Key Takeaways

  • Whether you're new to the National Chronic Disease Self-Management Education Database or need an update, review the resources below.

  • Find instructions to create or modify your database account, navigate the database, and use Power BI.

Create or Modify a National 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.


  • The number of users for the National CDSME Database is limited to 5, with one assigned to use PowerBI. 
  • 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. 




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 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

Use the Excel template below to populate your Appendix A, required in your semi-annual and final reports. This captures your enrollment, completion, and completion rates. Detailed instructions for completing Appendix A can be found in the video tutorial below.




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.