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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

Power Query: the Ultimate Data Transformation Tool

The most important update to Excel in the last 12 years has been Power Query. Power Query is a powerful data connectivity and data transformation tool. Its purpose is to enable report and dashboard builders that connect directly to the data they need, wherever it is stored, transform the data as desired, and have a repeatable process of generating updated reports and dashboards as the underlying data changes.

Much of what Power Query makes possible out of the box for the modern Excel user is transformations that used to be only possible via Visual Basic for Applications (VBA) code in Excel. There are daily, weekly, and monthly reports that were not possible to fully automate in earlier versions of Excel without using VBA but are now possible by using Power Query. Power Query makes it possible to build fully automated dashboards in Excel without writing VBA code or complex formulas.

In this chapter, we will get you well acquainted...

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