Course Description Spreadsheets have long been one of the most important computer tools for managers. The power and range of application of spreadsheets has grown dramatically in recent years. The number of available library functions, third party Excel™ add-ins, and specialized spreadsheet templates available today has added a vast array of additional tools to enhance the management process. The ability to use an Excel™ spreadsheet for command, control and communication of information, schedules, budgets, analysis, hyperlinks to electronic documents and important Internet locations make this tool indispensable for today’s manager. The purpose of this course is to provide a time efficient, hands-on experience using these tools so that it will have an immediate and lasting impact on the management process for those who participate. Methods taught in the course show how to use simple structured input/output (cause/effect) fields to establish a consistent platform for supporting a wide range of management functions, including planning, cost and budget modeling, schedule simulation, data and information storage and retrieval, analysis and presentation. The course also includes more advanced management tasks such as trade-off studies, optimization and uncertainty analysis. The methods taught in this course will benefit any management system or style. Course Materials Each participant receives a set of course notes containing vital concepts not found in other books. A CD-ROM containing all of the course examples; case studies; and many Excel™ Add-ins accompany the notes. Instructor Tom R. Mincer, Ph.D., CEO, SpreadsheetWorld Inc. and Professor of Mechanical Engineering, California State University, Northridge (CSUN). Dr. Mincer initiated the use of EXCEL spreadsheets in the under-graduate and graduate curriculum at CSUN by integrating it into the courses on systems design, computational methods and computer-aided-engineering. For the past 10 years he has worked extensively in the areas of systems design, simulation and optimization using the Excel structured spreadsheet environment. He has taught the SpreadsheetWorld 5-day seminar on Spreadsheet Aided Engineering over 80 times to 1,200 engineers including on-sites at Goodyear Tire, NASA Goddard Space Flight Center, NASA Glenn Research Center, NASA Johnson Space Center, Jet Propulsion Lab, TRW, General Motors, Delco, Delphi, Naval Weapons Center, Naval Warfare Center, L3 Ocean Systems, Edwards Air Force Base Rocket Research Lab, Hamilton Sundstrand, L.A. Water District, Lockheed Martin, Pratt & Whitney and Honda R&D. Audience Managers from all disciplines find this course immediately useful, practical and eye opening. Department Managers, Program and Project Managers, Section Heads, Group Leaders, Operations Managers, Plant Managers, and Production Managers will benefit. Participants should have a basic background in Excel with good keyboard skills. Computer Requirements: Computers must have a complete installation of Excel™ 2000 and a CD-Rom drive. Laptops are acceptable provided they are equipped with a mouse for maintain class speed. Outline Overview of Excel™ Environment Setting Excel™ Environment Preferences The Excel™ Application Object Model Menus and Toolbar Objects Excel™ Internal Function Library Excel™ Add-Ins - Solver Spreadsheet Iterations And Circular References Linked Worksheets And Workbooks VBA Editor & Debugger Object Browser Userforms and ActiveX Controls Structured Spreadsheets Structured worksheet layout and design Performance and constraint modeling Configuration trade-off studies Input Decision Parameter Field Structure VBA User Defined Functions Output Field Structure Defined Name Ranges Output Range Analysis Time Varying Output Fields Inverting Implicit Performance Functions - Goal Seeker Dual Unit Fields Information Management, Connectivity & Documentation Storing & linking management information Information communication Information integration into models Excel™/VBA Documentation guidelines Data and results sharing A Management View of Visual Basic (VBA) What is VBA and what is it's role VBA Projects and Modules VBA User Defined Function Procedures VBA Sub Procedures What does a manager need to know about VBA Functional Modeling and UDF Libraries High level functionality Function Modeling Trees Modeling Trees using VBA UDF's Excel™/VBA function libraries Financial function library Building Excel™ Function Add-Ins Using Add-Ins in Excel™ SpreadsheetWorld On-line Documentation Editor Object Oriented Concepts What are Excel™ objects? Properties of Objects Methods associated with an object Common Excel™ objects Objects and Events What happens when an event happens? Graphic User Interfaces (GUIs) The role of Drawing in Excel™ Userforms and Active X Controls Elements of design Project Control Linking and drawing forms Operations Research/Optimization Formulating a system for optimization System performance objectives and constraints Using Excel™ Solver for streamline the process Objective/Cost Functions Constraint Functions Decision Variables Structured Optimization Sheets Linking System and Optimization Sheets Solver™ for Local Minimum of Continuous Functions Evolver™for Global Minimum of General Functions Configuration Optimum Trade Matrix (COTM) Data, Data Analysis and Graphing Managing data Importing Data into Excel™ Worksheets Automatic data downloads from remote databases Enumeration and Lookup Functions Interpolation and Extrapolation Linear Regression Linear Surface Regression PivotTables Reports & PivotGraphs Role of pivot tables for complex data sets Setting up for PivotTable Reports Setting up for PivotGraphs PivotTable Report Wizard Publishing PivotTable Lists for Internet Process/Time Sequence Simulation Discrete event simulation Simulation in the Optimization Loop ActiveX for Project Control Developing a user interface: An overview Creating user interfaces How to design userforms as GUIs Designing Userforms with graphics Management of Uncertainty Uncertain Decision Variables Decision Variable Probability Distributions Expected Values for System Modeling Functions Role of Monte Carlo Simulation Structured Uncertainty Analysis Sheets Uncertainty Add-In: INSIGHT.XLA™ Optimization with Uncertainty - RISKOPTIMIZER™
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