The Scenario
You manage operations for an events company that runs three ExpoFP events a year. Next quarter's event is in planning, and someone in leadership asked whether the category and track taxonomy is consistent across all three active events — or whether you've accumulated naming drift over 18 months of individual setups.
You have no idea. The data is in ExpoFP. You have a blank Excel workbook and a meeting in two hours.
The bad version:
- Open ExpoFP event 32971, navigate to categories, screenshot the list, open the workbook, type out the names and IDs manually
- Repeat for event 2655 and event 1234
- Spend 40 minutes staring at three separate lists trying to spot whether "Fintech" and "FinTech" are the same category or two different ones that just got named differently across events
Nobody set out to create a taxonomy mess. It accumulated one event at a time, one coordinator at a time.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reaches into ExpoFP, pulls every category and session track from every event you specify, and writes everything into the workbook in a structured format you can actually audit.
Pull every category from ExpoFP for my event and dump the names and IDs into my Excel sheet so I can check for duplicates
What You Get
- A structured table: event ID (A), type — category or track — (B), name (C), internal ID (D)
- Every category and every session track from all specified events in one view
- Ready to sort by name to spot capitalization variants, duplicate IDs, or tracks that exist in two events but not the third
What If the Data Is Not Quite Ready
You want to flag duplicate names automatically
Pull all categories and session tracks from ExpoFP events 32971, 2655, and 1234 into my Excel workbook, then add a column that says "Duplicate Name" for any name that appears more than once across the combined list
You only need categories, not tracks
List all categories from ExpoFP events 32971 and 2655 and write event ID, category name, and category ID into my Excel workbook — exclude session tracks
You want to see which tracks exist in one event but not the others
Pull session tracks from ExpoFP events 32971, 2655, and 1234 into my Excel workbook, then add a column showing which event IDs each track name appears in — flag any track that is missing from at least one event
Pull the full taxonomy, audit it, and prepare a deduplicated master list in one go
List all categories and session tracks from ExpoFP events 32971, 2655, and 1234, write them into my Excel workbook with event ID and type, flag duplicate names with a case-insensitive check, and create a separate "Canonical Names" worksheet that lists each unique name exactly once in title case
When the audit and the normalization happen in the same prompt, you walk into the meeting with a deliverable instead of raw data.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull all categories and tracks from your ExpoFP events so you can run a taxonomy review before next quarter's setup. Related: Sync Session Tracks From an Excel workbook Into ExpoFP. Hub: How to Connect ExpoFP to Excel.