Excel exercises
Excel exercises: Capstone projects
The capstones give you a business question and a workbook, with less scaffolding than the exercises before them.
Nobody tells you which function to reach for. A sales summary, a lookup dashboard, a cleanup of an imported list and a budget against actuals each take two screens. The first builds the answer and the second reads it back off the sheet.
The audit gives you five sheets, each with one broken cell, and asks you to repair it from the error code. A division by an empty cell, a lookup with no matching row and text where a number belongs each need a different repair. Six exercises at level 3.
Treat each one as a brief rather than a drill. Decide the shape of the answer first, write the formula second, and use the reading screen as the check that the first decision was right. The four business briefs take two screens each, and the audit takes five.
A stale exercise is one you finished two weeks ago or longer. One that needs practice took a hint, or more than one try.
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- Capstone: North gross margin Paid Total by region, divide to a margin percentage, and leave a blank where revenue is missing.
- Sales summary end to end Paid Total a region with SUMIFS, then answer which region leads with one IF around two totals.
- Lookup dashboard from three tables Paid Read a keyed value with INDEX and MATCH, then chain the pair to reach a third table.
- Clean up an imported list Paid Tidy spacing and case with TRIM and PROPER, then build a lower-case key from the same text.
- Budget versus actual with a variance flag Paid Size a variance as a share of budget, then flag it with one threshold both ways.
- Formula audit: fix five broken sheets Paid Repair five broken cells, one per error code, by choosing the test each code implies.