Comprehensive Guide to VLOOKUP & Other Lookup Formulas

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Excel VLOOKUP - a comprehensive guide

This week many Excel bloggers are celebrating VLOOKUP week. So I wanted to chip in and give you a comprehensive guide to VLOOKUP & Other lookup formulas. Read on …,

What is VLOOKUP Formula & how to use it?

I tell my excel school students that learning VLOOKUP formulas will change your basic approach towards data. You will suddenly feel that you have discovered a superman cape in your attic. It is that awesome.

What does VLOOKUP really do?

Imagine you have a list of data and you want answer a question like, “How many sales did Jimmy make?”

VLOOKUP is one of the formulas you can use in this situation. VLOOKUP searches a list for a value in left most column and returns corresponding value from adjacent columns.

What is VLOOKUP formula and how to use it?

Read more – What is VLOOKUP formula and how to use it?

Introduction to VLOOKUP, MATCH & OFFSET formulas

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, OFFSET and MATCH worksheet formulas can transform you from normal excel user to a data processing beast.

Introduction to VLOOKUP, MATCH & OFFSET formulas

Read more – VLOOKUP, MATCH & OFFSET explained in plain English

How to do wildcard searches with VLOOKUP?

Often we need our lookup formulas to go wild. Not in the sense of go-wild-and-chomp-a-few-kilo-bytes-of-data sense. But wild like wild cards. For eg. In the below data, we may not remember the full name of sales person, but we know that her name starts with jac. Now how do you get the sales amount for that person?

You can use wildcard characters * and ? with VLOOKUP & several other Excel formulas.

How to use VLOOKUP with wildcards?

Read more – Using wildcards with VLOOKUP formulas

Making VLOOKUPS dynamic with data validation

Sometimes we don’t know what we want. If this happens when I am in a bar, I usually order a cocktail. Just a mix of everything. The same will work in Excel too.

For eg. If you have lots of data, but the value you want to look up needs to change based on whims and fancies of your users, then you can resort to a cocktail. A mix of VLOOKUP with Drop down lists (Data validation).

Making VLOOKUPS dynamic with data validation

Read more – Use data validation with VLOOKUP to lookup anything you want

How to lookup values to the left?

There is no argument that VLOOKUP is a beautiful & useful formula. But it suffers from one nagging limitation. It cannot go left.

Let me explain, Imagine you have data like below. Now, if you want to find-out who is the sales person who made $2,133 in sales, there is no way VLOOKUP can come to rescue. This is because, once you search a list using VLOOKUP, you can only return corresponding items from the column at right, not at left.

How to lookup values to the left?

Read more – How to use INDEX + MATCH combination to fetch values from left

How to lookup based on multiple conditions?

Not always we want to lookup values based on one search parameter. For eg. Imagine you have data like below and you want to find how much sales Joseph made in January 2007 in North region for product “Fast car”? Read more to find how to solve this.

Read more – How to lookup based on multiple conditions?

How to get values from multiple columns with VLOOKUP?

VLOOKUP is great for extracting information from a huge data table based on what you are looking for. But what if you need to extract more than one column of information? For eg. Lets say you have salesperson’s name in left most column, and monthly sales figures in next columns, one for each month. Now, you want to find the total sales made by a given sales person. How do you go about it?

Read more – How to get values from multiple columns with VLOOKUP?

Using VLOOKUP formula with tables

Excel Tables, a newly introduced feature in Excel 2007 is a very powerful way to manage & work with tabular data. I really like tables feature and use them often. If you are new to tables, read up Introduction to Excel Tables. In this short video, understand how to use tables with VLOOKUP formulas.

Watch the video – Using VLOOKUP formula with tables

Doing 2 way lookups in Excel

So far we have seen what VLOOKUP formula is and how to put it to some nifty uses. Lets go one step further and learn how to do 2 Way Lookups.

What is a 2 Way Lookup?

Lookup is when you find a value in one column and get the corresponding element from other columns. 2 Way Lookup is when you lookup value at the interesection of a given row & column values.

Doing 2 way lookups in Excel

Read more – 2 way lookup formula in Excel

Getting 2nd matching value from a list using VLOOKUP

We know that VLOOKUP formula is useful to fetch the first matching item from a list. So what would you do if you need 2nd (or 3rd etc.) matching item from a list?

Read more – Getting 2nd matching value using VLOOKUP

Range lookups in Excel

Here is a really tricky problem. Recently I was given a data set like this (shown below) and asked to find the position of lookup value in the list. The only glitch is that, instead of values, the lookup table contained lower and upper boundaries of the values. See the below illustration to understand the situation. In this case, how do you lookup?

Range lookups in Excel

Read more – Doing range lookups in Excel

6 VLOOKUP tips

Ok, you have learned how to write vlookup formulas. You have also seen some pretty interesting examples of it.

But how do you write better VLOOKUP formulas?

Read more – 6 VLOOKUP tips

FREE VLOOKUP cheat sheet – Download today

Please download free VLOOKUP formula cheat-sheet. This cheat-sheet is prepared by Cheater John specifically for our readers. I hope you enjoy the one page help on VLOOKUP.

Download FREE VLOOKUP cheat sheet

Your Favorite VLOOKUP Tips?

