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  1. See this page for details on creating the data export: Data Export Overview
    1. For Export Name name it "Raw Data"
    2. For Default File Type choose CSV (zip file) as the Default File Type.  Excel won't recognize dates properly if you use an Excel file type.
    3. Be sure to rename your Display columns to how you want them to display in your reports.
  2. Download your export and save the zip file to your computer
    Unzip the file you downloaded. It should contain a file called "Raw Data.csv"
    1. If it is not a zip file, you need to edit the export and choose CSV as the default file type
  3. Your exported data will look like the below picture:

  

Step 1: Create Custom Export in HQ for the project

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(obsolete) Step obsolete) Step 2: Create the Report File and Import the Data

The next step is to create the file that will hold the reports. This is a separate Excel file than your raw data file.  This   This way you can update the raw data without having to change the reports file.

  1. In Excel, Create a New File.
  2. Save the file as "Reports.xlsx" in the same directory that you save the export in Step 1.
  3. You will have a blank Excel file now.
  4. Now we will pull in the data from the csv file
    1. Choose the Data menu
    2. Choose From Text in the "Get External Data" options in the top left
    3. Browse and select your "Raw Data.csv" file from step 1
    4. On the first screen choose Delimited and  and click Next.
    5. On the second screen check the box for for Comma and  and uncheck all other boxes. Click Next.
    6. On the third screen click click Finish.
    7. Choose New  New Worksheet in  in the next window the click "Properties..."
    8. In the Properties window check the box for Refresh data when opening the file
      Click Click OK
      1. This will make the data update every time you download new data from CommCareHQ

    9. Rename the tab "Raw Data"
    10. You now have the data in your reports file and it will automatically update each time you open the file with your most recently downloaded data.

Step 1: Create Custom Export in HQ for the project

  1. See this page for details on creating the data export: Data Export Overview
    1. For Export Name name it "Raw Data"
    2. For Default File Type choose CSV (zip file) as the Default File Type.  Excel won't recognize dates properly if you use an Excel file type.
    3. Be sure to rename your Display columns to how you want them to display in your reports.
  2. Once you create the export, it would be listed under 'Saved Custom Exports'.
  3. Across the export, click on 'HTML Preview' button. It would show you the raw data in the browser. Copy the URL.

Step 2: Create the Report File and Import the Data

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