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Project Management KPI Dashboard Excel: Track Your Success with Data-Driven Insights
Are you drowning in project data, struggling to pinpoint what's working and what's not? Do you wish you had a clear, concise overview of your project's health at a glance? Then you're in the right place. This comprehensive guide will walk you through creating a powerful project management KPI dashboard in Excel, providing you with the tools and techniques to transform raw data into actionable insights. We'll cover everything from selecting the right KPIs to designing an effective dashboard that keeps you informed and in control of your projects. By the end, you'll have the knowledge and resources to build your own custom dashboard, enhancing your project management capabilities significantly.
Choosing the Right KPIs for Your Project Management KPI Dashboard Excel
Before diving into Excel, you need to identify the Key Performance Indicators (KPIs) that truly matter for your projects. The optimal KPIs will vary depending on your industry, project type, and organizational goals. However, some common and highly effective KPIs include:
Project Schedule Performance Index (SPI): Measures how well the project is progressing against the planned schedule. An SPI > 1 indicates ahead of schedule, while <1 signifies behind schedule.
Cost Performance Index (CPI): Tracks the efficiency of project spending. A CPI > 1 shows that the project is under budget, while <1 indicates cost overruns.
Earned Value (EV): The value of the work completed to date, based on the planned budget.
Planned Value (PV): The planned budget for the work scheduled to be completed by a specific point in time.
Actual Cost (AC): The actual cost incurred up to a specific point in time.
Schedule Variance (SV): The difference between the earned value and the planned value (EV - PV). A positive SV indicates ahead of schedule, while a negative SV shows delays.
Cost Variance (CV): The difference between the earned value and the actual cost (EV - AC). A positive CV indicates under budget, and a negative CV signifies cost overruns.
Percentage Complete: A simple yet powerful metric showing the percentage of the project completed.
Burn-down Chart Data: Illustrates the remaining work versus time, visualizing progress towards completion.
Risk Register Status: Tracks the status of identified project risks and the effectiveness of mitigation strategies.
These KPIs provide a holistic view of your project's health, covering both schedule and budget performance. Remember to tailor your KPI selection to your specific project needs; focusing on too many KPIs can lead to confusion and overwhelm.
Designing Your Project Management KPI Dashboard in Excel: A Step-by-Step Guide
Creating an effective Excel dashboard requires careful planning and execution. Here’s a step-by-step approach:
1. Data Consolidation: Gather all relevant project data from various sources (spreadsheets, project management software, etc.). Ensure data consistency and accuracy. This is the foundation for your dashboard.
2. Excel Sheet Structure: Organize your data into separate worksheets for clarity. One sheet might house raw data, while others contain calculations for your KPIs.
3. KPI Calculation: Use Excel formulas to calculate your chosen KPIs. For example, SPI = EV/PV, CPI = EV/AC, etc. Ensure your formulas are accurate and well-documented.
4. Chart Selection: Choose appropriate chart types to visualize your KPIs. Consider using:
Gauges: For quick visual representation of performance against targets (e.g., SPI, CPI).
Bar Charts: To compare KPI values across different projects or time periods.
Line Charts: To show trends over time (e.g., burn-down charts).
Scatter Plots: To identify correlations between different KPIs.
5. Dashboard Layout: Arrange the charts and data tables on a single sheet to create your dashboard. Use Excel's formatting tools to enhance readability and visual appeal. Use consistent colors, fonts, and styles for a professional look.
6. Data Validation: Implement data validation rules to ensure data accuracy and prevent errors. This helps maintain the integrity of your dashboard.
7. Data Refresh: If your data changes frequently, set up automatic data refresh to keep your dashboard up-to-date.
8. Conditional Formatting: Use conditional formatting to highlight critical areas, such as significant deviations from targets or potential risks. This allows for quick identification of issues.
9. Protection: Protect your dashboard to prevent accidental modifications. This ensures data integrity and maintainability.
Leveraging Excel Features for Enhanced Functionality
Excel offers several advanced features to enhance your KPI dashboard:
Pivot Tables: Use pivot tables to summarize and analyze your project data efficiently. They allow for dynamic filtering and aggregation, making data analysis much easier.
VLOOKUP and HLOOKUP: These functions allow you to pull data from other worksheets or workbooks, centralizing your information.
Macros: Automate repetitive tasks, such as data import, KPI calculation, or chart updates, using VBA macros. This improves efficiency and reduces manual effort.
Example: A Simple Project Management KPI Dashboard Excel Structure
Let's outline a simple dashboard structure:
Sheet 1: Raw Data: Contains all project data, such as tasks, planned start/end dates, actual start/end dates, budgeted costs, and actual costs.
Sheet 2: KPI Calculations: Calculates all the selected KPIs (SPI, CPI, EV, PV, AC, SV, CV, Percentage Complete) using formulas based on the raw data in Sheet 1.
Sheet 3: Dashboard: Presents the KPIs visually through charts and tables. This sheet includes gauges for SPI and CPI, a bar chart comparing project performance, and a line chart showing the burn-down trend.
Ebook Outline: Project Management KPI Dashboard Excel Mastery
I. Introduction: The importance of data-driven project management and the benefits of using a KPI dashboard.
II. Selecting the Right KPIs: Detailed explanation of common project management KPIs and how to choose the most relevant ones for specific projects.
III. Designing Your Excel Dashboard: A step-by-step guide to creating a functional and visually appealing dashboard, including data consolidation, calculation, chart selection, and layout.
IV. Advanced Excel Techniques: Exploring advanced Excel features such as Pivot Tables, VLOOKUP, HLOOKUP, and Macros to enhance dashboard functionality.
V. Best Practices and Troubleshooting: Tips for creating effective dashboards, avoiding common mistakes, and troubleshooting issues.
VI. Case Studies: Real-world examples of how organizations use KPI dashboards to improve project management.
VII. Conclusion: Recap of key concepts and a call to action encouraging readers to create their own dashboards.
Frequently Asked Questions (FAQs)
1. What is the best software to use for creating a project management KPI dashboard? While dedicated project management software offers robust features, Excel remains a powerful and accessible option, particularly for smaller projects or those with existing Excel proficiency.
