29 Excel Formula Tips for all Occasions [and proof that PHD readers truly rock]

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It is no exaggeration that knowing excel formulas can give you a career boost. From someone starting at the long list of numbers, you can become a data god who can lookup, manipulate and analyze any spreadsheet by learning few excel formulas.

So when our little excel blog hit the 5000 RSS Subscriber milestone, I celebrated the occasion by asking you to share an excel formula through twitter or comments with rest of us. And boy, what an excellent list of formula tips you have shared with us all.

Here is the complete list of entries for the twitter formula contest.

Follow the links next to contributor’s name to see the original twitter post or comment

To return the full Path+Filename of your (saved) workbook

by Dmurphy on PHD comments

To return the full Path+Filename of your (saved) workbook (and dropping the [] characters) to get, for example, C:\Data\ExcelFiles\MyWorkbook.xls: =SUBSTITUTE(SUBSTITUTE(LEFT(CELL(”filename”,$A$1), FIND(”]”,CELL(”filename”,$A$1))),”[“,””),”]“,””)

Create a Dynamic Range that Grows and Shrinks with Data

by ps62 on twitter [@ps62]

IF($A6=””,””, SUM(OFFSET(Data,$A6-1,StartDateIndex-1,1,NumCols))) – makes stuff dynamic

Find the last cell in a row

by govi on twitter [@govi]

Return last filled cell in a row: =LOOKUP(9,999E+307;A1:IV1)

Cleaning your data (Example, changing the values in a column)

by artjohnson on twitter [@artjohnson]

Excel. Cust name header in C9 and text datalist below. Formula in B9 moves name from C9 to B9. Copy down. =if(isblank(C8),c9,b8)

Extract the month from a date

by Alan on PHD comments

Probably a easier way of doing this , extracting the month from a date as text. A1 is date =TEXT(DATE(0,MONTH(a1),1),”mmmm”)

Clean your text before you lookup

by rushikul on twitter [@rushikul]

=VLOOKUP(CLEAN(TRIM(E20)),F5:G18,2,0). To make sure you are using clear text, as text is most used in vookup_value

Find if two ranges are statistically different

by nandoaires on twitter [@nandoaires]

=IF((1-(1-NORMSDIST(ABS(A1-A2)/SQRT((2*AVERAGE(A1:A2)*(1-AVERAGE(A1:A2)))/(A3))))*2)>0,95;”Different”;”Equals”)

Lookup 3 criteria and return the match

by Alan_xls on twitter [@Alan_xls]

=Index(return,Match(1,(1stRange=criteria1)*(2ndRange=criteria2)*(3rdRange=criteria3),0)) Return result where 3 values match,Array Form

Offset with Match, get data from somewhere else

by Arnab Bose on PHD comments

This formula looks up data from another sheet considering three parameters keeping into account the column A and column B with sub-components (both on another sheet) and matching them up with the heading on both sheets. =OFFSET(’Data Sheet’!$C$1,MATCH(D$2,’Data Sheet’!$A$2:$A$140,0)+MATCH($B5,’Data Sheet’!$B$2:$B$20,0)-1,MATCH(D$3,’Data Sheet’!$C$1:$J$1,0)-1)

Using SUM with multiple conditions

by ps62 on twitter [@ps62]

{=SUM(IF(shoes=”nike”,Units,0))} – array formula – two conditions

VLOOKUP but get values from the left

by bsamson on twitter [@bsamson]

VLookup to return values to the left of the lookup range: =INDEX(SearchRange,MATCH(LookupValue,LookupRange,FALSE))

Getting data from a dynamic range

by Arnab Bose on PHD comments

This formula extracts data from a dynamic data range and returns a zero value if there is an #N/A error. =IF(ISNA(HLOOKUP($A14,Data!$AB$2:$AW$9,MATCH(”P”,Data!$AB$2:$AB$2,0),0)), 0,HLOOKUP($A14,Data!$AB$2:$AW$9,MATCH(”P”,Data!$AB$2:$AB$2,0),0))

Find the difference between maximums of two ranges

by PreetAulakh on twitter [@PreetAulakh]

{=MAX(K5:M5-K4:M4)}, one step formula to determine the max of difference of two ranges! No curly brackets in excel, Cltr+Shift+Enter

