ACCT 4550 – Accounting Data Analytics
Homework #4
Instructions: This assignment is based on the Project Chapter 10 in your textbook (Question Set 2 on page 401.) Please complete the assignment using Tableau, and create a story in your Tableau file using visuals you created, and provide answers/explanations for each visual in the Tableau story. Submit your Tableau document in “twbx” format to the “HW4” folder under the Assignments tab of D2L. Follow this naming convention for your files: “HW4-ACCT4550-FirstNameLastName.twbx”. Example “HW4-ACCT4550-SunayMutlu.twbx”.
Assignment Description: You are asked to analyze data in the procure-to-pay (P2P) or purchasing cycle to evaluate purchasing activity. The data has already been cleaned and converted to mimic the audit data standard format. The “P2P.twbx” file posted under the “HW4” folder includes all the datasets required for analysis. Please see Exhibit 10-3 on page 401 to study the relationships between tables. Complete the following requirements. Use one Tableau worksheet for each requirement.
Required:
1- Tabulate total purchases across time, showing quarters with highest and lowest purchases. In the same sheet, show the total purchases during the year. (15 points)
2- Identify top 5 suppliers based on total purchases. Create a parameter for the user to change top the number of top suppliers (e.g. Top N suppliers). In your visual, give the user the option to expand/collapse the rest of the suppliers to compare to the top N suppliers. (25 points)
Hint: See our in-class activity posted on Class #20 folder in D2L.
3- Create a simple text table showing each supplier with their invoices. Your table should show outstanding balance of each invoice (i.e. A/P balance at invoice level), and the age of each invoice. (20 points)
4- Identify outlier suppliers in terms of total purchases. Your audit manager says “Any supplier beyond 2 standard deviations of the mean purchase amount is considered an outlier.” (25 points)
Hint: See our in-class activity posted on Class #21 folder in D2L.
5- As the auditor, you expect each supplier invoice to be tied to a purchase order. Identify problematic supplier invoices based on this rule. Show their balances and ages, if any. (15 points)
https://drive.google.com/file/d/1Q_tjKj38OsXU5OX_K…
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