Advanced Excel Interview Questions in Ahmedabad

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Form controls are added from the Developer tab > Insert. Each control writes a value into a linked cell: a combo box writes the position of the selected item, a check box writes TRUE or FALSE, and a scroll bar writes a number within a set range. Formulas such as INDEX, CHOOSE or FILTER read that cell to change the chart data, so the dashboard reacts without any macros.

Your manager asks you to replace all VLOOKUPs in a legacy workbook with XLOOKUP. How do you approach it?

Lookup and Dynamic Array FunctionsMedium

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First confirm everyone who opens the file has Microsoft 365 or Excel 2021, because older versions show #NAME? for XLOOKUP. Save a backup, list the VLOOKUPs using Find with Look in: Formulas, and replace them sheet by sheet, keeping an exact-match default. Compare key totals before and after, document the change in a notes sheet, and keep a version that still uses INDEX/MATCH if external clients need it.

An imported report has merged cells, blank spacer rows and subtotal lines, so sorting and filtering keep failing. How do you make it usable?

Excel Fundamentals and FormattingEasy

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Work on a copy. Unmerge all cells, then fill the blanks with the value above using Go To Special > Blanks and =cell above, followed by paste as values. Filter out blank rows and subtotal lines and delete them, keep one header row and convert the range to a Table. If the same report arrives every month, repeat these steps once in Power Query so the cleanup becomes a single refresh.

Describe a time you convinced your team to move from manual cleaning to Power Query.

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Situation: our team spent a day each month cleaning vendor files by hand. Task: I believed Power Query could fix it but the team feared a new tool. Action: I rebuilt one month's cleanup as a query, then ran it side by side with the manual process and showed identical results in five minutes. I documented each step and trained two colleagues. Result: the team adopted it, saving about eight hours a month.

You need to find and remove duplicate customer records but keep the original data safe. How do you do it?

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First highlight duplicates with Conditional Formatting > Highlight Cells Rules > Duplicate Values to review them. Then work on a copy of the sheet and use Data > Remove Duplicates, selecting the key columns such as Mobile and Email. In Microsoft 365 a non-destructive option is =UNIQUE(A2:C500) on a new sheet. Always record how many rows were removed so the change can be explained later.

How do you build a KPI card showing achievement against target with an up or down indicator?

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Calculate achievement in a cell, for example =Actual/Target-1, and apply a custom number format that adds arrows and colours: [Color10]▲ 0.0%;[Red]▼ 0.0%;0.0% Place the actual value in a large font above it, link a text box to the cells for flexible placement, and keep labels short like Revenue vs Target. Conditional formatting icon sets are an alternative but are less precise.

Write a DAX measure for each product's percentage of total sales.

Power Pivot, Data Model and DAXHard

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Remove the product filter in the denominator so it always returns the overall total: % of All Products := DIVIDE([Total Sales], CALCULATE([Total Sales],ALL(Products))) Use ALLSELECTED(Products) instead of ALL if the percentage should respect slicer selections, so the visible products add up to 100 percent. Other filters such as region or month still apply in both versions.

Why is averaging a percentage column in a pivot often wrong, and what should you do instead?

Pivot Tables and Data SummariesHard

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An average of row-level margins gives each order equal weight, so a 100 rupee order counts as much as a 10 lakh order. The correct margin is total profit divided by total sales. Create a calculated field Margin = Profit / Sales, which Excel evaluates on summed values at every level, or a DAX measure =DIVIDE(SUM(Sales[Profit]),SUM(Sales[Amount])). Interviewers use this to test real analytical thinking.

How do you see the rows behind a pivot value?

Pivot Tables and Data SummariesEasy

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Double-click any value cell and Excel creates a new sheet listing every source row that makes up that number. This drill-down is very useful for checking totals or answering a manager's why question. If the file is shared and you do not want people extracting raw data, untick Enable show details in PivotTable Options > Data, though this is not a strong security control.

Tell me about a time stakeholder feedback changed your dashboard.

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Situation: I built a sales dashboard with eight charts for the regional team. Task: get it adopted. Action: in the review, managers said they only checked target achievement and the bottom five branches each morning, so I moved those to the top, removed four rarely used charts and added a branch slicer. Result: usage went up, the meeting started using it daily, and I learned to ask what decisions a dashboard supports before building it.

What checks do you run when cleaning a new dataset?

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Check row counts against the source, then look for duplicate keys, blanks in mandatory fields, inconsistent text such as Delhi and New Delhi, extra spaces and mixed case, dates stored as text or in the wrong locale, negative or extreme numbers that look like typos, and codes losing leading zeros. Power Query's Column Quality and Column Profile views show errors, empties and distinct counts for each column quickly.

What are histogram and Pareto charts used for?

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A histogram groups numeric values into bins and shows how often each bin occurs, for example how many orders fall between 0 to 1,000 rupees or 1,000 to 5,000 rupees. A Pareto chart sorts categories by frequency and adds a cumulative percentage line, showing the vital few, such as the 20 percent of complaint types causing 80 percent of complaints. Both are available under Insert > Statistic Charts.

