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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
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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

Text manipulation functions

Most datasets are a mix of text fields and numeric fields. A good data analyst should be adept at manipulating text fields. In this section, we will cover the major text manipulation functions you should be proficient at using:

  • LEFT
  • MID
  • RIGHT
  • SEARCH
  • SUBSTITUTE
  • TEXT
  • LEN

The first of these text manipulation functions that we will cover is LEFT.

LEFT

LEFT is an Excel function that extracts the first set of characters in a provided value. Its syntax is LEFT(text,number_of_characters). It is often useful for extracting a categorizing substring from a text field. The following screenshot shows an example involving extracting a country code from an asset tag:

Figure 6.15 – LEFT function example

Figure 6.15 – LEFT function example

The formula extract is =LEFT(A3,2). It extracts the first two characters from the selected cell.

MID

MID is an Excel formula for extracting characters from a provided value starting from...

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