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Building Interactive Dashboards in Microsoft 365 Excel: Harness the new features and formulae in M365 Excel to create dynamic, automated dashboards

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Book Details
Language
English
Publishers
Packt Publishing; 1st edition (29 Feb. 2024)
Weight
0.72 KG
Publication Date
29/02/2024
ISBN-10
1803237295
Pages
420 pages
ISBN-13
9781803237299
Dimensions
2.28 x 19.05 x 23.5 cm
SKU
9781803237299
Author Name
Michael Olafusi (Author)
Michael is the founder of MHS Analytics Inc. (Canada) and UrBizEdge Limited, providing business intelligence solutions and financial modeling services to clients around the globe.He is a Microsoft Most Valuable Professional (MVP) and Microsoft Certified Trainer (MCT). His team is available for consulting and training services delivery globally.Read more about this authorRead less about this author
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Unleash the full potential of Microsoft Excel's latest version and elevate your data-driven prowess with this comprehensive resourceKey FeaturesCreate robust and automated dashboards in Excel for M365Apply data visualization principles and employ dynamic charts and tables to create constantly updated and informative dashboards for your organizationUncover the best practices for effective dashboard creationPurchase of the print or Kindle book includes a free PDF eBookBook DescriptionM365 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. What you will learnUnderstand the importance of dashboards in today's business analytics environmentDelve into the various essential formulae in ExcelUtilize Power Query to shape and transform data to extract insights easilyExplore the power of the new dynamic array functions in M365Employ PivotTable and Power Pivot to automate your dashboardsMaster the setup and optimization of your dashboard canvasDiscover best practices for visualization, charts, and effective dashboard creationConsolidate your knowledge through a hands-on concluding projectWho this book is forThis book is for Microsoft Excel users, especially those tasked with creating dynamic reports and dashboards that require data and help support to decision-makers within an organization with visually engaging and actionable insights.

Financial analysts, data analysts, business analysts, and BI professionals will also greatly benefit from this book. Some familiarity with the Microsoft Excel interface is a prerequisite.

Table of ContentsDashboards, Reports, and M365 ExcelCommon Dashboards in Large CompaniesThe Importance of Connecting Directly to the Primary Data SourcesPower Query: the Ultimate Data Transformation ToolPivotTable and Power PivotMust-Know Legacy Excel FunctionsDynamic Array Functions and Lambda FunctionsGetting Comfortable with the 19 Excel ChartsNon-Chart VisualsSetting Up the Dashboard's Data ModelPerfecting the DashboardBest Practices for Real-World Dashboard Building. .

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