Overview

Sometimes you may need to lookup values on matching patterns or search on part of the value eg: In case of Name you may want to search on the First Name or sometimes in case of any alphanumeric or numeric value you may want to search based on some particular way. You can replace the existence of characters by using wildcards to represent the number of characters. Basically your search pattern can be customized.

Let’s also understand the working of VLOOKUP () function

  • The value you want to look up which is called the lookup value
  • The range where the lookup value is located

Note: the lookup value should always be in the first column in the range for VLOOKUP to work correctly. For example, if your lookup value is in cell C2 then your range should start with C.

  • The column number in the range that contains the return value. For example, if you specify B2:D11 as the range, you should count B as the first column, C as the second, and so on.
  • Optionally, you can specify TRUE if you want an approximate match or FALSE if you want an exact match of the return value. If you don’t specify anything, the default value will always be TRUE or approximate match. You can also use 1 or 0

Working

The wildcard characters are

  1. Asterisk (*) – Finds any number of characters after a text.
  2. Question Mark (?) – Question mark is used to replace with a character.

Let’s understand the working with the help of examples

We have Sales data (Figure 1: Sales Data) for the year 2018 for the 5 Products

Figure 1: Sales Data

In the first example we have to find the Sales amount of Monica

Step 1: Type the below VLOOKUP formula

=VLOOKUP(K3,B1:H17,7,0)

We get #N/A error as a result

Step 2: Type the below VLOOKUP formula along with “*” wildcard character

=VLOOKUP($K$3&”*”,B1:H17,7,0)

Asterisk (*) Sign finds any number of characters after a text. 

Step 3: After changing the currency format to $ English (United States) from the Symbol

In the second example we have to find the Sales Rep. name of Employee ID 1011.

Step 1: Type the below VLOOKUP formula

=VLOOKUP(K3,$A$1:$B$17,2,0)

We get #N/A error as a result

Step 2: Type the below VLOOKUP formula along with “????” wildcard character

=VLOOKUP(“???”&$K$3,$A$1:$B$17,2,0)

Question mark (?) sign is used to replace with a character

Step 3: Result

Understanding how the formula works with the help of Evaluate Formula (Example 1)

Step 1: Select the cell (K5 in this case) that you want to evaluate. Only one cell can be evaluated at a time.

Step 2: On the Formulas tab click on Evaluate Formula in Formula Auditing group

Step 3: Evaluate Formula dialog box will appear.

Step 4: Click Evaluate to examine the value of the underlined reference. The result of the evaluation is shown in italics.

If the underlined part of the formula is a reference to another formula, click Step In to display the other formula in the Evaluation box. Click Step Out to go back to the previous cell and formula.

Step 5: Click on Evaluate

Step 6: Click on Evaluate

Step 7: Result

Understanding how the formula works with the help of Evaluate Formula (Example 2)

Step 1: Select the cell (K5 in this case) that you want to evaluate. Only one cell can be evaluated at a time.

Step 2: On the Formulas tab click on Evaluate Formula in Formula Auditing group

Step 3: Evaluate Formula dialog box will appear.

Step 4: Click Evaluate to examine the value of the underlined reference. The result of the evaluation is shown in italics.

If the underlined part of the formula is a reference to another formula, click Step In to display the other formula in the Evaluation box. Click Step Out to go back to the previous cell and formula.

Step 5: Click on Evaluate

Step 6: Click on Evaluate

Step 7: Result

Scope of usage

  • Can be used to customize your search patterns
  • Can be used to lookup for a value using a partial match
  • Can be used to lookup a value when there isn’t an exact match
  • Can be used to replace a single or more characters while searching

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Topics covered in Excel Logics

Designed for Excel Logics
Excel Logics is designed for Excel Logics – Excel 2019, Excel 2016, Office 365. While you can practice the concepts in older versions of Excel, to get the most out of it, use latest version of Excel or Office 365.

