On this website, we share materials that make it easy for instructors to integrate data analytics into introductory accounting classes. The three of us (Wendy Tietz, Jennifer Cainas, and Tracie Miller-Nobles) teach introductory accounting, both financial and managerial. We develop cases that are suitable for introductory accounting classes. All materials are free for you to use and adapt to your own classes. (We do ask that you do not publish the cases – the materials are for use in your own classes.) We are continually adding new cases, so stay tuned. Subscribe to our blog, so that you can be notified when we add new cases.
Scroll down for a list of the currently available and soon-to-be-released data analytics cases we have for introductory accounting courses. The link to the blog post containing the case is included next to each case; click that link to read about the case and for the links to request the solution and/or teaching notes. All cases are freely available to any instructor, regardless of the textbook used. (The cases are also available in Pearson’s MyLab with any of our textbooks. The cases in MyLab offer multiple versions of the data sets and auto-grading.)
Financial accounting
| Case name | Software tool(s) | Link to blog post | In MyLab? (MyLab case name) |
| Transaction analysis and the accounting equation for Pepper Food Delivery | Excel | Click here | Yes (Delivery) |
| Transaction analysis for City of Somerville, MA | Excel | Click here | Yes (City) |
| Gross profit analysis for Cabinet Accessories Company | Excel | Click here | Yes (Cabinet) |
| Sales analysis for KAT Insurance | Excel, Power BI & Tableau | Click here | Yes (Ins Co) |
| Fixed asset analysis for Hula Hut Burgers | Excel | Click here | Yes (Restaurant) |
| Financial statement analysis for Jubilee Company | Excel | Click here | Coming soon (March 2020) |
| Financial statement analysis for Jubilee Company | Power BI | Coming soon | Coming soon (Qtr 2 2020) |
| Financial statement analysis for Jubilee Company | Tableau | Coming soon | Coming soon (Qtr 2 2020) |
Managerial accounting
| Case name | Software tool(s) | Link to blog post | In MyLab? (MyLab case name) |
| Sales and costs analysis for KAT Insurance | Excel, Power BI & Tableau | Click here | Yes (Ins Co) |
| Job cost analysis for Ivy Corporation | Excel | To be released 1/21/2020 | Coming soon (March 2020) |
| Job cost analysis for Ivy Corporation | Power BI | Coming soon | Coming soon (Qtr 2 2020) |
| Job cost analysis for Ivy Corporation | Tableau | Coming soon | Coming soon (Qtr 2 2020) |
| Contribution margin analysis for Cabinet Accessories Company | Excel | Click here | Yes (Cabinet) |
| Budgeting and performance evaluation for City of Somerville, MA | Excel | Click here | Yes (City) |
| Financial statement analysis for Jubilee Company | Excel | Click here | Coming soon (March 2020) |
| Financial statement analysis for Jubilee Company | Power BI | Coming soon | Coming soon (Qtr 2 2020) |
| Financial statement analysis for Jubilee Company | Tableau | Coming soon | Coming soon (Qtr 2 2020) |
Alternatively, to locate cases, click on the topics across the top of the site or the right side menu. Alternatively, you can search for key words in the Search box on the right (i.e., “budgeting”.)
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