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

Olafusi, Michael

ISBN 10: 1803237295 / ISBN 13: 9781803237299

Published by Packt Publishing, 2024

Special order direct from the distributor. Seller Inventory # ING9781803237299

Synopsis:

Unleash the full potential of Microsoft Excel's latest version and elevate your data-driven prowess with this comprehensive resource

Key Features

• Create robust and automated dashboards in Excel for M365
• Apply data visualization principles and employ dynamic charts and tables to create constantly updated and informative dashboards for your organization
• Uncover the best practices for effective dashboard creation
• Purchase of the print or Kindle book includes a free PDF eBook

Book Description

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.

What you will learn

• Understand the importance of dashboards in today's business analytics environment
• Delve into the various essential formulae in Excel
• Utilize Power Query to shape and transform data to extract insights easily
• Explore the power of the new dynamic array functions in M365
• Employ PivotTable and Power Pivot to automate your dashboards
• Master the setup and optimization of your dashboard canvas
• Discover best practices for visualization, charts, and effective dashboard creation
• Consolidate your knowledge through a hands-on concluding project

Who this book is for

This 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 Contents

1. Dashboards, Reports, and M365 Excel
2. Common Dashboards in Large Companies
3. The Importance of Connecting Directly to the Primary Data Sources
4. Power Query: the Ultimate Data Transformation Tool
5. PivotTable and Power Pivot
6. Must-Know Legacy Excel Functions
7. Dynamic Array Functions and Lambda Functions
8. Getting Comfortable with the 19 Excel Charts
9. Non-Chart Visuals
10. Setting Up the Dashboard's Data Model
11. Perfecting the Dashboard
12. Best Practices for Real-World Dashboard Building

About the Author:

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.

Bibliographic Details

Title: Building Interactive Dashboards in Microsoft...
Publisher: Packt Publishing
Publication Date: 2024
Binding: paperback
Condition: New
Edition: 1st Edition.