Data Analytics Resources for Introductory Accounting

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 (We do ask that you do not publish the cases – the materials are for use in your own classes.)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 nameSoftware tool(s)Link to blog postIn MyLab? (MyLab case name)
Transaction analysis and the accounting equation for Pepper Food DeliveryExcelClick hereYes (Delivery)
Transaction analysis for City of Somerville, MAExcelClick hereYes (City)
Gross profit analysis for Cabinet Accessories CompanyExcelClick hereYes (Cabinet)
Sales analysis for KAT InsuranceExcel, Power BI & TableauClick hereYes (Ins Co)
Fixed asset analysis for Hula Hut BurgersExcelClick hereYes (Restaurant)
Financial statement analysis for Jubilee CompanyExcelClick hereComing soon (March 2020)
Financial statement analysis for Jubilee CompanyPower BIComing soonComing soon (Qtr 2 2020)
Financial statement analysis for Jubilee CompanyTableauComing soonComing soon (Qtr 2 2020)

Managerial accounting

Case nameSoftware tool(s)Link to blog postIn MyLab? (MyLab case name)
Sales and costs analysis for KAT InsuranceExcel, Power BI & TableauClick hereYes (Ins Co)
Job cost analysis for Ivy CorporationExcelTo be released 1/21/2020Coming soon (March 2020)
Job cost analysis for Ivy CorporationPower BIComing soonComing soon (Qtr 2 2020)
Job cost analysis for Ivy CorporationTableauComing soonComing soon (Qtr 2 2020)
Contribution margin analysis for Cabinet Accessories CompanyExcelClick hereYes (Cabinet)
Budgeting and performance evaluation for City of Somerville, MAExcelClick hereYes (City)
Financial statement analysis for Jubilee CompanyExcelClick hereComing soon (March 2020)
Financial statement analysis for Jubilee CompanyPower BIComing soonComing soon (Qtr 2 2020)
Financial statement analysis for Jubilee CompanyTableauComing soonComing 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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