Find the top 3 values of a range

by JassiAulakh on twitter [@JassiAulakh]

Large(A1:A100,{1,2,3}). Gives you 3 highest values of a range. Select three cells and enter this formulas. Then Cltr+Shift+Enter

SUMPRODUCT with multiple conditions

by Martin on PHD comments

Here’s my little contribution (previously posted 😉 Named Ranges (should be dynamic, but….) Ship $A$2:$A$8 Captain $B$2:$B$8 flights $C$2:$C$8 in F:F Summary_ship $F$2:$I$2 this 3:3 Summary_Captain $E$3:$E$6 data is in range A1:C8, and summary is in E1:I6. =SUMPRODUCT((Ship=in Summary_ship)*(Captain=this Summary_Captain)*(flights))

Get the name of the workbook

by Dmurphy on PHD comments

To return the name of the workbook only, e.g. MyWorkbook.xls: =MID(CELL(”filename”,$A$1),FIND(”[“,CELL(“filename”,$A$1))+1,FIND(“]“,CELL(”filename”,$A$1))-FIND(”[”,CELL(”filename”,$A$1))-1)

Excel Formula Fun – Should we fight… ?

by chrismelck on twitter [@chrismelck]

=IF(ISERROR(VLOOKUP(WOMD,Iraq,1,FALSE)),”Declare war”,”Declare war anyway”)

More ways to use IF and Then formula

by Olu D. on PHD comments

This formula determines the Active (=”T”) status or otherwise of Employees in an Excel spreadsheet: =IF(AC2=””,”X”,IF(AND(AC2=500000,AD2=””),”T”,IF(AND(AC2500000,AD2?”),”F”,”Pls Enter Leaving Reason!!”)))

Using INDIRECT along with VLOOKUP to make dynamic lookups

by squash86 on twitter [@squash86]

=VLOOKUP(B3, INDIRECT(B36), COLUMN()-1,FALSE) The INDIRECT returns the name of a named range that holds the data table.

Calculate the p-value of a t-statistic [Don’t ask me what it is 😛 ]

by David on PHD comments

=NORMDIST(-1*ABS((Z27-AE27)/AG27),0,1,TRUE). Calculate p-value for t-statistic based on means in Z27 and AE27 and the std err of mean in AG27.

What is on the right side of that string

by aniVy on twitter [@aniVy]

=RIGHT(A1,LEN(A1)-FIND(“-“,A1,1)) – Extracts right side string after a hyphen.

Find frequency distribution of a range of values

by Cody on PHD comments

=FREQUENCY(DY5:DY118,EU4:EU14) for creating frequency distributions. I can’t believe I went so long before discovering that there’s an easy built-in array function that does this. Constructing the distribution by hand was always a pain.

In-cell bar graph

by JohnCorp on twitter [@JohnCorp]

=REPT(“|”,A1/MAX($A$1:$A$5)*30) creates a bar graph from the data in the range a1:a5, change the font to change the look of the graph

Get the name of the current worksheet

by Dmurphy on PHD comments

To return the name fo the current worksheet, e.g. “Sheet1?: =MID(CELL(”filename”,$A$1),FIND(”]”,CELL(”filename”,$A$1))+1, LEN(CELL(”filename”,$A$1))-FIND(”]”,CELL(”filename”,$A$1)))

Excel formula fun – Usetheforce()

by _mikii on twitter [@_mikii]

=usetheforce(choke,”Moff Jerjerrod”)

UDF to calculate to royalty, I am not getting any

by chrislbs on twitter [@chrislbs]

=TieredRoyalty($R$16:$T$19,I5) @r1c1 Uses a UDF to calculate royalty on I5 based on a TierTable in R16:T19, saving nested vlookups

Find the Next Friday the 13th

by S3bast1an on twitter [@S3bast1an]

ARRAYformula – Next Friday 13th is =MIN(IF(((WEEKDAY(TODAY()+ROW(1:1000);2)=5)*(DAY(TODAY()+ROW(1:1000))=13))=1;TODAY()+ROW(1:1000)))

Split first name and last name

by Mahmut on PHD comments

=LEFT(A1,FIND(” “,A1)-1) =RIGHT(A1,LEN(A1)-FIND(” “,A1)) Split first names and last names.

