Analyse Expense Claims, Emp.

Demographics
Storyline
Part 1: 400+ employees have submitted their expense claims. We need to find out who has spent
beyond their expense limit.

Part 2: Based on the excess% spent, they need to fill apprpriate documentation
(e.g. Form 1A, 2A, 2B, 3C, Z1)

Techniques Used
This caselet ASSUMES that you know VLOOKUP basics

VLOOKUP + MATCH
VLOOKUP with TRUE

Pivot Table in-depth

Count - Name Limit crossed (T/F) This shape represents a
slicer. Slicers are supported
Actual Expenses 0 1 Total Result
in Excel 2010 or later.
<1 19 19
1-10000 53 53 If the shape was modified in
10001-20000 105 7 112 an earlier version of Excel,
20001-30000 76 17 93 or if the workbook was saved
30001-40000 56 24 80 in Excel 2003 or earlier, the
slicer cannot be used.
40001-50000 29 6 35
50001-60000 8 7 15
60001-70000 1 5 6
70001-80000 3 3
100001-110000 1 1
Total Result 347 70 417
esents a
re supported
r later.

s modified in
on of Excel,
ook was saved
r earlier, the
used.
Expense Claim of 400+ employees: Find HOW MANY people spent MORE than the allotted Expense Limit (i.e. ACTUAL > LIMIT)

ID Name Division Grade Actual Expenses EXP. LIMIT

9191 AbduSalaam, Ismael HFD E7 101,015 88000
9465 Abney, Jeffery RAD E7 11,285 95000
4805 Adams, Jennifer M HFD E2 15,715 38000
5009 Adams, Sally CDFD E5 29,254 76000
3237 Adams, Vanessa Y. HFD E5 39,603 51000
5899 Alexander, Amy H. RAD E2 37,093 15000
3959 Allen, Rebecca ED E7 19,050 100000
2974 Allen, Sharon RAD E6 11,196 93000
2560 Allen, William Brent CDFD E6 22,067 88000
7681 Alligood, Cynthia RDD E7 40,673 98000
9471 Andrews, Darryl CDFD E5 32,516 76000
9417 Applegate, Mary Alice CDFD E3 9,850 30000
3745 Ashcraft, Lynn F. RDD E2 13,589 52000
4822 Avina III, Ross J. CDFD E1 19,982 14000
6810 Baker, Jacalyn L. HFD E6 - 73000
3250 Ball, Ruth Ann HFD E2 30,113 38000
5590 Barber, Eva RAD E5 17,082 78000
4026 Barden, Nicky E. RAD E1 21,811 13000
8458 Barrett, Stephen HFD E2 13,000 38000
2502 Barry, Sheila C. HFD E6 51,620 73000
2868 Bartlett, David E. HFD E3 38,847 45000
2336 Bassett, John HFD E7 57,923 88000
6736 Basso, Daniel A. HFD E1 16,113 21000
5301 Batchelor, Frances AD E1 27,567 25000
8756 Bates, Tieshai HFD E1 29,985 21000
8887 Bearden, Brian HFD E3 11,917 45000
7521 Bearden, Stacey M. RAD E4 24,170 52000
1776 Beatty, Michael A. ED E2 22,748 29000
2742 Bennett, Cherie PEMD E5 29,847 74000
5256 Bernardi, Courtney ED E3 2,617 61000
9738 Bernhardt, Cindi CDFD E5 18,513 76000
1526 Boone, Kimberly RAD E1 9,038 13000
8528 Born, Rebecca PEMD E1 27,902 18000
2397 Boswell, Bill RAD E1 - 13000
1472 Bowden, Jada J. HFD E2 27,885 38000
4054 Bowie, Tarsha AD E5 20,119 74000
8818 Bradshaw, Tammy RAD E7 17,482 95000
9470 Bragg, "Nancy" Gail RDD E1 - 31000
