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Excel & Financial Data Analytics

A practical check of spreadsheet and data analysis skills for accounting, audit and finance work.

  • 30 questions
  • 35 min
  • 5 areas
Start now Get your instant report 1 credit per attempt

Code CAXL · Chartered Accountancy series

1 Answer 30 questions 35 min with a timer, on phone or laptop.
2 Get your report instantly Scores, strengths and what to work on, the moment you finish.
3 Share your certificate Add it to LinkedIn or your CV, with a link anyone can verify.

What it measures

Overall Excel and financial data analytics Average of the five areas.

1 Formulas and functions Cell references, logical, conditional sum and count, text, date, rounding and finance functions.
2 Lookups and matching VLOOKUP, XLOOKUP, INDEX and MATCH, exact and approximate match, and matching two data sets.
3 Pivot tables and summaries Building and reading pivot tables, grouping, filtering, refreshing and other ways to summarise data.
4 Data interpretation Reading tables and summaries, growth and margin calculations, trends and drawing sound conclusions.
5 Error detection and data quality Excel errors, duplicates, data cleaning, validation and spotting wrong entries in financial data.

Your instant report

  • Overall score and band
  • Scores for each of the 5 areas
  • Strengths and tips for each area
  • Certificate of completion

Taking it on your own? The report and certificate open the moment you finish. When an organization runs it, the organization decides when to share them.

Who it is for

CA interns, CA freshers and entry-level finance professionals.

Test the Excel and data skills used every day in CA firms and finance teams: formulas, lookups, pivot tables, data interpretation, and finding errors in financial data. 30 questions in 35 minutes.

  • Chartered Accountancy
  • CA
  • Excel
  • data analytics
  • pivot tables
  • finance
  • spreadsheets
Where do you stand? Find out in 35 min. No waiting: your report and certificate are ready the moment you finish.
Start now Get your instant report

How it runs

  1. Practice1 questionWarm-up, not scored
  2. Formulas and functions6 questions
  3. Lookups and matching6 questions
  4. Pivot tables and summaries6 questions
  5. Data interpretation6 questions
  6. Error detection and data quality6 questions

Question types

Instructions shown before starting

30 questions in 35 minutes, across 5 areas of Excel and financial data analysis. Questions use Microsoft 365 Excel. Keep a calculator handy. Most questions have one correct answer. For 'Select all that apply' questions, choose every correct option. For situation questions, pick the best action: some other options get part marks. There is no penalty for a wrong answer.

Version 1, published 24 Oct 2026.

The Chartered Accountancy series

Take them in order to build up step by step. See the whole series

  1. Level 2Audit & Assurance ReadinessCode CAAUD
  2. Level 2Business Finance & Analytical SkillsCode CABFA
  3. Level 2 · You are hereExcel & Financial Data Analytics
  4. Level 2Practical CA & Finance SkillsCode CAPRS
  5. Level 2Taxation & GST ReadinessCode CATAX
  6. Level 3CA Professional KnowledgeCode CAPK

Related assessments

Excel & Financial Data Analytics30 questions · 35 min · 1 credit Start now ⚡

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