IF with a VLOOKUP

by m4th1337 on twitter [@m4th1337]

=IF(VLOOKUP(C1,’Historical Data’!$A$2:$S$332,4,FALSE)>F1,”-“,IF(VLOOKUP(C1,’Historical Data’!$A$2:$S$332,4,FALSE)

And now for the winners

I wish I had more prizes to give. All the tips are truly marvelous. I have learned several cool uses of excel formulas. But alas, we have only 2 prizes in this contest.

Dashboard bundle from Bonavista Systems goes to Govi

The excel formulas 2007 book by John Walkenbach goes to DMurphy

Both the winners are randomly selected. I have already sent them an e-mail with the further instructions to claim the prizes.

Big thank you to Bonavista Systems, the contest sponsor

I would like to thank Andreas from Bonavista systems for sponsoring the dashboard bundle. Bonavista systems makes some really cool tools for excel dashboards, spark-lines and helps you make cleaner and better looking charts. Checkout their products and know more about them from their site.

Further Resources if you want to learn Excel Formulas


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54 Responses to “6 Tips for Writing Better VLOOKUPs”

  1. andrew says:

    Hi, I am loving the VLOOKUP series this week. 🙂

    Could you please expand a little on why you don't recommend using 1 or 0 in place of true or false? I am in the habit of doing this.

  2. "You can even omit the last argument if it is 0"

    Excel's default for the last argument is TRUE. Because of this, it's dangerous to omit the last arguement. I would use either FALSE or 0. Never omit if you want an exact match.

  3. Daniel Ferry says:

    Nice series, Chandoo!
    .
    Your readers may be interested to know that the quickest formula method to do lookups in Excel is an array-entered INDEX.
    .
    This is one of the many topics covered in the Excel Hero Academy:
    Excel Hero Academy
    .
    Regards,
    Daniel Ferry
    Excel Hero Academy

  4. sam says:

    1. Never use VLOOKUP/HLOOKUP - Always use Match /Index
    2. Sort your data before performing a Loookup
    3. Use 1/-1 option Match as it is at least 10 times faster than the 0 option- But modified to perform an exact match rather than an approximate match as described below
    a) A Column containing a Match Fucntion to Find the Position with the 1/-1 option
    b) A Status column containing a Index to check the status (present/not present)
    c) Multiple array entered Index colums to pick

  5. Gregory says:

    In tip number 5 you state, "you can even omit the last argument if it is 0" which is not correct. If you omit the last argument, Range_Lookup, is TRUE, as Mike Alexander points out.

  6. Sundeep says:

    Excellent series - Need some help from the expert. how easy it is to add/expand a named range in a lookup formula?

  7. Chandoo says:

    @Mike & Gregory: I am sorry for the confusion. The formula =VLOOKUP(value, range, column #) assumes last argument as TRUE.

    Where as the formula =VLOOKUP(value, range, column #, ) assumes last argument is blank or empty which internally gets treated as 0.

    And that is what I mean by you can even omit last argument. I state that "Remember, you must place a comma (,) after the column number if you are planning to use this." otherwise, this will not work.

    @Andrew: I suggest not using 0 or 1 as they are more cryptic and lead to confusion when your spreadsheet gets to someone else's hands.

    @Daniel: Thanks for that.

    @Sam: Good tips. I would just add that using VLOOKUP / HLOOKUP is ok as long as they solve the problem you have and do not take too much time. The performance improvements you get with array entered index or other techniques are minimal when dealing with small and moderately sized data sets.

  8. Hui... says:

    @Sundeep
    Very easy

    Have a read of: http://chandoo.org/wp/2009/10/15/dynamic-chart-data-series/
    Particularly Point 3. Create a new named range and type OFFSET formula

  9. Sundeep says:

    @Hui - Thanks.

    If I have a large workbook with many Vlookups and if I change the range to named range...is there an easy way to change all the formulas? It is more of wishful thinking than a question 🙂

  10. Chandoo says:

    @Sundeep... You can use Apply names from formulas ribbon to apply names to a selected range. This technique works when the ranges are mapped to static references. Dynamic refs. thru OFFSET are bit more tricky.