9278 Brown, Johari C HFD E1 23,755 21000
9784 Brown, Susan CDFD E7 35,881 98000
1372 Broxton, Janice RAD E5 16,227 78000
8686 Bryant, Brenda L. HFD E2 14,990 38000
1179 Buchanan, Frenchie HFD E4 42,271 48000
6556 Buggs, Laura F. HFD E2 17,615 38000
6294 Bullard, Alecia HFD E6 - 73000
6343 Burney, Ruben ED E3 34,349 61000
4277 Burton, Queenie AD E6 33,861 79000
2785 Busch, Deborah RAD E1 24,352 13000
2837 Bush, Michael G. LGAD E5 36,721 80000
8034 Byrd, Tommy C. AD E5 46,044 74000
2747 Cagle, Donna A. RAD E1 31,197 13000
2114 Caldwell, Tranae HFD E5 10,274 51000
1792 Calhoun, Linda Dianne RAD E2 15,649 15000
9851 Cameron, Sauncerae RAD E1 34,164 13000
3159 Carpenter, Diane L. RAD E5 19,802 78000
1296 Carr, Phyllis HFD E3 17,461 45000
8452 Carter, Kimberly CDFD E7 24,214 98000
2350 Carter, Teresa E. RAD E1 34,483 13000
3521 Casper, Michael CDFD E4 39,137 72000
3853 Chanda, Francis RAD E4 29,641 52000
8374 Chatmon, Robin HFD E7 60,862 88000
9275 Childers, Jo R. CDFD E2 9,245 22000
2692 Chubb, Carmen HFD E4 28,644 48000
3072 Claffey, Anthony PEMD E2 13,364 31000
8845 Clark, Charles HFD E3 71,573 45000
2276 Clay, Gloria H. RAD E4 28,402 52000
2351 Cobb, Lynn PEMD E3 11,789 61000
6916 Cobb, Nancy C. RDD E2 15,179 52000
7631 Colbert, Marvin RAD E3 16,710 52000
2888 Colbert, Shakena RAD E2 16,219 15000
3524 Coleman, Ebony RAD E7 44,111 95000
9196 Collins, Lolita HFD E7 4,282 88000
5399 Collins, Michael N. HFD E6 47,432 73000
1880 Compton II, Robert B. CDFD E2 16,246 22000
4827 Concannon, Teresa PEMD E1 27,043 18000
4915 Connell, Clay P. HFD E7 43,152 88000
5714 Connell, Richard "RC" PEMD E4 - 62000
2101 Connor, Brian AD E2 74,122 27000
1366 Cooper, Antonit RAD E3 3,767 52000
6405 Cottone, Philip HFD E1 46,049 21000
6190 Coursey, Kathy RAD E7 - 95000
6846 Crader, Sherry RAD E4 16,881 52000
3813 Crews, Nikki T. RAD E4 14,780 52000
5221 Crowe, Denise ED E3 14,947 61000
1378 Culpepper, Lorvetta A. AD E3 47,292 49000
5454 Culverhouse, Donna RAD E3 35,579 52000
8637 Currie, Brenda RAD E4 14,747 52000
9485 Daniel, Mike AD E4 2,964 57000
4621 Daniell, Kay HFD E7 17,724 88000
3031 Daniels-Williams, Anitra RAD E4 34,061 52000
6203 Davis, Angela L. CDFD E7 - 98000
2022 de la Vaux, Mary E. RAD E5 4,089 78000
4730 Dean, Linda RAD E1 22,994 13000
6941 Dean, Tanita S. RAD E3 50,632 52000
4481 Deese, Jennifer RAD E1 46,148 13000
9602 DeGumbia, Joe AD E3 27,147 49000
5254 Denion, Deatre PEMD E5 33,648 74000
8252 DiNapoli, Brian Andrew HFD E7 10,207 88000
1528 Dove, Kenny PEMD E5 24,436 74000
1369 Dove, Nancy RAD E3 33,941 52000
7883 Dowdy, Brandy L. RAD E7 10,250 95000
6962 Dowdy, Kellie C. RAD E6 10,010 93000
4634 Driver, Linda RAD E6 30,529 93000
3146 DuBose, Rebecca RAD E7 9,160 95000
