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Financial Information Management Financial Information Management Stefano Grazioli

Financial Information Management Stefano Grazioli

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Page 1: Financial Information Management Stefano Grazioli

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Financial Information

ManagementStefano Grazioli

Page 2: Financial Information Management Stefano Grazioli

Critical Thinking Questions on h1? Class, grades, teams?

Page 3: Financial Information Management Stefano Grazioli

What is Ahead Starting easy / ramping up quickly Save the tournament date!

EasyMeter

Page 4: Financial Information Management Stefano Grazioli

Workload by Discipline

Technology

Finance

Now Tournament

Intense!

Page 5: Financial Information Management Stefano Grazioli

Keep Your Eyes On The Goal!

Page 6: Financial Information Management Stefano Grazioli

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In Technology?

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tUSING IT FOR AUTOMATING

BUSINESS PROCESSES

Page 8: Financial Information Management Stefano Grazioli

“There should be an app for that...”

Page 9: Financial Information Management Stefano Grazioli

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

Page 10: Financial Information Management Stefano Grazioli

Visual Studio is a tool to build applications

Integrated Development Environment VS 2013 is state of the art First version in 1997 $2.5B to develop the 2002 version Free to you: email about Dreamspark

Visual Studio

Excel

Page 11: Financial Information Management Stefano Grazioli

Requirements:What we want the computer

to do

How VS works

Coding

Visual Studio

C#, VB, C++

.exe

.dll

Source Code in a Computer Language

BusinessFunctionality

Compiling

Code in MSIL:MS Intermediate Language

Common Language Runtime

Virtual machineMscoree.dll

Page 12: Financial Information Management Stefano Grazioli

Source Code in VBSub 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 iEnd Sub

Page 13: Financial Information Management Stefano Grazioli

Requirements:What we want the computer

to do

How VS works

Coding

Visual Studio

C#, VB, C++

.exe

.dll

Source Code in a Computer Language

BusinessFunctionality

Compiling

Code in MSIL:MS Intermediate Language

Common Language Runtime

Virtual machineMscoree.dll

Page 14: Financial Information Management Stefano Grazioli

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

Page 15: Financial Information Management Stefano Grazioli

Requirements:What we want the computer

to do

Two IDE tools

Coding

Visual Studio

C#, VB, C++

.exe

.dll

Source Code in a Computer Language

BusinessFunctionality

Compiling

Code in MSIL:MS Intermediate Language

Common Language Runtime

Virtual machineMscoree.dll

Page 16: Financial Information Management Stefano Grazioli

Two tools to Work with Excel 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 and

updated No recorder

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Suggestions Give yourself plenty of time

to do the homework.

Email or come and see me if you get stuck.