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Excel practical scenarios

Scenario questions where the interviewer describes a sheet and asks what you would do.

EWritten by the HomebaseWorks editorial team · reviewed 26 Oct 2026
1
A column of numbers will not add up; SUM returns 0. Why?

The numbers are stored as text. Convert with Text to Columns, VALUE(), or multiply by 1, then SUM works.

2
You need the month from a date column for a report.

Add a helper column with =TEXT(A2,"mmm yyyy") or group the date field in a pivot table by month.

3
Two lists of customer IDs; find the ones missing from the second list.

In the first list, =COUNTIF(SecondList, A2); a 0 means missing. Filter on 0.

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4
The manager wants cells below target highlighted automatically.

Conditional formatting with a rule such as 'cell value less than 35', applied to the score column.

5
A VLOOKUP returns the wrong row.

The last argument was TRUE or omitted, so Excel did an approximate match on unsorted data. Set it to FALSE.

6
How would you share a report so others cannot break the formulas?

Paste values into a copy for sharing, or protect the formula cells and share the file with input cells unlocked. For wide distribution, export to PDF.

Practise out loud. Say each answer once as written, then again in your own words with your own number or story.

Have a number ready. "My Excel score is at benchmark on a timed test" is a stronger answer than "I am good at it". Take the test and quote the result.

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