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El. knyga: Balanced Scorecards and Operational Dashboards with Microsoft Excel

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  • Formatas: PDF+DRM
  • Išleidimo metai: 09-Jan-2013
  • Leidėjas: John Wiley & Sons Inc
  • Kalba: eng
  • ISBN-13: 9781118519677
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Balanced Scorecards and Operational Dashboards with Microsoft ExcelDidesnis paveikslėlis
  • Formatas: PDF+DRM
  • Išleidimo metai: 09-Jan-2013
  • Leidėjas: John Wiley & Sons Inc
  • Kalba: eng
  • ISBN-13: 9781118519677
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Provides information on creating and implementing balanced scorecards and dashboards using 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.

Introduction xxi
Part I Strategic Performance with Balanced Scorecards
1(100)
Chapter 1 Accelerating Strategic Performance
3(14)
Managing with a 500-Year-Old System
3(2)
The Failure of Modern Management Systems
5(1)
A Modern Strategic Management System
6(1)
Why Use a Balanced Scorecard?
7(2)
Building a Balanced Scorecard
9(1)
Does the Balanced Scorecard Guarantee Business Success?
10(2)
Does the Balanced Scorecard Really Work?
12(1)
Do Small and Midsized Businesses Benefit from the Balanced Scorecard?
13(1)
Is the Balanced Scorecard Worth Developing?
14(3)
Summary
15(1)
Notes
15(2)
Chapter 2 Developing Your Strategic Foundation
17(14)
Developing Your Strategic Foundation
18(1)
Mission
19(1)
Vision
19(4)
Values
23(1)
Developing Your Strategic Assessment
24(1)
Defining Your External Environment by Using PESTEL
25(1)
Defining Your Industry Environment with Porter's 5 Forces
26(1)
Defining Your Strengths and Weaknesses with the Balanced Scorecard SWOT
27(2)
Developing Your Strategic Destination Statement
29(2)
Summary
30(1)
Notes
30(1)
Chapter 3 Preparing to Build Your Balanced Scorecard
31(16)
Why Use a Balanced Scorecard?
31(2)
Is Your Organization Ready for the Balanced Scorecard Journey?
33(1)
Senior Executive Commitment
33(1)
Experienced Facilitator or Consultant
34(1)
Executive Sponsor Commitment
35(1)
Executive Time and Commitment
35(1)
Participative Culture with Open Communication
35(1)
You Must Make Your Case for Change
36(1)
Motivating Executives
37(2)
Building Balanced Scorecard Teams
39(3)
Background Research
42(1)
Interviewing Executives
43(4)
Summary
45(1)
Notes
46(1)
Chapter 4 Step-by-Step to Building Your Strategy Map
47(14)
What Is a Strategy Map?
48(2)
Leveraging Your Strategy Map
50(1)
Perspectives: Monitoring Your Strategy from Different Points of View
50(1)
Strategic Themes: Concentrating Resources and Momentum along Specific Themes
51(2)
Objectives and Causal Links: Modeling What Drives Your Business Success
53(1)
Selecting a Strategy Map Facilitator
54(1)
Step-by-Step to Creating Your Strategy Map
55(1)
The Straw Dog Approach
55(1)
The Brainstorm and Intensive Discussion Approach
56(2)
Conducting Strategy Map Sessions
58(2)
Selecting Strategic Theme Sponsors
60(1)
Summary
60(1)
Notes
60(1)
Chapter 5 Step-by-Step from Strategy to Action
61(10)
Turning Your Strategy Map into Measurable Action
61(2)
Strategic Theme Teams
63(1)
Motivating and Educating the Strategic Theme Teams
64(1)
Brainstorming Initiatives
65(3)
Developing a Robust List of Initiatives
68(1)
Prioritizing Initiatives
69(1)
Summary
70(1)
Note
70(1)
Chapter 6 Step-by-Step to Selecting Metrics and Setting Targets
71(14)
Achieving Balance in Your Balanced Scorecard
72(1)
The Right Number of Measures
73(1)
If You Have More Than the "Critical Few," You Lose
73(1)
Leading and Lagging Metrics: Drivers and Results
74(1)
Sample Objectives and Metrics
74(3)
Step-by-Step to Selecting Your Metrics
77(1)
Defining the Metric with a Metric Definition
78(1)
Look Out! What You Measure Is What You Get!
