New! Constructing an Interactive Excel Dashboard project for introductory financial accounting available

In this new case, students build an interactive Excel dashboard to analyze sales transactions. Students will view tutorial videos for each of the five sections in the project and will use their dashboard to answer the case questions. The case will take students, on average, 60 – 90 minutes to complete. The Teaching Notes for this case will provide additional information about class use for this case (see below for a link to request the teaching notes.) I am really excited about this project; the dashboard in Excel is really useful and this project helps to develop useful Excel and analysis skills.

Overview

This interactive Excel dashboard project shows students how to drill-down into a company’s sales data, gaining a deeper understanding of the company’s sales and how this information can be used for financial accounting and decision-making.  Students will use Excel to build an interactive dashboard to analyze sales transactions. The project is divided into five sections, allowing for flexibility for use during class and outside of class. Students will first have to find and correct errors in the data set. Students then will create the interactive dashboard and will draw conclusions based on these results. Step-by-step tutorial videos will guide students through the five tutorial sections to build the interactive Excel dashboard. Several resources have been developed for this case to make it easy to integrate into courses; the Teaching Notes describe those resources.

Background

This Jubilee Superstores data set is based on retail sales transactions. The data set contains more than 1,000 sales transaction records for two years. Each sales record contains information on product, region, division, and more. All data and names are fictitious.

Case learning objectives

After completing this case, students will be able to:

  1. Clean the data in a data set by analyzing an Excel pivot table
  2. Create and format pivot tables and charts
  3. Apply various Excel functions including XLOOKUP, SUMIFS, and MAX
  4. Create slicers to filter pivot table data
  5. Create dynamic headings
  6. Build an interactive dashboard in Excel
  7. Analyze sales data using the dashboard

Case resources

The following resources are available for this case:

  1. Student case handout
  2. Data sets containing 1,000+ records (2 versions)
  3. Step-by-step tutorial videos (captioned)
  4. Scripted tutorial video slides (pdf)
  5. Excel solution files
  6. Multiple-choice questions with answers for each of the two data sets
  7. Editable grading rubric
  8. Video assignment instructions

Student case handout

The student case handout provides background on the case and data set. It also contains the requirements for the case and frequently asked questions. The student case handout also provides the instructions for the case, including the links for the tutorial video and the scripted tutorial slides in pdf format. The learning objectives are listed in the student case handout. It also contains the data dictionaries for the data set. You can download the student case at this link.

Requests for the Teaching Notes

***You can request the Teaching Notes for this Constructing an Interactive Excel Dashboard project for introductory financial accounting 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 that 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 I will verify your instructor status prior to sending you the Teaching Notes. I generally send the Teaching Notes within a week after the request; I will contact you if we need additional information to verify your instructor status.

Related interactive Excel dashboard project posted yesterday

Yesterday I posted a related project where students use a prebuilt interactive Excel dashboard to answer a series of questions; I would suggest you assign that project first so that students become familiar with the concept of a dashboard. Then you can assign this project where students built the dashboard in Excel.

I hope you and your students find value in this interactive Excel dashboard data analytics case for introductory financial accounting. Please share any feedback with me about your experiences in using the case. Enjoy and happy learning! Wendy Tietz, wtietz@kent.edu

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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