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• Contents
• Introduction
• Part I: Strategic Performance with Balanced Scorecards
• Chapter 1: Accelerating Strategic Performance
• Managing with a 500-Year-Old System
• The Failure of Modern Management Systems
• A Modern Strategic Management System
• Why Use a Balanced Scorecard?
• Building a Balanced Scorecard
• Does the Balanced Scorecard Guarantee Business Success?
• Does the Balanced Scorecard Really Work?
• Do Small and Midsized Businesses Benefit from the Balanced Scorecard?
• Is the Balanced Scorecard Worth Developing?
• Summary
• Notes
• Chapter 2
• Chapter 2: Developing Your Strategic Foundation
• Developing Your Strategic Foundation
• Mission
• Vision
• Values
• Developing Your Strategic Assessment
• Defining Your External Environment by Using PESTEL
• Defining Your Industry Environment with Porter’s 5 Forces
• Defining Your Strengths and Weaknesses with the Balanced Scorecard SWOT
• Developing Your Strategic Destination Statement
• Summary
• Notes
• Chapter 3
• Chapter 3: Preparing to Build Your Balanced Scorecard
• Why Use a Balanced Scorecard?
• Is Your Organization Ready for the Balanced Scorecard Journey?
• Senior Executive Commitment
• Experienced Facilitator or Consultant
• Executive Sponsor Commitment
• Executive Time and Commitment
• Participative Culture with Open Communication
• You Must Make Your Case for Change
• Motivating Executives
• Building Balanced Scorecard Teams
• Background Research
• Interviewing Executives
• Summary
• Notes
• Chapter 4
• Chapter 4: Step-by-Step to Building Your Strategy Map
• What Is a Strategy Map?
• Leveraging Your Strategy Map
• Perspectives: Monitoring Your Strategy from Different Points of View
• Strategic Themes: Concentrating Resources and Momentum along Specific Themes
• Objectives and Causal Links: Modeling What Drives Your Business Success
• Selecting a Strategy Map Facilitator
• Step-by-Step to Creating Your Strategy Map
• The Straw Dog Approach
• The Brainstorm and Intensive Discussion Approach
• Conducting Strategy Map Sessions
• Selecting Strategic Theme Sponsors
• Summary
• Notes
• Chapter 5
• Chapter 5: Step-by-Step from Strategy to Action
• Turning Your Strategy Map into Measurable Action
• Strategic Theme Teams
• Motivating and Educating the Strategic Theme Teams
• Brainstorming Initiatives
• Developing a Robust List of Initiatives
• Prioritizing Initiatives
• Summary
• Note
• Chapter 6
• Chapter 6: Step-by-Step to Selecting Metrics and Setting Targets
• Achieving Balance in Your Balanced Scorecard
• The Right Number of Measures
• If You Have More Than the “Critical Few,” You Lose
• Leading and Lagging Metrics: Drivers and Results
• Sample Objectives and Metrics
• Step-by-Step to Selecting Your Metrics
• Defining the Metric with a Metric Definition
• Look Out! What You Measure Is What You Get!
• Critical Questions to Ask about Your Measures and Metrics
• Setting Targets
• Setting Target Values
• Setting Intermediate Targets
• You Will Not Move toward a Target at a Constant Rate
• Summary
• Chapter 7
• Chapter 7: Step-by-Step to Developing Your Implementation Plan
• Step-by-Step to Translating Initiatives into Projects
• Monitoring Initiatives in Progress
• Summary
• Chapter 8
• Chapter 8: Step-by-Step to Rollout and Strategic Reviews
• Creating a Culture Focused on Strategy
• Strategy Review Meeting
• Preparing for the Strategy Review Meeting
• Facilitating the First Meeting
• Communication, Training, and Rollout
• Communication
• Communication Media
• Training
• Summary
• Part II: Operational Performance with Dashboards
• Chapter 9: Developing Executive and Operational Dashboards
• Why Are Dashboards Used with Increasing Frequency?
