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MBA Excel Workshop – Spring 2010

MBA Excel Workshop – Spring 2010. William F. Mee Instructor ISOM wmee@suffolk.edu January 23, 2010 Please download to your desktop from www.suffolk.us/wmee/gMBA/ExcelWorkshopFiles.htm : Process Counts, Payroll, Loans, Rental Industry, Customers

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MBA Excel Workshop – Spring 2010

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  1. MBA Excel Workshop – Spring 2010 William F. Mee Instructor ISOM wmee@suffolk.edu January 23, 2010 Please download to your desktop from www.suffolk.us/wmee/gMBA/ExcelWorkshopFiles.htm: Process Counts, Payroll, Loans, Rental Industry, Customers Right click each file and choose “Save Target As”

  2. MS Excel • What is Excel? • Electronic Spreadsheet • Perform Data Analysis • Manage Data Lists • Perform Financial Data Modeling • Using Excel • Review Workbook / Worksheet • Creating Formulas and Calculations • Copying Formulas and Calculations • Using Functions

  3. Excel 2007 • Charting and Graphing • “A picture is worth a thousand words” • Use the appropriate chart • Data Lists • Designing a Spreadsheet • Pivot Tables and Charts • Financial Data Modeling

  4. Intermediate Excel WorkshopSpring 2010 William F. Mee Instructor ISOM (617) 572-8762 wmee@suffolk.edu January 23, 2010 Please download to your desktop from www.suffolk.us/wmee/gMBA/ExcelWorkshopFiles.htm: Process Counts, Payroll, Loans, Rental Industry, Customers Right click each file and choose “Save Target As”

  5. Intermediate Excel Agenda • Review of Excel Observations • Applying Excel to common business problems

  6. Excel Observations • Calculations / Functions all begin with an “=” • Use cell references in calculations • Cell references can be of three types: • Relative – change when copied • Absolute –do not change when copied • Mixed – containing both relative and absolute values • Cell references change relative to the direction they are copied • Excel processes calculations or formulas using the rules of Algebra: • Please Excuse My Dear Aunt Sally - PEMDAS • Parenthesis, Exponents, Multiplication and Division, Addition and Subtraction.

  7. Excel Observations • Keep your formulas simple: Do not overuse the SUM function • Functions: Insert the function and complete the Function Arguments dialogue • Design before you build: When developing a complex calculation / formula (etc.) sketch out what you want to do before you build it • Formatting not only makes a spreadsheet more readable but also allows the creator to highlight or focus the readers’ attention to certain locations

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