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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

PivotTable and Power Pivot

Pivot Tables have been at the core of dynamic reports in Excel for over 25 years, since their introduction in Excel 5 in 1994. They're often the quickest route to creating high-level or summary reports from large record sets. In the business world, most datasets are a growing set of daily transactions and business activities, which can be overwhelming for decision makers. The decision makers are often interested in summarized reports at a monthly or weekly level, grouped by a business relevant dimension (product, region, cost center, department, and so on). And for those responsible for creating these types of reports, a Pivot Table is a very convenient way to build them and capture new data in them automatically. The extremely important role a Pivot Table plays in the work life of a data analyst moved Microsoft to create Power Pivot as a more advanced version of a Pivot Table.

Pivot Tables and Power Pivot are indispensable tools for the modern data...

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