The Scenario
You're three weeks into a quarter and you still haven't built the revenue breakdown your co-founder asked for after the last investor call. You have DPD2. You have three products. You have no idea how purchases broke down across them over the past 90 days because every time you log into the DPD2 dashboard you get a different view depending on which storefront filter is active.
The bad version:
- Export separate CSVs from DPD2 for each storefront, open them in new Excel windows, and manually combine them — noticing halfway through that one export uses "USD" in the amount column and another just uses a bare number
- Copy buyer email, product name, amount, and date into a unified workbook, fixing column alignment manually because the export order changed between storefronts
- Realize the date column pasted as text, not a date, so none of your formulas work, and spend twenty minutes converting the format using Excel's Text to Columns wizard
You're not supposed to be doing data janitor work right now. You're supposed to be building the actual analysis. There's a shorter path.
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 working with, and through its built-in DPD2 integration it can query your purchase records and write them directly into the worksheet you're in. No exports, no column formatting, no date conversion.
Here is the prompt for this task:
Fetch all DPD2 purchases from the last 90 days and write buyer email, product name, purchase amount, and date into columns A through D of a new 'Purchase History' worksheet.
What You Get
- A new 'Purchase History' worksheet created with headers in row 1: Email, Product, Amount, Date
- One row per purchase, with dates formatted as proper date values (not text strings)
- Purchase amounts as numbers, ready for SUM or AVERAGE formulas
- Any purchases that came back with missing fields flagged in a note on the relevant row
What If the Data Is Not Quite Ready
The amounts came through as currency strings, not numbers
Fetch all DPD2 purchases from the last 90 days, strip any currency symbols from the amount field, and write buyer email, product name, amount as a plain number, and date into columns A through D of the 'Purchase History' worksheet.
I need to split purchases by product and show each on its own worksheet
Fetch all DPD2 purchases from the last 90 days. For each unique product name, create a separate worksheet named after the product and paste buyer email, purchase amount, and date into columns A, B, and C of that worksheet.
Some purchases involve the same buyer email across multiple products — I want a deduplicated buyer count per product
Fetch all DPD2 purchases from the last 90 days and write them into the 'Purchase History' worksheet. Then in the 'Summary' worksheet, write each unique product name into column A and the count of distinct buyer emails for that product into column B.
I need a single-prompt cleanup and revenue summary ready to share with my co-founder
Fetch all DPD2 purchases from the last 90 days. Strip currency symbols from amounts, convert dates to proper date format, remove any duplicate rows, and write the cleaned data into the 'Purchase History' worksheet. Then in the 'Revenue Summary' worksheet, write each product name into column A, total revenue into column B, and number of unique buyers into column C — sorted by revenue descending.
When the data needs cleaning and the analysis needs building, asking for both together means you get the finished output, not the raw material.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook, then ask it to pull your DPD2 purchase history from the past quarter — or whatever window you're trying to analyze. You can also pull a breakdown by storefront or a buyer count by product. See the hub for related tasks: How to Connect DPD2 to Excel.