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Cover of Data Analytics Using Excel® Microsoft® 365: With Accounting and Finance Datasets (with SmartGrader for Excel) v3.0
Published: 
December 2024
Page Count: 
558
ISBN (Digital): 
979-8-88794-617-7

Data Analytics Using Excel® Microsoft® 365: With Accounting and Finance Datasets (with SmartGrader for Excel)

Version 3.0
By Joseph M. Manzo

Included Supplements

Homework and supplements available January 6, 2025.

Key Features

  • This version aligns with Excel Microsoft 365
  • Early chapters explain how to conceptualize, design, and maintain the integrity of data analytics projects in any context, not just finance or accounting. Compatible with general technology courses that are not content specific. 
  • Can be used stand alone or as a supplemental resource
  • Datasets and projects are compatible with many accounting and finance courses, but can also support an interdisciplinary focus.
  • Clearly and simply walks students through core concepts. No prior accounting or finance coursework is required.
  • Encourages students to develop data visualization skills and to manipulate large datasets using keyboard commands only (rather than a mouse).
  • Spreadsheet-based assignments are linked to FlatWorld Homework to facilitate autograding. Students download spreadsheets from a link in the digital reader, complete them in Excel, and then match specific cells to correlated questions in FlatWorld Homework’s autograded environment. This allows for the use of authentic Excel-based assignments without the need for manual grading.

Educators

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Students

Online Access Price:  $49.95 ($45.66 CAD) Color Printed Textbook with Online Access Price:  $76.95 ($77.41 CAD)
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This textbook is suitable as either a core text for using Excel Microsoft 365 in an introductory data analytics course or as a supplement to basic through intermediate accounting or finance courses. It may also be assigned to students who need exposure or a refresher on how to use the Excel Microsoft 365 application in general. 

Data Analytics Using Microsoft 365 Excel: With Accounting and Finance Datasets provides students with the opportunity to learn basic skills needed to execute many personal and professional activities using Excel Microsoft 365. This clear, easy-to-follow text explains how to analyze and make discoveries in datasets by treating data visualization skills as a vital component of the analytics process. It also prepares learners to master more advanced skills using Excel. Heavy emphasis is placed on how to efficiently navigate big datasets and use the keyboard to access commands during the design process. 

This book includes SmartGrader for Excel, which allows students to complete Excel homework assignments using the standard online or desktop versions of Excel. Students then upload their workbook to SmartGrader for grading and feedback on their solutions. SmartGrader for Excel is integrated into FlatWorld Homework system so all normal homework features are available including LMS and gradebook integration.

Extensive datasets included in the book are drawn from accounting and finance scenarios. They provide learners with a basis for conceptualizing and designing data analytics projects with the highest level of integrity. Author-narrated videos embedded throughout the digital reader explain concepts and operations, adding an engaging audio and visual richness to the written explanations and exercises. 

New in This Version

  • SmartGrader ensures students stay focused and aligned with real Excel spreadsheets, offering an authentic experience that they’ll use in the professional world
  • SmartGrader integrates seamlessly with actual Excel files and with popular Learning Management Systems
  • Students learn practical skills with the full range of current Excel functionality, functions, and workflows, avoiding the limitations of look-alike platforms
  • With SmartGrader, students gain hands-on experience, with current software, truly preparing them for real-world tasks

In Progress

All instructor supplements will be available by January 6, 2025.

Homework system for this title will be live by January 6, 2025.

  • About the Author
  • Acknowledgments
  • Dedication
  • Preface

    • Chapter 1: Introduction to Data Analytics and Microsoft Excel 365

  • 1.1 A Working Model for Data Analytics
  • 1.2 A Review of Excel 365
  • 1.3 Chapter Assignments and Tests

    • Chapter 2: Essential Skills for Basic Data Analytics Projects

  • 2.1 Entering and Managing Data
  • 2.2 Formatting Worksheets
  • 2.3 Chapter Assignments and Tests

    • Chapter 3: Data Analytics Techniques for Basic Projects

  • 3.1 Introduction to Data Visualization
  • 3.2 Introduction to PivotTables and PivotCharts
  • 3.3 Chapter Assignments and Test

    • Chapter 4: Using Mathematical Outputs for Analytics

  • 4.1 Formulas
  • 4.2 Basic Statistics Functions
  • 4.3 Chapter Assignments and Test

    • Chapter 5: Scenario Analytics

  • 5.1 Loan and Lease Scenarios
  • 5.2 Investment Scenarios
  • 5.3 Chapter Assignments and Test

    • Chapter 6: Exception Analytics

  • 6.1 Logical Functions
  • 6.2 Lookup Functions
  • 6.3 Chapter Assignments and Test

    • Chapter 7: Summarizing Exception Analytics

  • 7.1 Statistical IF Functions
  • 7.2 Statistical IFS Functions
  • 7.3 Chapter Assignments and Test

    • Chapter 8: Working with Big Datasets Case: Investigating Fraud

  • 8.1 Using the DATA Analytics Framework
  • 8.2 Data Audit Using PivotTables
  • 8.3 Analyzing the Data
  • 8.4 Summarizing Big Datasets in Custom Reports
  • 8.5 Establishing Data Internal Controls
  • 8.6 Chapter Assignments and Test

    • Chapter 9: Charts for Presentations and Data Visualization

  • 9.1 Chart Types
  • 9.2 Formatting Enhancements for Charts
  • 9.3 Using Charts in PowerPoint and Word
  • 9.4 The Scatter Chart and Motion Data Visualization
  • 9.5 Chapter Assignments and Test

    • Chapter 10: Predictive Analytics Case: Can You Predict the Stock Market?

  • 10.1 Assessing the Case
  • 10.2 Preliminary Analysis: Examining Assumptions
  • 10.3 Solving the Case
  • 10.4 Case Wrap Up: Prediction versus Reality
  • 10.5 Chapter Assignments and Tests

    • Appendix A: Keyboard Only Commands from PC to Mac

    Appendix B: Visual Differences between PC and Mac

  • B.1 Visual Differences on the Ribbon
  • B.2 ToolTip and Dialog Box Differences

    • Appendix C: Command and Feature Differences on a Mac

  • C.1 Accessing Backstage Commands
  • C.2 The Right-Click Menu
  • C.3 Multi-Level Sorting
  • C.4 Sorting Data in a PivotTable
  • C.5 Charts: Assigning Data to X and Y Axes
  • C.6 Conditional Formatting: New Formatting Rule

    • Appendix D: Command and Feature Omissions on a Mac

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    Joseph M. Manzo Lehigh University

    Joseph M. Manzo (CMA and MBA Lehigh University) is Professor of Practice in Accounting at Lehigh University’s College of Business. He started teaching at Lehigh in fall 2002 where he developed and oversaw the Microsoft Excel Competency program for all first year business students. He went on to teach several courses in both the undergraduate and graduate programs in the College of Business and since 2010 has taught Introduction to Financial Accounting and Introduction to Managerial Accounting.  In addition to teaching, he is a former director of the Rauch Center for Business Communications and also former acting Associate Dean and Director of Undergraduate Programs for the College of Business. Prior to Lehigh, Professor Manzo worked in apparel manufacturing, retail, and wealth management industries. His industry practice had a heavy emphasis on data analytics and corporate strategic planning. He has written several textbooks addressing practical applications for Microsoft Office that teach students how to use such applications for professional and personal needs. 

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