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Building Interactive Dashboards in Microsoft 365 Excel

Building Interactive Dashboards in Microsoft 365 Excel

This is the code repository for Building Interactive Dashboards in Microsoft 365 Excel, published by Packt.

Harness the new features and formulae in M365 Excel to create dynamic, automated dashboards

What is this book about?

M365 Excel is a modern Excel version that is constantly updated with features that make creating and automating analyses, reports, and dashboards very easy compared with older Excel versions. This book will help you leverage its full capabilities, beginning with a quick overview of what dashboards are and how they are different from other types of reports. Then, you’ll familiarize yourself with the different standard dashboards currently available and what they are meant to accomplish for organizations. As you progress, you’ll get to grips with the use of new powerful tools such as Power Query and dynamic array formulae in the automation of analysis, gaining insights into the right approach to take in building effective dashboards. You’ll equip yourself with not only all the essential formulae, charts, and non-chart visuals but also learn how to set up your dashboard perfectly. Along the way, you’ll build a couple of awesome dashboards from scratch to utilize your newfound knowledge.

This book covers the following exciting features:

  • Understand the importance of dashboards in today's business analytics environment
  • Delve into the various essential formulae in Excel
  • Utilize Power Query to shape and transform data to extract insights easily
  • Explore the power of the new dynamic array functions in M365
  • Employ PivotTable and Power Pivot to automate your dashboards
  • Master the setup and optimization of your dashboard canvas
  • Discover best practices for visualization, charts, and effective dashboard creation
  • Consolidate your knowledge through a hands-on concluding project

If you feel this book is for you, get your copy today!

Instructions and Navigations

All of the code and files are organized into folders.

The code will look like the following:

=IFS(B28=”A”,”Excellent”,B28=”B”,”Very Good”,B28=”C “, “Good”,B28=”D”,”Poor”,B28=”E”,”Very Poor”,B28=”F”,”Fail”)

Following is what you need for this book: This book is for Microsoft Excel users, especially those tasked with creating dynamic reports and dashboards that require data and help support to decision-makers within an organization with visually engaging and actionable insights. Financial analysts, data analysts, business analysts, and BI professionals will also greatly benefit from this book. Some familiarity with the Microsoft Excel interface is a prerequisite

With the following software and hardware list you can run all code files present in the book (Chapter 1-12).

Software and Hardware List

Chapter Software required OS required
1-12 Microsoft Excel Windows

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Get to Know the Author

Michael Olafusi is a nine-time Microsoft Most Valuable Professional (MVP) who has been consulting in the data analytics and BI domain since 2014 He holds a bachelor’s in Electrical Electronics Engineering, a Master of Business Administration, and a Master of Science in Financial Engineering. Despite holding dozens of certifications, he believes that true mastery in the data analytics domain comes from real-world experience Data is as ubiquitous as sand, and everyone can build sand castles. The only people companies value are those who can build lasting high-value glass structures and not just fancy just-for-showoff sand castles. Michael is on a mission to help analytics enthusiasts go from low-value fanciful report builders to builders of robust business-supporting valuable reports

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