Sunday 2 November 2014

5 Advanced Lookup Formula Techniques


Lookup functions such as VLOOKUP are some of the most commonly used functions in Excel. They are used to achieve many different Excel tasks.

If you are reading this blog post you have probably used VLOOKUP or one of the other lookup functions before. This article looks at 5 advanced lookup techniques.


Lookup a Value using Multiple Conditions


Lookup functions are used to look for a value using single criteria. However, you can create lookup functions to search using multiple conditions.

In the image below a formula has been entered to return the value where the department is Training and the Region is India.

Lookup data using multiple conditions
 

The formula below has been used to create this lookup using multiple conditions. This is an array formula so you need to press Ctrl + Shift + Enter to run the formula. Do not type the curly braces manually. They appear when the formula is entered.

{=INDEX(C2:C17,MATCH(1,(A2:A17=F1)*(B2:B17=F2),0))}



Use VLOOKUP to Look Across Multiple Sheets


What if you need a VLOOKUP function to look for a value in more than one table? Well fear not because you can get your VLOOKUP to check across multiple sheets, or tables, for a value.

The formula below uses the IFERROR function to get VLOOKUP to look in another table if it cannot find the value. This formula searches across 3 different tables for an Employee ID.

If the employee cannot be found then the text “Not found” is returned.

=IFERROR(VLOOKUP(A2,Region1!A1:B4,2,false),IFERROR(VLOOKUP(A2,Region2!A1:B4,2,false),IFERROR(VLOOKUP(A2,Region3!A1:B4,2,false),”Not found”)))



Lookup a Picture in a List


Lookup functions are normally used to return a value, but they can also be used to look for and return a picture. To create a picture lookup you cannot write a lookup function in a cell the way that you would to return a value.

You will need to create a defined name and write the lookup function as its reference. The picture you want to return is then linked to the defined name.

Watch the video below to see how to create a picture lookup. In this example the picture of a flag is returned dependent upon what country is selected from a list.



Compare Two Lists for Missing Records


A popular use of lookup functions is to compare two lists. For example, you may want to compare one list with another and highlight the missing items.

In this example the MATCH function is combined with Conditional Formatting to highlight the rows of the missing records.

  1. Select the table excluding the headings (the whole table is selected so that the entire row is highlighted).
  2. Click the Home tab and then Conditional Formatting.
  3. Select New Rule and then Use a Formula to determine which cells to format.
  4. Enter the formula below into the box provided and choose the formatting you wish to apply.

=ISNA(MATCH($A2,$F$2:$F$19,0))

The MATCH function looks for a value in column A (beginning with A2 as the first row of data). It looks for the value in another table that begins from column F.

If the MATCH function cannot find the value then the #N/A error is returned. The ISNA function is used to detect this and get Conditional Formatting to change the colour of the cells in response.



Return the Address of a Value


You may need to return the cell address of a value in a range. You can determine the cell address by using the ADDRESS function with the MATCH function.

The image below shows a snapshot of a list of customers. Let’s say you wanted to return the cell address of the city for the customer you are looking for in this list.

Returning a cell address with a lookup
 

The formula below can be used to achieve this where cell A2 contains the customer ID you are looking for, and the number 5 specifies the column you want to return (column E).

=ADDRESS(MATCH(A2,Customers!A:A,0),5)

By default, the cell address is returned as an absolute cell reference. There are extra optional arguments to the ADDRESS function allowing you to specify the type of cell address (relative or absolute), and also to include a sheet name in the address.



The Lookup and Reference functions of Excel are an incredibly powerful and useful category of functions. They are used heavily in large spreadsheets to automatically return data and dynamically link different sheets.

This article covers 5 advanced lookup techniques. These functions have a lot to offer an Excel user.

No comments:

Post a Comment

.