The Scenario
It's the Wednesday before quarterly business reviews and the VP of People wants a clean headcount snapshot in the planning model by Thursday morning. You have 5,000 employees across twelve business units. The data lives in SAP SuccessFactors Employee Central.
The bad version:
- Navigate to Employee Central, configure the People Profile export with the right field selections, wait for the job to queue, download the CSV.
- Open the CSV in a separate window, find that hireDate exported as a Unix timestamp and department came back as an internal code instead of the display name, spend forty minutes fixing both.
- Paste into the planning model, discover the column order doesn't match what the model expects, re-sort, re-paste.
The quarterly planning model is going to the VP tomorrow. Every minute spent reformatting a CSV is a minute not spent on the analysis that's supposed to accompany it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and, through its SAP SuccessFactors integration, fetches employee data directly — no export wizard, no CSV cleanup. You open the SheetXAI sidebar and ask.
Fetch all active SAP SuccessFactors employee users and write each person's userId, firstName, lastName, department, jobCode, location, and hireDate into Sheet1
What You Get
- Sheet1 fills with one row per active employee.
- Columns land in the order you specified: userId in A, firstName in B, lastName in C, department in D, jobCode in E, location in F, hireDate in G.
- Department appears as the display name, not the internal code.
- Any employee record that came back incomplete gets a note in column H so you can review exceptions without hunting through a 5,000-row file.
What If the Data Is Not Quite Ready
The department filter is too broad and you only need one business unit
Fetch all active SAP SuccessFactors employees in department "Global Sales" and write userId, firstName, lastName, jobCode, location, and hireDate into Sheet1
The planning model needs FTE type alongside headcount
Fetch all active SAP SuccessFactors employee users, include their employmentType field, and write userId, firstName, lastName, department, employmentType, and hireDate into Sheet1
You need headcount joined with manager name from a second tab
Fetch all active SAP SuccessFactors employees and write their userId, fullName, department, and managerId into Sheet1, then look up each managerId against the employee list and write the manager's fullName into column E
The planning model needs location normalized and FTE count flagged
Fetch all active SAP SuccessFactors employees, write userId, fullName, department, jobCode, location, and hireDate into Sheet1, normalize all location values to title case, and add a column F that flags anyone with a hireDate in the last 30 days as "New Hire"
One prompt handles the pull, the normalization, and the flagging — no intermediate steps.
Try It
Open a Excel workbook set up for your workforce planning model and get the 7-day free trial of SheetXAI. Ask it to pull the active headcount roster from SAP SuccessFactors directly into Sheet1. Then check out the spoke on exporting compensation data for the next layer of the analysis.