intro to vlookup(): a brief explanationmcurran/text-tutorials/excel-2010-vlookup.pdfvlookup is a...
TRANSCRIPT
Maureen Curran
Technology & Learning
Student Choice Assignment
3/13/2011
Microsoft Excel 2010: VLOOKUP()
Intro to VLOOKUP(): A Brief Explanation
Microsoft Excel 2010 can be used to store a vast amount of data. Sorting through this data cell by cell
can become quite time consuming with large spreadsheets. Luckily, Excel provides several functions to
quickly manipulate and locate data. We just need to tell the program what we want to accomplish via a
function. One of the functions available to help us retrieve relational data, data from one table that
corresponds to user input or data from another table, is VLOOKUP.
VLOOKUP is a function that allows us to search for a referenced value in a corresponding table of data
and return a specific piece of information from the specified range based on the match. By passing data
to Excel through the VLOOKUP function, we tell Excel WHAT to look for, WHERE to look for it, and
WHICH piece of corresponding data to return to us. This can come in quite handy when searching for
unique transactions in a sales data spreadsheet, looking up product costs based on product numbers, or
for quickly assigning letter grades to the points earned by a student.
The VLOOKUP Function has four arguments, or pieces of information we must provide the function:
*Arguments in bold are required for the function to work.
Lookup_value is the specific data (either a numeric value, string value or cell reference) we want to find
in the first column of the range we will specify in the table_array argument. This is how we tell Excel
WHAT we want to look for.
Table_array is the multicolumn range, or named range, or data table to be searched. With this
argument, we tell Excel WHERE to look for the information we provided in the lookup_value argument.
Excel will search for the lookup_value in the leftmost column of the range we specify, so do not select
columns further left than those you want to search in.
Col_index_num refers to the number of the column in the table_array argument from which we want
data returned. The first column would be “1”, the second “2” and so on. This argument identifies
WHICH information we want Excel to return to us.
Range_lookup is a Boolean (TRUE or FALSE) argument indicating whether we are
looking for an approximate (TRUE) or exact (FALSE) match. This is not a required
argument because, by default, if omitted from the function, this value is set to
TRUE. Which means if Excel cannot locate an exact match, the function will
return the largest value that is less than the lookup_value. For instance, if we
were looking for “92” in the Grading Scale Table shown on the right, Excel would
return the value in the column we specified which corresponded to “90”, which
is the largest value less than the one we requested.
*For this to work correctly, the search table must be sorted in ascending order
based on the leftmost column in the named range.
Using VLOOKUP(): A Grade Assignment Tutorial
Download the tutorial file from this link (http://www.personal.kent.edu/~mcurran/Grades.xlsx) and
press “Save” on the dialog box that opens. Then press the “Open” button on the dialog box that opens
when the file finishes downloading.
You should see a spreadsheet containing the following information:
We need to assign a letter grade (A, A-, B+, B, B-, C+, C, C-, etc.) to each student based on the total
points they’ve earned for the course. We could go through each line individually and lookup Points
Earned in the Grading Scale and manually enter the result in the corresponding Grade cell. But for the
purposes of this tutorial (and making our lives easier) we will write a function to do the first one for us
and then copy that same function to calculate the rest of the records for us. Let’s begin:
1. Click the Formulas tab on the
ribbon to select it. Then place
your cursor into Cell D3 (that’s
the cell located in the D column,
3rd row down) by clicking on the
cell. The column letter and row
number should be highlighted
for the active cell. You should
see the different groups of
functions displayed as books in
the ribbon and your active cell
is now outlined with a small
black box in the lower right
hand corner
2. Click Lookup & Reference (the blue book with the magnifying glass shown on the Formulas
ribbon) and choose VLOOKUP from the drop down list. This will bring up the Function
Arguments input box:
3. Place your cursor in the Lookup_value box and click cell C3 in the spreadsheet.
4. Press the <TAB> key to move your cursor down to the Table-array textbox. In the spreadsheet,
select the entire Grading Scale table by placing your cursor on cell F2 (Points Earned) and while
holding down the left mouse key, drag your cursor to cell G2 and then all the way down to cell
G13 and release. The value in the Table_array textbox should now be “F2:G13.
5. Since we want to copy this formula to multiple cells when we are done, and we want to use the
same table_array to lookup each of our other values, we need to make this an absolute
reference. That means that while Excel will automatically update our formula to reference the
correct cells when we copy it, we never want to change this particular value. To make it an
absolute reference, we need to add a “$” before each column and row number. Place your
cursor back in the Table_array
textbox & modify the range as shown:
6. <TAB> to the Col_index_num textbox and enter 2. This specifies that we want to return the
value in the second column (Letter Grade) of the range we selected (Grading Scale) for the
Points Earned value that is the largest value less than the one we specified in our lookup_value
cell reference (C3).
7. Your Function Arguments box should now look like this:
8. Click “OK” to complete the calculation. Cell D3 should now have a value of “A-“.
9. To complete the task, we need to copy the
formula to the rest of our spreadsheet.
Select cell D3 by clicking on it. Then place
your cursor on the black box that appears in
the lower right hand corner of the active
cell when it is highlighted. Your cursor
should change to a small black crosshair.
When the crosshair appears, press down on
your left mouse key, hold it and drag all the
way to down to cell D22, then release.
Excel has copied the formula to the
remaining cells, automatically updating the
lookup_value for each record, but leaving
the table_array value the same because we
changed it from a relative reference to an
absolute reference. You will now see the
correct Grades populated for the remaining
students. You may save your work by
clicking the small blue floppy disk in the
upper left hand corner of the Excel window.
References
Frye, Curtis D. Microsoft Excel 2010. Redmond, WA: Microsoft, 2010. Print