๐ Data Analyst Roadmap โ Part 3
๐ Excel โ Level 2: Essential Formulas
Now that you understand Excel's basic structure, the next step is learning the formulas that every Data Analyst should know.
For every function, understand:
What does it do? โ When should I use it? โ What problem does it solve?
1๏ธโฃ SUM()
SUM() adds numbers together.
Syntax
=SUM(number1, [number2], ...)
Example
Suppose:
Product Sales
Laptop 80,000
Mouse 2,000
Keyboard 5,000
To calculate total sales:
=SUM(B2:B4)
Result: 87,000
2๏ธโฃ AVERAGE()
AVERAGE() calculates the arithmetic mean.
=AVERAGE(B2:B4)
For:
80,000
2,000
5,000
the result is: 29,000
Business example
If each row represents an order:
=AVERAGE(SalesColumn)
This gives you the average sales amount per order.
3๏ธโฃ MIN()
Returns the smallest numeric value.
=MIN(B2:B100)
Example:
50,000
25,000
80,000
10,000
Result:
10,000
Common analytical uses
โข Lowest sales
โข Lowest salary
โข Minimum transaction value
โข Earliest numeric measurement
4๏ธโฃ MAX()
Returns the largest numeric value.
=MAX(B2:B100)
Example:
50,000
25,000
80,000
10,000
Result:
80,000
Common use
=MAX(SalesRange)
5๏ธโฃ COUNT()
COUNT() counts cells containing numbers.
Example:
Sales
50,000
60,000
70,000
โ
80,000
=COUNT(A2:A6)
Result:
4
The blank cell isn't counted.
COUNT() counts numeric values, not all non-empty cells.
6๏ธโฃ COUNTA()
COUNTA() counts non-empty cells.
Example:
Employee
John
Sarah
Mike
David
=COUNTA(A2:A5)
Result:
4
It can count text, numbers, dates, etc., as long as the cell isn't empty.
7๏ธโฃ COUNTBLANK()
Counts empty cells.
=COUNTBLANK(A2:A100)
This is particularly useful for data-quality checks.
Example
Suppose you have 100 customer records and 7 customers have missing email addresses.
=COUNTBLANK(EmailColumn)
Result:
7
That immediately tells you something about data completeness.
8๏ธโฃ ROUND()
Data often contains too many decimal places.
For example:
83.456789
You may want:
83.46
Use:
=ROUND(A2,2)
The 2 means two decimal places.
Examples
=ROUND(A2,0)
Rounds to a whole number.
=ROUND(A2,1)
Rounds to one decimal place.
=ROUND(A2,2)
Rounds to two decimal places.
9๏ธโฃ ROUNDUP()
ROUNDUP() always rounds away from zero.
Example:
=ROUNDUP(83.451,2)
Result:
83.46
Compare this with ROUND() where the result depends on the next digit.
This can be useful when business rules require conservative upward rounding.
๐ ROUNDDOWN()
ROUNDDOWN() always rounds toward zero.
=ROUNDDOWN(83.459,2)
Result:
83.45
Understanding the difference between:
ROUND โ ROUNDUP โ ROUNDDOWN
is useful when working with financial and operational calculations.
1๏ธโฃ1๏ธโฃ SUM vs COUNT vs AVERAGE
This is a common beginner confusion.
Suppose:
Sales:
10,000
20,000
30,000
SUM
=SUM(A2:A4)
Result:
60,000
COUNT
=COUNT(A2:A4)
Result:
3
AVERAGE
=AVERAGE(A2:A4)
Result:
20,000
Remember:
SUM โ Total
COUNT โ Number of numeric records
AVERAGE โ Mean
1๏ธโฃ2๏ธโฃ Combining Functions
The real power of Excel comes from combining functions.
For example, suppose you want:
You could write:
=SUM(B2:B100)/COUNT(B2:B100)
๐ Excel โ Level 2: Essential Formulas
Now that you understand Excel's basic structure, the next step is learning the formulas that every Data Analyst should know.
For every function, understand:
What does it do? โ When should I use it? โ What problem does it solve?
1๏ธโฃ SUM()
SUM() adds numbers together.
Syntax
=SUM(number1, [number2], ...)
Example
Suppose:
Product Sales
Laptop 80,000
Mouse 2,000
Keyboard 5,000
To calculate total sales:
=SUM(B2:B4)
Result: 87,000
2๏ธโฃ AVERAGE()
AVERAGE() calculates the arithmetic mean.
=AVERAGE(B2:B4)
For:
80,000
2,000
5,000
the result is: 29,000
Business example
What is the average order value?
If each row represents an order:
=AVERAGE(SalesColumn)
This gives you the average sales amount per order.
3๏ธโฃ MIN()
Returns the smallest numeric value.
=MIN(B2:B100)
Example:
50,000
25,000
80,000
10,000
Result:
10,000
Common analytical uses
โข Lowest sales
โข Lowest salary
โข Minimum transaction value
โข Earliest numeric measurement
4๏ธโฃ MAX()
Returns the largest numeric value.
=MAX(B2:B100)
Example:
50,000
25,000
80,000
10,000
Result:
80,000
Common use
Find the highest sales transaction.
=MAX(SalesRange)
5๏ธโฃ COUNT()
COUNT() counts cells containing numbers.
Example:
Sales
50,000
60,000
70,000
โ
80,000
=COUNT(A2:A6)
Result:
4
The blank cell isn't counted.
COUNT() counts numeric values, not all non-empty cells.
6๏ธโฃ COUNTA()
COUNTA() counts non-empty cells.
Example:
Employee
John
Sarah
Mike
David
=COUNTA(A2:A5)
Result:
4
It can count text, numbers, dates, etc., as long as the cell isn't empty.
7๏ธโฃ COUNTBLANK()
Counts empty cells.
=COUNTBLANK(A2:A100)
This is particularly useful for data-quality checks.
Example
Suppose you have 100 customer records and 7 customers have missing email addresses.
=COUNTBLANK(EmailColumn)
Result:
7
That immediately tells you something about data completeness.
8๏ธโฃ ROUND()
Data often contains too many decimal places.
For example:
83.456789
You may want:
83.46
Use:
=ROUND(A2,2)
The 2 means two decimal places.
Examples
=ROUND(A2,0)
Rounds to a whole number.
=ROUND(A2,1)
Rounds to one decimal place.