• The Differences between Dashboards and Scorecards
• Challenges in Developing Dashboards
• Developing Your Dashboard
• Summary
• Chapter 10
• Chapter 10: Mapping Your Operational Processes
• Before You Map, Know Why
• Dashboards and Six Sigma
• Types of Process Mapping
• Six Sigma SIPOC Mapping
• Value Stream Mapping
• Step-by-Step to Building a Map
• Summary
• Chapter 11
• Chapter 11: Identifying Critical Metrics and Key Performance Indicators
• General Rules for Metrics in Operational Dashboards
• Interview the Decision-Makers
• Identify Metrics Using Your Map
• Step-by-Step to Identifying Critical Metrics
• Brainstorming and Identifying Metrics Using an Ishikawa or Fishbone Diagram
• Selecting a Metric
• Cross-Check Your Metric
• What’s Simple Can Be Difficult, and What’s Difficult Can Be Simple
• Summary
• Part III: Building Maps, Scorecards, and Dashboards
• Chapter 12: Creating Dashboards for Decision-Making
• Step-by-Step: Creating Dashboards That Aid Decision-Making
• Make Your Dashboards Actionable
• Rules of Design
• Tips on Graphical Elements
• Some Important Sources on the Art and Science of Visualizing Data
• Excel Charting Techniques
• The Art of Visualizing Data
• Summary
• Chapter 13
• Chapter 13: Drawing Process and Strategy Maps
• Which Drawing Tool Should You Use?
• Drawing with Microsoft Office Drawing Tools
• Displaying the Drawing Toolbar in Versions of Office Prior to 2007 and 2010
• Drawing Objects and Connectors
• Adding Text to Objects or Connectors
• Moving Objects or Connectors
• Formatting Objects or Connectors
• Grouping Objects So That They Act as One
• Using Grid and Nudge for Accurate Positioning
• Controlling Objects That Overlap
• Saving Time When You Draw
• Drawing with Microsoft Visio
• Summary
• Chapter 14
• Chapter 14: Using Microsoft Excel for Balanced Scorecards and Dashboards
• Excel Is the Most Widely Used Balanced Scorecard Software
• Consider the Trade-Offs between Excel and Large BI Systems
• Disadvantages of Excel
• Many Versions of One Truth
• Technical Scalability versus User Scalability
• Hidden Errors
• Spreadsheets Spawn Spreadsheets
• The Ineluctable Modality of User-Built Conundrums
• Advantages of Using Excel
• Get It Done Now!
• Prove the Business Intelligence and Dashboard Concept
• Experienced Users
• Total Costs for Scalability
• Excel Is Flexible and Extensible
• Excel’s Chart Engine Is a Powerful Standard
• When to Use Excel
• Solutions
• Summary
• Chapter 15
• Chapter 15: Text-Based Dashboards
• Alerting with Conditional Formats
• Conditional Formatting with Earlier Versions of Excel
• Conditional Color Formatting with Excel 2007 and Excel 2010
• Creating In-Cell Charts with Text
• Creating Text Charts with Earlier Versions of Excel
• Creating Data Bars with Excel 2007 and Excel 2010
• Alerting with Conditional Text Icons
• Creating Conditional Icons with Earlier Versions of Excel
• Creating Conditional Icons with Excel 2007 and Excel 2010
• Summary
• Chapter 16
• Chapter 16: Custom Labels and Formatting
• Combining Numbers, Text, and Dates to Create Custom Labels
• Joining Text with Custom-Formatted Numbers
• Joining Text with Custom-Formatted Dates and Times
• Time and Data Calculations
• Calculating the Beginning and End of Any Month
• Creating a Month Series
• Calculating the Beginning and End of a Quarter
• Automatically Updating Quarterly Titles on the Category (x) Axis
• Scaling Numbers with Formatting
• Scaling Charts and Sheets Separately
• Creating Custom Titles and Floating Text
