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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

1. Part 1 – Dashboards and Reports in Modern Excel

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

Why subscribe?

17. Other Books You May Enjoy

Common issues and how to overcome them

There are some common issues you are bound to face in the quest to connect directly to the primary data source. We will examine these issues and explore practical ways to overcome them.

No connector in Excel: You have identified the primary data source and you don’t have any objections from the organization regarding connecting directly to the data source. The issue is you can’t find any connector for the data source within Excel. How do you proceed then? Fortunately, there are many custom connectors. The most common one is the Open Database Connectivity (ODBC) connector. You can always try to get the organization’s technical team to set up an ODBC connector for you. The following screenshot shows what the ODBC setup window looks like:

Figure 3.22 – The ODBC connector setup window

Figure 3.22 – The ODBC connector setup window

In situations where no one is able to set up an ODBC connector for you, you can buy ODBC drivers...

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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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