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.
How well you map spreadsheet logic to SQL query patternsWhether you understand conditional aggregation and CASE-based business rulesWhether you can explain joins as the SQL equivalent of lookup functionsWhether you know when window functions improve financial trend analysisWhether you can discuss date bucketing for monthly and quarterly reportingA 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.