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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

Treemap chart

A treemap chart is a hierarchical chart that is relatively new in Excel. It can be used in place of a clustered column chart for just one set of values for a metric. It always arranges the category values in descending order. It also has the advantage of being space-optimal, adjusting very well to size changes. The following screenshot is an example of a treemap showing regional sales:

Figure 8.35 – Treemap chart of regional sales

Figure 8.35 – Treemap chart of regional sales

Notice that the arrangement of the category values in the chart is in descending order and not in their natural order in the source table. That can be useful in a dashboard of changing data values, as it will always rearrange the category values in descending order.

Lastly, if we reduced the width of the chart, it would reshape its entire plot to make good use of the new size dimensions assigned to it. See the following screenshot for this size adjustment:

Figure 8.36 – Resized treemap chart

Figure 8.36 –...

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