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

Note from Wendy: This case is the fourth of the four interactive Excel dashboard cases I created around the Jubilee Superstores data set – so if you have been following this blog, you have already seen the prebuilt dashboard in financial accounting project, the constructing a dashboard project for financial accounting, and the prebuilt dashboard in managerial accounting project.

This new case has students build an interactive Excel dashboard to analyze a company’s product contribution margins and segment margins. Students will view tutorial videos for each of the six sections in the project and will use their dashboard to answer the case questions. The case will take students, on average, 90 – 120 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 (and the other three interactive Excel dashboard projects I posted earlier this year); 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 profitability data, gaining a deeper understanding of the company’s contribution margin and how this information can be used for managerial accounting and decision-making.  Students will use Excel to build an interactive dashboard to analyze product contribution margins. The project is divided into six 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 six 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 will describe those resources (see the link later in this post to request the teaching notes.)

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:

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 videos 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 managerial 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

A week or two ago, 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 build the dashboard in Excel. (The project is linked at the beginning of this blog post.)

I hope you and your students find value in this interactive Excel dashboard data analytics case for introductory managerial 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.

2 Responses to “New! Constructing an Interactive Excel Dashboard project for introductory managerial accounting available”

  1. Where can I find the dataset to work on please?

    • Dr. Wendy Tietz, CPA, CMA, CSCA, CGMA Reply October 14, 2021 at 8:23 am

      Hi! There is a link in the post where you fill it out to have the instructor materials emailed to you:) Fill that out and you will receive the instructor materials within a week (check your spam folder.)

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