79(1)
Critical Questions to Ask about Your Measures and Metrics
80(1)
Setting Targets
81(1)
Setting Target Values
82(1)
Setting Intermediate Targets
82(1)
You Will Not Move toward a Target at a Constant Rate
83(2)
Summary
83(2)
Chapter 7 Step-by-Step to Developing Your Implementation Plan
85(6)
Step-by-Step to Translating Initiatives into Projects
85(3)
Monitoring Initiatives in Progress
88(3)
Summary
89(2)
Chapter 8 Step-by-Step to Rollout and Strategic Reviews
91(10)
Creating a Culture Focused on Strategy
91(1)
Strategy Review Meeting
92(3)
Preparing for the Strategy Review Meeting
95(1)
Facilitating the First Meeting
96(1)
Communication, Training, and Rollout
96(1)
Communication
96(1)
Communication Media
97(1)
Training
98(3)
Summary
99(2)
Part II Operational Performance with Dashboards
101(32)
Chapter 9 Developing Executive and Operational Dashboards
103(6)
Why Are Dashboards Used with Increasing Frequency?
104(1)
The Differences between Dashboards and Scorecards
105(1)
Challenges in Developing Dashboards
106(1)
Developing Your Dashboard
107(2)
Summary
108(1)
Chapter 10 Mapping Your Operational Processes
109(12)
Before You Map, Know Why
110(1)
Dashboards and Six Sigma
110(1)
Types of Process Mapping
111(1)
Six Sigma SIPOC Mapping
112(2)
Value Stream Mapping
114(3)
Step-by-Step to Building a Map
117(4)
Summary
119(2)
Chapter 11 Identifying Critical Metrics and Key Performance Indicators
121(12)
General Rules for Metrics in Operational Dashboards
121(2)
Interview the Decision-Makers
123(1)
Identify Metrics Using Your Map
124(1)
Step-by-Step to Identifying Critical Metrics
125(1)
Brainstorming and Identifying Metrics Using an Ishikawa or Fishbone Diagram
125(2)
Selecting a Metric
127(2)
Cross-Check Your Metric
129(1)
What's Simple Can Be Difficult, and What's Difficult Can Be Simple
130(3)
Summary
131(2)
Part III Building Maps, Scorecards, and Dashboards
133(308)
Chapter 12 Creating Dashboards for Decision-Making
135(12)
Step-by-Step: Creating Dashboards That Aid Decision-Making
135(2)
Make Your Dashboards Actionable
137(1)
Rules of Design
138(3)
Tips on Graphical Elements
141(2)
Some Important Sources on the Art and Science of Visualizing Data
143(1)
Excel Charting Techniques
143(1)
The Art of Visualizing Data
144(3)
Summary
145(2)
Chapter 13 Drawing Process and Strategy Maps
147(10)
Which Drawing Tool Should You Use?
147(1)
Drawing with Microsoft Office Drawing Tools
148(1)
Displaying the Drawing Toolbar in Versions of Office Prior to 2007 and 2010
149(1)
Drawing Objects and Connectors
149(2)
Adding Text to Objects or Connectors
151(1)
Moving Objects or Connectors
151(1)
Formatting Objects or Connectors
151(1)
Grouping Objects So That They Act as One
151(1)
Using Grid and Nudge for Accurate Positioning
151(1)
Controlling Objects That Overlap
152(1)
Saving Time When You Draw
152(1)
Drawing with Microsoft Visio
153(4)
Summary
155(2)
Chapter 14 Using Microsoft Excel for Balanced Scorecards and Dashboards
157(10)
Excel Is the Most Widely Used Balanced Scorecard Software
157(1)
Consider the Trade-Offs between Excel and Large BI Systems
158(1)
Disadvantages of Excel
159(1)
Many Versions of One Truth
160(1)
Technical Scalability versus User Scalability
160(1)
Hidden Errors
161(1)
Spreadsheets Spawn Spreadsheets
161(1)
The Ineluctable Modality of User-Built Conundrums
162(1)
Advantages of Using Excel
162(1)
Get It Done Now!
