The ultimate VLOOKUP trick – Multi-condition Lookup

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This is a guest post by Sohail Anwar.

Let’s not bore you with an intro. You are about to learn a VLOOKUP trick that Lucifer himself would not want you to know. It’s so absurdly powerful that it was developed in a lab and had to be tested on Rocky’s arch nemesis Ivan Drago.

VLOOKUP Trick for Multi-condition lookups

Presenting the Multiple criteria VLOOKUP!

…boring…pass, we’ve seen it.

Oh, have you? Not like this you haven’t. This will change the way you work with Excel.

Let me start with an easy example. Here’s some data and we would love to know what Bb and Dd is.

Example data - Multi criteria lookup in Excel

Easy. Let’s put a helper column in that concatenates the two inputs and do a basic VLOOKUP.

Multi-condition lookup using helper columns

Puh-lease. How boring.

Bye Bye Helper Column, it was nice while it lasted.

With a dash of CHOOSE and sprinkling of Array formulas, we’re about to change the game:

=VLOOKUP($E2,CHOOSE({1,2},$A$2:$A$7&$B$2:$B$7,$C$2:$C$7),2,0) and press Ctrl + Shift + Enter

Multi-conditional VLOOKUP with CHOOSE - Explained

Without getting into too many details, using the Array creates a makeshift virtual helper column. You don’t have to understand Array formulas to make them work for you. I will lay out the simple structure that you can replicate

VLOOKUP(lookup value, CHOOSE({1,2,...N},Column1 & Column 2 &…& Column N, Result Column),2,0)

Where the lookup value is either something pre-concatenated (like Bb or Dd above) or you are using multiple criteria that you concatenate when entering the lookup value. The CHOOSE structure is easy. Always {1,2} then concatenate (with &) as many columns as you want (that the lookup values will need to look in) and the VLOOKUP’s column number is always 2. Let’s explore another example:

Multi-condition vlookup - another example

Let’s say we want to look up the Savings Produced for a Director of Grade D who started in 2014. That’s 3 lookup criteria. Let’s follow the structure.

=VLOOKUP(A13&A14&A15,CHOOSE({1,2},A2:A10&B2:B10&C2:C10,D2:D10),2,0) and press Ctrl + Shift + Enter

The two key things to note is that our lookup value is a concatenation of the criteria, in this case I have put the criteria in A13, A14 and A15 (hence A13&A14&A15 is our lookup value). Secondly, in the CHOOSE formula, the ranges in the middle part (A2:A10&B2:B10&C2:C10) have to be concatenated in the same order that the lookup value was concatenated. So we concatenated:

Start Year & Grade & Role

In both the lookup value and lookup columns within the CHOOSE.

I stumbled on this many years ago at work and it is the easiest way to do multiple criteria lookups. Play around and add more criteria…but that’s just the beginning!

When I get that feeling, it’s like Textual Healing

So how can we take this concept and make it even more useful?

First, let me share my story of pain and anguish.

Often when dealing with volumes of text data I make numerous helper columns to deal with the multitude of ways I am presented with names. Anyone who’s reconciled HR data to Finance data for example can appreciate that pain. Finance write their names First Name (column 1) Surname (column 2), then HR provide a spread with Last Name, Surname (column 1), then all of a sudden the Project team join in the fun with First Name, Surname (column 1)! Arrghh!

So I am now left to deal with this chaos via numerous text formulas involving SEARCH, LEFT, RIGHT, MID, LEN and MYSANITY (okay perhaps that last one is my own UDF, my volatile UDF). So, maybe it’s not that bad, but when you’ve been doing it for as long as I have, it gets tedious and you begin to search for efficiency. So, one day like the rebellious closing scene from Dead Poet’s society, I stood on my desk and declared ‘Oh Captain, My Captain’ as I refused to create another ‘helper’ column.

No more inconsistent data - using multi-condition lookups to handle inconsistent data

After my colleagues talked me down from the table and reassured me (“There there Sohail, I don’t mind inserting new columns for you occasionally”…”Sure you don’t John, sure you don’t”), I went about finding a less ‘helpful’ way. Would you believe, our new friend the multiple criteria lookup was the answer.

You see, not only can our criteria be cell references but also extra characters! Let’s say we have First Name(Column A), Surname (Column B) and Unique Reference (Column C). Someone gives us a spreadsheet with the names in either a First Name + Surname or Surname, First Name format. We can look this up by including the extra characters in our lookup columns within the CHOOSE.

Handling inconsistent data with multi-condition array lookup formulas

Look closely at the middle of the CHOOSE since that’s where the magic is. Download the workbook to see the example in action.

Multi-condition array lookup formula in action

We have pretty much instructed the two columns we are looking up to join up in a specific way. First we want them to join up with a space in between. Then the second formula has asked them to join up Surname, comma and space in between, then finally the First Name. So as far as Excel is concerned we have created two virtual helper columns that look like this:

How virtual helper columns work - Multi-condition lookup formula

This makes it straightforward for us to look up John Johnson or Johnson, John in them.

