Building Interactive Dashboards in Microsoft 365 Excel

Building Interactive Dashboards in Microsoft 365 Excel PDF

Author: Michael Olafusi

Publisher: Packt Publishing Ltd

Published: 2024-02-29

Total Pages: 420

ISBN-13: 1803247479

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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 DescriptionM365 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.

Building Dashboards with Microsoft Dynamics GP 2016

Building Dashboards with Microsoft Dynamics GP 2016 PDF

Author: Belinda Allen

Publisher: Packt Publishing Ltd

Published: 2017-03-10

Total Pages: 354

ISBN-13: 1786464047

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Learn to build professional and powerful dashboards with Microsoft Dynamics GP and Excel About This Book This book provides a core foundation for you to understand the ever-changing Microsoft Power BI Through this book, you'll understand how data flows and is secured between Microsoft Dynamics GP and Microsoft Excel You'll see how to create amazing dashboards using various tools such as Excel 2016, Power BI, Jet Express, and more Who This Book Is For This book is geared up for analysts and accountants keen on building and maintaining professional dashboards with Microsoft Excel 2016 for Microsoft Dynamics GP 2016 data, and building financials with visuals using the New Jet Reports Express Tool for Dynamics GP. An introduction is provided for those who want to maintain dashboards in Microsoft Power BI. What You Will Learn Use GP Data in Excel 2016 in a meaningful way Build basic financial statements using Jet Reporting Express, including visualizations Understand the foundation of Power BI and its components Get and maintain data from Dynamics GP in Power BI Find out how to use the Power BI Query Editor (the Get and Transform feature in Excel 2016) Format basic visualizations to get better insights Understand Jet Reports Express, which is used to create basic financial statements Use the new Dynamics GP features, such as OData and adding Power BI tiles on the home page In Detail Microsoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially. The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company's decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor. By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP. Style and approach The book takes a step-by-step approach and contains real-world examples that provide the building blocks to create engaging dashboards. This practical guide is all about doing. Get your data, open up Excel, and go!

Dashboards for Excel

Dashboards for Excel PDF

Author: Jordan Goldmeier

Publisher: Apress

Published: 2015-10-07

Total Pages: 545

ISBN-13: 1430249455

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This book takes a hands-on approach to developing dashboards, from instructing users on advanced Excel techniques to addressing dashboard pitfalls common in the real world. Dashboards for Excel is your key to creating informative, actionable, and interactive dashboards and decision support systems. Throughout the book, the reader is challenged to think about Excel and data analytics differently—that is, to think outside the cell. This book shows you how to create dashboards in Excel quickly and effectively. In this book, you learn how to: Apply data visualization principles for more effective dashboards Employ dynamic charts and tables to create dashboards that are constantly up-to-date and providing fresh information Use understated yet powerful formulas for Excel development Apply advanced Excel techniques mixing formulas and Visual Basic for Applications (VBA) to create interactive dashboards Create dynamic systems for decision support in your organization Avoid common problems in Excel development and dashboard creation Get started with the Excel data model, PowerPivot, and Power Query

Microsoft Power BI Dashboards Step by Step

Microsoft Power BI Dashboards Step by Step PDF

Author: Errin O'Connor

Publisher: Microsoft Press

Published: 2018-10-05

Total Pages: 411

ISBN-13: 0134894006

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Your hands-on guide to building effective Power BI dashboards Expand your expertise–and teach yourself how to create world-class Power BI business analysis dashboards that bring data to life for better decision-making. If you’re an experienced business intelligence professional or manager, you’ll get all the guidance, examples, and code you need to succeed–even if you’ve never used Power BI before. Successfully design, architect, and implement Power BI in your organization Take full advantage of any Microsoft Power BI platform, including Power BI Premium Make upfront decisions that position your Power BI project for success Build rich, live dashboards to monitor crucial data from across your organization Aggregate data and data elements from numerous internal and external data sources Develop dynamic visualizations, including charts, maps, and graphs Bring data to life with stunning interactive reports Ensure dashboard security and compliance Drive user adoption through effective training

Microsoft Power BI Demystified

Microsoft Power BI Demystified PDF

Author: Elijah Falode

Publisher:

Published: 2021-02

Total Pages: 94

ISBN-13:

