Balanced Scorecards & Operational Dashboards with Microsoft Excel, Second Edition

  • 6h 57m
  • Ron Person
  • John Wiley & Sons (US)
  • 2013

Balanced Scorecards and operational dashboards measure organizational performance and Microsoft Excel is the tool used worldwide to create these scorecards and dashboards. This book covers time-proven step-by-step processes on how to guide executive teams and managers in creating scorecards and dashboards. It then shows Excel developers how to create those scorecards and dashboards. This is the only book that converts theory into practice. The author addresses the people and processes you need to identify strategy and operational metrics and then implement them in dashboards in three versions of Excel. You'll learn how balanced scorecards help organizations translate strategy into action and the ways that performance dashboards enable managers monitor operations.

  • Covers Excel 2010 back to Excel 2003
  • Shows how to develop consensus on strategy and operational plans with the executive teams
  • Details steps in creating tactical action plans
  • Gives step-by-step guidance in creating the most powerful management dashboards
  • Puts over ten years of experience in one book

Balanced Scorecards & Operational Dashboards with Microsoft Excel, Second Edition is the ultimate resource for enhancing your strategic and operational performance.

About the Author

Ron Person is a senior consultant of business optimization at Sitecore. For the 27 years prior to that, Ron's independent consulting firm helped organizations clarify their strategy and build measurable high performance. His clients included Medtronic Vascular, the U.S. Navy, Naval Undersea Warfare Center, the U.S. Army Corps of Engineers, and the Motion Picture Artists Association.

In this Book

  • Accelerating Strategic Performance
  • Developing Your Strategic Foundation
  • Preparing to Build Your Balanced Scorecard
  • Step-by-Step to Building Your Strategy Map
  • Step-by-Step from Strategy to Action
  • Step-by-Step to Selecting Metrics and Setting Targets
  • Step-by-Step to Developing Your Implementation Plan
  • Step-by-Step to Rollout and Strategic Reviews
  • Developing Executive and Operational Dashboards
  • Mapping Your Operational Processes
  • Identifying Critical Metrics and Key Performance Indicators
  • Creating Dashboards for Decision-Making
  • Drawing Process and Strategy Maps
  • Using Microsoft Excel for Balanced Scorecards and Dashboards
  • Text-Based Dashboards
  • Custom Labels and Formatting
  • Working with Data That Changes Size
  • Retrieving Data from Lists and Tables of Data
  • Creating Miniature Charts and Tables
  • Controlling Charts with Menus, Combo Boxes, and Buttons
  • Working with PivotTables
  • Working with PowerPivot
  • Smoothing Data and Forecasting Trends
  • Identifying Targets and Displaying Alerts
  • Building Powerful Decision-Making Charts
  • Drilling to Detail
  • Using Excel Add-Ins for Extra Capabilities
  • Finishing Touches
  • Data Integration Methods
  • Publishing Balanced Scorecards and Dashboards
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