EXCEL-1
EXCEL-1
Answer:
o SUM adds all the numbers in a range of cells.
o SUMIF adds numbers in a range that meet a specified condition or criteria. For
example, =SUMIF(A1:A10, ">5") adds all numbers greater than 5 in the range
A1
Answer: A Pivot Table is a data summarization tool used in Excel to automatically sort,
count, and total data stored in one table or spreadsheet and create a second table
displaying the summarized data. It allows you to organize and analyze data from different
perspectives without altering the original data.
Answer:
o VLOOKUP (Vertical Lookup) is used to search for a value in the first column
of a table and return a value in the same row from another column.
o HLOOKUP (Horizontal Lookup) searches for a value in the first row of a table
and returns a value in the same column from another row.
Answer: Conditional formatting in Excel allows you to apply specific formatting (such
as color, font changes, etc.) to cells that meet certain conditions or criteria. For example,
you can set a rule to highlight cells with values greater than 100 in green or cells with
negative values in red.
Answer:
o To protect a worksheet, go to the Review tab and click on Protect Sheet. You can
set a password to prevent unauthorized changes.
o To protect a workbook, go to the Review tab and click on Protect Workbook,
and you can protect the structure of the workbook (e.g., prevent sheets from being
added, deleted, or moved).
Answer:
o COUNT counts only cells that contain numbers.
o COUNTA counts all non-empty cells, regardless of the data type (numbers, text,
or other values).
Answer: You can use the LARGE function to find the second-largest number in a range.
The syntax is:
=LARGE(range, 2)
This will return the second-largest number from the specified range.
Answer:
o A function is a pre-defined calculation in Excel, such as SUM, AVERAGE, or
VLOOKUP.
o A formula is a custom calculation created by the user using functions, constants,
and operators, for example, =A1+B1.
Answer: To remove duplicates, select the data range, go to the Data tab, and click
Remove Duplicates. You can choose which columns to check for duplicates.
Example:
This will return the value from the range B2:B10 where the value "Apple" is found in the range
A2:A10.
Answer: You can concatenate text in Excel using the CONCATENATE function or the
& operator. Example:
15. Explain what an array formula is and how you can use it.
less
Copy code
=SUM(A1:A10 * B1:B10)
After pressing Ctrl + Shift + Enter, Excel will compute the sum of the products of
corresponding values from the two ranges.
142. Data Lookup: You have two lists of customer IDs, one from the sales department and
another from the customer service department. How would you match these lists and
identify missing or mismatched records?
143. Data Cleaning: You receive a dataset with inconsistent date formats and some missing
values. Describe the steps you would take to standardize the date format and handle missing
data.
144. Dynamic Reports: Your manager needs a sales report that dynamically updates when
new data is added each month. How would you set up this report in Excel?
145. Duplicate Identification: You have a list of product IDs with some duplicates. How
would you identify and highlight the duplicate IDs in Excel?
146. Conditional Formatting for KPIs: You are asked to create a dashboard to track sales
performance, where sales above the target are highlighted in green and those below target
in red. How would you implement this using conditional formatting?
147. Pivot Table Analysis: You have a dataset with sales data by region, product, and month.
How would you use a Pivot Table to find the top-performing region for a specific product?
148. Budget vs. Actual: Your team needs to compare budgeted expenses against actual
expenses each month. How would you set up a comparison report that calculates the
variance and highlights areas over budget?
149. Data Validation for Input Control: You are tasked with creating a form in Excel to collect
standardized employee information. How would you use data validation to ensure all inputs
(e.g., department names) are consistent?
150. Monthly Sales Trend Analysis: You have a table of monthly sales data over several
years. Describe how you would create a chart to show monthly sales trends and identify any
seasonal patterns.
151. Error Handling: You created a complex formula, but it occasionally returns errors. How
would you use Excel functions to display a custom message instead of the error?
152. Sales Forecasting: Using historical monthly sales data, you’re asked to predict next
month’s sales. Describe how you would use Excel’s forecasting functions or trendlines to
make this prediction.
153. Top N Analysis: You have a dataset with customer purchase information. Your manager
wants a list of the top 5 customers by purchase amount. How would you set this up in Excel?
154. Inventory Management: You need to create an inventory tracking system that updates
stock levels automatically based on daily sales. Describe the functions and formulas you
would use to achieve this.
155. Sales Growth Calculation: Given monthly revenue data, your manager wants to see the
percentage growth each month. How would you calculate this in Excel?
156. Goal Seek for Target Achievement: Your company has a revenue target, and you know
the current revenue and average sales per unit. How would you use Excel to calculate the
number of additional units required to meet the target?
157. Data Aggregation Across Sheets: You have sales data across multiple sheets, one for
each region. How would you consolidate this data into a single summary sheet?
158. Dynamic Charting: You need to create a chart that updates automatically as new
monthly data is added to the dataset. How would you set this up?
159. Customer Churn Analysis: You have data on customers who left and those who stayed.
Explain how you would analyze this data to identify trends or factors contributing to
customer churn.
160. Discount Application: You’re asked to calculate discounts for customers based on their
purchase volume (e.g., 10% for orders over $500). How would you set up a formula to apply
the correct discount rate?
161. Sorting and Filtering Large Datasets: You have a large dataset, and you need to filter by
multiple criteria (e.g., region, product type, and date range). Explain how you would manage
this effectively in Excel.
162. Conditional Summing: You are asked to calculate total sales for a specific product
category and region. Describe how you would use conditional functions like SUMIF or SUMIFS
to accomplish this.
163. Automated Weekly Report: Your team needs a weekly summary report generated from
a dataset that is updated daily. Describe how you would automate this process in Excel.
Highlighting Outliers: You have a dataset with numerical values, and you need to identify values
that are significantly higher or lower than the average. How would you use Excel to highlight
these outliers?
Data Reconciliation: You have two different reports from separate sources, and you need to
reconcile the data to ensure consistency. Explain how you would use Excel to accomplish this.
Financial Metrics Calculation: Your manager needs a report showing revenue, cost, and profit
for each product line, along with profit margins. Describe how you would calculate and present
these metrics in Excel.
Task: You are given a data set of sales transactions with columns for Product, Quantity
Sold, and Price per Unit. Write a formula to calculate the Total Sales (Quantity * Price
per Unit) for each row.
Skill Tested: Basic formula creation, multiplication.
Task: Given a column of sales data, calculate the total sales, the average sales, and the number
of transactions.
Skill Tested: Use of SUM(), AVERAGE(), and COUNT() functions.
3. VLOOKUP Usage
Task: You have a table with employee names and their respective departments. Using VLOOKUP,
find the department of a specific employee based on their name.