=ROUND(A2,2)
Rounds to two decimal places.
9๏ธโฃ ROUNDUP()
ROUNDUP() always rounds away from zero.
Example:
=ROUNDUP(83.451,2)
Result:
83.46
Compare this with ROUND() where the result depends on the next digit.
This can be useful when business rules require conservative upward rounding.
๐ ROUNDDOWN()
ROUNDDOWN() always rounds toward zero.
=ROUNDDOWN(83.459,2)
Result:
83.45
Understanding the difference between:
ROUND โ ROUNDUP โ ROUNDDOWN
is useful when working with financial and operational calculations.
1๏ธโฃ1๏ธโฃ SUM vs COUNT vs AVERAGE
This is a common beginner confusion.
Suppose:
Sales:
10,000
20,000
30,000
SUM
=SUM(A2:A4)
Result:
60,000
COUNT
=COUNT(A2:A4)
Result:
3
AVERAGE
=AVERAGE(A2:A4)
Result:
20,000
Remember:
SUM โ Total
COUNT โ Number of numeric records
AVERAGE โ Mean
1๏ธโฃ2๏ธโฃ Combining Functions
The real power of Excel comes from combining functions.
For example, suppose you want:
Total sales divided by number of orders.
You could write:
=SUM(B2:B100)/COUNT(B2:B100)
โค1
This calculates the average sales per numeric record.
Or simply:
=AVERAGE(B2:B100)
Understanding both approaches helps you understand what Excel is actually calculating.
1๏ธโฃ3๏ธโฃ Using Cell References Instead of Hardcoding
Avoid unnecessary hardcoding.
Instead of:
=SUM(B2:B100)_1.18
you could put the tax rate in another cell.
For example:
F1 = 18%
Then:
=SUM(B2:B100)_(1+$F$1)
Now if the tax rate changes, you only change F1.
This makes your analysis more flexible.
1๏ธโฃ4๏ธโฃ Relative References
Consider:
=B2_C2
If you copy this formula to row 3, Excel changes it to:
=B3_C3
This is a relative reference.
It's extremely useful when applying the same calculation to many rows.
1๏ธโฃ5๏ธโฃ Absolute References
Suppose:
F1 = 18%
You want to apply this percentage to every row.
Use:
=C2_$F$1
When copied down:
=C3_$F$1
=C4_$F$1
=C5_$F$1
F1 stays fixed.
The $ tells Excel:
1๏ธโฃ6๏ธโฃ Mixed References
You may also encounter:
$A1
A$1
$A1
Column A is fixed, row can change.
A$1
Row 1 is fixed, column can change.
These become particularly useful when building complex Excel models.
๐งช Practical Example
Suppose you have:
Employee Sales
John 50,000
Sarah 75,000
Mike 60,000
David 90,000
Alice 45,000
You can calculate:
Total Sales
=SUM(B2:B6)
320,000
Average Sales
=AVERAGE(B2:B6)
64,000
Highest Sales
=MAX(B2:B6)
90,000
Lowest Sales
=MIN(B2:B6)
45,000
Number of Employees
=COUNT(B2:B6)
5
๐ฏ Mini Interview Challenge
Your interviewer gives you this dataset:
Employee Sales
John 45,000
Sarah 80,000
Mike 65,000
David 95,000
Alice 55,000
They ask:
Q1. What is total sales?
=SUM(B2:B6)
Q2. What is average sales?
=AVERAGE(B2:B6)
Q3. What is the highest sales?
=MAX(B2:B6)
Q4. What is the lowest sales?
=MIN(B2:B6)
Q5. How many employees have sales values?
=COUNT(B2:B6)
If you can answer these comfortably, you've covered the core of Excel Level 2.
๐ Quick Recap
Double Tap โค๏ธ For Part-4
Or simply:
=AVERAGE(B2:B100)
Understanding both approaches helps you understand what Excel is actually calculating.
1๏ธโฃ3๏ธโฃ Using Cell References Instead of Hardcoding
Avoid unnecessary hardcoding.
Instead of:
=SUM(B2:B100)_1.18
you could put the tax rate in another cell.
For example:
F1 = 18%
Then:
=SUM(B2:B100)_(1+$F$1)
Now if the tax rate changes, you only change F1.
This makes your analysis more flexible.
1๏ธโฃ4๏ธโฃ Relative References
Consider:
=B2_C2
If you copy this formula to row 3, Excel changes it to:
=B3_C3
This is a relative reference.
It's extremely useful when applying the same calculation to many rows.
1๏ธโฃ5๏ธโฃ Absolute References
Suppose:
F1 = 18%
You want to apply this percentage to every row.
Use:
=C2_$F$1
When copied down:
=C3_$F$1
=C4_$F$1
=C5_$F$1
F1 stays fixed.
The $ tells Excel:
Don't move this reference.
1๏ธโฃ6๏ธโฃ Mixed References
You may also encounter:
$A1
A$1
$A1
Column A is fixed, row can change.
A$1
Row 1 is fixed, column can change.
These become particularly useful when building complex Excel models.
๐งช Practical Example
Suppose you have:
Employee Sales
John 50,000
Sarah 75,000
Mike 60,000
David 90,000
Alice 45,000
You can calculate:
Total Sales
=SUM(B2:B6)
320,000
Average Sales
=AVERAGE(B2:B6)
64,000
Highest Sales
=MAX(B2:B6)
90,000
Lowest Sales
=MIN(B2:B6)
45,000
Number of Employees
=COUNT(B2:B6)
5
๐ฏ Mini Interview Challenge
Your interviewer gives you this dataset:
Employee Sales
John 45,000
Sarah 80,000
Mike 65,000
David 95,000
Alice 55,000
They ask:
Q1. What is total sales?
=SUM(B2:B6)
Q2. What is average sales?
=AVERAGE(B2:B6)
Q3. What is the highest sales?
=MAX(B2:B6)
Q4. What is the lowest sales?
=MIN(B2:B6)
Q5. How many employees have sales values?
=COUNT(B2:B6)
If you can answer these comfortably, you've covered the core of Excel Level 2.
