Financial Information Management Stefano Grazioli.

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Presentation transcript:

Financial Information Management Stefano Grazioli

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

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

Workload by Discipline TechnologyTechnology Finance NowNowTournamentTournament Intense!Intense!

Keep Your Eyes On The Goal!

Financial Information Management WINIT What Is New In Technology?

Financial Information Management USING IT FOR AUTOMATING BUSINESS PROCESSES

“There should be an app for that...”

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

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: about Dreamspark Visual Studio Excel

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 Business Functionality Compiling Code in MSIL: MS Intermediate Language Common Language Runtime Virtual machine Mscoree.dll

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 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

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 Business Functionality Compiling Code in MSIL: MS Intermediate Language Common Language Runtime Virtual machine Mscoree.dll

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

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 Business Functionality Compiling Code in MSIL: MS Intermediate Language Common Language Runtime Virtual machine Mscoree.dll

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

Financial Information Management Homework #2

Suggestions  Give yourself plenty of time to do the homework.  or come and see me if you get stuck.