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Monarch Learning Series 2023 Exercise 9 - AP Expense Report Analysis

Baba_Majekodunmi_703 · 2023-07-19T06:37:23+00:00

Exercise Info * Application (Classic vs Data Prep Studio): Data Prep Studio * Level of Difficulty (Beginner, Intermediate, Advanced): Beginner * Skills/Features Tested: Join, Analyze, Formula Field, Lookup Field, RegexIsMatch Formula * Systems of Record: Not Applicable * Estimated Time to Solve: 10 mins * Exercise files…

Baba_Majekodunmi_703

Exercise Info

Application (Classic vs Data Prep Studio): Data Prep Studio
Level of Difficulty (Beginner, Intermediate, Advanced): Beginner
Skills/Features Tested: Join, Analyze, Formula Field, Lookup Field, RegexIsMatch Formula
Systems of Record: Not Applicable
Estimated Time to Solve: 10 mins
Exercise files required are attached in the Zip File Below;
- Expense Report, 2016-12.pdf
- Expense Report, 2017-01.pdf
- Expense Report, 2017-02.pdf
- Currency Rate Pairs.xlsx

Exercise Overview

You are an Accounts Payable Accountant at a Software Company and you need to analyze 3 months worth of expense reports to answer the following questions:

What is the Total Expense in USD for the 3 Expense Reports (2016-12, 2017-01, 2017-02)? (HINT: You will need to convert any expenses not in USD by using the Currency Rate Pair.xlsx file and creating Formula field for the USD rate for the non-USD expenses)
Who are the Top 3 Employees that spent the most on any Expense that contains
- "Travel"
- "Taxi"
- "Airfare"
- "Airline Fees"
- "Hotel"?
Who are the Top 3 Employees that spent the most on any Expense that contains
- "Lunch"
- "Breakfast"
- "Dinner"?

Answer

Please upload your answers below in the comment section for the exercise
A Video Answer to the question will be published within 7-10 days on the Monarch Succcess Plan page in the 'Monarch Exercises' section.