๐ Quick Recap
"What is the total?" โ SUM()
"What is the average?" โ AVERAGE()
"What is the highest?" โ MAX()
"What is the lowest?" โ MIN()
"How many numeric records?" โ COUNT()
"How many non-empty records?" โ COUNTA()
"How many missing values?" โ COUNTBLANK()
Double Tap โค๏ธ For Part-4
โค16
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๐๏ธ How to Solve SQL Problems
If you are a beginner, don't try to write the entire SQL query immediately. The easiest approach is to break the problem into small steps.
๐ Step 1: Understand What the Question Is Asking
Read the question carefully and identify the final output.
Example:
Ask yourself:
๐ What do I need to display?
Answer:
Customer
Total Sales
๐ Step 2: Identify the Table
Find which table contains the required information.
Suppose you have:
sales
customer_id
product
quantity
price
You need the sales table.
๐ Step 3: Identify the Required Columns
For:
You need:
customer_id
quantity
price
Because: Sales = quantity ร price
๐ Step 4: Decide Whether You Need Filtering
Ask:
For example:
Now you need a WHERE condition.
WHERE order_date >= '2026-01-01'
๐ Step 5: Decide Whether You Need GROUP BY
Look for words such as: Each customer, Each department, Per product, By region, By month
These usually indicate GROUP BY.
For example:
GROUP BY customer_id
๐ Step 6: Identify the Required Aggregate Function
Look for words like:
Total โ SUM()
Average โ AVG()
Count โ COUNT()
Maximum โ MAX()
Minimum โ MIN()
For total sales:
SUM(quantity _ price)
๐ Step 7: Build the Query Step by Step
Instead of writing everything at once:
1.
SELECT customer_id FROM sales;
2.
Add the calculation:
SELECT customer_id, SUM(quantity _ price) AS total_sales FROM sales;
3.
Add grouping:
SELECT
customer_id,
SUM(quantity ** price) AS total_sales
FROM sales
GROUP BY customer_id;
Now the query is complete.
๐ Step 8: Check Whether You Need HAVING
Suppose the question changes to:
You cannot use WHERE on SUM(). Use HAVING:
SELECT
customer_id,
SUM(quantity ** price) AS total_sales
FROM sales
GROUP BY customer_id
HAVING SUM(quantity ** price) > 50000;
๐ Step 9: Check Whether You Need a JOIN
Suppose the question says:
You have:
customers: customer_id, customer_name
sales: customer_id, quantity, price
Now you need a JOIN.
SELECT
c.customer_name,
SUM(s.quantity ** s.price) AS total_sales
FROM customers c
JOIN sales s
ON c.customer_id = s.customer_id
GROUP BY c.customer_name;
๐ Step 10: Validate Your Answer
Before considering the problem solved, check:
โ Did I use the correct table?
โ Did I select the correct columns?
โ Is my JOIN correct?
โ Did I handle NULL values?
โ Did I accidentally create duplicates?
โ Did I use WHERE or HAVING correctly?
โ Does the output actually answer the question?
๐ง Use This SQL Problem-Solving Framework
Whenever you get a SQL question, think:
1. What is being asked?
2. Which table(s) do I need?
3. Which columns do I need?
4. Do I need filtering?
5. Do I need a JOIN?
6. Do I need aggregation?
7. Do I need GROUP BY?
8. Do I need HAVING?
9.
Do I need a window function?
10. Validate the result
๐ฅ Double Tap โค๏ธ For More SQL Tips
If you are a beginner, don't try to write the entire SQL query immediately. The easiest approach is to break the problem into small steps.
๐ Step 1: Understand What the Question Is Asking
Read the question carefully and identify the final output.
Example:
Find the total sales for each customer.
Ask yourself:
๐ What do I need to display?
Answer:
Customer
Total Sales
๐ Step 2: Identify the Table
Find which table contains the required information.
Suppose you have:
sales
customer_id
product
quantity
price
You need the sales table.
๐ Step 3: Identify the Required Columns
For:
Find total sales for each customer.
You need:
customer_id
quantity
price
Because: Sales = quantity ร price
๐ Step 4: Decide Whether You Need Filtering
Ask:
Do I need only certain rows?
For example:
Find total sales for customers who purchased in 2026.
Now you need a WHERE condition.
WHERE order_date >= '2026-01-01'
๐ Step 5: Decide Whether You Need GROUP BY
Look for words such as: Each customer, Each department, Per product, By region, By month
These usually indicate GROUP BY.
For example:
Find total sales for each customer.
GROUP BY customer_id
๐ Step 6: Identify the Required Aggregate Function
Look for words like:
Total โ SUM()
Average โ AVG()
Count โ COUNT()
Maximum โ MAX()
Minimum โ MIN()
For total sales:
SUM(quantity _ price)
๐ Step 7: Build the Query Step by Step
Instead of writing everything at once:
1.
SELECT customer_id FROM sales;
2.
Add the calculation:
SELECT customer_id, SUM(quantity _ price) AS total_sales FROM sales;
3.
Add grouping:
SELECT
customer_id,
SUM(quantity ** price) AS total_sales
FROM sales
GROUP BY customer_id;
Now the query is complete.
๐ Step 8: Check Whether You Need HAVING
Suppose the question changes to:
Find customers whose total sales are greater than โน50,000.
You cannot use WHERE on SUM(). Use HAVING:
SELECT
customer_id,
SUM(quantity ** price) AS total_sales
FROM sales
GROUP BY customer_id
HAVING SUM(quantity ** price) > 50000;
๐ Step 9: Check Whether You Need a JOIN
Suppose the question says:
Find the names of customers and their total sales.
You have:
customers: customer_id, customer_name
sales: customer_id, quantity, price
Now you need a JOIN.
SELECT
c.customer_name,
SUM(s.quantity ** s.price) AS total_sales
FROM customers c
JOIN sales s
ON c.customer_id = s.customer_id
GROUP BY c.customer_name;
๐ Step 10: Validate Your Answer
Before considering the problem solved, check:
โ Did I use the correct table?
โ Did I select the correct columns?
โ Is my JOIN correct?
โ Did I handle NULL values?
โ Did I accidentally create duplicates?
โ Did I use WHERE or HAVING correctly?
โ Does the output actually answer the question?
๐ง Use This SQL Problem-Solving Framework
Whenever you get a SQL question, think:
1. What is being asked?
2. Which table(s) do I need?
3. Which columns do I need?
4. Do I need filtering?
5. Do I need a JOIN?
6. Do I need aggregation?
7. Do I need GROUP BY?
8. Do I need HAVING?
9.
