VLOOKUP(), MATCH() and INDEX() – explained in plain English

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VLOOKUP may not make you tall, rich and famous, but learning it can certainly give you wings. It makes you to connect two different tabular lists and saves a ton of time. In my opinion understanding VLOOKUP, INDEX and MATCH worksheet formulas can transform you from normal excel user to a data processing beast.

Today, lets understand how to use these formulas better.

What is the syntax for Match, Vlookup and INDEX?

Here is the syntax for these three very powerful functions in plain English:

What are vlookup () and match () ?

VLOOKUP and MATCH are your way of asking excel to find a needle in haystack. Imagine you have all your customer contact information in one sheet in the range A1:D5000 in the format phone number, name, city and date of birth. Now you need to find out which customer has the phone number “936-174-5910”. How do you do it?

You guessed it right, you use VLOOKUP and summon excel to do the search and return with customer name.

While VLOOKUP is used to fetch value a based on what you are looking for, MATCH is used to fetch the position of the value you are looking for.

See this illustration to understand :

difference-between-vlookup-match-excel-formulas

What does VLOOKUP really do?

Imagine you have a list of data like this:

Sample Data - VLOOKUP Excel Formula

Now, how do you answer the question – “How many sales did Jimmy make?

Yes, your guess is right. VLOOKUP is one of the formulas you can use to answer questions like this.

VLOOKUP searches a list for a value in left most column and returns corresponding value from adjacent columns.

So, in our case, we need VLOOKUP to search for Jimmy and return the amount of sales he made from column 3.

VLOOKUP Syntax & Examples:

The syntax of VLOOKUP is simple:

=VLOOKUP( this value, your data table, column number, optional is your table sorted?)

Here is an example to get you started:

VLOOKUP Excel Formula - Syntax and Examples

Learn more about VLOOKUP Formula with examples

Please check out this page for 10+ examples of VLOOKUP and how to use it to solve real world problems.

VLOOKUP Examples & Homework

I have made a small excel file detailing 4 VLOOKUP formula examples. The file also contains some home work so that you can practice this formula.

Download VLOOKUP Example Workbook

[NEW] XLOOKUP replaces VLOOKUP in Excel 365

If you are using Excel 365, you can use the new & improved XLOOKUP function. It offers a shorter & more versatile syntax for performing lookups.

For ex: the same lookup as above will be done with XLOOKUP like below:

=XLOOKUP(“Jimmy”, A2:A14, C2:C14) will lookup “Jimmy” in column A and return sales amount from Column C.

Click here to learn more about XLOOKUP.

So what is INDEX() then?

INDEX function is your way of telling excel to fetch a value from large range of values. Since MATCH() function can tell us where the data is found, you can then use INDEX() function to extract corresponding data from another column. In this case, we can use MATCH() to find out which row has net sales 1,799 and INDEX() to return the name of the person. Like this:

Find the position of 1,799 in sales: =MATCH(1799, $C$2:$C$14, 0)

The answer will be 8.

To find the 8th person in names list, we can use INDEX() function like this:

=INDEX($A$2:$A$14, 8)

The answer will be Jagjit.

Related: Learn more about INDEX Formula.

So how are INDEX() and MATCH() linked to each other?

Since MATCH returns the position of the item you are looking for in a list, you can then use this position in INDEX to fetch values surrounding the searched value.

So, we can combine both functions like this:

=INDEX($A$2:$A$14, MATCH(1799, $C$2:$C$14, 0))

This combination is called as INDEX+MATCH formulas.

Related: Using INDEX + MATCH functions & INDEX+MATCH Video

Finally

Remember, both VLOOKUP and MATCH throw a fail error of #N/A if the value you are looking for is not there. If you want to stop seeing the error, use IFERROR function.

Just use them with some dummy data, play around with arguments and see how you can say “oh yeah, I can do that in few minutes” to your boss next time.

VLOOKUP tutorial – video

Please watch this quick video tutorial to understand all these concepts and how to write VLOOKUP formulas easily.

INDEX MATCH Tutorial – Video

Want to Learn More Formulas? Get my VLOOKUP book

If you want to learn VLOOKUP and other Excel lookup functions, then consider getting my VLOOKUP book.

The VLOOKUP Book - Definitive guide to Excel lookup functions & tricks
Comprehensive and easy to understand
This is a book for everyone who uses Vlookup. Most of us think… Oh.. I already know the function. But this book will open your eyes to some brilliant techniques. – By Dr. Nitin Paranjape
Solid introduction to lookup functions
This books does a wonderful job of taking each of the lookup functions available in Excel, breaking them down to a simple, easy-to-understand level. – by Lucas Moraga

Get your copy

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14 Responses to “Group Smaller Slices in Pie Charts to Improve Readability”

  1. jerome says:

    I think the virtue of pie charts is precisely that they are difficult to decode. In many contexts, you have to release information but you don't want the relationship between values to jump at your reader. That's when pie charts are most useful.

  2. Martin says:

    Chandoo,

    millions of ants cannot be mistaken.....There should be a reason why everybody continues using Pie charts, despite what gurus like you or Jon and others say.

    one reason could be because we are just used to, so that's what we need to change, the "comfort zone"...

    i absolutely agree, since I've been "converted", I just find out that bar charts are clearer, and nicer to the view...

    Regards,

    Martin

  3. [...] says we can Group Smaller Slices in Pie Charts to Improve Readability. Such a pie has too many labels to fit into a tight space, so you need ro move the labels around [...]

  4. Jon Peltier says:

    Chandoo -
     
    You ask "Can I use an alternative to pie chart?"
     
    I answer in You Say “Pie”, I Say “Bar”.

  5. Karl says:

    This visualization was created because it was easy to print before computers. In this day and age, it should not exist.

  6. DMurphy says:

    I think the 100% Bar Chart is just as useless/unreadable as Pies - we should rename them something like Mama's Strudel Charts - how big a slice would you like, Dear?
    My money's with Jon on this topic.

  7. Mark says:

    The primary function of any pie chart with more than 2 or 3 data points is to obfuscate. But maybe that is the main purpose, as @Jerome suggests...

  8. Chandoo says:

    @Jerome.. Good point. Also sometimes, there is just no relationship at all.

    @Martin... Organized religion is finding it tough to get converts even after 2000+ years of struggle. Jon, Stephen, countless others (and me) are a small army, it would take atleast 5000 more years before pie charts vanish... patience and good to have you here 🙂

    @Jon .. very well done sir, very well done.

    good points every one...

  9. Tim Wilson says:

    I've got to throw my vote into Jon's camp (which is also Stephen Few's camp) -- bars just tend to work better. One observation about when we say "what people are used to." There are two distinct groups here (depending on the situation, a person can fall in either one): the person who *creates* the chart and the person who *consumes* the chart. Granted, the consumers are "used to" pie charts. But, it's not like a bar chart is something they would struggle to understand or that would require explanation (like sparklines and bullet graphs). Chart consumers are "used to" consuming whatever is put in front of them. Chart creators, on the other hand, may be "used to" creating pie charts, but that isn't an excuse for them to continue to do so -- many people are used to driving without a seatbelt, leaving lights on in their house needlessly, and forwarding not-all-that-funny anecdotes via email. That doesn't mean the practice shouldn't be discouraged!

  10. [...] example that Chandoo used recently is counting uses of words. Clearly, there are other meanings of “bar” (take bar mitzvah or bar none, for [...]

  11. Good article. Is it possible to do that with line charts?

  12. Michaela says:

    Hi,

    Is this available in excel 2013?

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