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Excel: Implementing Balanced Scorecards with KPIs

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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

Introduction
  • Measure business performance with a balanced scorecard
  • What you should know
1. Introducing Balanced Scorecards
  • The balanced scorecard methodology
  • The four perspectives of a balanced scorecard
  • Defining key performance indicators (KPIs)
  • Introducing the course's scenario
2. Design a Balanced Scorecard
  • Determine objectives with each perspective
  • Identify barriers to successful implementation
  • Generate and maintain momentum
  • Measure program effectiveness
3. Create a Balanced Scorecard in an Excel Worksheet
  • 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
Conclusion
  • Next steps

Taught by

Curt Frye

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4.6 rating at LinkedIn Learning based on 671 ratings

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