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XLOOKUP XMATCH Slides

The document discusses the new Excel functions XLOOKUP and XMATCH, which aim to improve upon traditional lookup functions like VLOOKUP and INDEX/MATCH. XLOOKUP offers enhanced capabilities such as searching in any direction, specifying lookup and return arrays, and handling errors more effectively. The tutorial also includes examples and exercises to demonstrate the advantages of using XLOOKUP over older functions, particularly in terms of ease of use and flexibility.

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7 views10 pages

XLOOKUP XMATCH Slides

The document discusses the new Excel functions XLOOKUP and XMATCH, which aim to improve upon traditional lookup functions like VLOOKUP and INDEX/MATCH. XLOOKUP offers enhanced capabilities such as searching in any direction, specifying lookup and return arrays, and handling errors more effectively. The tutorial also includes examples and exercises to demonstrate the advantages of using XLOOKUP over older functions, particularly in terms of ease of use and flexibility.

Uploaded by

farazfaraz313666
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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XLOOKUP and XMATCH in

Excel: The New Functions


(Bonus Lesson)
The VLOOKUP and INDEX/MATCH Killer?
XLOOKUP and XMATCH: Revolutionary?
This tutorial covers XLOOKUP (and a bit
on XMATCH), which are only available in
the 365 version of Excel as of 2020 (they
may come to other versions).

XLOOKUP is intended to improve upon


LOOKUP, HLOOKUP, VLOOKUP, and
INDEX/MATCH… but does it?
Lesson Outline
• Point #1: How XLOOKUP and XMATCH work in simple examples

• Point #2: How to rewrite VLOOKUP formulas using XLOOKUP

• Point #3: Exercise where you’ll rewrite a VLOOKUP formula

• Point #4: XLOOKUP vs. the INDEX/MATCH/MATCH combo

• Point #5: More advanced uses for XLOOKUP


XLOOKUP: The Short Answer
• XLOOKUP is a clear improvement over VLOOKUP and HLOOKUP,
and it’s more powerful and easier to use than those

• Why: Lets you specify a “lookup array” and a “return array” and
search in any direction without specifying a column or row
number… and it lets you change many options

• Older LOOKUP Function: XLOOKUP improves upon this with all


the new match/search options and defaulting to an Exact Match

• XMATCH: Less of a big deal; it’s similar to MATCH, but it adds the
additional options for different match modes and search types
The Problem(s) with VLOOKUP
• PROBLEM #1: Can only move from left to right in a table of data,
and the item you’re looking up must be in the leftmost column

• PROBLEM #2: Need to specify a column number for the results


you want VLOOKUP to return (what if the data changes?)

• PROBLEM #3: No built-in support for errors or different “search


modes” (e.g., first-to-last and last-to-first)

• PROBLEM #4: Slow function (possibly “volatile”) that references


more data than is required to find something
VLOOKUP vs. XLOOKUP for Finding Data
• Example: Formula for the Discounted Price after the Group
Discount the school receives:

• =H3 * (1 – VLOOKUP(E3, Schools!$C$3:$E$17, 3, FALSE))

• =H3 * (1 – VLOOKUP(E3, Schools!$C$3:$E$17,


COLUMNS(Schools!$C$2:$E$17), FALSE))

• =H3 * (1 – XLOOKUP(E3, Schools!$C$3:$C$17, Schools!$E$3:$E$17, 0, 0))

• Results: Easier/faster to write, handles the case where there’s


no match, and no column number is necessary
VLOOKUP vs. XLOOKUP for Finding Data
• Your Exercise: Rewrite the “Commissions Owed” formula, which
also uses VLOOKUP currently:

• = I3 * VLOOKUP(E3, Schools!$C$3:$E$17,
COLUMNS(Schools!$C$3:$D$17),FALSE)

• =I3 * XLOOKUP(E3, Schools!$C$3:$C$17, Schools!$D$3:$D$17, 0, 0)

• Results: Similar – faster and shorter to write, easier to understand,


and it returns “0” instead of an error if there’s no match
XLOOKUP vs. INDEX/MATCH/MATCH
• The INDEX/MATCH/MATCH combo is most useful when you
perform a 2-way lookup by row number and column number

• Common Example: Formula to output any parameter for a


school/organization based on its Promo Code:

• =IFERROR(INDEX($B$2:$E$17, MATCH(C20, $C$2:$C$17, 0),


MATCH(B21, $B$2:$E$2, 0)), “N/A”)

• =XLOOKUP(B21, $B$2:$E$2, XLOOKUP(C20, $C$2:$C$17, $B$2:$E$17,


"N/A"), “N/A”)
More Advanced Uses for XLOOKUP
• Also: XLOOKUP can return entire ranges

• Example: List the sales dollar amounts for the first orders from
California Institute of Science, Banting University, and The Goblin
Reservation

• =XLOOKUP(Schools!C3:C5, Sales!E3:E101, Sales!H3:H101, "N/A", 0)

• And: XLOOKUP also lets you search by multiple criteria, such as the
Promo Code and the Product Name here:

• =XLOOKUP(L3&M3, E3:E101&G3:G101, F3:F101, "N/A", 0, 1)


Recap and Summary
• XLOOKUP: Improved version of LOOKUP/HLOOKUP/VLOOKUP that
is more powerful and faster to write

• INDEX/MATCH/MATCH: Some improvements over this combo


(the “not found” condition), but not quite as big a change

• Options: The “not found” condition, the match and search modes,
return entire ranges, and search by multiple criteria

• But: If someone is not using the 365 version, they won’t be able
to use this function at all, so don’t expect huge uptake

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