Monarch Learning Series 2023 Exercise 9 - AP Expense Report Analysis

Baba_Majekodunmi_703
Baba_Majekodunmi_703
Altair Employee
edited September 2023 in Altair RapidMiner

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:

  1. 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)
  2. Who are the Top 3 Employees that spent the most on any Expense that contains
    • "Travel"
    • "Taxi"
    • "Airfare"
    • "Airline Fees"
    • "Hotel"?
  3. Who are the Top 3 Employees that spent the most on any Expense that contains
    • "Lunch"
    • "Breakfast"
    • "Dinner"?

Exercise Answer

Not sure you got the correct answer? No problem. Watch the video below for a demonstration of this exercise from start to finish.

 


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