Tag: job costing

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

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

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

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.