Skill Tested: Using VLOOKUP to retrieve data from a table.
4. IF Function
Task: Write an IF function to classify sales performance into "Good" and "Needs Improvement"
based on whether the sales value exceeds $1000.
Skill Tested: Logical functions like IF.
5. Data Validation
Task: Set up a drop-down list for the "Product Category" column, allowing only specific
categories (e.g., Electronics, Furniture, Office Supplies).
Skill Tested: Data validation and creating drop-down lists.
6. Conditional Formatting
Task: Highlight all values in a sales column that are above the average sales figure with a green
fill color.
Skill Tested: Conditional formatting rules.
Task: Create a pivot table from a data set that includes Product, Region, Sales, and Date.
The pivot table should show the total sales by Product and Region.
Skill Tested: Creating and customizing Pivot Tables.
8. COUNTIF / SUMIF
Task: Use the COUNTIF function to count how many sales transactions are greater than $500 in
a sales data table.
Skill Tested: Use of COUNTIF for counting based on a condition.
9. Text Functions
Task: Split a full name column into first name and last name using the TEXT TO COLUMNS
feature or using Excel functions (LEFT, RIGHT, MID).
Skill Tested: Text manipulation using Excel functions or tools.
Task: Filter a data set of sales transactions to show only transactions that occurred in 2024.
Skill Tested: Using filters in Excel.
Task: Sort a list of employees by Name in alphabetical order, and within the same list, sort the
Salary column in descending order.
Skill Tested: Multi-level sorting in Excel.
Task: You are given sales data for the last year. Create a simple dashboard that includes the
total sales, average sales per month, and a chart showing sales trends over time.
Skill Tested: Data aggregation, charts, and dashboard creation.
Task: Use the INDEX and MATCH combination to look up the Sales value for a particular
Product in a given Region from a data table.
Skill Tested: Use of INDEX and MATCH to perform a lookup.
Task: You are given a column of dates when orders were placed. Calculate the number of days
between the order date and the current date.
Skill Tested: Date calculations using TODAY(), DATEDIF(), or simple subtraction.
Task: Use SUMPRODUCT to calculate the total revenue from a list of quantities and prices per
unit.
Skill Tested: Using SUMPRODUCT for array-based calculations.
Task: You are given multiple sheets containing sales data for different months. Consolidate this
data into one summary sheet using functions like CONSOLIDATE, VLOOKUP, or by creating a
master pivot table.
Skill Tested: Data consolidation from multiple sheets.
Task: Create a dynamic line chart that updates automatically when new data is added to the
source table.
Skill Tested: Dynamic chart creation with named ranges or tables.
Task: You have a list of product names that includes duplicates. Remove the duplicates and
provide a unique list.
Skill Tested: Removing duplicates using Excel's built-in feature.
Task: Find the top 5 sales transactions in a list and display the corresponding customer names.
Skill Tested: Using LARGE function, sorting, or TOP N filters.
20. Using the Power Query Tool
Task: Use Power Query to clean and transform raw data (e.g., remove empty rows, change text
case, filter values) before importing it into the main Excel worksheet.
Skill Tested: Data transformation using Power Query.
Task: Create a dynamic range using the OFFSET function to refer to a range that expands as new
data is added.
Skill Tested: Dynamic ranges with OFFSET.
Task: Add a slicer to a Pivot Table to allow for easy filtering by categories or dates.
Skill Tested: Using slicers for interactive data filtering in Pivot Tables.
Task: Use a one- or two-variable data table to analyze how changes in a single variable (like
interest rate or cost) affect profitability.
Skill Tested: Using Data Tables for sensitivity analysis.
Task: Build a financial model where changing variables (e.g., sales price, quantity, cost) affect
the overall profit. Use cell references, functions, and possibly Goal Seek or Solver.
Skill Tested: Creating financial models with multiple variables and tools like Goal Seek or Solver.
Task: Use the TEXT function to format a number as currency with two decimal places.
Skill Tested: Formatting numbers using the TEXT function.
Data cleaning in Excel involves preparing your data for analysis by identifying and fixing or
removing any issues that may affect the accuracy of your results. Below are common data
cleaning tasks and techniques you can use in Excel:
1. Remove Duplicates
Steps:
1. Select the range of cells or the entire dataset.
2. Go to the Data tab and click on Remove Duplicates.
3. Select the columns where you want to check for duplicates and click OK.
4. Excel will tell you how many duplicates were removed.
Use Case: Remove repeated entries from customer names, transaction IDs, or any other dataset
to ensure uniqueness.
2. Text to Columns (Splitting Data)
Steps:
1. Select the column containing the data you want to split (e.g., full names into first and
last name).
2. Go to the Data tab and click Text to Columns.
3. Choose the delimiter (e.g., space, comma) or fixed width depending on the structure of
your data.
4. Follow the wizard to separate the data into new columns.
Use Case: Split addresses, dates, or names that are in one column into multiple columns for
easier analysis.
Use the TRIM function to remove extra spaces from text, leaving only single spaces between
words.
Formula:
=TRIM(A2)
This will clean leading, trailing, and excessive spaces in between words.
Use Case: Clean customer names, addresses, or other text fields where inconsistent spacing
might be present.
Use the CLEAN function to remove non-printable characters that may have been imported from
other systems (like extra spaces or invisible characters).
Formula:
=CLEAN(A2)
This removes characters such as line breaks or other characters that aren't visible but may
disrupt data processing.
Use Case: Clean data imported from external sources, such as databases or web scraping.
Steps:
1. Press Ctrl + H to open the Find and Replace dialog.
2. In the Find what box, enter the value you want to find.
3. In the Replace with box, enter the replacement value.
4. Click Replace All.
Use Case: Replace missing values (#N/A) with blanks, replace incorrect data, or standardize
values (e.g., changing "NY" to "New York").
6. Handling Missing Values
Identify missing data by using Excel's Filter feature or conditional formatting to highlight blanks.
Fill missing data:
o Manually input missing data where appropriate.
o Use the Fill Handle to fill missing values based on patterns (e.g., dates or numbers).
o Use the IF function to fill in missing values with a default value.
Formula
7. Standardize Data
Capitalize Text: Use the UPPER, LOWER, or PROPER functions to standardize text case.
o Formula for Proper Case:
=PROPER(A2)
=UPPER(A2)
=LOWER(A2)
Fix inconsistent date formats by ensuring all dates follow the same format (e.g., mm/dd/yyyy).
o Use the TEXT function to standardize date formats:
Formula:
=TEXT(A2, "mm/dd/yyyy")
Use Case: Standardize the format for customer names, addresses, or dates to ensure consistency across
the dataset.
