The Scenario
You are an HR director. Your company is rolling out SimpleKPI across five departments — Sales, Support, Finance, Product, and Operations — each with sub-teams. You have an Excel workbook with the full group hierarchy: department names in column A and sub-team names in column B.
All groups and sub-teams need to be in SimpleKPI before KPI assignments can start.
The bad version:
- Open SimpleKPI, navigate to group management
- Click "Add group," type "Sales," save
- Click into Sales, add the first sub-team, save
- Go back to the top, add "Support"
- Thirty-five minutes later you have created 4 of 14 groups and the workbook is still open.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your group hierarchy workbook and creates every group and sub-team in SimpleKPI in one pass.
Open the SheetXAI sidebar and type:
Create a SimpleKPI group for each row in the Team Structure tab using the group name in column A and sort order in column B. Write the returned group ID into column C.
SheetXAI creates every group and writes the IDs into column C. You now have a name-to-ID map in the workbook for follow-on KPI and user assignments.
What You Get
A complete SimpleKPI group hierarchy:
- All department groups and sub-teams created — one API call per row
- Column C filled — the SimpleKPI group ID for each created group, or the error
- A reusable ID map — map group names to IDs for KPI and user assignment prompts
What If the Data Is Not Quite Ready
Group hierarchy workbooks come from org charts and HR systems. They are rarely clean.
When group names have inconsistent capitalization
"SALES," "Sales," and "sales" appear in column A from different contributors.
Normalize all group names in column A of the Team Structure tab to title case. Then create a SimpleKPI group for each row using the normalized name and sort order in column B. Write the returned group ID into column C.
When some groups already exist in SimpleKPI
The account was partially set up by a previous admin.
List all existing SimpleKPI groups. Then for each name in column A of the Team Structure tab that does NOT already exist, create a new group with sort order from column B. Write "Created — ID: [id]" or "Already exists — ID: [id]" into column C.
When sub-teams need to be nested under parent groups
Column A has parent department names, column B has sub-team names.
Create a top-level SimpleKPI group for each unique value in column A of the Team Structure tab. Then for each row, create a sub-group under that parent for the sub-team name in column B. Write the sub-group ID into column C.
When you also need KPIs assigned to groups immediately after creation
Column D has comma-separated KPI IDs for each group.
Create a SimpleKPI group for each row in the Team Structure tab using column A and column B. Write the returned group ID into column C. Then assign each KPI ID listed in column D to the group. Write "Assigned" or errors into column E.
The pattern: build the structure and wire up assignments in the same prompt.
Try It
Get the 7-day free trial of SheetXAI and open your team structure workbook, then ask it to build the group hierarchy in SimpleKPI. The SimpleKPI integration is included in every SheetXAI plan. For related workflows, see how to bulk-assign KPIs to team members in Excel or the SimpleKPI in Excel overview.