KAT Insurance: Data Analytics Cases for Introductory Accounting Using Excel, Power BI, and/or Tableau

Abstract

KAT Insurance Corporation (KAT) presents two independent data analytics cases for introductory financial and managerial accounting courses, using four datasets based on anonymized real-life data (over 65,000 sales records from a national insurance company). The cases introduce students to data cleansing, data dictionaries, and data visualization topics through analysis of sales and/or cost records. The cases use Excel, Power BI, and/or Tableau for students to learn different emerging technologies and develop students' technological agility, addressing the AACSB's Accounting Accreditation Standard 5 and AICPA Accounting Competencies. Over 2,700 students have successfully completed at least one of the cases, and few students had any prior experience with Power BI and/or Tableau. Students surveyed felt their skills improved as a result of the projects, which highlights the relevance and need for this instructional resource that is designed with both accounting instructors and students in mind.