Case FA-3801 Excel: Financial statement analysis for Jubilee Company

In this case, students use data found in a company’s financial statements in an Excel file to various ratios, including the current ratio, debt ratio, and gross margin percentage. All work is performed in Excel. This case is suitable for assignment after the basic ratios have been covered. You can view this case at this link (this is the same link that you will use to assign to your students.)


To assign the case to your students, give them this link. All student instructions are included at that link – as are links for tutorial videos for Excel skills needed and accounting concept skills needed.

Tip: To make sure your students have put in the correct formulas as you are grading, change a few numbers in the data in students’ completed worksheets and then check to make sure that the revised ratios are correct.

How to obtain case materials

***You can obtain the teaching notes and solution for the Jubilee Company Financial Statement Analysis Excel case by requesting it at this link.***

You will need to fill out a brief form and then we will verify your instructor status prior to sending you the instructor materials. We generally send the Instructor Guide within a week after the request; we will contact you if we need additional information to verify your instructor status.

Be sure to add to your contacts. Check your spam folder if you have not received the materials from us within a week.


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