Do I need a window function?
10. Validate the result
๐ฅ Double Tap โค๏ธ For More SQL Tips
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โ Learn AI & Machine Learning fundamentals
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๐ Data Analyst Roadmap โ Part 4
๐ Excel โ Level 3: Conditional Functions
Now that you understand basic Excel formulas, the next step is learning how to make Excel make decisions based on conditions.
This is a very important skill for Data Analysts because real-world questions are rarely just:
Instead, you'll get questions like:
To answer these questions, you need conditional functions.
1๏ธโฃ IF()
IF() is one of the most important Excel functions.
It allows Excel to make a decision.
Syntax
Think of it as:
Example
Suppose sales are in B2.
You want to classify employees:
Sales โฅ 50,000 โ High
Sales < 50,000 โ Low
If B2 is:
75,000
Result: High
If B2 is:
35,000
Result: Low
2๏ธโฃ IF() in Real-World Data Analysis
Suppose you have:
Employee | Sales
John | 75,000
Sarah | 45,000
Mike | 90,000
David | 30,000
You can create a performance column:
Result:
Employee | Sales | Status
John | 75,000 | Target Achieved
Sarah | 45,000 | Target Not Achieved
Mike | 90,000 | Target Achieved
David | 30,000 | Target Not Achieved
This is called data categorization.
3๏ธโฃ Multiple Conditions with Nested IF()
Sometimes you need more than two categories.
For example:
โฅ 80,000 โ Excellent
โฅ 60,000 โ Good
โฅ 40,000 โ Average
< 40,000 โ Poor
You can use:
Excel checks the conditions from left to right.
Important: The order matters. You should generally check the highest threshold first.
4๏ธโฃ IFS()
IFS() is a cleaner alternative when you have multiple conditions.
The first condition that evaluates to TRUE determines the result.
IF vs IFS
Use:
5๏ธโฃ AND()
AND() checks whether all conditions are true.
Example
You want to identify employees who:
Belong to IT AND earn more than โน80,000
Both conditions must be true.
6๏ธโฃ Combining IF() + AND()
This is more useful in real analysis.
Meaning:
7๏ธโฃ OR()
OR() checks whether at least one condition is true.
Example:
You want to identify employees who belong to either:
IT OR Finance
If either condition is true, the result is TRUE.
8๏ธโฃ Combining IF() + OR()
๐ Excel โ Level 3: Conditional Functions
Now that you understand basic Excel formulas, the next step is learning how to make Excel make decisions based on conditions.
This is a very important skill for Data Analysts because real-world questions are rarely just:
"What is the total?"
Instead, you'll get questions like:
"What are the total sales for the IT department?"
"How many employees earn more than โน80,000?"
"What is the average sales for the North region?"
"Which employees achieved their target?"
To answer these questions, you need conditional functions.
1๏ธโฃ IF()
IF() is one of the most important Excel functions.
It allows Excel to make a decision.
Syntax
=IF(condition, value_if_true, value_if_false)Think of it as:
If something is true โ do this; otherwise โ do that.
Example
Suppose sales are in B2.
You want to classify employees:
Sales โฅ 50,000 โ High
Sales < 50,000 โ Low
=IF(B2>=50000,"High","Low")If B2 is:
75,000
Result: High
If B2 is:
35,000
Result: Low
2๏ธโฃ IF() in Real-World Data Analysis
Suppose you have:
Employee | Sales
John | 75,000
Sarah | 45,000
Mike | 90,000
David | 30,000
You can create a performance column:
=IF(B2>=50000,"Target Achieved","Target Not Achieved")Result:
Employee | Sales | Status
John | 75,000 | Target Achieved
Sarah | 45,000 | Target Not Achieved
Mike | 90,000 | Target Achieved
David | 30,000 | Target Not Achieved
This is called data categorization.
3๏ธโฃ Multiple Conditions with Nested IF()
Sometimes you need more than two categories.
For example:
โฅ 80,000 โ Excellent
โฅ 60,000 โ Good
โฅ 40,000 โ Average
< 40,000 โ Poor
You can use:
=IF(B2>=80000,"Excellent",IF(B2>=60000,"Good",IF(B2>=40000,"Average","Poor")))Excel checks the conditions from left to right.
Important: The order matters. You should generally check the highest threshold first.
4๏ธโฃ IFS()
IFS() is a cleaner alternative when you have multiple conditions.
=IFS(
B2>=80000,"Excellent",
B2>=60000,"Good",
B2>=40000,"Average",
TRUE,"Poor"
)
The first condition that evaluates to TRUE determines the result.
IF vs IFS
Use:
IF() โ simple decisionsIFS() โ multiple conditions 5๏ธโฃ AND()
AND() checks whether all conditions are true.
Example
You want to identify employees who:
Belong to IT AND earn more than โน80,000
=AND(B2="IT",C2>80000)Both conditions must be true.
6๏ธโฃ Combining IF() + AND()
This is more useful in real analysis.
=IF(AND(B2="IT",C2>80000),"Eligible","Not Eligible")Meaning:
If the employee is from IT AND salary is greater than โน80,000, return "Eligible".
Otherwise: "Not Eligible"
7๏ธโฃ OR()
OR() checks whether at least one condition is true.
Example:
You want to identify employees who belong to either:
IT OR Finance
=OR(B2="IT",B2="Finance")If either condition is true, the result is TRUE.
8๏ธโฃ Combining IF() + OR()
=IF(
OR(B2="IT",B2="Finance"),
"Technical Department",
"Other"
)
This is extremely useful for business analysis.
1๏ธโฃ8๏ธโฃ Understand IF vs IF Functions
This distinction is important.
IF()
Used to make a decision.
Example:
SUMIF()
Used to calculate a sum based on a condition.
Example:
COUNTIF()
Used to count records based on a condition.
Example:
AVERAGEIF()
Used to calculate an average based on a condition.
Example:
Think:
IF โ Decision
SUMIF โ Conditional Total
COUNTIF โ Conditional Count
AVERAGEIF โ Conditional Average
๐งช Practical Interview Challenge
Suppose you have:
Employee | Department | Salary
John | IT | 75,000
Sarah | HR | 60,000
Mike | IT | 82,000
David | Finance | 90,000
Alice | HR | 65,000
Your interviewer asks:
Q1. Is John earning more than โน70,000?
