"The strongest memory is weaker than the palest ink." (Chinese Proverb) MIST 7810: Advanced Business Software Applications (Excel) JE Aronson Syllabus Table of Contents (Do not use these Links in WebCT. They are only valid from www.terry.uga.edu/~jaronson/mist7810/) (These are the initial files. All material updates are only available in WebCT for students enrolled in this course.) Initial Weekly Course Schedule Weekly course schedule Instructor Contact Information Some ways to contact me and a bio sketch Class Times, Locations Class times, location(s), and my office hours and Office Hours The Student Online Textbook Web site link, from which Companion you can get to the Student Downloads: Textbook Web Site Student Data Files (www.course.com/NewPerspectives/) Internet Assignments Click on Student Downloads Lab Assignments at the bottom right of the page. PowerPoint Presentations, and Then, search on the Book's Links to the Microsoft Office Specialist Certification ISBN Number as Grids 1-4239-0585-1 Learning Objectives and General course overview and Course Description what you should get out of the course Grading Grading Method Text(s) Texts Course (Excel) Readings and Course (Excel) Readings and Tutorials Tutorials Course Policies Course (and procedural) policies Course FAQs Course Frequently Asked Questions Suggested Exercises Suggested Exercises (not Homework Assignments) These should be treated as homework assignments. You should do these after you complete the Chapter (Tutorial). Part A is relatively easy; Part B is not. Doing these will impact your learning in a positive way! Test Taking Strategies Some ideas to enhance exam performance. Forms: Forms (Personal Information, Midcourse Surveys) Personal Information Form Midcourse Survey Form Midcourse Survey Form2 Day 1 Activities Day 1 Activities Most Course Materials (Data Files, Solutions, etc.) are Some Initial Course Material: ONLY available on Blackboard. True Colors Description True Colors Description and Form and Form True Colors is a useful, and easy to use personality temperament-type profiler. It can help you in forming groups to understand how to relate to others in the group and how each member works. It also will help you understand your own 'motivators' and your best ways of relating to others. True Colors Form Only True Colors Form Only True Colors PPT True Colors PPT Presentation Presentation My summary of the important material in Roger Birkman's Book. Note: All filenames are case sensitive. Course Materials are only available in WebCT in the Course Materials Section. Updates to these files are only in WebCT and only available to students registered in the course. MIST 7810: Advanced Business Applications Software (Excel) JE Aronson Course Schedule (Updated only on WebCT) <<IMAGE>> At the Summit of Montserrate, Bogotá, Colombia, June 2007 This Course Schedule is tentative. Topics, assignments (details in the assignment document), and due dates are subject to change. This schedule is a general plan for the course, not a contract. Unexpected (and even expected) changes may occur. This is a 1.5 credit hour course that meets twice per week for about 7 weeks. Holidays and Breaks appear just after the preceding class day. Day Date Date Fall 2008 Spring 2000 Sanf 109 Sanf 109 Topic and Text Sections 1 T 8/19 R 1/8 Introductions Course Overview In Class Day 1 Activities [Read the Syllabus, Policies, etc.] 2 R 8/21 T 1/13 1.1 (means Section 1.1 of the text (POAC)) First steps in Excel 1.2 Ranges, Editing, and Spell Checking Basic Problem Solving in Excel. We will cover the basic Excel material through examples. On your own: 2.2 Formatting the (whole) worksheet: Styles AutoFormat Formatting Printed Output 3 T 8/26 R 1/15 Conditional Formats (Chapter 7) 3.1 Basics of Formulas and Functions Multiple ways of solving a problem using some functions in different ways. IF(), AVERAGE, VARIANCE, STDEV(), MAX(), MIN(), SUM(), SUMIF(), COUNT(), COUNTIF(), LOOKUP() and data manipulation. 4 R 8/28 T 1/20 More on VLOOKUP() and previous formulas and functions. Logical Functions (See Gips) including the IS...() functions to determine the state of cells and cell values. 5 T 9/2 R 1/22 Date and Time Formulas and Functions (See Gips) 3.2 Financial Formulas and Functions Introduction to What If Analysis and Goal_Seek (Chapter 10) 6 R 9/4 T 1/27 Financial Formulas and Functions 2 Regression Analysis (linear, multilinear, and nonlinear) Simple Charts and Catch Up 7 T 9/9 R 1/29 Regression Analysis 4.1 Basic Charts and Graphics 4.2 Additional Charting Techniques Forecasting directly in Charts Practice Exam 1 8 R 9/11 T 2/3 Exam 1 (Basics, Formatting, Functions, Regression) 9 T 9/16 R 2/5 (Data) Tables (Lists) 5.1, 5.2 Tables (Lists), More Tables 5.3 Pivot Tables and Pivot Charts (Introduction) 10 R 9/18 T 2/10 5.3 Pivot Tables and Pivot Charts 2 7 Using Advanced Functions, Conditional Formatting and Filtering Exam 1 discussion 