    You can use the find / replace to automatically replace all $A$1:$C$1000 with dynamic range lstData. See this: http://chandoo.org/wp/2009/02/17/spreadsheet-formulas-edit/

  11. Hui... says:

    @Sundeep
    On the Formulas Tab, Click on the Drop Down on the Define Name button and select Apply Names
    Select one or all Named Ranges and apply
    Excel will go through your worksheet/s and change the Ranges for Named Ranges.

  12. bill says:

    i cannot believe i missed the new to 2007 formula "IFERROR". your mention of this will help reduce the number of characters in many formulars i use (with "ISERROR") by at least 40% along with commensurate reductions in spreadsheet size and calculation speed... not to mention future reduction in typing and debugging time in formulas. thank you. and thank excel.

  13. jayank2000 says:

    Newbie here.
    I am not able to understand the Tip#1. Use of "val", "tbl". I tried and it kept on giving error.
    Chandoo's Tip#1: =VLOOKUP(valSalesPerson,tblData,3,FALSE)
    Does it need column headings? And how do you l lookup the value I am looking.
    Thanks in advance.

  14. JimH says:

    I need some help with creating a formula. I have a list of names on tab 1. (About 20) On tab 2 I have a list of names and there total sales (About 3,500) I created a name range for both the first list of names on tab 1 (Producer) and a name range for the second list on tab 2 (Agent_List) The sales on tab 2 for each producer is in the 7th colume.

    I need the formula to identify name of Producer (Tab1) from the Agent_List and then choose the total sales for that producer.

    This is the formula I put together and I only get #REF!
    VLOOKUP(PRODUCER,AGENT_LIST,7,FALSE)

  15. Hui... says:

    @JimH
    I assume you are adding a column next to the Agent_List on Tab 2 and looking up values from the Agent_List and retrieving values from the Producer list
    .
    So the format for your equation will be:
    =VLOOKUP(A2,Producer,7,FALSE)
    or
    =VLOOKUP(Agent_List,Producer,7,FALSE)
    .
    Note that the named range Producer must be at least 7 columns wide, not just Column A or you will get the #REF! error also

  16. Lala says:

    Hi

    Can anyone please help or this totally impossible in excel? I am trying to do a vlookup with a range of cells that contains "comments" in them and unsuccessful.

    Thank you

  17. Hui... says:

    @Lala
    You cannot search within comments unless you use VBA

  18. Jennie says:

    My tips are:

    Pay attention to data types - no fly if mixing text and numbers. I run into this problem a lot with files downloaded from access that have a tendency to mix data types on me when it hits excel.

    Pay attention to $ - If pulling from the same workbook, $ won't auto fill on your range and you will potentially miss hits.

    • blah blah says:

      Yeah, the data type mixing has bitten several folks I work with in the rear.

      EG: I work at a company where marketing source codes are 10-alphanumeric. But, some codes are like "12345" while others are "123abc". When access or sql dumps to excel, the numerical ones convert to numbers while the text ones stay text.

      So, what I do is create a reference column next to them in which I do a =TRIM([column]). Trim not only removes front/back spaces, it converts a value to text data type. This is useful, b/c sometimes sql db admins will store data with a fixed string length (eg: a column may get stored as char(50), which means it will have 50 chars no matter if it has to add extra spaces at the end to pad it out.) When you dump this to excel, the extra spaces remain at the end. So, the Trim command not only converts numbers to text, it removes padded spaces at the end. Very useful when working with sql dumps.

  19. ankit says:

    I have two sheets, in first sheet i have given a criteria of month (like jan, feb), then on another sheet i have month wise sheet like
    jan feb mar
    a 2 5 8
    b 5 9 8
    c 9 12 89

    now i need in first sheet if i give criteria jan then answer is 2+5+9, or if i give feb then answer is 5+9+12 and like that, how to get that??

  20. Nicole says:

    I am pretty well versed in VLOOKUP but I have a challenge I can't figure out. When I complete the VLOOKUP in one cell, it works fine. When I drag the formula down (using $ where necessary) the value from the first LOOKUP populates in the new cell. If I double click on the cell and hit 'enter' then the correct value is pulled in from the vlookup. Any suggestions why the formula isn't executing correctly until I hit enter?

    • Hui... says:

      @Nicole
      It sounds like Calculation is set to Manual
      Goto the Data Tab Calculation and set it to Automatic

      • Nicole says:

        Absolutely FANTASTIC!! Thank you so much. Slight variation on my version of Excel. I had to go to Formulas Tab then to Calculation sub-tab, Calculation Options, change setting to Automatic. Thank you thank you thank you. Saved me hours of more frustration!

