Overview

Sometimes you may need to look up the 2nd,3rd,4th or Nth value from a table i.e. based on the occurrences of the values dynamically lookup for the values. VLOOKUP () Function lookups a value from left side of the column and returns the first matching value based on column index number. We have to use the below formulas to get the desired result

Syntax

=INDEX(data,MATCH(val,rows,0),MATCH(val,columns,0))

INDEX function returns a value in a table based on the intersection of a row and column position within that table.

Syntax

=INDEX (array, row_num, [col_num], [area_num])

Arguments

·         array – A range of cells, or an array constant.

·         row_num – The row position in the reference or array.

·         col_num – [optional] The column position in the reference or array.

·         area_num – [optional] The range in reference that should be used.

Syntax

=SMALL(array, k)

Arguments

·         Array – An array or range of numerical data for which you want to determine the k-th smallest value.

·         K -The position (from the smallest) in the array or range of data to return.

Syntax

=IF (logical_test, [value_if_true], [value_if_false])

Arguments

·         logical_test – A value or logical expression that can be evaluated as TRUE or FALSE.

·         value_if_true – [optional] The value to return when logical_test evaluates to TRUE.

·         value_if_false – [optional] The value to return when logical_test evaluates to FALSE.

Syntax

=ROW ([reference])

Arguments

·         reference – [optional] A reference to a cell or range of cells.

Syntax

=COLUMNS (array)

Arguments

o   array – A reference to a range of cells.

Syntax

=IFERROR (value, value_if_error)

Arguments

·         value – The value, reference, or formula to check for an error.

·         value_if_error – The value to return if an error is found.

Working

Let’s understand with the help of an example. Below is the table (Figure 1: Sales Report) which contains sales (amount in USD) generated by Sales representative along with their manager’s name.


Figure 1: Sales Report

The management wants a report to show each Sales amount done by each sales person


Step 1: Type the formula to get the desired result.

=IFERROR(INDEX($C$2:$C$15,SMALL(IF($A$2:$A$15=$G2,ROW($A$2:$A$15)-1,””),COLUMNS($H$1:H1))),””)

Copy this formula and paste it in cell H2.

What is Array Formula:

An array formula is a formula that can perform multiple calculations on one or more items in an array.

Since this is an array formula, use it with Control + Shift + Enter, instead of just Enter.

{=IFERROR(INDEX($C$2:$C$15,SMALL(IF($A$2:$A$15=$G2,ROW($A$2:$A$15)-1,””),COLUMNS($H$1:H1))),””)}

We get the desired result


Step 2: Drag the Formula from H2 to H7


Step 3: Drag the formula from H2 to H7 to K Column (To the right)


Understanding how the formula works with the help of Evaluate Formula

Step 1: Select the cell (H2 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: Click on Evaluate


Step 8: Click on Evaluate


Step 9: Click on Evaluate


Step 10: Click on Evaluate


Step 11: Click on Evaluate


Step 12: Click on Evaluate


Step 13: Result


Scope of usage

ü  Can be used as a dynamic lookup for values

Can be used to extract the nth occurrence

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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

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Process for 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 slide
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    Excel Logics Academy

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  • Excel Logics Dashboards

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        •    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