The Scenario
It's the last week of Q3. Your controller just sent a Slack message: "Need the leave liability number for the balance sheet entry by Friday." That means you need current PTO and vacation balance snapshots for 1,200 employees from SAP SuccessFactors, converted to a dollar value, and summarized by department. You are a finance manager. You have done this twice before. Both times it took most of a day.
The bad version:
- Navigate to Time Management in SuccessFactors, find the time account snapshot report — it's under a different menu than the leave request report.
- Export the snapshot data, discover it exports one row per time account type per employee, which means 1,200 employees times three account types equals 3,600 rows to work with.
- Join the balance data to the compensation file from last week to get hourly rates, build the liability formula, run it across 3,600 rows.
The controller needs the number Friday. It's Tuesday afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It connects to SAP SuccessFactors and can pull time account snapshot data and write it into the structure your liability model needs.
Fetch SAP SuccessFactors time account snapshot data for all employees and write each record's userId, timeAccountType, balance, and snapshotDate into this workbook for leave liability reporting
What You Get
- One row per time account record in Sheet1.
- Columns: userId (A), timeAccountType (B), balance (C), snapshotDate (D).
- All account types included — vacation, PTO, sick, and any custom types configured in your SuccessFactors instance.
- Any employee with a balance of zero still appears so you have a complete roster, not a partial one.
What If the Data Is Not Quite Ready
You only need vacation and PTO balances, not sick leave
Fetch SAP SuccessFactors time account snapshots where timeAccountType is "Vacation" or "PTO" and write userId, timeAccountType, balance, and snapshotDate into this workbook
Balances over 20 days need to be flagged for the controller
Fetch SAP SuccessFactors time account snapshots for all employees, write userId, timeAccountType, balance, and snapshotDate into this workbook, and flag any row where balance exceeds 20 days in column E
You need to join balances with hourly rates from Sheet2
Fetch SAP SuccessFactors time account snapshots for all employees, write userId, timeAccountType, and balance into Sheet1, then look up each userId in the hourly rate table in Sheet2 and calculate the liability value (balance x hourlyRate x 8) in column D
Full liability model in one prompt
Fetch SAP SuccessFactors time account snapshots for all employees, write userId, timeAccountType, and balance into Sheet1, look up hourly rates from Sheet2, calculate liability per record, then summarize by department in Sheet3 showing totalLiabilityDays and totalLiabilityDollars, and flag any department where totalLiabilityDays exceeds 500
The controller gets the number before Friday, with a department breakdown attached.
Try It
Open your leave liability model in Excel workbooks and get the 7-day free trial of SheetXAI. Ask it to pull time account balance snapshots from SAP SuccessFactors for all employees. The balance pull that used to take most of Tuesday takes one prompt.