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Power Bi Demystified enables you to master business intelligence and leverage the Power BI toolsets. It covers important concepts such as installation, creating data models, building basic dashboards, as well as visualizations so you make informed business decisions.Whether you are a business owner, analyst, or financial analyst, you would like to collate data easily, analyze it, and share it with your colleague in real-time. You would want to do this with software that is easy to operate and publishes data with good visuals in a way that you can understand. Microsoft Power BI allows you to get data from different sources, analyze it, and gives you insights on how your business performance. You can share workspaces with your colleagues, and they can easily access your business reports. It makes collaboration easy. In this book, you will find out what Power BI is, the features, the benefits, and the functions. This book also discusses the different versions of Microsoft Power BI - Power BI Server, Power BI Desktop, Power BI Pro, Power BI Premium, and Power BI Report Server. You will get to know the differences between these versions, their features, benefits, and how to set them up. You can operate these Power BI versions both on cloud and on-premise depending on the features of the versions. You can also share your workspace with as many people as you want. You will get to know which Power BI version best suits your company's needs.Power BI also allows you to ask questions about your data and gives you answers to your question. This is due to the artificial intelligence feature. It also provides you the insight you need to make informed decisions that impact your company's bottom line in a positive way. Microsoft Power BI can also integrate with other on-premise apps on your device so as to enable you to collate data easily. It operates with natural language so that you won't need the help of an expert to operate. If you are looking for an upgrade from your Excel, Power BI is the upgrade you need. This book will guide you on everything you need to know about Power BI, and it gives an easy step-by-step guide on how to install, set-up, and use it. Kindly order your copy to know more about this wonderful data intelligence tool!

Excel Dashboards and Reports

Excel Dashboards and Reports PDF

Author: Michael Alexander

Publisher: John Wiley & Sons

Published: 2010-08-06

Total Pages: 481

ISBN-13: 0470920734

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The go to resource for how to use Excel dashboards and reports to better conceptualize data Many Excel books do an adequate job of discussing the individual functions and tools that can be used to create an “Excel Report.” What they don’t offer is the most effective ways to present and report data. Offering a comprehensive review of a wide array of technical and analytical concepts, Excel Reports and Dashboards helps Excel users go from reporting data with simple tables full of dull numbers, to presenting key information through the use of high-impact, meaningful reports and dashboards that will wow management both visually and substantively. Details how to analyze large amounts of data and report the results in a meaningful, eye-catching visualization Describes how to use different perspectives to achieve better visibility into data, as well as how to slice data into various views on the fly Shows how to automate redundant reporting and analyses Part technical manual, part analytical guidebook, Excel Dashboards and Reports is the latest addition to the Mr. Spreadsheet’s Bookshelf series and is the leading resource for learning to create dashboard reports in an easy-to-use format that’s both visually attractive and effective.

Excel Dashboards & Reports For Dummies

Excel Dashboards & Reports For Dummies PDF

Author: Michael Alexander

Publisher: John Wiley & Sons

Published: 2022-02-28

Total Pages: 391

ISBN-13: 111984441X

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It’s time for some truly “Excel-lent” spreadsheet reporting Beneath the seemingly endless rows and columns of cells, the latest version of Microsoft Excel boasts an astonishing variety of features and capabilities. But how do you go about tapping into some of that power without spending all of your days becoming a spreadsheet guru? It’s easy. You grab a copy of the newest edition of Excel Dashboards & Reports For Dummies and get ready to blow the pants off your next presentation audience! With this book, you’ll learn how to transform those rows and columns of data into dynamic reports, dashboards, and visualizations. You’ll draw powerful new insights from your company’s numbers to share with your colleagues – and seem like the smartest person in the room while you’re doing it. Excel Dashboards & Reports For Dummies offers: Complete coverage of the latest version of Microsoft Excel provided in the Microsoft 365 subscription Strategies to automate your reporting so you don’t have to manually crunch the numbers every week, month, quarter, or year Ways to get new perspectives on old data, visualizing it so you can find solutions no one else has seen before If you’re ready to make your company’s numbers and spreadsheets dance, it’s time to get the book that’ll have them moving to your tune in no time. Get Excel Dashboards & Reports For Dummies today.