Steps:
1. Press F5 or Ctrl + G to open the Go To dialog.
2. Click Special, then select Blanks or Formulas to identify specific types of data, such as
empty cells or errors.
3. You can then fill blanks with a default value or delete unwanted cells.
Use Case: Highlight empty cells, errors, or specific data types to clean your dataset.
=VALUE(A2)
Use Case: Convert text-based numbers into numeric format for calculations or analyses.
Steps:
1. If you know certain characters are invalid or unwanted, use the Find and Replace
feature or SUBSTITUTE function to remove them.
Use Case: Remove special characters like dashes, commas, or any unwanted symbols that
disrupt analysis.
Steps:
1. Select the data range you want to analyze.
2. Go to the Home tab, click Conditional Formatting, and choose New Rule.
3. Select Format only cells that contain, then choose Errors from the dropdown.
4. Set a format (e.g., a red fill) to highlight cells with errors.
Use Case: Quickly identify errors (e.g., #DIV/0!, #N/A) and clean them up.
Steps:
1. Select the dataset.
2. Go to the Home tab, click Find & Select, and choose Go To Special.
3. Select Blanks and click OK.
4. Right-click on one of the selected blank cells and choose Delete to remove rows or
columns.
Use PivotTables or the Consolidate tool to combine data from different worksheets into one
summary sheet.
Use Case: Combine sales data from multiple regions or months into a single report.
Data cleaning is an essential step to ensure your analysis is accurate and meaningful. By using
the above tools and functions, you can clean data efficiently, whether you are dealing with
duplicates, missing values, inconsistencies, or errors.
Question: How would you create a PivotTable to summarize sales data by region, product
category, and month? Can you also show how to filter out top 5 products by sales value?
Expected Answer:
o Select the data range and insert a PivotTable.
o Drag Region to Rows, Product Category to Columns, and Sales to Values.
o Use Date for the Rows or Columns and group it by Month.
o To filter top 5 products, click on the dropdown arrow next to the Product Category in
Rows/Columns, select Value Filters, and then choose Top 10. Change to 5 in the dialog.
Question: Explain the difference between VLOOKUP and INDEX-MATCH. Which one is more
efficient and why?
Expected Answer:
o VLOOKUP searches for a value in the first column and retrieves data from another
column in the same row.
o INDEX-MATCH is a combination of two functions: INDEX returns the value of a cell in a
specific position, and MATCH provides the row number of the searched value.
o INDEX-MATCH is more flexible (can search in any column) and typically more efficient,
especially in large datasets.
Question: How would you set up a data validation rule to ensure that only dates within the last
30 days can be entered in a cell?
Expected Answer:
o Select the cells where you want to apply the rule.
o Go to the Data tab and click Data Validation.
o In the Settings tab, select Date from the Allow dropdown.
o Set the condition to between, and in the Start date, enter =TODAY()-30, and in the
End date, enter =TODAY().
o This formula multiplies each sales value by its corresponding weight and then divides
the sum of the products by the sum of the weights to calculate the weighted average.
5. Advanced Charting
Question: How would you create a dynamic chart that updates based on the selection from a
dropdown list (e.g., choosing a specific region or product)?
Expected Answer:
o Use a dropdown list created via Data Validation (Data tab → Data Validation → List).
o Create a named range that dynamically updates using OFFSET and COUNTA.
o Use the INDEX function to display the selected region or product data based on the
dropdown list.
o Create a chart using this dynamic range so that when the dropdown selection changes,
the chart updates automatically.
Question: Explain how you would import data from multiple sheets into one table using Power
Query.
Expected Answer:
o Use Power Query (Data tab → Get Data → From Other Sources → Blank Query).
o In the query editor, use Excel.Workbook function to reference the workbook and
then combine the data from multiple sheets.
o Use the Append Queries function to combine data from all sheets into a single table.
o Clean and transform the data as necessary (remove columns, change data types, etc.)
before loading it into Excel.
Question: How would you create a relationship between two tables in Power Pivot and perform
a calculation (e.g., calculate the total sales per product)?
Expected Answer:
o Load the tables into Power Pivot (Data tab → Manage Data Model).
o Define the relationship by linking the relevant columns (e.g., Product ID in both tables).
o Create a new measure in Power Pivot to calculate total sales:
o Add the measure to a PivotTable to show the total sales per product.
o After typing the formula, press Ctrl + Shift + Enter to make it an array formula.
o In Excel 365/2021, you can use Dynamic Arrays directly without Ctrl+Shift+Enter.
Question: How would you use conditional formatting to highlight cells in a column where the
sales are above average for that specific region?
Expected Answer:
o Select the range of sales data.
o Go to Home → Conditional Formatting → New Rule.
o Choose Use a formula to determine which cells to format.
o Enter the formula:
o Set the format to highlight cells with sales greater than the average for that region.
Question: How would you create a dynamic named range that automatically adjusts as data is
added or removed from a table?
Expected Answer:
o Use the OFFSET function in the Name Manager to create a dynamic named range.
o Example formula:
=OFFSET(Sheet1!$A$1, 0, 0, COUNTA(Sheet1!$A:$A), 1)
o This formula adjusts the range dynamically based on the number of non-empty rows in
column A.
Question: How can the INDIRECT function be used to reference a cell in a different sheet
dynamically based on user input?
Expected Answer:
o Assume cell A1 contains the sheet name and cell B1 contains the cell reference (e.g.,
"A5").
o Use the formula:
o This will return the value from the cell A5 in the sheet whose name is in cell A1.
12. Advanced Data Cleaning with Power Query
Question: You are given a dataset with inconsistent date formats (some dates are in
mm/dd/yyyy, others in yyyy-mm-dd). How would you clean the dates in Power Query?
Expected Answer:
o Load the data into Power Query.
o Select the column with date data and convert all the entries to a consistent date format
using the Transform tab → Change Type → Date.
o If necessary, use the Add Column feature to reformat the date column using
Date.ToText to the desired format.
Question: How would you use Power Pivot to create a relationship between multiple tables and
perform complex calculations like calculating total sales for each region and product category?
Expected Answer:
o Load the tables into Power Pivot using Manage Data Model.
o Define relationships between tables using primary and foreign keys (e.g., Product ID and
Region).
o Create measures in Power Pivot to calculate metrics like total sales using DAX functions.
Example:
o Use this measure in a PivotTable or PivotChart to analyze sales by region and category.
Question: How would you create a dynamic named range that automatically adjusts when rows
are added or removed from a data set?
Expected Answer:
o Use the OFFSET function in Name Manager to define a dynamic range.
o Example formula for a dynamic range in column A:
=OFFSET(Sheet1!$A$1, 0, 0, COUNTA(Sheet1!$A:$A), 1)
Question: How can you use an array formula to calculate the total sales for products that meet
two conditions, such as sales above a certain amount and a specific region?
