ACCT2346: You will analyse financial statements and visualise in Excel, find a dataset for use in your data analytics and visualisation using Tableau or Power BI: Accounting Data Analytics and Visualisation, Assignment, SIM, Singapore

Overview

This final Assessment 3 – Part A (30%) has three sections (see below). In this assessment, you will analyse financial statements and visualise in Excel, find a dataset for use in your data analytics and visualisation using Tableau or Power BI as an aid to write a story, and then present that story to nominated audience using a 3-minute video recording. This assessment will measure your ability as per the marking criteria described below. A rubric is provided as a general guide.

– Section 1: By using your learning throughout the course you will undertake financial statement data analytics and visualisations tasks in Excel. Dataset is provided.

– Section 2: By collecting own dataset you will prepare four (4) visualisations and a dashboard with two interactive features in Tableau or Power BI (your choice), describe the dataset as per assessment requirements, and write a short story using the visualisations, dashboard and narratives.

– Section 3: By recording a 3-minute video presentation you will tell the story from Section 2.

Assessment Details 

 Section 1 :

Dataset is provided to you (see bellow). Use your learning throughout the course to undertake financial statement data analytics and visualisations in Excel. Undertake vertical and horizontal analysis of financial statements by preparing a Pivot table, an interactive/dynamic dashboard with visualisations (e.g., sparklines). You must submit your Excel file with answers to the assessment requirements and questions.

Overview

Create a dynamic financial statement analysis where values are pulled from a set of financial facts based on a company ticker.

Assessment Instructions & Criteria

To create a dynamic spreadsheet, you must first create a PivotTable (Excel) from the dataset and then create simple horizontal and vertical analysis with Sparklines to answer the following questions. For Section 1 you need to submit your Excel file with the answers to the following questions:

Question 1. Submit your excel file with the PivotTable. (2 marks)

Question 2. Submit your excel file with horizontal and vertical analysis with sparklines. (2 marks)

Question 3. Show the Net Income value for DIS & BAC in 2020 (Round to the nearest million dollars.) (1.5 mark)

Question 4. Show the Net Income value for KO & ORCL in 2020 (Round to the nearest million dollars.) (1.5 mark)

Question 5. Show the value of [Current Assets] or Assets Current for SBUX & SO in 2020 (Round to the nearest million dollars.) (1 mark)

Question 6. Show the direction of the cost of revenue trending for TXN & COF. (1 mark)

Question 7. Show (in which of the three years analysed) in which year the operating expense highest as a percentage of revenue for DD & UPS? (1 mark)

Download Dataset:

Lab 8-1 SP100 Facts and Script.zip – 601KB Zip / 607KB Excel / 18KB Text
Lab 8-2 SP100 Facts Pivot

Note: If you have difficulty in download the data from here, please download from Assessment 3 Part A.

– Section 2 :

You must collect your own dataset for this Section 2.  You need to describe the dataset by answering a few questions (see assessment instructions/requirements below), need to prepare FOUR (4) visualisations and a dashboard with  two (2) interactive features in Tableau or Power BI, and write a short story from the analysis and visualisations. You can choose your story based on the dataset and visualisations as long as there is an accounting (aspect) variable in your story.

Accounting must be present in one of your visualisations and in your narrative story. You may link accounting (from any domain of accounting such as managerial, financial, audit, and taxation) with issues of sustainability, ESG, SDGs, climate change, environmental management, accounting profession, and other broader social, environmental and business/corporate issues for your storytelling.

Think about what interesting story you can tell with the analytics and visualisations from you dataset. Submit a written story with four (4) visualisations along with the answers to the Section 2 questions in a word document as well as your Tableau or Power BI workbook.

Overview

This section of the assessment task requires you to prepare a visualization storytelling report which includes four (4) visualisations from Tableau or Power BI using a publicly available dataset (e.g. ABS, Worldbank etc) that you collected. The detailed description of this task is provided below where you need to demonstrate understanding of accounting data analytics and visualisations concepts covered in this course. Please provide a 700 word (+/- 10%) narrative that explores your question and shares a story that will benefit your audience.

Assessment Instructions

Please include the following sections (note: visualisations and reference list do not count toward word count).  

Introduction and Background.  Discuss, in brief, your motivation for this dataset. Give context and relevance. What questions do you want to answer? How will your project benefit others?
Datasets. Describe the dataset(s) that you are using (you need collect at least one dataset). For the dataset include:

Who collected the data?  Who funded the project that the data came from? Other important information about the dataset?
Why was the data created and for what purpose?
What is the timeline or lineage of the data?
Define and describe the variables included in the dataset.
How large is the dataset (cases, how many and what are the variables)?
What locations are included in the dataset?
Describe how the datasets will help you achieve your goals/questions that posed in your introduction, including any limitations.

– Section3:

Stories provide the meaning behind the data analytics and visualisation. Presentations make stories more meaningful and insightful. For this assessment task, you can have a bit of fun creating a 3-minute video clip for a target audience of board of directors and senior executives. For this Section, submit a 3-minute video about your story based on the with data analytics and visualisations from Section 2 of this assessment but do not just repeat what you have written in Section 2. See below for more information and guidance.

Overview

Continuing from Section 2 (above), you are now required to present your data analytics and visualisation story to the board of directors and senior executives. Here, pitching to the appropriate audience becomes crucial, and this presentation must adopt suitable business presentation acumen and visualisation storytelling techniques to explain how your data analytics and visualisations using Tableau or Power BI address the question or problem. You need to focus on at least one aspect of accounting and its role in your story or the solution that you are proposing to address the question or problem that you wanted to answer or solve in Section 2.

Assessment Details

After having successfully submitted your data analytics and visualisations story to your manager (Section 2), you now have the approval to present your work to your firm’s board of directors and senior executives for their consideration. Whilst being highly knowledgeable in their business domain, many members of the board and senior management team might not have the knowledge to grasp the technical aspects of your dataset, analytics, and visualisations; what they care about is for the data and insights to be presented in a succinct, digestible, and engaging manner using a 3-minute video presentation. They want to clearly identify the actionable insights which support their decision making regarding the question or problem that you set for your project in Section 2.

Assessment Instructions

To be successful in this assessment you will record a 3-minute video or vodcast. Feel free to use presentation slides with accompanying visuals. Your presentation should be pitched to the appropriate audience and address the
question(s) or business problem(s) that you have identified and provided a narrative story in Section 2. You will incorporate your visualisations(s) into a cohesive narrative, using elements of storytelling and presentation to create an engaging presentation which demonstrates actionable insights for the board of directors and senior executives.

Assessment Criteria

This assessment will measure your ability to:
• Pitch your story to the appropriate audience (2 marks)
• Craft evidence-based video narratives that meet the needs and requirements of target audience (3 marks)
• Apply suitable storytelling techniques to present an engaging presentation (3 marks)
• Produce a quality presentation (2 marks)

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