Overview

This tutorial will walk you through how to use Microsoft Excel to build a simple dashboard using CommCareHQ data exports.  By the end of the tutorial you will be able to create a dashboard that:

1. Refreshes automatically when you download a new data export from CommCareHQ.
2. Allows users to filter the dashboard for information relevant to them.

The final product looks will contain the following:

A graphical dashboard:

Individual pages with data:

User definable filters:

 

1. Create the Data Export on CommCareHQ

2. Create the Report file
3. Create a Pivot Table
4. Create the Filters
5. Protect the Sheets