Q2. How many employees are in IT?
Q3. What is the total IT salary?
Q4. What is the average IT salary?
Q5. How many IT employees earn more than โน80,000?
Q6. What is the total salary of IT employees earning more than โน70,000?
๐ Key Lesson
Understand the question first.
"Should I classify this record?"
โ IF()
"How much in total?"
โ SUMIF() / SUMIFS()
"How many?"
โ COUNTIF() / COUNTIFS()
"What's the average?"
โ AVERAGEIF() / AVERAGEIFS()
One condition?
โ IF version
Multiple conditions?
โ IFS version
Double Tap โค๏ธ For Part-5
1๏ธโฃ8๏ธโฃ Understand IF vs IF Functions
This distinction is important.
IF()
Used to make a decision.
Example:
=IF(C2>=50000,"High","Low")SUMIF()
Used to calculate a sum based on a condition.
Example:
=SUMIF(B2:B100,"IT",C2:C100)COUNTIF()
Used to count records based on a condition.
Example:
=COUNTIF(B2:B100,"IT")AVERAGEIF()
Used to calculate an average based on a condition.
Example:
=AVERAGEIF(B2:B100,"IT",C2:C100)Think:
IF โ Decision
SUMIF โ Conditional Total
COUNTIF โ Conditional Count
AVERAGEIF โ Conditional Average
๐งช Practical Interview Challenge
Suppose you have:
Employee | Department | Salary
John | IT | 75,000
Sarah | HR | 60,000
Mike | IT | 82,000
David | Finance | 90,000
Alice | HR | 65,000
Your interviewer asks:
Q1. Is John earning more than โน70,000?
=IF(C2>70000,"Yes","No")Q2. How many employees are in IT?
=COUNTIF(B2:B6,"IT")Q3. What is the total IT salary?
=SUMIF(B2:B6,"IT",C2:C6)Q4. What is the average IT salary?
=AVERAGEIF(B2:B6,"IT",C2:C6)Q5. How many IT employees earn more than โน80,000?
=COUNTIFS(B2:B6,"IT",C2:C6,">80000")Q6. What is the total salary of IT employees earning more than โน70,000?
=SUMIFS(C2:C6,B2:B6,"IT",C2:C6,">70000")๐ Key Lesson
Understand the question first.
"Should I classify this record?"
โ IF()
"How much in total?"
โ SUMIF() / SUMIFS()
"How many?"
โ COUNTIF() / COUNTIFS()
"What's the average?"
โ AVERAGEIF() / AVERAGEIFS()
One condition?
โ IF version
Multiple conditions?
โ IFS version
Double Tap โค๏ธ For Part-5
โค10๐1
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Get access to a FREE interview preparation kit and prepare smarter for your upcoming assessment & interview rounds.
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โ Technical Interview Questions
โ Software Engineer Interview Rounds
โ Interview Preparation Resources
๐ฏ Perfect for Students | Freshers | Engineering Graduates | Wipro Aspirants
๐ ๐๐ฒ๐ ๐๐ฅ๐๐ ๐๐ป๐๐ฒ๐ฟ๐๐ถ๐ฒ๐ ๐๐ถ๐ ๐:-
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๐ Excel Basics #32 โ Data Validation
When multiple people enter data into an Excel sheet, incorrect or inconsistent entries can easily create data-quality problems.
For example:
โ Someone enters "Pending"
โ Someone enters "pending"
โ Someone enters "Pendng"
Data Validation helps control what users can enter into a cell.
๐ What is Data Validation?
Data Validation allows you to set rules that restrict or control the type of data entered into a cell.
Go to:
Data โ Data Validation
๐ 1. Create a Drop-Down List
One of the most common uses of Data Validation is creating a dropdown.
Example:
You want users to select only:
โข Pending
โข In Progress
โข Completed
Steps:
1๏ธโฃ Select the cells.
2๏ธโฃ Go to Data โ Data Validation.
3๏ธโฃ Under Allow, select List.
4๏ธโฃ Enter:
Pending,In Progress,Completed
5๏ธโฃ Click OK.
Now users can select a status from a dropdown instead of typing it manually.
๐ 2. Restrict Numbers
You can restrict users to entering numbers within a specific range.
Example:
Allow marks only between 0 and 100.
Go to:
Data Validation โ Allow โ Whole Number
Then set:
between โ 0 โ 100
If someone enters "150", Excel can reject the entry.
๐ 3. Restrict Dates
You can also control which dates users can enter.
Example:
Allow dates only between:
01-Jan-2026 and 31-Dec-2026
This is useful for project trackers, financial reports, and attendance sheets.
๐ 4. Restrict Text Length
You can limit the number of characters entered.
Example:
Employee ID must contain a maximum of 10 characters.
Go to:
Data Validation โ Allow โ Text Length
Then specify the required limit.
๐ 5. Create an Input Message
Data Validation can display instructions when a user selects the cell.
Example:
Input Message:
"Select a valid project status from the dropdown."
This helps users understand what they are expected to enter.
๐ 6. Create an Error Alert
You can decide what happens when someone enters invalid data.
Excel provides options such as:
Stop โ Prevent invalid entry.
Warning โ Warn the user but allow them to continue.
Information โ Display an informational message.
For important business data, Stop is usually the safest option.
๐ Real-World Example
Imagine a project tracker:
Employee | Status | Priority
Rahul | Completed | High
Priya | In Progress | Medium
Amit | Pending | Low
Instead of allowing users to type anything, create dropdowns for:
Status:
โข Pending
โข In Progress
โข Completed
Priority:
โข High
โข Medium
โข Low
This keeps the dataset consistent and easier to analyze.
๐ Common Mistakes
โ Allowing users to type values manually when a dropdown would be better.
โ Not setting an error alert.
โ Applying validation to only part of the required data range.
โ Using inconsistent values in the source list.
โ Best Practices
โข Use dropdowns for fixed categories.
โข Restrict numbers and dates where appropriate.
โข Add helpful input messages.
โข Use meaningful error messages.
โข Apply validation before distributing the workbook.
โข Keep the allowed values standardized.
๐ก Remember:
Data Validation doesn't just make Excel look professional.
It helps improve data quality by controlling what users can enter.
For data analysts, this is especially important because clean and consistent input data leads to more reliable analysis.
