We all know that VLOOKUP (and its cousins MATCH, HLOOKUP and LOOKUP) are great for finding information you want. But they are helpless when you want to do a case-sensitive lookup.
So how do we write case sensitive VLOOKUP formulas?
Simple. We can use EXACT formula.
What exactly is the EXACT formula?
EXACT formula checks if 2 cells have exactly the same value. And it is very SenSITive.
For example, =EXACT("this","THIS") will be false , where as =”this”=”THIS” will be true.
Using EXACT formula to do case sensitive lookups
Let’s say the value you are looking up is in cell F4, the lookup range is B5:C11 (column B has lookup value and column C has value you want).
You can use EXACT formula along with INDEX + MATCH or SUMPRODUCT to do case sensitive lookup. Let’s look at each of these variations:
Using EXACT & INDEX + MATCH formulas to do case sensitive lookups:
Formula: {=INDEX($C$5:$C$11,MATCH(TRUE,EXACT($F$4,$B$5:$B$11),0))}
How it works?
Let’s go from inside out.
EXACT(F4, B5:B11) portion: This will return an array of TRUE & FALSE values. Something like this:
{FALSE;FALSE;TRUE;FALSE;FALSE;FALSE;FALSE}
MATCH(TRUE, EXACT(...), 0) portion: Now we look for TRUE in all the values EXACT has returned. This will be 3 (since 3rd value in the array is true).
INDEX(C5:C11, MATCH(...)) portion: This will simply return the 3rd value in the column C, ie an exact match.
{INDEX(...)}: Because this is an array formula, you must press CTRL+Shift+Enter after typing it. The {} indicates this.
Related: Learn about INDEX+MATCH combination.
Using EXACT + SUMPRODUCT formula:
If the lookup result is a number (or date) and there is only matching value, you can use SUMPRODUCT to do case sensitive lookups.
Related: Introduction Excel SUMPRODUCT formula.
Formula:=SUMPRODUCT(EXACT($F$4,$B$5:$B$11) * ($C$5:$C$11))
How it works?
The EXACT(F4, B5:B11) portion returns a bunch of TRUE & FALSE values.
When you multiply these TRUE & FALSE values with column C (which contains numbers), the end result will be the value you are looking for.
This is possible because in Excel, TRUE is 1 and FALSE is 0. So when you multiply a list of logical values (true / false) with a list of numbers, everything that corresponds to false becomes 0.
So we get,
{0;0;30;0;0;0;0}
SUMPRODUCT simply adds up these numbers and returns 30 as result.
Note: This formula won’t work if you have text values in column C or more than one TRUE in EXACT result (ie multiple values match the lookup criteria).
For advanced users: SUMPRODUCT – Advanced scenarios
Download case sensitive lookup – example workbook
Please click here to download case sensitive lookup example workbook. Examine the formulas to learn more about this technique.
More ways to lookup:
- 2 Way lookups – lookup in top row & left column and find matching value.
- Wild lookups – lookup a value that starts with Som & ends with ne.
- Range lookup – find a value inside the lower & upper boundary
- Last lookup – find the last value in a list of multiple matches.
- Multi-condition lookups – lookup based on multiple conditions
- Take our VLOOKUP Quiz – how well do you know VLOOKUP?
Get The VLOOKUP Book: If you are always looking for help about VLOOKUP, look no further. Get my book, it’s going to make you awesome in VLOOKUP, INDEX+MATCH, multi-condition lookups, 2 way lookups and more. Click here to order your copy.
How do you write case sensitive lookups?
Let me be honest. I haven’t had a single case sensitive lookup scenario in last year. But email from a reader prompted me to research this problem.
What about you? Do you often deal with case-sensitive data? How do you write case sensitive lookups? Please share your tips & formulas in comments section.
13 Responses to “Using pivot tables to find out non performing customers”
To avoid the helper column and the macro, I would transpose the data into the format shown above (Name, Year, Sales). Now I can show more than one year, I can summarize - I can do many more things with it. ASAP Utilities (http://www.asap-utilities.com) has a new experimental feature that can easily transpose the table into the correct format. Much easier in my opinion.
David
Of course with alternative data structure, we can easily setup a slicer based solution so that everything works like clockwork with even less work.
David, I was just about to post the same!
In Contextures site, I remember there's a post on how to do that. Clearly, the way data is layed out on the very beginning is critical to get the best results, and even you may thinkg the original layout is the best way, it is clearly not. And that kind of mistakes are the ones I love ! because it teaches and trains you to avoid them, and how to think on the data structure the next time.
Eventually, you get to that place when you "see" the structure on the moment the client tells you the request, and then, you realized you had an ephiphany, that glorious moment when data is no longer a mistery to you!!!
Rgds,
Chandoo,
If the goal is to see the list of customers who have not business from yearX, I would change the helper column formula to :
=IF(selYear="all",sum(C4:M4),sum(offset(C4:M4,,selyear-2002,1,columns(C4:M4)-selyear+2002)))This formula will sum the sales from Selected Year to 2012.
JMarc
If you are already using a helper column and the combox box runs a macro after it changes, why not just adjust the macro and filter the source data?
Regards
I gotta say, it seems like you are giving 10 answers to 10 questions when your client REALLY wants to know is: "What is the last year "this" customer row had a non-zero Sales QTY?... You're missing the forest for the trees...
Change the helper column to:
=IFERROR(INDEX(tblSales[[#Headers],[Customer name]:[Sales 2012]],0,MATCH(9.99999999999999E+307,tblSales[[#This Row],[Customer name]:[Sales 2012]],1)),"NO SALES")
And yes, since I'm matching off of them for value, I would change the headers to straight "2002" instead of "Sales 2002" but you sort the table on the helper column and then and there you can answer all of your questions.
Hi thanks for this. Just can't figure out how you get the combo box to control the pivot table. Can you please advise?
Cheers
@Kevin.. You are welcome. To insert a combo box, go to Developer ribbon > Insert > form controls > combo box.
For more on various form controls and how to use them, please read this: http://chandoo.org/wp/2011/03/30/form-controls/
Thanks Chandoo. But I know how to insert a combobox, I was more referring to how does in control the year in the pivot table? Or is this obvious? I note that if I select the Selected Year from the PivotTable Field List it says "the field has no itens" whereas this would normally allow you to change the year??
Thanks again
worked it out thanks...
when =data!Q2 changes it changes the value in column N:N and then when you do a refreshall the pivottable vlaues get updated
Still not sure why PivotTable Field List says “the field has no itens"?? I created my own pivot table and could not repeat that.
Hi, I put the sales data in range(F5:P19) and added a column D with the title 'Last sales in year'. After that, in column D for each customer, the simple formula
=2000+MATCH(1000000,E5:P5)
will provide the last year in which that particular customer had any sales, which can than easily be managed by autofilter.
Somewhat longer but perhaps a bit more solid (with the column titles in row 4):
=RIGHT(INDEX($F$4:$P$19,1,MATCH(1000000,F5:P5)),4)
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