Advanced Lookups

Simplified
VLOOKUP, HLOOKUP, INDEX, MATCH

Founder, YL Academy (Yoda Learning)

Table of Contents
01 | VLOOKUP – Basics 03 | Why 2-D Lookup?
• What is VLOOKUP? • When you need to pull a value from a
• Step 1 – Whose details are you looking for? cross-tab or pivoted table using two inputs
• Step 2 – Which table will you find the details in? • Option 1: Complex Nested IFs
• Step 3 – Which column of the table will you find the • Option 2: VLOOKUP + MATCH
details in? • The chemistry between VLOOKUP & MATCH…
• Step 4 – False or True? • Bonus: HLOOKUP (senior) with MATCH (junior)
• VLOOKUP Summarized • How VLOOKUP & MATCH look like when they are together?
• HLOOKUP() vs. VLOOKUP() 04 | Why reverse Lookup?
02 | Why use TRUE inside VLOOKUP? • For left-side lookup, you will need INDEX()
• VLOOKUP with TRUE when 3 conditions met • Formula for INDEX() & MATCH() - simplified
• Example: Let’s say you scored 77. 05 | Bonus: Our videos on YouTube
• Which formula will you prefer to write - 1 or 2?
• Convert table format (left ⇾ right)
• Let’s take a simpler example to understand…
• Case Study
• Other real-life use cases
• [Simple score grading]
• [Debtors’ ageing]
• [Dates]

2
VLookup Function (Basic to Advanced) VLOOKUP with TRUE Arguments in Excel
https://youtu.be/zBzJ9AHeoqI https://youtu.be/MAOwdcdQbv0

Why 2D Lookup? How to Use VLOOKUP : DOs & DONTs

https://youtu.be/RkS_WWN2o5k https://youtu.be/_aplx-aiH9I

VLOOKUP vs HLOOKUP in Excel Match Function (Slab Based Data)

https://youtu.be/8KRbv_crHBc https://youtu.be/AKN05MWUEpE

MS Excel - VLOOKUP and MATCH Commission Calculation in Excel

https://youtu.be/J8fka59fak0 https://youtu.be/AJXtuKWxVME

HLOOKUP and MATCH Formula in Excel

https://youtu.be/zjj2n2iJkeE

VLookup Formula in Excel for Beginners

https://youtu.be/KPKKukzJLCE

MS Excel - Index Match (For Advanced

https://youtu.be/Oqng7NTkgU0

3
01 | VLOOKUP – Basics
Quick Walkthrough
What is VLOOKUP?

When you are looking up for a name (ID)

in a list (top to down), then it’s a vertical
lookup (VLOOKUP)

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Step 1 – Whose details are you looking for?

SN ID Name Score ID Score

01 1222 Karl 76 2199 ?
02 2134 Jenny 56
lookup_value
03 2111 Sam 42
04 2199 John 71
05 1221 Carol 92
06 1009 Ray 62

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Step 2 – Which table will you find the details in?

SN ID Name Score ID Score

01 1222 Karl 76 2199 ?
02 2134 Jenny 56
lookup_value
03 2111 Sam 42
04 2199 John 71
05 1221 Carol 92
06 1009 Ray 62
table_array with ID as 1st column

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Step 3 – Which column of the table will you find the
details in?
3
SN ID Name Score col_index_num
ID Score
01 1222 Karl 76 2199 ?
02 2134 Jenny 56
lookup_value
03 2111 Sam 42
04 2199 John 71
05 1221 Carol 92
06 1009 Ray 62
table_array with ID as 1st column

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Step 4 – False or True?

3
SN ID Name Score col_index_num
ID Score
01 1222 Karl 76 2199 71
02 2134 Jenny 56
lookup_value
03 2111 Sam 42
04 2199 John 71
• FALSE (0) is for EXACT match
05 1221 Carol 92
• TRUE (1) is for SLABS cases…
06 1009 Ray 62
to be discussed later
table_array with ID as 1st column

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VLOOKUP Summarized

▪ "lookup_value" should be in the same format

as the values stored in the first column of the
selected "table_array“

▪ Detect format using: ISNUMBER(), ISTEXT(),

LEN()

▪ Rectify format of ‘nos. stored as text’ –

VALUE(), Text-to-Columns (Step 3/3) – General

▪ Avoid pressing F2 & Enter continuously on

individual cells to update the format manually

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HLOOKUP() vs. VLOOKUP()

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02 | Why use TRUE inside VLOOKUP?
VLOOKUP with TRUE when 3 conditions met

- Values of slabs (0-10, 11-30, etc.) are re-arranged in …

- an ascending order, and where each of these value are read as…
- at least (>=)

Remember: TRUE or 1 DOES NOT mean

Approximate match

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Example: Let’s say you scored 77.

% Grades
93.00 - 100 A
91.00 - 92.99 A-
83.33 - 90.99 B+
79.00 - 83.32 B
76.67 - 78.99 B-
73.33 - 76.66 C+ What grade will you receive?
70.00 - 73.32 C
66.67 - 69.99 C-
63.33 - 66.66 D+
60.00 - 63.32 D
56.67 - 59.99 D-
0.00 - 56.66 F

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Which formula will you prefer to write - 1 or 2?

