Developing Spreadsheet-Based Decision Support Systems Using Excel and VBA for Excel

Transcription

1 Developing Spreadsheet-Based Decision Support Systems Using Excel and VBA for Excel Michelle M.H. Şeref Decision and Information Sciences Warrington College of Business University of Florida, Gainesville Ravindra K. Ahuja Industrial and Systems Engineering University of Florida, Gainesville and Innovative Scheduling, Inc., Gainesville Wayne L. Winston Operations and Decision Technologies Kelly School of Business Indiana University, Bloomington Dynamic Ideas Belmont, Massachusetts

2 Contents PREFACE xiii PART I: EXCEL ESSENTIALS CHAPTER 1 Introduction Introduction to Decision Support Systems Defining a Decision Support System Decision Support Systems Applications Textbook Overview Summary Exercises 8 CHAPTER 2 Excel Basics and Formatting Introduction Defining the Set of Excel Objects Entering Data into Cells Understanding Excel Menus and Toolbars Formatting Summary Exercises 28 CHAPTER 3 Referencing and Names Introduction Referencing Cells Names for Cells, Ranges, and Worksheets Summary Exercises 48 CHAPTER 4 Functions and Formulas Introduction Formulas and Function Categories 54 v

3 vi Contents 4.3 Logical and Information Functions Text and Lookup & Reference Functions Date & Time Functions Mathematical and Trigonometry Functions Statistical and Financial Functions Conditional Formatting Formulas Auditing Summary Exercises 99 CHAPTER 5 Charts Introduction Creating Charts with Chart Wizard Working with Chart Options Creating a Dynamic Chart Summary Exercises 120 CHAPTER 6 Pivot Tables Introduction Pivot Tables Further Modifications Pivot Charts Summary Exercises 144 CHAPTER 7 Statistical Analysis with Excel Introduction Understanding Data Relationships in Data Distributions Summary Exercises 182 CHAPTER 8 Using the Excel Solver to Solve Mathematical Programs Introduction Formulating Mathematical Programs The Excel Solver Applications of the Solver Summary Exercises 216 CHAPTER 9 Simulation Introduction Defining Simulation Applications 233

4 Contents vii 9.4 Summary Exercises 240 CHAPTER 10 Working with Large Data Introduction Importing Data Exporting Data Creating Pivot Tables from External Data Using Excel as a Database Summary Exercises 279 PART II: VBA FOR EXCEL CHAPTER 11 Introduction to the Visual Basic Environment Introduction The Visual Basic Editor The Object Browser Summary Exercises 290 CHAPTER 12 Recording Macros Introduction Macros Customizing Toolbars and Menu Options Summary Exercises 311 CHAPTER 13 More on Objects Introduction More on Properties and Methods The With Construct Referencing and Names in VBA Formulas in VBA Summary Exercises 361 CHAPTER 14 Variables Introduction Variable Declarations and Data Types Variable Scope Variables in User Interface VBA Math Functions Applications Summary Exercises 393

5 viii Contents CHAPTER 15 Sub Procedures and Function Procedures Introduction Sub Procedures Function Procedures Public and Private Procedures Applications Summary Exercises 410 CHAPTER 16 Programming Structures Introduction If, Then Statements Select Case Loops Exit Statements and End Applications Summary Exercises 434 CHAPTER 17 Arrays Introduction When and Why to Use Arrays Defining Arrays Dynamic Arrays Sorting Arrays Applications Summary Exercises 451 CHAPTER 18 User Interface Introduction User Form Controls User Form Options Event Procedures Variable Scope Error Checking Importing and Exporting Forms Navigating Professional Appearance Applications Summary Exercises 493

6 Contents ix CHAPTER 19 The Solver Revisited Introduction Review of Chapter Solver Commands in VBA Applications Summary Exercises 515 CHAPTER 20 Simulation Revisited Introduction Review of Chapter Simulation with VBA Applications Summary Exercises 532 CHAPTER 21 Working with Large Data Using VBA Introduction Creating Pivot Tables with VBA Using External Data Exporting Data Applications Summary Exercises 566 PART III: CASE STUDIES CHAPTER 22 The DSS Development Process Defining the DSS Development Process Application Overview and Model Development Worksheets User Interface Procedures Re-solve Options Testing and Final Packaging Summary Exercises 594 CHAPTER 23 GUI Design GUI Design The Theory Behind Effective GUI Design Effective and Ineffective GUI Design Summary Exercises 607

7 x Contents CHAPTER 24 Programming Principles Programming Practices Clarity Efficiency Summary Excercises 613 CASE STUDY 1 Birthday Simulation 615 CASE STUDY 2 Eight Queens 629 CASE STUDY 3 Inventory Management 649 CASE STUDY 4 Warehouse Layout 669 CASE STUDY 5 Forecasting Methods 699 CASE STUDY 6 Facility Layout 721 CASE STUDY 7 Portfolio Management and Optimization 741 CASE STUDY 8 Reliability Analysis 765 CASE STUDY 9 Retirement Planning 791 CASE STUDY 10 Queuing SImulation: Single Server and Multi Server 815 APPENDIX A Excel Add-Ins 843 A.1 Introduction 844 A.2 Including Add-Ins and References using VBA 844 A.3 Data Analysis Toolpack 847 A.4 The Solver A.6 Crystal Ball 854 A.7 StatTools 854 A.8 Summary 854 APPENDIX B Debugging and Error Checking 855 B.1 Introduction 856 B.2 Types of Errors 856 B.3 The Debug Toolbar 857 B.4 The Debug Windows 859

8 Contents xi B.5 Debugging Tips 861 B.6 Error Checking 862 B.7 Summary 866 APPENDIX C Advanced Programming Topics 867 C.1 Introduction 868 C.2 Object-Oriented Programming in VBA for Excel 868 C.3 Opening Other Applications From VBA 875 C.4 Summary 880 REFERENCES 881 ABOUT THE AUTHORS 883 INDEX 885