Excel: Implementing Balanced Scorecards with KPIs

Discover how to use Excel to create a balanced scorecard to measure business performance based on financial, process, customer, and learning and growth metrics.

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