Financial statement analysis for Jubilee Company using Tableau

In this case, students use data from a company’s financial statements to calculate and display various ratios in Tableau, including the current ratio, debt ratio, and gross margin percentage. All work is performed in Tableau. 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.)

Map of US in Tableau. Mainly decorative.

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 Tableau skills needed and accounting concept skills needed.

How to obtain case materials

***You can obtain the solution for the Jubilee Company Financial Statement Analysis Tableau 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 drwendytietz@gmail.com to your contacts. Check your spam folder if you have not received the materials from us within a week.

We hope you find this Tableau case interesting and useful. Please send any feedback to us. Have a great day!

2 thoughts on “Financial statement analysis for Jubilee Company using Tableau

  1. Dear Dr wendy

    Kindly share this exercise and its resources. In my last course I assigned two of your exercises which was well received by the students.

    Regards Nidhi

    On Tue, 30 Mar, 2021, 21:59 Accounting is Analytics, wrote:

    > jcainas posted: ” In this case, students use data from a company’s > financial statements to calculate and display various ratios in Tableau, > including the current ratio, debt ratio, and gross margin percentage. All > work is performed in Tableau. This case is suitable for as” >

    Liked by 1 person

    • There is a link in the posting with the student assignment. There is also a link to request the solutions (for instructors.)

      Liked by 1 person

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