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:
- Refreshes automatically when you download a new data export from CommCareHQ.
- 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:
Create the Data Export on CommCareHQ
- Create the Report file
- Create a Pivot Table
- Create the Filters
- Protect the Sheets