INDEX & MATCH Explained Video: INDEX & MATCH Explained | Excel Campus

11211B3
Table of Contents
1 INDEX MATCH Benefits
2 VLOOKUP Breaks
3 VLOOKUP to Left
4 MATCH Definition
5 Match Example
6 Match Column Example
7 INDEX Definition
8 INDEX Example
9 INDEX MATCH Example
10 INDEX MATCH vs VLOOKUP
11 Lookup to the Left

This Table of Contents was created in

one click with the Tab Hound Add-in
learn more
xcel Campus
Benefits of INDEX & MATCH vs VLOOKUP
Table of Contents

1 Look to the Left

Emp ID Name Region Department

10001 DeRusha, Joe East 5255-Data/Connectivity Sales
10002 De Pasquale, Richard East 5256-Sales Mgt & Support
10003 Dobbert, Susan East 5257-Auto Sales
10004 Dillard, Susan East 5258-IAP Sales
10005 Dunton, Donna West 5259-Sales Channel
10006 De Vries, John West 5262-Auto GM
10007 De Sousa, Kristi West 5263-Sales Support
10008 Defonso, Daniel West 5264-ARD Sales

2 Specify Single Column that contains Return Values.

INDEX/MATCH VLOOKUP
Emp ID Name Region Department Emp ID
10001 DeRusha, Joe East 5255-Data/Connectivity Sales 10001
10002 De Pasquale, Richard East 5256-Sales Mgt & Support 10002
10003 Dobbert, Susan East 5257-Auto Sales 10003
10004 Dillard, Susan East 5258-IAP Sales 10004
10005 Dunton, Donna West 5259-Sales Channel 10005
10006 De Vries, John West 5262-Auto GM 10006
10007 De Sousa, Kristi West 5263-Sales Support 10007
10008 Defonso, Daniel West 5264-ARD Sales 10008
VLOOKUP
Name Region Department
DeRusha, Joe East 5255-Data/Connectivity Sales
De Pasquale, Richard East 5256-Sales Mgt & Support
Dobbert, Susan East 5257-Auto Sales
Dillard, Susan East 5258-IAP Sales
Dunton, Donna West 5259-Sales Channel
De Vries, John West 5262-Auto GM
De Sousa, Kristi West 5263-Sales Support
Defonso, Daniel West 5264-ARD Sales
VLOOKUP Can Break When Inserting Columns
Table of Contents
CLASSIC FAVORITES TALL GRANDE VENTI
Caffe Latte $2.95 $3.75 $4.15
Cappuccino $2.95 $3.65 $4.15
Caramel Macchiato $3.75 $3.95 $4.25
Caffe Mocha $3.25 $3.95 $4.40
White Chocolate Mocha $3.45 $4.15 $4.55
Caffe Americano $2.00 $2.40 $2.75
Cinnamon Dolce Latte $3.95 $4.75 $5.15
Steamer $2.25 $2.50 $2.75
Drip Coffee $1.75 $1.95 $2.05

Question: What is the price of a Caffe Mocha, size Grande?

Caffe Mocha 0.00

VLOOKUP can return the wrong result
when columns are added/deleted from
the table_array.
VLOOKUP Can Not Look to the Left
Table of Contents
Lookup Value Region
Dobbert, Susan Err:502 VLOOKUP cannot return a result from a column to the
left of the lookup range

West Dunton, Donna VLOOKUP can only return result or values from a column to
the right of the range

Region Name Department

East DeRusha, Joe 5255-Data/Connectivity Sales
East De Pasquale, Richard 5256-Sales Mgt & Support
East Dobbert, Susan 5257-Auto Sales
East Dillard, Susan 5258-IAP Sales
West Dunton, Donna 5259-Sales Channel
West De Vries, John 5262-Auto GM
 sult from a column to the

ult or values from a column to

INDEX Definition
Table of Contents

INDEX
INDEX Returns
Returns aa Cell's
Cell's Value
Value
based
based on on the
the intersection
intersection of
of
the
the row
row and
and column
column number
number
of
of aa range.
range.

