Operations Research (1): Models and Applications | Excel

Operations Research (1): Models and Applications (National Taiwan University)

Learn linear, integer, and nonlinear optimization with Excel, then explore a staffing case in this introductory operations research course.

Excel
Operations Research (1): Models and Applications | Excel

Course Overview

Analytics can tell you what happened, but operational decisions often require another step: choosing what to do under limited resources. This course introduces that decision-making side of mathematics. You examine how business situations become optimization models, then use Microsoft Excel to work toward solutions. The emphasis is on representing a problem clearly, rather than simply learning terminology.

Taught by Ling-Chieh Kung of National Taiwan University, the course covers linear, integer, and nonlinear programming. These approaches suit different kinds of decisions, from allocating production capacity to choosing facility locations or setting prices. A customer-service staffing case brings the ideas together by showing how the instructor approached an actual scheduling problem. For a data science learner, the course offers an introduction to optimization alongside descriptive and predictive analysis.

What You Will Learn

  • Translate decisions into models: Express a business objective and its operational restrictions mathematically so that a computer can process the problem.
  • Recognize linear programming applications: Explore decisions involving production quantities, inventory, and personnel schedules.
  • Handle integer-valued choices: Understand why facility placement, machine scheduling, and vehicle routing can require integer programming.
  • Identify nonlinear relationships: Examine modeling situations drawn from pricing, inventory management, and portfolio optimization.
  • Use Excel for optimization: Work with a familiar spreadsheet environment to solve the types of problems introduced in the course.
  • Follow an applied OR study: See how a staffing challenge progresses from a business question to a mathematical formulation and results.

Course Structure

The six modules move from an introductory framework to three modeling approaches, followed by an applied case and a closing review.

  1. Orientation: Introduces operations research, its historical background, and the connection between mathematical programming and business decisions.
  2. Linear programming: Uses production, inventory, and staffing examples to introduce this modeling approach.
  3. Integer programming: Covers optimization situations where some decisions must take whole-number values.
  4. Nonlinear programming: Examines problems whose mathematical relationships are not linear.
  5. Customer-service staffing case: Presents a company’s scheduling problem, with the objective of reducing staff shortages, and walks through its integer programming formulation.
  6. Wrap-up: Reviews the course and introduces topics that continue in later courses.

Across these modules, the page lists 63 videos, one reading, and six assignments. Each module includes an assignment, giving the course a regular assessment rhythm.

Who Is This Course For?

This is a sensible starting point for beginners interested in business analytics, industrial engineering, or operational decision-making. The examples are particularly relevant if you want to understand choices involving staffing, production, facilities, or inventory—not just report on those activities.

It may also suit spreadsheet users who want a mathematical framework for making decisions. Excel provides the working environment, while the syllabus explains which modeling approach fits which problem.

Learners already comfortable formulating linear and integer programs should consider whether an introductory modeling course matches their needs. The same specialization offers separate courses on optimization algorithms and theory, which are more directly aligned with those interests.

Format & Time Commitment

The course is self-paced, with a published estimate of approximately ten hours and a suggested one-week schedule. You can spread that workload over a longer period rather than follow the suggested pace.

Because the material combines mathematical concepts with software use, allow time to revisit examples and complete the assignments rather than treating the estimate as video-watching time alone. The certificate is available through the paid certificate experience and can be shared on LinkedIn or included in a résumé.

Pros and Cons

Pros

  • Clear modeling coverage: Comparing linear, integer, and nonlinear programming helps learners distinguish between different problem types.
  • Concrete business applications: The syllabus connects mathematical ideas to recognizable operational decisions.
  • An instructor-led case study: The staffing example shows the process of an OR study, not just an isolated model.
  • Accessible working environment: Excel makes the course relevant to spreadsheet-based business workflows.

Cons

  • Introductory depth: Roughly ten hours covers three substantial optimization areas plus a case study. Expect an entry point, not extensive mastery of each area.
  • Spreadsheet-focused practice: The Excel emphasis is less directly useful for learners whose priority is building optimization workflows in a programming language.
  • Concentrated applied coverage: The dedicated business case concerns customer-service staffing; it offers a narrower practice context than a collection of substantial industry projects.

FAQ

Is this a full specialization?
No. It is the first course within the Operations Research Specialization. Coursera states that enrolling also enrolls you in the surrounding specialization.

How long should I set aside?
The published estimate is about ten hours. The flexible format lets you distribute that time around your schedule.

What does the certificate offer?
It provides a shareable record of completion for your LinkedIn profile, résumé, or CV. Access to the certificate experience requires paid enrollment.

What could I study afterward?
The page points to companion courses covering optimization algorithms, operations research theory, and a capstone project.

Explore the official Coursera course page if this Excel-based introduction matches the decisions you want to learn to model.

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