The Scenario
A safety director at a regional logistics company inherited a 21RISK account covering 5 high-traffic warehouses. The prior team ran audits monthly but never built a trend view — so there's 12 months of item data sitting in 21RISK that nobody has visualized. Leadership keeps asking whether compliance is improving across the network. The answer is probably yes for some sites and no for others, but nobody actually knows.
The bad version:
- Export monthly item data from 21RISK for each of the 5 sites, one site at a time, across 12 months — that's up to 60 separate data pulls depending on how the exports are structured.
- Paste each pull into a staging tab in the sheet, then write formulas to aggregate item counts by site and month into a summary table.
- Build a line chart manually — select the summary range, insert chart, configure the series, label the axes, adjust the title. Realize the month order is wrong because the data came in out of sequence. Fix it. Rebuild the chart.
What should be a 10-minute diagnostic takes most of a morning.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your Google Sheet and uses its 21RISK integration to pull multi-period, multi-site data in a single pass. You describe the chart you want alongside the data pull, and it handles both.
Pull 21RISK monthly item data for all sites for the past 12 months and write each month as a column and each site as a row starting at B2, with site names in column A and month headers in row 1, then create a line chart from this data titled "Monthly Compliance Item Count by Site"
What You Get
- A pivot-style table: site names in column A, one column per month (Jan 2025 through Dec 2025 or the relevant trailing 12), item counts in each cell.
- A line chart inserted into the sheet with one series per site, month on the x-axis, item count on the y-axis, and a legend identifying each site by name.
- If a site has no data for a given month, the cell shows blank — the chart renders that as a gap rather than a false zero.
What If the Data Is Not Quite Ready
You need month-over-month change instead of raw counts
A trend column per site is often more readable for leadership than the raw item count.
Pull 21RISK monthly item data for all sites for January through December 2025 into this sheet with sites in rows and months in columns, then add a column at the end of each site row showing the percentage change from January to December
You only want to chart a subset of sites
If two of the 5 sites are outliers — say they went through a category restructure mid-year — you may want to exclude them from the trend chart.
Pull 21RISK monthly item data for 2025 for all sites except "Glasgow Depot" and "Cardiff Hub", write the data to this sheet, and create a line chart showing the compliance trend for the remaining sites
The data exists in the sheet already but the dates are formatted inconsistently
If a prior export left month labels as "Jan-25" in some cells and "2025-01" in others, the chart axis breaks.
Normalize all month headers in row 1 of this sheet to the format "MMM YYYY" (e.g. Jan 2025), then update the line chart so the x-axis labels match the corrected headers
Full kill chain: pull, flag declining sites, chart, and write a commentary row
Pull 21RISK monthly item data for all sites for the past 12 months, write to this sheet with sites in rows and months in columns, create a line chart, then add a row at the bottom labeled "Trend" showing "Improving", "Flat", or "Declining" for each site based on whether the last 3 months are above, equal to, or below the prior 3 months average
That last prompt compresses what would normally be multiple formula passes into one instruction — data, chart, and analysis in a single ask.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where you've been meaning to build the compliance trend view, then describe the chart you want from 21RISK monthly data. You might also want to look at how to rank sites by compliance score or review the 21RISK hub guide.