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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

The characteristics of a dashboard

Search for the word dashboard online, and you will be presented with a list of articles about dashboards that seem to have little in common. The reason is that most online articles that are at the top of search results are by professional content writers and not data analysts, and many were hired to promote a specific tool. For data analysts, a dashboard has some clear characteristics that set it apart from other types of reports.

A dashboard has the following definitive characteristics:

  • It is designed to be very visually engaging
  • It must be easy to read and understand
  • It must present actionable insights, using the key business metrics decision makers need to be on top of
  • It must be interactive, allowing users to dynamically view dimensions or aspects of the analysis (this is often achieved with slicers and filters in Excel)
  • It must be in its own dedicated sheet and occupy as close to a one-screen view as possible
  • It...
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