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IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
An	
  Extensive	
  1	
  Day	
  (8	
  Hours)	
  workshop	
  for	
  	
  
Sales	
  &	
  Marketing	
  Team	
  on	
  the	
  “Variations”	
  of	
  VlookUP	
  
	
  
-­‐By	
  Faiyaz	
  M	
  Khairaz	
  
+91	
  9819006132	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Beyond	
  the	
  Regular	
  VLookUP	
  
—  VlookUP	
  is	
  one	
  of	
  the	
  most	
  powerful	
  functions	
  in	
  
Excel	
  	
  
—  Most	
  Frequently	
  used	
  function	
  by	
  Sales	
  /	
  Marketing	
  
Teams	
  
—  Used	
  extensively	
  to	
  create	
  Invoice’s,	
  Pending	
  
Payment’s,	
  Compare	
  Sales	
  Reports	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Basic’s	
  of	
  VlookUP	
  
—  We	
  would	
  initially	
  cover	
  the	
  Basic’s	
  of	
  VlookUP.	
  
—  Difference	
  between	
  Exact	
  &	
  Approximate	
  Matches	
  .	
  
—  Requirement’s	
  within	
  Data,	
  to	
  use	
  VlookUP.	
  
—  Limitation’s	
  of	
  VLookUP.	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Example	
  1	
  
Scope	
  Of	
  Chapter:	
  
Given,	
  Sample	
  data,	
  and	
  a	
  Form	
  .	
  The	
  User	
  has	
  to	
  Enter	
  the	
  Employee	
  Code,	
  and	
  Automatically	
  the	
  remaining	
  
details	
  need	
  to	
  appear	
  in	
  the	
  form.	
  
	
  
For	
  Example,	
  if	
  the	
  user	
  enters	
  89	
  in	
  the	
  Employee	
  Code,	
  Tejal	
  Patel	
  Should	
  appear	
  under	
  the	
  name	
  and	
  
remaining	
  details	
  should	
  appear	
  accordingly	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Example	
  2:	
  VlookUP	
  with	
  Approximate	
  Match	
  
Scope	
  Of	
  Chapter:	
  
	
  
VLookUP	
  with	
  Approximation	
  
	
  
A	
  user	
  would	
  Enter	
  the	
  Salary	
  Amount,	
  and	
  the	
  Tax	
  Amount	
  should	
  be	
  Calculated	
  Automatically.	
  
For	
  Example,	
  Salary	
  Rs	
  23550	
  should	
  attract	
  TAX	
  7.20%	
  
	
  
Here,	
  the	
  LookUP	
  Value	
  is	
  an	
  Approximate	
  Match	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Step	
  1:	
  Given	
  the	
  State,	
  we	
  need	
  to	
  find	
  the	
  Region	
  
Step	
  2:	
  After	
  Finding	
  the	
  region,	
  depending	
  on	
  the	
  
number	
  of	
  dependents,	
  we	
  need	
  to	
  search	
  the	
  TAX	
  Rate	
  
Example	
  3:	
  (Nested	
  VlookUP)	
  
Number	
  of	
  
Dependents	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Match	
  &	
  Index	
  
—  Limitation	
  of	
  VLookUP,	
  the	
  left	
  most	
  column	
  needs	
  to	
  be	
  
the	
  LookUP	
  Value.	
  
—  Suppose	
  the	
  VlookUP	
  Value	
  (The	
  Value	
  which	
  you	
  need	
  to	
  
find)	
  is	
  not	
  the	
  Left	
  Most	
  Column	
  of	
  your	
  Selection	
  –	
  
VlookUP	
  would	
  “not”	
  work.	
  
	
  
Solution,	
  Match	
  +	
  Index.	
  
