I will automate excel reports and monthly kpis from survey data
KoboToolbox Expert Excel and Power BI Reporting Automation
About this Gig
I will transform your KoboToolbox data into a clean and automated Excel reporting system with accurate monthly KPIs.
Using Excel and Power Query, I structure and clean your dataset so key metrics update efficiently whenever new data is added. This reduces manual work, improves accuracy, and ensures consistent reporting for management and decision-making.
You can choose to work from exported KoboToolbox files or connect directly using Kobo API v2 for automatic refresh.
This service is ideal for businesses, teams, and organizations that need reliable KPI tracking without rebuilding reports every month.
What you will receive:
- Clean and structured dataset
- Automated monthly KPI calculations
- Totals, percentages, and segmented analysis
- Cumulative tracking where required
- Organized Excel file ready for ongoing use
- Clear instructions for future updates
I focus on clarity, efficiency, confidentiality, and building reporting systems that save time and scale with your data.
Technology:
Excel
Expertise:
API integration
My Portfolio
FAQ
What do you need from me to get started?
I need access to your KoboToolbox dataset. This can be either an exported Excel/CSV file or API access (for automated connection). I also need a clear list of the indicators you want calculated.
Can the report update automatically when new data is added?
Yes. If API integration is included, the Excel file can refresh automatically using Kobo API v2. Without API, you can upload a new export file and refresh with one click.
Can you calculate percentages and disaggregated indicators?
Yes. I can calculate totals, percentages, ratios, and disaggregation by gender, location, age group, or any structured variable in your dataset.
Do you work with NGOs and monitoring projects?
Yes. I have experience supporting NGO-style data collection and indicator-based reporting workflows designed for regular reporting cycles.
Is my data kept confidential?
Absolutely. I treat all project data as confidential and use it only for the purpose of delivering your reporting system.