2. How often should I update my KPI dashboard? The update frequency depends on project complexity and the need for real-time information. Daily or weekly updates are common for active projects.
3. Can I use a template for my KPI dashboard? Yes, many free and paid templates are available online. However, customizing a template to your specific needs is crucial.
4. What if I don't have strong Excel skills? Numerous online tutorials and resources can help you improve your Excel proficiency. Start with the basics and gradually learn more advanced functions.
5. How can I share my KPI dashboard with my team? You can share your Excel file directly or export it to a PDF or image format for easier sharing.
6. Can I integrate my KPI dashboard with other project management tools? You can potentially import and export data between Excel and other tools, but direct integration might require custom solutions.
7. What are the limitations of using Excel for KPI dashboards? Excel's scalability can be a limitation for very large projects or organizations. Collaboration features are also less robust compared to dedicated project management software.
8. How can I ensure data accuracy in my KPI dashboard? Implement data validation rules, regularly audit your data sources, and document your calculations clearly.
9. What are some common mistakes to avoid when creating a KPI dashboard? Avoid using too many KPIs, selecting irrelevant metrics, and neglecting data visualization best practices.
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2. Agile Project Management Techniques: An overview of Agile methodologies and their application in project management.
3. Risk Management in Project Management: Strategies for identifying, assessing, and mitigating project risks.
4. Effective Project Communication Strategies: Techniques for improving communication and collaboration within project teams.
5. Creating a Project Gantt Chart in Excel: A guide to creating and using Gantt charts for project scheduling.
6. Project Budget Management Best Practices: Strategies for effective project budgeting and cost control.
7. Project Scope Management Techniques: Methods for defining, managing, and controlling project scope.
8. The Importance of Project Closure: The significance of properly closing projects and lessons learned.
9. Using Power BI for Project Management Dashboards: A comparison of Excel and Power BI for project management dashboards and the advantages of each.
| project management kpi dashboard excel: Project Management Metrics, KPIs, and Dashboards Harold Kerzner, 2017-08-30 Harold Kerzner’s essential strategies on measuring project management performance With the growth of complex projects, stakeholder involvement, and advancements in visual-based technology, metrics and KPIs (key performance indicators) are key factors in evaluating project performance. Dashboard reporting systems provide accessible project performance data, and sharing this vital data in a concise and consistent manner is a key communication responsibility of all project managers. This third edition of Kerzner's groundbreaking work, Project Management Metrics, KPIs, and Dashboards: A Guide to Measuring and Monitoring Project Performance, helps functional managers gain a thorough grasp of what metrics and KPIs are and how to use them. Plus, this edition includes new sections on processing dashboard information, portfolio management PMO and metrics, and BI tool flexibility. • Offers comprehensive coverage of the different dashboard types, design issues, and applications Provides full-color dashboards from some of the most successful project management companies, including IBM, Microsoft, and others Aligns with PMI’s PMBOK® Guide and stresses value-driven project management PPT decks are available by chapter and a test bank will be available for use in seminar presentations and courses Get ready to bolster your awareness of what good metrics management really entails today—and be armed with the knowledge to measure performance more effectively. |
| project management kpi dashboard excel: Mastering Project Management with ClickUp for Work and Home Life Balance Edward Unger, 2024-06-28 A self-guided handbook for achieving work and home life balance through task management and improved processes and workflow using ClickUp, AI, and automation Key Features Master ClickUp's core functionalities, automation, and integrations to become a ClickUp power user in all areas of your life Discover new habits and goal-setting methods to accomplish your personal and professional goals Learn with step-by-step guides, FAQs, and a downloadable workbook Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionDo you want to start a business or turn a hobby into a profession, but feel like you're running out of time? Do you want to become a productivity powerhouse, effectively juggling personal and professional responsibilities? Does your team need help boosting efficiency? This comprehensive guide provides practical strategies and action plans to optimize your work and home life using ClickUp. Achieve project success by setting meaningful KPIs, creating team dashboards, generating real-time reports, and extending ClickUp with integrations. You’ll learn how to implement and optimize your workspace structure, project management, processes, workflows, automation, AI, and how to use ClickUp Brain as a knowledgebase. This book also helps you master ClickUp for home life by using it to manage personal tasks, plan vacations, collaborate on projects, maintain interactive inventory, and track household chores. Finally, you'll explore advanced features, goal setting, and personal approaches to maximize your leverage of ClickUp as your 'accomplishment system. Whether you're a seasoned user or just getting started, this ClickUp handbook provides best practices and highlights common mistakes for implementing and optimizing ClickUp to unlock its potential and achieve your goals.What you will learn Manage the fundamentals of ClickUp and learn feature utilization with ClickApps Explore new habits, routines, and simplified project management with ClickUp Manage personal tasks, plan projects, and collaborate on personal events Grasp advanced process writing strategies and automation planning for complex challenges Use ClickUp Brain and AI to automate tasks and improve teamwork Optimize project workflows, task management, time tracking, and integration with other tools Leverage ClickUp for continuous personal and professional growth, achieving a balanced work and home life Who this book is for This book is for anyone who wants more out of life and wants to reclaim time in areas that matter most. It will help everyday people, professionals, entrepreneurs, business owners, project managers, hobbyists, and anyone seeking to enhance their time management skills and productivity. Whether you’re an experienced user or new to ClickUp, this book offers valuable insights, including ClickUp's AI features. |
| project management kpi dashboard excel: Dashboards for Excel Jordan Goldmeier, Purnachandra Duggirala, 2015-10-07 This book takes a hands-on approach to developing dashboards, from instructing users on advanced Excel techniques to addressing dashboard pitfalls common in the real world. Dashboards for Excel is your key to creating informative, actionable, and interactive dashboards and decision support systems. Throughout the book, the reader is challenged to think about Excel and data analytics differently—that is, to think outside the cell. This book shows you how to create dashboards in Excel quickly and effectively. In this book, you learn how to: Apply data visualization principles for more effective dashboards Employ dynamic charts and tables to create dashboards that are constantly up-to-date and providing fresh information Use understated yet powerful formulas for Excel development Apply advanced Excel techniques mixing formulas and Visual Basic for Applications (VBA) to create interactive dashboards Create dynamic systems for decision support in your organization Avoid common problems in Excel development and dashboard creation Get started with the Excel data model, PowerPivot, and Power Query |