6648 Dunlop, Joseph A. PEMD E2 25,859 31000
5823 Duplessis, Nyanza CDFD E1 14,957 14000
8301 Earhardt, Lavada RAD E7 4,955 95000
8468 Easley, Cynthia LGAD E2 54,386 42000
8011 Edge, Jessica RAD E5 25,845 78000
4038 Edwards, Eric N. HFD E1 38,075 21000
9340 Edwards, Tracey W. HFD E3 41,039 45000
6517 Eidson, Cynthia "Cindy" A. CDFD E1 31,964 14000
7367 Ellis, John AD E5 16,151 74000
4941 Esterman, Stacy ED E3 45,232 61000
9189 Evans, Kristen RAD E4 16,399 52000
3548 Evans, Linda RAD E4 44,658 52000
8648 Evans, Tammy R. RAD E5 7,018 78000
4776 Favors, Deardra HFD E2 14,719 38000
8799 Ferguson, Colin HFD E7 32,796 88000
3500 Finch, James D. LGAD E7 15,697 94000
7814 Fischetti, Carmine C. CDFD E3 20,141 30000
3946 Fitzgerald, Shawn AD E2 35,236 27000
5868 Fluellen, Alicia RAD E4 30,186 52000
9514 Flynn, Donnetta J. RAD E1 17,354 13000
2068 Folsom-Lane, Kelly CDFD E2 22,998 22000
6926 Fordham, Jennifer M. CDFD E4 44,454 72000
5654 Forest, Martha HFD E1 - 21000
6592 Frederick, Jim PEMD E7 28,642 87000
8710 Gaffney, Yatasia H. AD E5 6,042 74000
4262 Galloway, Michael C HFD E5 45,959 51000
5116 Garner, Brandie M. RAD E3 6,490 52000
4123 Garner, Sharon RAD E4 11,722 52000
8981 Garrison, Kay CDFD E5 13,984 76000
8677 Gathers, Will AD E3 10,494 49000
2719 Gee, Ella RAD E4 42,466 52000
6665 Gee, John R. AD E7 25,560 95000
2735 Gelmini, Valerie RAD E2 39,599 15000
3722 Gelot, Coleen A. CDFD E6 - 88000
5979 Gibb, Ruth HFD E5 9,438 51000
6267 Gibbs, Tarron HFD E4 61,344 48000
5457 Gibson, Ashanti RAD E7 53,770 95000
3568 Gleaton, Mike PEMD E2 40,116 31000
4094 Glenn, Chantell HFD E5 19,612 51000
9254 Graham, Trenetta RAD E5 26,872 78000
4842 Grant, John HFD E2 12,997 38000
1607 Greene, Tracy HFD E7 17,261 88000
9761 Greene-Parker, Alma RAD E3 20,279 52000
9347 Greene-Prothro, Sonji V. RAD E7 6,151 95000
4983 Greenleaf, Kawanna HFD E2 4,342 38000
6925 Greenlee, Kanika N. PEMD E1 44,532 18000
3219 Gregory, Angela D. HFD E4 13,685 48000
1321 Griffin, Anthony AD E2 37,769 27000
9913 Grimes, Sandra H. RAD E6 13,132 93000
4883 Gruber, Martin AD E5 44,908 74000
9153 Gunn, Candice S. ED E2 22,806 29000
5556 Hall, James "Jim" A HFD E2 64,533 38000
2956 Hampton, Valerie HFD E3 6,033 45000
4161 Harrington, Debra J. AD E3 10,948 49000
6824 Harris, Terry A. RAD E7 40,591 95000
2605 Harrison, Cynthia HFD E3 29,355 45000
4887 Harrison, Jurell RAD E4 17,960 52000
8010 Hart, Laurel L. HFD E1 19,384 21000
7779 Hartmann, Randall L. PEMD E6 33,774 76000
7572 Hastings, Tangalah RAD E7 33,321 95000
6549 Hatcher, Henry RAD E2 22,976 15000
2282 Hatton, Stephanie D. HFD E4 34,384 48000
6776 Henson, C. Claudine RAD E3 33,365 52000
2133 Henson, Nancy "Annette" PEMD E4 - 62000
9622 Hill, Clinton HFD E7 15,252 88000
8604 Hill, Shelia R. HFD E2 11,679 38000