What is the difference between relative, absolute and mixed cell references?

Excel Fundamentals and FormattingEasy

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A relative reference like A1 shifts when a formula is copied, an absolute reference like $A$1 never shifts, and a mixed reference like $A1 or A$1 locks only the column or only the row. In a multiplication grid, =$A2*B$1 copied across and down keeps the header column and header row fixed. Press F4 while editing a reference to cycle through the four forms.

How is the Excel Data Model related to Power BI?

Power Pivot, Data Model and DAXMedium

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Both use the same VertiPaq engine and the DAX language, and both use Power Query for data preparation. A Power Pivot model can be imported into Power BI Desktop through File > Import, carrying queries, relationships and measures. This makes Advanced Excel with Power Pivot a natural stepping stone, since most of the model and DAX skills transfer directly to Power BI.

List the steps to build a sales and margin percentage combo chart.

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Select the Month, Sales and Margin % columns and go to Insert > Recommended Charts > All Charts > Combo. Set Sales to Clustered Column and Margin % to Line with Markers, ticking Secondary Axis for Margin %. Add axis titles, format the secondary axis as 0%, add data labels only to the line if needed, and remove gridline clutter. Give it a title that states the insight, such as Margin fell while sales grew.

Your macro accidentally deleted data, and Undo does not work. How do you prevent this in future?

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Macro actions clear Excel's undo history, so prevention matters. Add a confirmation prompt before destructive steps, test on a copy of the file, and have the macro save a backup copy with a timestamp before it changes data. Restrict deletion to clearly identified ranges such as a named Table, not ActiveSheet. For files on OneDrive or SharePoint, version history can usually restore the earlier copy.

How do you write a user-defined function (UDF) in VBA? Give an example.

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Write a Public Function in a standard module and use it like any worksheet function: Function GSTAmount(amount As Double, Optional rate As Double = 0.18) As Double GSTAmount = Round(amount * rate, 2) End Function In a cell: =GSTAmount(B2) or =GSTAmount(B2,5%). UDFs cannot change other cells or formats, and they recalculate more slowly than built-in functions, so avoid them in very large ranges.

How do you remove duplicate customers but keep the most recent record in Power Query?

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Sort by Updated Date descending, then buffer the table so the sort order is respected before removing duplicates on the key: Sorted = Table.Sort(Source,{{"UpdatedOn", Order.Descending}}), Buffered = Table.Buffer(Sorted), Latest = Table.Distinct(Buffered,{"CustomerID"}) Without Table.Buffer, Power Query may not keep the sorted order, so the record kept could be an older one.

What is the pivot cache and why does it matter?

Pivot Tables and Data SummariesMedium

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When a pivot is created, Excel stores a snapshot of the source data called the pivot cache, and the pivot reads from it, not directly from the sheet. That is why changes need a refresh. Pivots built from the same Table share one cache, which keeps file size down and lets slicers connect across them. Creating pivots from different copies of the data creates separate caches and makes the file heavier.

How do you make a chart title change automatically with the selected region or month?

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Build the title text in a cell with a formula, for example in B1: ="Sales trend - "&G1&" - FY 2026-27" where G1 is the selected region. Click the chart title, click in the formula bar, type = and select B1, then press Enter: =Dashboard!$B$1 The title now updates whenever G1 changes. The same trick works for data labels and text boxes.

How do you split and clean a column like 'EMP001 - Rahul Sharma - Delhi' in Power Query?

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Select the column, choose Split Column > By Delimiter, enter space-hyphen-space as a custom delimiter and split at each occurrence. This gives ID, Name and City columns. Then use Transform > Format > Trim and Clean to remove extra spaces and hidden characters, Capitalize Each Word for names, and set correct data types. Split by Number of Characters handles fixed-width codes like state and branch prefixes.

Write a custom number format that shows positives in green, negatives in red brackets and zero as a dash.

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Custom formats have up to four sections separated by semicolons: positive; negative; zero; text. Press Ctrl+1 > Number > Custom and enter: [Green]#,##0;[Red](#,##0);"-";@ For Indian lakh-crore grouping you can use: [>=10000000]##\,##\,##\,##0;[>=100000]##\,##\,##0;##,##0 The value stays unchanged; only the display changes.

How do you do a two-way lookup that picks both a row and a column?

Lookup and Dynamic Array FunctionsMedium

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Use two MATCH functions inside INDEX, one for the row and one for the column: =INDEX($B$2:$M$50,MATCH($P$2,$A$2:$A$50,0),MATCH($Q$2,$B$1:$M$1,0)) Here P2 holds the product and Q2 the month. With XLOOKUP you can nest one inside another: =XLOOKUP(P2,A2:A50,XLOOKUP(Q2,B1:M1,B2:M50)) The inner XLOOKUP returns the whole month column, and the outer one picks the product row.

What is the difference between Protect Sheet, Protect Workbook and Encrypt with Password?