| project management kpi dashboard excel: Kpi Checklists Bernie Smith, 2013-11 KPI Checklists is for people who have the task of creating new KPIs for their organisation, have been asked to improve or enhance existing KPIs or need help implementing a measurement system. Using brief explanations and practical checklists, this book will help you deliver meaningful measures that work, create reports that support decision-making and deploy the tools you need to engage the rest of your organisation. |
| project management kpi dashboard excel: Enhancing Success for Performance Management in the Public Sector Emmanuel S. E. Leigh, 2024-08-29 The information about the book is not available as of this time. |
| project management kpi dashboard excel: Balanced Scorecards and Operational Dashboards with Microsoft Excel Ron Person, 2010-08-26 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. |
| project management kpi dashboard excel: Project Management for Modern Information Systems Brandon, Daniel M., 2005-12-31 This book describes and illustrates practices, procedures, methods, and tools for IT project management that address project success for modern times--Provided by publisher. |
| project management kpi dashboard excel: Integrated IT Performance Management Kenneth Bainey, 2016-01-06 If you are in search of real-world practical scenarios of IT performance management practices, with a desire to obtain examples of strategic directives, accountabilities, outcomes, and performance measures for managing IT services, with an interest toward how performance management integrates with strategic and operational management, then Integrat |
| project management kpi dashboard excel: SharePoint for Project Management Dux Raymond Sy, 2008-10-17 If you are a project manager looking for a technology-based, easily implemented, and usable solution for project communications, document management, and general project organization, this book is for you!-Susan Weese, PgMP, President and Founder, Rhyming Planet Most companies don't understand SharePoint's power, and use it simply to share documents or spreadsheets. This hands-on book demonstrates how SharePoint can also help you organize and manage complex projects. With SharePoint for Project Management, you'll not only understand how to apply common and practical project management concepts in SharePoint, you'll learn how to build a Project Management Information System (PMIS), customized to your project, that can efficiently coordinate communication and collaboration among team members. With this book, you will: Learn to apply key project management techniques by leveraging SharePoint as a PMIS Track a case study that illustrates the circumstances and processes of an effective SharePoint PMIS Appropriately define access permissions for project stakeholders and team members Centralize project documents and keep track of document history with version control Automate project reporting mechanisms and generate on-demand status reports Track project schedules, control changes, and manage project risks Integrate project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook Each chapter includes activities that let you practice what you learn. Most SharePoint books are either too introductory (for end users), or too technical (for system administrators). SharePoint for Project Management is just what project managers like you need to learn how to harness the organizational abilities of this powerful software. |
| project management kpi dashboard excel: Performance Management Gary Cokins, 2009-03-17 Praise for Praise for Performance Management: Integrating Strategy Execution, Methodologies, Risk, and Analytics A highly accessible collection of essays on contemporary thinking in performance management. Readers will get excellent overviews on the Balanced Scorecard, strategy maps, incentives, management accounting, activity-based costing, customer lifetime value, and sustainable shareholder value creation. —Robert S. Kaplan, Harvard Business School; coauthor of The Balanced Scorecard: Translating Strategy into Action, The Execution Premium, and many other books Gary Cokins demonstrates in this book that performance management is not a mysterious black art, but a structured, process-oriented discipline. If you want your performance management system to be a smoothly running analytical machine, read and apply the ideas in this book—it's all you need. —Thomas H. Davenport, President's Distinguished Professor of Information Technology and Management, Babson College; coauthor of Competing on Analytics: The New Science of Winning Drawing on a deep reservoir of knowledge and experience gained from hundreds of customer engagements around the world, Gary Cokins offers an authoritative examination of the major dimensions of performance management. Cokins not only paints a rich and textured view of the major principles and concepts driving performance management implementations, he offers a nuanced look at the important subtleties that can spell the difference between success and failure. This is an informative and enjoyable text to read! —Wayne Eckerson, Director of Research, The Data Warehouse Institute (TDWI); author of Performance Dashboards: Measuring, Monitoring, and Managing Your Business [In this] very insightful book, the view of an integrated performance management framework with a goal to link various operational activities with business strategy is an excellent approach to manage and improve business. Gary's explanation of risk-based performance management, for providing the capability to achieve long-term objectives with reliably calculated risks, is definitely thought provoking. —Srini Pallia, Global Head and Vice President of Business Technology Services, Wipro Technologies, Bangalore, India Gary Cokins is clearly one of the world's thought leaders in the area of performance management, and the need for integrated performance management, improvement and execution is clearly at a premium in these challenging economic times. This book is a must read for CEOs, CFOs, and management accountants around the globe seeking higher levels of sustainable business performance for their stakeholders. —Jeffrey C. Thomson, President and CEO, Institute of Management Accountants |
| project management kpi dashboard excel: 10 Step KPI System Aleksey Savkin, 2017-04-18 Finding winning KPIs is not about picking some smart-sounding candidates from the long list of options. The best performance metrics are those that are born in the discussion and are tailor-made for your organization. This book is for those business professionals who are looking beyond standard performance metrics; this book will guide you step-by-step to develop the most effective KPIs. |
