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Agiled · Excel Guide

Pull Agiled Timesheets Into an Excel workbook and Calculate Billable Hours

2026-05-14
5 min read

The Scenario

It is the last Friday of the month. You have eight active client projects. Each one has a different rate, a different team, and timesheets scattered across different employees who log hours at different times. The client invoices go out Monday. You need a per-project billable hours summary — today, not after a three-hour data pull.

The bad version:

  • Open Agiled's timesheets module, filter by project, copy the visible rows into a workbook, change the filter, copy again — eight times for eight projects.
  • Discover that employee names in the timesheet export don't match the names in your invoice template, so you spend 20 minutes building a lookup table.
  • Sum the hours per project manually in a formula that breaks when you add a late entry that lands in a different section of the workbook.

You are a project manager, not a data entry clerk. The billable hours summary exists to support the invoice. It should take minutes, not most of Friday.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you're looking at, and through its built-in Agiled integration it can pull timesheet data for every project listed in your workbook and write the results inline.

Fetch timesheets for each project ID listed in column A from Agiled and write hours, user, and date into columns B, C, and D

What You Get

  • One timesheet row per entry, written into the worksheet with hours in column B, employee name in column C, and date in column D.
  • Entries for all eight projects pulled in sequence — no filter changes, no repeated exports.
  • The raw data in a flat layout ready for a SUM or pivot, because every entry is its own row.

What If the Data Is Not Quite Ready

Generate the per-project summary automatically

You have the raw timesheet rows but you need the summary table your invoices actually reference.

Sum total billable hours by project name across all timesheet rows and show the result in a summary table starting at column F with project name in F and total hours in G

Only count hours logged in the current billing period

The timesheets go back months, but you only bill for the current month.

Fetch timesheets for each project ID in column A, filter to entries where the date is in May 2026 only, and write hours, user, and date into columns B, C, and D

Match employee names to billing rates from a separate worksheet

You have a Rates worksheet with employee names in column A and hourly rates in column B. You want billable amounts calculated, not just hours.

After pulling timesheets into columns B through D, use the employee name in column C to look up the hourly rate from the Rates sheet and write the billable amount (hours × rate) into column E for each row

Full kill-chain: pull timesheets, filter, calculate amounts, and build the invoice summary

You want one prompt that produces a ready-to-send invoice summary.

Fetch all timesheets from Agiled for the project IDs in column A, filter to May 2026 entries only, look up each employee's rate from the Rates sheet, calculate billable amount as hours × rate in column E, then create a summary table in Sheet2 with project name, total hours, and total billable amount

One prompt, and the invoice prep is done.

Try It

Get the 7-day free trial of SheetXAI and open your project tracking workbook, then ask it to pull timesheets from Agiled and calculate billable hours per project. For related tasks see pulling invoices and expenses for reconciliation or the full Agiled integration overview.

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