Help merge dataset from the roster to the main sheet

Salut @samk
The simplest approach is more of playing with excel functions as opposed to a KoBoToolBox approach. However since this is an issue face by most users, I will detail this here with external links.

APPROACH 1: IF YOUR UNIT OF ANALYSIS IS HOUSEHOLD

  1. Step 1: Convert all your repeat data, which sit on separate excel sheets, from long to wide format. Kindly refer to this process to do this.

  2. Step 2: Merge back all the converted new wide-format repeats back to the main sheet using the VLOOKUP approach. A third party video on this process is shown here.

APPROACH 2: IF YOUR UNIT OF ANALYSIS IS HOUSEHOLD MEMBER
In this case, you simply need to analyze the data per household member. In this case, you will need to simply bring the household data in the main sheet into the repeat sheet using the same VLOOKUP described above.

@samk could you try this out and document any lessons that you experience on your end.

Regards
Stephane

1 Like