Expected Answer:
o Use an array formula with SUM and IF to calculate conditional sums.
o Example:
o Press Ctrl + Shift + Enter to enter it as an array formula (in Excel versions prior to
365/2021).
o In Excel 365/2021, dynamic arrays are used automatically without needing
Ctrl+Shift+Enter.
Question: What is the difference between VLOOKUP and INDEX-MATCH? Which one is better
and why?
Expected Answer:
o VLOOKUP searches for a value in the first column of a range and returns a value from
another column in the same row. It is limited because it can only look up values to the
right of the lookup column.
o INDEX-MATCH is more flexible. INDEX returns the value of a cell in a specified position,
and MATCH finds the position of a value in a row or column. It is more efficient,
especially with large datasets, as it doesn't require the lookup column to be the first
column.
o INDEX-MATCH is better when performing lookups to the left or when working with large
data.
Question: How would you use Power Query to merge data from multiple tables (e.g., sales data
and product data) into a single table for analysis?
Expected Answer:
o Open Power Query Editor and import data from multiple sources (tables or sheets).
o Use the Merge Queries option to combine the tables based on a common field, such as
Product ID.
o Choose the type of join (inner, outer, etc.) based on the required result.
o Perform any necessary transformations (e.g., removing columns, changing data types).
o Load the merged data into Excel for analysis.
Question: How would you apply conditional formatting to highlight the top 10% of sales in a
column, and how can you adjust the format dynamically when the data changes?
Expected Answer:
o Select the data range, then go to Home → Conditional Formatting → Top/Bottom Rules
→ Top 10%.
o You can modify the formatting options (e.g., cell color, font) to highlight the top 10% of
sales.
o The formatting will automatically adjust as the data changes, ensuring the top 10% cells
are always highlighted.
Question: How would you use dynamic arrays in Excel 365 to generate a list of unique values
from a range of data?
Expected Answer:
o In Excel 365, you can use the UNIQUE function to extract unique values from a range.
o Example:
=UNIQUE(A2:A100)
Question: How would you use the INDIRECT function to dynamically reference a cell or range
based on user input?
Expected Answer:
o Use INDIRECT to construct a reference to a cell or range based on the value in another
cell.
o Example:
o This formula dynamically references cell B2 in the sheet specified in cell A1, allowing the
user to change the sheet name by modifying A1.
Question: How would you use Power Pivot to create a data model for handling large datasets
with multiple sources and perform a complex calculation like calculating the moving average of
sales over the last 12 months?
Expected Answer:
o Load large datasets into Power Pivot using the Manage Data Model feature.
o Define relationships between the different data tables (e.g., sales data and calendar
table).
o Use DAX (Data Analysis Expressions) to create a measure for the moving average.
Example:
o This DAX formula calculates the average sales over the last 12 months for each period.
Question: How would you use COUNTIFS or SUMIFS to count or sum values based on multiple
criteria across different columns?
Expected Answer:
The COUNTIFS function counts the number of times multiple criteria are met across different columns.
Example: Counting the number of sales transactions that occurred in the "East" region with a sales
amount greater than 500:
Question: How would you use the Consolidate tool in Excel to combine data from multiple
worksheets into a single summary report?
Expected Answer:
o Go to the Data tab, click on Consolidate.
o Choose the function you want to use (e.g., Sum, Average) for consolidating the data.
o Select the ranges from different sheets that contain the data you want to consolidate.
o Use the Top row and Left column options to match labels, and click OK to generate the
summary.
Question: How would you perform a scenario analysis using Data Tables in Excel? For example,
calculate the effect of different interest rates on loan payments over different terms.
Expected Answer:
o Set up a data table with the varying interest rates and loan terms.
o Use the Data Table feature (Data → What-If Analysis → Data Table).
o In the Row input cell, link to the cell containing the term, and in the Column input cell,
link to the cell with the interest rate.
o Excel will then generate a table showing how the loan payments vary based on the
different interest rates and terms.
Question: How would you use VLOOKUP to find the price of a product from a table where the
product names are in column A and the prices are in column B?
Expected Answer:
o The formula to retrieve the price for a specific product (let's say "Product A") would be:
) and returns the value from the second column (column B), ensuring an exact match
with FALSE.
Question: How would you use VLOOKUP to return an approximate match for a lookup value,
such as finding a tax rate based on an income range?
Expected Answer:
o If the income ranges are in ascending order, you can use the TRUE parameter for an
approximate match.
Question: How can you use VLOOKUP with wildcards to search for a partial match in a text field?
Expected Answer:
o You can use the * wildcard for any number of characters and ? for a single character.
For example:
o This formula looks for any product name starting with "App" and returns the
corresponding value from the second column.
Question: How would you modify your VLOOKUP formula to handle errors, such as when the
lookup value is not found in the table?
Expected Answer:
o You can use the IFERROR function to handle errors like #N/A:
o This formula will return "Not Found" if VLOOKUP can't find "Product A" in the range A2
Question: Can VLOOKUP be used to look up values to the left of the lookup column? If not, how
would you solve this problem?
Expected Answer:
o No, VLOOKUP can only search to the right of the lookup column. To overcome this
limitation, you can use INDEX and MATCH functions:
o This finds "Product A" in column B and returns the corresponding value from column A.
Question: How would you use VLOOKUP with multiple criteria, such as looking up a price for a
specific product and region?
Expected Answer:
o VLOOKUP can only handle a single lookup value, so you can concatenate the criteria into
a helper column.
o For example, in a helper column, you can concatenate product and region:
Question: How would you modify the VLOOKUP formula to lookup values in a different
workbook (not in the same file)?
Expected Answer:
o You can reference an external workbook by including the full path. For example:
o This formula looks for "Product A" in the range A2 in the external file SalesData.xlsx
on Sheet1.
Question: How do you handle dynamic column index numbers in a VLOOKUP formula if the
lookup table's column order changes?
Expected Answer:
o Use the MATCH function to dynamically determine the column index number. For
example, if the column headers are in row 1, and you want to return the value from the
column that has the header "Price":
o This finds the column index of "Price" and uses it in the VLOOKUP formula.
Question: How would you use VLOOKUP to find the corresponding value for a range of lookup
values (e.g., finding a range for a grade based on a student's score)?
Expected Answer:
o You can use VLOOKUP with an approximate match for ranges.
o For example, if you have score ranges in column A and grades in column B:
o This looks for the largest value less than or equal to 85 in column A and returns the
corresponding grade from column B.
Question: How would you use a helper column to ensure an exact match lookup when dealing
with similar values (e.g., multiple entries of the same product name)?
