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 […]
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Tag Archives: excel
New! Prebuilt Interactive Excel Dashboard project for introductory managerial accounting available
February 8, 2021 
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This new case has students use a prebuilt interactive Excel dashboard to analyze a company’s product contribution margins and segment margins. This dashboard is ready for students to use; students will view a tutorial video about the case, read the instructions, and use the Excel dashboard to answer the case questions. The case will take, […]
Continue readingNew! Constructing an Interactive Excel Dashboard project for introductory financial accounting available
January 13, 2021 0 Comments
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 […]
Continue readingNew! Prebuilt Interactive Excel Dashboard project for introductory financial accounting available
January 12, 2021 5 Comments
This new case has students use a prebuilt interactive Excel dashboard to analyze sales transactions. This dashboard is ready for students to use; students will view a tutorial video about the case, read the instructions, and use the Excel dashboard to answer the case questions. The case will take, on average, 15 – 20 minutes […]
Continue readingUse Mail Merge in Word with an Excel file to personalize communications
October 10, 2019 3 Comments
Rather than sending out one generic email to students, why not personalize the email for each student? It is easy to insert the student’s name and other information into the email through Word’s Mail Merge feature with an Excel file containing the student name, email, and other information. I have recorded a quick tutorial video […]
Continue readingNEW! Data analytics project: Contribution margin analysis and segment margins for introductory managerial accounting
January 5, 2019 2 Comments
This blog post contains a data analytics project that is suitable for introductory managerial accounting. The student uses Excel to analyze a data set that contains more than 48,000 records. The data analytics project can be assigned in the course once the concepts of contribution margin, contribution margin ratio, and segment margins reviewed. Overview of […]
Continue readingRecap of all data analytics projects available
January 4, 2019 0 Comments
Hello! I have posted a few data analytics projects here on my blog and thought it might be useful as the semester starts to post the links in one post. (Heads up: I will be posting a new managerial accounting data analytics case within the next week too!) Here goes: Project 1: Transaction analysis for […]
Continue readingA recap of the Excel data analytics project blog posts
August 19, 2018 0 Comments
Hello! I have posted a few data analytics projects here on my blog and thought it might be useful as the semester starts to post the links in one post. Here goes: Project 1: Transaction analysis for Introductory financial accounting using the City of Somerville, MA, online checkbook data set (link) Project 2: Budgeting and […]
Continue reading7 Excel projects for your managerial accounting course
August 19, 2018 0 Comments
Ready or not, welcome to the fall semester! I thought I would repost this information as you are getting ready to kick off the new semester. If you teach managerial accounting, you may want to look at Dr. Karen Braun’s Excel projects for managerial accounting. She has created seven Excel projects on various topics in […]
Continue readingData analytics project: Gross profit analysis for introductory financial accounting
August 3, 2018 4 Comments
This blog post contains a data analytics project that is suitable for introductory financial accounting. The student uses Excel to analyze a data set that contains more than 48,000 records. The data analytics project can be assigned early in the course once the concept of gross profit is reviewed. Overview of project This project uses […]
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