6086 Hill, Theresa HFD E4 23,209 48000
3652 Hines, Detrua RAD E3 7,372 52000
2438 Hipp, Tracy HFD E5 14,981 51000
1236 Hobbs, Patsy HFD E6 32,972 73000
2137 Hobson, Renetta L. PEMD E7 25,859 87000
9590 Hodge, Karen E. RAD E6 16,751 93000
5212 Holloway, T. LaRuth RAD E3 50,334 52000
7226 Hough, Gloria K. AD E2 37,986 27000
3488 Huber, Rick CDFD E2 23,388 22000
9078 Hutcheson, Tina M. LGAD E6 8,595 91000
7026 Hutchinson, Jerio AD E5 22,715 74000
9449 Insinna, Patti PEMD E1 24,575 18000
8174 Irby, Mark AD E5 18,807 74000
5938 Ivery, Zaneta ED E5 33,589 90000
5111 Jackson, Deborah HFD E7 16,349 88000
6838 Jackson, Janice RAD E1 4,484 13000
4922 Jackson, Stella RAD E5 5,913 78000
8833 Jackson, Terry PEMD E6 8,507 76000
7545 John, Mathew AD E1 20,170 25000
6342 Johnson, Cathy HFD E2 30,327 38000
7464 Johnson, Kremell Y. RAD E5 33,962 78000
6032 Johnson, Shawanda RAD E2 39,463 15000
9927 Johnson, William "Ken" RAD E1 6,708 13000
2737 Johnston, Jeannie D HFD E5 28,232 51000
7345 Jones, Alberta RAD E1 22,311 13000
4349 Jones, Kevin M. RAD E5 14,290 78000
9389 Jones, Peggy C. RAD E5 11,305 78000
8405 Jones, Wanda B. RAD E7 52,164 95000
1454 Jordan, Valencia RAD E1 - 13000
3168 Kalbach, Jeanette HFD E1 15,863 21000
7613 Kharoujik, Inna CDFD E5 32,485 76000
8128 Kimbell, Patti D. RAD E5 49,089 78000
9644 Kingery, John CDFD E5 29,651 76000
6343 Kinney, Catherine RAD E5 18,899 78000
5219 Kirkpatrick, Tim HFD E5 16,819 51000
1330 Knight, Cassandra V. HFD E2 27,541 38000
7840 Knox, Mary Ann HFD E3 15,484 45000
2082 Krewer, Joseph A. PEMD E2 6,508 31000
8287 Kuvach, Elise RAD E5 47,616 78000
6895 Kyles, Theresa RAD E5 4,604 78000
4394 Lackey, Elizabeth D. CDFD E5 8,282 76000
7253 Lamar, Tamie L. HFD E6 3,958 73000
6998 LaPalme, Cheryl A. RAD E3 30,234 52000
1748 LeBlanc, Sabra V. RAD E5 23,118 78000
7039 Leclair, Bryan AD E3 12,132 49000
2081 Lentile, Leslie L. RDD E6 15,327 95000
6333 Lewis, Michelle CDFD E7 19,099 98000
9944 Lloyd, Serene M. CDFD E2 8,179 22000
3852 Loveless, Karen RAD E2 11,305 15000
8347 Lucas, Linda RAD E7 2,053 95000
5648 Lyons, James HFD E5 24,333 51000
2636 Maddux, Nan HFD E6 33,207 73000
8705 Maguire, Kathleen HFD E3 38,948 45000
4058 Malvoisin, Martine AD E6 18,839 79000
6267 Maness, Krista RAD E3 25,679 52000
3180 Massie, Sherrie D. HFD E5 23,113 51000
6530 Mathis, Karen HFD E4 25,176 48000
9494 Mazza, Bradley A. RAD E2 39,579 15000
6122 McAllister, Knakiea RAD E3 21,405 52000
8255 McCook, Sherri E. RAD E7 10,058 95000
4455 McElroy, Rosalind RAD E5 15,903 78000
9332 McElroy, Veta RAD E4 52,040 52000
1523 McGee, Brenda HFD E1 57,828 21000
7603 McGhin, Lyle E. RAD E4 - 52000
3905 McGruder-Redmond, Hellon HFD E4 35,007 48000
8137 McIntyre, Erin ED E6 18,705 91000