Getting Started

Intro to Excel
Setting up tables
Cleaning bad data
Cleaning using Power Query
Writing formulas
Creating pivot tables
Making charts
Filtering & sorting
Shortcuts

Data + Tables + PQ

Excel Tables
Filtering, slicing tables
Bad data to good with PQ
Unpivoting data with PQ
Merging multiple files to one table

Writing Formulas

Referencing data
IF condition, CHOOSE, IFS
Statistical analysis
Conditional sum, count
Lookups
Advanced Lookups
Date formulas
Text analysis
Sentiment analysis
Exploratory data analysis

Making Pivot Tables

Creating pivot tables Data model + relationships Multiple table pivots Customizing pivots Extra calculations in Pivots Grouping data Slicing and dicing GETPIVOTDATA

         Adv. Pivot Table bonus

Charts + Graphs

Intro to Charting
Picking right charts
Anatomy of Excel chart
Formatting charts
New charts in Excel 2016
Budget vs. Actual charts
Then vs. Now charts
Conditional charts
Sparklines
Interactive charts

Advanced Concepts

Data validation
Creating templates
Workbook protection
Publishing to web
Shapes + pictures
Navigation buttons
Priting
Form controls
Custom ribbons

Optional module on

Dashboards

What is a dashboard?
Process for dashboards
Business dashboard #1
Business dashboard #2
Business dashboard #3
Employee Dashboard
Financial metrics dashboard
KPI Dashboard
Web enabled dashboard

Excel Dashboards

Dashboards from Excel Logics

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  • Excel Logics Dashboards

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        •  Extra module on Dashboards
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    Topics covered in Excel Logics

    Designed for Excel Logics
    Excel Logics is designed for Excel Logics – Excel 2019, Excel 2016, Office 365. While you can practice the concepts in older versions of Excel, to get the most out of it, use latest version of Excel or Office 365.

    Getting Started

    Intro to Excel
    Setting up tables
    Cleaning bad data
    Cleaning using Power Query
    Writing formulas
    Creating pivot tables
    Making charts
    Filtering & sorting
    Shortcuts

    Data + Tables + PQ

    Excel Tables
    Filtering, slicing tables
    Bad data to good with PQ
    Unpivoting data with PQ
    Merging multiple files to one table

    Writing Formulas

    Referencing data
    IF condition, CHOOSE, IFS
    Statistical analysis
    Conditional sum, count
    Lookups
    Advanced Lookups
    Date formulas
    Text analysis
    Sentiment analysis
    Exploratory data analysis

    Making Pivot Tables

    Creating pivot tables Data model + relationships Multiple table pivots Customizing pivots Extra calculations in Pivots Grouping data Slicing and dicing GETPIVOTDATA

             Adv. Pivot Table bonus

    Charts + Graphs

    Intro to Charting
    Picking right charts
    Anatomy of Excel chart
    Formatting charts
    New charts in Excel 2016
    Budget vs. Actual charts
    Then vs. Now charts
    Conditional charts
    Sparklines
    Interactive charts

    Advanced Concepts

    Data validation
    Creating templates
    Workbook protection
    Publishing to web
    Shapes + pictures
    Navigation buttons
    Priting
    Form controls
    Custom ribbons

    Optional module on

    Dashboards

    What is a dashboard?
    Process for dashboards
    Business dashboard #1
    Business dashboard #2
    Business dashboard #3
    Employee Dashboard
    Financial metrics dashboard
    KPI Dashboard
    Web enabled dashboard

    Excel Dashboards

    Dashboards from Excel Logics

    Previous
    Next


    Excel Logics Academy

    online + download access

      $ 147

      •    6 modules of Adv. Excel Lessons
      •   40+ example workbooks
      •   2 years online access
      •    Download HD quality videose
      •   Formula cheat sheet
      •   Shortcuts poster
      •   30 day money back guarantee

  • Excel Logics Dashboards

    Dashboards online + download access

      $ 227

        •    6 modules of Adv. Excel Lessons
        •  Extra module on Dashboards
        •   70 lesson videos
        •    50+ example workbooks videose
        •    Lifetime access
        •    Download HD quality videos
        •   Formula cheat sheet
        Shortcuts poster
    •   30 day money back guarantee


    Excel Logics Academy

    online + download access

      $ 147

      •    6 modules of Adv. Excel Lessons
      •   40+ example workbooks
      •   2 years online access
      •    Download HD quality videose
      •   Formula cheat sheet
      •   Shortcuts poster
      •   30 day money back guarantee

  • Excel Logics Dashboards

    Dashboards online + download access

      $ 227

        •    6 modules of Adv. Excel Lessons
        •  Extra module on Dashboards
        •   70 lesson videos
        •    50+ example workbooks videose
        •    2 years online access
        •    Download HD quality videos
        •   Formula cheat sheet
          Shortcuts poster
      •   30 day money back guarantee