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Developing Spreadsheet-Based
Decision Support SystemsUsing Excel and VBA for Excel
Michelle M.H. S
erefDecision 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 IdeasBelmont, Massachusetts
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v
Contents
PREFACE xiii
PART I: EXCEL ESSENTIALSCHAPTER 1 Introduction 1
1.1 Introduction to Decision Support Systems 2
1.2 Defining a Decision Support System 3
1.3 Decision Support Systems Applications 5
1.4 Textbook Overview 6
1.5 Summary 8
1.6 Exercises 8
CHAPTER 2 Excel Basics and Formatting 9
2.1 Introduction 10
2.2 Defining the Set of Excel Objects 10
2.3 Entering Data into Cells 10
2.4 Understanding Excel Menus and Toolbars 13
2.5 Formatting 20
2.6 Summary 27
2.7 Exercises 28
CHAPTER 3 Referencing and Names 31
3.1 Introduction 32
3.2 Referencing Cells 32
3.3 Names for Cells, Ranges, and Worksheets 40
3.4 Summary 48
3.5 Exercises 48
CHAPTER 4 Functions and Formulas 53
4.1 Introduction 54
4.2 Formulas and Function Categories 54
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4.3 Logical and Information Functions 58
4.4 Text and Lookup & Reference Functions 66
4.5 Date & Time Functions 77
4.6 Mathematical and Trigonometry Functions 84
4.7 Statistical and Financial Functions 88
4.8 Conditional Formatting Formulas 95
4.9 Auditing 97
4.10 Summary 99
4.11 Exercises 99
CHAPTER 5 Charts 105
5.1 Introduction 106
5.2 Creating Charts with Chart Wizard 106
5.3 Working with Chart Options 111
5.4 Creating a Dynamic Chart 116
5.5 Summary 119
5.6 Exercises 120
CHAPTER 6 Pivot Tables 123
6.1 Introduction 124
6.2 Pivot Tables 124
6.3 Further Modifications 130
6.4 Pivot Charts 142
6.5 Summary 144
6.6 Exercises 144
CHAPTER 7 Statistical Analysis with Excel 147
7.1 Introduction 1487.2 Understanding Data 148
7.3 Relationships in Data 161
7.4 Distributions 174
7.5 Summary 181
7.6 Exercises 182
CHAPTER 8 Using the Excel Solver to Solve Mathematical Programs 187
8.1 Introduction 188
8.2 Formulating Mathematical Programs 188
8.3 The Excel Solver 191
8.4 Applications of the Solver 2028.5 Summary 216
8.6 Exercises 216
CHAPTER 9 Simulation 221
9.1 Introduction 222
9.2 Defining Simulation 222
9.3 Applications 233
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9.4 Summary 240
9.5 Exercises 240
CHAPTER 10 Working with Large Data 245
10.1 Introduction 246
10.2 Importing Data 246
10.3 Exporting Data 255
10.4 Creating Pivot Tables from External Data 256
10.5 Using Excel as a Database 258
10.6 Summary 278
10.7 Exercises 279
PART II: VBA FOR EXCEL
CHAPTER 11 Introduction to the Visual Basic Environment 283
11.1 Introduction 284
11.2 The Visual Basic Editor 284
11.3 The Object Browser 287
11.4 Summary 289
11.5 Exercises 290
CHAPTER 12 Recording Macros 291
12.1 Introduction 292
12.2 Macros 292
12.3 Customizing Toolbars and Menu Options 306
12.4 Summary 310
12.5 Exercises 311
CHAPTER 13 More on Objects 315
13.1 Introduction 316
13.2 More on Properties and Methods 316
13.3 The With Construct 344
13.4 Referencing and Names in VBA 347
13.5 Formulas in VBA 355
13.6 Summary 361
13.7 Exercises 361
CHAPTER 14 Variables 367
14.1 Introduction 368
14.2 Variable Declarations and Data Types 368
14.3 Variable Scope 372
14.4 Variables in User Interface 373
14.5 VBA Math Functions 376
14.6 Applications 381
14.7 Summary 392
14.8 Exercises 393
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CHAPTER 15 Sub Procedures and Function Procedures 399
15.1 Introduction 400
15.2 Sub Procedures 400
15.3 Function Procedures 402
15.4 Public and Private Procedures 405
15.5 Applications 406
15.6 Summary 409
15.7 Exercises 410
CHAPTER 16 Programming Structures 413
16.1 Introduction 414
16.2 If, Then Statements 414
16.3 Select Case 419
16.4 Loops 420
16.5 Exit Statements and End 423
16.6 Applications 427
16.7 Summary 434
16.8 Exercises 434
CHAPTER 17 Arrays 439
17.1 Introduction 440
17.2 When and Why to Use Arrays 440
17.3 Defining Arrays 440
17.4 Dynamic Arrays 442
17.5 Sorting Arrays 444
17.6 Applications 445
17.7 Summary 450
17.8 Exercises 451
CHAPTER 18 User Interface 455
18.1 Introduction 456
18.2 User Form Controls 456
18.3 User Form Options 472
18.4 Event Procedures 473
18.5 Variable Scope 476
18.6 Error Checking 477
18.7 Importing and Exporting Forms 479
18.8 Navigating 47918.9 Professional Appearance 480
18.10 Applications 481
18.11 Summary 492
18.12 Exercises 493
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CHAPTER 19 The Solver Revisited 499
19.1 Introduction 500
19.2 Review of Chapter 8 500
19.3 Solver Commands in VBA 503
19.4 Applications 508
19.5 Summary 514
19.6 Exercises 515
CHAPTER 20 Simulation Revisited 519
20.1 Introduction 520
20.2 Review of Chapter 9 520
20.3 Simulation with VBA 521
20.4 Applications 526
20.5 Summary 531
20.6 Exercises 532
CHAPTER 21 Working with Large Data Using VBA 537
21.1 Introduction 538
21.2 Creating Pivot Tables with VBA 538
21.3 Using External Data 544
21.4 Exporting Data 557
21.5 Applications 558
21.6 Summary 565
21.7 Exercises 566
PART III: CASE STUDIES
CHAPTER 22 The DSS Development Process 571
22.1 Defining the DSS Development Process 572
22.2 Application Overview and Model Development 572
22.3 Worksheets 574
22.4 User Interface 580
22.5 Procedures 587
22.6 Re-solve Options 589
22.7 Testing and Final Packaging 593
22.8 Summary 594
22.9 Exercises 594
CHAPTER 23 GUI Design 595
23.1 GUI Design 596
23.2 The Theory Behind Effective GUI Design 596
23.3 Effective and Ineffective GUI Design 602
23.4 Summary 607
23.5 Exercises 607
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CHAPTER 24 Programming Principles 609
24.1 Programming Practices 610
24.2 Clarity 610
24.3 Efficiency 611
24.4 Summary 613
24.5 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 847
A.5 @RISK 853
A.6 Crystal Ball 854
A.7 StatTools 854
A.8 Summary 854
APPENDIX B Debugging and Error Checking 855B.1 Introduction 856
B.2 Types of Errors 856
B.3 The Debug Toolbar 857
B.4 The Debug Windows 859
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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
Contents xi