We	
  take	
  multiple	
  example’s	
  where	
  the	
  Left	
  Column	
  is	
  not	
  
the	
  LookUP	
  Value	
  and	
  show	
  examples	
  for	
  Match	
  +	
  
Index	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Given	
  the	
  Social	
  Security	
  Number,	
  	
  
Find	
  the	
  Name	
  of	
  the	
  Person	
  
Example	
  4:	
  (Match	
  &	
  Index)	
  
Data	
  Table	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Question	
  
1.	
  Who	
  made	
  more	
  sales	
  -­‐	
  Jamie	
  or	
  Jackie?	
  
2.	
  What	
  is	
  the	
  sale	
  per	
  customer	
  for	
  Jagjit?	
  
3.	
  What	
  is	
  the	
  profit	
  %	
  for	
  person	
  in	
  C20?	
  
Example	
  5:	
  HLookUP	
  
(Horizontal	
  LookUP)	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Using	
  VlookUP	
  with	
  Tables	
  
—  Advantages	
  of	
  Using	
  VlookUP	
  with	
  Tables	
  
—  If	
  Table	
  (data)	
  is	
  modified	
  (An	
  extra	
  column	
  is	
  added)	
  
then	
  too	
  the	
  column	
  index	
  number	
  would	
  not	
  get	
  
modified	
  
—  Instead	
  of	
  mentioning	
  the	
  Column	
  Number	
  in	
  
vlookUP,	
  how	
  can	
  we	
  use	
  the	
  Column	
  Header	
  
Name,	
  which	
  makes	
  it	
  easy	
  for	
  us	
  to	
  remember	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Questions	
  
1.	
  Sales	
  for	
  the	
  person	
  whose	
  names	
  starts	
  with	
  Jac	
  
2.	
  Sales	
  for	
  the	
  person	
  whose	
  name	
  as	
  8	
  characters	
  
3.	
  Sales	
  for	
  the	
  person	
  whose	
  name	
  ends	
  with	
  son	
  
4.	
  Customers	
  for	
  person	
  whose	
  name	
  starts	
  with	
  ja	
  and	
  ends	
  with	
  am	
  
Questions	
  
1.	
  How	
  many	
  sales	
  for	
  the	
  person	
  whose	
  name	
  is	
  Josh	
  
2.	
  Who	
  made	
  more	
  sales	
  -­‐	
  person	
  ending	
  with	
  ph	
  or	
  starting	
  with	
  je?	
  
3.	
  What	
  is	
  the	
  netsales	
  for	
  the	
  person	
  who	
  had	
  6	
  customers?	
  
Example	
  6:	
  Wild	
  Card	
  Search	
  
Using	
  VlookUP	
  
Scope	
  of	
  Chapter:	
  
Extending	
  the	
  use	
  of	
  VlookUP	
  with	
  Wild	
  Card	
  Searches.	
  	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
CreaBng	
  Invoices	
  
Example	
  7:	
  Creating	
  Invoices	
  
Using	
  VlookUP	
  &	
  Validation	
  
Scope	
  of	
  Chapter:	
  
Having	
  Data	
  in	
  a	
  separate	
  sheet,	
  we	
  create	
  a	
  new	
  sheet	
  in	
  which	
  the	
  
user	
  selects	
  the	
  Invoice	
  Number	
  and	
  checks	
  the	
  “Payment	
  Status”	
  	
  
Invoice	
  Numbers	
  
selected	
  from	
  a	
  
Drop	
  Down	
  
Status	
  of	
  Payment	
  
Appears	
  
Accordingly	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Questions	
  
	
  
1.	
  Which	
  person	
  made	
  sales	
  =	
  1088	
  
2.	
  Who	
  made	
  maximum	
  sales?	
  
3.	
  Who	
  sold	
  to	
  minimum	
  number	
  of	
  
customers?	
  
4.	
  What	
  is	
  sale	
  per	
  customer	
  for	
  the	
  person	
  
who	
  has	
  lowest	
  profit	
  ratio?	
  
1.	
  Who	
  sold	
  second	
  highest?	
  
2.	
  What	
  is	
  the	
  Profit	
  Ratio	
  rank	
  of	
  
person	
  who	
  sold	
  second	
  highest?	
  
