The Scenario
Your data team is preparing for a BI tool migration and the pre-migration research document needs an inventory of everything Metabase contains related to "revenue." The task has been sitting in the backlog for two weeks because the only way to do it is to use Metabase's paginated search UI and copy results by hand — and nobody wants to own that work.
The bad version:
- Type "revenue" into Metabase's search bar and start reading through the paginated results.
- Open an Excel workbook and begin copying card names, types, collection paths, and last-modified dates — one row at a time.
- Realize that the search results don't display last-modified dates inline, so each item requires an individual click to retrieve that field.
- Complete 25 of an estimated 80 results and mark the task as "in progress" for another week.
The migration can't start until the inventory is done. The inventory can't get done because doing it manually takes longer than anyone has.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It can run a Metabase content search and write every result — name, type, collection path, creator, last updated — into the workbook in a single pass.
Search Metabase for all objects matching the term 'revenue' and write each result's name, type, collection path, and last updated date into this workbook
What You Get
- One row per search result: name, type (card, dashboard, or collection), collection path, last updated date.
- Full collection paths — not just the immediate parent — so you can tell whether "Revenue Summary" lives in the Sales team's space or in a legacy folder.
- Results sorted by last updated date descending so actively maintained content surfaces first.
What If the Data Is Not Quite Ready
You want to search for a second related term and flag stale results
Search Metabase for cards and dashboards containing 'churn' in their name, write results into Sheet1 with ID, name, type, creator, and last updated date, and in column F flag any item where last updated is more than 180 days ago
Two signals in one view: what exists, and what's been dormant long enough to be a migration candidate.
You need to cross-reference results against a canonical ID list
Search Metabase for all objects matching 'MRR', write name, type, ID, collection, and last updated into Sheet1. In column F check whether the item ID appears in the IDs listed in column A of Sheet2 and write YES or NO.
Useful for verifying that known canonical reports are surfacing in search — and that nothing is missing.
You want duplicate names highlighted
Search Metabase for all objects matching 'revenue', write results into Sheet1 with name, type, collection, and last updated, then in Sheet2 write only the rows where the same name appears more than once — these are deduplication candidates
The migration team gets the duplication report without eyeballing 90 rows.
Full search audit in one shot
Search Metabase for all objects matching 'revenue', write all results into Sheet1 with name, type, collection path, creator, and last updated. In Sheet2 write any name that appears more than once. In Sheet3 write a summary: total results, breakdown by type, count of items last updated more than 180 days ago.
Three worksheets, complete migration research package, ready to present.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook for your BI migration research, then ask it to search Metabase and write every matching result into the workbook. Also useful: auditing your full Metabase workspace inventory, and the hub overview on connecting Metabase to Excel.