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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

Transforming data in Power Query

Connecting to the data you need is a critical part of your dashboard building, and equally important is cleaning and shaping the data correctly. Power Query is Excel’s most powerful tool for data cleaning and transformation. You can easily combine data from multiple sources in Power Query using Merge Queries or Append Queries. You can remove duplicate entries, split a column into multiple columns, fill values down an empty range, fill values up an empty range, extract values from a column, unpivot a table (which might be new to Excel users who have not used Power Query before), and do many other data transformations necessary to get your data ready for analysis. Most of these transform tools can be found in the Transform menu, the Add Column menu, and the Home menu of Power Query. For convenience, if you right-click on a column name in Power Query, you will see a list of the commonly used transform tools, as shown in the following screenshot...

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