| project management kpi dashboard excel: KPI Mega Library RACHAD. BAROUDI, 2016-10-28 The purpose of this guide book is to give the reader a quick and effective access to the most appropriate Key Performance Indicator (KPI). The 36,000 KPIs are categorized in a logical and alphabetical order. Many organizations are spending a lot of funds on building their strategic planning and performance management capabilities. One of the current challenges is the difficulty to know what KPIs are used in similar situations. This book main objective is to acquaint the reader with available KPIs measuring performance of a specific industry, sector, international topic, and functional area. The book is divided into three sections:1) Organization Section: 32 Industries | 385 Functions | 11,000 KPIs2) Government Section: 32 Sectors | 457 Functions | 12,000 KPIs3) International Section: 24 Topics | 39 Sources | 13,000 KPIsREVIEWS: It's very interesting book. Let me also use this opportunity to congratulate you on it Augustine Botwe, M&E Consultant - Sweden Thank you for this book. As an OD and performance consultant, it will be great to have a reference like this to help assist clients and not reinvent the wheel. Congratulations on making this happen with admiration Sheri Chaney Jones - Ohio, USAFabulous book! I bought it for my company. Good work! Elizabeth Amini, CEO, Strategist - LA, USACongratulations for this tremendous work you have done with this book! Roxana Goldstein, Monitoring Consultant - Argentina This looks like a very important reference for me in my BSC consulting practice. Edy Chakra, Partner, ADDIMA Consulting - UKCongratulations for your book, it is very comprehensive! Rafael Lemaitre - Manager at Palladium Group - SpainMany thanks for sharing this valuable information. I will use as reference in my work. Edi Indriyotomo - Senior IT Mgr. - IndonesiaI am reading my copy of your great book KPI Mega Library which I bought from Amazon. Thank you, great effort! Basel A - KuwaitIt's a great idea, for folks who don't have a clue where to start. If you're a strategy consultant who shapes strategies for your clients, you need a tailored set of performance metrics Shelley Somerville, Social Change Strategist - LA, USAA very comprehensive list of KPIs across a number of functions, industries, etc. As an organizational consultant, I could use this resource as a jumping off point to discuss KPIs with a client based on their particular needs. This book could be a great tool to pick and choose the correct KPIs based on a number of criteria Anthony Bussard - Dynamic, Innovative HR Effectiveness Consultant - Boston |
| project management kpi dashboard excel: Making Effective Business Decisions Using Microsoft Project Advisicon, Tim Runcie, Doc Dochtermann, 2012-12-28 A guide to Microsoft Project that focuses on developing a successful project management strategy across the organization to drive better decisions Making Effective Business Decisions Using Microsoft Project goes far beyond the basics of managing projects with Microsoft Project and how to set up and use the software. This unique guide is an indispensable resource for anyone who operates within a Project Management Operation (PMO) or is affected by the adoption of project management within an organization. Its focus is to provide practical and transitional information for those who are charged with making decisions and supporting corporate and strategic objectives, and who face cost and resource constraints. Because more and more companies are aligning project management with their business strategies, the book not only provides guidance on using Microsoft Project and teaching project management skills, but also includes important information on measuring results and communicating with the executive branch. It also provides valuable guidance in using SharePoint Server for social networking and working within a team. Clearly written and presented, the book: Covers work management using Microsoft Project at multiple levels within an organization Focuses on using Microsoft Project 2010 to integrate and support overall organizational strategies Includes hundreds of graphics, screen shots, and annotations that make it the most accessible and usable guide available on the subject Making Effective Business Decisions Using Microsoft Project is a valuable reference for project managers at all levels, and it sets a new standard for training manuals used by businesses that teach courses on project management using Microsoft Project. |
| project management kpi dashboard excel: Using Excel for Business Analysis Danielle Stein Fairhurst, 2012-07-09 A clear, concise, and easy-to-use guide to financial modelling suitable for practitioners at every level Using a fundamental approach to financial modelling that's accessible to both new and experienced professionals, Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals + Website offers practical guidance for anyone looking to build financial models for business proposals, to evaluate opportunities, or to craft financial reports. Comprehensive in nature, the book covers the principles and best practices of financial modelling, including the Excel tools, formulas, and functions to master, and the techniques and strategies necessary to eliminate errors. As well as explaining the essentials of financial modelling, Using Excel for Business Analysis is packed with exercises and case studies to help you practice and test your comprehension, and includes additional resources online. Provides comprehensive coverage of the principles and best practices of financial modeling, including planning, how to structure a model, layout, the anatomy of a good model, rebuilding an inherited model, and much more Demonstrates the technical Excel tools and techniques needed to build a good model successfully Outlines the skills you need to learn in order to be a good financial modeller, such as technical, design, and business and industry knowledge Illustrates successful best practice modeling techniques such as linking, formula consistency, formatting, and labeling Describes strategies for reducing errors and how to build error checks and other methods to ensure accurate and robust models A practical guide for professionals, including those who do not come from a financial background, Using Excel for Business Analysis is a fundamentals-rich approach to financial modeling. |
| project management kpi dashboard excel: The Big Book of Dashboards Steve Wexler, Jeffrey Shaffer, Andy Cotgreave, 2017-04-24 The definitive reference book with real-world solutions you won't find anywhere else The Big Book of Dashboards presents a comprehensive reference for those tasked with building or overseeing the development of business dashboards. Comprising dozens of examples that address different industries and departments (healthcare, transportation, finance, human resources, marketing, customer service, sports, etc.) and different platforms (print, desktop, tablet, smartphone, and conference room display) The Big Book of Dashboards is the only book that matches great dashboards with real-world business scenarios. By organizing the book based on these scenarios and offering practical and effective visualization examples, The Big Book of Dashboards will be the trusted resource that you open when you need to build an effective business dashboard. In addition to the scenarios there's an entire section of the book that is devoted to addressing many practical and psychological factors you will encounter in your work. It's great to have theory and evidenced-based research at your disposal, but what will you do when somebody asks you to make your dashboard 'cooler' by adding packed bubbles and donut charts? The expert authors have a combined 30-plus years of hands-on experience helping people in hundreds of organizations build effective visualizations. They have fought many 'best practices' battles and having endured bring an uncommon empathy to help you, the reader of this book, survive and thrive in the data visualization world. A well-designed dashboard can point out risks, opportunities, and more; but common challenges and misconceptions can make your dashboard useless at best, and misleading at worst. The Big Book of Dashboards gives you the tools, guidance, and models you need to produce great dashboards that inform, enlighten, and engage. |
