Building Interactive Dashboards in Microsoft 365 Excel
Building Interactive Dashboards in Microsoft 365 Excel
Harness the new features and formulae in M365 Excel to create dynamic, automated dashboards
About the Book
M365 Excel is a modern Excel version that is constantly updated with features that make creating and automating analyses, reports, and dashboards very easy compared with older Excel versions. This book will help you leverage its full capabilities, beginning with a quick overview of what dashboards are and how they are different from other types of reports. Then, you’ll familiarize yourself with the different standard dashboards currently available and what they are meant to accomplish for organizations. As you progress, you’ll get to grips with the use of new powerful tools such as Power Query and dynamic array formulae in the automation of analysis, gaining insights into the right approach to take in building effective dashboards. You’ll equip yourself with not only all the essential formulae, charts, and non-chart visuals but also learn how to set up your dashboard perfectly. Along the way, you’ll build a couple of awesome dashboards from scratch to utilize your newfound knowledge. By the end of this book, you will be able to carry out an impressive and robust level of analysis on business data that may come from multiple sources or files, using better processes, formulae, and best practices in M365 to create insightful dashboards faster.
Table of Contents
- Dashboards, Reports, and M365 Excel
- Common Dashboards in Large Companies
- The Importance of Connecting Directly to the Primary Data Sources
- Power Query: the Ultimate Data Transformation Tool
- PivotTable and Power Pivot
- Must-Know Legacy Excel Functions
- Dynamic Array Functions and Lambda Functions
- Getting Comfortable with the 19 Excel Charts
- Non-Chart Visuals
- Setting Up the Dashboard's Data Model
- Perfecting the Dashboard
- Best Practices for Real-World Dashboard Building
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