The Scenario
You are a people analytics manager. Your CHRO asked for a 9-box talent grid covering 120 employees before next Thursday's leadership offsite. The raw material — competency ratings from the current calibration session — is sitting in SAP SuccessFactors. You need subjects, overall ratings, and competency scores out and into Excel so you can build the grid.
You have done this before. Last time it took two days to get the data into a usable shape. The offsite is in eight days.
The bad version:
- Find the calibration session in SuccessFactors, look for an export option — there isn't a direct one in the UI, you have to go through Report Center.
- Build a custom report for the calibration session subjects, discover that competency ratings are stored as separate fields with non-obvious names, spend an hour identifying the right fields.
- Export 120 rows, open the file, discover that overall rating and individual competency ratings are in the same export but the columns have the competency names as headers — which change every year when HR redefines the competency framework.
Eight days. The grid isn't built. The data isn't clean.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. Through the SAP SuccessFactors integration, it can query calibration session data directly and write subjects, ratings, and comments into the structure your 9-box model needs.
Fetch all subjects and their competency ratings from SAP SuccessFactors calibration session [SESSION_ID] and write userId, overallRating, competencyRatings, and managerComments into this sheet
What You Get
- One row per calibration subject in Sheet1.
- Columns: userId (A), overallRating (B), competencyRatings as separate columns (C onward), managerComments in the final column.
- Competency scores land as numbers, not labels, so your 9-box formula can reference them directly.
- Any subject with a missing overall rating gets flagged so you know which records need calibration manager follow-up before the offsite.
What If the Data Is Not Quite Ready
You need employee names alongside user IDs
Fetch all subjects from SAP SuccessFactors calibration session [SESSION_ID], resolve each userId to fullName, and write userId, fullName, overallRating, and competencyRatings into this sheet
The 9-box needs a performance axis and a potential axis separately
Fetch all subjects from SAP SuccessFactors calibration session [SESSION_ID], write userId, fullName, and the "Performance" competency score into column C and the "Potential" competency score into column D, then add a 9-box category label in column E based on where they fall in the grid
Manager comments need to be cleaned before sharing
Fetch all subjects from SAP SuccessFactors calibration session [SESSION_ID], write userId, fullName, overallRating, and managerComments into this sheet, and flag any row where managerComments is blank in column E
Full 9-box dataset in one prompt
Fetch all subjects from SAP SuccessFactors calibration session [SESSION_ID], write userId, fullName, department, overallRating, Performance score, and Potential score into Sheet1, assign a 9-box category in column G (1-9 grid, performance on x-axis, potential on y-axis), then create Sheet2 with a summary count of how many employees fall into each of the 9 cells
Leadership offsite prep done before the weekend before the offsite.
Try It
Open your talent grid workbook in Google Sheets and get the 7-day free trial of SheetXAI. Ask it to pull all calibration session subjects and ratings from SAP SuccessFactors into Sheet1. The 9-box grid takes shape without the two-day data extraction problem.