3.	
  What	
  is	
  difference	
  in	
  sale	
  per	
  
customer	
  between	
  the	
  highest	
  selling	
  &	
  
lowest	
  selling	
  sales	
  persons?	
  
Example	
  8:	
  Using	
  Max,	
  Min,	
  
and	
  Functions	
  with	
  VlookUP	
  
Scope	
  of	
  Chapter:	
  
For	
  example,	
  the	
  lookUP	
  value	
  would	
  not	
  be	
  a	
  static	
  value,	
  it	
  would	
  
be	
  based	
  on	
  a	
  formula,	
  for	
  example,	
  the	
  person	
  having	
  highest	
  
sales,	
  would	
  be	
  the	
  lookUP	
  value.	
  
	
  
Suppose	
  we	
  change	
  a	
  cell,	
  then	
  “automatically”	
  the	
  lookUP	
  value	
  
should	
  change.	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
What	
  we	
  
need?	
  -­‐	
  
Profit	
  %	
   	
  	
   	
  	
   	
  	
  
Salesman=	
   Lawrence	
   Region=	
   West	
  
Month=	
   Feb-­‐13	
   Product=	
   Rapidzoo	
  
What	
  we	
  
need	
  
	
  Total	
  sales	
  in	
  
Jan,Feb,Mar	
  
2013	
   	
  	
   	
  	
   	
  	
  
	
  	
  
Salesman=	
  
	
   Lawrence	
  
Region=	
  
	
   West	
  
Example	
  9:	
  VlookUP	
  using	
  
Multiple	
  LookUP	
  Values	
  
Scope	
  of	
  Chapter:	
  
Using	
  VlookUP	
  with	
  Multiple	
  Conditions	
  
For	
  Example,	
  We	
  need	
  the	
  total	
  sales	
  (Jan+Feb+March+April)	
  for	
  
salesman,	
  Lawrence	
  
&	
  
Region:	
  West	
  
	
  
We	
  select	
  “Sales	
  Man”	
  &	
  “Region”	
  from	
  List,	
  the	
  user	
  can	
  change	
  
the	
  values	
  and	
  dynamically	
  get	
  the	
  result.	
  	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Sales	
  
Person	
   Jan	
   	
  Feb	
  	
  Mar	
   	
  Apr	
  	
  May	
   	
  Jun	
  	
   Jul	
   	
  Aug	
  	
   Sep	
   	
  Oct	
  	
  Nov	
   	
  Dec	
  	
  
Joseph	
   	
  $	
  	
  	
  22	
  	
   22	
   24	
   25	
   26	
   28	
   30	
   32	
   33	
   33	
   36	
   36	
  
John	
   10	
   10	
   11	
   11	
   12	
   12	
   13	
   13	
   14	
   15	
   15	
   15	
  
Josh	
   26	
   26	
   27	
   27	
   27	
   27	
   29	
   30	
   30	
   32	
   32	
   34	
  
Jamie	
   18	
   19	
   20	
   20	
   20	
   21	
   22	
   23	
   23	
   24	
   25	
   25	
  
Jackie	
   19	
   20	
   22	
   24	
   25	
   25	
   25	
   27	
   29	
   30	
   30	
   31	
  
Johnson	
   16	
   17	
   18	
   18	
   19	
   20	
   22	
   24	
   25	
   26	
   27	
   28	
  
Jonathan	
   15	
   16	
   17	
   17	
   18	
   18	
   18	
   19	
   19	
   20	
   20	
   22	
  
Jagjit	
   10	
   11	
   11	
   11	
   12	
   13	
   13	
   14	
   14	
   14	
   15	
   15	
  
Jairam	
   21	
   21	
   21	
   23	
   24	
   24	
   25	
   26	
   27	
   29	
   30	
   32	
  
