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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


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