COURSE SYLLABUS ITSW Course Title: Advanced Spreadsheets Meeting Time Fall 2012 Internet Online Weekly Guideline Instructor: Wayne Snelling

Transcription

1 COURSE SYLLABUS ITSW Course Title: Advanced Spreadsheets Meeting Time Fall 2012 Internet Online Weekly Guideline Instructor: Wayne Snelling Office: PC 101M Phone: SPC extension 4692 or Office Hours: MW 9:-10:00am; M W 1:00-2:00pm; TR 2:30-5:00pm, or Friday by appointment only. wsnelling@southplainscollege.edu COURSE DESCRIPTION: This course contains advanced techniques for developing and modifying spreadsheets, and includes macros and data analysis functions. COURSE OBJECTIVES: In completing this course, the student will: Apply Advanced techniques of Spreadsheet Creation, Editing, and Formatting Define and apply advanced business spreadsheet terminology. Create Macros to control the Worksheet(s) TEXTBOOK: Microsoft Excel 2010, 2011 Course Technology, Cengage Learning, ISBN ASSIGNMENT POLICY: Students are expected to COMPLETE each WEEKLY ASSIGNMENT in a timely manner, as assigned. Each Assignment will have a final completion date at which time, if the assignment is not completed and submitted a grade of 0 (zero) will be given for that assignment EXAMINATION AND GRADING POLICY: There will be two exams plus the final exam as listed in the attached schedule. Grading will be as follows: GRADE STANDARDS Major Exams (2) 50% Final Exam 10% Daily Grades/ Online Exercises 30% Projects Week 15 10% Total 100% = A 80-89= B 70-79= C 60-69= D BELOW 60= F COURSE OUTLINE, Advanced Spreadsheets After completing the content in each chapter the student will be able to: Apply the concepts learned to a business model. WEEK 1 Introduction and Getting Started with Excel Tutorial 1 Tutorial 1: Creating an Order Report pages EX 1 EX 55 Planning, Entering text, numbers, dates Working with Columns and Rows Working with Cells and Ranges Moving, Copying Ranges Formulas and Functions

2 Previewing and Printing Worksheets WEEK 2 Tutorial 2 Tutorial 2: Designing a Financial Report EX Formatting Cells, Ranges, and Selected Ranges Working with Color and Backgrounds Applying Cell Styles Working with Themes Creating simple Formulas to Add-Subtract-Calculate values Adding Page Headers Working with Page Layout and Margins WEEK 3 Tutorial 3 Tutorial 3: Developing a Family Budget EX Understand Cell References Using AutoFil to enter Data Learning the AutoFil Option Buttons Learning Logical Functions, the IF function Working with Data Functions Working with Financial Functions, the PMT payment Function WEEK 4 Tutorial 4 Tutorial 4: Enhancing a Workbook with Charts and Graphs EX Charting Financial Data Choosing Data, Chart Style, Layout Formatting the Chart Title, Legend, Data Labels Creating a Pie Chart Creating a Column Chart, Line Chart Changing Label Units Overlaying Chart Legend Adding Gridlines, Axis Title(s) Editing and Revising Chart Data Value Creating Combination Charts, 3-D Charts Creating Sparklines, Data Bars and formatting them WEEK 5 Examination #1 (One) Complete the Examination on the Date Given and submit immediately WEEK 6 Tutorial 5 Tutorial 5: Working with Excel Tables, Pivot Tables, and Pivot Charts EX Tracking Museum Art Objects Planning the Structured Range of Data for Tables Freezing Rows/Columns Crreating an Excel Table Renaming, Formatting and Excel table Adding/Deleting Records in an Excel Table Sorting Data

3 Filtering Data Using the Total Row and Inserting Subtotals Analyzing Data with Pivot Tables Creating a Pivot Table Adding fields to a Pivot Table Formatting Pivot Tables Values Filtering, Collapsing, Sorting Pivot Tables Using Slicer, Refreshing Grouping Items and Fields in Pivot Tables Creating the Pivot Table PivotChart WEEK 7 Tutorial 6 Tutorial 6: Managing Multiple Worksheets and Workbooks EX Summarizing Ticket Sales Entering Formulas into grouped Worksheets Ungrouping Worksheets Referencing Cells/Ranges in Multiple Worksheets Printing a Worksheet Group Linking, Navigating, Arranging Multiple Workbooks Creating External Formulas and References Updating Multiple Workbooks Creating, Editing a Hyperlink Creating Templates This is a Fun Exercise Using Web App and SkyDrive WEEK 8 Tutorial 7 Tutorial 7: Using Advanced Functions and Conditional Formatting EX Calculating Employee Benefirs Working with Logical Functions -- IF, AND, OR Creating Nested IF functions Using Lookup Functions VLOOKUP and HLOOKUP to Find/Match Data Using the IFERROR Function Conditional Formatting Highlighting and Using Conditional Formatting Rules Manager Summarizing Data Conditionally Using COUNTIF, SUMIF, AVERAGEIF Functions