Jessy	
   25	
   26	
   27	
   28	
   29	
   29	
   29	
   30	
   31	
   34	
   37	
   40	
  
Javed	
   22	
   24	
   25	
   26	
   28	
   28	
   29	
   31	
   34	
   35	
   35	
   35	
  
Jimmy	
   23	
   24	
   24	
   24	
   25	
   26	
   27	
   28	
   30	
   33	
   35	
   37	
  
Juno	
   19	
   20	
   20	
   21	
   22	
   24	
   24	
   26	
   27	
   27	
   28	
   30	
  
Questions	
  
1.	
  Total	
  Sales	
  in	
  Months	
  Jan,	
  Feb	
  &	
  Mar	
  for	
  the	
  person	
  
Joseph	
  
2.	
  Maximum	
  sales	
  per	
  month	
  of	
  Josh	
  
3.	
  Average	
  monthly	
  sale	
  for	
  Jonathan	
  
4.What	
  is	
  the	
  total	
  commission	
  made	
  by	
  Jackie?	
  
	
  
Question	
  2:	
  Complete	
  the	
  below	
  Table	
  with	
  total	
  Quarterly	
  sales	
  
	
  	
   John	
   Josh	
   Jamie	
  
Quarter	
  1	
  (APR	
  -­‐	
  JUN)	
   	
  	
   	
  	
   	
  	
  
Quarter	
  2	
  (JUL	
  -­‐	
  SEP)	
   	
  	
   	
  	
   	
  	
  
Quarter	
  3	
  (OCT	
  -­‐	
  DEC)	
   	
  	
   	
  	
   	
  	
  
Quarter	
  4	
  (JAN	
  -­‐	
  MAR)	
   	
  	
   	
  	
   	
  	
  
Practice	
  Example	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Sales	
  
Person	
   Jan	
   	
  Feb	
  	
   Mar	
   	
  Apr	
  	
   May	
   	
  Jun	
  	
   Jul	
   	
  Aug	
  	
   Sep	
   	
  Oct	
  	
   Nov	
   	
  Dec	
  	
  
Joseph	
   	
  $	
  	
  	
  22	
  	
   22	
   24	
   25	
   26	
   28	
   30	
   32	
   33	
   33	
   36	
   36	
  
John	
   10	
   10	
   11	
   11	
   12	
   12	
   13	
   13	
   14	
   15	
   15	
   15	
  
Josh	
   26	
   26	
   27	
   27	
   27	
   27	
   29	
   30	
   30	
   32	
   32	
   34	
  
Jamie	
   18	
   19	
   20	
   20	
   20	
   21	
   22	
   23	
   23	
   24	
   25	
   25	
  
Jackie	
   19	
   20	
   22	
   24	
   25	
   25	
   25	
   27	
   29	
   30	
   30	
   31	
  
Johnson	
   16	
   17	
   18	
   18	
   19	
   20	
   22	
   24	
   25	
   26	
   27	
   28	
  
Jonathan	
   15	
   16	
   17	
   17	
   18	
   18	
   18	
   19	
   19	
   20	
   20	
   22	
  
Jagjit	
   10	
   11	
   11	
   11	
   12	
   13	
   13	
   14	
   14	
   14	
   15	
   15	
  
Jairam	
   21	
   21	
   21	
   23	
   24	
   24	
   25	
   26	
   27	
   29	
   30	
   32	
  
Jessy	
   25	
   26	
   27	
   28	
   29	
   29	
   29	
   30	
   31	
   34	
   37	
   40	
  
Javed	
   22	
   24	
   25	
   26	
   28	
   28	
   29	
   31	
   34	
   35	
   35	
   35	
  
Jimmy	
   23	
   24	
   24	
   24	
   25	
   26	
   27	
   28	
   30	
   33	
   35	
   37	
  
Juno	
   19	
   20	
   20	
   21	
   22	
   24	
   24	
   26	
   27	
   27	
   28	
   30	
  
Please	
  Select:	
  
Sales	
  Person	
   Johnson	
  
Month	
   Sep	
  
Practice	
  Example	
  
IT	
  Corporate	
  Training	
  (www.it-­‐corporate-­‐training.com)	
  
Faiyaz	
  M	
  Khairaz	
  :	
  +91	
  9819006132	
  
Actual	
  Data	
  
Sales	
  Person	
  
No.	
  
