30-minute webinar on Excel data cleaning project next Tuesday, June 28, 11 am Eastern

Greetings! Just a quick reminder that next week on Tuesday, June 28, we are hosting a 30-minute webinar on our KAT Concessions: ETL (data cleaning) for introductory accounting Excel beginner project – 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 and others at this link.

Hope to see you there!

Wendy, Tracie, and Jennifer

30-minute webinar tomorrow on KAT Mfg projects!

Greetings! Just a quick reminder that tomorrow, Wednesday, June 8, we are hosting a 30-minute webinar on our KAT Manufacturing data analytics projects for introductory accounting – how to request the instructor materials, what the projects cover, how you can use them 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 and others at this link.

Hope to see you there!

Wendy, Tracie, and Jennifer

New! Beginning Data Cleaning (ETL) & Analytics Project for Alteryx: KAT Concession Supply

This is the second of ten projects in a set that focus on data cleaning and analytics! Read on for how to request this first beginning level project that uses Alteryx for data cleaning and analytics.

Image of opening slide of Alteryx Beginner project.

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 Alteryx 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 Alteryx project is classified as beginner because it takes less than an hour to complete the entire project and the Alteryx 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 Alteryx

The data cleaning and other tasks in the beginner version of the Alteryx data cleaning project are:

  1. Input and view data
  2. Identify and remove duplicate records
  3. Remove unwanted characters such as spaces and nonprintable characters from fields
  4. Convert dates stored as text to fields formatted as dates
  5. Find and replace text with replacement text
  6. Split one field into two fields
  7. Remove empty columns and rename columns
  8. Save new file to Excel
  9. Correct spelling errors in Excel
  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. You can view the tutorial videos here as a preview of this project:

  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 Excel and Alteryx 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 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!)

News flash: This data cleaning project is the second project in a set of ten data cleaning and visualization projects developed by Wendy Tietz, Jennifer Cainas, 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.

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

We are super excited to share the first of ten projects in a set that focus on data cleaning and analytics! Read on for how to request this first beginning level project 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 beginner because it takes less than an hour to complete the entire project and the Excel 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 Excel

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

  1. Widen all columns to automatically fit the contents
  2. Find and remove duplicate records
  3. Remove unwanted characters such as numbers, spaces, and nonprintable characters from fields
  4. Find and replace text with replacement text
  5. Change the case of a text field to uppercase or lowercase
  6. Format numbers
  7. 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. You can view the tutorial videos here as a preview of this project:

  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 Excel 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 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!)

News flash: This data cleaning project is the first project in a set of ten data cleaning and visualization projects developed by Tracie Miller-Nobles, Jennifer Cainas, 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.

Two webinars this week: Options for online office hours and Building online student engagement

Has your school converted all courses to online? Still scrambling to figure out what this means for your course? Jennifer Cainas (University of South Florida), Tracie Miller-Noble (Austin Community College) and me (Kent State University) will be hosting two 30-minute webinars this coming week. One will address the options for online office hours and the other will cover ideas for building online student engagement.

Details and registration links for each of the webinars are below.

Title: Options for online office hours

Date/time: Monday, March 16, 4 – 4:40 pm (Eastern)

  • Registration link: https://zoom.us/webinar/register/WN_QnF311-8QXGEZx76jsi5-Q
  • Description: Wondering how you can host online office hours? Join us for a 30-minute webinar on Monday, March 16, at 4 pm (Eastern) about ways you can hold office hours online. Join Wendy Tietz, Jennifer Cainas, and Tracie Miller-Nobles as we talk about how we have hosted office hours online for a variety of online classes.

Title: Ideas for online student engagement

  • Date/time: Tuesday, March 17, 2 – 2:30 pm (Eastern)
  • Registration link: https://zoom.us/webinar/register/WN_bXGwEJ6YTPmEAoUJGqEBWw
  • Description: Engaging students in an online environment is different than in an in-person class. Join us for a 30-minute webinar on Tuesday, March 17, 2 – 2:30 pm (Eastern) about ways you can build student engagement in an online environment. Join Wendy Tietz, Jennifer Cainas, and Tracie Miller-Nobles as we share how we have built student engagement in our own online classes.

We hope to see you online Monday and Tuesday!

Have a great day – and keep calm, it will all be okay.

Wendy, Jennifer, and Tracie

Webinar: Strategies for giving exams and quizzes online

Has your university or college suddenly converted all in-person classes to be online? Wondering how you can give exams online and maintain some sort of integrity?

We (Wendy Tietz and Jennifer Cainas) are hosting a webinar on Friday, March 13, 2020, from 3:30 – 4:30 pm Eastern. Register at this link.

In this webinar, we will share some strategies for giving exams and quizzes online in this new environment we find ourselves in. We will also be asking participants to share their own strategies.

If time permits, we will discuss other strategies to engage students in an online environment.

Case FA-4300 Excel: Job cost analysis for Ivy Corporation

In this case, students use a variety of pivot tables in Excel to summarize, sort, and aggregate more than 4,800 job cost records. All work is performed in Excel. This case is suitable for assignment after job costing been covered in managerial accounting. You can view this case at this link (this is the same link that you will use to assign to your students.)

Screenshot of Excel

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.

How to obtain case materials

***You can obtain the teaching notes and solution for the Ivy Corporation Job Cost 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 drwendytietz@gmail.com to your contacts. Check your spam folder if you have not received the materials from us within a week.

 

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.)

screenshot

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 drwendytietz@gmail.com to your contacts. Check your spam folder if you have not received the materials from us within a week.

 

Data analytics project: Contribution margin analysis and segment margins for introductory managerial accounting

This blog post contains a data analytics project that is suitable for introductory managerial accounting. The student uses Excel to analyze a data set that contains more than 48,000 records. The data analytics project can be assigned in the course once the concepts of contribution margincontribution margin ratio, and segment margins reviewed.

Overview of project

This project uses sales and cost data for a fictitious cabinet hardware company, Cabinet Accessories Company (CAC.) In this project, the student will use Excel to create a variety of pivot tables, format the pivot tables, apply filters, and create calculated columns. The student also needs to cleanse the data set by finding and correcting errors in the data set. In addition, the student will create a pivot chart.

Project resources

The tutorial video has closed captioning; the annotated slides for the tutorial video have the same script. The tutorial data set is an Excel file containing a small subset of the full data set; I used this small data set in creating the tutorial video.

Office 365 or Excel 2016 (newest versions)

Anyone doing this project will need to have either Office 365 or Excel 2016. Updates Microsoft has made to Excel 2016 include the ability to automatically group dates by quarters and years (an integral part of this project), so if a student says that their pivot table does not have quarters or years (or any other issue), tell them to update their version of Office 365 and/or Excel 2016.

Solution

If you would like to have a copy of the Excel solution file, please fill out the request form. Once I verify your status as an instructor, I will email the file to you, usually within a week. Please do not post the solution file on the internet and please do not share the solutions file with your students. The Excel solutions file is for your own use only.