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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

Merging data from two tables into one table

There will be instances where you have data split across two tables but need them just in one table. For people with SQL knowledge, this is often achieved with an SQL JOIN clause. There are different types of joins: inner join, left outer join, right outer join, self join, cross join, and so on. In Power Query, Merge Query achieves many of these joins in a very easy-to-understand way.

As an example, we will merge data in the employees table we just worked on and a payroll table. You can access the practice files in the companion folder. The filename is Merge Data.xlsx.

Load the data from the two sheets in the file into Power Query. Go to the Home menu and click on Merge Queries as New. See the following screenshot:

Figure 4.32 – Merge Queries as New table in Power Query

Figure 4.32 – Merge Queries as New table in Power Query

In the Merge pane that comes up, select Employees Data as the first table and Payroll as the second table. The order is actually...

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