Balanced Scorecards and Operational Dashboards with Microsoft Excel

Balanced Scorecards and Operational Dashboards with Microsoft Excel PDF

Author: Ron Person

Publisher: John Wiley & Sons

Published: 2010-08-26

Total Pages: 458

ISBN-13: 0470952547

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Created in Excel, balanced scorecards enable you to monitor operations and tactics, while operational dashboards is a set of indicators regarding the state of a business metric or process—both features are in high demand for many large organizations. This book serves as the first guide to focus on combining the benefits of balanced scorecards, operational dashboards, performance managements, and data visualization and then implement them in Microsoft Excel.

Extending Excel with Python and R

Extending Excel with Python and R PDF

Author: Steven Sanderson

Publisher: Packt Publishing Ltd

Published: 2024-04-30

Total Pages: 345

ISBN-13: 1804615544

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Seamlessly integrate the Python and R programming languages with spreadsheet-based data analysis to maximize productivity Key Features Perform advanced data analysis and visualization techniques with R and Python on Excel data Use exploratory data analysis and pivot table analysis for deeper insights into your data Integrate R and Python code directly into Excel using VBA or API endpoints Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionFor businesses, data analysis and visualization are crucial for informed decision-making; however, Excel’s limitations can make these tasks time-consuming and challenging. Extending Excel with Python and R is a game changer resource written by experts Steven Sanderson, the author of the healthyverse suite of R packages, and David Kun, co-founder of Functional Analytics, the company behind the ownR platform engineering solution for R, Python, and other data science languages. This comprehensive guide transforms the way you work with spreadsheet-based data by integrating Python and R with Excel to automate tasks, execute statistical analysis, and create powerful visualizations. Working through the chapters, you’ll find out how to perform exploratory data analysis, time series analysis, and even integrate APIs for maximum efficiency. Whether you're a beginner or an expert, this book has everything you need to unlock Excel's full potential and take your data analysis skills to the next level. By the end of this book, you’ll be able to import data from Excel, manipulate it in R or Python, and perform the data analysis tasks in your preferred framework while pushing the results back to Excel for sharing with others as needed.What you will learn Read and write Excel files with R and Python libraries Automate Excel tasks with R and Python scripts Use R and Python to execute Excel VBA macros Format Excel sheets using R and Python packages Create graphs with ggplot2 and Matplotlib in Excel Analyze Excel data with statistical methods and time series analysis Explore various methods to call R and Python functions from Excel Who this book is for If you’re a data analyst or data scientist, or a quants, actuaries, or data practitioner looking to enhance your Excel skills and expand your data analysis capabilities with R and Python, this book is for you. It provides a comprehensive introduction to the topics covered, making it suitable for both beginners and intermediate learners. A basic understanding of Excel, Python, and R is all you need to get started.

Microsoft Excel Pivot Table Data Crunching (Office 2021 and Microsoft 365)

Microsoft Excel Pivot Table Data Crunching (Office 2021 and Microsoft 365) PDF

Author: Bill Jelen

Publisher: Microsoft Press

Published: 2021-12-21

Total Pages: 935

ISBN-13: 0137521782

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Use Microsoft 365 Excel and Excel 2021 pivot tables and pivot charts to produce powerful, dynamic reports in minutes: take control of your data and your business! Even if you've never created a pivot table before, this book will help you leverage all their flexibility and analytical power— including important recent improvements in Microsoft 365 Excel. Drawing on more than 30 years of cutting-edge Excel experience, MVP Bill Jelen (“MrExcel”) shares practical “recipes” for solving real business problems, expert insights for avoiding mistakes, and advanced tips and tricks you'll find nowhere else. By reading this book, you will: Master easy, powerful ways to create, customize, change, and control pivot tables Transform huge datasets into clear summary reports Instantly highlight your most profitable customers, products, or regions Use the data model and Power Query to quickly analyze disparate data sources Create powerful crosstab reports with new dynamic arrays and Power Query Build geographical pivot tables with 3D Maps Construct and share state-of-the-art dynamic dashboards Revamp analyses on the fly by dragging and dropping fi elds Build dynamic self-service reporting systems Share your pivot tables with colleagues Create data mashups using the full Power Pivot capabilities in modern Excel versions Generate pivot tables using either VBA on the Desktop or Typescript in Excel Online Save time and avoid formatting problems by adapting reports with GetPivotData Unpivot source data so it's easier to work with Use new Analyze Data artificial intelligence to create pivot tables