Dear candidate,
In front of you is a set of tasks and instructions for successful completion. Read instructions
carefully and execute accordingly.
Instructions:
1. Download the dataset from the email
2. Open the file in Microsoft Excel
3. Record yourself while executing the tasks described below. You can use any tool to
record your screen and audio (e.g., Loom, Zoom, QuickTime). Be sure to explain your
thought process as you work
4. Submit the recording and your Excel or Sheets file to
5. **Please note the position requires heavy excel use so your ability to use shortcuts is
essential – using a mouse to navigate through the sheet will not work.
Tasks:
1. How many sales in August 2022? (not the total value of the sales, but how many sales)
job?
3. Displayed in a pivot table, what was revenue (amt) month over month in 2022?
5. For all years, what was the revenue (amt) by lead source? And by City?
6. What was the number of sales by city?
Evaluation criteria:
● Accuracy of the results.
● Efficiency and effectiveness of the methods used (e.g., use of shortcuts, formulas,
functions).
● Clarity and organization of the Excel file and the recording.
2. How much revenue (amt) was there in June 2022? What was the average revenue per
4. Displayed in a pivot table, how many customers month over month for 2022?