Balanced Scorecards and Operational Dashboards with Microsoft Excel (2^nd Ed.)

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 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.

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

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.