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Week 3

Automatic Lookups

Introduction to Lookups: CHOOSE

  • CHOOSE - retrieve a value from a list based on a given numeric value
  • do alookup from a very finite list
  • =CHOOSE([@[Loc Code]],$K$6,$K$7,$K$8,$K$9,$K$10)

  • CHOOSE 1st argument -> index number
  • The values in the CHOOSE function need to be listed individually, separated by a comma. This can take a long time to set up when you have lots of values.

Approximate Matches: Range VLOOKUP

  • press F4 to make them absolute
  • =VLOOKUP(D4,$G$4:$H$7,2)
  • The lookup data set that the table_array points to should be listed from smallest to largest, the range should be referred to with absolute references, and headings should not be included.

Exact Matches: Exact Match VLOOKUP

  • exact matches - false
  • =VLOOKUP([@Item],'International Price List'!A5:$E$1254,3,FALSE)

  • VLOOKUP with Table (more automation)
  • =VLOOKUP([@Item],parts,3,FALSE) or =VLOOKUP([@Item],parts,3,0)

  • Q: When is it appropriate to use an exact match VLOOKUP?
    • A: When you are dealing with a lookup value with a unique identifier, such as bank account numbers, and you want to match to a vertical table.

Finding a Position: MATCH

  • MATCH - miniature of VLOOKUP (don't need to worry about horizontal or vertical)
  • dragging will get relative references
  • =VLOOKUP([@Item],parts,E$4,FALSE)

  • paste formulas

Dynamic Lookups: INDEX, MATCH

  • =INDEX(Discounts,3,2)

  • INDEX with MATCH function (automation)
  • =INDEX(Discounts,MATCH(C11,Discount_Categories,0),MATCH(D11,Customer_Categories,0))

![]screenshot/index-with-match.gif)

  • Discount Category (A, B, C, D) with Customer Category (Bronze, Silver...)

  • =MATCH(I3,Customer_Categories,0)

  • =INDEX(Discounts,MATCH([@Category],Discount_Categories,0),$I$4)

  • MATCH function - returns the position of a lookup value in the lookup array

  • INDEX function - returns the value

  • The INDEX MATCH can do horizontal and vertical lookups at the same time.

  • MATCH is used to define the second and/or third argument, i.e., the row or column parameter, of the INDEX function. By using MATCH instead of defining this manually, the function becomes a lot more versatile and automated.