163(1)
Prove the Business Intelligence and Dashboard Concept
163(1)
Experienced Users
163(1)
Total Costs for Scalability
163(1)
Excel Is Flexible and Extensible
164(1)
Excel's Chart Engine Is a Powerful Standard
164(1)
When to Use Excel
164(1)
Solutions
165(2)
Summary
166(1)
Chapter 15 Text-Based Dashboards
167(16)
Alerting with Conditional Formats
168(1)
Conditional Formatting with Earlier Versions of Excel
169(1)
Conditional Color Formatting with Excel 2007 and Excel 2010
170(2)
Creating In-Cell Charts with Text
172(1)
Creating Text Charts with Earlier Versions of Excel
173(1)
Creating Data Bars with Excel 2007 and Excel 2010
174(1)
Alerting with Conditional Text Icons
175(1)
Creating Conditional Icons with Earlier Versions of Excel
176(3)
Creating Conditional Icons with Excel 2007 and Excel 2010
179(4)
Summary
181(2)
Chapter 16 Custom Labels and Formatting
183(24)
Combining Numbers, Text and Dates to Create Custom Labels
184(1)
Joining Text with Custom-Formatted Numbers
184(2)
Joining Text with Custom-Formatted Dates and Times
186(1)
Time and Data Calculations
187(1)
Calculating the Beginning and End of Any Month
188(1)
Creating a Month Series
188(1)
Calculating the Beginning and End of a Quarter
189(1)
Automatically Updating Quarterly Titles on the Category (x) Axis
190(1)
Scaling Numbers with Formatting
191(1)
Scaling Charts and Sheets Separately
192(1)
Creating Custom Titles and Floating Text
193(1)
Creating Dynamic Chart Titles
193(1)
Creating Floating Titles in Charts
194(1)
Creating Dynamic Titles That Float in Worksheets
195(1)
Rotating Text, Shapes, and Charts in Any Direction by Using a Picture of Cells
195(2)
Creating Custom Data Labels
197(1)
Creating Pop-Up and Alert Data Labels
198(2)
Creating New Color Palettes
200(1)
Creating a Custom Color Palette in Excel 2003
201(1)
Matching Your Dashboard to the Corporate Identity
202(1)
Transferring Color Palettes between Workbooks
202(1)
Creating Aesthetically Pleasing Color Palettes
203(4)
Summary
206(1)
Chapter 17 Working with Data That Changes Size
207(22)
Using Tables for Data That Changes Size
208(2)
Formatting Tables
210(1)
Attaching a Dynamic Range Name to a Table
210(1)
Tables Use English-Like Formula References
211(1)
Naming Ranges for Ease of Use and Functionality
211(1)
Creating Named Ranges
212(3)
When to Use Tables or Dynamic Range Names
215(1)
Creating Dynamic Range Names That Adjust Automatically When the Size of Data Changes
216(3)
Creating Charts That Expand to Include New Data
219(3)
Dynamically Changing a Chart's Start Date
222(2)
Dynamically Changing a Chart's Start Date and Width
224(1)
Dynamically Charting the Last 13 Months of Data
225(1)
Creating Dynamic Range Names for Lists
226(3)
Summary
228(1)
Chapter 18 Retrieving Data from Lists and Tables of Data
229(14)
More Powerful Than VLOOKUP: INDEX and MATCH
229(3)
The Key to Retrieving Data and Creating Interactive Dashboards
232(1)
Using a Keyword to Retrieve and Chart Data
232(2)
Adding a Drop-Down Selection List to Make Retrieval Easier
234(2)
Retrieving Data Given Multiple Keywords
236(1)
Retrieving Multiple Rows Using a Single Keyword
237(3)
Retrieving Data with a Two-Way Lookup
240(3)
Summary
241(2)
Chapter 19 Creating Miniature Charts and Tables
243(24)
Using Miniature Charts, Tables, and Sparklines for Greater Information Density and Improved Layout
244(3)
Creating Miniature Charts from Standard Excel Charts
247(1)
Removing Titles, Grid Lines, and Legends
248(1)
Formatting the Y-Axis to Remove Unnecessary Scales and Width
249(1)
Reducing the Size and Width of Y-Axis Numeric Values
250(3)
Formatting the X-Axis
253(3)
Formatting Multiple Miniature Charts
256(1)
Creating Sparklines
257(3)
Modifying or Deleting Sparklines
260(1)
Sparkline Tricks
260(2)
Excel's Amazing Camera Tool
262(1)
Taking Pictures with the Camera Tool
263(1)
Using Camera Pictures of Charts, Tables, and Miniature Charts
264(1)
Simultaneously Formatting the Size of Multiple Charts or Camera Pictures
265(1)
The Dark Side of Excel's Camera Tool
266(1)
Summary
266(1)
Chapter 20 Controlling Charts with Menus, Combo Boxes, and Buttons
267(16)
Adding Combo Boxes, Lists, Check Boxes, and More to Your Dashboards
268(3)
Selecting Data with a Combo Box or List
271(4)
Selecting Data with Multiple Criteria Using Multiple Combo Boxes
275(1)
When to Use a Data Validation List or Combo Box
276(1)
Creating Dynamic Cascading Combo Boxes or Lists
277(2)
Using Option Buttons
279(1)
Displaying or Hiding Data with a Check Box
279(1)
Scrolling Charts through Time with a Slider Bar
280(3)
Summary
282(1)
