Author: Dr. Wendy Tietz, CPA, CMA, CSCA, CGMA

Dr. Wendy Tietz is a professor of accounting at Kent State University in Kent, Ohio, USA. She is also a textbook author with Pearson Education.

30-minute webinar on Google Sheets transaction analysis project this Tuesday, November 8, 1 pm ET

Dr. Wendy Tietz, CPA, CMA, CSCA, CGMALeave a comment

Are you interested in data analytics? Do your students use Google Sheets? Want a ready-made project for your class that uses Google Sheets for data analytics? We have developed a case that is suitable for introductory accounting that uses just Google Sheets – and we provide step-by-step tutorial videos, making it easy to use in your classes.

Join us on Tuesday, November 8, from 1 – 1:30 pm Eastern, for a webinar on “City of Magicville: Transaction Analysis Project using Google Sheets.” We will be covering how to request the instructor materials, what the project covers, how you can use it in your own classes, and more!

We will also answer any questions you have. The webinar is from 1 – 1:30 pm Eastern – you can register for this webinar at this link.

This will be our last webinar in 2022. We will be scheduling webinars for 2023 beginning in January. See our website webinar page at this link.

30-minute webinar on Tableau Prep advanced data cleaning project for accounting classes tomorrow, Wednesday, November 2, 2 pm – 2:30 pm ET

Dr. Wendy Tietz, CPA, CMA, CSCA, CGMALeave a comment

Are you interested in data cleaning and visualization? Have you heard about Tableau Prep and/or Tableau and want to learn more? Want a ready-made project for your class that uses Tableau Prep and Tableau for data cleaning and visualization? We have developed a case that is suitable for accounting classes that uses Tableau Prep and Tableau – and we provide step-by-step tutorial videos, making it easy to use in your classes. We will also talk about for which classes this advanced project is suitable.

Join us on Wednesday, November 2, 2 pm – 2:30 pm Eastern, for a webinar on “ETL for accounting classes: Tableau Prep advanced project (KAT Concession Supply).” We will be covering how to request the instructor materials, what the project covers, how you can use it in your own classes, and more!

We will also answer any questions you have. The webinar is from 2 pm – 2:30 pm Eastern – you can register for this webinar at this link. The webinar will be recorded also.

To see all the webinars we have scheduled, see our website webinar page at this link.

30-minute webinar on Alteryx advanced data cleaning project for accounting classes tomorrow, Thursday, October 13, 11 am – 11:30 am Eastern

Dr. Wendy Tietz, CPA, CMA, CSCA, CGMALeave a comment

Are you interested in data cleaning and visualization? Have you heard about Alteryx and/or Power BI and want to learn more? Want a ready-made project for your class that uses Alteryx and Power BI for data cleaning and visualization? We have developed a case that is suitable for accounting classes that uses Alteryx and Power BI – and we provide step-by-step tutorial videos, making it easy to use in your classes. We will also talk about for which classes this advanced project is suitable.

Join us on Thursday, October 13, 11 am – 11:30 am Eastern, for a webinar on “ETL for accounting classes: Alteryx advanced project (KAT Concession Supply).” We will be covering how to request the instructor materials, what the project covers, how you can use it in your own classes, and more!

We will also answer any questions you have. The webinar is from 11 – 11:30 am Eastern – you can register for this webinar at this link. The webinar will be recorded also.

To see all the webinars we have scheduled, see our website webinar page at this link.

30-minute webinar on Excel advanced data cleaning project on Monday, October 3, 1 – 1:30 pm ET

Dr. Wendy Tietz, CPA, CMA, CSCA, CGMA2 Comments

Are you interested in data cleaning and visualization? Want a ready-made project for your class that uses Excel for data cleaning and visualization? We have developed a case that is suitable for intermediate accounting, data analytics, cost accounting, or other accounting major classes that uses Excel – and we provide step-by-step tutorial videos, making it easy to use in your classes.

Join us on Monday, October 3, 1 – 1:30 pm Eastern, for a webinar on “ETL project using advanced Excel featuring KAT Concession Supply.” We will be covering how to request the instructor materials, what the project covers, how you can use it in your own classes, and more!

We will also answer any questions you have. The webinar is from 1 – 1:30 pm Eastern – you can register for this webinar at this link.

To see all the webinars we have scheduled, see our website webinar page at this link.

30-minute webinar on Tableau and Tableau Prep intermediate data cleaning project this Tuesday, September 20, 2 pm Eastern

Dr. Wendy Tietz, CPA, CMA, CSCA, CGMA2 Comments

Are you interested in data cleaning and visualization? Have you heard about Tableau and/or Tableau Prep and want to learn more? Want a ready-made project for your class that uses Tableau and Tableau Prep for data cleaning and visualization? We have developed a case that is suitable for introductory accounting that uses Tableau and Tableau Prep – and we provide step-by-step tutorial videos, making it easy to use in your classes.

Join us on Tuesday, September 20, from 2 – 2:30 pm Eastern, for a webinar on “ETL for introductory accounting: Tableau/Tableau Prep intermediate project (KAT Concession Supply).” We will be covering how to request the instructor materials, what the project covers, how you can use it in your own classes, and more!

We will also answer any questions you have. The webinar is from 2 – 2:30 pm Eastern – you can register for this webinar at this link.

To see all the webinars we have scheduled, see our website webinar page at this link.