3748 McKinney, Selena M. HFD E7 22,525 88000
7680 McLendon, Felicia ED E1 28,141 13000
8212 McNally, Pat RAD E1 55,100 13000
8265 McPherson, Karen J HFD E5 13,318 51000
2102 McWhorter, Jason RAD E2 11,664 15000
6400 Meres, Ryan PEMD E6 27,222 76000
3135 Miles, Ellen RAD E1 66,998 13000
9505 Miller, Elayne HFD E4 25,521 48000
1856 Miltiades, Theodore N. PEMD E1 16,594 18000
2950 Misner, Glenn CDFD E4 29,362 72000
4522 Mitchell, Krista K. RAD E2 33,727 15000
8466 Mitchell, Stephanie RAD E7 35,176 95000
4173 Mole, Tonya P. RDD E5 12,404 75000
3099 Montero, Barbara McNabb HFD E3 13,569 45000
2981 Moore, Tarolyn HFD E5 28,200 51000
9243 Moore, Tina L. HFD E5 12,105 51000
9843 Morrison, Russell CDFD E2 15,937 22000
7488 Morton, Amanda RAD E2 25,601 15000
9420 Moseley, Gary RAD E2 11,907 15000
3864 Mrus, Sally CDFD E2 67,002 22000
9214 Murphy, Jodia M. RAD E1 22,932 13000
5409 Musgrove, Libby D. RAD E7 34,429 95000
1237 Newsome, Leonard HFD E4 10,099 48000
2928 Noah, Melanie RAD E4 28,312 52000
4879 Noel, Raymond AD E3 57,735 49000
3353 Noel, Samuel A. HFD E7 27,419 88000
7995 Noles, Teresa CDFD E5 46,017 76000
9743 Nunis, Jacqueline G. RAD E2 - 15000
7459 Oglesby, Desiree Y. RAD E1 37,369 13000
6852 Oliver, Lisa RAD E7 39,390 95000
4547 Osayi, Media AD E2 39,228 27000
2330 Osborne, Tamika AD E5 32,780 74000
2244 Owens, Rasheada RAD E6 12,831 93000
1192 Owens, Winfred E. LGAD E7 21,975 94000
1277 Oxford, Misty RAD E1 36,673 13000
7752 Palena, Marie HFD E7 8,109 88000
4059 Papa, Kathryn A. LGAD E5 13,550 80000
9183 Parham, Tarla Y. RAD E3 18,017 52000
9273 Parker, Geoffrey RAD E7 43,200 95000
1448 Parks, Linda HFD E4 13,839 48000
7329 Parrish, Harry "Billy" F. CDFD E5 41,742 76000
6670 Parsons, Kathleen RAD E2 11,179 15000
8652 Patterson, Irette Y. CDFD E5 24,874 76000
8274 Paul, Marcia AD E6 - 79000
7968 Paulk, Charles L. RAD E3 6,146 52000
4797 Perry, Garfield AD E3 18,195 49000
6512 Perry, Joanie CDFD E5 6,555 76000
6050 Peters, Rod HFD E3 6,957 45000
4859 Pierce, Nora RAD E7 12,607 95000
2084 Pierce, Walter RAD E4 25,554 52000
4578 Pinkston, Willie RAD E1 49,786 13000
5926 Pitts, Verenda RAD E3 33,016 52000
5348 Ponce, Jo M. ED E7 6,258 100000
3088 Ponder, Tracy AD E2 7,641 27000
2206 Portmess, Kimberly PEMD E5 9,670 74000
4779 Pound, Angela N. RAD E6 17,909 93000
8341 Pounds, Ronald HFD E5 5,148 51000
9764 Price, Susan RAD E4 48,860 52000
5146 Pridgeon, Charles "Ray" R. CDFD E2 39,988 22000
2567 Pritchard, Marion "Cleve" RAD E4 3,682 52000
2161 Purvis, Scott LGAD E3 7,226 57000
4745 Ray, Denise ED E2 20,599 29000
3116 Rees, William S. RAD E4 35,933 52000
2637 Reese, Kimberly RAD E1 17,163 13000
1599 Rego, Robert AD E2 20,131 27000
6514 Reid, Leigh A. RAD E5 19,643 78000
