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.
By:
Ron Person
Imprint: John Wiley & Sons Inc
Country of Publication: United States
Edition: 2nd edition
Dimensions:
Height: 234mm,
Width: 185mm,
Spine: 31mm
Weight: 612g
ISBN: 9781118519653
ISBN 10: 1118519655
Pages: 480
Publication Date: 04 January 2013
Audience:
General/trade
,
ELT Advanced
Format: Paperback
Publisher's Status: Active
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.
