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1 Excel 1 (Basic) PUB AFRS 6513 Autumn 2019 Wednesdays 5:45 – 7:35 pm Page Hall 040 Credit hours: 1 Professor: Kim Young, PhD e-mail: [email protected] Office Hours: Wednesdays 2:30-4:30 pm, and by appointment; Page Hall 310B Course Materials Optional textbook: Walkenbach, John (2015). Excel 2016 Bible. Wiley. ISBN: 978-1-119-06751-1. NOTE: This book is available electronically from OSU Library. All other course materials will be provided through Carmen. Students can access textbook information via the Barnes & Noble bookstore website: www.shopOhioState.com as well as from their BuckeyeLink Student Center. This information is disseminated by B&N to all area bookstores. You may buy from a store of your choice and/or shop for books (always use ISBN# for searches) on line. Course Description Overview Vast amounts of information are created, manipulated, and analyzed every day. Tools are needed that can analyze the information and provide meaningful results to effectively harness the power of that information. The most common tool used in the workplace today is Microsoft Excel. Excel is the primary means of performing a number of different tasks such as keeping simple lists, tracking work, performing complex analysis of data and creating reports. It is important to know how to effectively use this tool and to understand some of the benefits and challenges of Excel. For instance, while Excel is a powerful program, it is easy to corrupt data and intentionally or unintentionally skew the results. Once the challenges are understood, we can incorporate mitigating controls to minimize risk and increase confidence in the tool. PA 6513 is the first of two Excel skills courses. PA 6513 focuses on how to use Microsoft Excel from basic data entry, formatting, filtering and sorting, basic functions and formulas, basic nest formulas, and basic charts and graphs. A variety of techniques and data management concepts are presented and discussed. Real world examples are used to provide context. The second Excel course, PA 6514, focuses on how to use intermediate to advanced Microsoft Excel functionality from nested formulas to data analysis through the use of pivot tables and creating interactive worksheets.

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Page 1: Excel 1 (Basic) AU19 Young … · Exercise 2 is due on Carmen by 11:59 pm on Thursday, September 12th. Excel Exercise 3: Advanced Formulas Using the dataset provided on Carmen, you

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Excel 1 (Basic) PUB AFRS 6513

Autumn 2019

Wednesdays 5:45 – 7:35 pm Page Hall 040 Credit hours: 1

Professor: Kim Young, PhD e-mail: [email protected] Office Hours: Wednesdays 2:30-4:30 pm, and by appointment; Page Hall 310B

Course Materials Optional textbook: Walkenbach, John (2015). Excel 2016 Bible. Wiley. ISBN: 978-1-119-06751-1.

NOTE: This book is available electronically from OSU Library.

All other course materials will be provided through Carmen.

Students can access textbook information via the Barnes & Noble bookstore website:

www.shopOhioState.com as well as from their BuckeyeLink Student Center. This information is

disseminated by B&N to all area bookstores. You may buy from a store of your choice and/or shop for books

(always use ISBN# for searches) on line.

Course Description Overview Vast amounts of information are created, manipulated, and analyzed every day. Tools are needed that can analyze the information and provide meaningful results to effectively harness the power of that information. The most common tool used in the workplace today is Microsoft Excel. Excel is the primary means of performing a number of different tasks such as keeping simple lists, tracking work, performing complex analysis of data and creating reports. It is important to know how to effectively use this tool and to understand some of the benefits and challenges of Excel. For instance, while Excel is a powerful program, it is easy to corrupt data and intentionally or unintentionally skew the results. Once the challenges are understood, we can incorporate mitigating controls to minimize risk and increase confidence in the tool. PA 6513 is the first of two Excel skills courses. PA 6513 focuses on how to use Microsoft Excel from basic data entry, formatting, filtering and sorting, basic functions and formulas, basic nest formulas, and basic charts and graphs. A variety of techniques and data management concepts are presented and discussed. Real world examples are used to provide context. The second Excel course, PA 6514, focuses on how to use intermediate to advanced Microsoft Excel functionality from nested formulas to data analysis through the use of pivot tables and creating interactive worksheets.

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Student Learning Objectives Upon successful completion of this course, students will have:

Gained an understanding of the basic functionality of Microsoft Excel. Utilized Excel to improve the formatting, usability, and comprehension of data. Formulated functions to produce calculations and manipulations of text. Used advanced functions to lookup data, handle error conditions, and provide conditional responses.

Class Structure The class will be a mix of lecture/discussion and hands on work with Excel. The hands-on work will be lab-style activities involving independent completion.

Course Requirements The following components make up the final course grade:

Excel Exercise 1 (Formatting) 20% Excel Exercise 2 (Basic Formulas) 20% Excel Exercise 3 (Advanced Formulas) 20% Final Excel Project 40%

Transformation of numerical grade to a letter grade will be according to the schedule below:

A 100% to 93% B < 87% to 83% C < 77% to 73% D < 67% to 60% A- < 93% to 90% B- < 83% to 80% C- < 73% to 70% E < 60% to 0% B+ < 90% to 87% C+ < 80% to 77% D+ < 70% to 67%

A Note on Class Contribution Class engagement is critical to make this course as valuable (and as interesting!) as possible for you and your fellow students. Participating in conversations regarding class prep, asking questions, clarifying task processes and assignments, participating in the lab portion of the class, and sharing personal and professional experiences that can aid the class during discussions are all valuable contributions.