| project management kpi dashboard excel: Excel Dashboards and Reports Michael Alexander, John Walkenbach, 2010-08-06 The go to resource for how to use Excel dashboards and reports to better conceptualize data Many Excel books do an adequate job of discussing the individual functions and tools that can be used to create an “Excel Report.” What they don’t offer is the most effective ways to present and report data. Offering a comprehensive review of a wide array of technical and analytical concepts, Excel Reports and Dashboards helps Excel users go from reporting data with simple tables full of dull numbers, to presenting key information through the use of high-impact, meaningful reports and dashboards that will wow management both visually and substantively. Details how to analyze large amounts of data and report the results in a meaningful, eye-catching visualization Describes how to use different perspectives to achieve better visibility into data, as well as how to slice data into various views on the fly Shows how to automate redundant reporting and analyses Part technical manual, part analytical guidebook, Excel Dashboards and Reports is the latest addition to the Mr. Spreadsheet’s Bookshelf series and is the leading resource for learning to create dashboard reports in an easy-to-use format that’s both visually attractive and effective. |
| project management kpi dashboard excel: Pro SQL Server 2008 Analytics Brian Paulen, Jeff Finken, 2009-11-03 Pro SQL Server 2008 Analytics provides everything you need to know to develop sophisticated and visually appealing sales and marketing dashboards using SQL Server 2008 and to integrate those dashboards with SharePoint, PerformancePoint, and other key Microsoft technologies. The book begins by addressing the many misconceptions that surround the use of key performance indicators (KPIs) and giving a brief overview of the business intelligence (BI) and reporting tools that can be combined on the Microsoft platform to help you generate the results that you need. The focus of the book is to help you implement a successful business intelligence project of your own. The text discusses many of the required project planning components, provides overviews and examples associated with Microsoft's BI tools, and gives detailed examples of successful dashboard implementations. |
| project management kpi dashboard excel: Petroleum Reservoir Management Pathak, 2021-08-20 Petroleum reservoir management considerations and practices are deeply rooted in the optimization of development objectives, requisite investments, operational costs, and philosophy in addition to the dynamics of timely decision-making. Petroleum Reservoir Management: Considerations and Practices highlights the key reservoir management topics and issues that engage the attention of exploration and production companies over the life cycle of an oilfield. This is the only book to exclusively address petroleum reservoir management based on actual field development experience. It emphasizes the role of good project management, the value of a quantitative assessment of reservoir health, the importance of using good practices, and the need for true collaboration among various team players to maximize the benefits. The book expands the scope of reservoir management from field operations to boardroom discussions about capital financing to product pricing criteria, mechanisms, and strategies. FEATURES Reviews subsurface and surface management issues Discusses project and price management factors critical to the oil industry Describes macromanagement issues covering the reservoir life cycle from production to pricing Includes the role and significance of teamwork, open communication, and synergy in reservoir management This book is aimed at professionals and graduate students in petroleum and reservoir engineering, oil and gas companies, and environmental engineering. |
| project management kpi dashboard excel: Strategic IT Governance 2.0 Philip Weinzimer, 2022-10-25 Weinzimer provides industry case studies of companies that have implemented multiple components of The Strategic IT Governance 2.0 model. These companies successfully leveraged collaboration between technology and the business to deliver technology projects that provide the best customer value, improve cost efficiencies, and create a governance culture across business areas. In his book, you will learn valuable lessons to implement an innovative governance model for your company.— Ashley Pettit, CIO, and Senior Vice President, Enterprise Technology, State Farm In Strategic IT Governance 2.0, Phil provides a number of exciting case studies of how CIOs are leveraging technology to innovate and create value. They are following Phil's model, building strategic and tactical relationships within the business to drive technology growth strategies, collaborating with partners to improve customer service and increase value with process optimization and best practice metrics. Each of these companies offers a slightly different take on the multiple components of the Strategic IT Governance 2.0 model; however, these organizations' collective and individual success indicates the strength of the components.— Dawn Kirchner-King, Vice President and Chief Information Officer, Armstrong World Industries Today's business environment is more complicated, creating additional challenges for the successful execution of strategic enterprise projects. Unless an organization revisits its governance model, strategic projects are at risk of negatively impacting business success. So, how do companies succeed in overcoming these obstacles to improve project success? Strategic IT Governance 2.0: How CIOs Succeed at Digital Innovation explains how IT executives can take the lead and successfully drive digital transformation initiatives and associated projects. The book presents the Strategic IT Governance 2.0 model that focuses on project alignment, process reinvention, and leadership excellence. It is filled with case studies of the model’s implementation, giving practical insight into how organizations have successfully executed digital transformation. |
| project management kpi dashboard excel: Microsoft Office Excel 2007 for Project Managers Kim Heldman, William Heldman, 2007-04-23 Combine the power of Excel 2007, Microsoft Office SharePoint Server, and sound project management tools to boost your skill set and maximize your productivity. You’ll walk through a project and learn how to use these powerful tools to schedule jobs, create budgets, manage processes, and share project information. Whether new to project management or a veteran, you’ll discover techniques, hints, and examples you can use immediately. |
| project management kpi dashboard excel: Using Excel for Business and Financial Modelling Danielle Stein Fairhurst, 2019-03-25 A hands-on guide to using Excel in the business context First published in 2012, Using Excel for Business and Financial Modelling contains step-by-step instructions of how to solve common business problems using financial models, including downloadable Excel templates, a list of shortcuts and tons of practical tips and techniques you can apply straight away. Whilst there are many hundreds of tools, features and functions in Excel, this book focuses on the topics most relevant to finance professionals. It covers these features in detail from a practical perspective, but also puts them in context by applying them to practical examples in the real world. Learn to create financial models to help make business decisions whilst applying modelling best practice methodology, tools and techniques. • Provides the perfect mix of practice and theory • Helps you become a DIY Excel modelling specialist • Includes updates for Excel 2019/365 and Excel for Mac • May be used as an accompaniment to the author’s online and face-to-face training courses Many people are often overwhelmed by the hundreds of tools in Excel, and this book gives clarity to the ones you need to know in order to perform your job more efficiently. This book also demystifies the technical, design, logic and financial skills you need for business and financial modelling. |
