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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 and download data

    a. See this page for details on creating the data export: Raw Data

    b. Download your export and save it with the name: "Raw Data.xlsx"

      



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

 

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