Customers	
   	
  Net	
  Sales	
  	
   	
  Profit	
  /	
  Loss	
  	
  
Joseph	
   8	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  1,592	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  563	
  	
  	
  	
  	
  
John	
   8	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  1,088	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  397	
  	
  	
  	
  	
  
Josh	
   8	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  1,680	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  753	
  	
  	
  	
  	
  
Jamie	
   9	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  2,133	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  923	
  	
  	
  	
  	
  
Joseph	
   10	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  1,610	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  579	
  	
  	
  	
  	
  
John	
   10	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  1,540	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  570	
  	
  	
  	
  	
  
Josh	
   7	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  1,316	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  428	
  	
  	
  	
  	
  
Jamie	
   7	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  1,799	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  709	
  	
  	
  	
  	
  
Joseph	
   8	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  1,624	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  621	
  	
  	
  	
  	
  
John	
   6	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  726	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  236	
  	
  	
  	
  	
  
Josh	
   9	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  2,277	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  966	
  	
  	
  	
  	
  
Jamie	
   6	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  714	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  221	
  	
  	
  	
  	
  
John	
   9	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  2,682	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  1,023	
  	
  	
  	
  	
  
Sales	
  in	
  Each	
  Occurrence	
   	
  	
   	
  	
   	
  	
  
Sales	
  Person	
   Sales	
  1	
   Sales	
  2	
   Sales	
  3	
   Sales	
  4	
  
Joseph	
   	
  	
   	
  	
   	
  	
   	
  	
  
John	
   	
  	
   	
  	
   	
  	
   	
  	
  
Jackie	
   	
  	
   	
  	
   	
  	
   	
  	
  
Example	
  10:	
  Having	
  Multiple	
  
LookUP	
  Values	
  
Scope	
  of	
  Chapter:	
  
	
  
In	
  this	
  Data,	
  Joseph	
  has	
  made	
  sales	
  multiple	
  times.	
  
	
  
Using	
  VlookUP,	
  suppose	
  we	
  want	
  the	
  2nd	
  Iterative	
  of	
  Joseph’s	
  Net	
  
Sales.	
  (using	
  VlookUP)	
  	
  
	
  

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1 Day Advance Excel Workshop (Vlookup) in Mumbai

