Overview
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Discover how to use Excel to create a balanced scorecard to measure business performance based on financial, process, customer, and learning and growth metrics.
Syllabus
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Introduction
- Measure business performance with a balanced scorecard
- What you should know
- The balanced scorecard methodology
- The four perspectives of a balanced scorecard
- Defining key performance indicators (KPIs)
- Introducing the course's scenario
- Determine objectives with each perspective
- Identify barriers to successful implementation
- Generate and maintain momentum
- Measure program effectiveness
- Create a PivotTable from an external data source
- Import a large data set into Excel
- Add data icon conditional formats
- Create a conditional formatting rule based on a formula
- Change PivotTable views using GETPIVOTDATA formulas
- Next steps
