Week 3: Data Sources, AR, Aging, and Cash Application

Excel teaches the analyst's intuition. SQL teaches leverage. This week you build the workbook, then validate the same numbers in SQL.

Lab 3 and HW 3 are both due Wednesday, June 3, 12:00 PM Mountain.

Lecture

• From Tables to Aging Report (interactive lecture)
  Self-paced deck. Each slide carries an in-deck AI tutor and a self-check.

Lab (Excel)

• Lab 3: Summit Gear AR, from tables to aging report
  Five parts in Excel: fill the analytical columns on invoices, build the aging pivot, build the discrepancy pivot, and produce the summary statistics sheet that becomes your HW 3 validation target.

Homework (SQL)

• SQL Workbench: Summit Gear AR
  The in-browser SQL editor where HW 3 lives. Eight homework questions appear in the sidebar; click one to set it active. The AI tutor knows the schema, the business glossary, and the canonical answers (as hints, never paste-back). Save your SQL with the Save Snippet button.
• HW 3 spec GITHUB
  The full HW 3 spec. Read this before opening the SQL Workbench. Covers all 8 questions, the validation discipline, the explainer workflow, and the two-file submission.

Pre-lab SQL trainers

• SQL Fundamentals trainer
  SELECT, FROM, WHERE, ORDER BY, LIMIT. Foundation for everything else.
• JOIN trainer
  INNER vs LEFT on real result tables. Includes the 1:n trap demo. Walk this before the Aggregate trainer.
• Aggregate trainer
  GROUP BY, SUM, COUNT, AVG, HAVING. Animated row-to-summary collapse.
• Aging Builder trainer
  Walks the exact aging-bucket query you write in HW 3 Question 7.

References and tools

• Excel Concepts trainer
  Eight lessons on SUMIFS, XLOOKUP, IFS for aging buckets, and the cutoff-cell pattern. Walk this if any of the Lab Part 2 formulas are new.
• SQLite cheat sheet
  One-page syntax reference covering every keyword in the homework. Keep it open in a tab while you work.
• SQLite cheat sheet (Markdown) GITHUB
  Same content as the HTML version, in a form you can paste into an LLM.