4 WEEK 9 Tutorial 8 Tutorial 8: Developing an Excel Application EX Creating an Invoice Planning, Developing a Layout, Naming Cells and Ranges Creating Defined Names Using Names Paste Command Adding Defined Names to Formulas Validating Data Entry Specifying Validation Criteria Creating an Input and Error Alert Message Protecting a Worksheet and a Workbook Locking/Unlocking Cells Unprotecting Worksheets and Workbooks Automating Task with Macros Protecting Against Macro Virses Recording/Running a Macro Working with the Visual Basic Editor to Fix Macro Errors Creatring Macro Buttons Saving/Opening Workbook with Macros Customizing the Ribbon WEEK 10 Examination #2 (Two) Complete the Examination on the Date Given and submit immediately WEEK 11 Tutorial 9 Tutorial 9: Working with Financial Tools and Functions EX Developing a Financial Analysis Evaluating Investment Options Calculating a Periodic Payment using PMT Function Calculating a Future Value FV Function Calculating an Investment length with NPER Function Calculating an Interest Rate using RATE Function Working with Loans and Investments Creating an Amortization Schedule Calculating Cumulative Interest and Principal Payments Projecting Future Income and Expenses Exploring Linear growth Interpolating and Extrapolating a Series of Values Calculating Depreciating of Asstes Completing the Income Statement Calculating the Payback Period of an Investment Calculating the Net Present Value NPV Function Calculating the Internal Rate of Return IRR Function, XPV and XIRR Functions Auditing Workbook and Tracing Errors, Evaluating Formulas

5 WEEK 12 Tutorial 10 Tutorial 10: Performing What-If Analysis EX Analyzing the Cost-Volume-Profit Relationship Understanding Cost-Volume-Profit Relationships Determine Break-Even point by Comparing Expenses and Revenues Using Goal Seek Creatring One and Two Variable Data Tables Creating Charts from Variable Data Tables Using Scenario Manager Creating a Scenario Summary Report Creating a Scenario Pivot Table Understanding Price Elasticity of Demand Finding Optimal Solutions Usoing Solver WEEKS 13- Tutorial 11 Tutorial 11: Connecting to External Data EX Retrieving Financial Information from Different Data Sources Exploring External Data Sources Importing External Data Starting the Text Import Wizard Exploring Data Connections and Data Ranges Introduction to Databases their Tables, Fields, Records, and Queries Using Microsoft Query Im[porting Data into PivotTables and PivotCharts Creating a Web Query Saving a Web Query Importing Data from the Web, and Retrieving Multiple Stock Quotes Importing data from XML Building XML Elements into a Worksheet Understanding Real-Time Data Acquisition WEEK 14 Tutorial 12 Tutorial 12 Enhancing Excel with Visual Basic for Applications EX Creating a Climate Report Application Developing an Excel Application Recording a Macro and Testing Macros Working with the Visual Basic Editor Working with Sub Procedures routines Creating a Sub procedure using Copy/Cut/Paste Running a Sub procedure Part 2:Introducing Visual Basic for Applications Objects are Associated with Methods Writing an Object Property Statement Working with/creating Variables Part 3 Working with Conditional Statements. Using If, Then Else WEEK 15 Project: Completion of One Additional Case Study at the end of the textbook

6 Complete Your Choice of one additional case study in the ADD section at the back of the textbook. NOTE Choose and Send me a message informing me which ADD Case you will complete. ADD 1 Creating a Grading Workbook - page ADD 1-3 ADD 2 Calculating the Optimal Price page ADD 4-5 ADD 3 Creating an Interactive Order Form page ADD 6 8 ADD 4 Analyzing Housing Prices page ADD 9-10 WEEK 16 FINAL EXAM: SCANS COMPETENCIES COVERED IN THIS COURSE: C1 - C17; F1, F2, F4,F9, F10, F11, F12, F13 - F14, F17. SCANS COMPETENCIES C-1 TIME-Selects goal relevant activities, ranks them, allocates time, and prepares and follows schedules. C-2 MONEY-Uses or prepares budgets, makes forecasts, keeps records, and makes adjustments to meet objectives. C-3 MATERIALS & FACILITIES-Acquires, stores, allocates, and uses materials or space efficiently. C-4 HUMAN RESOURCES-Assesses skills and distributes work accordingly, evaluates performances and provides feedback. INFORMATION-Acquires and Uses Information C-5 Acquires and evaluates information C-6 Organizes and maintains information. C-7 Interprets and communicates information. C-8 Uses computers to Process information. INTERPERSONAL-Works With Others C-9 Participates as members of a team and contributes to group effort. C-10 Teaches others new skills. C-11 Serves clients/customers-works to satisfy customer s expectations. C-12 Exercises leadership-communicates ideas to justify position, persuades and convinces others, responsibly challenges existing procedures and policies. C-13 Negotiates-Works toward agreements involving exchanges of resources resolves divergent interest. C-14 Works with Diversity-Works well with men and women from diverse backgrounds. SYSTEMS-Understands Complex Interrelationships C-15 Understands Systems-Knows how social, organizational, and technological systems work and operates effectively with them. C-16 Monitors and Correct Performance-Distinguishes trends, predicts impacts on system operations, diagnoses systems performance and corrects malfunctions. C-17 improves or Designs Systems-Suggest modifications to existing systems and develops new or alternative systems to improve performance. TECHNOLOGY-Works with a variety of technologies C-18 Selects Technology-Chooses procedures, tools, or equipment including computers and related technologies. C-19 Applies Technology to Task-Understands overall intent and proper procedures for setup and operation of equipment. C-20 Maintains and Troubleshoots Equipment-prevents, identifies, or solves problems with equipment, including computers and other technologies.

