使用数据分析评估收入驱动因素：使用Microsoft Power Pivot和Power BI的介绍性案例研究

IF 1 Q3 BUSINESS, FINANCE

ISSUES IN ACCOUNTING EDUCATION Pub Date : 2022-05-09 DOI:10.2308/issues-2021-057

Theresa Libby, J. Schwebke, Paul M. Goldwater

{"title":"使用数据分析评估收入驱动因素：使用Microsoft Power Pivot和Power BI的介绍性案例研究","authors":"Theresa Libby, J. Schwebke, Paul M. Goldwater","doi":"10.2308/issues-2021-057","DOIUrl":null,"url":null,"abstract":"This case introduces students to a big-box chain of home improvement stores with locations across the United States. In the role of a data analyst for the company, students will help the new CFO to understand the non-financial drivers of revenue in this retail chain. In addition, students will create a “dashboard” visual that allows the CFO to evaluate the performance of each store manager by date and by state and by store number. Ten years of data created specifically for this project, including revenue by store and data to create four non-financial performance measures at the store level are available in a Microsoft Access database. Students analyze this data using Excel Power Pivot and/or Power BI and summarize their findings in a visual and written report.","PeriodicalId":46324,"journal":{"name":"ISSUES IN ACCOUNTING EDUCATION","volume":null,"pages":null},"PeriodicalIF":1.0000,"publicationDate":"2022-05-09","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"2","resultStr":"{\"title\":\"Using data analytics to evaluate the drivers of revenue: An introductory case study using Microsoft Power Pivot and Power BI\",\"authors\":\"Theresa Libby, J. Schwebke, Paul M. Goldwater\",\"doi\":\"10.2308/issues-2021-057\",\"DOIUrl\":null,\"url\":null,\"abstract\":\"This case introduces students to a big-box chain of home improvement stores with locations across the United States. In the role of a data analyst for the company, students will help the new CFO to understand the non-financial drivers of revenue in this retail chain. In addition, students will create a “dashboard” visual that allows the CFO to evaluate the performance of each store manager by date and by state and by store number. Ten years of data created specifically for this project, including revenue by store and data to create four non-financial performance measures at the store level are available in a Microsoft Access database. Students analyze this data using Excel Power Pivot and/or Power BI and summarize their findings in a visual and written report.\",\"PeriodicalId\":46324,\"journal\":{\"name\":\"ISSUES IN ACCOUNTING EDUCATION\",\"volume\":null,\"pages\":null},\"PeriodicalIF\":1.0000,\"publicationDate\":\"2022-05-09\",\"publicationTypes\":\"Journal Article\",\"fieldsOfStudy\":null,\"isOpenAccess\":false,\"openAccessPdf\":\"\",\"citationCount\":\"2\",\"resultStr\":null,\"platform\":\"Semanticscholar\",\"paperid\":null,\"PeriodicalName\":\"ISSUES IN ACCOUNTING EDUCATION\",\"FirstCategoryId\":\"1085\",\"ListUrlMain\":\"https://doi.org/10.2308/issues-2021-057\",\"RegionNum\":0,\"RegionCategory\":null,\"ArticlePicture\":[],\"TitleCN\":null,\"AbstractTextCN\":null,\"PMCID\":null,\"EPubDate\":\"\",\"PubModel\":\"\",\"JCR\":\"Q3\",\"JCRName\":\"BUSINESS, FINANCE\",\"Score\":null,\"Total\":0}","platform":"Semanticscholar","paperid":null,"PeriodicalName":"ISSUES IN ACCOUNTING EDUCATION","FirstCategoryId":"1085","ListUrlMain":"https://doi.org/10.2308/issues-2021-057","RegionNum":0,"RegionCategory":null,"ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"Q3","JCRName":"BUSINESS, FINANCE","Score":null,"Total":0}

引用次数: 2

摘要

这个案例向学生介绍了一家遍布美国的大型家居装饰连锁店。作为公司的数据分析师，学生将帮助新任首席财务官了解这一零售链中收入的非财务驱动因素。此外，学生将创建一个“仪表板”视觉效果，使CFO能够按日期、状态和门店编号评估每位门店经理的绩效。Microsoft Access数据库中提供了专门为该项目创建的十年数据，包括商店收入和在商店级别创建四个非财务绩效指标的数据。学生使用Excel Power Pivot和/或Power BI分析这些数据，并在视觉和书面报告中总结他们的发现。

本文章由计算机程序翻译，如有差异，请以英文原文为准。

查看原文本刊更多论文

Using data analytics to evaluate the drivers of revenue: An introductory case study using Microsoft Power Pivot and Power BI

This case introduces students to a big-box chain of home improvement stores with locations across the United States. In the role of a data analyst for the company, students will help the new CFO to understand the non-financial drivers of revenue in this retail chain. In addition, students will create a “dashboard” visual that allows the CFO to evaluate the performance of each store manager by date and by state and by store number. Ten years of data created specifically for this project, including revenue by store and data to create four non-financial performance measures at the store level are available in a Microsoft Access database. Students analyze this data using Excel Power Pivot and/or Power BI and summarize their findings in a visual and written report.

求助全文

通过发布文献求助，成功后即可免费获取论文全文。去求助

来源期刊

ISSUES IN ACCOUNTING EDUCATION BUSINESS, FINANCE-

CiteScore

2.60

自引率

33.30%

发文量

期刊介绍： The mission of Issues in Accounting Education is to publish research, commentaries, instructional resources, and book reviews that assist accounting faculty in teaching and that address important issues in accounting education. The journal will consist of two major sections, “Research and Commentary” and “Instructional Resources”.