The Scenario
A board meeting is tomorrow and you're flying to it. The VP of Marketing asked for the data behind all eight cards on the "Marketing Performance" Metabase dashboard exported into an Excel workbook — one worksheet per card — before she boards her flight in four hours. Metabase won't be accessible at the venue. She needs the numbers offline, formatted, and ready to reference during the presentation.
The bad version:
- Open the dashboard in Metabase, navigate to each of the eight cards, and download a CSV for each one.
- Open each CSV in Excel, copy the data, switch to the target workbook, create a new worksheet, name it after the card, and paste.
- Discover that two of the cards are visualization-only renders that don't export cleanly to CSV.
- Screenshot those two cards and paste them as images into the workbook, which looks unprofessional and won't survive a projector.
Eight worksheets, eight CSV downloads, six pastes and two screenshots. The clock is ticking and one of the cards is a funnel visualization.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It can fetch a Metabase dashboard, execute the query behind each card, and write the results into separate worksheets in one pass — no individual exports.
Fetch the Metabase dashboard with ID 14, then for each card on it execute the query and write results into a separate worksheet of this workbook named after the card — include column headers on each worksheet
What You Get
- One worksheet per dashboard card, named after the card.
- Each worksheet has a header row matching the query's columns.
- The data reflects the current database state at the time the prompt ran.
- If a card's query returns no rows, the worksheet has the header row and a note — the VP can see it ran clean rather than wondering if something broke.
What If the Data Is Not Quite Ready
You need only the first 10 rows of each card for a board summary
Get all cards from Metabase dashboard ID 14 and for each card write its name and the first 10 rows of its query results into Sheet1, stacking them vertically with a blank row between each card's section
A single flat worksheet rather than eight separate ones — useful for a quick scan during the presentation.
One card needs a calculated column added before the meeting
Fetch Metabase dashboard ID 14, write each card's query results into a separate worksheet named after the card, and for the worksheet named Paid Campaigns add a column G labeled CPC calculated as spend divided by clicks
The VP sees the cost-per-click alongside the raw spend and clicks data without needing to add a formula during the meeting.
You want a table of contents worksheet
Fetch Metabase dashboard ID 14, write each card's results into a separate worksheet named after the card, and create a Table of Contents worksheet listing each card name in column A and its row count in column B
The VP can navigate the workbook on a laptop without a Metabase connection.
Full offline package in one shot
Fetch Metabase dashboard ID 14, write each card's query results into a worksheet named after the card with headers, create a Table of Contents worksheet listing card names and row counts, and in column C of the TOC note any card that returned zero rows
One prompt. One workbook. Board-ready before the flight.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you're preparing for the offsite, then ask it to pull the Metabase dashboard into worksheets before the VP boards. Also useful: consolidating multiple Metabase saved questions into one workbook, and the hub overview on connecting Metabase to Excel.