6113 Reimann, Martha CDFD E5 35,363 76000
5203 Relaford, Gina HFD E7 47,798 88000
2115 Reynaud, Lora Artis HFD E1 22,629 21000
9300 Reynolds, Phyllis J. HFD E6 11,647 73000
1218 Riddles, LaSandra HFD E3 33,845 45000
4392 Rietschier, Max R. PEMD E6 4,952 76000
5786 Roberts, Al RAD E1 9,249 13000
9003 Roberts-Polk, Stephine RAD E5 30,789 78000
9210 Robinson, Steed CDFD E5 5,888 76000
6961 Rogers, Allison M. RAD E4 18,407 52000
1500 Rogers, Ginger RAD E7 26,417 95000
9494 Rollman, Sherry C. RAD E5 16,046 78000
8104 Ross, Cameron "Ron" HFD E3 19,002 45000
8529 Ross, Dora J. RAD E7 38,285 95000
3693 Rowell, Delores RAD E7 39,645 95000
5130 Rowland, Kate RAD E5 6,670 78000
8384 Rutherford, William E. AD E7 17,998 95000
8889 Scheiderer, Will RAD E4 37,476 52000
5801 Schwitters, Scott HFD E7 4,172 88000
8896 Scott, Doug HFD E7 29,151 88000
3984 Scott, Leamon LGAD E3 60,952 57000
2478 Scott, Shirley HFD E2 59,902 38000
6654 Shabazz, Bennetta AD E7 - 95000
2358 Sharpe, Jonathan LGAD E4 6,262 74000
3885 Shaw, Robert CDFD E1 56,144 14000
6287 Shaw, Zenobia RAD E6 16,318 93000
8336 Shellhorse, David CDFD E7 16,051 98000
2854 Shelly, Crystal CDFD E3 3,254 30000
7396 Shelton, Otis HFD E4 31,244 48000
3054 Shepler, "Christy" RAD E5 12,982 78000
3874 Shinholster, Tunka RAD E6 29,526 93000
3524 Smith, Delecia CDFD E5 21,677 76000
4753 Smith, Elizabeth C. PEMD E6 2,487 76000
1276 Smith, Leslie Ann RAD E3 33,510 52000
8252 Smith, Richard M. RAD E3 24,912 52000
1913 Smith, Tracie RAD E3 27,556 52000
6160 Smitherman, Thomas RAD E7 25,097 95000
7173 Soto, Carmen M. AD E4 36,078 57000
8430 Spears, Margaret "Beth" E. HFD E5 27,689 51000
5291 Spinks, Thomas E. CDFD E4 16,610 72000
4929 Spring, Katherine Lynn RAD E5 31,423 78000
8228 Stafford, Saralyn H. LGAD E6 20,847 91000
6673 Stephens, James LGAD E6 27,696 91000
8590 Stern, Joanne PEMD E1 19,720 18000
1617 Stevens, Bobby ED E4 40,229 89000
4439 Stillman, Lindsey HFD E3 27,878 45000
2565 Stokes, Kathy RAD E7 31,069 95000
9335 Storey, James "Steve" S. CDFD E4 27,131 72000
5917 Sturbaum, Dawn M CDFD E3 22,830 30000
1624 Styles, Sharon RAD E1 - 13000
8683 Summerville, Melisa "Mendy" D RAD E2 45,086 15000
6131 Swaim, Bill F. ED E1 33,293 13000
7266 Swann, Trina AD E3 45,784 49000
9231 Szabo, Jennifer PEMD E2 20,844 31000
5254 Taylor, "Fenice" Jianxin HFD E4 2,762 48000
9663 Thomas, Natasha C. RAD E5 39,692 78000
6930 Thomas, Phillis HFD E6 23,967 73000
5867 Thompson, James L. ED E7 46,589 100000
4483 Thompson, Malisa HFD E3 27,325 45000
6739 Thompson, Ronald L. CDFD E1 36,433 14000
2100 Thornton, Corinne B. LGAD E7 17,445 94000
4386 Tiller, Regina Y. RAD E5 34,211 78000
1804 Tillman, Staci HFD E5 50,103 51000
5916 Timm, Michael RAD E7 44,141 95000
