Use Mail Merge in Word with an Excel file to personalize communications

Rather than sending out one generic email to students, why not personalize the email for each student? It is easy to insert the student’s name and other information into the email through Word’s Mail Merge feature with an Excel file containing the student name, email, and other information. I have recorded a quick tutorial video […]

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Summary of seven data analytics projects for introductory accounting

There has been a lot of interest in the data analytics cases for introductory accounting that have been posted on this blog. I am providing a summary of the seven data analytics cases and related links in the table below to make it more convenient to see, at a glance, what projects are available and […]

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New data analytics case for introductory managerial accounting available – KAT Insurance!

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 […]

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New data analytics case for introductory financial accounting available – KAT Insurance!

The demand for business graduates with data analytics skills has exploded, while the tools and techniques are continuing to evolve and change at a rapid pace. Three of us who teach introductory accounting (Wendy Tietz, Jennifer Cainas, and Tracie Miller-Nobles) have joined forces to develop a case to introduce data analytics in the introductory financial […]

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How will Levi Strauss & Co’s initial public offering affect the company?

Levi Strauss & Co., the long-time maker of blue jeans, is planning its initial public offering (IPO) in early 2019. The company is hoping to raise between $500 – $800 million from its IPO. Levi Strass has been privately-held since 1996 after Levi Strauss’ descendants bought out the company. Levi Strauss, the founder, started the […]

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How will Walmart’s use of robots change its break even point?

Walmart (WMT) is robotic janitors in some of its stores. Walmart has purchased several Autonomous Cleaner (Auto-C) robots from Brain Corporation. An Auto-C robot looks like a Zamboni, the machine used to clean ice rinks. The robots scrub floors and clean store aisles. Sensors in the robots allow them to navigate around customers and other […]

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7 Excel projects for managerial accounting

Welcome to the spring semester! I thought I would repost this information as you are getting ready to kick off the new semester. If you teach managerial accounting, you may want to look at Dr. Karen Braun’s Excel projects for managerial accounting. She has created seven Excel projects on various topics in managerial accounting, complete […]

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How would Uber’s balance sheet be impacted by its $2 billion bond issuance?

Uber Technologies Inc. issued $2 billion of bonds in October 2018. The total bond issuance included $500 million of five-year bonds with a 7.5% coupon and $1.5 billion of eight-year bonds with an 8% coupon. This bond issuance is Uber’s first bond offering, but it has taken out loans with private investors totaling $2.65 billion […]

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NEW! 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 margin, contribution margin ratio, and segment margins reviewed. Overview of […]

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Recap of all data analytics projects available

Hello! I have posted a few data analytics projects here on my blog and thought it might be useful as the semester starts to post the links in one post. (Heads up: I will be posting a new managerial accounting data analytics case within the next week too!) Here goes: Project 1: Transaction analysis for […]

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