| project management kpi dashboard excel: Excel Charts John Walkenbach, 2002-11-29 * One of the world's best-known Excel experts shows how to master the charting features in Excel 2000 and 2002 to create compelling graphic representations of data * Covers basic and advanced features, focusing on the new charting featuresprovided in version 2002 * Explains how to select charts for different categories of data, modify data in a chart, deal with missing data, format charts, customize shapes, and give charts a professional look |
| project management kpi dashboard excel: Performance Management in Retail and the Consumer Goods Industry Michael Buttkus, Ralf Eberenz, 2019-06-21 This book offers essential insights into various management concepts for retail and consumer packaged goods companies. Addressing a range of topics in the field of performance management, it presents concepts for management control, management reporting, planning & forecasting, as well as digitization-related aspects. The contributing authors share valuable lessons learned from real-world consulting projects and present innovative approaches to successful and effective management control at retail and consumer packaged goods companies. |
| project management kpi dashboard excel: Pro SharePoint 2013 Administration Robert Garrett, 2013-05-20 A guide to SharePoint 2013 provides information on its features and capabilities for administrators, covering such topics as social computing, metadata management, backup administration, and business intelligence. |
| project management kpi dashboard excel: Measure What Matters John Doerr, 2018-04-24 #1 New York Times Bestseller Legendary venture capitalist John Doerr reveals how the goal-setting system of Objectives and Key Results (OKRs) has helped tech giants from Intel to Google achieve explosive growth—and how it can help any organization thrive. In the fall of 1999, John Doerr met with the founders of a start-up whom he'd just given $12.5 million, the biggest investment of his career. Larry Page and Sergey Brin had amazing technology, entrepreneurial energy, and sky-high ambitions, but no real business plan. For Google to change the world (or even to survive), Page and Brin had to learn how to make tough choices on priorities while keeping their team on track. They'd have to know when to pull the plug on losing propositions, to fail fast. And they needed timely, relevant data to track their progress—to measure what mattered. Doerr taught them about a proven approach to operating excellence: Objectives and Key Results. He had first discovered OKRs in the 1970s as an engineer at Intel, where the legendary Andy Grove (the greatest manager of his or any era) drove the best-run company Doerr had ever seen. Later, as a venture capitalist, Doerr shared Grove's brainchild with more than fifty companies. Wherever the process was faithfully practiced, it worked. In this goal-setting system, objectives define what we seek to achieve; key results are how those top-priority goals will be attained with specific, measurable actions within a set time frame. Everyone's goals, from entry level to CEO, are transparent to the entire organization. The benefits are profound. OKRs surface an organization's most important work. They focus effort and foster coordination. They keep employees on track. They link objectives across silos to unify and strengthen the entire company. Along the way, OKRs enhance workplace satisfaction and boost retention. In Measure What Matters, Doerr shares a broad range of first-person, behind-the-scenes case studies, with narrators including Bono and Bill Gates, to demonstrate the focus, agility, and explosive growth that OKRs have spurred at so many great organizations. This book will help a new generation of leaders capture the same magic. |
| project management kpi dashboard excel: The Standard for Organizational Project Management (OPM) , 2018-06-21 PMI's latest foundational standard, The Standard for Organizational Project Management (OPM), expands upon the popular Implementing Organizational Project Management: A Practice Guide, published in 2014. This newly-created standard is a result of survey feedback that revealed acceptance of the approach and increasing interest in an expanded version. OPM is defined as the integration of people, knowledge, and processes, supported by tools across all functional domains of the organization. The approach further advances an organization's performance by developing and linking portfolio, program, and project management principles and practices with organizational enablers (e.g., structural, cultural, technological, and human resource practices) and business processes to support strategic objectives. OPM helps organizations deliver value through the following principles: Aligning strategy Consistent execution and delivery Cross-functional collaboration Adding value to the organization Continuous training Although useful for any organization that is seeking to better meet its strategic objectives, this standard is particularly beneficial for organizations that do not have a unified project management approach. |
| project management kpi dashboard excel: Microsoft SharePoint Server 2007 Bible Wynne Leon, Wayne Tynes, Simeon Cathey, 2007-06-12 Provides information on using Microsoft SharePoint to create Office-compatible Web sites, intranets and portals, and manage business records. |
| project management kpi dashboard excel: Information Dashboard Design Stephen Few, 2006 Dashboards have become popular in recent years as uniquely powerful tools for communicating important information at a glance. Although dashboards are potentially powerful, this potential is rarely realized. The greatest display technology in the world won't solve this if you fail to use effective visual design. And if a dashboard fails to tell you precisely what you need to know in an instant, you'll never use it, even if it's filled with cute gauges, meters, and traffic lights. Don't let your investment in dashboard technology go to waste. This book will teach you the visual design skills you need to create dashboards that communicate clearly, rapidly, and compellingly. Information Dashboard Design will explain how to: Avoid the thirteen mistakes common to dashboard design Provide viewers with the information they need quickly and clearly Apply what we now know about visual perception to the visual presentation of information Minimize distractions, cliches, and unnecessary embellishments that create confusion Organize business information to support meaning and usability Create an aesthetically pleasing viewing experience Maintain consistency of design to provide accurate interpretation Optimize the power of dashboard technology by pairing it with visual effectiveness Stephen Few has over 20 years of experience as an IT innovator, consultant, and educator. As Principal of the consultancy Perceptual Edge, Stephen focuses on data visualization for analyzing and communicating quantitative business information. He provides consulting and training services, speaks frequently at conferences, and teaches in the MBA program at the University ofCalifornia in Berkeley. He is also the author of Show Me the Numbers: Designing Tables and Graphs to Enlighten. Visit his website at www.perceptualedge.com. |
| project management kpi dashboard excel: 101 Best Excel Tips & Tricks Bryan Hong, John Michaloudis, 2021-03-19 Learn the Best Excel Tips & Tricks Ever: FORMULAS, MACROS, PIVOT TABLES, FORMATTING, DATA, MICROSOFT OFFICE 365 plus Many More! With this book, you'll learn to apply the must know Excel features and tricks to make your data analysis & reporting easier and will save time in the process. With this book you get the following: ✔ 101 Best Excel Tips & Tricks To Advance Your Excel Skills & Save You Hours ✔ New Excel Tips & Tricks for Microsoft Office 365 ✔ Easy to Read Step by Step Guide with Screenshots ✔ Downloadable Practice Excel Workbooks for each Tip & Trick ✔ You also get a FREE BONUS downloadable PDF version of this book! This book is a MUST-HAVE for Beginner to Intermediate Excel users who want to learn Microsoft Excel FAST & stand out from the crowd! |