Double Tap โค๏ธ For More
When multiple people enter data into an Excel sheet, incorrect or inconsistent entries can easily create data-quality problems.
For example:
โ Someone enters "Pending"
โ Someone enters "pending"
โ Someone enters "Pendng"
Data Validation helps control what users can enter into a cell.
๐ What is Data Validation?
Data Validation allows you to set rules that restrict or control the type of data entered into a cell.
Go to:
Data โ Data Validation
๐ 1. Create a Drop-Down List
One of the most common uses of Data Validation is creating a dropdown.
Example:
You want users to select only:
โข Pending
โข In Progress
โข Completed
Steps:
1๏ธโฃ Select the cells.
2๏ธโฃ Go to Data โ Data Validation.
3๏ธโฃ Under Allow, select List.
4๏ธโฃ Enter:
Pending,In Progress,Completed
5๏ธโฃ Click OK.
Now users can select a status from a dropdown instead of typing it manually.
๐ 2. Restrict Numbers
You can restrict users to entering numbers within a specific range.
Example:
Allow marks only between 0 and 100.
Go to:
Data Validation โ Allow โ Whole Number
Then set:
between โ 0 โ 100
If someone enters "150", Excel can reject the entry.
๐ 3. Restrict Dates
You can also control which dates users can enter.
Example:
Allow dates only between:
01-Jan-2026 and 31-Dec-2026
This is useful for project trackers, financial reports, and attendance sheets.
๐ 4. Restrict Text Length
You can limit the number of characters entered.
Example:
Employee ID must contain a maximum of 10 characters.
Go to:
Data Validation โ Allow โ Text Length
Then specify the required limit.
๐ 5. Create an Input Message
Data Validation can display instructions when a user selects the cell.
Example:
Input Message:
"Select a valid project status from the dropdown."
This helps users understand what they are expected to enter.
๐ 6. Create an Error Alert
You can decide what happens when someone enters invalid data.
Excel provides options such as:
Stop โ Prevent invalid entry.
Warning โ Warn the user but allow them to continue.
Information โ Display an informational message.
For important business data, Stop is usually the safest option.
๐ Real-World Example
Imagine a project tracker:
Employee | Status | Priority
Rahul | Completed | High
Priya | In Progress | Medium
Amit | Pending | Low
Instead of allowing users to type anything, create dropdowns for:
Status:
โข Pending
โข In Progress
โข Completed
Priority:
โข High
โข Medium
โข Low
This keeps the dataset consistent and easier to analyze.
๐ Common Mistakes
โ Allowing users to type values manually when a dropdown would be better.
โ Not setting an error alert.
โ Applying validation to only part of the required data range.
โ Using inconsistent values in the source list.
โ Best Practices
โข Use dropdowns for fixed categories.
โข Restrict numbers and dates where appropriate.
โข Add helpful input messages.
โข Use meaningful error messages.
โข Apply validation before distributing the workbook.
โข Keep the allowed values standardized.
๐ก Remember:
Data Validation doesn't just make Excel look professional.
It helps improve data quality by controlling what users can enter.
For data analysts, this is especially important because clean and consistent input data leads to more reliable analysis.
Double Tap โค๏ธ For More
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Curriculum designed and taught by alumni from IITs & leading tech companies.
๐ Placement Highlights:-
๐ฐ โน41 LPA highest salary
๐ โน7.4 LPA average salary
๐ 2,000+ students placed
๐ข 500+ partner companies
๐ ๐๐ฝ๐ฝ๐น๐ ๐ก๐ผ๐ ๐:-
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๐ Data Analyst Roadmap โ Part 6
๐ Excel โ Level 5: Text Functions for Data Cleaning & Transformation
As a Data Analyst, you'll rarely receive perfectly clean data.
You may encounter:
" John"
"John "
"JOHN"
"john"
"John Smith"
"John Smith"
You may also have data such as:
EMP-001-IND
Mumbai, India
john.smith@email.com
+91-9876543210
Before analyzing this data, you often need to clean, extract, combine, split, or standardize text.
That's why Excel's text functions are extremely useful.
1๏ธโฃ TRIM()
What does it do?
TRIM() removes unnecessary spaces from text.
For example:
" John Smith "
becomes:
"John Smith"
Formula:
Why is this important?
Suppose you have:
IT
IT
IT
IT
They may look identical, but hidden spaces can cause lookup and filtering problems.
For example:
may not behave as expected if the underlying values contain unwanted spaces.
Data Analyst use cases:
Use TRIM() for:
โข Customer names
โข Department names
โข Product names
โข Country names
โข Category values
2๏ธโฃ CLEAN()
CLEAN() removes many non-printing characters from text.
Formula:
This can be useful when data is copied from:
โข Websites
โข External systems
โข Reports
โข PDFs
โข Legacy applications
Sometimes invisible characters are present even though the text looks normal.
TRIM vs CLEAN:
TRIM() โ Removes unnecessary spaces.
CLEAN() โ Removes non-printing characters.
You can combine them:
This is a very useful basic data-cleaning pattern.
3๏ธโฃ UPPER()
Converts text to uppercase.
Example:
india
becomes:
INDIA
Why use it?
Suppose your dataset contains:
India
india
INDIA
You can standardize them using:
Now they all become:
INDIA
4๏ธโฃ LOWER()
Converts text to lowercase.
Example:
JOHN.SMITH@EMAIL.COM
becomes:
john.smith@email.com
This is particularly useful for standardizing:
โข Email addresses
โข Usernames
โข IDs
โข Text categories
โโโโโโโโโโ
5๏ธโฃ PROPER()
Converts text into proper case.
Example:
john smith
becomes:
John Smith
And:
mumbai
becomes:
Mumbai
Important:
PROPER() is useful for presentation, but don't automatically use it for every dataset.
Some names, product codes, or abbreviations should remain uppercase.
For example:
IBM
SQL
USA
may become undesirable results if automatically converted to proper case.
6๏ธโฃ LEN()
LEN() returns the number of characters in a text string.
Example:
A2 = "John"
Result:
4
Why is this useful?
It can help identify:
โข Invalid IDs
โข Incorrect phone numbers
โข Unexpected text lengths
โข Data-quality issues
For example:
You could check:
7๏ธโฃ LEFT()
LEFT() extracts characters from the beginning of a text string.
