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Balanced Scorecards and Operational Dashboards with Microsoft Excel
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Balanced Scorecards and Operational Dashboards with Microsoft Excel

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Description:

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.

Product Details:
Author: Ron Person
Paperback: 480 pages
Publisher: Wiley
Publication Date: December 22, 2008
Language: English
ISBN: 0470386819
Product Length: 9.1 inches
Product Width: 7.3 inches
Product Height: 1.1 inches
Product Weight: 1.45 pounds
Package Length: 9.2 inches
Package Width: 7.3 inches
Package Height: 1.2 inches
Package Weight: 1.4 pounds
Average Customer Rating: based on 23 reviews
Customer Reviews:
Average Customer Review: 4.5 ( 23 customer reviews )
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Most Helpful Customer Reviews

44 of 45 found the following review helpful:

5Ron Person hits a home run with this practical guide to dashboardsMar 10, 2009
By M. Thomas
I've been a big fan of Tufte and Few over the years. Today. most dashboards being created in business are gaudy, 3D, visually distracting junk. In this book, Ron takes you through the process of creating practical, useful, cost-effective dashboards using the most ubiquitous analysis tool available today: Microsoft Excel.

Ron provides a strong theoretical foundation in the first part of the book with his excellent summary of Balanced Scorecards. In the second part of the book, he describes how to create metrics for your business. In the third part, he provides practical examples of how to build dashboards in Excel. He has a clear command of Excel and includes numerous samples and lots of formulas for creating useful dashboards. I found Chapter 26 to be especially useful because he describes MicroCharts from BonaVista Systems. This software add-in allows you to create Tufte's sparklines and Few's bullet graphs. This makes creating powerful dashboards in Excel easy.

Ron hits a home run with this book. The only criticism I have is that he promotes his consulting business a little hard. In his defense, a lot of what he describes in the book is hard to build into the culture of an organization without external guidance. That said, I strongly recommend this book.

32 of 33 found the following review helpful:

5ESSENTIAL office reference for those who create dashboards!Jun 06, 2010
By Susan L. Adams
We are currently converting to creating dashboards for our clients. Needing to get up to speed quickly, I've been reading every dashboard reference book I can find. "Balanced Scorecards & Operational Dashboards with Microsoft Excel" is by far the best reference I've found for my needs. Ron Person describes the construction process in great detail. Practice files are available from the author, and he has a great website, as well. He also includes theoretical information on "why" to construct a certain way, not just "how" to do it. In my office, this has proved very important as I'm constantly defending the "right way" to make a dashboard against people who need me to prove it to them. I also had opportunity to chat via email with the author and found him to be quite friendly and helpful. If you're new to creating scorecards and dashboards, and you have a moderate level of Excel expertise, this is the book for you.

22 of 24 found the following review helpful:

5Excellent Treatise on Balanced Scorecards with valuable Excel PointersJan 29, 2009
By P. Whatley
Ron Person has a profound grasp of the subject of Balanced Scorecards (BSCs) and Operational Dashboards. The first half of this book will give you an excellent understanding of BSCs in a unusually readable and understandable format. Ron includes valuable insights, pointers, examples and cautionary tales. In addition, he provides recommendations for external references for more information or to obtain sample BSCs and dashboards.

The second half of the book covers the use of MS Excel for the development of BSCs and operational dashboards in Excel 2007 and older versions of Excel. However, he also discusses the use of other tools and explains advantages and disadvantages of each. "Balanced Scorecards & Operational Dashboards with Microsoft Excel" is worth the price just for the powerful and creative Excel graphing techniques and presentation ideas and pointers. The book is an excellent primer and reference. You won't be disappointed.

7 of 7 found the following review helpful:

5Powerful adviceApr 07, 2010
By Peter D. Lenn
Half great guidance on defining and using dashboards to improve management and business results, half super clear directions on building those dashboards with EXCEL. If you are putting together any sort of business intelligence dashboards and scorecards, this book deserves to be read and retained on your bookshelf as a handbook. Ron Person's directions on writing macros to handle dynamic data sets solved a problem we had been wrestling with for two months.

5 of 5 found the following review helpful:

5Excellent!Aug 05, 2010
By Louffie "Louffie"
I have read many, many Excel books as well as quite a few on strategic management and execution. What I loved about this book was how well it combined both aspects of creating balanced scorecards and operational dashboards.

It's an instructive, end-to-end guide that is as easy to read as it is thorough. From helpful tips on identifying the most important key metrics to monitor, to some Excel tips that even the most advanced users will benefit from... This guide definitely deserves a spot on the shelf of anyone with dashboard aspirations. (After reading it I bought a second copy to leave at the office so I wouldn't have to keep carrying it back and forth!)

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