8781 Toliver-Ehrhardt, Christina RAD E7 30,700 95000
8047 Tollison, Joseph AD E1 34,839 25000
5039 Totten, Dave HFD E1 20,736 21000
1148 Truitt, Pamela CDFD E3 16,208 30000
6924 Tsung, Fu-Hsuen PEMD E4 28,761 62000
7220 Turner, John ED E7 21,695 100000
2311 Turner, Willa HFD E5 23,580 51000
8734 Valenzuela, Joanie E AD E7 17,760 95000
3630 Vasquez, Licelotte HFD E4 36,342 48000
3398 Vickers, Karen PEMD E3 27,432 61000
2505 Vickers, Patrick H. CDFD E4 37,522 72000
2293 Wagner, Patt AD E3 40,519 49000
7620 Waldron, Sheila HFD E5 17,844 51000
6948 Walker, Pansy J. RAD E5 11,392 78000
2059 Walker, Terence HFD E6 32,728 73000
7231 Walton, Gwen N. HFD E5 40,314 51000
6591 Warren, Felicia AD E5 21,669 74000
7370 Watson, Lynnette HFD E7 20,690 88000
8562 Watt, Don HFD E1 36,072 21000
6770 Watts, John PEMD E1 37,785 18000
4697 Weaver, Delores HFD E5 16,240 51000
5353 Webb, Cathy RAD E7 38,997 95000
3707 Webb, Kate R. ED E3 34,533 61000
2825 Weeks, Christine AD E3 35,457 49000
9164 Welsh, Sandy HFD E6 9,075 73000
8130 West, Jon PEMD E3 15,527 61000
1524 Westin, Lisa PEMD E2 9,339 31000
8806 Wheeling, Davey AD E4 - 57000
9546 White, Samantha AD E6 11,084 79000
5954 Whitted, Eugenia M. RAD E2 30,307 15000
5329 Wiley, Glenda RAD E7 16,810 95000
6238 Williams, Alma HFD E6 4,862 73000
8710 Williams, Andria A. HFD E4 22,387 48000
9666 Williams, Dennis A. AD E4 12,079 57000
7024 Williams, Patrice LGAD E1 22,319 32000
3915 Williamson, Ayisha RAD E7 8,074 95000
6840 Williamson, Brian CDFD E3 38,077 30000
8584 Willingham, Carla M. RAD E5 18,757 78000
6602 Wilson, Vanessa HFD E4 29,110 48000
5216 Wood, Adriane PEMD E3 42,990 61000
8735 Woodruff, Annaka PEMD E6 78,019 76000
8609 Woods, Bonnie H. HFD E6 21,740 73000
2697 Wright, Dwan A. RAD E6 58,264 93000
9893 Wright, Miranda RAD E3 - 52000
9718 Wright, Patricia L. HFD E7 - 88000
7989 Wyckoff, Sandiskie G. HFD E4 29,786 48000
3839 Wynn, Maris CDFD E3 18,585 30000
9401 Yarn, Charles Andrew "Andy" CDFD E5 16,965 76000
8514 Yorkey, Alicia HFD E4 31,232 48000
8005 Young, Karen HFD E7 23,673 88000
2968 Zachery, Brenda RAD E5 5,163 78000
Limit (i.e. ACTUAL > LIMIT)
70/417

Limit crossed (T/F) Excess% Form

1 15% 2B
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 147% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 43% Z1
0 0% NA
0 0% NA
0 0% NA
1 68% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 10% 2B
1 43% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 55% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 13% 2B
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 87% Z1
0 0% NA
0 0% NA
1 140% Z1
0 0% NA
1 4% 1A
1 163% Z1
0 0% NA
0 0% NA
0 0% NA
1 165% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 59% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 8% 2A