| project management kpi dashboard excel: The 4 Disciplines of Execution Chris McChesney, Sean Covey, Jim Huling, 2016-04-12 BUSINESS STRATEGY. The 4 Disciplines of Execution offers the what but also how effective execution is achieved. They share numerous examples of companies that have done just that, not once, but over and over again. This is a book that every leader should read! (Clayton Christensen, Professor, Harvard Business School, and author of The Innovator s Dilemma). Do you remember the last major initiative you watched die in your organization? Did it go down with a loud crash? Or was it slowly and quietly suffocated by other competing priorities? By the time it finally disappeared, it s likely no one even noticed. What happened? The whirlwind of urgent activity required to keep things running day-to-day devoured all the time and energy you needed to invest in executing your strategy for tomorrow. The 4 Disciplines of Execution can change all that forever. |
| project management kpi dashboard excel: Strategic Business Management Gary Cokins, 2017-05-15 Presenting core theories alongside practical applications, this publication will help students understand how to effectively move an organization toward strategic goals. Author Gary Cokins uses his deep knowledge of the subject matter to deliver an easy-to-follow road map to effective and strategic management through: Establishing the integral links between planning and performance Demonstrating how risk management and performance assessment impact planning Applying business analytics and Big Data in the finance and accounting functions as well as marketing, sales, operations and other functions Evaluating the effectiveness of a strategy map and the balanced scorecard as a management tool Tying budgeting to strategy and measuring the effectiveness of both via ongoing performance Written in a plain, straight-forward fashion that will allow students to draw immediate value from its content, this book pulls together several topics in an elegant yet sophisticated approach. It uses detailed graphics and diagrams to provide students with a clear understanding of the dynamic intersection between key management and organization leadership topics that management accountants need to master in order to fill a strategic leadership role within their organizations. |
| project management kpi dashboard excel: Working Backwards Colin Bryar, Bill Carr, 2021-02-09 Working Backwards is an insider's breakdown of Amazon's approach to culture, leadership, and best practices from two long-time Amazon executives—with lessons and techniques you can apply to your own company, and career, right now. In Working Backwards, two long-serving Amazon executives reveal the principles and practices that have driven the success of one of the most extraordinary companies the world has ever known. With twenty-seven years of Amazon experience between them—much of it during the period of unmatched innovation that created products and services including Kindle, Amazon Prime, Amazon Studios, and Amazon Web Services—Bryar and Carr offer unprecedented access to the Amazon way as it was developed and proven to be repeatable, scalable, and adaptable. With keen analysis and practical steps for applying it at your own company—no matter the size—the authors illuminate how Amazon’s fourteen leadership principles inform decision-making at all levels of the company. With a focus on customer obsession, long-term thinking, eagerness to invent, and operational excellence, Amazon’s ground-level practices ensure these characteristics are translated into action and flow through all aspects of the business. Working Backwards is both a practical guidebook and the story of how the company grew to become so successful. It is filled with the authors’ in-the-room recollections of what “Being Amazonian” is like and how their time at the company affected their personal and professional lives. They demonstrate that success on Amazon’s scale is not achieved by the genius of any single leader, but rather through commitment to and execution of a set of well-defined, rigorously-executed principles and practices—shared here for the very first time. Whatever your talent, career or organization might be, find out how you can put Working Backwards to work for you. |
| project management kpi dashboard excel: The Practice of Enterprise Modeling Estefanía Serral, Janis Stirna, Jolita Ralyté, Jānis Grabis, 2021-11-10 This book constitutes the proceedings papers of the 14th IFIP Working Conference on the Practice of Enterprise Modeling, held in Riga, Latvia, during November 24-26, 2021. PoEM offers a forum for sharing experiences and knowledge between the academic community and practitioners from industry and the public sector. This year the theme of the conference is the use of enterprise modeling and enterprise architecture towards ensuring sustainability and resilience of enterprises and societies. The 14 full and 6 short papers presented in this volume were carefully reviewed and selected from a total of 47 submissions. They were organized in topical sections named: enterprise modeling and enterprise architecture; enterprise modeling methods and method engineering; business process modeling and management; requirements engineering for privacy, security and governance; and case studies and experiences. |
| project management kpi dashboard excel: The New One-Page Project Manager Clark A. Campbell, Mick Campbell, 2012-11-30 How to manage any project on just one piece of paper The New One-Page Project Manager demonstrates how to efficiently and effectively communicate essential elements of a project's status. The hands of a pocket watch reveal the time of day without following every spring, cog, and movement behind the face. Similarly, an OPPM template reduces any project—no matter how large or complicated—to a simple one-page document, perfect for communicating to upper management and other project stakeholders. Now in its Second Edition, this practical guide, currently saving time and effort in thousands of organizations worldwide, has itself been simplified, then refined and extended to include the innovative AgileOPPMTM. This Second Edition will include new material and updates including an introduction of the ground-breaking AgileOPPMTM and an overview of MyOPPMTM template builder, available on-line Includes references throughout the book to the affiliated sections in the Project Management Body of Knowledge (PMBOK®) Shows templates for the Project Management Office (PMO) This new and updated Second Edition will help you master the one-page approach to both traditional project management and Agile project management. (PMBOK is a registered marks of the Project Management Institute, Inc.) |
| project management kpi dashboard excel: Introducing Microsoft Power BI Alberto Ferrari, Marco Russo, 2016-07-07 This is the eBook of the printed book and may not include any media, website access codes, or print supplements that may come packaged with the bound book. Introducing Microsoft Power BI enables you to evaluate when and how to use Power BI. Get inspired to improve business processes in your company by leveraging the available analytical and collaborative features of this environment. Be sure to watch for the publication of Alberto Ferrari and Marco Russo's upcoming retail book, Analyzing Data with Power BI and Power Pivot for Excel (ISBN 9781509302765). Go to the book's page at the Microsoft Press Store here for more details:http://aka.ms/analyzingdata/details. Learn more about Power BI at https://powerbi.microsoft.com/. |
