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Excel Analysis Workflow for Trading Data

EasySQL & Data Manipulation00:00
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Your question is Excel Analysis Workflow for Trading Data. Take a moment with it on the right.

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Problem

Context

In a Business Analyst role, you are often expected to inspect exports from systems such as Wolverine Trading dashboards or internal reporting extracts and turn them into quick insights. Interviewers ask this to understand whether you can structure messy data and use familiar tools efficiently.

Core Question

Describe a tool or method you use for data analysis, using Excel as the concrete example. Explain how you would take a raw dataset, clean it, summarize it, and identify patterns using concepts that map closely to SQL, such as filtering, GROUP BY style summarization, and aggregations. You should also mention how you validate the output and when Excel is sufficient versus when you would move to SQL.

Scope Guidance

Keep your answer practical and interview-ready. The interviewer is looking for a simple workflow, clear reasoning, and evidence that you understand how spreadsheet analysis relates to structured data manipulation.