% Grades
93.00 - 100 A
91.00 - 92.99 A-
83.33 - 90.99 B+ 1
79.00 - 83.32 B
76.67 - 78.99 B-
73.33 - 76.66 C+
70.00 - 73.32 C
66.67 - 69.99 C-
63.33 - 66.66 D+
OR
60.00 - 63.32 D
56.67 - 59.99 D- 2
0.00 - 56.66 F

www.yodalearning.com 15
Convert table format (left ⇾ right)

% Grades % >= Grades

- Values of slabs (0-10, 11-30, etc.)
93.00 - 100 A 0 F
91.00 - 92.99 A- are re-arranged in …
56.67 D-
83.33 - 90.99 B+ 60.00 D - an ascending order, and where
79.00 - 83.32 B 63.33 D+ each of these value are read as…
76.67 - 78.99 B- 66.67 C- - at least (>=)
73.33 - 76.66 C+ 70.00 C
70.00 - 73.32 C 73.33 C+
66.67 - 69.99 C- 76.67 B-
63.33 - 66.66 D+ 79.00 B
60.00 - 63.32 D 83.33 B+
56.67 - 59.99 D- 91.00 A-
0.00 - 56.66 F 93.00 A

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Let’s take a simpler example to
understand…
Case Study
 Situation: The table to assign the grade (A+ to E) based on the scores (0 to 5) have been
provided.
 Complexity: To calculate the correct grade, it will take a complex Nested IF statement.

© YL Academy

© YL Academy

Complex nested IF statement

… cont’d

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 Solution: Use VLOOKUP with TRUE

1. Create a new column with ratings range (number) arranged in an ascending order and
where every value is read top to down with the meaning of >=

© YL Academy

© YL Academy

… cont’d

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2. Use VLOOKUP with TRUE

© YL Academy

2 TRUE means 1

© YL Academy

Values of slabs (0-10, 11-30, etc.) are re-

arranged in an ascending order, and where
each of these value are read as at least (>=)

www.yodalearning.com 20
Other real-life use cases
[Simple score grading]

% Grades % >= Grades

0 - 39 Fail 0 Fail
40 - 79 Pass 40 Pass
80 - 99 Scholar 80 Scholar
100 Hall of Fame 100 Hall of Fame

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[Debtors’ ageing]

Overdue Risk- Overdue Risk-

Days level % >=
Days level
0 - 30 L1 0 0 - 30 L1
31 - 60 L2 31 31 - 60 L2
61 - 90 L3 61 61 - 90 L3
91 - 180 L4 91 91 - 180 L4
>180 L5 181 >180 L5

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[Dates]

Effective from (WEF)

Effective time period Tax Rate (%) Tax Rate (%)
>=
01-Apr-2012 to 31-May-2015 12.36 01-Apr-2012 12.36
01-Jun-2015 to 14-Nov-2015 14.00 01-Jun-2015 14.00
15-Nov-2015 to 31-May-2016 14.50 15-Nov-2015 14.50
01-Jun-2016 to 30-Jun-2017 15.00 01-Jun-2016 15.00
01-Jul-2017 onwards 18.00 01-Jul-2017 18.00

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03 | Why 2-D Lookup?
VLOOKUP() with MATCH()
When you need to pull a value from a
cross-tab or pivoted table using two inputs

www.yodalearning.com 26
Option 1: Complex Nested IFs

© Excel Superstar

www.yodalearning.com 27
Option 2: VLOOKUP + MATCH

MATCH function assists VLOOKUP in finding the

position no. (col_index_num)

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The chemistry between VLOOKUP & MATCH…

VLOOKUP() is the senior here

Junior (header) follows

Senior (table)

MATCH() is the junior here

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Bonus: HLOOKUP (senior) with MATCH (junior)

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How VLOOKUP & MATCH look like when they are together?

© Excel Superstar

0 (zero) for
exact match.

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04 | Why reverse Lookup?
INDEX() with MATCH()
For left-side lookup, you will need INDEX()

VLOOKUP cannot look left-side.

VLOOKUP’s parameter
col_index_num cannot be -1

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Formula for INDEX() & MATCH() - simplified

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05 | Bonus: Our videos on YouTube
VLookup Function (Basic to Advanced) VLOOKUP with TRUE Arguments in Excel
https://youtu.be/zBzJ9AHeoqI https://youtu.be/MAOwdcdQbv0

Why 2D Lookup? How to Use VLOOKUP : DOs & DONTs

https://youtu.be/RkS_WWN2o5k https://youtu.be/_aplx-aiH9I

VLOOKUP vs HLOOKUP in Excel Match Function (Slab Based Data)

https://youtu.be/8KRbv_crHBc https://youtu.be/AKN05MWUEpE

MS Excel - VLOOKUP and MATCH Commission Calculation in Excel

https://youtu.be/J8fka59fak0 https://youtu.be/AJXtuKWxVME

HLOOKUP and MATCH Formula in Excel

https://youtu.be/zjj2n2iJkeE

VLookup Formula in Excel for Beginners

https://youtu.be/KPKKukzJLCE

MS Excel - Index Match (For Advanced

https://youtu.be/Oqng7NTkgU0

36