Expected Answer:
o Create a helper column that combines unique identifiers (e.g., product code + product
name) to ensure uniqueness:
=A2 & B2
Question: How would you use VLOOKUP to look up a date range, such as finding the applicable
tax rate based on a given date?
Expected Answer:
o If your table contains date ranges, you can use VLOOKUP with an approximate match.
The dates in the lookup table must be sorted in ascending order.
o Example:
o This looks up today's date and finds the corresponding tax rate from column B,
returning the nearest match that is less than or equal to today's date.
Question: How would you perform a VLOOKUP when you need to search for multiple values
(e.g., product and region) in one formula?
Expected Answer:
o Use concatenation of multiple criteria in a helper column and then perform the
VLOOKUP:
o Where column A and column B are your lookup values, and column C contains
concatenated values of A and B.
LOOKUP FUNCTION
Problem Statement:
You are managing a small institute and have a list of employees with their respective Employee IDs,
salaries, designation, and DOJ. And your manager asks about the salary of a specific employee, this is
when you can use the LOOKUP function in Excel to quickly find the information.
Solution:
SYNTAX USED =LOOKUP (lookup_value,array)
Result:
Designatio
Emp ID Salary Emp ID Emp
n DOJ
ID
203 30000 202 Manager
203 23/Oct/24
LOOKUP(B29,B20:C23) LOOKUP(F29,F20:H23
) LOOKUP(I29,F20:I23)
LOOKUP(B38,B20:B23,C20:C LOOKUP(F40,F19:F22,H19:H22
23) )
CHOOSE Function
[Select a value from a list of values based on an index number]
Problem Statement:
You advise students on which course to take based on their interests. You want to display the course name based on a student's
choice.
• If a student wants to know about the course for option 3, what is the course name and its
fees?
• Gives function Number to basic function like Sum, Average, and Max and calculates it?
Solution:
Example =CHOOSE (N4, "Excel", "Power Query", "Power BI", "Tableau", "SQL Server")
Result:
MATCH Function
Problem Statement:
You are helping students to find the position of a specific course in a list of available courses. By
using the MATCH function, you can easily determine the course's position in the list.
Solution:
Tableau 4 2
MATCH(AK28,AM20:AM24,0) MATCH(AK33,AK19:AM19,0)
Problem Statement:
You are an academic advisor helping students choose courses based on their interests. You want to
display the course Discount% dynamically based on the course they select from a list.
Solution:
Course Discount %
Tableau 20
CHOOSE(MATCH(AR27,AS19:AS23,0),AT19,AT20,AT21,AT22,AT23)
[Search for a value in the first column of a range (or table) and return a value in the same row
from a specified column]
SYNTAX Vlookup(lookup_value, table_array, col_index_num,[range_lookup])
Problem Statement:
You are the ADMIN at an institute, and you need to provide information about new employees to your
team. You want to identify which employee joined most recently and gather details about their
designation and joining date.
Employee Table
Emp ID Emp Name Designation DOJ
202 Abhay Manager 10/Jan/24
203 Rohan Sr. Manager 23/Oct/24
201 Harsh Executive 8/Aug/24
Solution:
201 Harsh
Emp ID Designation
202 Manager
201 Executive
VLOOKUP(AE13,AE5:AH8,2,0) VLOOKUP(AE17,$AE$5:$AH$8,3,0)
In this function, we need to use absolute cell references for the table array. This way, we
can keep the table array fixed, so it doesn't change or move when we copy the formula to
other cells or drag downside.
Problem Statement:
You are a teacher at a training institute, and you have the following dataset of students and their
courses
Employee Table
• Use the VLOOKUP function to find out the designation for the given Emp ID
• Find out the position of Emp ID in Emp ID column
• Use a combination of VLOOKUP & MATCH to find out the Emp Name of Emp ID 201
Solution:
VLOOKUP(BP29, : BR24,3,0)
BP21
MATCH(BP34,BP21:BP24,0)
VLOOKUP(BP40,BP21:BS24,MATCH(BQ3
9,BP21:BS21,0),0)
Problem Statement:
Imagine you are managing employee records on an Excel sheet.
You have the following data on employee names, their unique IDs, and their job designations:
Employee Table
Emp Emp ID DOJ
Name Designation
Abhay 202 Manager 10/Jan/24
Rohan 203 Developer 23/Oct/24
Harsh 201 Designer 8/Aug/24
Your boss asks you to quickly retrieve details for employees based on their IDs. However, you realize
that Emp ID is in the second column, making it difficult to use a simple VLOOKUP (which requires the
lookup column to be first).
Solution:
Emp ID Emp
Name
203 Rohan
VLOOKUP(BX26,CHOOSE({1,2},BY20:BY22,BX20:BX22),2,0)
Problem Statement:
Course Details
Solution:
* (Asterisk): Matches any number of characters (e.g., *abc can match '1abc', 'xyzabc', 'abc').
Discount % Discount %
10 5
VLOOKUP("Adv*",CG18:CH27,2,0) VLOOKUP("*BI",CG22:CH30,2,0)
? (Question mark): Matches exactly one character (e.g., abc? can match 'abcd', 'abce').
Course
Adv SQL Server
VLOOKUP("PLTL1?",CF24:CG33,2,0)
Problem Statement:
• You have two tables of data: one with course fees and another with course discount
percentages.
• Your manager wants to see the total discount amount.
Solution:
XLOOKUP Function
XLOOKUP is a powerful and flexible lookup function in Excel that’s designed to overcome many
limitations of VLOOKUP and HLOOKUP.
Introduced in Excel 365 and Excel 2019, XLOOKUP can search for a value in a range and return a
corresponding result from another range.
Unlike VLOOKUP, XLOOKUP does not require the lookup column to be on the left, and it can search
from the bottom up, perform exact or approximate matches, and even return multiple values.
Problem Statement:
XLOOKUP(CB50,CB40:CB44,CD40:CD44,"Not Found",0)
• Exact Match or Next Smaller Item (match_mode=-1)
Emp Salar
ID y
4800
104
0
XLOOKUP(CB58,CB40:CB44,CD40:CD44,"Not Found",-1)
If you want the exact salary of "Emp ID 104". However, if "104" isn't found, you are okay with the
salary of the next alphabetically smaller emp id
Emp
Salary
ID
104 60000
XLOOKUP(CB66,CB40:CB44,CD40:CD44,"Not Found",1)
You want to exact salary of "Emp ID 104", but if it's unavailable, you will accept the salary of the next
alphabetically larger emp id
You want to find the price of any name of employee that contains"ra" in its name using a
ra 55000
XLOOKUP("ra*",CC40:CC44,CD40:CD44,"Not Found",2)
Course Details
Emp ID Name
Excel 10
XLOOKUP(CB89,CC105:CC115,CD105:CD115,"Not Fount",0,1)
Excel searches the lookup_array starting from the last element and moving to the first useful when you
want to find the last occurrence of the lookup_value in the list, if the lookup_array contains multiple
instances of the value, this mode will return the price of the last Course name found
Emp ID Name
Excel 5
XLOOKUP(CB100,CC105:CC115,CD105:CD115,"Not Fount",0,-1)
Performs a binary search on the lookup_array, assuming it is sorted in descending order.Similar to option
2, but for datasets sorted in descending order.
