MANAGEMENT 142
INFORMATION TECHNOLOGY AND ACCOUNTING
SUMMER, 2016
Instructor: David Ravetch
Office: Anderson D-404
Office Hours: By appointment, only.
E-Mail: [Link]@[Link]
Required Text:
Exploring Microsoft Excel 2013 Comprehensive, by Poatsy, Mulbery, Davidson, and Grauer
Course Web Site:
[Link] 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.
2
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
3
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