Recommended worksheet structure
Use separate sheets for Raw Data, Calculations, Summary and Dashboard. Keep raw data untouched and document the source, period and last refresh date.
Summary metrics
Show the reporting period, key totals, comparison with the previous period, target versus actual, top categories and notable exceptions. Use only metrics relevant to the decision-maker.
Useful Excel features
Use Excel Tables, PivotTables, SUMIFS, COUNTIFS, XLOOKUP or INDEX-MATCH, conditional formatting and simple charts. Validate totals before sharing the report.
Build your skills
Practice the most useful functions in our Excel formulas guide and prepare with Excel interview questions.