The Scenario
The executive team offsite is in ten days. Your CHRO wants to present the leadership succession pipeline: who is nominated for each of the 30 critical positions, what their readiness level is, and whether the pipeline is deep enough. You are a talent management director. The data lives in SAP SuccessFactors Succession and Development.
The last time you prepared this presentation, you spent three days getting the data out of SuccessFactors and into a slide-ready format. That is not happening again.
The bad version:
- Open Succession in SuccessFactors, navigate to Talent Pools, realize that pulling the nominee list for 30 positions requires either opening each position individually or building a custom report in Report Center.
- Build the report — it takes 45 minutes and the output has nominee IDs, not names.
- Export the report, look up each nominee's name in a separate employee export, do a VLOOKUP, discover 12 nominees have changed jobs since the nomination and the readiness ratings haven't been updated.
Ten days. Three days of data work. Seven days to build the presentation.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. Through the SAP SuccessFactors integration, it can pull talent pool nominations and readiness ratings for all 30 positions and write them into the pipeline structure you need.
Fetch all SAP SuccessFactors talent pool records and write each talent pool's name, members, and nomination readiness ratings into this workbook for a succession planning review
What You Get
- One row per nominee in Sheet1.
- Columns: positionId (A), talentPoolName (B), nomineeId (C), nomineeName (D), readinessLevel (E), nominationDate (F).
- All 30 critical positions included — no clicking through each one individually.
- Any nominee whose current job title has changed since the nomination gets flagged in column G so you can decide whether the readiness rating is still accurate.
What If the Data Is Not Quite Ready
You need current job title alongside nominee name
Fetch all SAP SuccessFactors talent pool nominations for critical positions, resolve each nomineeId to fullName and current jobTitle, and write positionId, talentPoolName, nomineeName, currentJobTitle, readinessLevel, and nominationDate into this workbook
The pipeline depth needs a count per position
Fetch all SAP SuccessFactors talent pool nominations, write the raw records into Sheet1, then create Sheet2 with one row per position showing positionId, positionTitle, nomineeCount, and how many nominees are at each readiness level (Ready Now, 1-2 Years, 3-5 Years)
Readiness levels need to be normalized — SuccessFactors uses codes, not labels
Fetch all SAP SuccessFactors talent pool nominations, write positionId, nomineeName, and readinessCode into Sheet1, then look up each code in the mapping table in Sheet2 and write the label into column D
Full executive presentation dataset in one prompt
Fetch all SAP SuccessFactors talent pool nominations for the 30 critical positions listed in Sheet2 column A, resolve nominee names and current job titles, write positionId, positionTitle, nomineeName, currentJobTitle, and readinessLevel into Sheet1, then create Sheet3 with a pipeline health summary: positionTitle, nomineeCount, readyNow count, and a flag for positions with zero "Ready Now" nominees
Ten days to the offsite. The data is ready in one prompt.
Try It
Open your succession planning workbook in Excel workbooks and get the 7-day free trial of SheetXAI. Ask it to pull all talent pool nominations from SAP SuccessFactors for your critical positions. The pipeline picture comes together before the weekend — not the night before the offsite.