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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

Data transformation in Power Query

The first step in setting up the data model is to download the necessary Adventure Works data files. You can access the files at https://github.com/PacktPublishing/Building-Interactive-Dashboards-in-Microsoft-365-Excel/tree/main/AdventureWorksDataset, as shown in the following screenshot:

Figure 10.2 – Adventure Works data files

Figure 10.2 – Adventure Works data files

An easy way to download all the data files at once is to click on the green Code button at the top right of the web page and click the Download ZIP button, as shown in the following screenshot:

Figure 10.3 – Downloading the data files

Figure 10.3 – Downloading the data files

After downloading the zipped folder, unzip it to extract the data files, as shown in the following screenshot:

Figure 10.4 – Extracting the data files from the zipped folder

Figure 10.4 – Extracting the data files from the zipped folder

These data files are comma-separated values (CSV) files of the datasets of Adventure Works. They are the very...

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