Skills To Look for When Hiring an Excel Expert
September 07, 2022
Microsoft Excel is a software program created by Microsoft that uses spreadsheets to organize numbers and data with formulas and functions. Excel analysis is ubiquitous across the globe and used by businesses of all sizes.
Depending on the job requirements, you need to assess candidates for their Excel skills. But what to look for?
Here's a quick guide on what skills to look for when hiring an Excel expert for different job roles and experience levels.
The main uses of Excel include:
The main roles that might require Excel skills are:
One of the main skills an admin assistant needs to exhibit is the ability to provide crisp concise information in a consumable format to clients and managers. One of the simplest tools for the same is Microsoft Excel.
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Excel is positioned as the one of the most important tools for auditors to support them throughout their daily activities, whether it comes to risk analysis or control testing. Every day, auditors typically live and breathe in Excel.
Looking to screen Auditor candidates for Excel skills?
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A business analyst's role involves around a lot of reporting, creating dashboards and working with numbers.
Their job requires them to fully understand the business model and all the processes involved. This is why they take the lead in processing and analyzing all available information and come up with the necessary solutions to every problem of the company.
The majority of companies today realize the value of a data-driven business strategy and are in need of talented individuals to provide insight into the constant stream of collected information. Research shows that nearly 70 percent of U.S. executives say they will prefer job candidates with data skills by 2021, and the demand for analysts will only grow as we continue to digitize our physical world.
For handling large datasets, R or Python might be a better choice but for most light analytics, VBA lookups, Macros and other advanced Excel functionalities are often used.
Over the years, Excel has remained a mainstay for businesses in every industry, so learning it is a must.
Looking to screen Data Analyst candidates for Excel skills?
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VLOOKUP: This is by far the most useful function in Excel where one can assign categories without using a lot of complex formulas.
Sort: When you are working with a large amount of data, there may be scenarios where you want to group certain type of data and want to sort it in ascending order, descending order, alphabetical order or some other way and doing it manually will take a long time, instead one can use the sort function and group the data in few seconds.
Filter: Applying filters to your data can bring in a lot of ease and convenience. You can subgroup the data according to your needs. It helps you to narrow down your large data and you can view only the information that is relevant to you.
SUMIF function: Adding your cells in Excel is easy, but what if you want to add only if certain condition is met. That is where the SUMIF function comes to your rescue. SUMIF function helps you to get the sum of a range after fulfilling certain mentioned criteria. When you want to add more than one condition then use SUMIFs function instead of SUMIF. By using this function you can add the total number of numerical entries within a range if the desired criteria are met. It works with numbers when adding figures, disregarding entries containing texts.
COUNTIF: This function counts the number of entries within a range if certain criteria are met regardless if the data are text or numbers.
Pivot Table: This feature allows you to summarize and analyze large amounts of data in lists and tables, by dragging and dropping columns to different rows, columns, or summary positions. You can easily arrange and pivot statistics in order to make the information more consumable.
Text Formulas: Text formulas can help when you want to extract only a certain amount of text from a large amount of data.
IF formulas: Often you are required to make certain decisions based on your data research. For e.g., if you want to calculate sales based commission for your employees.
Charts: Too many numbers create too much of confusion and hence using charts can be a great help. Charts simplify the data and make it look more presentable.
Conditional Formatting: Conditional formatting can be used to highlight important cells, or unusual information by using data bars and color scales. This is a useful tool for effective presentation of important information.
Other important functions and skills include CONCATENATE, MOD, MATCH, HLOOKUP, VBA, Advanced Filtering, Conditional Formatting and Analysis Tool Pack.
– Quickly seeing sum or average
– Finding and analyzing records using complex filters
– Finding missing dates in data
– Joining text
– Analyzing data with pivot tables
– Analyzing results by date
– Formula auditing
– Dealing with dates
– Using conditional formatting
– Adding subtotals
– Looking up data
– Finding transactions from the last week
– Creating a random sample from a dataset
– Sorting your data, also by color
– Using icon sets to mark values
– Matching two lists
– Retrieving many columns from the lookup range
– Highlighting outliers
– Dealing with errors in formula results with missing values
– Finding duplicates or unique values
– Automating excel with VBA
– Getting good records from bad data
Looking to screen candidates for Excel skills using a pre-employment assessment?
Deepti is a co-founder at Adaface. Her online persona is extroverted, but in real life she is terribly introverted and you can startle her just by calling out her name.