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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

Dynamic reports with PivotTables

PivotTables make it easy to create dynamic and visually engaging reports without writing a single formula. We will demonstrate this by creating a report like the one in Figure 5.29, using just a Pivot Table, slicers, and a PivotChart. A Pivot Chart is essentially a chart built on the outcome of a Pivot Table:

Figure 5.29 – A dynamic report created by using a Pivot Table

Figure 5.29 – A dynamic report created by using a Pivot Table

The practice file is Dynamic Reports.xlsx and can be accessed in the companion folder. The practice data is in the Sales Data sheet, as shown in Figure 5.30:

Figure 5.30 – The Pizza Inc sales data

Figure 5.30 – The Pizza Inc sales data

The sales data, shown in Figure 5.30, is for a fictitious company called Pizza Inc that has five branches across Nigeria. They sell 16 different pizza types grouped into two categories. Pizzas priced at 4,000 naira and less are classed as regular, while pizzas selling at prices greater than 4,000 naira are classed as...

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