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Building Interactive Dashboards in Microsoft 365 Excel

You're reading from Building Interactive Dashboards in Microsoft 365 Excel

Product type Book

Published in Feb 2024

Publisher Packt

ISBN-13 9781803237299

Pages 420 pages

Edition 1st Edition

Languages

Concepts

Data Visualization

Author (1):

Michael Olafusi

Table of Contents (18) Chapters

Preface

Part 1 – Dashboards and Reports in Modern Excel

Chapter 1: Dashboards, Reports, and M365 Excel

Chapter 2: Common Dashboards in Lsarge Companies

Part 2 – Keeping Your Eyes on Automation

Chapter 3: The Importance of Connecting Directly to the Primary Data Sources

Chapter 4: Power Query: the Ultimate Data Transformation Tool

Chapter 5: PivotTable and Power Pivot

Chapter 6: Must-Know Legacy Excel Functions

Chapter 7: Dynamic Array Functions and Lambda Functions

Part 3 – Getting the Visualization Right

Chapter 8: Getting Comfortable with the 19 Excel Charts

Chapter 9: Non-Chart Visuals

Chapter 10: Setting Up the Dashboard's Data Model

Chapter 11: Perfecting the Dashboard

Chapter 12: Best Practices for Real-World Dashboard Building

Index

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The XY (scatter) chart, which we will begin to refer to as a scatter chart, is a relationship plot chart. It plots the relationship between two variables: the independent (X) variable and the dependent (Y) variable. A scatter chart is more popular in the research and academic space than in the business domain because most business users are looking for the performance of known metrics rather than trying to find the relationship between two metrics. So, you have to be careful when using this chart in the business domain: you should be able to confirm that the report users don’t have a well-established interpretation of the relationship between the metrics and that there is business value in showing how the two metrics are related.

One more important thing to note when using a scatter chart is that it is a values-only chart, meaning the horizontal axis is not used to display labels but numerical values. You should never use a scatter chart to plot values...

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Authors (1)

Michael Olafusi

Michael Olafusi is a 9x Microsoft Most Valuable Professional (MVP) and a business intelligence consultant. He is the lead consultant and founder of MHS Analytics Inc. in Canada and UrBizEdge Limited. He has been consulting for clients across North America, Europe, and Africa on data analysis, business intelligence, and financial modeling for the past 10 years. Outside of his consulting business, he is a member of Rotary and the Southern Cruisers Riding Club (SCRC) Chapter 373. He is a proud member of the Canadian Red Cross friendly calls volunteer team. He is also a faculty member at WorldQuant University, USA.

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