11 T 9/23 R 2/12 10.1, 10.2 Optimization with trial-and-error and Goal Seek, and Solver in the Analysis Tool Pack 12 R 9/25 T 2/27 Optimization 2: Solver If time, start 11 Connecting to External Data 13 T 9/30 R 2/29 Catch Up 14 R 10/2 T 2/24 11 Connecting to External Data Review 15 T 10/7 R 2/26 Exam 2 (Comprehensive, but the focus is on Charts, Final Week Final Week Nothing Scheduled There is not enought time in the course to cover even a rudimentary development of VBA (Visual Basic for Applications; i.e., macros). The text's Chapter 12: "Expanding Excel with Visual Basic for Applications," is an excellent introduction to programming and VBA. If you ever need to develop a program within Excel, this chapter is a complete programming class, using VBA as the implementation vehicle. M T W R F S = Monday, Tuesday, Wednesday, Thursday, Friday, Saturday MIST 7810: Advanced Business Applications Software (Excel) JE Aronson Instructor Contact Information <<IMAGE>> On a Wire Cable Bridge over Rio San Luis, at UGA's Ecolodge in the Cloud Forest in San Luis, Costa Rica, Summer 2006 Contact Information: Dr. Jay E. Aronson, Professor of Management Information Systems Department of Management Information Systems Terry College of Business The University of Georgia 307 Brooks Hall Athens, GA 30602-6273 U.S.A. Email: [email protected] Phone: + 706.542.0991 Fax: + 706.583.0037 URL: www.terry.uga.edu/people/jaronson/ URL2: www.jayaronson.com Email Notes (Important): When you email me, always start the subject with "MIST7810: " and include a meaningful subject and put your name in the message (ideally as a signature). I might not respond to email without that information. (I teach other classes and need names and context beyond "Hey about what you said in class yesterday." Thanks for doing this.) Office: Brooks Hall 307 (the third floor at the south end of the building facing Sanford Hall). My office is along the way to the Department of Management Information Systems Office. My mailbox is located in the Department of Management Information Systems Office, located down the corridor directly across from my office, then to the left. Mailboxes are inside the second office on the right. MIS Department Phone: +706.542.3336 MIS Department Email: [email protected] Brief Bio: Jay E. Aronson (B.S., M.S., M.S., Ph.D., Carnegie Mellon University, Pittsburgh, PA, U.S.A.) is a professor of Management Information Systems in the Terry College of Business at The University of Georgia. Prior to this he was on the faculty at Southern Methodist University (Dallas, TX, U.S.A). At UGA, he teaches a variety of courses that include MIST 2090 (Introduction to Management Information Systems), MIST 4600 (Introduction to Computer Programming in Business), MIST 5620 (Building Effective Business Intelligence Systems), MIST 5630 (Building Effective Intelligent Systems), and graduate courses such as MIST 7810 (Advanced Software Development) specifically for MACC students, Business Intelligence, Knowledge Management, and Revenue Management. He regularly teaches in the undergraduate American Business Studies Program at the Institut d'Administration des Enterprises at Université Jean Moulin Lyon 3 (Lyon, France). He has taught in the M.B.A and Executive M.B.A. Program at the Rotterdam School of Management at Erasmus University [Universiteit] (Rotterdam, The Netherlands). He taught Revenue Management in the 2007 International Summer School at the Universidad de los Andes School of Management (UASM) in Bogotá, Colombia. Dr. Aronson is the author of over 50-refereed papers that have appeared in leading journals including Management Science, Information Systems Research, MIS Quarterly, and Decision Sciences. He is the author of four books (including Business Intelligence, Decision Support Systems and Intelligent Systems, also translated into Chinese and Indonesian), and contributes to several professional encyclopedias. He is frequently invited to present his research at national and international conferences. He is also a consultant to major international corporations and organizations that include Xerox Corporation, Procter & Gamble, IMERYS, The United Nations, The Asian Development Bank, and others. Dr. Aronson’s current areas of research include knowledge management (including storytelling as a means to capture and distribute tacit [experiential] knowledge), revenue management, collaborative computing, network optimization, and parallel computing. Jay lives in Athens, Georgia, is married to Sharon Aronson; they have three children: Marla, Michael and Stephanie. By August 2008, Marla had earned her B.S. in Management from Georgia Tech and is an accountant at Oxford Industries in Atlanta; Michael had completed his third year in Chemical Engineering at Georgia Tech and continues to coop at Halocarbon Corp.; and Stephanie started college at UGA. From June 2003 through January 2004, Jay dropped 80 pounds (36.4 kg.) in weight.