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All Tracks IB Analyst Consulting Case Big 4 Audit FP&A Data Analyst

Array Formulas

6 problems

Generate Months 1–12 with SEQUENCE

FILTER the Active Employees

Sorted Unique Departments via SORT(UNIQUE(...))

Debug — BYROW Returns Wrong Array Shape

Refactor — INDEX/MATCH/LARGE Ranking → SORTBY

medium

Optimize — Replace 16 SUMIFS Cells with One Spill

Conditional Formatting

6 problems

Flag Overdue Invoices

Highlight the Top 3 Reps by Revenue

Debug — Duplicate Flag Misses Whitespace Variants

KPI Score Color Bands (Green / Yellow / Red)

SLA Escalation Flag (Open + High + Past SLA)

Match-Target — Reverse-Engineer the Ticket Triage Rule

Data Cleaning

12 problems

Clean a Roster — TRIM + PROPER

Currency Strings → Numbers

Strip Phone Numbers Down to Digits

Standardize Product Codes — UPPER

Unify Mixed Date Formats to YYYY-MM-DD

Debug — Negatives Lost in SUBSTITUTE Chain

Find the Error — COUNTIF Conflates Case-Distinct Records

Optimize — 5-Deep SUBSTITUTE → REGEXREPLACE

Refactor — Name Parser with LET

Match-Target — Reverse-Engineer the Roster Cleaner

Parse a Single-Column Address into Components

Cross-CRM Deduplication (Case + Whitespace Invariant)

Date Functions

12 problems

Days Until Each Employee's Next Work Anniversary

Fiscal Quarter (Apr-Start) From Each Transaction Date

Day-of-Week Name From Each Date

Format Each Date as "Mmm YYYY"

Years of Tenure as of Jan 1, 2026

Debug — Subscription Renewal Lands a Month BEFORE Start

Find the Error — Tenure Calc Off by One for Leap-Day Hires

Optimize — Hand-Rolled Weekday Counter → NETWORKDAYS

Refactor — Quarter-End Date with EOMONTH + LET

Reproduce the Tenure-Cohort Headcount Chart

Trailing-30-Day Revenue for Every Transaction Date

Estimated Delivery: WORKDAY + Region Lead-Time + Holidays

IF / Nested IF

12 problems

QA Pass/Fail Flag from a Single Threshold

Bonus Tier from Performance Score

Numeric → Letter Grade Conversion

Shipping Zone from Distance

Progressive Tax Owed by Bracket

Debug — Boundary Misclassification (< vs <=)

Find the Error — Overlapping Conditions, Wrong Order

Optimize — 6-Deep Nested IF → SWITCH (or IFS)

Refactor — Bind a Repeated Subexpression with LET

Match-Target — Reverse-Engineer the Credit Decision Rule

Multi-Axis Discount Engine (Category × Tier × Volume)

Order Disposition Pipeline (4 Rules in Priority Order)

INDEX / MATCH

12 problems

Product Lookup by SKU

Sector Lookup by Ticker

Manager by Employee ID (Left-Of-Key Lookup)

SKU by Product Name (Right-To-Left Lookup)

Region × Product Price Grid (Two-Way Lookup)

Debug — Lookup Range Drifts on Drag

Find the Error — Off-by-One in 2D INDEX/MATCH/MATCH

Recreate the Revenue Chart — Calendar-Order Monthly Pull

Refactor — INDEX/MATCH/MATCH → INDEX/XMATCH/XMATCH

Optimize — Tier-Band Lookup with Approximate Match

Distinct Campaigns per Region (Array Formula)

Multi-Criteria Budget Lookup

LET / LAMBDA

6 problems

Net Margin via LET-Named Revenue and Cost

First LAMBDA — Define Double(x) Inline

Refactor — Tax-Bracket Calc with LET-Named Thresholds

Optimize — % of Total per Region without Repeating the Range

LAMBDA — FizzBuzz in One Cell

LAMBDA + LET — Tax Bracket Engine via MIN/MAX Clamps

Pivot Fundamentals

12 problems

Order Count by Month

Revenue by Region

Top 3 Products by Units Sold

Headcount by Department

Region × Product Revenue Matrix

Debug — Product Pivot Returns Zero for Every Row

Find the Error — "OR" Pivot Double-Counts Overlapping Rows

Optimize — Monthly Revenue Without a Helper Column

Refactor — Bind Pivot Ranges with LET

Reproduce the Monthly Revenue × Category Chart

Region × Quarter Revenue Aggregate

Cohort Retention — Month-Over-Month Return Rate

SUMIF / COUNTIF

12 problems

Quarterly Sales by Region

Recreate the Monthly Revenue Chart

Pipeline Total by Sales Stage

Monthly Expense Total by GL Account

Count Present Days from Attendance Log

AR Aging Buckets — Past-Due Counts

Debug — SUMIFS Returns Zero on Threshold Criteria

Find the Error — COUNTIFS Reports Zero on Live Customers

Refactor — Bind the Range Once with LET

SUMIFS vs. SUMPRODUCT — When Each Wins

Distinct Customers per Region (No Helper Column)

Cohort Revenue by Order Month (Multi-Step SUMPRODUCT)

Text Functions

12 problems

Pull the Domain Out of an Email Column

Convert Article Titles to URL Slugs

Left-Pad SKU Numbers to 6 Digits

Anonymize Last Names to First-Initial

Split Compound SKU into Four Columns

Debug — First-Word Extractor Includes the Trailing Space

Find the Error — Email Builder Skips a LOWER

Optimize — IF-Chain → TEXTJOIN(ignore_empty)

Refactor — Last-First Builder with LET

Match-Target — Reverse-Engineer the Employee Citation

Pull the Service Name Out of a Pipe-Delimited Log Line

Redact PII (Email + Phone + SSN) From Free Text

VLOOKUP / XLOOKUP

12 problems

Salary Lookup by Department

Tier-based Per-Seat Pricing

ZIP Code → Delivery Region (Range Lookup)

Vendor Risk Rating Lookup

License Tier — Cost AND SLA

Debug — Missing 4th Argument

Find the Error — #N/A Everywhere

Optimize — One Spilling XLOOKUP

Refactor — Two-Step VLOOKUP → One XLOOKUP

Match the Target — Department-of-Record Codes

Composite-Key Lookup — Region × Tier

Org Chart Traversal — 3 Levels of Chain-of-Command