Description

Book Synopsis

Learn to maintain and update scorecards and dashboards with Excel

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

    Table of Contents

    Introduction xxvii

    Part I Strategic Performance with Balanced Scorecards 1

    Chapter 1 Accelerating Strategic Performance 3

    Chapter 2 Developing Your Strategic Foundation 17

    Chapter 3 Preparing to Build Your Balanced Scorecard 31

    Chapter 4 Step-by-Step to Building Your Strategy Map 47

    Chapter 5 Step-by-Step from Strategy to Action 61

    Chapter 6 Step-by-Step to Selecting Metrics and Setting Targets 71

    Chapter 7 Step-by-Step to Developing Your Implementation Plan 85

    Chapter 8 Step-by-Step to Rollout and Strategic Reviews 91

    Part II Operational Performance with Dashboards 101

    Chapter 9 Developing Executive and Operational Dashboards 103

    Chapter 10 Mapping Your Operational Processes 109

    Chapter 11 Identifying Critical Metrics and Key Performance Indicators 121

    Part III Building Maps, Scorecards, and Dashboards 133

    Chapter 12 Creating Dashboards for Decision-Making 135

    Chapter 13 Drawing Process and Strategy Maps 147

    Chapter 14 Using Microsoft Excel for Balanced Scorecards and Dashboards 157

    Chapter 15 Text-Based Dashboards 167

    Chapter 16 Custom Labels and Formatting 183

    Chapter 17 Working with Data That Changes Size 207

    Chapter 18 Retrieving Data from Lists and Tables of Data 229

    Chapter 19 Creating Miniature Charts and Tables 243

    Chapter 20 Controlling Charts with Menus, Combo Boxes, and Buttons 267

    Chapter 21 Working with PivotTables 283

    Chapter 22 Working with PowerPivot 297

    Chapter 23 Smoothing Data and Forecasting Trends 317

    Chapter 24 Identifying Targets and Displaying Alerts 331

    Chapter 25 Building Powerful Decision-Making Charts 347

    Chapter 26 Drilling to Detail 371

    Chapter 27 Using Excel Add-ins for Extra Capabilities 385

    Chapter 28 Finishing Touches 395

    Chapter 29 Data Integration Methods 405

    Chapter 30 Publishing Balanced Scorecards and Dashboards 425

    Index 441

Balanced Scorecards and Operational Dashboards

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    A Paperback / softback by Ron Person

      Trusted by thousands of customers. See 2,385+ Customer Reviews

      View other formats and editions of Balanced Scorecards and Operational Dashboards by Ron Person

      Publisher: John Wiley & Sons Inc
      Publication Date: 18/01/2013
      ISBN13: 9781118519653, 978-1118519653
      ISBN10: 1118519655

      Description

      Book Synopsis

      Learn to maintain and update scorecards and dashboards with Excel

      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

        Table of Contents

        Introduction xxvii

        Part I Strategic Performance with Balanced Scorecards 1

        Chapter 1 Accelerating Strategic Performance 3

        Chapter 2 Developing Your Strategic Foundation 17

        Chapter 3 Preparing to Build Your Balanced Scorecard 31

        Chapter 4 Step-by-Step to Building Your Strategy Map 47

        Chapter 5 Step-by-Step from Strategy to Action 61

        Chapter 6 Step-by-Step to Selecting Metrics and Setting Targets 71

        Chapter 7 Step-by-Step to Developing Your Implementation Plan 85

        Chapter 8 Step-by-Step to Rollout and Strategic Reviews 91

        Part II Operational Performance with Dashboards 101

        Chapter 9 Developing Executive and Operational Dashboards 103

        Chapter 10 Mapping Your Operational Processes 109

        Chapter 11 Identifying Critical Metrics and Key Performance Indicators 121

        Part III Building Maps, Scorecards, and Dashboards 133

        Chapter 12 Creating Dashboards for Decision-Making 135

        Chapter 13 Drawing Process and Strategy Maps 147

        Chapter 14 Using Microsoft Excel for Balanced Scorecards and Dashboards 157

        Chapter 15 Text-Based Dashboards 167

        Chapter 16 Custom Labels and Formatting 183

        Chapter 17 Working with Data That Changes Size 207

        Chapter 18 Retrieving Data from Lists and Tables of Data 229

        Chapter 19 Creating Miniature Charts and Tables 243

        Chapter 20 Controlling Charts with Menus, Combo Boxes, and Buttons 267

        Chapter 21 Working with PivotTables 283

        Chapter 22 Working with PowerPivot 297

        Chapter 23 Smoothing Data and Forecasting Trends 317

        Chapter 24 Identifying Targets and Displaying Alerts 331

        Chapter 25 Building Powerful Decision-Making Charts 347

        Chapter 26 Drilling to Detail 371

        Chapter 27 Using Excel Add-ins for Extra Capabilities 385

        Chapter 28 Finishing Touches 395

        Chapter 29 Data Integration Methods 405

        Chapter 30 Publishing Balanced Scorecards and Dashboards 425

        Index 441

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