7 reasons why you should use INDEX() formula in Excel

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Of all the hundreds of formulas & thousands of features in Excel, INDEX() would rank somewhere in the top 5 for me. It is a versatile, powerful, simple & smart formula. Although it looks plain, it can make huge changes to the way you analyze data, calculate numbers and present them. It is so important that, whenever I teach (live or online), I usually dedicate 25% of teaching time to INDEX().

Today lets get cozy. Lets start a fling (a very long one). Lets do something that will make you smart, happy and relaxed.

INDEX formula - Usage, examples & Tips

Understanding INDEX formula

In simple terms, INDEX formula gives us value or the reference to a value from within a table or range.

While this may sound trivial, once you realize what INDEX can do, you would be madly in love with it.

Few sample uses of INDEX

1. Lets say you are the star fleet commander of planet zorg. And you are looking at a list of your fleet in Excel (even in other planets they use Excel to manage data). And you want to get the name of 8th item in the list.

INDEX to rescue. Write =INDEX(list, 8)

2. Now, you want to know the captain of this 8th ship, which is in 3rd column. You guessed right, again we can use INDEX,

=INDEX(list, 8,3)

Syntax of INDEX formula

INDEX has 2 syntaxes.

1. INDEX(range or table, row number, column number)

This will give you the value or reference from given range at given row & column numbers.

2. INDEX(range, row number, column number, area number)

This will give you the value or reference from specified area at given row & column numbers.

It may be difficult to understand how these work from the syntax definition. Read on and everything will be clear.

7 reasons why INDEX is an awesome companion

Whether you are in planet zorg managing dozens of star fleet or you are in planet earth managing a list of vendors, chances are you are wrestling everyday with data, pleasing a handful of managers (and clients), delivering like a rock star all while having fun. That is why you should partner with INDEX. It can make you look smart, resourceful and fast, without compromising your existing relationship with another human being.

Data used in these examples

For all these examples (except #6), we will use below data. It is in the table named sf.

Data used in INDEX formula examples

Reason 1: Get nth item from a list

You already saw this in action. INDEX formula is great for getting nth item from a list of values. You simply write =INDEX(list, n)

Reason 2: Get the value at intersection of given row & column

Again, you saw this example. INDEX formula can take a table (or range) and give you the value at nth row, mth column. Like this =INDEX(table, n, m)

Reason 3: Get entire row or column from a table

For some reason you want to have the entire or column from a table. A good example is you are analyzing star fleet ages and you want to calculate average age of all ships.

You can write =AVERAGE(age column)

or you can also use INDEX to generate the age column for you. Assuming the fleet table is named sf and age is in column 7

write =AVERAGE(INDEX(sf, ,7))

Notice empty value for ROW number. When you pass empty or 0 value to either row or column, INDEX will return entire row or column.

Likewise, if you want an entire row, you can pass either empty or 0 value for column parameter.

Reason 4: Use it to lookup left

By now you know that VLOOKUP() cannot fetch values from columns to left. It does not matter if the person looking up is the star fleet commander.

But INDEX along with MATCH can fix this problem.

Lets say you want to know which ship has maximum capacity.

  1. First you find what is the maximum capacity =MAX(sf[Capacity (000s tons)])
  2. Then you find position of of this capacity in all values =MATCH(max_capacity, sf[Capacity (000s tons)],0)
  3. Now, extract the corresponding ship name =INDEX(sf[Ship Name], max_capacity_position)

Or in one line, the formula becomes

=INDEX(sf[Ship Name], MATCH( MAX(sf[Capacity (000s tons)]), sf[Capacity (000s tons)], 0))

For more tips read using INDEX + MATCH combination

Reason 5: Create dynamic ranges

So far, your reaction to INDEX’s prowess might be ‘meh!’. And that is understandable. You are of course star fleet commander and it is difficult to please you. But don’t break-up with INDEX yet.

You see, the true power of INDEX lies in its nature. While you may think INDEX is returning a value, the reality is, INDEX returns a reference to the cell containing value.

So this means, a formula like =INDEX(list, 8) looks like it is giving 8th value in list.

But it is really giving a reference to 8th cell.

Since the result of INDEX is a reference, we can use INDEX in any place where we need to have a reference.

Sounds confusing?

For example, to sum up a list of values in range A1:A10, we write =SUM(A1:A10)

Now, in that formula, both A1 and A10 are references.

Since INDEX gives a reference, we can replace either (or both) A1 & A10 with INDEX formula and it still works.

so =SUM(A1 : INDEX(A1:A50,10))

will give the same result as =SUM(A1:A10)

Although the INDEX route appears overly complicated, it has other applications.

