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Comment: Adding a couple of snapshots to make the data import steps clearer

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  1. In Excel, Create a New File. Call it "Reports.xlsx"
  2. You will have a blank Excel file now.
  3. Now we will pull in the data from the csv file
    1. Choose the Data menu
    2. Choose From Web in the "Get External Data" options in the top left
    3. Paste the URL that you copied in Step 1. Then click Go.
    4. It might open a popup asking a username and password. Enter you CommCareHQ username and password.
    5. You would see some data in the window. In the top left of the data, notice a small yellow box with a forward arrow (there might be a couple of them).
    6. Click on the yellow box, just above the data. This would select the data to be imported, and the box would turn into a green checkbox.
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    8. Click on 'Import'. It's important to click on the yellow box with arrow, before clicking on Import, otherwise things will not work properly.
    9. Choose New Worksheet in the next window the click "Properties..."
    10. In the Properties window
      1. Check the box for Refresh data when opening the file
      2. Check the box for Refresh every 60 minutes
      3. This will pull the latest data from CommCareHQ every time you open the file, or after 60 mins.
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    11. Click OK
    12. Rename the tab "Raw Data"
    13. You now have the data in your reports file and it will automatically update each time you open the file or after 60 mins.

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