| Spreadsheet Aided Management - 719 |
Please contact Janet Mincer with inquiries regarding enrollment fees: jmincer@spreadsheetworld.com |
Focus
Participants Learn:
Increased awareness of how use of Excel™ can enhance the management process
Increased integration of management disciplines
Better intuition of performance dependence on controlling decision
parameters
Pitfalls of use of Excel™ for Production Applications
Know when use of spreadsheets is appropriate
Know the importance of documentation
How to develop re-useable functional models.
How to setup standard Input/Output fields to monitor the impact of decision
variables
How to setup output fields to monitor performance and constraint functions
How to deal with implicit relationships using Goal Seeker/Iteration and
Solver for function inversion
How to use VBA management function Add-Ins for rapid decision-making
How to use the SpreadsheetWorld-Excel™ Toolboxes to support your management
process
How to monitor requirements specifications (constraints)
How to do performance optimization and simultaneously monitor System
Requirements
About MS Office Object Models and how they are integrated and work together.
How to use Userforms and ActiveX Controls for project control
How to easily develop ActiveX graphic user interfaces for project control
How to setup Configuration Trade-study Matrix & system sensitivity maps
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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