Example 1: SUM of staff in first x ships

Lets say you want to sum up staff in first ‘x’ ships in the sf table.

Since ‘x’ changes from time to time, you want a dynamic range that starts from first ship and goes up to xth ship.

Assuming ‘x’ value is in cell M1 and first ship’s staff is in cell G3,

=SUM(G3:INDEX(sf[Staff count], M1))

will give the desired result.

Example 2: A named range that refers to all ship names in column A

Many times you do not know how much data you have. Even star fleet commanders are left in dark. Lets say you are building a new ship tracking spreadsheet. Since your fleet is ever growing, you do not want to constantly update all formulas to refer to correct ranges.

For example, the ship names are in column A, from A1 to An. And you want to create a named range that points to all ships so that you can use this name elsewhere.

If you define the lstShips =A1:A10, then after you add 11th ship, you must edit this name. And you hate repetitive work.

One solution is to use OFFSET formula to define the dynamic range,

like =OFFSET(A1, 0,0, COUNTA(A:A),1)

While this works ok, since OFFSET is volatile function, it will recalculate every time something changes in your workbook. Even when someone replaces a bolt on landing gear of USS Enterprise.

This will eventually make your workbook slow.

That is where INDEX comes.

You see, INDEX is a non-volatile function*.

So you can create lstShips that points to,

=A1: INDEX(A:A, COUNTA(A:A))

*Even though INDEX is non-volatile, since we are using it in defining a range reference, Excel recalculates the lstShips every time you open the file. (reference).

Reason 6: Get any 1 range from a list of ranges

INDEX has another powerful use. You can get any one range from many ranges using INDEX.

Since you are a successful, smart & resourceful star fleet commander, you got promoted. Now you manage fleet of several planets.

And you have similar ship detail tables for each planet in a workbook. And you want to calculate average age of any planet’s ships with just one formula.

Again INDEX to rescue.

Using INDEX formula to get one of many ranges

Assuming you have 3 different tables – planet1, planet2, planet3

and selected planet number is in cell C1,

write =AVERAGE(INDEX((planet1,planet2,planet3),,,C1))

The reference (planet1,planet2,planet3) will point to all data and C1 will tell INDEX which planet’s data to use.

Pretty nifty eh?!?

Reason 7: INDEX can process arrays

INDEX can naturally process arrays of data (without entering CTRL+Shift+Enter).

For example you want to find out how much staff is in the ships whose captain’s name starts with “R”.

write =SUM(INDEX((LEFT(sf[Captain],1)=“r”)*(sf[Staff count]),0))

Although LEFT(sf[Captain],1)=”r” and sf[Staff count] produce arrays, since INDEX can process arrays automatically, the result comes without CTRL+Shift+Enter

Where as if you use SUM alone =SUM((LEFT(sf[Captain],1)=”r”)*(sf[Staff count])) you have to press CTRL+Shift+Enter to get correct results.

Other formulas: SUMPRODUCT & MATCH too can process arrays automatically.

Download Example Workbook & Get close with INDEX

Since you are going to ask, “I want to spend sometime alone with INDEX in my cubicle right now!”, I made an example workbook. It explains all these powerful uses of INDEX. Go ahead and download it.

Get busy with INDEX.

How to use INDEX in Excel – Video

In this video, learn how to use INDEX formula in Excel with many real-world examples. You can also watch it here.

Why do you love INDEX?

I love INDEX(). If we get a dog, I am going to call her INDEX.

Updated on Feb 2024: We did get a dog, but we call her Excel!

That is how much I love the formula. Almost all my dashboards, complex workbooks and anything that seems magical will have a fair dose of INDEX formulas.

What about you? Do you use INDEX formula often? What are the reasons you love it? Please share your tips, usages and ideas on INDEX using comments.

Learn more about INDEX & other such lovely things in Excel

If you are whistling uncontrollably after reading so far, you are in for a real treat. Check out below articles to become awesome.

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27 Responses to “9 Box grid for talent mapping – HR for Excel – Template & Explanation”

  1. Robert Clark says:

    Great stuff! I can understand how to add a slicer to the pivot table, but how do you implement the departmental selector on the 'Filter' formula scheme?

  2. Claus Andersen says:

    Just saw this on your Youtube channel, and it’s areat idea...!

    An easy way to overcome the "ugliness" of pivot tables and get it to look nice (in the format of the Output sheet), would be to simply build a sheet with the nice map at the top, a pivot underneath it and a slicer next to formatted map and then reference each of the 9 cells in the formatted map to the “related” cell in the Pivot.

