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SimpleKPI · Excel Guide

Bulk-Correct Erroneous KPI Entries in SimpleKPI from an Excel Workbook

The Scenario

You are a data analyst. Your field teams submitted 25 incorrect KPI actuals last month — transposed digits, wrong periods, values entered against the wrong KPI ID. You have a correction workbook: KPI entry ID in column A, corrected actual value in column B.

Every one of those 25 entries needs to be updated in SimpleKPI before Friday's report runs.

The bad version:

  • Open SimpleKPI, search for the first entry ID
  • Click edit, update the actual value, save
  • Search for the next entry ID, navigate through paginated lists
  • Thursday at 7 PM, you have corrected 17 of 25 and the report runs at midnight.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI reads your corrections workbook and pushes every update into SimpleKPI, so you are not touching the SimpleKPI search interface.

Open the SheetXAI sidebar and type:

For each row in the KPI Corrections tab, update the SimpleKPI KPI entry with the ID in column A by setting the actual value to the number in column B. Write "Updated" or the error message into column C.

SheetXAI calls SimpleKPI's API for each row, updates the actual, and writes the result into column C.

What You Get

All 25 corrections applied, with a per-row audit trail:

  • Column C filled — "Updated" for each success, the specific error for each failure
  • Zero clicks in SimpleKPI — every update went through the API
  • An error record — "Entry not found" means the field team gave you a wrong ID

What If the Data Is Not Quite Ready

Correction workbooks come from field teams and finance reconciliations. They are rarely clean.

When corrected values also need a note attached

Your audit protocol requires a correction note on every updated entry.

For each row in the KPI Corrections tab, update the SimpleKPI entry with the ID in column A by setting the actual value to column B and adding the note in column C. Write "Updated" or the error into column D.

When some rows have the wrong KPI entry ID format

Field teams used a dash-separated format ("KPI-2024-001") but SimpleKPI expects a plain integer.

Strip the "KPI-" prefix and any leading zeros from each value in column A of the KPI Corrections tab to get the numeric entry ID. Then update each SimpleKPI entry with the corrected actual from column B. Write the cleaned ID and the result into columns C and D.

When you only want to correct entries within a specific date range

The correction batch covers January only. Any entry outside January should be skipped.

For each row in the KPI Corrections tab, look up the entry with ID in column A in SimpleKPI. If the entry date falls in January 2026, update the actual to column B and write "Updated" into column C. If outside January, write "Skipped — out of range" into column C.

When you need to validate corrections against original values before applying

You want to see the original value alongside the correction as a sanity check, and skip large changes for manual review.

For each row in the KPI Corrections tab, fetch the current actual for the SimpleKPI entry with ID in column A and write it into column C. Calculate the difference between column B (corrected) and column C (current) and write it into column D. Only update if the difference is less than 20% of the original — if larger, write "Review needed — large change" into column E instead of updating.

The pattern: fetch the current state, validate, and apply conditionally in one prompt.

Try It

Get the 7-day free trial of SheetXAI and open your corrections workbook, then ask it to push the updates into SimpleKPI. The SimpleKPI integration is included in every SheetXAI plan. For the full reporting workflow, see how to export KPI report data into Excel or the SimpleKPI in Excel overview.

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