A financial statement analysis mini-dashboard for a quick data analytics exercise

dashboard
Access the dashboard at this link.

Looking for a quick data analytics exercise for financial statement analysis in an introductory accounting class? You can give your students the link for this financial statement analysis dashboard and then ask a series of questions. There is no software for students to install; the dashboard is hosted on Tableau Public and can be accessed by anyone with the link to the mini-dashboard. There is also a quick video about using mini-dashboards in Tableau Public – that mini-dashboard intro video is available at this link.

To get you started on the kinds of questions you can ask with this financial statement analysis mini-dashboard, here are some ideas:

  1. What is the current ratio for <insert company name here> for <insert year here>?
  2. What is the quick ratio for <insert company name here> for <insert year here>?
  3. What is the debt ratio for <insert company name here> for <insert year here>?
  4. What is the times-interest-earned ratio for <insert company name here> for <insert year here>?
  5. What is your overall assessment of the financial condition of <insert company name here> based on the ratios given here?

I have made several of these mini-dashboards and have found that they are a quick and easy way to insert some data analysis into an introductory accounting course. More of these mini-dashboards are coming soon (I posted one for managerial accounting a couple of weeks ago.) I hope you find them useful.

Wendy

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 “A financial statement analysis mini-dashboard for a quick data analytics exercise”

  1. Where is the link? “You can give your students the link for this financial statement analysis dashboard and then ask a series of questions.”

    • Dr. Wendy Tietz, CPA, CMA, CSCA, CGMA Reply April 29, 2022 at 8:18 pm

      The link is in the first paragraph- and it is under the image of the dashboard (right below that image.)

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