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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

Introducing dashboards and reports

Dashboards are visual representations of key metrics and actionable insights to be primarily consumed by decision makers. Many self-acclaimed dashboard experts say it should always be set to fit within a screen view, and the reason for this is a very valid one. Imagine needing to scroll down to see the fuel gauge on your car’s dashboard; seeing everything in one ever-present view is a much better user experience than having to scroll. The trouble, however, lies with whose screen. Screen resolution, monitor size, and Excel zoom settings are never the same for all parties concerned – the dashboard builder and the dashboard users. So it can be a very tricky clause to include in the dashboard definition, but knowing this, it is always good to aim to avoid the need for your dashboard users to scroll right or down when viewing your dashboard.

Reports are well-formatted presentations of data and are often the outcome of all data analysis...

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