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USING VLOOKUP FUNCTION

PURPOSE

VLOOKUP is an Excel
function that can pull data from
one worksheet to another, based
on a primary key.

Ex: given a spreadsheet of usage
data and a spreadsheet of pricing
data, prices can be pulled into
the usage spreadsheet using the
ISSN for each item.

Definitions

Source
spreadsheet

the spreadsheet from which
you will pull data (in our
example, the pricing data)

Destination
spreadsheet

the spreadsheet into
which you are adding
data (the usage data)

Primary key

the column that uniquely
identifies each row and is
present in both
spreadsheets (the ISSN)

Source table

the subset of the spreadsheet
that contains both the primary
key column and all columns
from which you are pulling
information

KEY POINTS
TO REMEMBER

Decide what column you
are going to use for your
primary key

Identify your
source table
Make sure that your primary
key column is the left-most
column of your source table.
This might involve moving
some columns around
 Source TablePrimary Key Column

Copy the column titles for
your source table from the
source spreadsheet to the
destination spreadsheet.

Using
VLOOKUP

Click on the first cell of the
first column in your
destination spreadsheet where
you would like to insert data
from your source spreadsheet.


From the Formulas tab, under
Lookup & Reference, choose
VLOOKUP


The Function Arguments
window opens.
Click on the first input box
(lookup_value), then click the
box in your DESTINATION
sheet that contains the
PRIMARY KEY for that row.

Primary
Key

Click in the Table_array box,
then switch to the source
worksheet and select the entire
source table.
You can now hand-edit the
selection further if you need to in
the box.

In the col_index_num box, put the
column number that you want to
pull data from in the source
spreadsheet, not the letter.
For example, if you want data from
Column D, and your Primary Key
(first column of your source table) is
in Column B, you’ll put in 3.
(column B is 1, C is 2, D is 3).
For Range_lookup, enter
“FALSE”to indicate that only
exact matches for the primary
key should be returned. Click
OK.

Once the formula is entered once, you can
use fill down to finish the column, but first
you need to fix some variables.
Put a $ before the column (letter) label
indicating lookup value.
Put a $ before the column (letter) AND
row (number) labels indicating source table

You can now use fill-down to pull in values
for the rest of the column
To use the formula for other columns, copy
and paste the first row, changing only the
col_index_num variable, then fill-down as
necessary.

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USING VLOOKUP FUNCTION