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Building Interactive Dashboards in Microsoft 365 Excel

You're reading from   Building Interactive Dashboards in Microsoft 365 Excel Harness the new features and formulae in M365 Excel to create dynamic, automated dashboards

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Product type Paperback
Published in Feb 2024
Publisher Packt
ISBN-13 9781803237299
Length 420 pages
Edition 1st Edition
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Author (1):
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Michael Olafusi Michael Olafusi
Author Profile Icon Michael Olafusi
Michael Olafusi
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Table of Contents (18) Chapters Close

Preface 1. Part 1 – Dashboards and Reports in Modern Excel FREE CHAPTER
2. Chapter 1: Dashboards, Reports, and M365 Excel 3. Chapter 2: Common Dashboards in Lsarge Companies 4. Part 2 – Keeping Your Eyes on Automation
5. Chapter 3: The Importance of Connecting Directly to the Primary Data Sources 6. Chapter 4: Power Query: the Ultimate Data Transformation Tool 7. Chapter 5: PivotTable and Power Pivot 8. Chapter 6: Must-Know Legacy Excel Functions 9. Chapter 7: Dynamic Array Functions and Lambda Functions 10. Part 3 – Getting the Visualization Right
11. Chapter 8: Getting Comfortable with the 19 Excel Charts 12. Chapter 9: Non-Chart Visuals 13. Chapter 10: Setting Up the Dashboard's Data Model 14. Chapter 11: Perfecting the Dashboard 15. Chapter 12: Best Practices for Real-World Dashboard Building 16. Index 17. Other Books You May Enjoy

Common issues and how to overcome them

There are some common issues you are bound to face in the quest to connect directly to the primary data source. We will examine these issues and explore practical ways to overcome them.

  • No connector in Excel: You have identified the primary data source and you don’t have any objections from the organization regarding connecting directly to the data source. The issue is you can’t find any connector for the data source within Excel. How do you proceed then? Fortunately, there are many custom connectors. The most common one is the Open Database Connectivity (ODBC) connector. You can always try to get the organization’s technical team to set up an ODBC connector for you. The following screenshot shows what the ODBC setup window looks like:
Figure 3.22 – The ODBC connector setup window

Figure 3.22 – The ODBC connector setup window

In situations where no one is able to set up an ODBC connector for you, you can buy ODBC drivers...

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