This textbook is suitable as either a core text for using Excel Microsoft 365 in an introductory data analytics course or as a supplement to basic through intermediate accounting or finance courses. It may also be assigned to students who need exposure or a refresher on how to use the Excel Microsoft 365 application in general.
Data Analytics Using Microsoft 365 Excel: With Accounting and Finance Datasets provides students with the opportunity to learn basic skills needed to execute many personal and professional activities using Excel Microsoft 365. This clear, easy-to-follow text explains how to analyze and make discoveries in datasets by treating data visualization skills as a vital component of the analytics process. It also prepares learners to master more advanced skills using Excel. Heavy emphasis is placed on how to efficiently navigate big datasets and use the keyboard to access commands during the design process.
Extensive datasets included in the book are drawn from accounting and finance scenarios. They provide learners with a basis for conceptualizing and designing data analytics projects with the highest level of integrity. Author-narrated videos embedded throughout the digital reader explain concepts and operations, adding an engaging audio and visual richness to the written explanations and exercises.
Author(s): Joseph Manzo
Edition: 3
Publisher: FlatWorld
Year: 2021
Language: English
Pages: 554
About the Author
Acknowledgments
Dedication
Preface
Chapter 1: Introduction to Data Analytics and Microsoft Excel 365
1.1 A Working Model for Data Analytics
1.2 A Review of Excel 365
1.3 Chapter Assignments and Tests
Chapter 2: Essential Skills for Basic Data Analytics Projects
2.1 Entering and Managing Data
2.2 Formatting Worksheets
2.3 Chapter Assignments and Tests
Chapter 3: Data Analytics Techniques for Basic Projects
3.1 Introduction to Data Visualization
3.2 Introduction to PivotTables and PivotCharts
3.3 Chapter Assignments and Test
Chapter 4: Using Mathematical Outputs for Analytics
4.1 Formulas
4.2 Basic Statistics Functions
4.3 Chapter Assignments and Test
Chapter 5: Scenario Analytics
5.1 Loan and Lease Scenarios
5.2 Investment Scenarios
5.3 Chapter Assignments and Test
Chapter 6: Exception Analytics
6.1 Logical Functions
6.2 Lookup Functions
6.3 Chapter Assignments and Test
Chapter 7: Summarizing Exception Analytics
7.1 Statistical IF Functions
7.2 Statistical IFS Functions
7.3 Chapter Assignments and Test
Chapter 8: Working with Big Datasets Case: Investigating Fraud
8.1 Using the DATA Analytics Framework
8.2 Data Audit Using PivotTables
8.3 Analyzing the Data
8.4 Summarizing Big Datasets in Custom Reports
8.5 Establishing Data Internal Controls
8.6 Chapter Assignments and Test
Chapter 9: Charts for Presentations and Data Visualization
9.1 Chart Types
9.2 Formatting Enhancements for Charts
9.3 Using Charts in PowerPoint and Word
9.4 The Scatter Chart and Motion Data Visualization
9.5 Chapter Assignments and Test
Chapter 10: Predictive Analytics Case: Can You Predict the Stock Market?
10.1 Assessing the Case
10.2 Preliminary Analysis: Examining Assumptions
10.3 Solving the Case
10.4 Case Wrap Up: Prediction versus Reality
10.5 Chapter Assignments and Tests
Appendix A: Keyboard Only Commands from PC to Mac
Appendix B: Visual Differences between PC and Mac
B.1 Visual Differences on the Ribbon
B.2 ToolTip and Dialog Box Differences
Appendix C: Command and Feature Differences on a Mac
C.1 Accessing Backstage Commands
C.2 The Right-Click Menu
C.3 Multi-Level Sorting
C.4 Sorting Data in a PivotTable
C.5 Charts: Assigning Data to X and Y Axes
C.6 Conditional Formatting: New Formatting Rule
Appendix D: Command and Feature Omissions on a Mac
