How you can find a good Excel expert

You probably get applications from countless people that deem themselves Excel expert. Then again, with Excel being used by 16 percent of the worldwide people, this may be a common talent.

You’ll really have to assess candidates to ensure they have the most relevant advanced Excel knowledge. Let’s go over the many methods for evaluating your applicants’ competence. Hopefully those methods will help you to find a good Excel expert.

1. Screening questions can be used to assess spreadsheet knowledge

Screening questionnaires assist you in managing the amount of applications through indicating whether applicants possess the necessary abilities.

This allows users to search through applications right away. You can, nonetheless, opt to screen throughout the application procedure or sometime after selection procedure. Pre-screening candidates, on the other hand, will undoubtedly conserve money in the long term.

There seem to be three sorts of screening questionnaire:
i) Text or open-ended
ii) Yes/No
iii) Multiple choices
For instance, you could question candidates:
*How long have you been using Excel?

*What do you regard to be your most difficult Spreadsheet project? Describe how you tackled this and the outcomes.

*  Have you worked with VBA macros before? If yes, please do tell me how and when you utilised this to enhance data analysis.
* In what situations will you favour VLOOKUP against INDEX MATCH?

Yes/No questionnaires are useful for gaining a fast overview of applicants’ talents as well as comparing them on certain criteria. Yes/No queries are far more precise over open-ended queries therefore allow for greater depth of information.

Some examples of questions are:

*VBA macros have been utilised to automate data processing. Is it true or untrue?
*VLOOKUP as well as INDEX MATCH seem to be similar. Is it true or false?
*Heat maps may be created using complex conditional formatting. Is it true or false?
Multiple choice questions are among the most effective and often utilized kinds of questionnaires. You may assess a candidate’s Excel abilities with the correct questions as well as a timer.

2. Excel competency exams are used to evaluate capabilities

An Excel competency exam can demonstrate how an applicant employs advanced Excel capabilities.

This must preferably be conducted either immediately afterward initial screening just after the round of questioning.

Choosing free online examinations implies that your applicants could be able to discover the solutions to all these online as well. When you like to prevent this, you could hire a professional that can create a custom exam for yourself.

3. Generic Excel competency test  

The generic Excel test assesses a candidate’s capability to read as well as analyse Excel spreadsheets, conduct basic calculations, plus modify tables. This manner, you may recruit individuals who are proficient with Excel.

This assessment is a fantastic choice when you’re seeking to employ management assistant, executive assistant, and perhaps other job types which demand a thorough comprehension of Microsoft Excel’s fundamental functions.

4. Advanced Excel competency exam

This Advanced Excel competency exam assesses a candidate’s knowledge of a broad variety of Excel features as well as formulae to assist you in identifying individuals who are adept at organising data and drawing insights from utilising Microsoft Excel.

This assessment may help you make better recruiting choices for finance experts, marketers, salesmen, executive, data analysts, as well as other positions that need comprehensive knowledge of Microsoft Excel.

5. Excel competency assessment for financial modelling

The Excel financial modelling competence assessment assesses a candidate’s fundamental finance as well as valuation abilities, as well as their capability to develop and manage financial models in Spreadsheet. This is intended to assist you in hiring financial specialists who commonly use Excel.

Consider such an exam when you’re looking for finance experts (controller, analyst, consultant) with strong Excel financial modelling abilities.


Because we’ve seen, various work tasks need a variety of advanced Excel capabilities. So good news seems to be that you really need not become an Excel specialist to evaluate applicants’ abilities.

You may evaluate if an applicant does have the advanced abilities required for your vacant position by using a mix of screening assessments and customised practical assessments.

Such objective data will assist you in evaluating each applicant separately and ranking all of your applicants primarily on competence in order to achieve the right recruiting choice for your post.

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