MANAGEMENT 142

INFORMATION TECHNOLOGY AND ACCOUNTING

SUMMER, 2016
Instructor: David Ravetch
Office: Anderson D-404
Office Hours: By appointment, only.
E-Mail: david.ravetch@anderson.ucla.edu
Required Text:
Exploring Microsoft Excel 2013 Comprehensive, by Poatsy, Mulbery, Davidson, and Grauer
Course Web Site:
http://ccle.ucla.edu, click on, My Sites, and follow the directions.
Class Handouts: All class notes and assignments will be posted to the website. You will need
to download and print these materials and bring them to class when needed (see
syllabus or refer to emails and classroom announcements).
This course provides a hands-on experience in accounting uses of Microsoft Excel. Content includes
creating data boxes in financial accounting, using multiple sheets with Excel formulas, preparing
professional quality financial reports, creating graphs to interpret business results, and using Excel
functions to evaluate accounting data.
Course Objectives: This course provides an introduction to the role and use of models and modeling
in managerial decision making, focusing on the functionality of Microsoft Excel. Here are the course
objectives:
1.
Students will learn about using Excel to solve accounting problems.
2.
Through solving problems, students will learn more about concepts and principles of
accounting, including financial statements and financial analysis, as well as many accounting
concepts.
3.
Students will be able to navigate the Excel environment by managing workbooks, worksheets,
and cells.
4.
Students will be able to perform statistical and financial calculations using formulas and
functions in Excel.
5.
Students will be able to analyze data using logic and reference functions in Excel.
6.
Students will be able to manipulate text, dates, and times using Excel functions.
7.
Students will be able to develop appropriate and professional-looking charts using Excel.
...all in 10 sessions!!! (
Instructors Responsibilities:
1.
To be on time for class.
2.
To be prepared to teach students information in ways that will promote learning during class
sessions.
3.
To be available to students.

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Students Responsibilities:
1.
Attendance is mandatory. Punctuality is necessary.
2.
Please turn off all cell phones and other distracting electronic devices when you enter the
classroom.
3.
This is a hands-on course. PC laptop computers are required. It is classroom etiquette not to
be surfing the web, checking email, tweeting, or face-booking, or even snap chatting
during class sessions. This is distracting for the instructor and other students.
Grading: Your grade will be calculated as follows:
Homework.. . . . . . . . . . . . . . . . . . . . . . . . . . . . 67%
Journal (Highly Recommended). . . . . . . . . . . . . 0%
Attendance and Punctuality.. . . . . . . . . . . . . . . 33%
100%

Classroom Activities

Homework
Due

Session

Date

Before
class
begins
Online

Chapter 1
Intro to Excel
Accounting Application: Creation of
Financials Statements, Linking
Financial Statements

June 20

June 20

Chapter 2
Formulas and Functions
Performing Quantitative Analysis
Accounting Application: Ratio Analysis

June 24

June 22

Chapter 3
Charts
Depicting Data Visually
Accounting Application: Summarizing
Accounting Data

June 26

July 6

Chapter 4
Datasets and Tables
Managing Large Volumes of Data
Accounting Application: Selecting
Random Records for Audit

July 10

July 11

Chapter 5
Subtotals, PivotTables, and Pivot Charts
Summarizing and Analyzing Data
Accounting Application: Accounts
Receivable Aging Schedules

July 15

July 13

Chapter 6
What-if Analysis
Using Decision-Making Tools
Accounting Application: Financial
Forecasting and Goal Setting

July 17

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7

July 18

Chapter 7
Specialized Functions
Logical, Lookup, Databases, and
Finances
Accounting Application: Bond
Amortization Schedules

July 22

July 20

Chapter 8
Statistical Functions
Analyzing Statistics
Accounting Application: Financial Trends
and Relationships

July 24

July 25

Chapter 9, 10, 11
Various Topics:
Data Validation, Auditing Formulas, Text
Functions, Protecting Workbooks
Accounting Application: Data Security and
Risk

July 31

10

July 27

Chapter 12
Templates, Styles, and Macros
Automating Excel
Accounting Application: Lease Schedules
and Financial Effects

July 31