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Free PDF · Excel

12 tasks they give you in the Excel test round

Cleaning, lookups, totals, ranking. Try each one before you look at my formula.

+ 1 more free PDF on this page.

DGExcel12 tasks they give you in the Excel test round12 Tasks@thedataguy16

12 Excel tasks from the test round.

Most analyst hiring has one. Messy data, a lookup, a few totals, a ranking.

Try each task on your own sheet first. Then check my formula.

If you can do all 12 without Googling, you're ready for that round.

Save this and practise 3 a day.

Tasks 01-02 · Cleaning

First, fix the messy data.

  1. 01

    Clean names with extra spaces

    =PROPER(TRIM(A2))

    Removes extra spaces, then fixes the case.

  2. 02

    Pull the domain from an email

    =TEXTAFTER(A2, "@")
    
    =MID(A2, FIND("@", A2) + 1, 100)

    First one needs Excel 365. Second works in any version.

Tasks 03-04 · Lookup

The lookup every test has.

  1. 03

    Price for a product ID

    =XLOOKUP(A2,
      Products[ID],
      Products[Price],
      "Not found")

    Fourth argument handles missing IDs. No ugly #N/A.

  2. 04

    Lookup with two conditions

    =XLOOKUP(1,
      (Sales[Region]=G2) *
      (Sales[Month]=H2),
      Sales[Amount])

    Multiply the conditions. Only the matching row becomes 1.

Tasks 05-06 · Totals

Totals with conditions.

  1. 05

    Sales for one region in one month

    =SUMIFS(Sales[Amount],
      Sales[Region], "North",
      Sales[Month], "Jan")

    Add as many range, criteria pairs as you need.

  2. 06

    Count orders above 5,000

    =COUNTIFS(Sales[Amount], ">5000")

    Put the operator inside the quotes.

Tasks 07-08 · Dynamic arrays

One formula, whole table.

  1. 07

    Unique list of customers

    =UNIQUE(Sales[Customer])

    Spills down on its own. Updates when data changes.

  2. 08

    All rows for one region

    =FILTER(Sales,
      Sales[Region] = "North",
      "No rows")

    Third argument shows when nothing matches.

Tasks 09-10 · Ranking

Who is on top.

  1. 09

    Top 5 rows by amount

    =TAKE(SORT(Sales, 3, -1), 5)

    Sort by column 3 (Amount) descending, keep 5 rows.

  2. 10

    Rank each salesperson

    =RANK.EQ(C2, $C$2:$C$20, 0)

    0 means highest value gets rank 1.

Tasks 11-12 · Logic + dates

Buckets and dates.

  1. 11

    Grade scores into A to D

    =IFS(B2 >= 90, "A",
      B2 >= 75, "B",
      B2 >= 60, "C",
      TRUE, "D")

    Checks top to bottom. TRUE catches the rest.

  2. 12

    Working days between two dates

    =NETWORKDAYS(A2, B2)

    Skips Saturdays and Sundays. Add a holiday range as 3rd input.

How to clear the round

Don't

  • Type numbers you can reference
  • Merge cells in the output
  • Leave #N/A on the sheet

Do

  • Convert data to a table (Ctrl+T)
  • Give every lookup a fallback
  • Label each answer clearly

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12 tasks they give you in the Excel test round

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Top 10 Excel formulas every analyst uses

Top 10 Excel formulas every analyst uses.

One page. Plus 20 shortcuts on the next one.

If you know these cold, most Excel test rounds feel easy.

Save it. Screenshot it. Keep it next to your laptop.

Top 10 formulas

Excel cheat sheet

FormulaExample
XLOOKUP=XLOOKUP(A2, IDs, Names, "Not found")
SUMIFS=SUMIFS(Sales, Region, "North", Month, ">=4")
COUNTIFS=COUNTIFS(Status, "Closed", Owner, A2)
IFERROR=IFERROR(A2/B2, 0)
UNIQUE=UNIQUE(Customers)
FILTER=FILTER(Data, Region="North")
TEXTAFTER=TEXTAFTER(A2, "@")
INDEX + MATCH=INDEX(Price, MATCH(A2, Item, 0))
SORTBY=SORTBY(Names, Sales, -1)
LET=LET(t, SUM(B:B), B2/t)

Excel shortcuts you will use daily

All 20 shortcuts are on the Excel cheat sheet page and in the PDF.

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Top 10 Excel formulas every analyst uses

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