The Scenario
Your support team lead pulls up the monthly metrics on a Monday morning and notices that refund volume is higher than last month — but nobody knows which products are driving it. She asks you to pull the refund data from Stripe and calculate refund rate by product SKU before the team standup at 11.
You open Stripe. The Payments section shows individual refunds but doesn't group them by product. The Reporting section has a refunds report, but it exports charge-level data, not product-level data — linking refunds back to specific products requires a join against the invoice line items, which are a separate export.
The bad version:
- Download the refund CSV from Stripe, download the invoice line item CSV, open both in separate tabs.
- Attempt a VLOOKUP between the two exports using charge ID as the key — discover that some refunds reference charges that predate the invoice export's date range.
- Give up on the join and hand the raw refund count to the team lead without the product breakdown she actually needs.
The standup is in two hours. What you need is a clean table of refunds by product, not a VLOOKUP archaeology project.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Stripe and can pull refund data — including the product context from the associated charge and invoice — without you managing the join manually.
List all Stripe refunds created in the last 60 days and write refund ID, charge ID, customer email, amount, currency, and reason into this workbook
What You Get
- The sheet fills with one row per refund: refund ID, charge ID, customer email, refunded amount in the currency's major unit, currency code, and refund reason.
- Null reasons (refunds issued without a specified reason) appear as blank cells rather than breaking the row.
- The row count in SheetXAI's response tells you total refund volume before you open the workbook.
What If the Data Is Not Quite Ready
You want to group refunds by reason to spot the top driver fast
List all Stripe refunds from the last 60 days, write the full list into Sheet1 with refund ID, charge ID, amount, currency, and reason — then write a summary on Sheet2 showing each reason and the total amount refunded for that reason
You want refund rate as a percentage of total charges for the same period
Fetch all Stripe refunds from the last 60 days and write total refund amount into Sheet2 cell A2 — also fetch total charge amount for the same period and write it into Sheet2 cell A1 — then write a refund rate percentage formula in Sheet2 cell A3
Some refunds have no reason set — you want to flag them separately
List all Stripe refunds from the last 60 days in Sheet1 and add a column F that says 'reason missing' where the refund reason is blank, otherwise repeat the reason — so I can follow up on those manually
The full kill chain — pull, group by product, calculate rate, and flag high-refund SKUs in one shot
Fetch all Stripe refunds from the last 60 days, write each refund into Sheet1 with charge ID, customer email, amount, and reason, write a summary on Sheet2 grouped by reason with total amount and count, and flag any reason category where refund count exceeds 10 in column C of Sheet2
The pattern: the grouping, calculation, and conditional flagging all live in one prompt rather than a chain of manual steps after export.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you track support or quality metrics — then ask it to pull your Stripe refund data into a structured breakdown. For related reads, see how to export paid invoices for revenue reporting or audit disputes and fraud warnings.