  • 1. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   An  Extensive  1  Day  (8  Hours)  workshop  for     Sales  &  Marketing  Team  on  the  “Variations”  of  VlookUP     -­‐By  Faiyaz  M  Khairaz   +91  9819006132  
  • 2. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Beyond  the  Regular  VLookUP   —  VlookUP  is  one  of  the  most  powerful  functions  in   Excel     —  Most  Frequently  used  function  by  Sales  /  Marketing   Teams   —  Used  extensively  to  create  Invoice’s,  Pending   Payment’s,  Compare  Sales  Reports  
  • 3. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Basic’s  of  VlookUP   —  We  would  initially  cover  the  Basic’s  of  VlookUP.   —  Difference  between  Exact  &  Approximate  Matches  .   —  Requirement’s  within  Data,  to  use  VlookUP.   —  Limitation’s  of  VLookUP.  
  • 4. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Example  1   Scope  Of  Chapter:   Given,  Sample  data,  and  a  Form  .  The  User  has  to  Enter  the  Employee  Code,  and  Automatically  the  remaining   details  need  to  appear  in  the  form.     For  Example,  if  the  user  enters  89  in  the  Employee  Code,  Tejal  Patel  Should  appear  under  the  name  and   remaining  details  should  appear  accordingly  
  • 5. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Example  2:  VlookUP  with  Approximate  Match   Scope  Of  Chapter:     VLookUP  with  Approximation     A  user  would  Enter  the  Salary  Amount,  and  the  Tax  Amount  should  be  Calculated  Automatically.   For  Example,  Salary  Rs  23550  should  attract  TAX  7.20%     Here,  the  LookUP  Value  is  an  Approximate  Match  
  • 6. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Step  1:  Given  the  State,  we  need  to  find  the  Region   Step  2:  After  Finding  the  region,  depending  on  the   number  of  dependents,  we  need  to  search  the  TAX  Rate   Example  3:  (Nested  VlookUP)   Number  of   Dependents  
  • 7. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Match  &  Index   —  Limitation  of  VLookUP,  the  left  most  column  needs  to  be   the  LookUP  Value.   —  Suppose  the  VlookUP  Value  (The  Value  which  you  need  to   find)  is  not  the  Left  Most  Column  of  your  Selection  –   VlookUP  would  “not”  work.     Solution,  Match  +  Index.   We  take  multiple  example’s  where  the  Left  Column  is  not   the  LookUP  Value  and  show  examples  for  Match  +   Index  
  • 8. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Given  the  Social  Security  Number,     Find  the  Name  of  the  Person   Example  4:  (Match  &  Index)   Data  Table  
  • 9. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Question   1.  Who  made  more  sales  -­‐  Jamie  or  Jackie?   2.  What  is  the  sale  per  customer  for  Jagjit?   3.  What  is  the  profit  %  for  person  in  C20?   Example  5:  HLookUP   (Horizontal  LookUP)  
  • 10. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Using  VlookUP  with  Tables   —  Advantages  of  Using  VlookUP  with  Tables   —  If  Table  (data)  is  modified  (An  extra  column  is  added)   then  too  the  column  index  number  would  not  get   modified   —  Instead  of  mentioning  the  Column  Number  in   vlookUP,  how  can  we  use  the  Column  Header   Name,  which  makes  it  easy  for  us  to  remember  
  • 11. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Questions   1.  Sales  for  the  person  whose  names  starts  with  Jac   2.  Sales  for  the  person  whose  name  as  8  characters   3.  Sales  for  the  person  whose  name  ends  with  son   4.  Customers  for  person  whose  name  starts  with  ja  and  ends  with  am   Questions   1.  How  many  sales  for  the  person  whose  name  is  Josh   2.  Who  made  more  sales  -­‐  person  ending  with  ph  or  starting  with  je?   3.  What  is  the  netsales  for  the  person  who  had  6  customers?   Example  6:  Wild  Card  Search   Using  VlookUP   Scope  of  Chapter:   Extending  the  use  of  VlookUP  with  Wild  Card  Searches.    
  • 12. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   CreaBng  Invoices   Example  7:  Creating  Invoices   Using  VlookUP  &  Validation   Scope  of  Chapter:   Having  Data  in  a  separate  sheet,  we  create  a  new  sheet  in  which  the   user  selects  the  Invoice  Number  and  checks  the  “Payment  Status”     Invoice  Numbers   selected  from  a   Drop  Down   Status  of  Payment   Appears   Accordingly  
