Overview
Accounting analytics
(Must complete Order-to-Cash Excel document) (Make sure to look at Module 6 Portfolio Excel Document that’s attached) (Make sure to look at Text questions which are attached) (Make sure to view the rubric)
For your portfolio project, you will be creating a case study document based on the data analysis you completed in the Module 6 Portfolio Milestone. Begin by selecting one of the processes that you analyzed: Order-To-Cash (O2C) or Procure-To-Pay (P2P). The work required to complete the project is similar for both processes, so choose the process that most interests you or is most relevant to your professional experience.
- If you selected Order-To-Cash, you will be addressing the four parts of the O2C project beginning on page 502 of the text.
- For Parts 1 – 3 of your chosen process, address each of the objective questions in numbered format, and each of the analysis questions in paragraph format with headings for each of the questions. Be sure to include the visualizations you completed in the Module 6 Portfolio Milestone and refer to them in your analysis. Parts 1 – 3 of the project will assess your ability to analyze your chosen process from a financial (1), managerial (2), and audit (3) perspective.
- Part 4 of the project will assess your ability to apply everything you have learned in this course to create your own analysis. Instead of answering set questions as you did in Parts 1 – 3, you will be creating five new questions of your own and then generating at least three new visualizations to help you in answering those questions.
- Submit your case study in PDF format to ensure that all analysis and visuals are preserved. Your case study should be in APA 7 format with headings as follows:
- Part 1
- Objective Questions
- OQ1: Answer
- OQ2: Answer
- Analysis Questions
- AQ1
- Analysis
- AQ2
- Analysis
- Rubric
- ACT530_M08_PP
| ACT530_M08_PP | ||
| Criteria | Ratings | Pts |
| This criterion is linked to a Learning OutcomeRequirements | 20 to >16.0 ptsMeets ExpectationThe Portfolio includes all of the required components, as specified in the assignment. 16 to >12.0 ptsApproaches ExpectationThe Portfolio includes most of the required components, as specified in the assignment. 12 to >8.0 ptsBelow ExpectationThe Portfolio includes some of the required components, as specified in the assignment. 8 to >0 ptsLimited EvidenceThe Portfolio includes few of the required components, as specified in the assignment. | 20 pts |
| This criterion is linked to a Learning OutcomeParts 1-3 | 60 to >48.0 ptsMeets ExpectationCorrectly and thoroughly addresses each of the object questions in number format, and each of the analysis questions in paragraph format, showing ability to analyze the chosen process from a financial, managerial, and audit perspective. 48 to >36.0 ptsApproaches ExpectationSome significant errors addressing each of the object questions in number format, and each of the analysis questions in paragraph format, showing some ability to analyze the chosen process from a financial, managerial, and audit perspective. 36 to >24.0 ptsBelow ExpectationMajor errors addressing each of the object questions in number format, and each of the analysis questions in paragraph format. Limited ability to analyze the chosen process from a financial, managerial, and audit perspective. 24 to >0 ptsLimited EvidenceFails to demonstrate knowledge of the materials. | 60 pts |
| This criterion is linked to a Learning OutcomePart 4 | 60 to >48.0 ptsMeets ExpectationAccurately creates five relevant questions and generates at least three new visualizations to help answer the questions. 48 to >36.0 ptsApproaches ExpectationSome significant errors in creating five relevant questions and generating new visualizations to help answer the questions. 36 to >24.0 ptsBelow ExpectationMajor errors or omissions in creating five relevant questions and generating new visualizations to help answer the questions. 24 to >0 ptsLimited EvidenceFails to demonstrate knowledge of the materials. | 60 pts |
| This criterion is linked to a Learning OutcomeGrammar and Style | 5 to >4.0 ptsMeets ExpectationStrong sentence and paragraph structure; few or no minor errors in grammar and spelling; appropriate writing style; clear and concise with no unsupported comments. 4 to >3.0 ptsApproaches ExpectationSmall number of significant but not major errors in grammar and spelling; generally appropriate writing. 3 to >2.0 ptsBelow ExpectationInconsistent to inadequate sentence and paragraph development; work needed on grammar and spelling; does not meet program expectations. 2 to >0 ptsLimited EvidencePoor quality; unacceptable in terms of grammar and/or spelling; inappropriate writing style that interferes with clarity. | 5 pts |
| This criterion is linked to a Learning OutcomeDemonstrates proper use of APA style | 5 to >4.0 ptsMeets ExpectationProject contains proper APA formatting, according to the CSU Global resources on APA citation style, with no more than one significant error. 4 to >3.0 ptsApproaches ExpectationFew errors in APA formatting, according to the CSU Global resources on APA citation style, with no more than two to three significant errors. 3 to >2.0 ptsBelow ExpectationSignificant errors in APA formatting, according to the CSU Global resources on APA citation style, with four to five significant errors. 2 to >0 ptsLimited EvidenceNumerous errors in APA formatting, according to the CSU Global resources on APA citation style, with more than five significant errors. | 5 pts |