Book description
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.
Table of contents
- Cover
-
Part I: Strategic Performance with Balanced Scorecards
-
Chapter 1: Accelerating Strategic Performance
- Managing with a 500-Year-Old System
- The Failure of Modern Management Systems
- A Modern Strategic Management System
- Why Use a Balanced Scorecard?
- Building a Balanced Scorecard
- Does the Balanced Scorecard Guarantee Business Success?
- Does the Balanced Scorecard Really Work?
- Do Small and Midsized Businesses Benefit from the Balanced Scorecard?
- Is the Balanced Scorecard Worth Developing?
- Summary
- Chapter 2: Developing Your Strategic Foundation
- Chapter 3: Preparing to Build Your Balanced Scorecard
-
Chapter 4: Step-by-Step to Building Your Strategy Map
- What Is a Strategy Map?
- Perspectives: Monitoring Your Strategy from Different Points of View
- Strategic Themes: Concentrating Resources and Momentum along Specific Themes
- Objectives and Causal Links: Modeling What Drives Your Business Success
- Selecting a Strategy Map Facilitator
- Step-by-Step to Creating Your Strategy Map
- Summary
- Chapter 5: Step-by-Step from Strategy to Action
-
Chapter 6: Step-by-Step to Selecting Metrics and Setting Targets
- Achieving Balance in Your Balanced Scorecard
- The Right Number of Measures
- If You Have More Than the “Critical Few,” You Lose
- Leading and Lagging Metrics: Drivers and Results
- Sample Objectives and Metrics
- Step-by-Step to Selecting Your Metrics
- Defining the Metric with a Metric Definition
- Look Out! What You Measure Is What You Get!
- Critical Questions to Ask about Your Measures and Metrics
- Setting Targets
- Summary
- Chapter 7: Step-by-Step to Developing Your Implementation Plan
- Chapter 8: Step-by-Step to Rollout and Strategic Reviews
-
Chapter 1: Accelerating Strategic Performance
- Part II: Operational Performance with Dashboards
-
Part III: Building Maps, Scorecards, and Dashboards
- Chapter 12: Creating Dashboards for Decision-Making
- Chapter 13: Drawing Process and Strategy Maps
- Chapter 14: Using Microsoft Excel for Balanced Scorecards and Dashboards
- Chapter 15: Text-Based Dashboards
- Chapter 16: Custom Labels and Formatting
- Chapter 17: Working with Data That Changes Size
- Chapter 18: Retrieving Data from Lists and Tables of Data
- Chapter 19: Creating Miniature Charts and Tables
-
Chapter 20: Controlling Charts with Menus, Combo Boxes, and Buttons
- Adding Combo Boxes, Lists, Check Boxes, and More to Your Dashboards
- Selecting Data with a Combo Box or List
- Selecting Data with Multiple Criteria Using Multiple Combo Boxes
- When to Use a Data Validation List or Combo Box
- Creating Dynamic Cascading Combo Boxes or Lists
- Using Option Buttons
- Displaying or Hiding Data with a Check Box
- Scrolling Charts through Time with a Slider Bar
- Summary
- Chapter 21: Working with PivotTables
- Chapter 22: Working with PowerPivot
- Chapter 23: Smoothing Data and Forecasting Trends
- Chapter 24: Identifying Targets and Displaying Alerts
- Chapter 25: Building Powerful Decision-Making Charts
- Chapter 26: Drilling to Detail
- Chapter 27: Using Excel Add-Ins for Extra Capabilities
-
Chapter 28: Finishing Touches
- Adding Context and Comments with Briefing Books
- Displaying Pop-Up Content and Dynamic Help
- Controlling Dashboard Display
- Hiding Worksheets
- Sending Conditional E-mails from Dashboards
- Adding Headers and Footers
- Locating and Removing Phantom Links
- Protecting Content, Worksheets, and Workbooks
- Restricting the User’s Range
- Summary
-
Chapter 29: Data Integration Methods
- Should You Use Manual Data Entry or Automated Data Integration?
- Manual Data Entry for Dashboards
- Automating Data Retrieval with Text Files
- Automating Data Retrieval from Databases
- Importing Data Using a PivotTable
- Refreshing Data Automatically
- Linking Imported Data to Your Dashboard
- What Is OLAP, and When Should You Use It?
- Summary
- Chapter 30: Publishing Balanced Scorecards and Dashboards
- Introduction
Product information
- Title: Balanced Scorecards and Operational Dashboards with Microsoft Excel, 2nd Edition
- Author(s):
- Release date: January 2013
- Publisher(s): Wiley
- ISBN: 9781118519653
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