Case #2077.0

Betty Lou’s Budget: Introductory Spreadsheet Training for Budgeting and Financial Management (A)

Publication Date: September 22, 2016
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This is an introductory case with a simple narrative designed to teach students the basics of designing a simple financial spreadsheet. The follow-up B case may be used to teach the basic steps for creating pivot tables. The topic is based on a new student trying to budget for the academic year expenses.

Learning Objective:
Teach basic design of financial spreadsheets and introductory use of pivot tables.


Other Details

Case Author:
Kendall Fitch
Faculty Lead:
Linda Bilmes
Pages (incl. exhibits):
United States