using vlookup in excel

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Post on 01-Dec-2014

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  • 1.
  • 2.
    • VLOOKUP is an Excel function that can pull data from one worksheet to another, based on a primary key.
    • Ex: given a spreadsheet of usage data and a spreadsheet of pricing data, prices can be pulled into the usage spreadsheet using the ISSN for each item.
  • 3.
    • Source spreadsheet: the spreadsheet from which you will pull data. (in our example, the pricing data)
    • Destination spreadsheet: the spreadsheet into which you are adding data. (the usage data)
    • Primary key: the column that uniquely identifies each row and is present in both spreadsheets. (the ISSN)
    • Source table: the subset of the spreadsheet that contains both the primary key column and all columns from which you are pulling information.
  • 4.
    • Decide what column you are going to use for your primary key.
      • A value that is included in both spreadsheets
      • Unique for each row
      • ISSNs or other numeric identifiers are good
      • Titles or other long strings that can vary slightly are not as good, because it can be hard to match them exactly.
  • 5.
    • Identify your source table
      • A selection of your source spreadsheet
      • Contains all the information you want to pull into the destination spreadsheet
      • Also contains primary key column
      • It might be the entire source spreadsheet, or it might just be a few columns.
  • 6.
    • Make sure that your primary key column is the left-most column of your source table.
      • This might involve moving some columns around.
    Source Table Primary Key Column
  • 7.
    • Copy the column titles for your source table from the source spreadsheet to the destination spreadsheet.
  • 8.
    • Click on the first cell of the first column in your destination spreadsheet where you would like to insert data from your source spreadsheet.
  • 9.
    • From the Formulas tab, under Lookup & Reference, choose VLOOKUP
  • 10.
    • The Function Arguments window opens.
    • Click on the first input box (lookup_value), then click the box in your DESTINATION sheet that contains the PRIMARY KEY for that row.
    Primary Key
  • 11.
    • Click in the Table_array box, then switch to the source worksheet and select the entire source table.
    • You can now hand-edit the selection further if you need to in the box.
  • 12.
    • In the col_index_num box, put the column number that you want to pull data from in the source spreadsheet, not the letter.
    • For example, if you want data from Column D, and your Primary Key (first column of your source table) is in Column B, youll put in 3. (column B is 1, C is 2, D is 3).
  • 13.
    • For Range_lookup, enter FALSE to indicate that only exact matches for the primary key should be returned. Click OK.
  • 14.
    • Once the formula is entered once, you can use fill down to finish the column, but first you need to fix some variables.
    • Put a $ before the column (letter) label indicating lookup value.
    • Put a $ before the column (letter) AND row (number) labels indicating source table
  • 15.
    • You can now use fill-down to pull in values for the rest of the column
    • To use the formula for other columns, copy and paste the first row, changing only the col_index_num variable, then fill-down as necessary.