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Module 02 · Excel for Financial Operations
Auditing the BrightPath Master Customer List for the Smith Account
Month-end is approaching and the BrightPath Master Customer List has never been formatted for review. You must make it auditable — frozen headers, no duplicates, formula-driven subtotals, a locked tax rate, and Accounting number formatting — then filter to the Smith Account and produce the amount due.
50 minBeginner 3 outcomes 7 steps · 3 checkpoints
lab progress0/10 · 0%
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Dataset
BrightPath_Master_List.csv
Service line items for BrightPath customers with hours and hourly rates, including one exact duplicate service row.
| Customer_ID(string) | Customer_Name(string) | Service_Date(string) | Hours(number) | Hourly_Rate(number) |
|---|---|---|---|---|
| C-100 | Smith Account | 2026-03-02 | 2.5 | 95 |
| C-100 | Smith Account | 2026-03-11 | 1.5 | 95 |
| C-100 | Smith Account | 2026-03-11 | 1.5 | 95 |
| C-101 | Alvarez Residence | 2026-03-04 | 3 | 85 |
| C-102 | Chen Property Group | 2026-03-06 | 6 | 110 |
| C-103 | Okafor Rentals | 2026-03-09 | 4 | 85 |
| C-100 | Smith Account | 2026-03-24 | 3 | 95 |