7 FOUNDATION SKILLS BASIC SKILLS-Reads, writes, performs arithmetic and mathematical operations, listens and speaks F-1 Reading-locates, understands, and interprets written information in prose and in documents such as manuals, graphs, and schedules. F-2 Writing-Communicates thoughts, ideas, information and messages in writing, and creates documents such as letters, directions, manuals, reports, graphs, and flow charts. F-3 Arithmetic-Performs basic computations, uses basic numerical concepts such as whole numbers, etc. F-4 Mathematics-Approaches practical problems by choosing appropriately from a variety of mathematical techniques. F-5 Listening-Receives, attends to, interprets, and responds to verbal messages and other cues. F-6 Speaking-Organizes ideas and communicates orally. THINKING SKILLS-Thinks creatively, makes decisions, solves problems, visualizes, and knows how to learn and reason F-7 Creative Thinking-Generates new ideas. F-8 Decision-Making-specifies goals and constraints, generates alternatives, considers risks, and evaluates and chooses best alternative. F-9 Problem Solving-Recognizes problems and devises and implements plan of action. F-10 Seeing Things in the Mind s Eye-Organizes and processes symbols, pictures, graphs, objects, and other information. F-11 Knowing How to Learn-Uses efficient learning techniques to acquire and apply new knowledge and skills. F-12 Reasoning-Discovers a rule or principle underlying the relationship between two or more objects and applies it when solving a problem. PERSONAL QUALITIES-Displays responsibility, self-esteem, sociability, self-management, integrity and honesty F-13 Responsibility-Exerts a high level of effort and preservers toward goal attainment. F-14 Self-Esteem-Believes in own self-worth and maintains a positive view of self. F-15 Sociability-Demonstrates understanding, friendliness, adaptability, empathy, and politeness in group settings. F-16 Self-Management-Assesses self accurately, sets personal goals, monitors progress, and exhibits self-control. F-17 Integrity/Honesty-Chooses ethical courses of action. CAMPUS GUIDELINES CHILDREN ON CAMPUS Many of the students attending classes at South Plains College are also parents who value the opportunity to participate in higher education. Sometimes students are faced with the decision of whether to remain at home with their children, bring children with them to class, or be absent from class. The following guidelines address concerns for the safety of children on campus and provide for an environment conducive to learning: 1. Students are not allowed to bring children to class and will be asked to leave in the interest of providing an environment conducive for all students enrolled in the class. Students are responsible for adherence to the attendance requirements set forth by the instructor in the course syllabus. 2. Children may not be left unattended. In order to provide for the safety of children on campus, parents or other guardians are responsible for supervising children while utilizing services or conducting business on campus. 3. Disruptive children will not be allowed to interfere with college business. Parents or other guardians are responsible for supervising and controlling the behavior of children they have brought on campus. AMERICANS WITH DISABILITIES ACT STATEMENT Students with disabilities, including but not limited to physical, psychiatric or learning disabilities, who wish to request accommodations in this class should notify the Special Services Office early in the semester so that the appropriate arrangements may be made. In accordance with federal law, a student requesting accommodations must provide acceptable documentation of his/her disability to the Coordinator of Special Services. For more information, call or visit the Special Services Office in rooms 809 and 811, Reese Center Building 8, ext

8 DIVERSITY STATEMENT* In this class, the teacher will establish and support an environment that values and nurtures individual and group differences and encourages engagement and interaction. Understanding and respecting multiple experiences and perspectives will serve to challenge and stimulate all of us to learn about others, about the larger world, and about ourselves. By promoting diversity and intellectual exchange, we will not only mirror society as it is, but also model society as it should and can be. (*Developed by the Title III summer 2001 participants as part of the training opportunity, May-June 2001, South Plains College). GENERAL SAFETY ON CAMPUS South Plains College recognizes the importance of safety on campus. The protection of persons and property is a responsibility which we all share. Personal safety begins with the individual. The following guidelines are intended to assist you in protecting yourself and to encourage practices that contribute to a safe environment for our campus community. e Never leave your personal property unsecured or unattended. e Look around and be aware of your surroundings when you enter and exit a building. e Whenever possible, avoid walking alone, particularly after dark. Walk to your vehicle with other class members or request that the Security Guard walk you to your car. e When approaching your vehicle, keep your keys in your hand; look under your car and in the back seat and floorboard. Lock the doors as soon as you are inside your car. FOOD AND DRINK IN CLASSROOMS It is the policy of South Plains College not to permit food or drink in the classrooms or laboratories. In case of emergency, contact the following numbers but DO NOT leave a voice mail message: , ext Levelland Campus , ext ATC , ext Reese Center (mobile )