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Gillian Javetski

Gillian Javetski

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One of CommCare's many built-in integration options is the Excel Dashboard integration, which allows programmatic teams to automatically feed their CommCare data into excel with a few easy steps. As part of the WHO FFX template package, we created a template Excel Dashboard to be downloaded and used by any organizations deploying the WHO FFX app.

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Find the instructions for your configuration steps below. Remember to reference the case type and properties documentation on the COVID-19 Template App: WHO FFX Protocol page as you dig into your data.

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titleSteps to create manual dashboard

To create a manual dashboard

  1. Go to Data > View All

  2. Click "Export Case Data"

  3. Click Export (case type = covid_19_case)

  4. Select a Date Range for the data you want to export

  5. Click "Prepare Export"

  6. Click "Download" 

  7. Open the Excel file and select the data in the first tab and copy it into the Raw Data sheet so the data is updated

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titleSteps to create dashboard integration (requires a paid plan)

To create a dashboard integration

Please note that this requires a paid plan to CommCare. If you are not currently on a paid plan, please apply for a pro bono subscription here.

  1. Got to Data > View All

  2. Click "Excel Dashboard Integration" (Only available for Standard subscription plan and higher)

  3. Choose Model type = case

  4. App type = Applications

  5. Application = name of your app (WHO First Few X (FFX) Cases

  6. Case type = covid_19_case

  7. Click "Add Dashboard Feed"

  8. Click "Create"

  9. Click "Update Data" 

  10. Refresh the page (Ctrl + F5) and copy the Dashboard Feed Link

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