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Balanced Scorecards and Operational Dashboards with Microsoft Excel, by Ron Person
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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.
- Sales Rank: #82826 in Books
- Brand: Person, Ron
- Published on: 2013-01-14
- Released on: 2013-01-04
- Original language: English
- Number of items: 1
- Dimensions: 9.15" h x .99" w x 7.30" l, .0 pounds
- Binding: Paperback
- 480 pages
From the Back Cover
Drive strategic performance with Balanced Scorecards and operational dashboards
Balanced Scorecards help translate business strategy into action. Performance dashboards are critical for monitoring operations and tactics. This fully updated guide shows you how to create and implement a program of Balanced Scorecards and dashboards using Excel, the preferred tool for the job. Incorporating the latest enhancements, it leads you step by step through the process, preparing you to leverage these tools for improved performance in your organization.
- Understand how and why Balanced Scorecards work
- Develop your strategic foundation, build your strategy map, select metrics, and set targets
- Create executive and operational dashboards to aid in decision-making
- Identify critical metrics and key performance indicators
- Examine the pros and cons of using Excel so you can leverage its power
- Provide more information with miniature charts and tables
- Smooth data, forecast trends, and display alerts
- Publish with PowerPoint templates or in secure formats
- Add extra functionality to Excel
About the Author
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.
Most helpful customer reviews
22 of 23 people found the following review helpful.
Covers a lot more than just how to build Balanced Scorecards
By Amazon Customer
After looking over some reviews and quickly glancing through a copy at a bookstore, I bought this book specifically to learn about PowerPivot and other Excel techniques that I could use to create efficient and effective management reporting (dashboards or otherwise). Considering myself an experience, intermediate level Excel user, I found the book more useful than I expected. Before getting into specifics about Excel for dashboards, the author, Ron Person, spends a great deal of time providing background on what makes a good scorecard, etc. -- a dashboard primer. He offers practical advice on the up-front work needed to create a good dashboard and potential pitfalls of not doing your homework.
When it comes to Excel techniques, he takes great pains to illustrate simple constructs that can be carried out in several generations of Excel and / or points out what would need to be done to accomplish the same or similar. I was surprised at how many "general" Excel techniques I picked-up, including learning about functions I never thought I would use, like REPT (repetition of text) that I assumed was some esoteric text function. Being exposed to the CAMERA functionality (a tool I had never heard of before) was a revelation -- I don't know why this feature of Excel hasn't been more heavily promoted.
Finally, he not only includes links to examples and test data that you can use to practice the techniques he covers, but he provides a generous compliment of links and references to other websites that either provide further information or complimentary material on such things as color palettes (choosing the right colors for dashboard elements).
I know I will be referring back to this book often for additional tips and tricks to improve my capabilities with Excel.
4 of 4 people found the following review helpful.
I do a great deal of Dashboard work n Excel and I highly ...
By R W Hyde
I do a great deal of Dashboard work n Excel and I highly recommend this book. The first several chapters cover the concepts of implementing Balanced Scorecards in a business which is great if that is your task. I'd not seen that subject treated else where to the same extent so this is a bonus to me. Moving on through the book there are numerous very useful and practical techniques to accomplish things in Excel 90% of the world is completely unaware of. If you realy want to improve your skills and WOW people, this book is a great knowledge enhancer for you. That and becoming familiar with several of the key websites for Excel Guru's will move you quickly toward being recognized for your skills in this arena. I purchased several copies of this book as gifts for some budding Excel guru's. I think you will be very pleased if your goal is to deepen your skills and presentation of data. Buy this book!
3 of 3 people found the following review helpful.
Worth the Read
By Kelly R. Estes
Great source for developing a balanced scorecard and dashboard. This book provides step by step guidance from strategy to execution.
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