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Protect Sheet stops edits to locked cells; you first unlock input cells through Format Cells > Protection so users can type only there. Protect Workbook locks the structure, so sheets cannot be added, deleted or renamed. Encrypt with Password (File > Info) is the only option that blocks opening the file. Sheet and workbook protection are about preventing accidents, not real security, because they are easy to bypass.

What is the difference between a calculated field and a calculated item?

Pivot Tables and Data SummariesMedium

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A calculated field creates a new value field from other fields, such as Margin = Profit / Sales, and it works on the summed totals. A calculated item creates a new member inside a field, such as North + East as a combined region. Calculated items cannot be used with the Data Model, can double-count in totals and slow pivots, so many analysts prefer grouping or a source column instead.

What are UserForms in VBA and when would you use one?

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A UserForm is a custom dialog box with text boxes, dropdowns, option buttons and command buttons, created in the VBA editor through Insert > UserForm. It is useful for controlled data entry, such as an employee or expense entry form that validates inputs before writing a row to a Table, or for letting users choose options before a report macro runs. It reduces errors from typing directly into sheets.

How do you use Group By in Power Query?

Power Query and Data CleaningEasy

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Select Transform > Group By, choose one or more grouping columns such as Region and Month, then add aggregations like Sum of Amount, Count Rows and Max of Order Date. The Advanced option allows several groupings and aggregations together. The All Rows operation keeps the detail rows as a nested table, useful for ranking within groups or picking the top record per customer.

Calculate working days between two dates excluding Sundays and a holiday list.

Logical, Text and Date FunctionsMedium

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NETWORKDAYS excludes Saturday and Sunday by default. For a six-day week common in India, use NETWORKDAYS.INTL with weekend code 11 (Sunday only): =NETWORKDAYS.INTL(A2,B2,11,Holidays[Date]) To find a due date 10 working days after A2: =WORKDAY.INTL(A2,10,11,Holidays[Date]) Keep the holiday list in a Table so it can be updated each year.

How do you handle errors in VBA?

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Use On Error GoTo to jump to a handler, report the problem and clean up: Sub ImportData() On Error GoTo Fail Application.ScreenUpdating = False ' ... main code ... Done: Application.ScreenUpdating = True Exit Sub Fail: MsgBox "Error " & Err.Number & ": " & Err.Description Resume Done End Sub Avoid blanket On Error Resume Next, which hides real failures.

What is the difference between RELATED and RELATEDTABLE?

Power Pivot, Data Model and DAXMedium

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RELATED is used on the many side to fetch a single value from the one side, such as getting a product's category in each sales row. RELATEDTABLE is used on the one side to return all matching rows from the many side, so in Products you could write Order Count = COUNTROWS(RELATEDTABLE(Sales)). Both need an existing relationship and a row context.

Dates from a vendor file in dd/mm/yyyy format show as errors or swap day and month. How do you fix it?

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The system locale is probably English (United States), which reads dates as mm/dd/yyyy, so 13/04/2026 becomes an error and 05/04/2026 becomes 4 May. In Power Query, right-click the column > Change Type > Using Locale, choose Date and English (India). This tells Power Query how to read the text regardless of the computer's settings, so the file refreshes correctly on any machine.

Tell me about a time data from two teams did not match. How did you resolve it?

Lookup and Dynamic Array FunctionsMedium

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Situation: finance and sales reported different revenue for the same quarter. Task: find the gap before the review meeting. Action: I pulled both datasets, built a key on invoice number, and used lookups to list invoices present in only one file. Most of the gap came from credit notes that sales did not deduct and invoices booked on the last day. Result: both teams agreed a single definition and I added a reconciliation tab to the monthly pack.

The pivot shows Count of Sales instead of Sum of Sales when you drag the field. Why?

Pivot Tables and Data SummariesEasy

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Excel defaults to Count when a value column contains blanks or text, such as NA or a number stored as text. Change it through Value Field Settings > Sum, but also fix the source: replace text placeholders with zero or blank, convert text numbers to real numbers, and refresh. Otherwise the text entries are silently left out of the sum and totals will be understated.

Finance wants the sales pivot by quarter of the Indian financial year, starting in April. Date grouping only gives calendar quarters. How do you solve it?

Pivot Tables and Data SummariesMedium

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Pivot date grouping uses calendar quarters, so add a helper column in the source data. For example, fiscal quarter ="Q"&ROUNDUP((MOD(MONTH(A2)-4,12)+1)/3,0) and a fiscal year column. Use them as row fields instead of grouped dates. In Power Query or a Data Model, put these columns in a proper Date table so every report uses the same April to March logic.

What principles do you follow when designing an Excel dashboard?

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Start from the questions the audience asks. Put three to five headline KPIs at the top, trends and breakdowns below, and filters such as slicers in one consistent place. Use one colour palette with a highlight colour for what matters, avoid 3D and decorative effects, label units clearly like Rs lakh, and fit the view on one screen. Keep raw data and calculations on separate hidden sheets.

How do you build a dependent dropdown, where the City list changes based on the selected State?