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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

The role of Slicers

Slicers are the modern version of filters in Excel. You can include a slicer in any Pivot Table report and any Excel range formatted as a table. You will always find Slicer under the Insert menu, and for a Pivot Table, you can also find it under the PivotTable Analyze menu. For a good illustration, we will put the OnlineOrderFlag field in a Slicer (see Figure 5.21):

Figure 5.21 – An overview of inserting a slicer in Excel

Figure 5.21 – An overview of inserting a slicer in Excel

It works exactly like a filter but comes with the added advantage of more visual customizations. To fully explore these customizations, we will take out the OnlineOrderFlag slicer and use a field with more distinct values so that we get a richer experience with the customizations. To remove a slicer, you can click on it and hit the Delete key on your keyboard. Alternatively, you can right-click on the slicer and click on Remove OnlineOrderFlag, as shown in the following screenshot:

Figure 5.22 – Removing a slicer
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