HLOOKUP Function
[Search for a value in the top row of a table or range and returns a value in the same column
from a specified row in that table or range. It is particularly useful for horizontal data lookups,
where the data is organized in rows rather than columns.]
Problem Statement:
You are an admin at an institute, and your manager wants to quickly find the sales of specific
quarters based on course names.
Courses Sold
Solution:
Qtr. Power BI
Power BI 180
HLOOKUP(CP32,CP12:CT17,4,0)
HLOOKUP(CP37,CP32:CU33,2,0)
[The HLOOKUP function combined with the MATCH function allows for dynamic row selection in
horizontal lookups. MATCH helps to find the row number, making HLOOKUP flexible for
changing data sets.]
MATCH FUNCTION:
[Find out row and column number]
Problem Statement:
If we have course sold and course fees data:
Courses Sold
Solution:
[Combining HLOOKUP and VLOOKUP functions allows you to dynamically retrieve data from
two datasets. This is useful for calculations that rely on different lookup directions
(horizontal and vertical)].
Problem Statement:
Using both functions, you need to calculate the total revenue from two datasets.
Courses Sold
Course Fees
ID Course Name Fees
1 Excel 2000
2 Power Query 3000
3 Power BI 5000
4 Tableau 4500
5 SQL Server 3500
Solution:
HLOOKUP(DL$24,$DK$12:$DO$17,MATCH($DK25,$DK$12:$DK$17,0),0)*VLOOKUP($DK25,$DR$12:$DS$
17,2,0)
Problem Statement:
• You are maintaining Institutes expenses data, You manager want to know office rent of
Apr month • You manager want to see Laptop Rent of Qtr 2
Monthly Expenses
Expense Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
s
Office 3838 4125 5591 7954 4817 4125 4397 5120 5799 6800 5872 6945
Rent
Electricit 1432 1361 1107 1126 1078 1151 1453 1152 1355 1025 1138 1170
y
Internet 1500 1500 1500 1500 1500 1500 1500 1500 1500 1500 1500 1500
Laptop
4535 4988 4212 4342 4508 4909 4046 4146 4095 4326 4648 4027
Rent
Material 244 189 407 157 452 375 295 240 166 118 197 205
s
Certificati
o 100 100 100 100 100 100 100 100 100 100 100 100
n
Salary 5000 5000 5000 5000 5000 50000 5000 5000 5000 5000 5000 5000
0 0 0 0 0 0 0 0 0 0 0
Stationer 381 455 131 485 473 354 239 147 295 187 288 436
y
Solution:
Expenses Apr
Office Rent 7954
OFFSET(DS31,MATCH("Rent",DS32:DS36,0),MATCH("Q2_Sales",DT31:DW31,0))
Expenses Qtr 2
Expenses Dec
Certification 100
Salary
50000
Stationery 436
OFFSET(DT17,MATCH(DT41,DT18:DT25,0),MATCH(DU40,DU17:EF17,0),4,1)
Problem Statement:
• You have maintaining student admission data
• Your manager wants to know the average student enrollment for the Power BI course in Q2.
• Your manager wants to know the total student enrollment for the Excel course in Q3
Admission Data
Month Excel Power Query Power BI Tableau SQL Server
Jan 15 19 13 14 11
Feb 7 13 8 13 3
Mar 16 9 10 3 6
Apr 8 3 5 11 11
May 17 9 8 10 4
Jun 3 15 9 6 9
Jul 17 6 20 10 18
Aug 6 7 20 5 4
Sep 10 19 3 14 18
Oct 16 8 16 7 18
Nov 19 12 13 3 3
Dec 7 20 12 4 16
Solution:
Course Q2
Power BI 14.33333333
AVERAGE(OFFSET(EH17,7,MATCH(EH35,EI17:EM17,0),3,1))
Q3 Total Admission
Oct 174
SUM(OFFSET(EH17,MATCH(EH52,EH18:EH29,0),1,3,5))
Problem Statement:
• You are working as an accountant in a coaching institute.
• Your CA wants to quickly know the Jan months Excel & Power BI course total GST Amt.
• Your CA wants to quickly know the Mar months Power Query & SQL Server course total GST Amt.
GST Data
Month Excel Power Power BI Tableau SQL
Query Server
Jan 4401 6100 1965 1962 3080
Feb 5757 1698 9156 2016 2055
Mar 4437 1403 6150 1611 5166
Solution:
• Find out total GST amount of course Excel & Power BI for Jan Months.
Ans: 6366
Function: VLOOKUP ("Jan", ER15:EW18, MATCH ("Excel", ER15:EW15,0),0) +OFFSET (ER15, MATCH ("Jan", ER16:ER18,0),
MATCH ("Power BI", ES15:EW15,0),1,1)
• Find out total GST amount of course Power Query & SQL Server for Mar Months.
Ans: 6569
Function: VLOOKUP ("Mar", ER15:EW18, MATCH ("Power Query", ER15:EW15,0),0) +OFFSET (ER15, MATCH ("Mar",
ER16:ER18,0), MATCH ("SQL Server", ES15:EW15,0),1,1)
Problem Statement:
• You have year 2023 student's total enrollment data
• You manager want to know quickly highest
enrollment
• You manager want to know quickly lowest
enrollment
Year 2023 nt
Enrollme
Month Courses Total Enrollment
Jan Excel 635
Feb Power Query 112
Mar Power BI 318
Apr Tableau 384
May SQL Server 392
Jun Excel 742
Jul Power Query 338
Aug Power BI 667
Sep Excel 194
Oct Power Query 158
Nov Power BI 527
Dec Excel 871
Solution:
Lowest Student
Enrollment
112
MIN(ET14:ET25)
IF(logical_test,[value_if_true],[value_if_false])
Problem Statement:
• You have year 2023 students total enrollment data
• You manager want to know quickly highest enrollment for Excel course
• You manager want to know quickly lowest enrollment for Power BI Course
Y ear 2023 nt
Enrollme
Month Courses Enrollment
Jan Excel 635
Feb Power Query 112
Mar Power BI 318
Apr Tableau 384
May SQL Server 392
Jun Excel 742
Jul Power Query 338
Aug Power BI 667
Sep Excel 194
Oct Power Query 158
Nov Power BI 527
Dec Excel 871
Solution:
Course Enrollment
Excel 871
MAX(IF(FA12:FA23=EZ28,FB12:FB23,""))
Course Enrollment
Power BI 318
MIN(IF(FA13:FA24=EZ36,FB13:FB24,""))
MAXIFS function
[Find the maximum value based on one or more conditions. This is useful for datasets where you
want to find the maximum in a filtered data]
Problem Statement:
Suppose you want to find the maximum student enrollment for a specific course like Excel. Your
manager want to know the lowest enrollment for Power Query course
Course Enrollment
Excel 871
MAXIFS(FH15:FH26,FG15:FG26, FF30)
Course Enrollment
Power Query 112
MINIFS(FH13:FH24,FG13:FG24,FF34)
SYNTAX IF(logical_test,[value_if_true],[value_if_false])
PRODUCT(number1,[number2]..)