There are virtually no bounds to how you can use this Multiple Criteria VLOOKUP. It made my life tremendously easy and I’m sure it makes yours easier too. Do me a favor and let me know in the comments some of the crazy ways you are applying it.

And then if you haven’t already grabbed a copy of Chandoo’s VLOOKUP book I cannot recommend it enough as the ultimate resource in VLOOKUP mastery

Download Example Workbook

Click here to download the example workbook prepared by Sohail. Play with it to learn more.

Added by Chandoo

Thank you Sohail

Thank you Sohail for writing this very useful, incredibly fun tutorial. I am sure our readers will enjoy it as much as I do. Thanks.

If you like this, please say thanks to Sohail.

Related discussion on Multi-conditional lookups

As you can guess, this is not the first time we talked about using multiple conditions in VLOOKUP. Check out below articles for more ideas & tips:

 

About the author: Sohail Anwar is a Londoner who has spent over 10,000 hours applying Excel in his professional life and earns well over 6 figures as a result. Now he’s on a mission to teach professionals how to massively increase their earnings by learning and applying Excel like never before. Find out more about Sohail on Earn With Excel or  LinkedIn

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28 Responses to “2010 Calendar – Excel Template [Downloads]”

  1. [...] Download and print the calendars today. You can add notes to individual dates or complete … [...] Uni Ego / Free 2010 Calendar – Download and Print Year 2010 Calendar today [...]

  2. William says:

    Afternoon,

    I have one similar calander that I added conditional formatting to so that I could highlight any planned factory holidays. I think i "borrowed" the formula from another calander so I won't post it here.

    I also added week numbers to it using the formula =WEEKNUM(MAX(C6:I6)) Where C6:I6 is the range of dates in that give week. It works fine on most of the months but return strange values on other months (Week 6 in October?) I can't see any logic behind why it does this.
    Any suggestions for an alternative formula to give the week numbers?

    Regards,

    William

  3. Miguel says:

    Hi Chandoo,
    I've added a new feature on your spreadsheet.
    This control can be useful for all the sheets where you need to check dates.

    Cheers

    http://cid-69a78592a23a8438.skydrive.live.com/self.aspx/.Public/2010-calendar%5E_Miguel.xls

  4. Nimesh says:

    Hi Chandoo,

    Nice calendar.
    Till now whichever calendar I saw in Excel, it contained only the outline sheet.
    Good to see monthly views and the mini view too.
    Liked the mini view much. 🙂

    -Nimesh

  5. Chandoo says:

    @William: This weeknum may be because the input dates to max are not properly formatting as excel dates.

    Good tip on the conditional formatting and holidays btw...

    @Migueal: Now that is super awesome. This is the reason why I love to blog. Readers will always one up me with such cool alternatives. Thank you for sharing this with us.

    @Nimesh: You are welcome 🙂

  6. Shish says:

    is it possible to get the Notes section on the outline page to display the notes added to the month page for a specific date?

    So if you add thing for January 2nd, and then select January 2nd those notes appear on the outline page

  7. Chandoo says:

    @Shish... You can do that using some formula magic. I would not recommend pushing excel to that as outlook / google calendar / icalc etc. do exactly that much more elegantly.

  8. Jörg says:

    Happy christmas to all of you!
    This is really awesome. The nicest calender I've seen for Excel. I also like Miguels version of the sheet.

    Just one "feature" is missing to me. As I live in Germany - where weeks start on Monday - I'd like to change this. Could someone please give me a hint how to do this?

    Thanks in advance

    Jörg

  9. Pedro says:

    Hi Chandoo, I’ve added some new features on your spreadsheet with your permission.

    Check it here:
    http://cid-6b219f16da7128e3.skydrive.live.com/self.aspx/.Public/Calendar%5E_Pedro.xlsm

    Miguel, this calendar is translated to Spanish language.

    Jörg, this new approach allows us to start weeks on Monday.

    Also it's possible to start weeks on Sunday if you enable Excel macros and push the arrows.
    Best Regards,
    Pedro.

  10. Chandoo says:

    @Pedro.. superb stuff.. thanks for sharing the file with all of us.

  11. Pedro says:

    Hi Chandoo, for dates before March 1, 1900 our calendars are wrong.
    In Microsoft Excel, DATE, EOMONTH, WEEKDAY functions return an incorrect result between Monday, January 1, 1900 and Wednesday, February 28, 1900.
    See this page: http://support.microsoft.com/kb/214326/en-us/
    Microsoft Excel incorrectly assumes that the year 1900 is a leap year in all Excel versions.
    That's the reason why our calendar versions only work from March, 1, 1900 until December, 31, 9999.
    Your comments are welcome.
    Pedro.