Full Article:
http://www.excelcampus.com/functions/index-functio
mpus.com/functions/index-function-explained/
How the INDEX Function Works
Table of Contents
CLASSIC FAVORITES TALL GRANDE VENTI
Caffe Latte $2.95 $3.75 $4.15
Cappuccino $2.95 $3.65 $4.15
Caramel Macchiato $3.75 $3.95 $4.25
Caffe Mocha $3.25 $3.95 $4.40
White Chocolate Mocha $3.45 $4.15 $4.55
Caffe Americano $2.00 $2.40 $2.75
Cinnamon Dolce Latte $3.95 $4.75 $5.15

INDEX Returns a Cell's Value based on the specified row & column numbers

Caffe Mocha Grande 3.95 <- entire column, returning value in Column 2
Caffe Mocha Grande 3.95 <- Single column example
Caffe Mocha Grande 3.95 <- 2 columns example
MATCH Definition
Table of Contents
How the MATCH Function Works
Table of Contents
CLASSIC FAVORITES TALL GRANDE VENTI
Caffe Latte $2.95 $3.75 $4.15
Cappuccino $2.95 $3.65 $4.15
Caramel Macchiato $3.75 $3.95 $4.25
Caffe Mocha $3.25 $3.95 $4.40
White Chocolate Mocha $3.45 $4.15 $4.55
Caffe Americano $2.00 $2.40 $2.75
Cinnamon Dolce Latte $3.95 $4.75 $5.15

MATCH Returns the position of a value in a given range

Caffe Mocha 4 Location of Caffe Mocha in range B4:B10 which is in Row 4

Caffe Mocha Tall Price
$3.25 4 Location of Caffe Mocha Tall Price in range C4:C10 which is in
Row 4
h is in Row 4

:C10 which is in
MATCH Returns the Column Number
Table of Contents
CLASSIC FAVORITES TALL GRANDE VENTI
Caffe Latte $2.95 $3.75 $4.15
Cappuccino $2.95 $3.65 $4.15
Caramel Macchiato $3.75 $3.95 $4.25
Caffe Mocha $3.25 $3.95 $4.40
White Chocolate Mocha $3.45 $4.15 $4.55
Caffe Americano $2.00 $2.40 $2.75
Cinnamon Dolce Latte $3.95 $4.75 $5.15

MATCH Returns the RELATIVE row or column number of the lookup value

Grande 2

MATCH can also be used to return the

column number of the lookup value in a
row. Checkout this article on how to
combine MATCH with VLOOKUP.
INDEX + MATCH Instead of VLOOKUP
Table of Contents VLOOKUP
CLASSIC FAVORITES TALL GRANDE VENTI Item Caffe Mocha
Caffe Latte $2.95 $3.75 $4.15 Tall 3.25

PRICE
Cappuccino $2.95 $3.65 $4.15
Caramel Macchiato $3.75 $3.95 $4.25
Caffe Mocha $3.25 $3.95 $4.40
White Chocolate Mocha $3.45 $4.15 $4.55

INDEX Returns a Cell's Value based on the specified row & column numbers

Caffe Mocha 4 < - Match Returns the Row Number

Caffe Mocha 3.95 <- INDEX Returns the Cells Value
Caffe Mocha 3.95 <- INDEX MATCH Formula
Caffe Mocha 3.95 <- VLOOKUP Formula
 INDEX MATCH
Select ITEM White Chocolate Mocha <- The Lookup Value
Tall 3.45 Provide the Index Match Formula to
Grande Supply Price for Grande and Venti
Venti
Lookup to the Left with INDEX/MATCH
Table of Contents
Emp ID Region Name Department Month Year Sales
10001 East DeRusha, Joe 5255-Data/Connectivity Sales Jan FY13 100,000
10002 East De Pasquale, Richard 5256-Sales Mgt & Support Jan FY13 150,000
10003 East Dobbert, Susan 5257-Auto Sales Jan FY13 200,000
10004 East Dillard, Susan 5258-IAP Sales Jan FY13 250,000
10005 West Dunton, Donna 5259-Sales Channel Jan FY13 300,000
10006 West De Vries, John 5262-Auto GM Jan FY13 350,000
10007 West De Sousa, Kristi 5263-Sales Support Jan FY13 400,000
10008 West Defonso, Daniel 5264-ARD Sales Jan FY13 450,000

Question: What is Donna Dunton's Employee ID?

