New! Google Sheets data analytics case for introductory financial accounting available – Kent Cabinet Hardware

screenshot of tutorial starting slide

This new case is designed to be completed using Google Sheets. The case can be completed by students using Chromebooks. I am really excited to be able to share this case – it is the first one I have created that uses Google Sheets as the software. Read on for details….

Data set background

This dataset represents sales and cost data for a fictitious company, Kent Cabinet Hardware (KCH), covering a four-year period. KCH sells cabinet hardware including knobs and pulls. In the project, students will calculate the net impact on retained earnings each year from the sales and cost data. Students will also calculate the gross profit from a set of sales data and analyze how that sales and cost data can be viewed from the perspective of the region, product line, etc.

This project has students start by watching a tutorial on how to do specific tasks in the case using a small data set in Google Sheets and then apply those skills to the larger data set. Students are guided step by step in the tutorial video to clean the data, create pivot tables and charts, and other tasks. The project takes, on average, about 30 – 45 minutes to complete.

Learning objectives

  1. Find and correct errors in a data set (clean the data)
  2. Add columns containing formulas to a data set
  3. Create a pivot table in Google Sheets
  4. Create a pivot chart in Google Sheets
  5. Analyze sales data using a pivot table and a pivot chart
  6. Determine the net impact on retained earnings using data from a pivot table
  7. Create a calculated field in a pivot table
  8. Sort a pivot table by stated criteria
  9. Interpret findings from a pivot table

The case materials are designed to be completed independently by students. You do not need to cover the case during class time. You can download the student case at this link.

***You can request the Teaching Notes for this KCH Financial Accounting Google Sheets case by filling out the form at this link.***

Give me about 5 – 8 days to respond – but check your Spam folder for the email if you do not see my email within that approximate time frame. (You may want to add drwendytietz@gmail.com to your Safe Senders list. Please don’t send an email to email address – that is an email address used solely for distributing instructor resources. Thank you!) 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.

The case and related teaching notes include the following:

  • Case (Word document)
  • Data sets containing 28,000+ records (2 versions: A and B)
  • Step-by-step tutorial video (close captioned)
  • Scripted tutorial video slides (pdf)
  • Selected checking figures for each data set
  • Optional video assignment instructions (for Screencastify and Screencast-O-Matic)

II hope you and your students find value in this Google Sheets data analytics case for introductory financial accounting. Please share any feedback with me about your experiences in using the case. Enjoy and happy learning!

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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