  12. Chandoo says:

    @Pedro.. Thanks for pointing that out. wow... This reminds me of the Joel Spolsky's first BillG review - http://www.joelonsoftware.com/items/2006/06/16.html (read it, I am sure you would love it.) when Bill out of blue asks about date time implementations for VBA (which Joel is the program manager for...)

    Thanks for sharing the URL too... Here is a specially made, chocolate sprinkled, extra fluffy donut for you 🙂

  13. Pedro says:

    Hi Chandoo, thanks a lot for the donut but I prefer it without chocolate!

    Always it's good to know a little history of Excel.
    The Joel Spolsky’s last BillG Excel review was about the "Hall of Tortured Souls"
    (See this Excel 95 Easter Egg here: http://www.eeggs.com/items/719.html)

    Do not miss the humor!

  14. Pedro says:

    @Chandoo.. I just return with a new calendar version.
    http://cid-6b219f16da7128e3.skydrive.live.com/self.aspx/.Public/calendar-pedrowave.xltx

    It helped me to practice conditional formatting, formulas to show check boxes, data validation drop down list, find out Thanksgiving Day's date for any year, how to find dates of public holidays using Excel, all reading your wonderful posts!

  15. Pedro says:

    Perpetual Calendar Spanish version starting weeks on Monday:
    http://cid-6b219f16da7128e3.skydrive.live.com/self.aspx/.Public/calendario-pedrowave.xltx
    Main characteristics:
    - Not macros.
    - Select a year from 1900 to 9999 with a dropdown listbox.
    - All date fields with the real date format.
    - Easy language change of day of the week and month names because are also dates.
    - Hide Saturdays and/or Sundays.
    - Week starting on Sunday or Monday.
    - Week and month numbers.
    - Hyperlink between sheets.
    - Consistent colors to Holidays, Diary and Events dates.
    - Easy change of Holidays by country.
    - Include 80 World Days and you can add more.
    - A diary with my birthday and 50 more programable appointments.
    - Check box to hide individual dates or all.
    - Holidays, diary and events text are showed on each month's sheet.
    - Ranges defined with Name Manager variables.
    I'll appreciate if you make me some suggestions to improve this calendar.
    Pedro.

  16. Joco1114 says:

    Please, I need help!
    I like all calendar from Pedro, thank you for them. Let me show my problem:

    I have 2 excel cells (for example AE12 and AE13) which mean the starting and the ending date of my duty. I need a macro to insert sheets with label YEAR. MONTH (for example 2010. August or similar) with the proper datas between the two dates. Is it possible?

    Thank you for reading me and sorry about my terribel english! 🙂

  17. Peter says:

    Hello Pedro,

    Thanks so much for the modified calendar template. I love the extra functionality you added. Is there any way you could upload an unlocked version? I wanted to change some of the comments and data validation so I could use it for one of my applications.

    As for feedback on potential improvements, with all the additions you made the file runs pretty slow. I'm sure this has to do with all the interconnectivity between the various tabs, but if there is a way to use less memory via more efficient formulas or something else I think this would make it easier to use. I have a brand new computer and with it running alone the response was pretty slow. One of the changes I'm making is changing the order of the months to match my company's fiscal year, so maybe something to automate a change like that could be useful.

    Cheers,

    Peter

  18. Pedro Wave says:

    Peter, my calendars are unlocked but you need Excel 2007 and 2010 versions to open them.

    Now I return with a new Programmable Task Calendar:
    http://cid-6b219f16da7128e3.office.live.com/view.aspx/.Public/Calendario%20de%20Tareas.xlsx

    Wath an introductory video here:
    http://pedrowave.blogspot.com/2010/10/programmable-task-calendar.html

    This new calendar allows to select the start month to match the school and fiscal year.

  19. ASA says:

    This is great stuff Chandoo and company

    Wanted to know if someone had built something similar

    I need to store one Excel Sheet on this calendar that has all the holidays

    US Holidays appear in RED
    UK Holidays appear in Blue
    Meetings appear in Green
    Submissions appear in Orange

    Is there a way I can store the list in a separate worksheet and all the calendars get updated with this?

    Thanks

  20. divya says:

    please tell me "how to convert Rs.10000/- in to words through excel formula

  21. [...] is all! http://chandoo.org/wp/2009/12/11/2010-calendar-excel-template-downloads/ See more Templates at http://www.vertex42.com/ Share this:Like this:LikeBe the first to like this [...]

  22. Kerisa says:

    Greetings,

    Thanks for this wonderful excel vacation tracker. I notice that the tracker only has three months November, December and January 2015, however, I would like to add the other ten months for 2014. Can you please instruct me on how I can add the other months?
    Thanking you in advance.

  23. kanu bhatia says:

    Hi Chandoo,
    Calendar: can this be printed as single sheet 8.5x11 inch per month
    kanu

  24. Rahul says:

    WOW! I just searching some of like this, that help me.
    Thank you for sharing.

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