Attending class is very important! It is rarely possible to engage without being present. Excel Exercise 1: Formatting Using the dataset provided on Carmen, you will perform a number of formatting techniques to improve the look and usability of the dataset. Use any formatting techniques that were covered in class or in the book. Complete assignment information will be provided in the Excel workbook and will include the following:

Correction of spelling errors

Column width formatting

Title/header/footer addition and formatting

Column/cell formatting

Conditional formatting

Borders/fills

Styles

Column/row freezing Exercise 1 is due on Carmen by 11:59 pm on Thursday, September 5th.

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Excel Exercise 2: Basic Formulas Using the dataset provided on Carmen, you will use a number of basic functions to help analyze the data provided. Complete assignment information will be provided in the Excel workbook and will include the following:

Perform a simple math operation and apply to an entire column

Sum/averages/max/min

Counting

Simple IF statement

Concatenation

Copy portion of text

Find the position in a field of a character

Proper case

Date and time Exercise 2 is due on Carmen by 11:59 pm on Thursday, September 12th.

Excel Exercise 3: Advanced Formulas Using the dataset provided on Carmen, you will use a number of basic and nested functions to help analyze the data provided. Complete assignment information will be provided in the Excel workbook and will include the following:

Lookup functions

Error checking

Conditional formula (IF) combined with another formula

Advanced/multipart formulas Exercise 3 is due on Carmen by 11:59 pm on Thursday, September 26th.

Final Project Using the Space Database provided, you will use all of the skills covered in this class. Complete assignment information will be included in the Excel workbook and will include the following:

Data preparation and formatting

Simple and advanced/multipart formulas

Graphs and charts

Conditional formatting

Lookup functions

Graphics The Final Project is due on Carmen by 11:59 pm on Wednesday, October 9th.

Course Policies Assignment Submission All assignments should be submitted through Carmen by the day/time they are due. Informing the instructor of your intention to be absent does not waive your obligation to submit assigned work on time. Late work will be accepted with a one-third-letter grade penalty each day that it is late (A- to B+), unless prior approval is granted by the instructor.

Assignments that are late by 7+ days will not be graded.

Grade Appeals Grades on assignments are intended to reflect the overall quality of performance of the student. You may appeal your grade on an assignment if you think the grade does not reflect the quality of your performance on the assignment. To appeal a grade, submit a clear written explanation via email describing why you believe the assigned grade is inappropriate. The appeal must be submitted within one (1) week after your work is returned. Each appeal will be considered, and if a re-grade is performed, the entire assignment will be re-graded. The final grade may be greater, less, or equal to the original grade. I will carefully consider all grade appeals.

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Academic Integrity From: http://oaa.osu.edu/coamfaqs.html#academicmisconductstatement): “The Ohio State University and the Committee on Academic Misconduct (COAM) expect that all students have read and understand the University’s Code of Student Conduct and that all students will complete all academic and scholarly assignments with fairness and honesty. Failure to follow the rules and guidelines established in the University’s Code of Student Conduct may constitute “Academic Misconduct.” Sanctions for the misconduct could include a failing grade in this course and suspension or dismissal from the University.” “In the Ohio State University’s Code of Student Conduct, Section 3335-23-04 defines academic misconduct as: “Any activity that tends to compromise the academic integrity of the University, or subvert the educational process.” Examples of academic misconduct include (but are not limited to) plagiarism, collusion (unauthorized collaboration), copying the work of another student, and possession of unauthorized materials during an examination. Ignorance of the University’s Code of Student Conduct is never considered an “excuse” for academic misconduct.” If you have any questions about the above policy or what constitutes academic misconduct in this course, please contact me.

Other sources of information on academic misconduct (integrity) to which you can refer include:

The Committee on Academic Misconduct web page: http://oaa.osu.edu/coam.html

Ten Suggestions for Preserving Academic Integrity: http://oaa.osu.edu/coamtensuggestions.html

Eight Cardinal Rules of Academic Integrity: www.northwestern.edu/uacc/8cards.html

All work must be original and be your own. For the purposes of this class, you may not collaborate or otherwise work together on any assignments or projects. You may ask each other general questions to clarify concepts and ideas, but these questions may

not pertain directly to how to complete assignments. All work must be original and be your own.

If you have any questions about the above policy or what constitutes academic misconduct in this course, please contact me.

Workload Expectations For each credit, there should be about an hour of in class meeting time and 2 hours out of class work per week. For a half-semester, one-credit class you can expect an average of 4 hours of work outside of class each week preparing for and completing labs and assignments.

