Question
EXCEL HELP: I have a case study with excel using raw data and I am not sure how to solve it. It's mainly using pivot
EXCEL HELP:
I have a case study with excel using raw data and I am not sure how to solve it. It's mainly using pivot tables but may have a formula or two to solve it. I included the categories in the excel raw data:
Expense Tracking Number | Approver Employee Number | Approver Name | Expense Approved Date | Reimbursement Paid Date | Expense Type Description | Expense Category | Ticket Number | Ticket Status | Transaction Date | Vendor | Employee Number | Employee Name | Department | Payment Description | Mileage Rate | Miles | Number Guests | Transaction Amt |
Here are the questions to solve:
7. Employees at Julias Cookies can use their personal vehicles to travel to customer sites. An employee who chooses to do so is reimbursed based on mileage. Sometimes employees abuse the system. A red flag exists when an employee reports more miles than their monthly average. Test the data between the transaction dates 7/1/2025 and 12/31/2025 for above-average mileage. (Hint: Use a line chart.) Identify the employee(s).
8. How many total miles did the employee(s) from question 7 report for the month for which they potentially committed this type of fraud?
Take it to the next level!
9. When booking a flight, an employee books and pays for the flight in advance, which means they can submit their air ticket reimbursement prior to their trip. After they come back from the trip, some employees may claim reimbursement again, along with their other expenses, accidentally or with the intent of defrauding the company. Test the data to see if there were any duplicated ticket numbers in the data set. How many air tickets were reimbursed twice?
10. Which employee had duplicate reimbursements of airline tickets?
I only need to know how to solve it, not the answers! FOR EXAMPLE -- #1, using a pivot table for the data, what category would you put in filter, column, row, values? Thank you!
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