The next step is to create the file that will hold the reports. Step 3: Create the Excel Connection to your export Alternatively, you could simply highlight the URL to copy it.Select the Copy Dashboard Feed Link button again to copy the URL. This will copy the URL of the export file so you can paste into Excel in the next step.Select the Copy Dashboard Feed Link button.
Activedata for excel for mac update#
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Click Update Data button to generate the first report. In the main Exports section you will see your saved daily export. 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 Be sure to rename your Display columns to how you want them to display in your reports. Choose Automatically convert dates for Excel. See this Data Export Overview page for details on creating the data export:. Select Excel Dashboard on the left-hand side. Proceed to the Data section of CommCareHQ. 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.
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