  21. [...] than maybe sorted, which it usually is anyway).Use COUNTIF or MATCH to speed up calculationAs many others have pointed out, VLOOKUP returns #N/A if the lookup value is not found. Instead of using a [...]

  22. Sh says:

    I have more than 2 columns in a table I'm so confused cuz the results i get is #N/A =(

  23. Jerome says:

    I have a 2-sheet database.  Sheet 2 has a list of Accronyms in column A and their description in column B.  On sheet 1, column A is where you input your Acronym. In column B, the formula takes Acronym from column A, looks it up on sheet 2, and displays it on column B. 

    After some research, I found how to make custom text if there is not a match on the Acromyn.  The question i have is, is that when there is no text in comumn A, sheet 1, column B, sheet 1 displays my custom text "ABBREVIATION NOT FOUND".  I'm trying to write a forumla that leaves column B blank unitl there is an input in column A.

    This is my current forulma:
    =IF(ISNA(VLOOKUP(A4,Description!A:B,2,FALSE)),"ABBREVIATION NOT FOUND",(VLOOKUP(A4,Description!A:B,2,FALSE)))

    Any help out there?

    Thanks,

    Jerome

    • Chandoo says:

      Hi Jerome... Thanks for your question. Try this formula instead:

      =IF(A4<>"", IFERROR(VLOOKUP(A4,Description!A:B,2,FALSE),”ABBREVIATION NOT FOUND”), "")

      Works in XL 2007 or above. For older versions use this:

      =IF(A4<>"", IF(ISNA(VLOOKUP(A4,Description!A:B,2,FALSE)),”ABBREVIATION NOT FOUND”,(VLOOKUP(A4,Description!A:B,2,FALSE))), "")

      Btw, to learn more about IFERROR see this: http://chandoo.org/wp/2011/03/11/iferror-formula/

  24. Salvador says:

    I have 2 worksheet, the first one is like this:
    A     B     C     D
    1   DOG   1     BROWN
    1   DOG   2     WHITE
    2   CAT    1    SMALL
    2   CAT    2     MEDIUM
    2    CAT   3     BIG
    THE SECOND WORKSHEET IS LIKE THIS:
    A                  B                                         C                    D
    ENTER#      fORMULA 1 WITH VLOOK          ENTER #     FORMULA 2
                     (RETURN ANIMAL)                                    RETURN TYPE
     
    FOR EXAMPLE i NEED WORKS LIKE THIS:
    2                 CAT                               2                         MEDIUM
     
    FIRST FORMULA IS EASY NOT PROBLEM. bUT FOR THE SECOND i DO NOT FIND HOW TO DO IT. PLEASE HELP.

    • Jo says:

      This would be how I would handle your second formula, in your first worksheet, I would insert a column between C & D. In that column I would have a formula to concatenate the values in column A & C (example =concatenate(a2,c2)) which would result in:

      A B C D E
      1 DOG 1 11 BROWN
      1 DOG 2 12 WHITE
      2 CAT 1 21 SMALL
      2 CAT 2 22 MEDIUM
      2 CAT 3 23 BIG

      Then in the second worksheet formula 2 would be:

      =vlookup(concatenate($a2,$c2),AnimalType columns D&E,2,false)

  25. Gazza says:

    Great Stuff Chandoo
    In your 6th post you say use SUMIF instead of VLOOKUP as it runs faster.
    What if you have a spread sheet with repeated data and you only want to pull one value back?
    would it be best to use a simple VLOOKUP
    or something like: IF(COUNTIF < 2, SUMIF, VLOOKUP)
    I have set COUNTIF < 2 (not just = 1) to take advantage of the fact that if COUNTIF = 0 you won’t get an error

  26. Jo says:

    Now if only you could use the column header name instead of the column index number in the VLOOKUP function.

    Scenario: I have a list/table in one spreadsheet that I use to lookup values in other spreadsheets. If I insert columns in my list/table, I have to go into the other spreadsheet(s) and increment the VLOOKUP formulas' column index number to capture the right column of values.

