The Scenario
A senior analyst has been asked to build a data documentation wiki for the company. The first section covers Metabase segments — the reusable filter conditions that define business concepts like "active accounts," "churned customers," and "enterprise tier users." There are 30 of them. The non-technical stakeholders who read the wiki need plain-English descriptions of what each segment covers, and they need them in an Excel workbook they can search and reference offline.
The bad version:
- Open Metabase's admin panel, navigate to the Segments section, and begin reading through each segment's name, table reference, and filter definition.
- Copy each segment's details manually into the Excel workbook, row by row.
- Realize that Metabase stores filter definitions as JSON-like objects, and that translating them into plain English requires interpreting each condition by hand.
- Finish eight of 30 segments in an hour and block the rest of the afternoon for it, knowing you're going to fall short.
The documentation gap is structural. Writing it manually is a full day of interpretive work for a single deliverable.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It can list all Metabase segments — with ID, name, table, description, and creator — and write the full inventory into the workbook in one pass.
List all Metabase segments and write each segment's ID, name, table name, description, and creator into this workbook
What You Get
- One row per segment: ID, name, associated table name, Metabase description (as entered), and creator name.
- All 30 segments in the workbook without manual copying.
- Segments with no description get a blank in the description column — easy to filter and fill in.
What If the Data Is Not Quite Ready
You want recently modified segments flagged
Fetch all Metabase segments and write name, definition summary, and associated table into this workbook — add a column that flags any segment modified in the last 30 days
Segments that changed recently may need their wiki descriptions updated before publication.
You want the list grouped by table
List all Metabase segments and write them into this workbook grouped by associated table name, with a blank row between each table group and the table name as a section header
The wiki reads like a reference organized by data object rather than alphabetically.
You need to identify segments without descriptions
List all Metabase segments and write ID, name, table, and description into this workbook. In column E write NEEDS DESCRIPTION if the description field is empty, otherwise leave it blank.
An actionable gap list rather than a wall of blank cells.
Full segment documentation pass in one shot
List all Metabase segments and write ID, name, associated table, description, creator, and last modified date into this workbook. In column G write NEEDS DESCRIPTION if description is empty. Sort by table name ascending. In a second worksheet write a summary: total segments, count by table, count missing descriptions.
Working documentation and the gap analysis in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook for your data documentation project, then ask it to pull all Metabase segments into the workbook. Also useful: exporting a full Metabase data dictionary, and the hub overview on connecting Metabase to Excel.