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 50% Z1
0 0% NA
0 0% NA
1 175% Z1
0 0% NA
1 119% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 77% Z1
0 0% NA
1 255% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 7% 2A
0 0% NA
1 29% Z1
0 0% NA
1 81% Z1
0 0% NA
1 128% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 31% Z1
0 0% NA
1 33% Z1
1 5% 1A
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 164% Z1
0 0% NA
0 0% NA
1 28% Z1
0 0% NA
1 29% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 147% Z1
0 0% NA
1 40% Z1
0 0% NA
0 0% NA
0 0% NA
1 70% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 53% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 41% Z1
1 6% 2A
0 0% NA
0 0% NA
1 37% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 163% Z1
0 0% NA
0 0% NA
1 72% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 164% Z1
0 0% NA
0 0% NA
0 0% NA
1 0% 1A
1 175% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 116% Z1
1 324% Z1
0 0% NA
0 0% NA
0 0% NA
1 415% Z1
0 0% NA
0 0% NA
0 0% NA
1 125% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 71% Z1
0 0% NA
1 205% Z1
1 76% Z1
0 0% NA
0 0% NA
0 0% NA
1 18% 2B
0 0% NA
0 0% NA
0 0% NA
1 187% Z1
0 0% NA
1 45% Z1
0 0% NA
0 0% NA
0 0% NA
1 182% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 283% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 82% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 32% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 8% 2A
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 7% 2A
1 58% Z1
0 0% NA
0 0% NA
1 301% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 10% 2A
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 201% Z1
1 156% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 160% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 39% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 72% Z1
1 110% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 102% Z1
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
1 27% Z1
0 0% NA
0 0% NA
0 0% NA
1 3% 1A
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
0 0% NA
 Expense Limit per employee (pm) AD E1 25000

1
E1 E2 E3 E4 E7 E6 E5
HFD 21,000 38,000 45,000 48,000 88,000 73,000 51,000
RAD 13,000 15,000 52,000 52,000 95,000 93,000 78,000
CDFD 14,000 22,000 30,000 72,000 98,000 88,000 76,000
ED 13,000 29,000 61,000 89,000 100,000 91,000 90,000
RDD 31,000 52,000 62,000 66,000 98,000 95,000 75,000
AD 25,000 27,000 49,000 57,000 95,000 79,000 74,000
PEMD 18,000 31,000 61,000 62,000 87,000 76,000 74,000
LGAD 32,000 42,000 57,000 74,000 94,000 91,000 80,000

2
Excess% Form Name >= Form Name
> 0% 1A 0 NA
>= 5% 2A 0.00% 1A
>= 10% 2B 5% 2A
>= 20% 3C 10% 2B
>=25% Z1 20% 3C
25% Z1