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#EXCEL FOR MAC 2016 WEB QUERY UPDATE#

#EXCEL FOR MAC 2016 WEB QUERY UPDATE#

Please update the credential type through a refresh or in the Data Source Settings dialog to continue. Specifically, you may encounter a persistent error similar to:ĭetails: "The credentials provided cannot be used for the Web source. Some users experience errors when attempting to import data using the standard "From Web" functionality. The data is pasted into the empty worksheetĪlternative Web Data Access Method for Step 3.Choose Fill down formulas in columns adjacent to data.Choose Overwrite existing cells with new data, clear unused cells.In the top of the window, name your export "Raw Data".The "External Data Range" window appears.This will select all the CommCare data in the export. Click the second Yellow Arrow above the table of data (not the very top one).The export will be displayed to you in the Web Query Window.( NOTE: Accounts with Two-Factor Authentication (2FA) enabled are not supported at the moment) Type your CommCareHQ username and password. The "Windows Security" window appears.In the "Address" bar at the top, Paste the link you address you copied in Step 2 above.Be sure you have Copy link address from step 2 above so it is on your clipboard.

Please see Alternative Web Data Access Method for Step 3, below) 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.Now we will pull in the data from the Excel file.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.You may need to refresh the page to confirm that the update is complete. 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.