Syntax:
Example:
EMP-001-IND
To extract the first three characters:
Result:
EMP
8๏ธโฃ RIGHT()
RIGHT() extracts characters from the end of a text string.
Example:
EMP-001-IND
Formula:
Result:
IND
This can be useful for extracting:
โข Country codes
โข File extensions
โข Product suffixes
โข Transaction codes
9๏ธโฃ MID()
๐ Excel โ Level 5: Text Functions for Data Cleaning & Transformation
As a Data Analyst, you'll rarely receive perfectly clean data.
You may encounter:
" John"
"John "
"JOHN"
"john"
"John Smith"
"John Smith"
You may also have data such as:
EMP-001-IND
Mumbai, India
john.smith@email.com
+91-9876543210
Before analyzing this data, you often need to clean, extract, combine, split, or standardize text.
That's why Excel's text functions are extremely useful.
1๏ธโฃ TRIM()
What does it do?
TRIM() removes unnecessary spaces from text.
For example:
" John Smith "
becomes:
"John Smith"
Formula:
=TRIM(A2)Why is this important?
Suppose you have:
IT
IT
IT
IT
They may look identical, but hidden spaces can cause lookup and filtering problems.
For example:
=XLOOKUP("IT",A2:A100,B2:B100)may not behave as expected if the underlying values contain unwanted spaces.
Data Analyst use cases:
Use TRIM() for:
โข Customer names
โข Department names
โข Product names
โข Country names
โข Category values
2๏ธโฃ CLEAN()
CLEAN() removes many non-printing characters from text.
Formula:
=CLEAN(A2)This can be useful when data is copied from:
โข Websites
โข External systems
โข Reports
โข PDFs
โข Legacy applications
Sometimes invisible characters are present even though the text looks normal.
TRIM vs CLEAN:
TRIM() โ Removes unnecessary spaces.
CLEAN() โ Removes non-printing characters.
You can combine them:
=TRIM(CLEAN(A2))This is a very useful basic data-cleaning pattern.
3๏ธโฃ UPPER()
Converts text to uppercase.
=UPPER(A2)Example:
india
becomes:
INDIA
Why use it?
Suppose your dataset contains:
India
india
INDIA
You can standardize them using:
=UPPER(A2)Now they all become:
INDIA
4๏ธโฃ LOWER()
Converts text to lowercase.
=LOWER(A2)Example:
JOHN.SMITH@EMAIL.COM
becomes:
john.smith@email.com
This is particularly useful for standardizing:
โข Email addresses
โข Usernames
โข IDs
โข Text categories
โโโโโโโโโโ
5๏ธโฃ PROPER()
Converts text into proper case.
=PROPER(A2)Example:
john smith
becomes:
John Smith
And:
mumbai
becomes:
Mumbai
Important:
PROPER() is useful for presentation, but don't automatically use it for every dataset.
Some names, product codes, or abbreviations should remain uppercase.
For example:
IBM
SQL
USA
may become undesirable results if automatically converted to proper case.
6๏ธโฃ LEN()
LEN() returns the number of characters in a text string.
=LEN(A2)Example:
A2 = "John"
Result:
4
Why is this useful?
It can help identify:
โข Invalid IDs
โข Incorrect phone numbers
โข Unexpected text lengths
โข Data-quality issues
For example:
Employee IDs should always contain 6 characters.
You could check:
=IF(LEN(A2)=6,"Valid","Check")7๏ธโฃ LEFT()
LEFT() extracts characters from the beginning of a text string.
Syntax:
=LEFT(text,num_chars)Example:
EMP-001-IND
To extract the first three characters:
=LEFT(A2,3)Result:
EMP
8๏ธโฃ RIGHT()
RIGHT() extracts characters from the end of a text string.
Example:
EMP-001-IND
Formula:
=RIGHT(A2,3)Result:
IND
This can be useful for extracting:
โข Country codes
โข File extensions
โข Product suffixes
โข Transaction codes
9๏ธโฃ MID()
โค2
MID() extracts text from the middle of a string.
Syntax:
Suppose:
EMP-001-IND
You want:
001
Use:
Result:
001
Because:
Start at character 5
Extract 3 characters
๐ FIND()
FIND() tells you where one piece of text appears inside another.
Example:
john.smith@gmail.com
You can find the position of @:
This returns the position of the @ character.
Why is this useful?
You can use the position to extract:
โข Email username
โข Domain
โข Product components
โข Codes
โข Identifiers
1๏ธโฃ1๏ธโฃ SEARCH()
SEARCH() is similar to FIND() but has some differences.
For example:
Unlike FIND(), SEARCH() is not case-sensitive.
Simple distinction:
FIND() โ Case-sensitive
SEARCH() โ Not case-sensitive
This difference can matter when cleaning real-world data.
1๏ธโฃ2๏ธโฃ SUBSTITUTE()
SUBSTITUTE() replaces specific text with another value.
Suppose:
A2 = Mumbai, India
You want to replace the comma with a hyphen.
Result:
Mumbai- India
You can also replace words.
Result:
Mumbai, IND
1๏ธโฃ3๏ธโฃ CONCAT()
CONCAT() combines text.
Suppose:
First Name | Last Name
John | Smith
Formula:
Result:
John Smith
This is useful when you need to create:
โข Full names
โข IDs
โข Labels
โข Descriptions
1๏ธโฃ4๏ธโฃ TEXTJOIN()
TEXTJOIN() is particularly useful when combining multiple values with a delimiter.
Example:
Suppose:
A2 = John
B2 = Smith
C2 = India
Formula:
Result:
John, Smith, India
The second argument:
TRUE
tells Excel to ignore empty cells.
1๏ธโฃ5๏ธโฃ TEXTSPLIT()
Modern Excel includes TEXTSPLIT(), which is extremely useful for breaking text into multiple columns.
Suppose:
A2 = John,IT,Pune
Use:
Excel can split it into:
John | IT | Pune
This is particularly useful when data arrives in a delimited format.
1๏ธโฃ6๏ธโฃ Extract an Email Username
Suppose:
A2 = john.smith@gmail.com
You want:
john.smith
Using modern Excel:
Result:
john.smith
1๏ธโฃ7๏ธโฃ Extract an Email Domain
Using the same data:
john.smith@gmail.com
Use:
Result:
gmail.com
These modern text functions can make data preparation much easier.
1๏ธโฃ8๏ธโฃ Combining Text Functions
The real power comes from combining functions.
