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E-book
Author Olafusi, Michael, author

Title BUILDING INTERACTIVE DASHBOARDS IN MICROSOFT 365 EXCEL harness the new features and formulae in M365 Excel to create dynamic, automated dashboards / Michael Olafusi ; foreword by Olanrewaju Oyinbooke
Edition 1st edition
Published Birmingham, UK : Packt Publishing Ltd., 2024

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Description 1 online resource
Contents Cover -- Title page -- Copyright and credit -- Foreword -- Contributors -- Table of Contents -- Preface -- Part 1 -- Dashboards and Reports in Modern Excel -- Chapter 1: Dashboards, Reports, and M365 Excel -- Introducing dashboards and reports -- Meeting modern business needs -- The characteristics of a dashboard -- The different versions of Microsoft Excel -- Excel 365 -- Excel 2021 -- Older versions of Excel -- Summary -- Further reading -- Chapter 2: Common Dashboards in Large Companies -- Major types of dashboards -- Understanding the sales dashboard
Understanding the financial analysis dashboard -- Understanding the HR dashboard -- Understanding the supply chain and logistics dashboard -- Understanding the marketing dashboard -- Summary -- Part 2 -- Keeping Your Eyes on Automation -- Chapter 3: The Importance of Connecting Directly to the Primary Data Sources -- The different ways to bring data into Excel -- Copying and pasting data into Excel -- Importing data from flat files -- Importing data from databases -- Importing data from cloud platforms -- Connecting directly to the primary data source -- Common issues and how to overcome them
Chapter 5: PivotTable and Power Pivot -- Mastering Pivot Tables -- The role of Slicers -- Dynamic reports with PivotTables -- Power Pivot and Data Models -- DAX -- Summary -- Chapter 6: Must-Know Legacy Excel Functions -- Math and statistical functions -- SUM -- SUMIFS -- COUNT -- COUNTIFS -- MIN -- MAX -- AVERAGE -- Logical functions -- IF -- IFS -- IFERROR -- SWITCH -- OR -- AND -- Text manipulation functions -- LEFT -- MID -- RIGHT -- SEARCH -- SUBSTITUTE -- TEXT -- LEN -- Date manipulation functions -- TODAY -- DATE -- YEAR -- MONTH -- DAY -- EDATE -- EOMONTH -- WEEKNUM
Lookup and reference functions -- VLOOKUP -- HLOOKUP -- INDEX -- MATCH -- OFFSET -- INDIRECT -- CHOOSE -- Summary -- Chapter 7: Dynamic Array Functions and Lambda Functions -- Dynamic array functions -- UNIQUE -- FILTER -- SEQUENCE -- SORT -- SORTBY -- Lambda functions -- LAMBDA -- BYCOL -- BYROW -- MAKEARRAY -- MAP -- REDUCE -- SCAN -- Summary -- Part 3 -- Getting the Visualization Right -- Chapter 8: Getting Comfortable with the 19 Excel Charts -- Column chart -- Bar chart -- Line chart -- Area chart -- Pie chart -- Doughnut chart -- XY (scatter) chart -- Bubble chart -- Stock chart
Summary Unleash the full potential of Microsoft Excel's latest version and elevate your data-driven prowess with this comprehensive resource Key Features Create robust and automated dashboards in Excel for M365 Apply data visualization principles and employ dynamic charts and tables to create constantly updated and informative dashboards for your organization Uncover the best practices for effective dashboard creation Purchase of the print or Kindle book includes a free PDF eBook Book Description 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. By the end of this book, you will be able to carry out an impressive and robust level of analysis on business data that may come from multiple sources or files, using better processes, formulae, and best practices in M365 to create insightful dashboards faster. What you will learn 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 Who this book is for 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
SUBJECT Microsoft Excel (Computer file) http://id.loc.gov/authorities/names/n86025775
Subject Dashboards (Management information systems)
Genre/Form Electronic books
Form Electronic book
Author Oyinbooke, Olanrewaju, writer of foreword
ISBN 9781803247472
1803247479