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pageCommCare Help Site Design Guidance
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Note: Mac users -  Excel dashboard integrations are primarily designed for PCs. Mac users should consider data extraction methods such as the data export tool, manual exports, or the daily saved export.

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  • In the Export Dashboard you will find a check box to select all or specific exports

  • On checking the box, you will notice a "Delete Selected Export" button becomes available on the left side of the page

  • Click on the "Delete Selected Export" button and you will be promoted to confirm the bulk delete action

  • Once Delete Export is clicked it will bulk delete the exports selected at once.

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Common Errors & Troubleshooting Steps

Users can unexpectedly encounter errors when setting up the Excel integration, which can be easily resolved by following this troubleshooting guide.

  1. Excel Dashboard integration feed link is disabled and my data is not getting updated

    1. Re-enable the disabled feed.

    2. Try using a different browser.

  2. If you face the issue seen in the screenshot below, attempt using “Basic” instead of “Anonymous” or use the From Web (Legacy) option instead:

    Image Added

  3. If you have Two-Factor Authentication enabled and are experiencing issues with your credentials (API Key):

    1. Navigate to your CommCare project space → My Account Settings → API Keys → Check if the API key is active and not expired. If it is expired, you will need to generate a new one.

  4. If your credentials are causing an error on your device not allowing the connection to be made, try setting up the connection on another device.

    1. A common issue is the absence of a Microsoft account on the device, which can prevent the connection from being established.

    2. In this case, check with your internal IT team to see if your Microsoft account might be causing issues with the Excel integration.