Balanced Scorecards and Operational Dashboards with Microsoft Excel, 2nd Edition

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

Part I: Strategic Performance with Balanced Scorecards
Chapter 1: Accelerating Strategic Performance
Chapter 2: Developing Your Strategic Foundation
Chapter 3: Preparing to Build Your Balanced Scorecard
Chapter 4: Step-by-Step to Building Your Strategy Map
Chapter 5: Step-by-Step from Strategy to Action
Chapter 6: Step-by-Step to Selecting Metrics and Setting Targets
Chapter 7: Step-by-Step to Developing Your Implementation Plan
Chapter 8: Step-by-Step to Rollout and Strategic Reviews

Part II: Operational Performance with Dashboards
Chapter 9: Developing Executive and Operational Dashboards
Chapter 10: Mapping Your Operational Processes
Chapter 11: Identifying Critical Metrics and Key Performance Indicators

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
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
Chapter 29: Data Integration Methods
Chapter 30: Publishing Balanced Scorecards and Dashboards