• Creating Dynamic Chart Titles
• Creating Floating Titles in Charts
• Creating Dynamic Titles That Float in Worksheets
• Rotating Text, Shapes, and Charts in Any Direction by Using a Picture of Cells
• Creating Custom Data Labels
• Creating Pop-Up and Alert Data Labels
• Creating New Color Palettes
• Creating a Custom Color Palette in Excel 2003
• Matching Your Dashboard to the Corporate Identity
• Transferring Color Palettes between Workbooks
• Creating Aesthetically Pleasing Color Palettes
• Summary
• Chapter 17
• Chapter 17: Working with Data That Changes Size
• Using Tables for Data That Changes Size
• Formatting Tables
• Attaching a Dynamic Range Name to a Table
• Tables Use English-Like Formula References
• Naming Ranges for Ease of Use and Functionality
• Creating Named Ranges
• When to Use Tables or Dynamic Range Names
• Creating Dynamic Range Names That Adjust Automatically When the Size of Data Changes
• Creating Charts That Expand to Include New Data
• Dynamically Changing a Chart’s Start Date
• Dynamically Changing a Chart’s Start Date and Width
• Dynamically Charting the Last 13 Months of Data
• Creating Dynamic Range Names for Lists
• Summary
• Chapter 18
• Chapter 18: Retrieving Data from Lists and Tables of Data
• More Powerful Than VLOOKUP: INDEX and MATCH
• The Key to Retrieving Data and Creating Interactive Dashboards
• Using a Keyword to Retrieve and Chart Data
• Adding a Drop-Down Selection List to Make Retrieval Easier
• Retrieving Data Given Multiple Keywords
• Retrieving Multiple Rows Using a Single Keyword
• Retrieving Data with a Two-Way Lookup
• Summary
• Chapter 19
• Chapter 19: Creating Miniature Charts and Tables
• Using Miniature Charts, Tables, and Sparklines for Greater Information Density and Improved Layout
• Creating Miniature Charts from Standard Excel Charts
• Removing Titles, Grid Lines, and Legends
• Formatting the Y-Axis to Remove Unnecessary Scales and Width
• Reducing the Size and Width of Y-Axis Numeric Values
• Formatting the X-Axis
• Formatting Multiple Miniature Charts
• Creating Sparklines
• Modifying or Deleting Sparklines
• Sparkline Tricks
• Excel’s Amazing Camera Tool
• Taking Pictures with the Camera Tool
• Using Camera Pictures of Charts, Tables, and Miniature Charts
• Simultaneously Formatting the Size of Multiple Charts or Camera Pictures
• The Dark Side of Excel’s Camera Tool
• Summary
• Chapter 20
• Chapter 20: Controlling Charts with Menus, Combo Boxes, and Buttons
• Adding Combo Boxes, Lists, Check Boxes, and More to Your Dashboards
• Selecting Data with a Combo Box or List
• Selecting Data with Multiple Criteria Using Multiple Combo Boxes
• When to Use a Data Validation List or Combo Box
• Creating Dynamic Cascading Combo Boxes or Lists
• Using Option Buttons
• Displaying or Hiding Data with a Check Box
• Scrolling Charts through Time with a Slider Bar
• Summary
• Chapter 21
• Chapter 21: Working with PivotTables
• Basic Concepts of PivotTables
• Creating an Auto-Expanding Database or List Name
• Using PivotTable Results in Dashboards
• Retrieving a Single Cell of Data from a PivotTable
• Dynamically Retrieving Data from a PivotTable
• Building a Safe User-Controlled PivotTable Display
• Drilling Down to Detail with PivotTables
• Updating the PivotTable Linked to Internal or External Data
• Summary
• Chapter 22
• Chapter 22: Working with PowerPivot
• Basic PowerPivot Concepts
• PowerPivot Advantages
• PowerPivot Disadvantages
