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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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Summary

This has been a very long chapter as we went through special uses of Power Query – how it allows you to connect directly to over 100 data sources and carry out data transformations. We went through some common transformations such as appending data, merging data, unpivoting columns, filling series, and replacing values. I also shared with you some important tips to keep in mind as you work toward boosting your competence in the use of Power Query. Lastly, we examined how to load your transformed data and get a hang of the M code that powers everything in Power Query.

In the next chapter, we will explore the use of PivotTables and Power Pivot to create the analysis and dashboards you desire after using Power Query to pull in the clean data required.

The rest of the chapter is locked

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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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