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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24 Responses to “10 Supercool UI Improvements in Excel 2010”

  1. Hui... says:

    The best improvement by far is the Collapse Ribbon ^ button !

  2. Alex Kerin says:

    Kind of a shame that some of the best improvements are actually returns to old functionality. One thing I don't like is that to get to recent files I need to do an extra click after File - apart from Save As, that's why I'm usually in the File menu. I like the sparkline options, though they are still as not fully featured as some of the free and pay options out there.

  3. Arti says:

    The collapse button for the ribbon menu is good news. Can you make the ribbon menus stick too?

  4. Jon Peltier says:

    Nine improvements, not ten. You can also select multiple objects in 2007. Click on the Find & Select item at the far right of the Home tab, and the dropdown looks remarkably like your 2010 screenshot.

  5. Chandoo says:

    @Jon.. Thank you. Dumb me, I somehow thought we couldnt select objects in Excel 2007. Just saw the "select menu" and it is there. I have corrected the post and removed the point. I have added the "you can make your own ribbons" instead. Thanks once again.

    @Arti: what do you mean by make ribbons stick?

    @Alex: May be it is my installation, but when I go to "File menu" I see "recent files" by default.

  6. Arti says:

    For example, if I am working with one of the contextual ribbon menus (Pivot tables, Drawing/Chart etc), as soon as I click away from the selected object, the menu tabs vanish. If I click on the object again immediately, then Excel will remember what I was looking at, but if I wander away and click on a Pivot, then back again on the Chart, the menus will 'appear' but not get activated, thereby causing much annoyance and additional clicking.

    I want to "pin" the whole menu (not invididual commands) somehow, so that I can have the menu there for the length of the time I am working with graphics. Excel 2003 used to have the Drawing toolbar you could detach and hover while you were working, but this functionality disappeared in Excel 2007.

    My thought was Excel should just allow a 'pin', similar to the Recently Opened files menu, for the Ribbon Menus as well. If I have not selected any Drawing object, the commands can be greyed out, but I want the menu as a whole to 'stick'.

  7. Chandoo says:

    @Arti... I think MS solved this problem differently. When I select a pivot and go to "design" tab Excel 2010 remembers this and automatically takes me to "design" tab when I reselect the pivot.

    Apart from this you can also define your own ribbon with all the things you normally do. See the above article (I have added this after Jon's comments)

  8. Stephen says:

    Nice feature. About time for a upgrade for MS Office

  9. Arti says:

    Oh... okay. That might be a start. I'd probably just copy-paste the Drawing tab haha. Thanks. I'll definitely give Excel 2010 a try.

    Btw - have you considered getting into / gotten into the world of Excel as it meets SharePoint?

  10. Jon Peltier says:

    Actually, the replacement new thing is probably better than all the rest. One thing that the designers of the Office 2007 ignored was allowing regular users to customize their own interface. Office 2010's interface was expanded in this way to address the huge uproar.

  11. jeff weir says:

    Is there still a limit on how many things you can add to the QAT bar? (I'm too lazy to look myself.)

  12. Chandoo says:

    @Jeff.. it seems to take quite a few, but only shows one line and gives a little arrow button at the end. (summary: shucks!)

  13. Squiggler says:

    The best thing is you can edit the ribbon directly from excel, so now i can create my own bar with just the things I use regularly!

  14. John says:

    One of the annoying things in 07 for me is the Add-Ins menu bar - in 03 I could keystroke directly to menu add ins.. In 07 I needed an extra keystroke just to activate the add-in menu, then the keystrokes as normal.. Hope this marek sense..

  15. Jon Peltier says:

    John -
     
    If you remember the old Excel 2003 Alt-key shortcuts, you can still use them in 2007. To get to the Add-In dialog:
     
    Alt-T-I

  16. Gagan says:

    Dear Arti & Chandoo

    Seen your comments over some issues. Hope you are form India, gone through your comment expecting a pin to command it as a whole, great, hope if someone out of MS have read it, it may be kept in mind while the next R & D of Office Ver. 16

  17. Loranga says:

    Just incase someone forgot CTRL+F1 will collapse the ribbon.

  18. [...] was pleasantly surprised when I ran Microsoft Excel 2010 for first time. It felt smooth, fast, responsive and looked great on my [...]

  19. DK Samuel says:

    I like the sparklines, and the ability to modify the charts

  20. CHRIS LUNA says:

    How do you get rid of the advertisment on the right hand side? If you upgrade then will it take off the ads?

  21. Derek says:

    Once again Microsoft has re-decorated the Office and we are NOT pleased!

    The graphics object selector can be found in the Home ribbon under Find & Select, Select Objects near the bottom of the drop down. You can make it part of the Quick Access toolbar by right click over it and selecting Add to Quick Access toolbar.

    The graphics "cursor" will now appear on the mini-toolbar at the top left of the window.

  22. Vladimir says:

    How to get rid of "Add-Ins" button in Backstage (File)" menu by means of XML code, i.e. to hide, to delete or to disable this button?

    This button is usually situated in the Backstage menu between "Help" and "Options" buttons.

    • Pete Kies says:

      Vladimir, did you ever get an answer to your question?

      I am tying to customize the ribbon UI for a file using XML, and this is precisely the piece I can't figure out. I can hide other tabs, remove items from QAT and backstage - all except the options that are showing up under add-ins in backstage. If there is an XML syntax for referencing this thing and making it invisible, I cannot find it.

  23. Bishnu says:

    Hey, nice tutorial. Please check my video tutorial on similar topic at the below link and provide your comments:
    http://www.youtube.com/watch?v=TeIFc0jYjpA

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