30-minute webinar on Excel intermediate data cleaning project for introductory accounting Wednesday, September 7, 1 – 1:30 pm Eastern

Dr. Wendy Tietz, CPA, CMA, CSCA, CGMALeave a comment

Are you interested in data cleaning and visualization? Want a ready-made project for your class that uses Excel for data cleaning and visualization? We have developed a case that is suitable for introductory accounting that uses Excel – and we provide step-by-step tutorial videos, making it easy to use in your classes.

Join us on Wednesday, September 7, 1 – 1:30 pm Eastern, for a webinar on “ETL for introductory accounting: Excel intermediate project (KAT Concession Supply).” We will be covering how to request the instructor materials, what the project covers, how you can use it in your own classes, and more!

We will also answer any questions you have. The webinar is from 1 – 1:30 pm Eastern – you can register for this webinar at this link.

To see all the webinars we have scheduled, see our website webinar page at this link.

New! Intermediate Data Cleaning (ETL) & Analytics Project for Excel: KAT Concession Supply

Dr. Wendy Tietz, CPA, CMA, CSCA, CGMALeave a comment

This project is one of ten projects in a set that focus on data cleaning and analytics. Read on for how to request this intermediate level project for introductory accounting that uses Excel for data cleaning and 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 Excel project focuses on the data cleaning aspect of data analytics and is appropriate for introductory accounting – but could be adapted to any accounting class.

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 Excel project is classified as intermediate because it takes about an hour to complete the entire project – the Excel is still doable for the introductory accounting student.

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.

Intermediate project for Excel

The data cleaning and other tasks in the Intermediate version of the Excel data cleaning project are:

  • Widen all columns to automatically fit the contents.
  • Find and remove duplicate records.
  • Remove spaces and nonprinting characters.
  • Convert dates stored as text to date format.
  • Find and replace text.
  • Split one column into two.
  • Change the case of cells.
  • Combine cells.
  • Convert text into numbers or currency.
  • Format numbers.
  • Correct spelling.
  • Create a three-visualization 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 several shorter parts. The project can be completed in shorter steps, rather than the entire project in one sitting.

***You can obtain the Instructor Guide for the KAT Concession Supply intermediate data cleaning project for Excel by requesting it at this link.***

The instructor guide contains the data set, solutions, and other information. The instructor guide also contains all the KATCS data cleaning projects released to date.

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 drwendytietz@gmail.com 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!)

30-minute webinar on Alteryx (and Power BI) intermediate data cleaning project for intro accounting this Thursday, August 18, 11 am Eastern

Dr. Wendy Tietz, CPA, CMA, CSCA, CGMA2 Comments

Are you interested in data cleaning and visualization? Have you heard about Alteryx and/or Power BI and want to learn more? Want a ready-made project for your class that uses Alteryx and Power BI for data cleaning and visualization? We have developed a case that is suitable for introductory accounting that uses Alteryx and Power BI – and we provide step-by-step tutorial videos, making it easy to use in your classes.

Join us on Thursday, August 18, from 11 – 11:30 am Eastern, for a webinar on “ETL for introductory accounting: Alteryx and Power BI intermediate project (KAT Concession Supply).” We will be covering how to request the instructor materials, what the project covers, how you can use it in your own classes, and more!

We will also answer any questions you have. The webinar is from 11 – 11:30 am Eastern – you can register for this webinar at this link.

To see all the webinars we have scheduled, see our website webinar page at this link.

30-minute webinar on Tableau and Tableau Prep beginning data cleaning project this Monday, August 9, 2 pm Eastern

Dr. Wendy Tietz, CPA, CMA, CSCA, CGMALeave a comment

Are you interested in data cleaning and visualization? Have you heard about Tableau and/or Tableau Prep and want to learn more? Want a ready-made project for your class that uses Tableau and Tableau Prep for data cleaning and visualization? We have developed a case that is suitable for introductory accounting that uses Tableau and Tableau Prep – and we provide step-by-step tutorial videos, making it easy to use in your classes.

Join us on Monday, August 9, from 2 – 2:30 pm Eastern, for a webinar on “ETL for introductory accounting: Tableau/Tableau Prep beginner project (KAT Concession Supply).” We will be covering how to request the instructor materials, what the project covers, how you can use it in your own classes, and more!

We will also answer any questions you have. The webinar is from 2 – 2:30 pm Eastern – you can register for this webinar at this link.

To see all the webinars we have scheduled, see our website webinar page at this link.

30-minute webinar on Google Sheets data cleaning project this Tuesday, July 19, 1 pm Eastern

Dr. Wendy Tietz, CPA, CMA, CSCA, CGMALeave a comment

Are you interested in data cleaning and visualization? Do your students use Google Sheets? Want a ready-made project for your class that uses Google Sheets for data cleaning and visualization? We have developed a case that is suitable for introductory accounting that uses just Google Sheets – and we provide step-by-step tutorial videos, making it easy to use in your classes.

Join us on Tuesday, July 19, from 1 – 1:30 pm Eastern, for a webinar on “ETL for introductory accounting: Google Sheets beginner project (KAT Concession Supply).” We will be covering how to request the instructor materials, what the project covers, how you can use it in your own classes, and more!

We will also answer any questions you have. The webinar is from 1 – 1:30 pm Eastern – you can register for this webinar at this link.

To see all the webinars we have scheduled, see our website webinar page at this link.