The Complete Guide to Index & Match

Index & Lucifer for Flexible Lookups

Contents

The Basics of INDEX & MATCH

Excel experts mostly substitute VLOOKUP with Index and MATCH.

Here'southward why:

Dissimilar VLOOKUP, which searches but to the correct, INDEX and MATCH tin can look in both directions – left and right.

INDEX & MATCH canperform two-way lookups by both looking along the rows and forth the columns to find the intersection within a matrix.

INDEX & Friction match isless prone to errors.

Presume you accept a VLOOKUP where the terminal value you desire returned is in column N.

Your lookup value is in column A.

You lot need to highlight the unabridged A to North range and then provide your index number as 14.

If you happen to delete whatever of the in-between columns, you lot would have to update that index number.

Yous don't need to worry almost this when you use INDEX & Match.

All in all, Alphabetize and Lucifer is more flexible than VLOOKUP.

What it is

INDEX and MATCH are "nested" functions – two functions used together.

The start argument of Index is to give information technology an array. This array (range) should include your answer. You then need to specify how many rows to go down and how many columns to motility to detect the correct value. You lot cannot motility outside the INDEX range.

The syntax of INDEX is:

index and match, excel, dashboards

  • The range where the return value resides.
  • Number of rows to move down (the row index)
  • Number of columns to move to the right (the column Index). This argument is optional. If y'all just take ane column, you can leave the column statement empty, otherwise, you lot need to specify the number of columns to move over, in the range.

Here is an case of INDEX without Lucifer:

index and match, excel, dashboards

As shown above, Alphabetize alone is not useful for identifying the number of rows or columns to move. This is where MATCH comes into play. It helps the Alphabetize office to locate the answer.

The MATCH function was designed to return the position or address of the lookup value to the INDEX function. This is what differentiates MATCH with other functions. Information technology does not return the VALUE in the cell only returns the POSITION of the cell inside a specified range.

The Lucifer function'due south syntax is as follows:

index and match, excel, dashboards

  • Like VLOOKUP, Match needs a lookup (target) value. The user tin reference a cell or direct blazon the value into the formula.
  • Lookup_array: The "list" (range) where the return values are located.
  • Match_type: 0 for an "exact"

In the beneath example, the Lucifer role returns the value of 4. 200 is four rows downwards from the specified range.

The important point to note on the Match function is that information technology's a one-style street – you lot can only have 1 row or one cavalcade selected.

Tip:  If your MATCH contains multiple criteria then you lot need to turn the multiple criteria into a one-way street. You can exercise this by wrapping the Lucifer office inside another INDEX or past converting your formula to an array – CSE – function. To watch this in activity, refer to the INDEX & MATCH Lecture in my Advanced Excel Training XelPlus.com/AdvancedExcelCourse

index and match, excel, dashboards

Putting it together

When Alphabetize and Lucifer are used together, the MATCH function finds the look up value'due south row / column index and then hands this value off to the Index function to get the lookup value. The example below shows how these work in tandem.

index and match, excel, dashboards

This formula can exist further manipulated to observe the entity with the highest sales. To do this, simply nest theMAX() function inside theMatchrole to find the location of the highest number.

index and match, excel, dashboards

The VLOOKUP function has to include all the columns in your range even if in-between columns aren't needed. Alphabetize and Lucifer only requires the render value column which tin can significantly reduce processing time in larger worksheets.

The piece of cake way to remember the syntax of the Alphabetize and Friction match is

=Alphabetize (The range location of my answer, Lucifer(The value I'm looking for, The look-up range to observe the Value, 0))

Matrix Lookup

Employ Alphabetize MATCH & a second MATCH in cases where you need to look up a value in a matrix. MATCH is used twice: once for the rows and once for the columns. In this case, the render range in the Alphabetize part involves multiple columns and the MATCH part instructs the formula to move down a sure number of rows and move over a number of columns across the sail to retrieve the desired value.

Instead of just selecting a unmarried row or column you demand to index the entire table with multiple rows and columns as your array since your value is somewhere inside this matrix.

index and match, excel, dashboards

The syntax of the Index MATCH MATCH function is:

=Alphabetize(The full range where your respond can be found in, MATCH(The value I'1000 looking for in the rows, The range I need to find the Value, 0), MATCH(The value I'g looking for in the columns, The range I need to find the Value, 0))

Building on the INDEX and MATCH Office

By nesting INDEX and MATCH in other formulas you lot tin can create more circuitous, dynamic calculations. The example below, shows how you can nest Alphabetize and MATCH in the SUMIFS part.  This way you can show the SUM of either the sales column or the volume column depending on whether you select "Book" or "Sales" in G4.  The summing value criteria it uses are West_01 in column A, 2014 in B and Jan in C. Once you change the value in G4 from "Book" to "Sales", the results are inverse to SUM the values from the sales column. This tin exist used in dynamic dashboard reports.

index and match, excel, dashboards

Video and Workbook

Index & Match is one of my favourite functions considering it can exist used in many complex situations.A complete understanding of this office is what separates the gurus from the but capable.

Feel free to Download the Workbook HERE.

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Use these techniques in your own reports

Unbeatable value!