YoVDO

Excel: Implementing Balanced Scorecards with KPIs

Offered By: LinkedIn Learning

Tags

Microsoft Excel Courses KPIs (Key Performance Indicators) Courses Key Performance Indicators (KPIs) Courses Balanced Scorecard Courses PivotTables Courses

Course Description

Overview

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

Related Courses

Управление инновационными проектами
Moscow Institute of Physics and Technology via Coursera
Balanced Scorecard: Master Your Data Driven Performance
Udemy
MBA Business Tools That Get Results--Free Workbooks Included
Udemy
How to build successful project strategy
Udemy
Create a Balanced Scorecard to Align Priorities in Miro
Coursera Project Network via Coursera