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Data Analytics Using Microsoft® Excel®
With Accounting and Finance Datasets

v2.0 Joseph M. Manzo
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Preface

Data Analytics Using Microsoft Excel provides students with a strong foundation of skills that are needed to become proficient in data analytics. Microsoft Excel is the ideal platform for students who are in the early stages of learning the fundamentals of data analytics. The ability to visually observe the architecture of several datasets in Excel is a great advantage when learning how to use data analytics techniques to produce solutions for both professional and personal projects. Having an understanding and the ability to visualize a variety of data architectures is vital for students who intend to go on to study other data analytics platforms beyond Excel. Extensive datasets included in the book are drawn from accounting and finance scenarios and provide students with a basis for conceptualizing and designing data analytics projects with the highest level of integrity. As a result, this textbook is suitable as either a core text for using Excel in an introductory data analytics course or as a supplement to many basic through intermediate accounting or finance courses. This textbook may also be assigned to students who need exposure or a refresher on how to use the Excel application in general. This clear, easy-to follow text prepares students to master advanced Excel skills and places a heavy emphasis on how to efficiently navigate big datasets by using the keyboard to access commands during the design process. In addition, data visualization is presented throughout the textbook as a powerful data analytics technique as well as a method for communicating data using a variety of charts. 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.

Key features include:

  1. Early chapters explain how to conceptualize, design, and maintain the integrity of data analytics projects in any context, not just finance or accounting.

  2. Compatible with general technology courses that are not content specific.

  3. Can be used stand-alone or as a supplemental resource depending on the context.

  4. Datasets and projects are compatible with many accounting and finance courses, but can also support an interdisciplinary focus.

  5. Clearly and simply walks students through core concepts. No prior accounting or finance coursework is required.

  6. Provides students with a framework and model for conducting data analytics projects in any platform, not just Excel.

What’s New in Version 2.0?

  1. Updated to align with Excel 2016.

  2. Expanded to nine chapters in length due to expanded coverage of data analytics and new datasets.

  3. Over twenty new Excel skills and features covered.

  4. New skills and features include:

    1. PivotTables and PivotCharts

    2. Chart Filters

    3. Dates and Date Functions

    4. IS Functions

    5. Conditional Formatting: Color Scales

    6. Conditional Formatting: Icon Sets

    7. Worksheet Protection

  5. Author-generated instructional videos have all been re-recorded from scratch with new screenshots and voice overs.

  6. New framework and model for conducting data analytics projects using any platform is presented and applied throughout the textbook.

  7. The concept of data visualization as a data analytics technique and way of presenting data is reinforced throughout the textbook.

  8. Capstone chapter where students investigate a fraud case by analyzing over 30,000 rows of data.

Supplements

  1. Test Item Files: Each comprehensive Test Item File includes several multiple-choice and short answer questions. The items have been written specifically to reinforce the major chapter topics.

  2. FlatWorld Homework: Provided in an easy-to-use interface, homework for this title includes multiple choice and fill-in-the-blank question types which are all auto-gradable. Students who complete these questions with success should see their performance transfer to examinations that are given using the Test Item File questions provided to adopters of this textbook.

  3. Online Quizzes: Carefully written quiz questions are available by section and by chapter in the online eBook. Students can test themselves on their comprehension as they move through the textbook or once they have completed a chapter.

  4. Instructor’s Manual: This component includes an outline that reviews the major points of the textbook.

  5. PowerPoint Slides: These slides provide a concise outline for the chapter and include key terms. Instructors can use the slides as composed to support lectures or augment and customize them to suit their particular needs and interests.

  6. Other Supplements: All of the Text Files that students will need to use as follow along files and the End of Chapter solutions are also included as supplemental material.