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 where to find them. Remember that these projects include step-by-step tutorial videos, data sets, discussion questions, and more! All projects are free for you and your students to use. Please maintain the academic integrity of these projects – do not post the instructor guide/solutions or share solutions with students.

Give me about 5 – 8 days to respond to your request for instructor materials (I generally process these requests about once a week). Check your Spam folder for my response if you do not see my email response to your request within 5 – 8 days.

Please use these cases as you see fit – and please share any feedback you have. Thank you!

Project name Accounting topic(s) Software tool(s) More details Instructor materials request form
Financial Accounting:        
KAT Insurance Sales transaction analysis Excel, Power BI, Tableau Link Link
City of Somerville Transaction analysis Excel Link Link
Hula Hut Burgers Fixed asset analysis Excel Link Link
Cabinet Accessories Company Gross profit analysis Excel Link Link
Managerial Accounting:
KAT Insurance Budgeting and performance evaluation Excel, Power BI, Tableau Link Link
City of Somerville Contribution margin, segment margin Excel Link Link
Cabinet Accessories Company Contribution margin analysis Excel Link Link


About Dr. Wendy Tietz, CPA, CMA, CSCA, CGMA

Dr. Wendy Tietz is a professor of accounting at Kent State University in Kent, Ohio, USA. She is also a textbook author with Pearson Education.

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