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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
    1. For Export Name name it "Raw Data"
    2. For Default File Type choose CSV (zip file) as the Default File Type 
    3. Be sure to rename your Display columns to how you want them to display in your reports.
  2. Download your export and save the zip file to your computer
    1. If it is not a zip file, you need to edit the export and choose CSV as the default file type
  3. Unzip the file you downloaded. It should contain a file called "Raw Data.csv"
  4. Your exported data will look like the below picture:

  

 

Step 2: Create the Report File and Import the Data

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" in the same directory that you save the export in Step 1.
  3. You will have a blank Excel file now.
  4. Now we will pull in the data from the csv file
    1. Choose the Data menu
    2. Choose From Text in the "Get External Data" options in the top left
    3. Browse and select your "Raw Data.csv" file from step 1
    4. On the first screen choose Delimited and click Next.
    5. On the second screen check the box for Comma and uncheck all other boxes. Click Next.
    6. On the third screen click Finish.
    7. Choose New Worksheet in the next window the click "Properties..."
    8. In the Properties window check the box for Refresh data when opening the file
    9. Click OK
    10. Rename the tab "Raw Data"
    11. Your file should look like this:

 

Step 3: Create the first Pivot Chart

The first chart we will create is the Line Graph of Expected Delivery Date.  This will plot the number of women expected to give birth in each month, broken down by Clinic.

  1. In the blank Reports.xlsx file rename the first Tab "Expected Delivery Date"
  2. Be sure that your Raw Data file is open
  3. Select the top-left cell (A1) in the Reports.xlsx
  4. In the Insert menu choose Pivot Chart from the PivotTable icon
  5. In the window that pops up, click the icon next to "Table/Range"
  6. Switch windows to the Raw Data.xlsx file that is already open and select the entire columns that contain the data
    1. It is important that the Raw Data.xlsx file is already open before doing step 5.
  7. The small window should populate with something similar to "'[Raw Data.xlsx]Raw Data'!$A:$E". Click the icon next to that.
  8. Click Ok.

 

 

 

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