esade

Business & Excel Solutions Advanced (2225.YR.004781.1)

General information

Type:

 OPT

Curs:

 2,3,4

Period:

 S semester

ECTS Credits:

 2 ECTS

Teaching Staff:

Group Teacher Department Language
Year 2 Francesc Alcaide Alcaide Operaciones, Innovación y Data Sciences ENG

Group Teacher Department Language
Year 3 Francesc Alcaide Alcaide Operaciones, Innovación y Data Sciences ENG

Group Teacher Department Language
Year 4 Francesc Alcaide Alcaide Operaciones, Innovación y Data Sciences ENG

Prerequisites

None

Previous Knowledge

It is advisable for students to have prior experience using spreadsheets.

Workload distribution


- Lectures and participatory sessions: 18 hours
- Independent study: 16 hours
- Group work: 14 hours
- Tutorials/feedback: 2 hours

COURSE CONTRIBUTION TO PROGRAM

Despite more than 750 million Excel users around the world, only a small percentage of users are familiar with more than just its basic functions.

Our aim is to overcome this hurdle and achieve an advanced level of knowledge of this tool. This will certainly represent a competitive advantage compared to other potential job candidates and work colleagues.

Course Learning Objectives


The primary objective of this course is for students to become advanced users of spreadsheets for their general use in the business area and for their professional activity.

Based on this aim, we will attempt to achieve a series of specific objectives regarding different competencies:

A. Sufficient skills to enable the excellent development of financial models, serving as a differentiating factor (competitive advantage) in the professional realm and as a highly productive tool during students' academic career.
B. Apply the concepts and models presented in class to concrete situations.
C. Introduce students to reference frameworks as well as the keys for their use in analysing varied situations and proposing solutions to improve them.

CONTENT

1. Introduction to modelling.

1. Setting parameters
2. Relative, absolute and mixed references
3. Using names
4. Dependent and independent variables
5. Using Excel functions
6. working with several sheets

2. Advanced charts

1. Basic charts
2. Styles and conditional formats
3. Data table
4. Goal seek
5. Solver
6. Scenarios
7. Statistics. Data analysis
8. Advanced charts

3. User interface

1. Data validation
2. Protection
3. Controls
4. Macros

4. Database tables

1. Importing external data
2. Filters
3. Subtotals
4. Queries
5. Dynamic tables

5. Risk management

1. Calculating expectations and deviations
2. Montecarlo simulation
3. @Risk
4. Decision-making

6. Introduction to programming with VBA

1. Object model
2. Programming language
3. The development environment

Relation between Activities and Contents

1 2 3 4 5 6
Attendance and case studies            
Session summaries            
Final group project            

Methodology

This subject is fundamentally practical in focus due to its instrumental nature. For this reason, students will use computers to complete this subject.

Students will also learn about theoretical concepts through lectures. After presentations by faculty, students are expected to participate directly in the ensuing discussions and debates.

The course website is a highly important tool included as part of the subject¿s methodology. Consequently, students are encouraged to consult the website as often as possible to stay up to date on of the in-class sessions.

ASSESSMENT

ASSESSMENT BREAKDOWN

Description %
Attendance and case studies 25
Session summaries 25
Final group project 50

Assessment criteria

The basic content detailed in the summary of activities and exercises shall be subject to assessment upon being handed-in.

Marks for this course will take into account how well students have achieved the established learning objectives. They will receive a mark from 0 to 10. How well students achieve the competencies established for the course may also be reflected in the 0 to 10 mark.

Bibliography

There is no required reading for this course.

Reference bibliography:

- Excel® Workbook For Dummies, Greg Harvey, Wiley Publishing, Inc., ISBN-13: 978-0470489604.
- Excel 2016 Bible, John Walkenbach, Wiley Publishing, Inc., ISBN-13: 978-1119067511.
- Show me the numbers. Designing Tables and Graphs to Enlighten, Stephen Few, Analytics Press, ISBN-13: 978-0970601971.
- Microsoft Visual Basic 2013 Step by Step (Step by Step Developer), Michael Halvorson, Zyg Group, LLC, ISBN-13: 978-0735667044.
- Financial Models using Simulation and Optimization, Wayne Winston, Palisade Corporation, ISBN-13: 978-1893281158.
- Excel 2016 VBA and Macros (MrExcel Library), Bill Jelen and Tracy Syrstad, Pearson Education, Inc., ISBN-13: 978-0789755858.

Timetable and sections

Group Teacher Department
Year 2 Francesc Alcaide Alcaide Operaciones, Innovación y Data Sciences

Timetable Year 2

From 2022/9/5 to 2022/10/24:
Each Monday from 17:30 to 20:00. (Except: 2022/9/26 and 2022/10/17)

Group Teacher Department
Year 3 Francesc Alcaide Alcaide Operaciones, Innovación y Data Sciences

Timetable Year 3

From 2022/9/5 to 2022/10/24:
Each Monday from 17:30 to 20:00. (Except: 2022/9/26 and 2022/10/17)

Group Teacher Department
Year 4 Francesc Alcaide Alcaide Operaciones, Innovación y Data Sciences

Timetable Year 4

From 2022/9/5 to 2022/10/24:
Each Monday from 17:30 to 20:00. (Except: 2022/9/26 and 2022/10/17)