    Example: if I inserted a column in Table1, my formula:
    =VLOOKUP(A1,Table1,2,FALSE) would have to change to:
    =VLOOKUP(A1,Table1,3,FALSE),
    it would be so much better if you could code something like:
    =VLOOKUP(A1,Table1,Table1[price],FALSE)

    If my lookup result is numeric data I could use sumif as suggested and use the list/table references; is there a similar function I can use for alphanumeric data lookups that uses list/table references?

  27. andy says:

    tip:

    you can use dynamic column reference for your look up if you want to pull multiple column values from another sheet with the same row reference without having to rewrite the the formula, e.g.

    range a1:d1 = "header", 2 , 3, 4
    b2 = vlookup($a2, LookUpRange, b$2, 0)
    c2 = vlookup($a2, LookUpRange, c$2, 0)
    b3 = vlookup($a3, LookUpRange, b$2, 0)

    the above will bring back the value two columns away from LookUpRange in b2, 3 for c2 and 4 for d2 for the same reference, a2. By freezing just the column for your lookup reference value and just the rows for your column reference, you can drag your forums both down and right while keeping all reference both constant and dynamic... as oxymoronic as that sounds.

    • chris says:

      my TIP, building on what Andy says above re using a dynamic refrence: if you use the column functon in the header row - should someone add extra columns to the source sheet your lookup will adapt and still return the right result.

  28. Chaz says:

    With the below formula I am getting "too many arguments for this function. any help?

    =IFERROR(VLOOKUP(RIGHT(M3,7),notes!A:A,1,FALSE),"Failure to process correctly",IFERROR(VLOOKUP(RIGHT(n,2),notes!A:A,1,FALSE),"Failure to process correctly"))

  29. WelshIan says:

    Chaz - IFERROR only requires 2 arguments, you have entered 3 (the vlookup, the error message, the 2nd IFERROR).

    Change your formula to the following:

    =IF(isERROR(VLOOKUP(RIGHT(M3,7),notes!A:A,1,FALSE)),”Failure to process correctly”,IFERROR(VLOOKUP(RIGHT(n,2),notes!A:A,1,FALSE),”Failure to process correctly”))

    Ian

    • WelshIan says:

      Hmm, I'm not sure my formula will return the required output.

      This tests if there is an error in the 1st vlookup, then checks the 2nd, and only returns the error message if both vlookups are errors. Is that what you wanted to do?
      =IF(isERROR(VLOOKUP(RIGHT(M3,7),notes!A:A,1,FALSE)),IFERROR(VLOOKUP(RIGHT(n,2),notes!A:A,1,FALSE),”Failure to process correctly”),VLOOKUP(RIGHT(M3,7),notes!A:A,1,FALSE))

  30. erik says:

    I am trying to use a vlookup with a named range for the lookup array. This works fine. However now I would like to replace this named range with a cell reference (which obviously contains the name of the named range) but get a N/A error message. Is this really not possible?

    vlookup ( A1, named range, 2, 0 ) . This works
    vlookup ( A1, F1, 2, 0 ) . Where cell F1 contains the the text with named range. This does not work.

    Any tips or thoughts would be appreciated. Thank you in advance

  31. erik says:

    Works like a charm. Thank you!

  32. Matt says:

    Some opinions on the pros and cons of using named ranges on http://www.excelvlookuphelp.com along with a few other hot tips

  33. d j says:

    Hello,
    Chandoo,

    Can u explain me how to use vlookup formula in 2 sheets in one excel workbook.

  34. Satish says:

    Hi am Using Index match function to overcome the limitation of Vlookup. But I am failed to get the same result as i get in Vlookup. in vlookup as we can expand the Columns of Vlookup in one single shot. Like Vlookup($A4,A1:G9,3,0) but same Result i Not get in Index match Function. Please help

  35. Sean Burke says:

    Dear Excel super-users,

    Sourcing data from different sheets.

    I'd like to specify in the vlookup formula which sheet to source data from.

    This source sheet will change depending of the name of the person selected in a specific cell C1 on the sheet where the vlookup formula is being run from.

    I'd be grateful for any tips to achieve this.

    Regards,

    Sean

  36. raghuwar singh bisht says:

    dear sir /madam

    please proved me lookup formula
    and exp--------- insert picture formula attched excel sheet

  37. Jayme says:

    Us the Column formula in place of the 3rd argument will save you time when you want to bring in all data columns!

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