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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

Dashboards, Reports, and M365 Excel

Many Excel users use the words dashboard and report interchangeably and are not able to clearly delineate them. This is often because most people learn to use Excel on the job and not before they are mandated by superiors to churn out reports and dashboards for them. It is not uncommon to have a manager who calls everything with a beautiful chart in it a dashboard and another who believes only specialist software (other than Excel) can create dashboards. Sadly, no analyst who is bounced endlessly between these two types of managers will understand the real difference between a dashboard and a report.

Microsoft sadly adds to the woes analysts face at work by creating different versions of Microsoft Excel. Almost every week, I come across an analyst spending hours and using complex formulas they copied from an online forum without understanding how the 100-plus-characters cocktail of functions works to achieve what is now an easy single function...

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