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Building Interactive Dashboards in Microsoft 365 Excel

Building Interactive Dashboards in Microsoft 365 Excel

By : Michael Olafusi
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Building Interactive Dashboards in Microsoft 365 Excel

Building Interactive Dashboards in Microsoft 365 Excel

4 (3)
By: Michael Olafusi

Overview of this 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 (18 chapters)
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Part 1 – Dashboards and Reports in Modern Excel
4
Part 2 – Keeping Your Eyes on Automation
10
Part 3 – Getting the Visualization Right

Dashboards, Reports, and M365 Excel

Many Excel users use the words dashboard and report interchangeably and are not able to clearly delineate them. This is often because most people learn to use Excel on the job and not before they are mandated by superiors to churn out reports and dashboards for them. It is not uncommon to have a manager who calls everything with a beautiful chart in it a dashboard and another who believes only specialist software (other than Excel) can create dashboards. Sadly, no analyst who is bounced endlessly between these two types of managers will understand the real difference between a dashboard and a report.

Microsoft sadly adds to the woes analysts face at work by creating different versions of Microsoft Excel. Almost every week, I come across an analyst spending hours and using complex formulas they copied from an online forum without understanding how the 100-plus-characters cocktail of functions works to achieve what is now an easy single function...

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Building Interactive Dashboards in Microsoft 365 Excel
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