| project management kpi dashboard excel: Governance of Portfolios, Programs, and Projects Project Management Institute, 2016-01-01 Understanding governance as it applies to portfolios, programs, and projects is growing in importance to organizations, because appropriate governance is a factor in the success or failure of strategic initiatives and portfolios, as well as an organization's programs and projects. Implementing an effective governance framework can be challenging due to factors such as increasing business complexities, regulatory requirements, globalization, and rapid changes in technology and business environments. Many organizations do not have a consistent approach to portfolio, program, and project governance. PMI's Governance of Portfolios, Programs, and Projects: A Practice Guide, developed by leading experts in the field, provides guidance to organizations and practitioners on how to implement or enhance governance on portfolios, programs, and projects. This practice guide provides definitions for governance in an effort to distinguish the different levels of governance and to identify their common elements. |
| project management kpi dashboard excel: A Project Manager's Book of Forms Cynthia Snyder Dionisio, 2017-11-21 Essential project management forms aligned to the PMBOK® Guide—Sixth Edition A Project Manager's Book of Forms is an essential companion to the Project Management Institute's A Guide to the Project Management Body of Knowledge. Packed with ready-made forms for managing every stage in any project, this book offers both new and experienced project managers an invaluable resource for thorough documentation and repeatable processes. Endorsed by PMI and aligned with the PMBOK® Guide, these forms cover all aspects of initiating, planning, executing, monitoring and controlling, and closing; each form can be used as-is directly from the book, or downloaded from the companion website and tailored to your project's unique needs. This new third edition has been updated to align with the newest PMBOK® Guide, and includes forms for agile, the PMI Talent Triangle, technical project management, leadership, strategic and business management, and more. The PMBOK® Guide is the primary reference for project management, and the final authority on best practices—but implementation can quickly become complex for new managers on large projects, or even experienced managers juggling multiple projects with multiple demands. This book helps you stay organized and on-track, helping you ensure thorough documentation throughout the project life cycle. Adopt PMI-endorsed forms for documenting every process group Customize each form to suit each project's specific needs Organize project data and implement a repeatable management process Streamline PMBOK® Guide implementation at any level of project management experience Instead of wasting time interpreting and translating the PMBOK® Guide to real-world application, allow PMI to do the work for you: A Project Manager's Book of Forms provides the PMBOK®-aligned forms you need to quickly and easily implement project management concepts and practices. |
| project management kpi dashboard excel: Total Construction Management John S. Oakland, Marton Marosszeky, 2017-02-17 A convergence of lean management and quality management thinking has taken place in organizations across many industries, including construction. Practices in procurement, design management and construction management are all evolving constantly and understanding these changes and how to react is essential to successful management. This book provides valuable insights for owners, designers and constructors in the construction sector. Starting by introducing the language of total quality, lean and operational excellence, this book takes the reader right up to the latest industry practice in this sector, and demonstrates the best way to manage change. Written by two of the world's leading experts, Total Construction Management: Lean quality in construction project delivery offers a clearly structured introduction to the most important management concepts and practices used in the global construction industry today. This authoritative book covers issues such as procurement, BIM, all forms of waste, construction safety, and design and construction management, all explained with international case studies. It is a perfect guide for managers in all parts of the industry, and ideal for those preparing to enter the industry. |
| project management kpi dashboard excel: Design, Applications, and Maintenance of Cyber-Physical Systems Rea, Pierluigi, Ottaviano, Erika, Machado, José, Antosz, Katarzyna, 2021-06-25 Cyber-physical systems (CPS) can be defined as systems in which physical objects are represented in the digital world and integrated with computation, storage, and communication capabilities and are connected to each other in a network. The goal in the use of the CPS is integrating the dynamics of the physical processes with those of the software and networking, providing abstractions and modelling, design, and analysis techniques for the integrated whole. The notion of CPS is linked to concepts of robotics and sensor networks with intelligent systems proper of computational intelligence leading the pathway. Recent advances in science and engineering improve the link between computational and physical elements by means of intelligent systems, increasing the adaptability, autonomy, efficiency, functionality, reliability, safety, and usability of cyber-physical systems. The potential of cyber-physical systems will spread to several directions, including but not limited to intervention, precision manufacturing, operations in dangerous or inaccessible environments, coordination, efficiency, Maintenance 4.0, and augmentation of human capabilities. Design, Applications, and Maintenance of Cyber-Physical Systems gives insights about CPS as tools for integrating the dynamics of the physical processes with those of software and networking, providing abstractions and modelling, design, and analysis techniques for their smart manufacturing interoperation. The book will have an impact upon the research on robotics, mechatronics, integrated intelligent multibody systems, Industry 4.0, production systems management and maintenance, decision support systems, and Maintenance 4.0. The chapters discuss not only the technologies involved in CPS but also insights into how they are used in various industries. This book is ideal for engineers, practitioners, researchers, academicians, and students who are interested in a deeper understanding of cyber-physical systems (CPS), their design, application, and maintenance, with a special focus on modern technologies in Industry 4.0 and Maintenance 4.0. |
| project management kpi dashboard excel: Designing Dashboards with SAP Analytics Cloud Erik Bertram, James Charlton, Nina Hollender, Melanie Holzapfel, Nico Licht, Carmen Paduraru, 2021-07-28 SAP Analytics Cloud is overflowing with visualization options. Charts, tables, drilldowns, geomaps--if you can dream it, you can design and build it. Learn how to create a dashboard for any use case, from acquired data dashboards and responsive mobile dashboards to HR dashboards using SAP SuccessFactors data. Follow step-by-step instructions to structure your data, choose the relevant features, and then implement them. Contains custom-designed dashboards for each chapter! Highlights include: 1) Dashboard design 2) Live data connections 3) Acquired data dashboards 4) Planning dashboards 5) Responsive mobile dashboards 6) SAP SuccessFactors dashboards 7) Qualtrics dashboards 8) R visualizations 9) Analytics designer 10) SAP Digital Boardroom |
