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Tally · Excel Guide

Turn Raw Tally Response Data Into a Structured Summary Sheet

The Scenario

You are a product manager. Wednesday afternoon. You collected 200 beta feedback responses over the past six weeks using a Tally form with 14 questions grouped into three categories: product experience, feature requests, and NPS. The responses are sitting in Tally.

You need to share a clean analysis workbook with your team by end of week: one row per response in the Responses tab, columns organized by question category, with duplicates removed and any respondent who left the NPS score blank flagged.

The manual version:

  • Export the Tally CSV
  • Open it in Excel
  • Discover the column order does not match your desired category grouping
  • Reorganize 14 columns by hand
  • Identify duplicate emails manually by sorting and scanning
  • Find the NPS blanks by scrolling through 200 rows
  • Deliver a workbook that still has three duplicate emails you missed, which your team catches in the review meeting.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that pulls the responses directly from Tally and structures them to your specification.

Open the SheetXAI sidebar and type:

Fetch all responses from Tally form form_xyz789. Write them to the Responses tab, one row per submission. Group the columns by question category in this order: Product Experience questions first, Feature Requests second, NPS last. Deduplicate by email address, keeping the most recent submission per email. Flag any row where the NPS score column is blank by writing "NPS MISSING" into a Status column. Write the total response count and the count of NPS-blank rows into cells A1 and A2 on the Summary tab.

SheetXAI fetches all 200 responses, structures them by category, deduplicates, flags the NPS blanks, and writes the summary counts. You have a share-ready analysis workbook without touching a CSV.

What You Get

A structured Responses tab with 200 rows (minus duplicates), organized by category:

  • Product Experience columns — grouped first, in the order they appear in the form
  • Feature Requests columns — grouped second
  • NPS column — last, with a Status column next to it flagging blanks
  • No duplicates — most recent submission per email, older ones removed
  • Summary tab — total response count and NPS-blank count in cells A1 and A2

The category grouping is what makes the analysis usable. Instead of 14 columns in random form order, the workbook is already organized the way your team thinks about the data.

What If the Data Is Not Quite Ready

Beta feedback data always has surprises. SheetXAI handles the common ones inline.

When the same respondent submitted from two different email addresses

Fetch all responses from Tally form form_xyz789. After deduplication by email, also check for rows where the Company Name column and the NPS score are identical across two rows with different emails. Flag those as potential duplicate respondents in a Notes column and keep the more complete submission.

When some question labels in Tally do not match the column names you want to use in Excel

Fetch all responses from Tally form form_xyz789. Rename these columns in the Responses tab: "q_prod_ease" → "Ease of Use," "q_prod_speed" → "Perceived Speed," "q_feat_request_1" → "Top Feature Request," "q_nps" → "NPS Score." Group columns by category: Product Experience first, Feature Requests second, NPS last. Deduplicate by email and flag NPS blanks.

When you only need responses from users who signed up in the last 30 days

Fetch all responses from Tally form form_xyz789. Cross-reference the respondent email against the Signups tab, which has email in column A and signup date in column B. Keep only responses from users who signed up in the last 30 days. Write the filtered responses to the Responses tab, grouped by category, with NPS blanks flagged.

When you need the clean response table plus a one-page executive summary

Fetch all 200 responses from Tally form form_xyz789. Write the structured response table to the Responses tab: deduplicated by email, grouped by category, NPS blanks flagged. Then write an Executive Summary tab with: total response count, unique respondent count, average NPS score, top 3 most-requested features by mention count, and one sentence summarizing the most common product experience theme.

The pattern: the response table and the executive summary both come from one prompt.

Try It

Get the 7-day free trial of SheetXAI and ask it to pull and structure your Tally responses into a clean analysis workbook. The Tally integration is included in every SheetXAI plan. For related workflows, see how to pull multiple form responses into a merged workbook or the Tally in Excel overview.

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