Building Interactive Dashboards in Microsoft 365 Excel : Harness the New Features and Formulae in M365 Excel to Create Dynamic, Automated Dashboards

Building Interactive Dashboards in Microsoft 365 Excel Harness the New Features and Formulae in M365 Excel to Create Dynamic, Automated Dashboards

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 constantl...

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Detalles Bibliográficos
Otros Autores: Olafusi, Michael, author (author), Oyinbooke, Olanrewaju, author
Formato: Libro electrónico
Idioma:Inglés
Publicado: Birmingham, England : Packt Publishing [2024]
Edición:First edition
Materias:
Microsoft Excel (Computer file)
Dashboards (Management information systems)
Ver en Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009805128006719
Tabla de Contenidos:
  • 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
  • Summary
  • Chapter 4: Power Query: the Ultimate Data Transformation Tool
  • Introduction to Power Query
  • Connecting to over 100 different data sources
  • Transforming data in Power Query
  • Appending data from multiple sources in one data table
  • Merging data from two tables into one table
  • Common data transformations
  • Choose Columns
  • Keep Rows and Remove Rows
  • Unpivot Columns and Pivot Columns
  • Group By
  • Fill Series and Remove Empty
  • Replace Values
  • Important tips
  • Understanding Close &amp
  • Load To
  • Demystifying the underlying M code
  • Summary
  • 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
  • Surface chart
  • Radar chart
  • Treemap chart
  • Sunburst chart
  • Histogram chart
  • Box and whisker chart
  • Waterfall chart
  • Funnel chart
  • Filled map chart
  • Combo chart
  • Summary
  • Chapter 9: Non-Chart Visuals
  • Conditional formatting
  • Highlight Cells Rules
  • Top/Bottom Rules
  • Data bars
  • Color scales
  • Icon sets
  • Custom formula conditional formatting
  • Shapes
  • SmartArt
  • Sparkline
  • Images
  • Symbols
  • Summary
  • Chapter 10: Setting Up the Dashboard's Data Model
  • Adventure Works Cycle Limited
  • HR schema
  • Sales schema
  • Purchasing schema
  • Production schema
  • Person schema
  • Building business-relevant dashboards
  • Data transformation in Power Query
  • Summary
  • Chapter 11: Perfecting the Dashboard
  • Building the HR manpower dashboard
  • Inserting PivotTables.
  • Inserting PivotCharts
  • Inserting picture, shapes, and icons
  • Building the sales performance dashboard
  • Creating measures
  • Inserting slicers and timelines
  • Inserting a PivotTable and a PivotChart
  • Inserting shapes and a picture
  • Connecting slicers to the PivotTables and PivotCharts
  • Building the supply chain inventory dashboard
  • Summary
  • Chapter 12: Best Practices for Real-World Dashboard Building
  • Gathering the dashboard requirements
  • Existing established analysis dashboards
  • Newly established analysis dashboards
  • Ad hoc analysis dashboards
  • An overview of different data professionals
  • Data analyst
  • Business intelligence analyst
  • Data engineer
  • Data scientist
  • Database administrator
  • Advantages and limitations of Excel dashboards
  • Summary
  • Index
  • Other Books You May Enjoy.

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