In simple words, we have to find the range that has the lookup value.
Now, the problem is similar to between formula trick we discussed a few days back, yet very different.
We all know that,
- XLOOKUP formula looks up a value in a table and returns the corresponding value in next column
- MATCH formula looks up a value and tells the position of it in a list
We can use XMATCH:
Since we just want to know which row will contain the value, we can use XMATCH as shown below.
=XMATCH(1, (B6:B15<=C3)*(C6:C15>=C3))
Ok, go ahead, I will give you a minute to soak in the awesomeness of that formula.
Are you back?, well, lets explore what this formula does.
How this works:
- C3 contains our lookup value
- B6:B15 has the lower boundary
- C6:C15 has the higher boundary
- The (B6:B15<=C3)*(C6:C15>=C3) returns a bunch of 1s or 0s. It will be 1 whenever C3 is between column B&C values and 0 otherwise.
- XMATCH will match the first 1, ie the first row that matches the range.
Or even the SUMPRODUCT
Then I thought, “may be SUMPRODUCT formula would work for situations like these?!?”
After playing for a while, I got the perfect formula for this.
- Assuming the value to be looked up is in cell
C3 - The start and end values are in
B6:B15andC6:C15respectively,
We write,
=SUMPRODUCT((B6:B15<=C3)*(C6:C15>=C3),ROW(B6:B15))-5
There are 3 portions in that formula,
(B6:B15<=C3)*(C6:C15>=C3)part: This is checking the range B6:B15 and C6:C15 to find that one set of start and end values that would contain the value in C3. The output would be a bunch of 0s with probably a single 1ROW(B6:B15)part: This just gives running numbers from 6 to 15. When you SUMPRODUCT this with above you get a single number corresponding the row in which the match occurred-5part: We reduce the output value by 5 since our value began in row 6, not row 1.
Use this to lookup date ranges too:
As you can guess, you can easily use the above SUMPRODUCT formula to lookup matching date ranges too a la vlookup for date ranges.
Download Range Lookup Example Workbook:
In the download workbook, you can find both examples (values and dates). Go ahead and download it. Play with it to understand range lookup formula better.
Click here to download the sample workbook.
Do you face range lookup problem?
Often, when working on project planning, I end up checking where a date falls between given set of start and end dates. Earlier, I used helper columns to solve such a problem. But the XMATCH (or SUMPRODUCT) solution above is much more elegant and scalable. Plus it is much more fun to write.
What about you?
Do you face range lookup problem often? How do you solve it? Share your techniques and tips using comments. Thank you 🙂
19 Responses to “Free Invoice Template using Excel – Download”
Nice post! Invoicing for the small biz or solo entrepreneur is something I see a lot of interest in. Also there are great templates from http://office.microsoft.com/en-us/templates
This is awesome.
I would need a little more. e.g. say I generate a Inv. # 1 with all the details. Once done I can click a button all the relevant details gets stored in some table. Further, when i generate a new invoice those details gets stored in same table but just below the previous invoice.
Is their a way to do this?
I did create a solution you are looking for, however its wrapped in a larger 'Medical Scheduler' and it uses VBA, But you can Save, Update, Lookup, Email, Print & Apply Payments to the Invoice.
You are welcome to download it here:https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm
The Invoice Items are created from the Appt. Types & Service Items table.
I would love all feedback from this
Thank you for sharing. I will definitely have a look at it.
Daily dose of Excel held a competition in 2005 for this same topic
It obtained 9 solutions which are shown:
http://dailydoseofexcel.com/archives/2005/10/27/invoice-app-the-results/
[…] http://chandoo.org/wp/2014/03/19/free-invoice-template/?utm_source=feedburner&utm_medium=email&a… […]
How can i removed Dollar Sign, As want to use this in india.
Please reply.
Also if possible then can i use Indian Rupee Sign and how?
Hi Chandoo,
Thanks for sharing this invoice template, Let me tell you this template will definitely help me since I got a process to handle where this invoice piece comes. Just a small doubt, can we store all the invoice details in PRODUCT & SERVICES sheet. So that whenever I select an invoice number from invoice sheet I can take print out and I can share it as well. Can we do that?? Since I will be dealing with this on monthly basis.
It would be great if you can help me with this.
Thanks in advance for your help!
Regards,
Gaurang Mhatre
Hi Chandoo,
I was thinking learning excel is quite tuff task but your blog proved me wrong. You made it very interesting. Thank you. Also the template you have provided for Invoice is very helpful to us.
Thanks thanks thanks.. Very helpful. 🙂
Hi i love the speadsheet but would like to ask how do i get it to add the description into the invoice as well
Hi Randy, I tried to download one of your link "https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm" However, i found the link unavailable. Can you please help me get the new link or can you please send this VBA file on my Email-ID.
Hello Anuj,
Thanks for alerting me to the broken link. This one should work:
https://www.dropbox.com/s/gz89gshex1ad0ex/Medical_Massage_and_Salon_Application-Free.xlsm?dl=0
Please let me know if you have any questions.
Randy
Thank you so much Buddy. will check and revert you soon.
Hi, is there any chance that this can work with the "Products & Service" sheet outside of the Invoice sheet. I create multiple invoice files for the numerous clients. Updating the product sheet for each of them maybe a task. Hence, I want to create a MASTER FILE from which data can be picked up without having to insert new data in each of the invoice files.
Possible? Or am I asking for the moon 😉
Thank you so much for tutorial.
This example can be reviewed for the example of the advanced invoice that made with excel userform :https://youtu.be/Qr-4of-38DI
Good Day
i love this template may i ask if it could be modified to have the following
when you lookup a item code in the next column to the right it brings up the description then the quantity, unit cost, discount and then total otherwise i love the template
Item Code Description Quantity Unit Cost Discount Total
When creating an Invoice template in Excel are you able to utilize the auto row height and wrap feature when the cell is a merged cell? I need to have a number of cells merged together to allow for enough space to type in the description of work performed (lets say cells A-D are merged in each row) however it seems that I am unable to utilize the auto format feature. To work around this I have to manually increase the row height after each entry. Is there a better solution for this? Thank you!