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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 result will contain the following:

A graphical dashboard

Individual pages with data:

User definable filters:

 

Step 1: Create the data export and download data

  1. See this page for details on creating the data export: Raw Data
  2. Be sure to rename your Display columns to how you want them to display in your reports.
    Raw Data
  3. Download your export and save it with the name: "Raw Data.xlsx".  
  4. It is important to choose a name for this file that you will remember. Every time you save a new update it will need to have the same name.
  5. Your exported data will look like this.

  

 

Step 2: Create the Report File

The next step is to create the file that will hold the reports. This is a separate Excel file than your raw data file.  This way you can update the raw data without having to change the reports file.

  1. In Excel, Create a New File.
  2. Save the file as "Reports.xlsx"

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