New data analytics case for introductory managerial accounting available – KAT Insurance!

In addition to the data analytics case we posted last week for introductory financial accounting, we have also developed a case, using the same KAT Insurance Company data set, for introductory managerial accounting. The three of us who teach introductory accounting (Wendy Tietz, Jennifer Cainas, and Tracie Miller-Nobles) developed a KAT Insurance case to introduce data analytics in the introductory managerial accounting course. This case uses real-life insurance company data that has been anonymized and simplified. The case itself is a one-page case and is designed to be able to be completed in 30 – 40 minutes with each software tool (Excel, Power BI, and Tableau.)

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This case teaches students how to drill-down into a company’s sales data, gaining a deeper understanding of the company’s sales, variable costs, and contribution margin, and how this information can be used for decision-making. Students will use Excel, Power BI, and/or Tableau to analyze the sales transactions for an insurance company. Students will first have to find and correct errors in the data set. Students then will use various techniques to analyze the case. Step-by-step tutorial videos will guide students through the Excel, Power BI, and Tableau portions of the case analysis. This case will introduce the student to data analytics topics including data cleansing, data dictionaries, and data visualizations.

***You can obtain the Instructor Guide for the KAT Insurance Managerial Accounting case by requesting it at this link.***

Several resources have been developed for this case to make it easy to integrate into introductory managerial accounting courses. Read on for the resources that have been developed and for information on how to request the case and related resources.

What’s included

The following resources are available for this case and are included or linked in the Instructor Guide for the KAT Insurance Managerial Accounting case:

  1. Case (one-page Word handout)
  2. Student guide (Word)
  3. General learning objectives for the overall case
  4. Specific learning objectives (related to specifically to Excel, Power BI, and Tableau)
  5. Data sets containing 65,000+ records (4 versions: A, B, C, and D)
  6. 24-record tutorial data set
  7. Step-by-step tutorial video (close captioned)
  8. Scripted tutorial video slides (pdf)
  9. Editable grading rubric (Word document in Appendix A)
  10. Multiple-choice questions with solutions for each of the four data sets Excel solution files
  11. Optional video assignment instructions

How to obtain case materials

***You can obtain the Instructor Guide for the KAT Insurance Managerial Accounting case by requesting it at this link.***

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 Instructor Guide contains links to all the resources listed above. We do ask that you not share the Instructor Guide with students. Please do not post the solutions to the case on Blackboard, Canvas, or any other Learning Management System. Also, please do not post the Instructor Guide or the solutions on any web site. (Thank you in advance for helping to maintain the academic useful life of the materials.)

Again, you can obtain the Instructor Guide for the KAT Insurance Managerial Accounting case by requesting it at this link.

We hope you and your students find value in this data analytics case for introductory managerial accounting. Please share any feedback with us about your experiences in using the case. Enjoy! Also, remember that we also have KAT Insurance case for introductory financial accounting (see link.)


Wendy M. Tietz, PhD, CPA, CMA, CSCA

 Jennifer M. Cainas, DBA, MAcc, CPA

Tracie L. Miller-Nobles, CPA


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