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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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Conditional formatting

Conditional formatting is the use of logical rules to set the format for a cell or range of cells in Excel. With conditional formatting, you can set the cell value display format, font settings, border settings, and fill settings.

The following screenshot shows the format settings pane for the cell value. Notice that you can set the display for number, date, and text values:

Figure 9.2 – Value display format pane

Figure 9.2 – Value display format pane

From the Font settings pane, you can set the Font type, Font style, Size, Color, Underline, Strikethrough, Superscript, and Subscript. See the following screenshot for the Font settings pane:

Figure 9.3 – Font settings pane

Figure 9.3 – Font settings pane

There are also border settings that make it possible to create dynamically expanding or contracting borders, and different border types based on cell values. The following screenshot shows the Border settings pane:

Figure 9.4 – Border settings pane

Figure 9.4 &...

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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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