New! Tableau Prep (ETL) Project: KAT Concession Supply

Request project at this link

Today we are releasing the data cleaning project for Tableau Prep. This is the fourth of ten projects that focus on data cleaning and analytics. Tableau Prep is a nice option to have available for your students because it runs on both a Mac and Windows operating system.  Keep reading to learn how to request this first beginner level project that uses Tableau Prep for data cleaning and Tableau for data analytics.

A key step in data analytics is getting the data ready for use – in fact, this step can take more time and effort than the analysis of the data. This brand-new Tableau Prep project focuses on the data cleaning aspect of data analytics and is appropriate for introductory accounting – but could be adapted to any accounting class. This Google Sheets case is designed to guide students through data cleaning and data analysis with step-by-step tutorial videos.

KAT Concession Supply is a fictitious company that supplies food, paper products, and other items to fairs, amusement parks, and other organizations. Information in the KAT Concession Supply data sets includes information about its sales over a three-year period. The data from KAT Concession Supply has errors and irregularities in it and it must be cleaned so that an interactive dashboard about its operations can be prepared. This Tableau Prep project is classified as beginner because it takes less than an hour to complete the entire project and the steps are pretty basic.

Complete step-by-step tutorial videos and an instructor guide are available to make project adoption easy and painless in accounting courses. The project is available at no cost for instructors to use in their classes.

Beginner project for Tableau Prep

The ETL and other tasks in the beginner version of the Tableau Prep data cleaning project are:

  1. Input and view the data.
  2. Identify and remove duplicate records.
  3. Remove unwanted spaces and characters from fields.
  4. Convert dates stored as text to fields formatted as dates.
  5. Find and replace text.
  6. Split one field into two fields.
  7. Remove empty columns and rename columns
  8. Create and output file.
  9. Correct spelling errors in the saved output file.
  10. Create a two-visualization interactive dashboard.

Tutorial videos/PDFs

Complete step-by-step instructions are provided for this project. Students have the choice of viewing the tutorial videos or downloading a pdf file of the annotated slides. The tutorials for this project have been split into two parts:

  1. Part 1: Data cleaning tutorial (video | pdf)
  2. Part 2: Dashboard tutorial (video | pdf)

***You can obtain the Instructor Guide for the KAT Concession Supply beginning data cleaning project for Google Sheets by requesting it at this link.*** The instructor guide contains the data set, solutions, and other information.

Give us about 5 – 8 days to respond – but check your Spam folder for the email if you do not see our email within that approximate time frame. (You may want to add to your Safe Senders list. Please don’t email to that email address – that is an email address used solely for distributing the project resources we have developed. Thank you!)

News flash: This data cleaning project is the fourth project in a set of ten data cleaning and visualization projects developed by Tracie Miller-Nobles, Wendy Tietz, and me. We will be releasing new projects approximately twice a month for the remainder of 2022. These projects will be available in three levels: Beginner (five data cleaning techniques plus two-visualization dashboard); Intermediate (beginner steps with seven additional data cleaning techniques plus three-visualization dashboard); and Advanced (intermediate steps with additional data cleaning techniques plus four-visualization dashboard.) In addition, the projects will be available in four software tool combinations: Excel, Google Sheets, Tableau Prep combined with Tableau, and Alteryx combined with Power BI.

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 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!