Step 3: Create the Excel Connection to your export You may need to refresh the page to confirm that the update is complete. Follow these steps to configure your Excel sheet to pull the latest data from the report: We will use the Excel Dashboard Integration report that we created to populate the dashboard. Step 2: Copy the Web Address of your saved export
Step 1: Create Custom Export in HQ for the project Raw Data.csv: The raw data downloaded from CommCare for reference. Most of the functionality described is also available in earlier versions of Excel though may be called different names.ĬommCare Dashboard.xlsx: The Dashboard file. Excel Version: This tutorial was written for Microsoft Excel 2010.
