The Scenario
You are a finance analyst. Your company's Klipfolio revenue dashboard pulls from a data source called Monthly Revenue. The dashboard looks fine for tracking, but this quarter you need to run a detailed pivot table analysis that Klipfolio's built-in charts cannot support.
You need the raw rows in an Excel workbook. The board deck is due Thursday.
The slow version:
- Ask the BI team to export a CSV from the data source
- Wait for a response
- Receive a CSV with column names that don't match what you expected
- Spend time reformatting before you can run any formulas
- The board deck goes out with last quarter's numbers because the CSV arrived Thursday afternoon.
The fast version is one prompt and you run your pivot table by noon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the Klipfolio API directly and writes the instance data into the workbook, so you do not have to wait on anyone or clean a CSV.
Open the SheetXAI sidebar and type:
Pull data from the Klipfolio data source instance named 'Monthly Revenue' and write every row into the 'Raw Data' tab of this workbook starting at cell A1. Add a SUM row at the bottom for any numeric columns.
SheetXAI retrieves the full data set from the instance, writes every row starting at A1, and adds the SUM row. No CSV download, no column renaming, no waiting.
What You Get
The full raw data from the Klipfolio instance, in the workbook:
- Headers in row 1 — column names as they appear in the data source
- One row per record — all fields, all values
- SUM row at the bottom — totals for every numeric column
The data lands in properly typed columns. SheetXAI parses the API response and writes numbers as numbers, dates as dates. Your pivot table sees the right data types from the start.
From there, your pivot table, your AVERAGEIFS, your financial formulas — they all work immediately.
What If the Data Is Not Quite Ready
Raw Klipfolio data source instances are not always analysis-ready. SheetXAI handles normalization in the same prompt.
When numeric fields come through as text strings
Revenue figures arrive as "$1,234.56" with currency formatting that Excel cannot sum.
Pull data from the Klipfolio data source instance named 'Monthly Revenue' into the Raw Data tab. For any column where values look like currency (dollar sign, commas), strip the formatting and convert to plain numbers. Then add a SUM row.
When you need only a specific date range
The instance has 24 months of history and you only need the last two quarters.
Pull all rows from Klipfolio data source instance 'Monthly Revenue' into the Raw Data tab. Keep only rows where the date column falls in Q3 or Q4 of 2025. Write the filtered rows starting at A1 and add a SUM row.
When column names use internal codes
The BI team built the source with headers like "rev_amt_net_adj" instead of "Net Revenue."
Pull raw data from Klipfolio data source instance 'Monthly Revenue' into the Raw Data tab. Rename the following columns before writing: rev_amt_net_adj → Net Revenue, cogs_total → Cost of Goods, gp_pct → Gross Margin %. Add a SUM row.
When you need the raw data, a monthly summary, and a narrative for the board deck
The board needs a pivot-ready table and a two-sentence trend summary.
Pull all data from Klipfolio data source instance 'Monthly Revenue' into the Raw Data tab. Calculate total net revenue by month and write a monthly summary table into the Summary tab. In cell A1 of the Narrative tab, write a two-sentence plain English summary of the revenue trend, noting the highest and lowest months.
The pattern: describe the complete output shape in one prompt and SheetXAI does the retrieval and the analysis together.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook, then ask it to pull the raw data from any Klipfolio data source instance. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to push updated data back into a Klipfolio source or the Klipfolio in Excel overview.