• Downloading and Installing the Free PowerPivot Add-In
• Downloading Sample Demos for PowerPivot
• Connecting to Data
• Creating PivotTables or PivotCharts with PowerPivot
• Building Free-Form Reports with PowerPivot and GetPivotData
• Sorting Months in Date Order with the Custom Sort Order List
• Calculating Fields with Data Analysis Expressions (DAX)
• Summary
• Chapter 23
• Chapter 23: Smoothing Data and Forecasting Trends
• Smoothing Erratic Data
• Smoothing Data with Simple Moving Averages
• Smoothing Data with Weighted Moving Averages
• Exponential Weighted Moving Average
• Adding the Analysis ToolPak to Excel
• Exponential Smoothing with the Analysis ToolPak
• Forecasting Trends
• Forecasting with Worksheet Functions
• Summary
• Chapter 24
• Chapter 24: Identifying Targets and Displaying Alerts
• Charting Target Values
• Charting Alerts with Conditional Colors
• Charting Alerts for the Top/Bottom n, Quartiles, and Percentiles
• Charting Alerts with Line and XY Scatter Diagrams
• Adding a Visual Indicator to Top/Bottom n, Quartile, and Percentile Charts
• Alerting with E?mailing
• Summary
• Chapter 25
• Chapter 25: Building Powerful Decision?Making Charts
• Seeing a Full Statistical Picture with a Box-and-Whisker Plot
• Bullet Charts: A Better Alternative to Gauges
• Pareto Charts Show What Is Most Important
• Variance Charts Make a Difference
• Project Your Projects with Gantt Charts
• Project Variance Gantt Charts
• Control Charts
• Summary
• Chapter 26
• Chapter 26; Drilling to Detail
• Navigating
• Navigating with Simple Hyperlinks
• Navigating with a Drop-Down Menu
• Drilling Down to Detail
• Drill-Downs in PivotTables and PowerPivots
• Drilling into a Data List by Clicking a Row
• Summary
• Chapter 27
• Chapter 27: Using Excel Add-Ins for Extra Capabilities
• ASAP Utilities
• FlowBreeze Flowcharting
• Systems2Win Value Stream Mapping
• PowerPivot
• Simtools
• Formlist
• Managing Excel Add-Ins
• Summary
• Chapter 28
• Chapter 28:Finishing Touches
• Adding Context and Comments with Briefing Books
• Displaying Pop-Up Content and Dynamic Help
• Controlling Dashboard Display
• Hiding Worksheets
• Sending Conditional E?mails from Dashboards
• Adding Headers and Footers
• Locating and Removing Phantom Links
• Protecting Content, Worksheets, and Workbooks
• Restricting the User’s Range
• Summary
• Chapter 29
• Chapter 29: Data Integration Methods
• Should You Use Manual Data Entry or Automated Data Integration?
• Manual Data Entry for Dashboards
• Automating Data Retrieval with Text Files
• Creating Text Data Files
• Step-by-Step to Importing a Text Data File
• Automating Data Retrieval from Databases
• Step-by-Step to Importing Data from a Relational Database
• Importing Data Using a PivotTable
• Importing Data to a PivotTable
• Refreshing Data Automatically
• Linking Imported Data to Your Dashboard
• What Is OLAP, and When Should You Use It?
• Summary
• Chapter 30
• Chapter 30: Publishing Balanced Scorecards and Dashboards
• Publishing Directly in Excel
• Workbook Architecture
• Publishing Multidashboard Systems
• Hierarchy of Views
• Deciding How to Publish Your Scorecard or Dashboard
• Publishing in PowerPoint
• Advantages and Disadvantages of Publishing in PowerPoint
• PowerPoint Architecture
• When You Should Use PowerPoint for Publishing
• Creating the PowerPoint Presentation
• Publishing in PDF
• Advantages and Disadvantages of Publishing in PDF
• PDF Architecture
• Creating Complex or High-Security Balanced Scorecards in PDF
• Summary
• Index