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Building Interactive Dashboards in Microsoft 365 Excel

You're reading from   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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Product type Paperback
Published in Feb 2024
Publisher Packt
ISBN-13 9781803237299
Length 420 pages
Edition 1st Edition
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Author (1):
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Michael Olafusi Michael Olafusi
Author Profile Icon Michael Olafusi
Michael Olafusi
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Table of Contents (18) Chapters Close

Preface 1. Part 1 – Dashboards and Reports in Modern Excel FREE CHAPTER
2. Chapter 1: Dashboards, Reports, and M365 Excel 3. Chapter 2: Common Dashboards in Lsarge Companies 4. Part 2 – Keeping Your Eyes on Automation
5. Chapter 3: The Importance of Connecting Directly to the Primary Data Sources 6. Chapter 4: Power Query: the Ultimate Data Transformation Tool 7. Chapter 5: PivotTable and Power Pivot 8. Chapter 6: Must-Know Legacy Excel Functions 9. Chapter 7: Dynamic Array Functions and Lambda Functions 10. Part 3 – Getting the Visualization Right
11. Chapter 8: Getting Comfortable with the 19 Excel Charts 12. Chapter 9: Non-Chart Visuals 13. Chapter 10: Setting Up the Dashboard's Data Model 14. Chapter 11: Perfecting the Dashboard 15. Chapter 12: Best Practices for Real-World Dashboard Building 16. Index 17. Other Books You May Enjoy

Common data transformations

In addition to being great at appending tables and merging tables, you will encounter many other data transformation needs that will necessitate using some of Power Query’s amazing tools. We will cover the common ones in this section.

Choose Columns

It might sound simplistic, but if you are working with tables with lots of columns and you want a quick way to select the columns you need, then you will appreciate that Power Query has a tool for just that. All you need to do is click the Choose Columns button under the Home menu and you will be presented with a window showing all the column names with a checkbox beside them. For ease of spotting the required columns, you can set the column names to be sorted from A to Z. See the following screenshot:

Figure 4.39 – Choose Columns in Power Query

Figure 4.39 – Choose Columns in Power Query

Choose Columns is a fast and convenient way to select the columns needed in a table that has lots of columns.

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