    Keep up the good work!

    /Claus

  3. Madison Fry says:

    Hi Chandoo,

    This is great! Curious how to make additional columns operate the same as the Department column (ex. have a "manager column") that would allow you to sort a 9 box by manager, area, or team in addition to department?

    Feel free to email me if needed! mfry01@minnetronixmedical.com

    Happy New Year

    Madison Fry

    • Ed says:

      I am curious about the smae thing. I would like to populate the 9 box with other views as well by adding additional columns. IE., I would like to add location, region, etc. Thank you.

  4. Matt says:

    This is great, thank you!

  5. Al says:

    How can i see the whole data set of all the teams in the output table. Need a formula that will pick up all the employees

  6. Heather says:

    Hello,
    Love the template. Thank you. Question - the drop down to pick a department on the Output tab does not seem to work on the downloadable template. Am I doing something incorrectly?
    Thank you!

    • Chandoo says:

      Hi Heather... Thank you. I am using Excel 365 to make the calculations. If you are using an older version of Excel, then the drop-down filter won't work.

  7. Rose says:

    Hi
    I was able to follow your 9 box grid and modified based my needs. However, you tutorial did not show how to you create the filter for the "Pick a department. Can you kindly share how to create that filter that updated the grid. Thank you.

  8. Rose says:

    I am working on this project but I am struggling with the data validation for the department. I copy the worksheets data entry and output as the managers want to see different tabs for each managers.
    I updated the source reference for each tab but It does not update the grid based on the new source. The list was updated but it does not populate the grid based on the performance and potential listed.
    In addition the hyperlink Update Data and View Talent Map no longer works. Can you please help me.

  9. Emmanuel Jose Vasquez says:

    I keep getting this error message in the pivot table:

    This formula is invalid or incomplete: 'The expression is not valid or appears to be incomplete. Please review and correct the expression.
    The following syntax error occurred during parsing: Invalid token, Line 1, Offset 14, ‘.

  10. Hi, I used your 9-box excel template with excel 365. First off, thank you so very much. It is incredibly helpful!! My only question is that the boxes aren't big enough for all of the employees (specifically the middle which we call 'Core Employee'). Is there a way to make the boxes larger? Even though it is in excel, I am not able to increase row height (like I normally do in a speadsheet). Any ideas? Thanks again, Jody

  11. Prish says:

    Hi Chandoo,

    Thanks for the great content. Re. 9 box grid, pls advise how do I increase the size of the box to accommodate more names?

  12. Nabil says:

    Merci Chandoo pour le modèle proposé,
    j'ai une question et un souhait est il possible de développer davantage ce modèle en insérant la photo de chaque employé.

  13. Leah says:

    Hi Chandoo!

    Great tutorial and tool, thank you! Your tutorial didn't include how to create additional filters on the "Output" tab. Could you please share how you did it?

  14. Geno says:

    Can this be done exactly in google sheets?

  15. Joanne says:

    Hi Chandoo,
    Thanks for the video it was really helpful. Is there any way to multi select the dropdown to display multiple or all departments rather than just one at once?

  16. Dana says:

    Hello Prish

    I have Microsoft 365 and I am struggling to make the boxes larger/unable to increase row height; any idea how you made this work? Specifically in the Output tab where the map is?

    Many thanks

  17. Dana says:

    Hello Jody, I have Microsoft 365 and I am struggling to make the boxes larger/unable to increase row height; any idea how you made this work? Specifically in the Output tab where the map is? Many thanks

  18. Connie Richards says:

    Is there a way to change the 9 box wording descriptions, i.e. Work Horses, to our own internal langauge?

  19. Zee says:

    Hi Chandoo, this is awesome and has worked perfectly. Due to a big organisation the 9 box grid on the output file is too small. I tried adjusting using the row/width ribbon under the format ribbon however it doesn't seem to work. Is there an easier way to adjust this?

    Thanks!

  20. Huy Nghi?a says:

    When I drag the formula, it doesn't work, and the order I use with the data changes. In the beginning, the order is it is " candidates," " potential," and " performance," but when it goes to another column, it is " Potential," Performance," and "Candidates."Can you help me? Thank you very much, sending love from vietnam

  21. Lucia says:

    Hi- I am working on the 9 grid project and I am trying to expand the box since I have over 100 names on a few of the columns. How do I do that?

  22. Zara says:

    Hi, Thank you this is great stuff and really useful.

    As well as department as demonstrated on your clip, how can I display all candidates on the grid at once?

    Many thanks in advance

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