Financial Information Management Managing Financial Information Critical Thinking Business Process Modeling WINIT Control Structures Homework

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Financial Information Management Business Process Modeling Tools Jobs and tools

SAP at Renacer

Modeling a BP Identify the requirements (what needs to be done) Create a description of the financial Business Process Implement the BP using IT Business Analyst / Consultant Technical Analyst / Consultant Developer / Consultant

UML Use Case Diagrams Use Case Diagrams Use Case Diagrams Use Case Diagrams Use Case Diagrams Use Case Diagrams Scenario Diagrams Scenario Diagrams Scenario Diagrams Scenario Diagrams Deployment Diagrams Deployment Diagrams State Diagrams State Diagrams State Diagrams State Diagrams Sequence Diagrams Sequence Diagrams Component Diagrams Component Diagrams Component Diagrams Component Diagrams Collaboration Diagrams Collaboration Diagrams State Diagrams State Diagrams State Diagrams State Diagrams Package Diagrams Package Diagrams Scenario Diagrams Scenario Diagrams Scenario Diagrams Scenario Diagrams Component Diagrams Component Diagrams Use Case Diagrams Use Case Diagrams Use Case Diagrams Use Case Diagrams Activity Diagrams Activity Diagrams State Diagrams State Diagrams State Diagrams State Diagrams Class Diagrams Class Diagrams Scenario Diagrams Scenario Diagrams Scenario Diagrams Scenario Diagrams Statechart Diagrams Statechart Diagrams International standard: diagramming techniques to describe processes

An Activity Diagram  understand & communicate  reengineer & change  specify software  WE WILL USE IT TO DESCRIBE (HOME)WORK TO BE DONE.

Activity Diagram Receive goods [OK] Inspect content Return some goods Pay vendor Accept all goods Receive returns Notify Vendor and A/P Update A/R Reconcile Account [Errors] [Returned goods] VENDORA/P RECEIVING Update A/P Starting point Activity Decision Point End point [Guard] Model guards only if they add value Swimlane Fork Join Actor Merge

Forks, Joins, and Merges  A join all  A join has a single exit point, that is traversed when all the input activities have occurred.  A merge any one  A merge (same symbol than the decision point) has a single exit and is traversed when any one of the input activities occurs.  A fork  A fork has one entry point and multiple exits to activities that can be done in parallel

Financial Information Management Homework H3

Ask for the interest rate (e.g., “5” means five percent). Allow for fractions, as in Ask for the principal in $ Ask for the number of years (1- 30) Ask the user whether he/she wants to see (a) the interest, (b) the sum of principal + interest, or (c) both a and b (default). More than $0 Less or equal 0 or more than 10 Less than 1 or more than 30 Ask for more? (y=yes) Print Output abanything else y For this assignment assume a “competent” user Activity Diagram H3 - Simple Financial Calculator

H3: Math Functions Interest = Principal * [(1+ Interest Rate) t – 1] "Principal" is the same as "capital" pay attention to the unit of measure!

Financial Information Management WINIT What Is New In Technology?

Financial Information Management From UML to VB Introduction to Visual Basic

Variables Are named places in memory where you store information. To create a variable, you declare it (Dim) and you tell the computer what type of info you want to store in it (e.g., an integer, a double, a string, a range). Dim myInterest as double = 0 Dim userInput as string = “Stefano”  To change its content, you use the assignment operator “=” myInterest = 0.05  To use its value, you just write its name Dim newVariable as double = 0 newVariable = myInterest * 2

Excel CELLS  Are objects with properties and behaviors.  No need to pre-specify what king of info you want to store in them.  Examples: Range("A1").Value = “My Excellent Calculator” Range("A1").Font.Bold = True Range("A1").ColumnWidth = 30 Range("A3").Value = "Interest is" Range("B3").Columns.NumberFormat = "$#,##0.00_);[Red]($#,##0.00)" Range("B3").Value = interest

Once charted with UML, financial processes are easier to implement Recognize the patterns & follow the examples

Implementing a Decision... creditRate > 50% Dim creditRange as Double ‘ More instructions… If creditRate > 0.5 Then Range("A10").Value = "Approved!" Else Range("A10").Value = "Rejected" End If Print “Approved” Print “Rejected”...

The “else” Is Optional... cr. rate > 50% If creditRate > 0.5 Then Range("A10").Value = "Approved!" End If Print “Approved”...

Tests AND : if (creditRate > 0.5 ) And (age > 21) OR : if (creditRate 21) NOT : if Not (age = 21) alternatively you can use If age <> 21

Implementing a Decision Loop Dim inputFromUser As String Do inputFromUser = InputBox(“Amount of principal?") principal = Double.Parse(inputFromUser) Loop While principal <= 0 Ask the user the amount of principal in $ Principal <= $0

Implementing a Nested Loop Ask the user the amount of principal in $ Less than / equal to $0 Do ‘ Task A Do inputFromUser = InputBox(“Principal?") principal=double.Parse(inputFromUser) Loop While (inputFromUser <= 0) ‘ Task B inputFromUser = InputBox(“Want to quit?") Loop While (inputFromUser <> “y”) Task B want to quit (n=no)? n Task A y

Math Functions interest = Principal * [(1+ Interest Rate)t – 1] 1.interest = principal * (Application.WorksheetFunction.Power((1 + interestRate), t)-1) 2.interest = principal * ((1 + interestRate) ^ t) - 1)

An Alternative to IF…THEN When There Are Multiple Options Select Case textFromUser Case a Range(“B5").Value(“This is case a") ‘ More instructions… Case b Range(“B5").Value(“This is case b") ‘ More instructions… Case Else Range(“B5").Value(“this is the Default") ‘ More instructions… End Select Ask the user Print Output a b default

A More Interesting Case Dim number As Integer ‘other code in here... Select Case number Case 1 To 5 Range("A1").Value("Between 1 and 5, inclusive") Case 6, 7, 8 Range("A1").Value("Between 6 and 8, inclusive") Case 9 To 10 Range("A1").Value("Equal to 9 or 10") Case Else Range("A1").Value("Not between 1 and 10, inclusive") End Select Source: MSDN

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