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This page walks through building an Excel dashboard with data from CommCare. Similar to how Excel helps people build spreadsheets, CommCare enables anyone to build a free customized mobile app - no IT background required. After collecting data with your CommCare app (don't yet have an account? Sign up for a free trial here.) you can download your data and load it in Excel to create dashboards.
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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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The intended audience for this page is a CommCare administrator who is familiar with CommCareHQ and has some experience in Excel. The end result will contain the following:
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Download the
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Excel Dashboard
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Getting Started
Excel Version: This tutorial was written for Microsoft Excel 2010. Most of the functionality described is also available in earlier versions of Excel though may be called different names.
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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.
Excel Dashboard integration feed link is disabled and my data is not getting updated
Re-enable the disabled feed.
Try using a different browser.
If you face the issue seen in the screenshot below, attempt using “Basic” instead of “Anonymous” or use the From Web (Legacy) option instead:
If you have Two-Factor Authentication enabled and are experiencing issues with your credentials (API Key):
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.
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.
A common issue is the absence of a Microsoft account on the device, which can prevent the connection from being established.
In this case, check with your internal IT team to see if your Microsoft account might be causing issues with the Excel integration.
