Hi everyone! Have an interview coming up and I know I’ll be asked to demonstrate some excel skills live. What kind of excel skills are really needed for an analyst roll? Any thoughts on how to prepare? Thanks for the help!

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I think it depends on the type of analyst role you are going for, but the types of skills I've seen my data analyst coworkers utilize regularly on my engagements are things like:
- Advanced formulas (VLOOKUPS, INDEX + MATCH, SUMIFS, COUNTIFS, etc.);
- Data validation;
- Macros;
- VBA;
- Regression modeling;
- Data visualization; and
- Dashboards.

I'd do some research online to find out what excel skills are typically needed for the role you are applying for and then look for resources to help you practice those skills. There are a ton of websites that off free tutorials and videos. When all else fails there are a ton of helpful videos on YouTube. Don't hesitate to use any and all resources, including those at your school.

YouTube tutorials and forums like Stack Overflow pretty much carried me through college. Even now, whenever my coworkers and I can't figure something out we look for the answer online. 🙃

Hope this helps and good luck!

likehelpful

Data modeling, VBA and macros is a little advanced for an entry level rule IMO. Pivot tables, basic data manipulation so sumif, if statements, vlookup etc would be great to have. Best is ability to demonstrate you can synthesize data and draw conclusions out of it, such as discrepancies between two sets of data, missing values etc

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Thanks for posting an articulate answer that is realistic for op

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Structured thinking and not making mistakes. Honestly, just having solid attention to detail is like 90% of being good at excel. The models that I have seen fail never fail because the person did not use the fanciest formula. They failed because of a stupid mistake which they did not spot.

Be good at explaining your work. Make sure they don’t fall behind as you do your calculations.


I personally like the ‘rule of thumb’ which is that no excel formula should be longer than your thumb unless absolutely necessary. What this means is that you break out multiple statements into separate columns. By doing this it is much easier to spot errors. So instead of having lots of nested IF statements, you split them into their own columns and have one IF statement at a time. Then, for example, your final formula can simply say ‘if all these columns are TRUE then return TRUE’. Therefore if the last formula says FALSE you don’t have to wade through your formula to find out which nested IF was causing it to fail. It will be clear because one or more of your broken out columns will clearly say ‘FALSE’.

likehelpful

Xlookup (people stop reccing vlookup or index match).

If statements and nested ifs.

Pivot tables.

Light modeling (can this person quickly project out a few different scenarios in a clean way). Fyi had a client ask for exactly this on the fly the other day.

helpful

Pivot tables + vlookups/index match + use you keyboard instead of mouse with shortcuts (all the macro and vba stuff is a nice to have). But more importantly, have fluency with the data, understand what you doing with it before showing off your excel skills. Good luck

helpful

Nothing to add except go Quakers!! ♥️💙

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