Enter Name De Vries, John
Dunton, Donna 10005 Employee ID
Department
Sales
INDEX MATCH can be used to
return a value from a column to
the left of the lookup range.
Discounts
25,000
30,000
35,000
40,000
45,000
50,000
55,000
60,000

USE INDEX MATCH to Display

Enamp ID, Department, and Sales
using the Selected Name as
Lookup Value
INDEX + MATCH Instead of VLOOKUP
Table of Contents
CLASSIC FAVORITES TALL GRANDE VENTI
Caffe Latte $2.95 $3.75 $4.15
Cappuccino $2.95 $3.65 $4.15
Caramel Macchiato $3.75 $3.95 $4.25
Caffe Mocha $3.25 $3.95 $4.40
White Chocolate Mocha $3.45 $4.15 $4.55

INDEX Returns a Cell's Value based on the specified row & column numbers

Select ITEM NAME Caramel Macchiato <- first lookup value

Select CATEGORY TALL <- second lookup value
PRICE 3.75 <- INDEX MATCH with 2 Matches
Planet Diameter (km) Satellites Planet Name Mars
Mercury 4,879 0 Diameter
Venus 12,104 0 # of Satellites
Earth 12,756 1
Mars 6,792 2
Jupiter 142,984 67
Saturn 120,536 200
Uranus 51,118 27
Neptune 49,528 13
Pluto 2,306 5
Lookup Value

Use Index Match to

Display the
Corresponding Values
ID NUM Lname First name Gender Title Salary Category
1100 Jenkins David M Manager 27,000 $ 3
1101 Williams Jessica F Sales Rep 22,500 $ 2 ENTER ID NUM
1102 Smith Alex M Sales Rep 18,000 $ 1 LAST NAME
1103 Crosby Julian M Manager 27,000 $ 3 Title
1104 Albright Jackeline F Secretary 27,000 $ 3 Salary
1105 Sawyer John M Sales Rep 31,500 $ 4
1106 Thomas Martin M Secretary 22,500 $ 2 Enter Last Name
1107 Albright Benjamin M Worker 22,500 $ 2 First Name
1108 Crawford Marck M Manager 40,500 $ 4 Gender
1109 Perry Karl M Worker 37,100 $ 4 Category
1110 TimmonsAlice F Secretary 22,500 $ 2
1111 Thomas Rita F Manager 27,000 $ 3
1112 Carter Paul M Worker 20,000 $ 2 Bonus: Use the Name Box to
1113 Jenkins George M Manager 32,000 $ 4 Apply Name to a Specific Rang
1114 Williams Carol F Sales Rep 22,900 $ 2 - Use these Names in your
Formulas
 Apply Data validation to display list of ID Nums
Use index Match to Display Values using
the ID number as the lookup value

Use Last Name to Display the

Employees First Name, Gender
and Category

Bonus: Use the Name Box to

Apply Name to a Specific Range.
- Use these Names in your
Formulas
 Sales Summary per Region
Item Name Central East West
Cell Phone ₱ 6,075.00 ₱ 39,375.00 ₱ 17,100.00
Desk ₱ 875.00 ₱ 5,000.00 ₱ 375.00
Home Theater ₱ 212,000.00 ₱ 117,000.00 ₱ 32,000.00
Television ₱ 596,604.00 ₱ 155,740.00 ₱ 105,424.00
Video Games ₱ 14,215.50 ₱ 8,892.00 ₱ 25,000.00

Select Item Cell Phone Use Index Match with 2

Select Region East Lookup values (Item name
and Region) to display its
TOTAL SALES
corresponding Total Sales