Problem
Explain the translation from Excel to SQL
You are asked to explain which Excel functions you use most often in financial analysis and when you use each one. Then connect those functions to the PostgreSQL patterns you would use when the data sits in Collabera reporting tables instead of spreadsheets. Focus on practical analysis tasks such as lookups, conditional classification, filtered aggregation, period-based reporting, and trend analysis.
What this tests
- How well you map spreadsheet logic to SQL query patterns
- Whether you understand conditional aggregation and CASE-based business rules
- Whether you can explain joins as the SQL equivalent of lookup functions
- Whether you know when window functions improve financial trend analysis
- Whether you can discuss date bucketing for monthly and quarterly reporting
Expected depth
A strong answer should go beyond naming functions. You should explain when you use each function, why it matters in financial analysis, and how the same logic would be implemented in PostgreSQL for scalable, auditable reporting.
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