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SimpleKPI · Google Sheets Guide

Create a Department Group Hierarchy in SimpleKPI from a Google Sheet

2026-05-13
4 min read
See the Excel version →

The Scenario

You are an HR director. Your company just decided to roll out SimpleKPI across five departments — Sales, Support, Finance, Product, and Operations — each with sub-teams below them. You have a Google Sheet with the full group hierarchy: department names in column A and sub-team names in column B.

You need all groups and sub-teams created in SimpleKPI before you can assign a single KPI to anyone.

The bad version:

  • Open SimpleKPI, navigate to group management
  • Click "Add group," type "Sales," save
  • Click into Sales, add the first sub-team, save
  • Go back to the top, add "Support," save
  • Thirty minutes later you have created 3 of 14 groups and sub-teams and you have not touched KPI assignments yet.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI reads your group hierarchy sheet and creates every group and sub-team in SimpleKPI in one pass.

Open the SheetXAI sidebar and type:

Create a SimpleKPI group for each row in the Groups sheet using the group name in column A and sort order in column B. Write the returned group ID into column C.

SheetXAI creates every group and writes the IDs into column C. Now you have a name-to-ID map you can use to assign KPIs and users to the right groups without navigating the SimpleKPI UI.

What You Get

A complete SimpleKPI group hierarchy built from the sheet:

  • All department groups and sub-teams created — one API call per row
  • Column C filled — the SimpleKPI group ID for each created group, or the error
  • A reusable ID map — the sheet now maps group names to IDs for follow-on assignment work

The follow-on work is immediate. Once column C is filled, you can ask SheetXAI to assign KPIs to each group using that mapping — without opening SimpleKPI's group management screens at all.

What If the Data Is Not Quite Ready

Group hierarchy sheets come from org charts, HR systems, and management discussions. They are usually not clean.

When group names have inconsistent capitalization

"SALES," "Sales," and "sales" appear in column A from different contributors.

Normalize all group names in column A to title case. Then create a SimpleKPI group for each row using the normalized name and the sort order in column B. Write the returned group ID into column C.

When some groups already exist in SimpleKPI

The account was partially set up by a previous admin. You only want to create the missing groups.

List all existing SimpleKPI groups. Then look at column A in this sheet. For each name that does NOT already exist, create a new group with the sort order in column B. Write "Created — ID: [id]" or "Already exists — ID: [id]" into column C.

When sub-teams need to be nested under parent groups

Column A has parent department names and column B has sub-team names. Sub-teams should be children of their parent group.

Create a top-level SimpleKPI group for each unique value in column A. Then for each row, create a sub-group under that parent for the sub-team name in column B. Write the sub-group ID into column C.

When the full chain runs end-to-end: create groups, then assign KPIs

Column D has comma-separated KPI IDs that should belong to each group immediately after creation.

Create a SimpleKPI group for each row in this sheet using column A and column B. Write the returned group ID into column C. Then assign each KPI ID listed in column D to the group. Write "Assigned" or errors into column E.

The pattern: build the structure and wire up the assignments in the same prompt.

Try It

Get the 7-day free trial of SheetXAI and open your team structure sheet, then ask it to build the group hierarchy in SimpleKPI. The SimpleKPI integration is included in every SheetXAI plan. For related workflows, see how to bulk-assign KPIs to team members or the SimpleKPI in Google Sheets overview.

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