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Financial Information Management

Financial Information Management. Critical Thinking Mini lecture WINIT Homework (Demo). Critical Thinking. Questions on h1? Bugs! Class, grades, teams?. What is Ahead. Starting easy / ramping up quickly Save the tournament date! EasyMeter . Workload by Discipline. Intense!. Finance.

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Financial Information Management

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  1. Financial Information Management Critical Thinking Mini lecture WINITHomework (Demo)

  2. Critical Thinking • Questions on h1? • Bugs! • Class, grades, teams?

  3. What is Ahead • Starting easy / ramping up quickly • Save the tournament date! • EasyMeter 

  4. Workload by Discipline Intense! Finance Technology Now Tournament

  5. Keep Your Eyes On The Goal!

  6. WINIT What Is NewIn Technology?

  7. USING IT FOR AUTOMATING BUSINESS PROCESSES

  8. Practical Business Uses • Insert boilerplate text. If you need to enter standard text into a range of cells, you can create a macro to do the typing for you. • Automate a task that you perform frequently. For example, you may need to prepare a month-end summary. If the task is straightforward, you can develop a macro to do it for you. • Create a custom command. For example, you can combine several Excel commands so that they’re executed from a single keystroke or from a single mouse click. • Create a simplified “front end” for users who don’t know much about Excel. For example, you can set up a foolproof data-entry template. • Develop a new worksheet function. Although Excel includes a wide assortment of built-in functions, you can create custom functions that greatly simplify your formulas. • Create complete macro-driven applications. Excel macros can display custom dialog boxes and respond to new commands added to the Ribbon. • Create custom add-ins for Excel. Most add-ins shipped with Excel were created with Excel macros. Source: John Walkenbach, Excel® 2010 Bible

  9. Building Apps Program, executable, app(.exe .dll) Very hard! Software building process Machine Instructions and Data What we want the machine to do Requirements …10101010110111010000101…

  10. SW Development LIFE CYCLE • Software Development Life Cycle (SDLC) is an idealized model of how apps are built Business Analyst Technical Analyst

  11. …10101010110101010100101… Source Code Requirements:What we want the machine to do Program: Machine Instructions and Data done by people Still Hard! Coding Compiling done by other programs “Source Code:” File that contains text in a computer language if (customer_account < 0) {Call(notify_manager);}

  12. Source Code in VB Sub FindDuplicates() ' Finds duplicates in a column of cells selected by the user NumberOfRows = Selection.Rows.Count For i = NumberOfRows To 1 Step -1 toCheck = ActiveCell ActiveCell.Offset(1, 0).Select For j = 1 To i If ActiveCell = toCheck Then ActiveCell.Font.Bold = True ActiveCell.Font.ColorIndex = 3 End If ActiveCell.Offset(1, 0).Select Next j ActiveCell.Offset(-i, 0).Select Next i End Sub

  13. …10101010110101010100101… Programming Environments Requirements:What we want the machine to do Program: Machine Instructions and Data Compiling Coding Source Code in a Computer Language Programming Environment

  14. …101010100101… State-of-the-art Requirements:What we want the machine to do Program: Machine Instructions and Data YOU Coding Compiling Integrated Development Environment (VS 2012) One more problem…. Source Code in a Computer Language VB

  15. …101010100101… State-of-the-art Requirements:What we want the machine to do Program: Machine Instructions and Data YOU Virtual machine Mscoree.dll Common Language Runtime Coding Compiling .exe .dll Integrated Development Environment Source Code in a Computer Language Code in IL(MSIL: MS intermediate language) C#, VB, C++

  16. MSIL example .locals ([0] class System.Object V_0, [1] int32 V_1) IL_0000: ldarg.0 IL_0001: ldfld int32 Stack::m_size IL_0006: brtrue.s IL_000e IL_0008: newobj instance void ['mscorlib']System.NullReferenceException::.ctor() IL_000d: throw IL_000e: ldarg.0 IL_000f: ldfld class System.Object[] Stack::m_stack IL_0014: ldarg.0 IL_0015: dup IL_0016: ldfld int32 Stack::m_size IL_001b: ldc.i4.1 IL_001c: sub IL_001d: dup

  17. TOOLS: IDEs

  18. Two IDEs VBA Editor Included in Excel Huge installed base Older technology Supported but not improved upon Has a recorder VSTO / Visual Studio Included in VS Smaller installed base Newer, more powerful technology Fully supported Does not have a recorder

  19. Homework #2 Excel Macros & Recorder

  20. Suggestions • Give yourself plenty of timeto do the homework. • Email or come and see me if you get stuck.

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