Module Overview

Data Analysis for Accounting and Finance

This module provides students with an ability to understand the spreadsheet techniques that are used in modern day accountancy. The aim of the module is to give the student an understanding of the main spreadsheet tools and design techniques. The student should be able to model and solve current business problems using a variety of tools and techniques in a spreadsheet environment.

Module Code

INFS 9002

ECTS Credits

5

*Curricular information is subject to change
Data Preparation and Manipulation
  • Importing data from various sources
  • Insert, delete, and adjust cells, columns, and rows
  • Move and copy data between cells
  • Link cells to external worksheets
  • Formatting cells and workbooks
  • Removing duplicating data
  • Using advanced formulas to merge, split and reorganize data.
  • Control data entry via data validation rules
Data Analysis and Forecasting
  • Introduction to logical functions
  • Retrieving data using composite logical and LOOKUP Functions
  • Use Data Tables and Scenarios to project potential outcomes
  • Use Goal Seek to calculate outcomes
  • Solving optimisation problems with “Solver” tool pack for Excel
  • Creating and interacting with Pivot Tables
  • Format, sort, and filter data using Pivot Tables
  • Use conditional formatting to identify duplicates, highlight, sort and filter key data
Data Visualisation and Reporting
  • Review of the main Chart types of Excel 2016+
  • Create and modify Charts. Use advanced Chart features
  • Add Trendlines to Charts to visualise and forecast trends
  • Using Sparklines to create a visual summary of data
  • Creating and formatting Pivot Charts
Reviewing and Protecting Workbooks
  • Protect workbook access. Protect worksheets and cell content
  • Add and edit comments. Prepare a workbook for distribution
  • Modify Excel's default settings

The module employs a blended approach of delivery - with a mix of face-to-face and asynchronous activity. Learning is largely collaborative but would also require individual commitment. The mix includes laboratory classes, online content and other resources, tutorial support, class discussion and problem-solving. Formative assessment by means of one individual assessment and one group project are an integral  part of delivery where students are required to individually model real world business cases as well as able to analyse and efficiently present data in professional group environments.

Module Content & Assessment
Assessment Breakdown %
Other Assessment(s)100