Problem Statement:
You're working on a Year 2023 student enrollment data and you need to calculate a "weighted
revenue" based on course, enrollment, fees, and discount rates. You want to find the revenue for only
those items with a specific month and apply a discount to get a result.
• Calculate the total revenue for course after applying the discount rate, using a formula that
combines PRODUCT with other functions
Solution:
SYNTAX: INDEX(array,row_num,[column_num])
MATCH(lookup_value,lookup_array,[match_type])
Problem Statement:
Suppose you work in a company's HR department, and you have a dataset listing employees’ details.
You want to retrieve an employee’s designation and date of joining (DOJ) based on their Emp
Name and Emp ID.
Employee Table
Emp ID Emp Name Designation DOJ
202 Abhay Manager 10/Jan/24
203 Rohan Developer 23/Oct/24
201 Harsh Designer 8/Aug/24
204 Abhay Analyst 15-Mar-24
• Retrieve the Designation and DOJ for "Abhay" with Emp ID 204.
• Retrieve the Emp ID for Employee Rohan.
Solution:
Name Emp ID
Rohan 203
INDEX(FX17:GA21,MATCH(FX38,FY17:FY21,0),MATCH(FY37,FX17:GA17,0))
=if(logical_test, [value if true], [value if False] Understanding the IF Function 1.Logical_test: The
condition you want to test. Value_if_true: The value to return if the condition is true. 2. Value_if_false:
The value to return if the condition is false. 3. Example: Converting USD to INR Let's say you have a list of
amounts in USD and want to convert them to INR. You can use the IF function to check if the currency is
USD and then apply the conversion rate. =IF(A2="USD", B2*75, B2) Formula: A2: Contains "USD" if the
amount is in USD. B2: Contains the amount in USD. 75: The conversion rate from USD to INR.
Understanding the IF Function If you have to deal with multiple currencies, you can use nested IF
functions to create more complex conditions. Syntax =IFS(logical_test_1, [value if true], logical_test_1,
[value if True].....etc
Microsoft Excel is one of the simplest and most powerful software applications available out there. It
lets users do quantitative analysis, statistical analysis with an intuitive interface for data manipulation,
so much so that its usage spans across different domains and professional requirements. This is an
important field that gives a head-start for becoming a Data Analyst. So, now let us quickly discuss the
questions asked with respect to this topic.
Q1. Can you tell what is a waterfall chart and when do we use it?
The waterfall chart shows both positive and negative values which lead to the final result value. For
example, if you are analyzing a company’s net income, then you can have all the cost values in this chart.
With such kind of a chart, you can visually, see how the value from revenue to the net income is
obtained when all the costs are deducted.
Q2. How can you highlight cells with negative values in Excel?
You can highlight cells with negative values in Excel by using the conditional formatting. Below are the
steps that you can follow:
• Select the cells which you want to highlight with the negative values. Go to the
Home tab and click on the Conditional Formatting option Go to the Highlight Cell
Rules and click on the Less Than option.
• In the dialog box of Less Than, specify the value as 0.
Fig 3: Snapshot of Highlighting cells in Excel – Data Analyst Interview Questions
Q3. How can you clear all the formatting without actually removing the cell
contents?
Sometimes you may want to remove all the formatting and just want to have the basic/simple data. To
do this, you can use the ‘Clear Formats’ options found in the Home Tab. You can evidently see the
option when you click on the ‘Clear’ drop down.
Fig 4: Snapshot of clearing all formatting in Excel – Data Analyst Interview Questions
Q4. What is a Pivot Table, and what are the different sections of a Pivot Table?
A Pivot Table is a simple feature in Microsoft Excel which allows you to quickly summarize huge
datasets. It is really easy to use as it requires dragging and dropping rows/columns headers to create
reports.
Yes, we can create one Pivot Table from multiple different tables when there is a connection between
these tables.
Q6. How can we select all blank cells in Excel?
If you wish to select all the blank cells in Excel, then you can use the Go To Special Dialog Box in Excel.
Below are the steps that you can follow to select all the blank cells in Excel.
• First, select the entire dataset and press F5. This will open a Go To Dialog Box.
• Click the ‘Special‘ button which will open a Go To special Dialog box. After that, select the
Blanks and click on OK.
The final step will select all the blank cells in your dataset.
Q7. What are the most common questions you should ask a client before creating a
dashboard?
Well, the answer to this question varies on a case-to-case basis. But, here are a few common questions
that you can ask while creating a dashboard in Excel.
Q8. What is a Print Area and how can you set it in Excel?
A Print Area in Excel is a range of cells that you designate to print whenever you print that worksheet.
For example, if you just want to print the first 20 rows from the entire worksheet, then you can set the
first 20 rows as the Print Area.
Now, to set the Print Area in Excel, you can follow the below steps:
• Select the cells for which you want to set the Print Area.
• Then, click on the Page Layout Tab.
• Click on Print Area.
• Click on Set Print Area.
Q9. What steps can you take to handle slow Excel workbooks?
Well, there are various ways to handle slow Excel workbooks. But, here are a few ways in which you can
handle workbooks.
Multiple sorting refers to the sorting of a column and then sorting the other column by keeping the first
column intact. In Excel, you can definitely sort multiple columns at a one time.
To do multiple sorting, you need to use the Sort Dialog Box. Now, to get this, you can select the data
that you want to sort and then click on the Data Tab. After that, click on the Sort icon.
In this Dialog box, you can specify the details for one column, and then sort to another column, by
clicking on the Add Level button.
Moving onto the next set of questions, which is questions asked related to
Statistics.
Challenges:
Extract the first two letters from each department name in the dataset
below. What formula did you use?
