Balanced Scorecards and Operational Dashboards with Microsoft Excel

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.

Learn to maintain and update scorecards and dashboards withExcelBalanced Scorecards and operational dashboards measureorganizational performance and Microsoft Excel is the tool usedworldwide to create these scorecards and dashboards. This bookcovers time-proven step-by-step processes on how to guide executiveteams and managers in creating scorecards and dashboards. It thenshows Excel developers how to create those scorecards anddashboards. This is the only book that converts theory intopractice. The author addresses the people and processes you need toidentify strategy and operational metrics and then implement themin dashboards in three versions of Excel. You'll learn how balancedscorecards help organizations translate strategy into action andthe ways that performance dashboards enable managers monitoroperations.* Covers Excel 2010 back to Excel 2003* Shows how to develop consensus on strategy and operationalplans with the executive teams* Details steps in creating tactical action plans* Gives step-by-step guidance in creating the most powerfulmanagement dashboards* Puts over ten years of experience in one bookBalanced Scorecards & Operational Dashboards withMicrosoft Excel, Second Edition is the ultimate resource forenhancing your strategic and operational performance.

Introduction xxviiPart I Strategic Performance with Balanced Scorecards 1Chapter 1 Accelerating Strategic Performance 3Chapter 2 Developing Your Strategic Foundation 17Chapter 3 Preparing to Build Your Balanced Scorecard 31Chapter 4 Step-by-Step to Building Your Strategy Map 47Chapter 5 Step-by-Step from Strategy to Action 61Chapter 6 Step-by-Step to Selecting Metrics and Setting Targets 71Chapter 7 Step-by-Step to Developing Your Implementation Plan 85Chapter 8 Step-by-Step to Rollout and Strategic Reviews 91Part II Operational Performance with Dashboards 101Chapter 9 Developing Executive and Operational Dashboards 103Chapter 10 Mapping Your Operational Processes 109Chapter 11 Identifying Critical Metrics and Key Performance Indicators 121Part III Building Maps, Scorecards, and Dashboards 133Chapter 12 Creating Dashboards for Decision-Making 135Chapter 13 Drawing Process and Strategy Maps 147Chapter 14 Using Microsoft Excel for Balanced Scorecards and Dashboards 157Chapter 15 Text-Based Dashboards 167Chapter 16 Custom Labels and Formatting 183Chapter 17 Working with Data That Changes Size 207Chapter 18 Retrieving Data from Lists and Tables of Data 229Chapter 19 Creating Miniature Charts and Tables 243Chapter 20 Controlling Charts with Menus, Combo Boxes, and Buttons 267Chapter 21 Working with PivotTables 283Chapter 22 Working with PowerPivot 297Chapter 23 Smoothing Data and Forecasting Trends 317Chapter 24 Identifying Targets and Displaying Alerts 331Chapter 25 Building Powerful Decision-Making Charts 347Chapter 26 Drilling to Detail 371Chapter 27 Using Excel Add-ins for Extra Capabilities 385Chapter 28 Finishing Touches 395Chapter 29 Data Integration Methods 405Chapter 30 Publishing Balanced Scorecards and Dashboards 425Index 441