Designing an XLS form inclusive of VLOOKUP function

User Support Form Building
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1

Hi everyone

I am designing an XLS form and would like to know if I can use a VLOOKUP function to link it to an existing Excel spreadsheet with Unique Identifier Codes for automatic entry.

Thank you.

2

Hi everyone. I am designing an XLS form and would like to know if I can use a VLOOKUP function to link it to an existing Excel spreadsheet with Unique Identifier Codes for automatic entry. Thank you.

3

@ntombie, you could do this using the pull data function as outlined in this support article Pull Data Functionality in KoboToolbox.

In addition, these community posts discussed previously also show some workarounds for using the feature.

4

@Kal_Lam , thank you for your assistance . It is much appreciated. I will go through the Pull Data Functionality in Kobo Toolbox link you shared to gain more insight. I will indicate here if I successfully incorporate the function.

1 Like
5

I have tried to upload the xls form but when I try to deploy it , I receive an error message stating that ‘Failed to load Healthcodes.csv.’ How best can i solve this error message? Thank you. Attached is the dummy sample of my form:
Sampledata.xlsx (15.7 KB)
HealthCodes.csv (241 Bytes)

6

@ntombie, have you uploaded your CSV file under the SETTINGS>Media tab as shown in the image below?

image
image1649×675 24.9 KB

7

@Kal_Lam , yes I did but I seem to be getting this error message. I adjusted fullname being referred to in the error message and added an underscore, i.e. full_name but the error message has not cleared as yet.

Screenshot (284)
Screenshot (284)556×415 10.7 KB

8

I have tried to make some adjustments to the XLSForm but i am still getting an error message
xlstrial.xlsx (15.4 KB)

9

Hi @ntombie,
Select and delete unwanted/blank columns once if there is any data mistakenly left in a cell.

Please ensure that there are no blank column headers or column headings containing blanks.

e.g. full name to be written as full_name

Upload your fav and deploy.

Hope it helps

11

@pritamlonkar786 Thank you. I created unique keys for all respondents, labeled as idrespondents, and added a read_only column to enable autofill. I also ensured that all codes in the pulldata function aligned with the corresponding columns in the .csv file. As a result, my form uploaded successfully to Kobo Toolbox.
xlstrial.xlsx (15.5 KB)