Glenn College Diversity Values Statement The Glenn College is committed to nurturing a diverse and inclusive environment for our students, faculty, staff, and guests that celebrates the fundamental value and dignity of everyone by recognizing differences and supporting individuality. We are dedicated to creating a safe space and promoting civil discourse that acknowledges and embraces diverse perspectives on issues and challenges that affect our community.

Accommodation Policy Students with disabilities that have been certified by the Office for Disability Services will be appropriately accommodated and should inform the instructor as soon as possible of their needs. The Office for Disability Services is located in 150 Pomerene Hall, 1760 Neil Avenue; telephone 292-3307, TDD 292-0901; http://www.ods.ohio-state.edu/

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Additional Resources As a student, you may experience a range of issues that can cause barriers to learning, such as strained relationships, increased anxiety, alcohol/drug problems, feeling down, difficulty concentrating and/or lack of motivation. These mental health concerns or stressful events may lead to diminished academic performance or reduce your ability to participate in daily activities. OSU offers services to assist you with addressing these and other concerns you may be experiencing. If you or someone you know is suffering from any of the aforementioned conditions, you can learn more about the broad range of confidential mental health services available on campus via the Office of Student Life Counseling and Consultation Services (CCS) by visiting ccs.osu.edu or calling 614-292-5766. CCS is located on the 4th Floor of the Younkin Success Center and 4th Floor of the PAES Building. Twenty-four hour emergency help is also available through the National 24/7 Prevention Hotline at 1-800-273-TALK or at suicidepreventionlifeline.org.

Library Assistance: The Glenn College has a dedicated librarian at OSU Libraries, David Lincove ([email protected]), who can help provide research assistance. For more information and links to some common public affairs resources, see - http://go.osu.edu/8gx.

Course Schedule Week 1: August 21st

Topics: Welcome and Introduction to the course (syllabus and course requirements) Data management and limitations of Excel Excel Introduction (navigation, formatting, viewing and printing)

Review: Chapter 1 – Introducing Excel (Depending on experience with Excel, skim for new content) Chapter 2 – Entering and Editing Worksheet Data Chapter 3 – Essential Worksheet Operations Chapter 4 – Working with Cells and Ranges Chapter 6 – Worksheet Formatting Chapter 7 – Understanding Excel Files Chapter 9 – Printing Your Work

Week 2: August 28th Topics:

Keyboard Shortcuts Basic Formulas Part 1 Cell Referencing

Review: Chapter 10 – Introducing Formulas and Functions Chapter 13 – Creating Formulas That Count and Sum Chapter 16 – Miscellaneous Calculations Chapter 21 – Visualizing Data Using Conditional Formatting

Introduce: Excel Exercise 1 (Formatting) due on Carmen by 11:59pm Thursday, September 5th. Week 3: September 4th

Topics: Basic Formulas Part 2 Review:

Chapter 11 – Creating Formulas That Manipulate Text Chapter 12 – Working with Dates and Times Chapter 32 – Importing and Cleaning Data (Cleaning Data section only)

Introduce: Excel Exercise 2 (Basic Formulas) due on Carmen by 11:59pm on Thursday, September 12th.

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Week 4: September 11th Topics:

Lookup Functions Advanced Formulas Simple Nested Formulas

Review: Chapter 14 – Creating Formulas That Look Up Values Chapter 31 – Making Your Worksheets Error Free

Week 5: September 18th

Topics: Nested Formulas Part 2 Introduce: Excel Exercise 3 (Advanced Formulas) due on Carmen by 11:59pm Thursday, September 26th.

Week 6: September 25th Topics:

Charts/Graphs Basic Data Validation Pictures/Drawings

Review: Chapter 19 – Getting Started Making Charts Chapter 20 – Learning Advanced Charting Chapter 22 – Creating Sparkline Graphics Chapter 23 – Enhancing Your Work with Pictures and Drawings Chapter 26 – Using Data Validation

Week 7: October 2nd Review and Final Project Work Time

Assignment: Final Project due on Carmen by 11:59 pm on Wednesday, October 9th.

Special Requests

If you need to complete a work or assignment for another course but do not want to miss class, please sit in the back of the room so the activity on your screen will not distract any classmates.

Please do not pack up early

Summary of Course Schedule

Week Date Topic Chapters Assignments

1 8/21 Welcome, Course Overview, Data Management & Limitations, Excel Intro

1, 2, 3, 4, 6, 7, 9

2 8/28 Basic Formulas, Cell Referencing. Intro Exercise 1 10, 13, 16, 21

3 9/4 More Basic Formulas. Intro Exercise 2 11, 12 ,32 Exercise 1 (9/5)

4 9/11 Lookup Functions, Advanced Formulas, Simple Nested Formulas.

14, 31 Exercise 2 (9/12)

5 9/18 More Nested Formulas. Intro Exercise 3

6 9/25 Charts/Graphs, Basic Data Validation, Pictures/Drawings.

19, 20, 22, 23, 26

Exercise 3 (9/26)

7 10/2 Review and Final Project Work Time

10/9 Final Project Due by 11:59pm Final Project (10/9)

Revised 8-7-19