Category: Managerial Accounting

Financial statement analysis for Jubilee Company using Tableau

jcainas2 Comments

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

Tracie Miller-NoblesLeave a comment

This week we (Wendy Tietz, Jennifer 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

Tracie Miller-NoblesLeave a comment

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

Tracie Miller-Nobles2 Comments

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

Webinar: Video Recording Options

Tracie Miller-NoblesLeave a comment

Need help in creating video recordings for your course? Interested in learning about different video recording options? 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 Wednesday, March 18, 11-11:30am (Eastern) to discuss different video recording options. 

Title: Video Recording Options

Date/time: Wednesday, March 18, 11 – 11:30 am (Eastern)

  • Registration link: https://zoom.us/webinar/register/WN_Dim13bxJT_ugzEbJSs6Uvw
  • Description: Need help in creating video recordings for your “new” online courses? Join us for a 30-minute webinar on Wednesday, March 18, at 11 am (Eastern) to learn about different types of video recording options. Join Wendy Tietz, Jennifer Cainas, and Tracie Miller-Nobles as we talk about how to create videos for your courses.

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

Wendy, Jennifer, and Tracie

Strategies for giving exams online webinar recording available

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

Over the past few days, I have gotten a lot of requests for the recording of the webinar that Jennifer Cainas and I hosted on Friday, March 15, about various strategies for giving exams online. You can find that recording at this link. You can also download the slides for the webinar at this link. 

I hope you find the ideas for online exams to be helpful. Remember….be flexible, be kind, be consistent, and be calm. We are in this together.

Wendy

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

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

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.

 

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

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

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 margin, contribution 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.

Data analytics project: Budgeting and performance evaluation for introductory managerial accounting using the City of Somerville, MA, online checkbook data set

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

This project covers budgeting and performance evaluation in introductory managerial accounting and uses Excel.

Overview of this project

This project uses the transaction data from the City of Somerville, Massachusetts, which posts its checkbook online for public use. 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. In addition, the student will create a pivot chart. The student will also prepare a budget variance report, using the information from a pivot table, and will analyze the variances.

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. (There is a separate request form for each project.) Once I verify your status as an instructor, I will email the file to you 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.

KAT Insurance: Data analytics case for introductory managerial accounting

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

In addition to the data analytics case we posted last week for introductory financial accounting, we have also developed a case, using the same KAT Insurance Company data set, for introductory managerial accounting. The three of us who teach introductory accounting (Wendy Tietz, Jennifer Cainas, and Tracie Miller-Nobles) developed a KAT Insurance case to introduce data analytics in the introductory managerial accounting course. This case uses real-life insurance company data that has been anonymized and simplified. The case itself is a one-page case and is designed to be able to be completed in 30 – 40 minutes with each software tool (Excel, Power BI, and Tableau.)

This case teaches students how to drill-down into a company’s sales data, gaining a deeper understanding of the company’s sales, variable costs, and contribution margin, and how this information can be used for decision-making. Students will use Excel, Power BI, and/or Tableau to analyze the sales transactions for an insurance company. Students will first have to find and correct errors in the data set. Students then will use various techniques to analyze the case. Step-by-step tutorial videos will guide students through the Excel, Power BI, and Tableau portions of the case analysis. This case will introduce the student to data analytics topics including data cleansing, data dictionaries, and data visualizations.

***You can obtain the Instructor Guide for the KAT Insurance Managerial Accounting case by requesting it at this link.***

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.

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 KAT Insurance resources. Thank you!)

Several resources have been developed for this case to make it easy to integrate into introductory managerial accounting courses. Read on for the resources that have been developed and for information on how to request the case and related resources.

What’s included

The following resources are available for this case and are included or linked in the Instructor Guide for the KAT Insurance Managerial Accounting case:

  1. Case (one-page Word handout)
  2. Student guide (Word)
  3. General learning objectives for the overall case
  4. Specific learning objectives (related to specifically to Excel, Power BI, and Tableau)
  5. Data sets containing 65,000+ records (4 versions: A, B, C, and D)
  6. 24-record tutorial data set
  7. Step-by-step tutorial video (close captioned)
  8. Scripted tutorial video slides (pdf)
  9. Editable grading rubric (Word document in Appendix A)
  10. Multiple-choice questions with solutions for each of the four data sets Excel solution files
  11. Optional video assignment instructions

How to obtain case materials

***You can obtain the Instructor Guide for the KAT Insurance Managerial Accounting 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 Guide. 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.

The Instructor Guide contains links to all the resources listed above. We do ask that you not share the Instructor Guide with students. Please do not post the solutions to the case on Blackboard, Canvas, or any other Learning Management System. Also, please do not post the Instructor Guide or the solutions on any web site. (Thank you in advance for helping to maintain the academic useful life of the materials.)

Again, you can obtain the Instructor Guide for the KAT Insurance Managerial Accounting case by requesting it at this link.

We hope you and your students find value in this data analytics case for introductory managerial accounting. Please share any feedback with us about your experiences in using the case. Enjoy! Also, remember that we also have KAT Insurance case for introductory financial accounting (see link.)

Sincerely,

Wendy M. Tietz, PhD, CPA, CMA, CSCA

Jennifer M. Cainas, DBA, MAcc, CPA

Tracie L. Miller-Nobles, CPA