Suppose your data contains:
" JOHN SMITH "
You want:
John Smith
You could use:
First:
TRIM() removes unnecessary spaces.
Then:
PROPER() formats the name.
Result:
John Smith
1๏ธโฃ9๏ธโฃ Real-World Data Cleaning Example
Suppose your department column contains:
IT
IT
it
IT
It
These values may represent the same department.
You could standardize them with:
Results become:
IT
IT
IT
IT
IT
Now filtering, counting and lookups become much more reliable.
2๏ธโฃ0๏ธโฃ Data Quality Check Using Text Functions
Suppose all employee IDs should contain exactly 6 characters.
You can use:
If:
A2 = EMP001
Result:
Valid
If:
A2 = EMP01
Result:
Check
This is a simple example of using Excel for data-quality validation.
๐งช Practical Interview Challenge
Syntax:
=MID(text,start_num,num_chars)
Suppose:
EMP-001-IND
You want:
001
Use:
=MID(A2,5,3)
Result:
001
Because:
Start at character 5
Extract 3 characters
๐ FIND()
FIND() tells you where one piece of text appears inside another.
Example:
john.smith@gmail.com
You can find the position of @:
=FIND("@",A2)This returns the position of the @ character.
Why is this useful?
You can use the position to extract:
โข Email username
โข Domain
โข Product components
โข Codes
โข Identifiers
1๏ธโฃ1๏ธโฃ SEARCH()
SEARCH() is similar to FIND() but has some differences.
For example:
=SEARCH("india",A2)Unlike FIND(), SEARCH() is not case-sensitive.
Simple distinction:
FIND() โ Case-sensitive
SEARCH() โ Not case-sensitive
This difference can matter when cleaning real-world data.
1๏ธโฃ2๏ธโฃ SUBSTITUTE()
SUBSTITUTE() replaces specific text with another value.
Suppose:
A2 = Mumbai, India
You want to replace the comma with a hyphen.
=SUBSTITUTE(A2,",","-")
Result:
Mumbai- India
You can also replace words.
=SUBSTITUTE(A2,"India","IND")
Result:
Mumbai, IND
1๏ธโฃ3๏ธโฃ CONCAT()
CONCAT() combines text.
Suppose:
First Name | Last Name
John | Smith
Formula:
=CONCAT(A2," ",B2)
Result:
John Smith
This is useful when you need to create:
โข Full names
โข IDs
โข Labels
โข Descriptions
1๏ธโฃ4๏ธโฃ TEXTJOIN()
TEXTJOIN() is particularly useful when combining multiple values with a delimiter.
Example:
Suppose:
A2 = John
B2 = Smith
C2 = India
Formula:
=TEXTJOIN(", ",TRUE,A2:C2)Result:
John, Smith, India
The second argument:
TRUE
tells Excel to ignore empty cells.
1๏ธโฃ5๏ธโฃ TEXTSPLIT()
Modern Excel includes TEXTSPLIT(), which is extremely useful for breaking text into multiple columns.
Suppose:
A2 = John,IT,Pune
Use:
=TEXTSPLIT(A2,",")
Excel can split it into:
John | IT | Pune
This is particularly useful when data arrives in a delimited format.
1๏ธโฃ6๏ธโฃ Extract an Email Username
Suppose:
A2 = john.smith@gmail.com
You want:
john.smith
Using modern Excel:
=TEXTBEFORE(A2,"@")
Result:
john.smith
1๏ธโฃ7๏ธโฃ Extract an Email Domain
Using the same data:
john.smith@gmail.com
Use:
=TEXTAFTER(A2,"@")
Result:
gmail.com
These modern text functions can make data preparation much easier.
1๏ธโฃ8๏ธโฃ Combining Text Functions
The real power comes from combining functions.
Suppose your data contains:
" JOHN SMITH "
You want:
John Smith
You could use:
=PROPER(TRIM(A2))
First:
TRIM() removes unnecessary spaces.
Then:
PROPER() formats the name.
Result:
John Smith
1๏ธโฃ9๏ธโฃ Real-World Data Cleaning Example
Suppose your department column contains:
IT
IT
it
IT
It
These values may represent the same department.
You could standardize them with:
=UPPER(TRIM(A2))
Results become:
IT
IT
IT
IT
IT
Now filtering, counting and lookups become much more reliable.
2๏ธโฃ0๏ธโฃ Data Quality Check Using Text Functions
Suppose all employee IDs should contain exactly 6 characters.
You can use:
=IF(LEN(A2)=6,"Valid","Check")
If:
A2 = EMP001
Result:
Valid
If:
A2 = EMP01
Result:
Check
This is a simple example of using Excel for data-quality validation.
๐งช Practical Interview Challenge
โค3
Suppose you receive this dataset:
Employee
john smith
SARAH JONES
mike brown
DAVID WILSON
Task 1 โ Remove extra spaces
Task 2 โ Convert to proper case
Task 3 โ Count characters
Task 4 โ Convert to uppercase
Task 5 โ Extract the first 3 characters
๐ Key Lesson
Text functions aren't just about manipulating words.
For a Data Analyst, they're data-cleaning tools.
When you receive messy data, think:
Remove unwanted spaces โ Standardize โ Extract โ Replace โ Combine โ Validate
For example:
can turn:
" jOhN sMiTh "
into:
John Smith
That may look like a small task, but cleaning and standardizing data correctly is an important part of professional analytics.
Double Tap โค๏ธ For Part-7
Employee
john smith
SARAH JONES
mike brown
DAVID WILSON
Task 1 โ Remove extra spaces
=TRIM(A2)Task 2 โ Convert to proper case
=PROPER(TRIM(A2))Task 3 โ Count characters
=LEN(A2)Task 4 โ Convert to uppercase
=UPPER(A2)Task 5 โ Extract the first 3 characters
=LEFT(A2,3)๐ Key Lesson
Text functions aren't just about manipulating words.
For a Data Analyst, they're data-cleaning tools.
When you receive messy data, think:
Remove unwanted spaces โ Standardize โ Extract โ Replace โ Combine โ Validate
For example:
=PROPER(TRIM(A2))can turn:
" jOhN sMiTh "
into:
John Smith
That may look like a small task, but cleaning and standardizing data correctly is an important part of professional analytics.
Double Tap โค๏ธ For Part-7
โค6