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

Screenshot
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 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 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.

A financial statement analysis mini-dashboard for a quick data analytics exercise

dashboard image
Open mini-dashboard at this link

Looking for a quick data analytics exercise for financial statement analysis in an introductory accounting class? You can give your students the link for this financial statement analysis dashboard and then ask a series of questions. There is no software for students to install; the dashboard is hosted on Tableau Public and can be accessed by anyone with the link to the mini-dashboard. There is also a quick video about using mini-dashboards in Tableau Public – that mini-dashboard intro video is available at this link.

To get you started on the kinds of questions you can ask with this financial statement analysis mini-dashboard, here are some ideas:

  1. What is the current ratio for <insert company name here> for <insert year here>?
  2. What is the quick ratio for <insert company name here> for <insert year here>?
  3. What is the debt ratio for <insert company name here> for <insert year here>?
  4. What is the times-interest-earned ratio for <insert company name here> for <insert year here>?
  5. What is your overall assessment of the financial condition of <insert company name here> based on the ratios given here?

We have made several of these mini-dashboards and have found that they are a quick and easy way to insert some data analysis into an introductory accounting course. More of these mini-dashboards are coming soon. We hope you find them useful.

Wendy

New! Google Sheets Data Cleaning project: KAT Concession Supply

Scheenshot
Request project at this link

The introductory accounting ETL projects continue…today we are releasing the data cleaning project for Google Sheets. Google Sheets is a nice option to have available in case your student(s) only have access to a Chromebook; this project will run entirely on a Chromebook.

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 Google Sheets 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 Google Sheets 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 Google Sheets

The ETL and other tasks in the beginner version of the Google Sheets 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:

  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 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 third 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.

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.

A job cost mini-dashboard for a quick data analytics exercise

Looking for a quick data analytics exercise for introductory managerial accounting? You can give your students the link for this job cost analysis dashboard and then ask a series of questions. There is no software for students to install; the dashboard is hosted on Tableau Public and can be accessed by anyone with the link to the mini-dashboard. We also have a quick video about using mini-dashboards in Tableau Public – that mini-dashboard intro video is available at this link.

To get you started on the kinds of questions you can ask with this job cost mini-dashboard, here are some ideas:

  1. What is the gross profit generated by the <insert product type here> product group in all plants?
  2. What is the total sales revenue generated by <insert product ID here> in the <insert plant location here> plant?
  3. How many <insert product ID here> models were sold by the <insert plant location here> location?
  4. What is the gross profit of the <insert product type here> product group in the <insert plant location here> plant?

Anyways, we have made several of these mini-dashboards and have found that they are a quick and easy way to insert some data analysis into an introductory accounting course. We will be sharing some of these mini-dashboards from time to time. We hope you find them useful.

Wendy

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.

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!

How to use Poll Everywhere in Your Online Class

This week we (Wendy TietzJennifer Cainas, and myself) are hosting “how-to” webinars to take a deeper dive into specific tools for online teaching. Our first webinar will be on using Poll Everywhere in your online class.

Tuesday, March 24, 5-5:30pm EST

How to use Poll Everywhere in Your Online Class

Interested in creating student engagement in your online courses? Join us for a “how-to” session on using Poll Everywhere. We will provide you with information on how to sign up for an account, create polls, and embed polls into your PowerPoints. Also, we’ll feature the Poll Everywhere competition feature. This session will provide everything you need to be up to speed using Poll Everywhere.

Register here: https://zoom.us/webinar/register/WN_ZuR52EzMTFeskde_UopiQA

Webinar: Options for Writing on Your Screen

Do you want to be able to write on your screen for your online videos and webinars? Wendy Tietz (Kent State University), Jennifer Cainas (University of South Florida), and Tracie Miller-Nobles (Austin Community College) will be hosting a 30-minute webinar on Friday, March 20, 11-11:30 am (Eastern) to discuss different options for writing on your screen.

Title: Options for Writing on Your Screen

Date/time: Friday, March 20, 11 – 11:30 am (Eastern)

  • Description: Do you want to be able to write on your screen for your online videos and webinars? Join us for a 30-minute webinar on Friday, March 20, at 11 am (Eastern) to learn about different types of options for writing on your screen. Join Wendy Tietz, Jennifer Cainas, and Tracie Miller-Nobles as we talk about how to write on your screen during webinars and videos.

Stay calm and teach on!

Wendy, Jennifer, and Tracie

Webinar: Polling Options for Online Classes

Want to create student engagement in your online classes? Consider creating polls for your students to participate in. Wendy Tietz (Kent State University), Jennifer Cainas (University of South Florida), and Tracie Miller-Nobles (Austin Community College) will be hosting a 30-minute webinar on Thursday, March 19, 3-3:30pm (Eastern) to discuss different polling options for online courses.

Title: Polling Options for Online Classes

Date/time: Thursday, March 19, 3 – 3:30 pm (Eastern)

  • Registration link: https://zoom.us/webinar/register/WN_KkBhpPB6Q7m09GFSU7LxeA
  • Description: Looking to increase student engagement in your online courses? Consider creating polls. Join us for a 30-minute webinar on Thursday, March 19, at 3 pm (Eastern) to learn about different types of polling options. Join Wendy Tietz, Jennifer Cainas, and Tracie Miller-Nobles as we talk about how to create polls for your online courses.

Stay posted for more webinar announcements – we will be hosting one webinar each day this week.

Wendy, Jennifer, and Tracie