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CB2022
Business Programming
with Spreadsheet
WEEK 1 COURSE INTRODUCTION; ROLE OF DATA MANAGEMENT
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Course
Information

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Course Intended Learning Outcomes

 Describe the concepts of data management using

spreadsheet in business.
 Describe and explain how spreadsheet techniques
contribute to efficient data management.
 Develop innovative solutions for business using simple
and advanced spreadsheet techniques.

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Course Assessments

 Coursework 60%
 Participation 10%
 Group Project 30%
 Online Exercises or Assignments 20%
 Exam (2-hour closed book) 40%

 Student MUST pass BOTH coursework and exam in order

to pass the course.
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Recommended Text

 Online Materials
 Wood, Nordell, Microsoft Office Excel 2013 Complete: In
Practice, 2014
 Chapra, Introduction to VBA for Excel, 2010

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 Week Tentative Topics
1 Course introduction; Roles of data management in business decision- 6
making
2 Business automation using spreadsheet (elementary) – Basic Excel
functions
3 Data Manipulation & Business Intelligence (intermediate 1) – PivotTable
4 Managerial decision making (intermediate 2) – What-if analyses
5 Macro (intermediate 4)
6 Function / Procedure (advanced 1)
7 Data and variable (advanced 2)
8 Dialogue boxes (advanced 3)
9 Decisions (advanced 4)
10 Loops (advanced 5)
11 User forms (advanced 6)
12 Array & External data (advanced 7)
13 Course review
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Plagiarism

 Plagiarism is a SERIOUS offense at CityU which is

regarded as academic dishonesty.
 http://www6.cityu.edu.hk/arro/content.asp?cid=73

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Roles of Data
Management

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Phase of Decision Making

 Intelligence
 Discovering, identifying, understanding
 Problems occurring in the organization — Why?
 Where, what effects it is having on the firm
 Design
 Identifying and exploring various solutions
 Choice
 Choosing among solution alternatives
 Implementation
 Making chosen alternative work and monitoring
how well solution is working

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Traditional Way

 Decision support system

 Vary greatly in application and complexity, but they all share
specific features.
 Three components: data management, model management,
and user interface management.

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So…

“Data management is the development and execution of

architectures, policies, practices and procedures in order
to manage the information lifecycle needs of an
enterprise in an effective manner”
 Drastic increase in volume of data  Big data
management
 Organization, administration and governance of large volumes
of both structured and unstructured data
 Get the most value from it!

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Transactional and Analytical Information

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2 Types of Data That Are Stored in
Database

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Database – Collection of Information

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Database – Created with logical
structures

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Database – Built-in integrity constraints

 E.g.
 Data type checking
 Data value range checking (e.g. age > 0)
 Disallow the creation of an order for non-existing customer
 Cascade operations
 Delete, update

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MS Access Sample Screen

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MS Access Sample Screen

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MS Access simple report

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Retrieving Data from Multiple Tables

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Processing Data

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Aggregated Functions

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Spreadsheet Application

 Most widely used DSS tool

 Inexperienced or normal users, like YOU, can use it to develop
DSS

 Provide functionalities and models for building your own

decision support

 Example:
 Excel(Microsoft Office)
 Calc (OpenOffice)

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Import Data from Access to Excel

Import Product data from

Access to Excel

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Data Exported to Excel 28

Relationship of data can

be built, if necessary, via
vlookup() function based
on the Foreign Key.

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 Linking Data From Access… To Excel 29
1
2

1. Table name  Worksheet name

2. Link (Relationship)  by means of
vlookup() function
3. Table content view  Worksheet
content
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Filter Function

1. List all products with the

Category=“Skincare”

2. List all Products of Category =“Skincare”,

SubCategory=”Masks”

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Filter Function

3.

4.

3. List only products with price greater than

$300, i.e. ListPrice > 300

4. List only products with price greater than or

equal to $20, and smaller than or equal to
$40, i.e. $20 ≤ ListPrice ≤ $40
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Conditional Formatting

Highlight aromatherapy (i.e.

Category= “aromatherapy”).
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Logical Function

To create a new
column with indication
of whether a product is
expensive or not
(>$500?).

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Lookup Function

Lookup the Product

Name by ProductID using
VLOOKUP()

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When to use Access?

 Many people working in the database and you want

robust options that safely handle updates to your data,
such as record locking and conflict resolution.
 Need to add more tables to a data set that originated
as a flat or non-relational table.
 Run complex queries.
 Produce a variety of reports or mailing labels.

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When to use Excel?

• Data is mostly numeric.

• Frequently run calculations and statistical comparisons on
your data.
• Create charts.
• Perform sophisticated operations on your data, such as
statistical, engineering, and regression analysis.
• Keep track of items in a simple list, either for personal use
or for limited collaboration purposes.

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Summary

 Course information
 Role of data management
4 phases of decision making
 Traditional decision support system
 Simple database concepts
 Database-spreadsheet transition
 When to use Access and Excel
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