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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

Product type Paperback

Published in Feb 2024

Publisher Packt

ISBN-13 9781803237299

Length 420 pages

Edition 1st Edition

Languages

Power Query

Tools

Excel

Concepts

Data Visualization

Author (1):

Michael Olafusi

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Table of Contents (18) Chapters

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

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17. Other Books You May Enjoy

Summary

Functions are the bedrock of reports and dashboard creation in Excel. In this chapter, we covered the must-know Excel functions in Excel versions up until Excel 2019. This has laid an important foundation that we will build on in Chapter 12, Best Practices for Real-World Dashboard Building.

You are now knowledgeable about important math functions, logical functions, text manipulation functions, and lookup functions in Legacy Excel. In the next chapter, we will cover a new class of functions that are available in Excel 365: dynamic array functions and lambda functions. They make what used to require macros and complex processes possible in Excel. You will find them very interesting and useful in creating a modern interactive dashboard.

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Authors (1)

Michael Olafusi

Michael Olafusi

Michael Olafusi is a 9x Microsoft Most Valuable Professional (MVP) and a business intelligence consultant. He is the lead consultant and founder of MHS Analytics Inc. in Canada and UrBizEdge Limited. He has been consulting for clients across North America, Europe, and Africa on data analysis, business intelligence, and financial modeling for the past 10 years. Outside of his consulting business, he is a member of Rotary and the Southern Cruisers Riding Club (SCRC) Chapter 373. He is a proud member of the Canadian Red Cross friendly calls volunteer team. He is also a faculty member at WorldQuant University, USA.

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