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**** Download the Example Dashboard **** 

 


A graphical dashboard

Individual pages with data:

User definable filters:

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  1. In Excel, Create a New File.
  2. You will have a blank Excel file now.
  3. Go to a blank tab in your workbook. Rename that sheet "Raw Data".
  4. Select the top-left cell (A1).
  5. Now we will pull in the data from the Excel file
  6. Choose the Data menu
  7. Choose From Web in the "Get External Data" section (NOTE: If you are getting issues when trying to import data to the web, you may want to use From Web (Legacy) instead of the standard From Web. Please see Alternative Web Data Access Method for Step 3, below)
  8. Be sure you have Copy link address from step 2 above so it is on your clipboard.
  9. The "New Web Query" window appears.  
  10. In the "Address" bar at the top, Paste the link you address you copied in Step 2 above.  It should be something like "https://www.commcarehq.org/a/excelreportingdemo/reports/export/saved/download/96c41fd6fb9be6119ad32467254cbc9a/"
  11. Click Go
  12. The "Windows Security" window appears. Type your CommCareHQ username and password

    . (NOTE: Accounts

    . If you are using two factor authentication, review the custom instructions in the box below. If you do not use two factor authentication, proceed to step 13.  

    Info
    iconfalse
    titleSpecial Instructions for Users with Two-Factor Authentication
    (2FA) enabled are not supported at the moment)

    This box is only for accounts with two factor authentication enabled. If you do not use two factor authentication, proceed to (13) below. 

    1. Click the "Advanced" radio button. The URL supplied from step 10 should remain in the URL field.
    2. Under the "HTTP request header parameters (optional)" field, add "Authorization". NOTE: This is not a value found from the dropdown options.
    3. For the field next to this header, type "ApiKey <username>:<API_KEY>". For example, if your username is "JohnDoe@google.com", and your API Key is 12345, the field should look like: "ApiKey JohnDoe@google.com:12345"

      Image Added

    4. Note: If the wrong username or API_KEY are provided, a retry dialog will display like the following:

      Image Added

      With API Key verification, it is necessary to click back to fix the error and try again. Both the "Basic" and "Web API" options will not work.


  13. The export will be displayed to you in the Web Query Window
  14. Click the second Yellow Arrow  above the table of data (not the very top one). This will select all the CommCare data in the export.
  15. Click Import
  16. The "Import Data" window appears.
  17. Click Properties
  18. The "External Data Range" window appears
    1. In the top of the window, name your export "Raw Data"
    2. Choose Save query definition
    3. Choose Enable background refresh
    4. Choose Preserve Cell Formatting
    5. Choose Adjust column width
    6. Choose Overwrite existing cells with new data, clear unused cells
    7. Choose Fill down formulas in columns adjacent to data
    8. Click OK



  19. Click OK again
  20. The data is pasted into the empty worksheet

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