The Scenario
You are a marketing researcher. End of quarter. You ran three Tally surveys over the past thirteen weeks, measuring product satisfaction, feature interest, and NPS across different user segments. Combined, you have 847 responses sitting in Tally across the three forms.
Your CMO wants a single Excel workbook by Friday: all responses merged into a Responses tab, one row per respondent, one column per question, ready to hand to the data team for analysis.
The manual version of this week:
- Export a CSV from the first Tally form
- Open it in Excel, clean up the column types and headers
- Export the second form, paste it into a new tab
- Realize the question labels do not match the first form's columns
- Spend an hour reconciling them by hand in Excel
- Repeat for the third form
- Discover that 23 rows have duplicate email addresses across all three
- The Friday deadline slips to Monday and the workbook still has three merge errors.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls responses directly from Tally and merges them for you, so you never touch a CSV file.
Open the SheetXAI sidebar and type:
Fetch all responses from the three Tally form IDs listed in column A of the Forms tab. Merge all responses into the Responses tab, one row per respondent. Use the question labels as column headers. If the same question appears in multiple forms, use one shared column. Tag each row with the form name from column B. Write the total response count for each form into column C of the Forms tab.
SheetXAI calls Tally for each form, aligns the question columns across all three, merges the 847 rows into the Responses tab, tags each row with its source form name, and writes the per-form totals back to column C.
What You Get
A Responses tab with 847 rows (minus duplicates), merged from all three surveys:
- One column per unique question — reconciled across forms so shared questions share a column
- Form name tag — in its own column on every row, so the data team can filter by survey
- Response totals per form — written back into column C of the Forms tab
- Clean headers — question labels, not Tally's internal field IDs
The column reconciliation is the hard part, and SheetXAI does it automatically. If "Company Name" and "Company" refer to the same question across forms, it merges them. You do not map them manually.
What If the Data Is Not Quite Ready
Survey response data from multiple forms is almost never clean. SheetXAI handles the common variations inline.
When the same respondent appears in multiple forms
Some email addresses appear more than once because the same person completed two of the three surveys.
After merging all responses from the three Tally form IDs into the Responses tab, deduplicate by email address. Keep the most recent submission per email. Flag removed duplicates with "DUPLICATE" in a new column called Status.
When some respondents left the NPS score blank
You need NPS averages but blanks will skew the calculation.
Merge all responses from the three Tally forms into the Responses tab. For any row where the NPS score column is blank, write "No Response" instead of leaving it empty. Then calculate the average NPS per form and write the three averages into cells F1, F2, and F3 on the Summary tab.
When you only need responses from the last 30 days
The forms have been running for 13 weeks but the CMO only cares about the most recent quarter close.
Fetch responses from the three Tally form IDs in column A of the Forms tab. Filter to submissions received in the last 30 days only. Merge into the Responses tab, one row per respondent, tagged by form name.
When you need a canonical column layout regardless of form order
Each form asked questions in a different order. You want the merged workbook to follow a specific column sequence: email, company, NPS, feature interest, open feedback.
Merge all responses from the three Tally form IDs into the Responses tab. Arrange the columns in this order: email, company name, NPS score, feature interest (multiple choice), open feedback (free text). Fill blanks where a form did not include a particular question. Tag each row with the source form name.
The pattern: instead of cleaning three CSV exports and then merging them, you describe the output you want and SheetXAI handles the cleanup, the merge, and the column layout in one pass.
Try It
Get the 7-day free trial of SheetXAI and paste any Tally form IDs into a column of your workbook, then ask it to merge all responses into a Responses tab. The Tally integration is included in every SheetXAI plan. For related workflows, see how to turn raw response data into a structured summary or the Tally in Excel overview.