The Scenario
It's Thursday afternoon and the weekly ops meeting is tomorrow at 9 AM. Your field teams have been running site inspections all week through DataScope — 150+ submissions across 30 locations — and the facilities director wants a summary by location showing defect rates. You've been in this role three months. The person before you built the report by hand every Thursday: log into DataScope, download a CSV, paste it into the Excel workbook, reformat the date column that always arrives wrong, write a COUNTIF for each location, hope nothing shifts between export and pivot.
The bad version:
- Download the DataScope CSV, discover the submission timestamps are UTC and your locations span four time zones, spend 25 minutes writing a formula to shift each row correctly.
- Manually delete the 12 submissions from a retired form version that DataScope still includes in exports because the form ID was never deactivated.
- Build the per-location defect rate by hand — COUNTIF across 500 rows — then realize you named one location "Site 4A" in the workbook and DataScope exported it as "Site 4-A," and now your summary is off by 14.
You have a meeting in 16 hours and this is still only halfway done.
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 talks to DataScope directly through its built-in integration. You describe what you need. It handles the API calls, grouping logic, and writeback.
Fetch the last 500 form answers from DataScope and write each submission as a row in a new sheet called 'Inspections' with columns for submission date, technician name, location, and each answer value. Then create a second sheet called 'Summary' that groups submissions by location, shows total count, and calculates the percentage where any answer contains 'fail' or 'no'.
What You Get
- An Inspections worksheet with one row per submission — date, technician name, location, and all answer values in labeled columns.
- A Summary worksheet with one row per location — submission count and defect rate as a percentage.
- Locations appearing under more than one spelling in DataScope surfaced as separate rows, flagged for review.
- Any submission with missing answer values written with a note in a Status column.
What If the Data Is Not Quite Ready
The timestamps are UTC but your locations span multiple time zones
Fetch the last 500 DataScope submissions and write them to the Inspections sheet — but convert the submission_date field from UTC to the local timezone listed in the Locations reference sheet for each submission's location name, and flag any location not found in the reference sheet with 'TIMEZONE UNKNOWN' in column F.
The export includes retired form versions you need to exclude
Pull all DataScope form answers from the past 30 days, but only include submissions where the form name matches one of the active form names listed in column A of my ActiveForms sheet — skip any submission from a retired form and write a count of excluded rows at the top of the Inspections sheet in cell A1.
Your location names don't match between DataScope and the workbook
Fetch the last 500 DataScope submissions, write them to the Inspections sheet, then run a lookup against my Locations reference sheet: match each submission's location name to column A, write the canonical location ID from column B into a new 'CanonicalID' column, and flag any unmatched location name in column G.
Clean, summarize, and flag problem rows in one pass
Fetch the last 500 DataScope submissions, normalize location names against my Locations sheet, exclude retired form submissions listed in my ArchivedForms sheet, convert timestamps to local timezone, write all rows to the Inspections sheet, and build a Summary sheet grouped by canonical location showing total submissions and defect rate — marking any location with a defect rate above 20% in bold.
One prompt. No intermediate cleanup worksheet required.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your team tracks site inspection results, then ask it to pull this week's DataScope submissions and build a location defect summary. Also worth reading: Bulk Create DataScope Locations From an Excel Workbook Roster and the full DataScope integration guide.