When I am working with data, not a day goes by without using some sort of lookup function. I use VLOOKUP, MATCH, INDEX, OFFSET, SUMIFS, SUMPRODUCT, GETPIVOTDATA in most of my dashboards & reports. These are easy to use once you understand the syntax and technique.

What about you? What are your favorite tips on VLOOKUP? How do you use lookup formulas? Please share using comments.

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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24 Responses

  1. I’d suggest simply using the subtotal function and filtering the data using the Win/Loss column.  You get the same results and the formula is more comprehensible.

    1. @John

      That is one option.

      There are times however when you want to see the whole data table or a filtered subset and still want to produce summary reports against an unfiltered field.

  2. Is there a particular reason why you are using a comma and the unary (–) operator for the second array in the SUMPRODUCT formula?  It seems to work the same if you were to string the arrays together using the asterisk (*).  The advantage is that SUMPRODUCT treats the entire string of arrays as a single array.

  3. Is there a way to do this on a large set of data? As in ~100,000 rows? When I try I get an error because the formula becomes too long. It says the max length of a formula is 8,192 characters. Excel 2010.

  4. How do I incorporate a specific text within a cell for the second array. For instance, – -(C7:C13=”Apple”)
    when I chose a specific text the formula does not work.

    1. @RB

      I am not sure what is the issue as if I use the sample data in the post the following work fine

      Count:
      =SUMPRODUCT(SUBTOTAL(3,OFFSET(C7:C13,ROW(C7:C13)-MIN(ROW(C7:C13)),,1)), –(C7:C13=”L”))
      Sum:
      =SUMPRODUCT(SUBTOTAL(3,OFFSET(C7:C13,ROW(C7:C13)-MIN(ROW(C7:C13)),,1)),(C7:C13=”L”)*(D7:D13))

      You may want to check that there are no leading or trailing spaces in your list of Apples

      1. I should have given a better explanation. Heres my situation. I have a column with cells filled with names like Column 1, Column 2, Pier 1, Pier 2, etc. If the cell just contained Pier and searched for that it works. But because it has other characters in the cell its not recognizing the pier. So how can I extract specific characters of a string of text in this formula?

        Hopefully this was a better explanation

  5. Hello-

    This formula works pretty well for me except that it slow down excel and prevents some of my macros from working. I was wondering if there was a way to program this in VBA so that excel isn’t always trying to recalculate it. I would like to use a push of a button to get it to run then paste in a cell.

    Thanks!

  6. I am trying to sum filtered data in a column, but would want to ignore the negative values in the column. How to go about doing this?

      1. The negative values are required for reporting purposes, but their effect on the total is distorting the required output. Please advise.

  7. I have this working for counting and summing, however, I have a list and for the second array, I need a criteria. That is, I’m looking for b13:b200=”01.??.??” or =left((a1,2) or something like that. These types of criteria matches do not appear to work as I get a blank as a result.
    Thanks!

    1. @Bob

      As your formula b13:b200=”01.??.??” looks like you are trying to check the first day of the month of the range
      What about trying Day(B13:B200)=1

  8. Hai Experts,
    i understood this formula well and working fine in MS Excel 2013
    but when the same am trying to place in google Spreadsheet it shows error as
    “SUMPRODUCT has mismatched range sizes. Expected row count: 1. column count: 1. Actual row count: 2014, column count: 1.” and as a result #VALUE! Appears in cell.
    Can anyone please help me how would i get it done in Google Spread sheet
    or is there any other formula as a substitute for this.
    Thank you very much.

    1. @Vivek

      I don’t know

      I just downloaded the file and it is working fine and not showing that error

      Goto the Formulas, Calculation Options Tab and check that Calculation is set to Automatic

      What version of Excel and Windows are you using ?

  9. I know that this forum is for MS Excel, but I am trying to help someone who is working in Google Sheets. The below formula works in Excel but Google Sheets returns:
    “SUMPRODUCT has mismatched range sizes. Expected row count: 1. column count: 1. Actual row count: 39000, column count: 1.” and as a result #VALUE! Appears in cell.
    This is the same problem asked by Srichirin above. Does anyone know if there is a formula for Google Sheets that will replicate what MS Excel does?

    =SUMPRODUCT(SUBTOTAL(3,OFFSET($C$6:$C$39500,ROW($C$6:$C$39500)-MIN(ROW($C$6:$C$39500)),,1)),- -($C$6:$C$39500=H1),($D$6:$D$39500))

  10. Trying to find a SUMPRODUCT formula that counts the word Closed by date for the last 7 days in a filtered list.
    =COUNTIF(M:M,”>”&TODAY()-7) works ok for unfiltered count Column M contains Closure dates (blank if open) and Column L is Status Open or Closed

  11. I used this formula and worked like a charm! But, now I’ve been requested to use it but adding not one but two criteria in the same formula. For instance the sum I was doing added negative and positive numbers. I’ve been asked to use the exact same formula but adding that only positive numbers were considered… any idea on how to do this?

  12. Thank you so much brother literally I have been struggling since morning to get the sum of the filtered category, however, after reading your blog attentively i got my solution, so thanks a lot once again.

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