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TDI EXCEL WEEK 4 ASSIGNMENT FOR BEGINNERS

Welcome to the Excel Week 4 assignment. In this assignment, you will be provided with a
dataset containing various columns such as Row ID, Order ID, Year, Subcategory, Month,
Product Category, Quantity etc.. Your task is to utilize this dataset to answer the following
questions related to Excel's LOOKUP Functions.
After which you are expected to move to part C for submission mode and part D for details of
correction classes.

PART A
RESOURCES:
LINK 1; https://youtu.be/dn6jnFS3tvg?si=TjyNzGXPyzikVxon
LINK 2: https://youtu.be/8okA22yMwTs?si=GVKt3G7gC1umpz8e
LINK 3: https://youtu.be/4c0CLUER6nw?si=dWOvKmgcGeBqRAOE

PART B
QUESTIONS:
1. Lookup Functions:
- Use the LOOKUP function to find the sales value corresponding to this order ID (CA-2013-
108987)

2. CHOOSE Function:
- Implement the CHOOSE function to display the segment of a customer based on this ID (HP-
14815).

3. VLOOKUP/HLOOKUP Function.
- Apply the VLOOKUP function to retrieve the category of a product based on this ID (CA-
2012-130736)

4. INDEX/MATCH Functions:
- Utilize the INDEX/MATCH functions to find the profit corresponding to this Customer ID
(PF-19165)
5. XLOOKUP Function:
- Use the XLOOKUP function, use the alias option to find the ship mode for a customer that
has this name as part of their name (Theresa)
6. Explain the difference between VLOOKUP and HLOOKUP functions in Excel, and provide examples of
scenarios where each would be used.

Answer

VLOOKUP (Vertical Lookup):

Searches for a value in the first column of a table and returns a value from a specified column in the
same row.

Example: Finding an employee's department by their ID in a vertically listed table.

=VLOOKUP(102, A2:C4, 3, FALSE)

HLOOKUP (Horizontal Lookup):

Searches for a value in the first row of a table and returns a value from a specified row in the same
column.

Finding sales figures for a month in a horizontally listed table.

=HLOOKUP("February", A1:D4, 3, FALSE)

Key Difference:

VLOOKUP: Data organized in columns.

HLOOKUP: Data organized in rows.

7. Discuss the advantages of using INDEX/MATCH functions over VLOOKUP in Excel for data lookup
tasks, citing specific examples.
Answer

a. Flexibility in Data Layout:


INDEX/MATCH can look up values in any column, not just the first column. This allows
greater flexibility in table design.

Example: Suppose you need to find an employee's department based on their name, but
the name is in the second column.

b. Better Performance:
INDEX/MATCH can be more efficient with large datasets. VLOOKUP needs to process the
entire table, whereas INDEX/MATCH can narrow down the search more efficiently.

Example: In a large dataset with thousands of rows, INDEX/MATCH can reduce


calculation time by focusing only on the necessary parts of the table.
c. Returning Values to the Left:
INDEX/MATCH can return values from columns to the left of the lookup column, which
VLOOKUP cannot do.

Example: You have a table with employee names in the first column and their IDs in the
second. You want to use id to identify name

d. Handling Insertions and Deletions:


INDEX/MATCH formulas are less likely to break when columns are inserted or deleted
because they reference ranges rather than fixed column numbers.

Example: If you insert a column in your data table, the INDEX/MATCH formula will still
work correctly, while VLOOKUP might need to be adjusted.

8. Describe the purpose of the CHOOSE function in Excel and provide an example of how it can be used
effectively in data analysis.

Answer
The CHOOSE function in Excel is used to select a value or action from a list of values based on an
index number. It is particularly useful when you need to select one out of a set of values based on a
position or index, which is determined by another calculation or input.

An example is selecting the segment of a customer based on their customer ID:

=CHOOSE(MATCH(V5,G2:G16,0),I2, I3, I4, I5, I6, I7, I8, I9, I10, I11, I12, I13, I14, I15,I16)

In this scenario the match function is used to get the index of the customer ID contained in V5 from the
customer ID column G. This index is used to retrieve the segment of the customer contained in column I

9. Explain the significance of using the XLOOKUP function in Excel compared to traditional lookup
functions like VLOOKUP and INDEX/MATCH, highlighting its key features and benefits.

Answer

- Versatility: Can replace both VLOOKUP and HLOOKUP with a single function.
- Ease of Use: Simplifies lookup operations with fewer arguments and more intuitive syntax.
- Error Handling: Provides a straightforward way to handle missing values.
- Performance: More efficient for large datasets due to improved algorithmic implementation.
- Readability: Enhances the readability and maintainability of Excel formulas by consolidating
lookup operations into a single function.

PART C
SUBMISSION MODE
You are expected to submit your assignment a week after it was given, with this, Submission
starts from Friday by 7am Nigerian time to Saturday by 3pm Nigerian time.
This submission will be done either on Twitter or LinkedIn, you can choose either of the two to
submit your assignment or you can submit on both platforms. You would take a screenshot of
your work Answers, you can add a write up if you want.
For twitter Submission, you would tag:
1. The TDI Official page @TDataInitiative
2. Annie @ DabereNnamani
3. The project coordinator @The_Jonathaan
4. Tag @msexcel
5. Use the #TDI
For LinkedIn Submission, you would tag:
1. TDI page @TheData Initiative
2. Annie @ Anne Nnamani

PART D
CORRECTION CLASS
Correction Classes, holds every Saturday, 4pm-6pm Nigerian time.
Venue: The TDI official Discord page or a google meet link will be sent.

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