Chapter 21 Working with PivotTables
283(14)
Basic Concepts of PivotTables
284(2)
Creating an Auto-Expanding Database or List Name
286(3)
Using PivotTable Results in Dashboards
289(1)
Retrieving a Single Cell of Data from a PivotTable
290(1)
Dynamically Retrieving Data from a PivotTable
291(1)
Building a Safe User-Controlled PivotTable Display
292(3)
Drilling Down to Detail with PivotTables
295(1)
Updating the PivotTable Linked to Internal or External Data
296(1)
Summary
296(1)
Chapter 22 Working with PowerPivot
297(20)
Basic PowerPivot Concepts
297(2)
PowerPivot Advantages
299(1)
PowerPivot Disadvantages
300(1)
Downloading and Installing the Free PowerPivot Add-In
301(1)
Downloading Sample Demos for PowerPivot
302(1)
Connecting to Data
302(2)
Creating PivotTables or PivotCharts with PowerPivot
304(1)
Building Free-Form Reports with PowerPivot and GetPivotData
305(3)
Sorting Months in Date Order with the Custom Sort Order List
308(4)
Calculating Fields with Data Analysis Expressions (DAX)
312(5)
Summary
315(2)
Chapter 23 Smoothing Data and Forecasting Trends
317(14)
Smoothing Erratic Data
318(1)
Smoothing Data with Simple Moving Averages
318(2)
Smoothing Data with Weighted Moving Averages
320(1)
Exponential Weighted Moving Average
321(2)
Adding the Analysis ToolPak to Excel
323(1)
Exponential Smoothing with Analysis ToolPak
324(2)
Forecasting Trends
326(1)
Forecasting with Worksheet Functions
326(5)
Summary
329(2)
Chapter 24 Identifying Targets and Displaying Alerts
331(16)
Charting Target Values
332(2)
Charting Alerts with Conditional Colors
334(3)
Charting Alerts for the Top/Bottom n, Quartiles, and Percentiles
337(3)
Charting Alerts with Line and XY Scatter Diagrams
340(1)
Adding a Visual Indicator to Top/Bottom n, Quartile, and Percentile Charts
341(1)
Alerting with E-mailing
342(5)
Summary
344(3)
Chapter 25 Building Powerful Decision-Making Charts
347(24)
Seeing a Full Statistical Picture with a Box-and-Whisker Plot
348(5)
Bullet Charts: A Better Alternative to Gauges
353(7)
Pareto Charts Show What Is Most Important
360(3)
Variance Charts Make a Difference
363(2)
Project Your Projects with Gantt Charts
365(2)
Project Variance Gantt Charts
367(1)
Control Charts
368(3)
Summary
370(1)
Chapter 26 Drilling to Detail
371(14)
Navigating
372(1)
Navigating with Simple Hyperlinks
372(4)
Navigating with a Drop-Down Menu
376(2)
Drilling Down to Detail
378(1)
Drill-Downs in PivotTables and PowerPivots
378(1)
Drilling into a Data List by Clicking a Row
379(6)
Summary
383(2)
Chapter 27 Using Excel Add-Ins for Extra Capabilities
385(10)
ASAP Utilities
385(1)
FlowBreeze Flowcharting
386(2)
Systems2Win Value Stream Mapping
388(2)
PowerPivot
390(1)
Simtools
391(1)
Formlist
392(1)
Managing Excel Add-Ins
392(3)
Summary
393(2)
Chapter 28 Finishing Touches
395(10)
Adding Context and Comments with Briefing Books
395(1)
Displaying Pop-Up Content and Dynamic Help
396(2)
Controlling Dashboard Display
398(1)
Hiding Worksheets
399(1)
Sending Conditional E-mails from Dashboards
399(2)
Adding Headers and Footers
401(1)
Locating and Removing Phantom Links
402(1)
Protecting Content, Worksheets, and Workbooks
402(1)
Restricting the User's Range
403(2)
Summary
404(1)
Chapter 29 Data Integration Methods
405(20)
Should You Use Manual Data Entry or Automated Data Integration?
406(1)
Manual Data Entry for Dashboards
407(1)
Automating Data Retrieval with Text Files
408(1)
Creating Text Data Files
408(1)
Step-by-Step to Importing a Text Data File
409(5)
Automating Data Retrieval from Databases
414(1)
Step-by-Step to Importing Data from a Relational Database
415(3)
Importing Data Using a PivotTable
418(1)
Importing Data to a PivotTable
419(1)
Refreshing Data Automatically
420(1)
Linking Imported Data to Your Dashboard
421(1)
What Is OLAP, and When Should You Use It?
422(3)
Summary
423(2)
Chapter 30 Publishing Balanced Scorecards and Dashboards
425(16)
Publishing Directly in Excel
426(1)
Workbook Architecture
427(1)
Publishing Multidashboard Systems
428(1)
Hierarchy of Views
429(1)
Deciding How to Publish Your Scorecard or Dashboard
430(1)
Publishing in PowerPoint
431(1)
Advantages and Disadvantages of Publishing in PowerPoint
432(1)
PowerPoint Architecture
432(1)
When You Should Use PowerPoint for Publishing
433(1)
Creating the PowerPoint Presentation
434(1)
Publishing in PDF
435(1)
Advantages and Disadvantages of Publishing in PDF
436(1)
PDF Architecture
437(1)
Creating Complex or High-Security Balanced Scorecards in PDF
437(4)
Summary
438(3)
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.
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