Create a pivot table to summarize total sales by department for 2023 using
the dataset below. Can you explain the steps you followed?
Use advanced filters to display only those employees whose sales in 2023
were above $18,000 using the dataset below. How did you configure the
filters?
Identify and correct any potential errors in the 'Sales 2023' figures using the
dataset below. What Excel tools did you use for error checking?
Activate to view larger image,
1.Removing Duplicates: Eliminate repeated entries to ensure data accuracy.
2. Text to Columns: Split text into multiple columns for better organization.
3. Data Validation: Set rules to maintain data integrity.
4. Flash Fill: Automatically fill data based on patterns.
5. SUMIFS, COUNTIFS, AVERAGEIFS: Aggregate data with multiple criteria.
6. VLOOKUP, HLOOKUP: Search for data vertically or horizontally.
7. INDEX, MATCH, INDEX & MATCH: Combine functions for powerful lookups.
8. IF, AND, OR, NOT: Perform logical operations.
9. Nested Functions: Use multiple functions within one another.
10. Array Formulas: Handle multiple values at once.
11. XLOOKUP, LET: Modern functions for efficient lookups and variable definitions.
12. SUMPRODUCT, INDIRECT: Advanced functions for complex calculations.
13. LEFT, RIGHT, MID: Extract specific characters from a string.
14. Pivot Tables & Pivot Charts: Summarize and visualize large datasets.
15. Data Sorting and Filtering: Organize and find data efficiently.
16. Subtotals: Calculate subtotals within your data sets.
17. Conditional Formatting: Highlight data based on conditions.
18. Basic to Advanced Charting: Create various types of charts.
19. Creating Dynamic Dashboards: Build interactive and real-time dashboards.
20. Data Consolidation Techniques: Combine data from different sources.
21. Advanced Filter: Perform advanced data filtering.
22. Slicers and Timelines in Pivot Tables: Enhance pivot table interactivity.
23. Excel Functions for Date and Time (TODAY, NOW, EOMONTH, etc.): Manage and
manipulate date and time data.
24. Error Handling Functions (IFERROR, ISERROR): Handle errors in formulas efficiently.
25. COUNTA: Count non-empty cells in a range to assess data presence.
Excel :
1. Basics
- Cell operations and basic formulas: SUMIFS, COUNTIFS, AVERAGEIFS
- Charts and introductory data visualization
- Data sorting and filtering, Conditional formatting
2. Intermediate
- Advanced formulas: V/XLOOKUP, INDEX-MATCH, complex IF scenarios
- Summarizing data with PivotTables and PivotCharts
- Tools for data validation and what-if analysis: Data Tables, Goal Seek
3. Advanced
- Utilizing array formulas and sophisticated functions
- Building a Data Model & using Power Pivot
- Advanced filtering, Slicers and Timelines in Pivot Tables
- Crafting dynamic charts and interactive dashboards
Excel Proficiency:
- Cell operations, formulas (SUMIFS, COUNTIFS, AVERAGEIFS)
- PivotTables, PivotCharts, Data validation, What-if analysis
- Advanced formulas, Data Model & Power Pivot
➡️Removing Duplicates
➡️Text to Columns
➡️Data Validation
➡️Flash Fill
Formula Proficiency:-
Visualization Mastery:-
➡️Conditional Formatting
➡️Basic to Advanced Charting
➡️Creating Dynamic Dashboards
➡️Sparklines
Efficiency Boosters:-
➡️Keyboard Shortcuts
➡️Basic Macros and VBA (Optional)
➡️Data Consolidation Techniques
➡️Error Checking and Auditing Tools
Excel:
Basic
➡️Cell operations, basic formulas (SUMIFS, COUNTIFS, AVERAGEIFS, IF, AND, OR, NOT &
Nested Functions)
➡️Introduction to charts and basic data visualization
➡️Data sorting and filtering
➡️Conditional formatting
Intermediate
➡️Advanced formulas (V/XLOOKUP, INDEX-MATCH, nested IF)
➡️PivotTables and PivotCharts for summarizing data
➡️Data validation tools
➡️What-if analysis tools (Data Tables, Goal Seek)
Advanced
➡️Array formulas and advanced functions
➡️Data Model & Power Pivot
➡️Advanced Filter
➡️Slicers and Timelines in Pivot Tables
➡️Dynamic charts and interactive dashboards
2 reasons why you should start your analytics journey with Excel.
3) Power BI adoption
- DAX and Power Query in Excel make PBI easier to adopt
3. Data Cleaning and Transformation: Familiarize yourself with data cleaning techniques
using functions like TRIM(), CLEAN(), TEXT(), and DATE(). Use Excel’s built-in tools like
Flash Fill, Text to Columns, and Remove Duplicates for efficient data preparation.
5. Advanced Charts and Graphs: Create a variety of charts, including bar charts, line
charts, scatter plots, and histograms. Understand when and how to use each chart type
for the best data representation.
6. Macros and VBA: Learn to automate repetitive tasks by recording macros and writing
simple VBA scripts, streamlining workflows and saving time on complex processes.
7. Data Validation and Dropdowns: Use data validation to control user input, ensuring
data accuracy and consistency. Create dropdown lists and other controls for better data
entry.
9. What-If Analysis: Perform what-if analysis using tools like Goal Seek, Data Tables, and
Scenario Manager to model different scenarios and assess their potential impact.
10. Power Query and Power Pivot: Use Power Query for advanced data import, cleaning,
and transformation, and Power Pivot for building sophisticated data models and
performing complex calculations using DAX within Excel.
2.What is the purpose of the CONCATENATE function (or CONCAT function in newer
versions)?
Answer: The CONCATENATE function (or CONCAT in modern Excel versions) combines
multiple text strings into one cell.
Answer: A pivot table is a powerful tool for summarizing and analyzing data. To create
one:
Select the data range.
Go to the "Insert" tab and click "PivotTable."
Drag fields into the rows, columns, values, and filters areas to organize the data.
Answer: VLOOKUP is a function that searches for a value in the first column of a range
and returns a value from another column in the same row. Example formula:
=VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup]).
Answer:
SUMIF(range, criteria, [sum_range]) adds the values in the range that meet the given
criteria.
COUNTIF(range, criteria) counts the number of cells that meet the given criteria.
Text Functions
205. Extract the first three characters from a text string using the LEFT function.
206. Convert text to uppercase using the UPPER function.
207. Split data in a column (e.g., full name into first and last name).
Data Cleaning
208.
209. Remove duplicates from a dataset.
210. Trim extra spaces in a text column using the TRIM function.
Power Query
218.
219. Demonstrate how to import data from a CSV file using Power Query.
220. Transform data (e.g., split columns, remove duplicates).
Data Modeling