Key Takeaways

  • Whether you're new to the National Chronic Disease Self-Management Education Database or need an update, these resources can help you get the most out of the tool.

  • Find tips on creating or modifying your database account, navigating the database, and using the data visualization tool Power BI.

The National Chronic Disease Self-Management Education Database has valuable participant and workshop level information from evidence-based CDSME programs across the country. Here's how to get the most out of the tool.

Create or modify a National Chronic Disease Self-Management Education (CDSME) Database account

Complete the Grantee and Users Intake Form to create your account in the National CDSME Database and Power BI. This information will help us create your organization’s profile and network page, and set appropriate permissions for database users. Email the completed form to Angelica Herrera-Venson (


  • The number of users for the National CDSME Database is limited to five, with one assigned to use Power BI. 
  • Follow the instructions on the intake form to indicate whether each individual will serve as a “lead contact” or “general contact” affiliated with your network. 
  • Also indicate which database users will have “full administrative access,” and who will have “data entry only” access levels. 


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Watch the latest database training

This webinar reviews how to navigate the National CDSME Database in Salesforce, enter data, and track your workshop activity. Presenters review procedures for importing data from third-party vendors, data security and privacy requirements, and important quality assurance measures. CDSME grant leads and key staff responsible for data collection, entry, and management should review this content.

Download the PowerPoint slides below, or watch the webinar recording.

Get acquainted with Power BI

Use these instructions to log into the data visualization software Power BI, and begin exploring reports for your Chronic Disease Self-Management Education data.

Prepare for your semi-annual Administration for Community Living grant reports

Administration for Community Living Chronic Disease Self-Management Education (CDSME) Grantees submit progress reports on a semi-annual schedule. Each semi-annual report requires inclusion of “Appendix A,” a chart showing the participants and completers entered into the National CDSME Database. As of January 2022, the process for developing Appendix A, detailing quantitative data, for your semi-annual report has changed. 

Follow the instructions below to create “Appendix A” from Power BI for the current 6 month reporting period and the cumulative grant period.

Note: If your organization has multiple CDSME grants from the Administration for Community Living, contact Angelica Herrera-Venson ( for a data table allocated by grant year. This cannot be generated from Power BI.

View our data sharing agreement 

Complete this data sharing agreement if you plan to import data from a third-party vendor to the National CDSME Database. Email the completed form to Angelica Herrera-Venson (


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