Balanced Scorecards & Operational Dashboards with Microsoft Excel

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Overview

Created in Excel, balanced scorecards enable you to monitor operations and tactics, while operational dashboards is a set of indicators regarding the state of a business metric or process—both features are in high demand for many large organizations. This book serves as the first guide to focus on combining the benefits of balanced scorecards, operational dashboards, performance managements, and data visualization and then implement them in Microsoft Excel.
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Overview

Created in Excel, balanced scorecards enable you to monitor operations and tactics, while operational dashboards is a set of indicators regarding the state of a business metric or process—both features are in high demand for many large organizations. This book serves as the first guide to focus on combining the benefits of balanced scorecards, operational dashboards, performance managements, and data visualization and then implement them in Microsoft Excel.
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Editorial Reviews

From the Publisher
"This title is a guide to how an organization can create competitive advantage by successfully executing strategy and accelerating performance." (Accountancy Ireland, October 2010)
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Product Details

  • ISBN-13: 9780470386811
  • Publisher: Wiley
  • Publication date: 12/22/2008
  • Edition number: 1
  • Pages: 480
  • Product dimensions: 7.30 (w) x 9.10 (h) x 1.20 (d)

Meet the Author

Ron Person is Managing Director of Tor Consulting, Inc., a firm passionately dedicated to helping organizations execute their strategy and build measurable high performance. He is certified as a Balanced Scorecard consultant through the Balanced Scorecard Collaborative founded by Drs. Kaplan and Norton, founders of the Balanced Scorecard, and he is a member of the California Awards for Performance Excellence Board of Examiners, 2008 (California's Malcolm Baldridge Award). Ron's clients span a wide range of industries in the U.S. and internationally.
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Table of Contents

Introduction.

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 Roll-Out 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 Working with 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 Smoothing Data and Forecasting Trends.

Chapter 23 Identifying Targets and Displaying Alerts.

Chapter 24 Building Powerful Decision Making Charts.

Chapter 25 Drilling to Detail.

Chapter 26 Using Excel Add-Ins for Extra Capabilities.

Chapter 27 Finishing Touches.

Chapter 28 Data Integration Methods.

Chapter 29 Publishing Balanced Scorecards and Dashboards.

Index.

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Customer Reviews

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( 7 )
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Sort by: Showing all of 7 Customer Reviews
  • Anonymous

    Posted May 3, 2012

    I know what dashboards can look like and I know Excel. This book

    I know what dashboards can look like and I know Excel. This book's title is misleading in that it does not provide enough information on building dahboards beyond what I already know regarding the Excel application. Though the author did a good job providing an overview of the power inherent in using Excel to display data, the book would have been better served with a different title, like Advanced Excel Concepts. I'd give the author credit for covering the topic of scorecards as well as how best to display Excel data for decision makers, but I have seen much more robust dashboards than the examples he uses so I gained little as a seeker of dashboard information.

    Was this review helpful? Yes  No   Report this review
  • Posted July 2, 2009

    more from this reviewer

    Excellent and Relevant

    Ron provides a relevant approach for developing scorecards. The title references Excel as the tool, but the information is a good guide regardless of the tool. I found it of value as prototyping guide. I have passed this on to others that have found it to be useful for understanding how to get started.

    Was this review helpful? Yes  No   Report this review
  • Anonymous

    Posted May 12, 2010

    No text was provided for this review.

  • Anonymous

    Posted August 14, 2010

    No text was provided for this review.

  • Anonymous

    Posted June 22, 2010

    No text was provided for this review.

  • Anonymous

    Posted December 28, 2011

    No text was provided for this review.

  • Anonymous

    Posted February 2, 2010

    No text was provided for this review.

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