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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

Appending data from multiple sources in one data table

A common issue you will face as you work with data from multiple sources is the need to consolidate data that is best used as a single table. An example that we will walk through is the consolidation of departmental tables that will best serve our analytical purpose if modeled into just one table. You can access the practice file in the companion folder for this book. The filename is AdventureWorks - Employees by Dept.xlsx, and it is a collection of employees by department in a fictitious company, AdventureWorks Limited.

The following screenshot shows the data in the practice file:

Figure 4.24 – An overview of table of employees by department

Figure 4.24 – An overview of table of employees by department

How do we go from these multiple tables of employees to one consolidated table of all employees? With Power Query, this is easily achieved by using Append Queries.

You start by pulling in all the tables in the Excel file into Power Query. In this...

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