VLOOKUP Function Hints




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Steps to do a VLOOKUP:

The steps to do a lookup are simple but MUST be followed exactly and in this order:

  1. Create the table
  2. Name the Table
  3. Write the VLOOKUP function
VLOOKUP in Excel 2007, 7/26/7 9:49

Create the table (see Example Below)

bulletOn an isolated part of the sheet (way over to the right ) or on a separate sheet (see tabs on bottom of screen) enter the table. 
bulletThe first column has the value that are to be compared to.  
bulletSometimes the match is exact, like if state abbreviations were in column 1. 
bulletSometimes the match is for the largest number that is less or equal to that the number driving the search, like when looking for a tax rate based on income.
bulletBe sure the values in column 1 are in order: lower numbers first or alphabetical order.
To make sure, highlight the table and
Excel 2003 : Data menu, Sort,
Excel 2007:  Data Ribbon, Sort 
bulletColumn 1 can ONLY have numbers (or exact words (groups of characters like state abbreviations) to be match to.)
The table must be usable in France and Greece and Portugal and China. 
Excel does NOT understand the words "over" or "less than" or other English.
bulletThe next column(s) has the result to be returned when a match is found. 
bulletOptionally the table name or column names can be entered above the table,
but these for human clarification and are NOT part of the table.

Name the table

bulletHighlight the table (just the table, not its name nor column names).
bulletExcel 2003: Name it (Insert menu, Name, Define, type a name).  No spaces in names.
bulletExcel 2007: Name it  either
bulletright click and select Name a Range .. or
bulletFormulas Ribbon, Define

It is essential to name the table if you intend to drag the formula down the row so the table's address is absolute (does not change as copies go to adjacent cells).  
Give it a VERY short name like "tax" or just "T" since you can type that name later.

Write the VLOOKUP (see Example Below)

bullet

Go to the cell where the answer is to go.

bulletEnter the VLOOKUP Formula
bulletUse the (function) icon (find VLOOKUP either in Recently Use or Lookup or All category)
bulletMove the dialog box sp the values can be seen
bulletThe 1st argument is what is being looked up (what value Excel is to look for as it scans the table).
Click in the one cell where the value is.   That cell address or name should appear in the first box and the value should appear to the right. Note the value that you are trying to match to the 1st column of the table MUST be in a cell by all by itself. 
bulletThe 2nd parameter is the table.  Either
bullethighlight it or
bullettap function key F3 and select the table name or
bullettype its name. 

The table name should appear in the 2nd box and its first few values in the table appear to the right.

bulletThe 3rd parameter is what column of the table contains the answer.   
For the 2nd column, type 2.
bulletThe 4th argument is not bold and is left blank unless you have an unusual lookup..

Example of Creating a table

For example,
if instructed to look up a discount as follows:

under $10 none
$10 to $99.99 10%
 $100 to $499.99 20%
over $500 25%
The table would be entered as
0 0
10 10%
100 20%
500 25%

Excel interprets this as (the table is read: )

bullet

If the number you are looking up is from 0 to 9.99999, return 0, 

bullet

if it is from 10 to 99.999999999, return 10%, 

bullet

if it is 100 to 499.9999999999, return 20%

bullet

and everything 500 and over, return 25%.

Rules for tables:

bullet

Each table cell can have only one value
Excel does NOT understand English (nor Spanish, nor French,...)
so column 1 can contain ONLY numbers. 
"10-99" is INVALID! "over 100" is INVALID!

bullet

Tables should start with 0 when there might be values less than the first value

bullet

If column 1 contains words, the cells must be in alphabetical order

Sample VLOOKUP

For the problem
 look up a discount as follows:

under $10 none
$10 to $99.99 10%
 $100 to $499.99 20%
over $500 25%
  1. First create a table like below

Discount

 
0 0

Discount is read:

bulletFrom 0 to $10, no discount
bulletOver $10 and up to $99.99, 10%
bullet100 to 499.99 yields 20%
bulletand over $500, 25%
10 10%
100 20%
500 25%
  1. Then name it
  2. Then Create the VLOOKUP
 
what are you looking up? B2
where is the table? discount
which column has the answer? 2
The three blocks for VLOOKUP
 would be entered:

 the table (cells A5 to B7) and lookup formula in the sheet would look like this

 

A

B

1 Price

$70

2 Discount =VLOOKUP(B1,discount,2)
3 You Pay

=B1-B2

 
Use the Excel Help Menu and find VLOOKUP in the Index or
check out these web site for explanations/examples:
bullet http://www.contextures.com/xlFunctions02.html
bullet http://www.uic.edu/depts/accc/seminars/excel2000-intermed/lookup.html
bullet http://www.ptti.com/html/help/VLOOKUP_.htm

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This page was created by   and was last updated on 09/15/07

Page Name:  Hints: VLOOKUP Function
URL:             http://faculty.ucc.edu/business-greenbaum/C100SS_HVLOOKUP.htm

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Copyright:      ã Maureen Greenbaum Sumware in NJ  2001, '02, '03, '04, '05, '06, '07, 2008.  All rights reserved. AddThis Social Bookmark Button