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Workflow Scenarios

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Short lesson

Lookup and summary formulas · 10 min

XLOOKUP(key, lookup_range, return_range) replaces VLOOKUP. SUMIFS/COUNTIFS give pivot-style summaries. Use $A$1 for fixed references.

L3Merge, dedupe, summarisesheet

Two exported customer lists sit side by side (A:C and E:G). Merge them into one list in A:C (no duplicates — same customer and revenue), clear E:G, then in J2:J4 compute revenue by region for EU, US, APAC (labels in I2:I4).

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L3Send the two-line summarytext

Write the two-line email summary for your manager with the regional totals you just built (EU 1,630 · US 850 · APAC 2,400; total 4,880). It must be sent before the 17:00 deadline.

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L5Knowledge checkmcq

You receive a CSV, a chat message and a 45-minute deadline. What order gives the most reliable result?

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