Balanced Scorecards and Operational Dashboards with Microsoft Excel Second Edition

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  • Edition: 2nd
  • Format: Paperback
  • Copyright: 2013-01-14
  • Publisher: Wiley
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Balanced Scorecards help organizations translate strategy into action. Operational dashboards enable managers to monitor operations and tactics. Balanced Scorecards and operational dashboards are in high use and high demand in for profit and non-profit organizations. The primary tool used to create Balanced Scorecards and operational dashboards is Microsoft Excel. Although Microsoft Excel is widely used for developing scorecards and dashboards, most developers become frustrated and do not develop adequate or maintainable solutions. This title will show medium and advanced level Microsoft Excel users how to create robust, maintainable and dynamically updated scorecards and dashboards. No other book covers both scorecards and dashboards with Excel. This book will cover several versions of Excel, so companies who have not yet upgraded to 2010 will still find this book useful and applicable for data visualization and overall business strategy. While there are many books devoted to Balanced Scorecards, operational dashboards, performance management and data visualization, there are no books focused on how to combine those and then implement them in Microsoft Excel. Important additions/updates to this edition: Important content applicable to 2003, 2007, or 2010, any of which are still being used by thousands of corporations More examples for accelerating strategic performance New strategy map examples Creating a tactical action plan Sample metrics and benchmark sources Web-based project tracking tools More business mapping New section on drawing with SmartArt Leveraging power pivots and icons and graphics Creating dynamic charts and color scales New chapter on working with power pivots New chapter on Excel and Extra Capabilities

Author Biography

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.

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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