  • 13. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Questions     1.  Which  person  made  sales  =  1088   2.  Who  made  maximum  sales?   3.  Who  sold  to  minimum  number  of   customers?   4.  What  is  sale  per  customer  for  the  person   who  has  lowest  profit  ratio?   1.  Who  sold  second  highest?   2.  What  is  the  Profit  Ratio  rank  of   person  who  sold  second  highest?   3.  What  is  difference  in  sale  per   customer  between  the  highest  selling  &   lowest  selling  sales  persons?   Example  8:  Using  Max,  Min,   and  Functions  with  VlookUP   Scope  of  Chapter:   For  example,  the  lookUP  value  would  not  be  a  static  value,  it  would   be  based  on  a  formula,  for  example,  the  person  having  highest   sales,  would  be  the  lookUP  value.     Suppose  we  change  a  cell,  then  “automatically”  the  lookUP  value   should  change.  
  • 14. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   What  we   need?  -­‐   Profit  %               Salesman=   Lawrence   Region=   West   Month=   Feb-­‐13   Product=   Rapidzoo   What  we   need    Total  sales  in   Jan,Feb,Mar   2013                   Salesman=     Lawrence   Region=     West   Example  9:  VlookUP  using   Multiple  LookUP  Values   Scope  of  Chapter:   Using  VlookUP  with  Multiple  Conditions   For  Example,  We  need  the  total  sales  (Jan+Feb+March+April)  for   salesman,  Lawrence   &   Region:  West     We  select  “Sales  Man”  &  “Region”  from  List,  the  user  can  change   the  values  and  dynamically  get  the  result.    
  • 15. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Sales   Person   Jan    Feb    Mar    Apr    May    Jun     Jul    Aug     Sep    Oct    Nov    Dec     Joseph    $      22     22   24   25   26   28   30   32   33   33   36   36   John   10   10   11   11   12   12   13   13   14   15   15   15   Josh   26   26   27   27   27   27   29   30   30   32   32   34   Jamie   18   19   20   20   20   21   22   23   23   24   25   25   Jackie   19   20   22   24   25   25   25   27   29   30   30   31   Johnson   16   17   18   18   19   20   22   24   25   26   27   28   Jonathan   15   16   17   17   18   18   18   19   19   20   20   22   Jagjit   10   11   11   11   12   13   13   14   14   14   15   15   Jairam   21   21   21   23   24   24   25   26   27   29   30   32   Jessy   25   26   27   28   29   29   29   30   31   34   37   40   Javed   22   24   25   26   28   28   29   31   34   35   35   35   Jimmy   23   24   24   24   25   26   27   28   30   33   35   37   Juno   19   20   20   21   22   24   24   26   27   27   28   30   Questions   1.  Total  Sales  in  Months  Jan,  Feb  &  Mar  for  the  person   Joseph   2.  Maximum  sales  per  month  of  Josh   3.  Average  monthly  sale  for  Jonathan   4.What  is  the  total  commission  made  by  Jackie?     Question  2:  Complete  the  below  Table  with  total  Quarterly  sales       John   Josh   Jamie   Quarter  1  (APR  -­‐  JUN)               Quarter  2  (JUL  -­‐  SEP)               Quarter  3  (OCT  -­‐  DEC)               Quarter  4  (JAN  -­‐  MAR)               Practice  Example  
  • 16. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Sales   Person   Jan    Feb     Mar    Apr     May    Jun     Jul    Aug     Sep    Oct     Nov    Dec     Joseph    $      22     22   24   25   26   28   30   32   33   33   36   36   John   10   10   11   11   12   12   13   13   14   15   15   15   Josh   26   26   27   27   27   27   29   30   30   32   32   34   Jamie   18   19   20   20   20   21   22   23   23   24   25   25   Jackie   19   20   22   24   25   25   25   27   29   30   30   31   Johnson   16   17   18   18   19   20   22   24   25   26   27   28   Jonathan   15   16   17   17   18   18   18   19   19   20   20   22   Jagjit   10   11   11   11   12   13   13   14   14   14   15   15   Jairam   21   21   21   23   24   24   25   26   27   29   30   32   Jessy   25   26   27   28   29   29   29   30   31   34   37   40   Javed   22   24   25   26   28   28   29   31   34   35   35   35   Jimmy   23   24   24   24   25   26   27   28   30   33   35   37   Juno   19   20   20   21   22   24   24   26   27   27   28   30   Please  Select:   Sales  Person   Johnson   Month   Sep   Practice  Example  
  • 17. IT  Corporate  Training  (www.it-­‐corporate-­‐training.com)   Faiyaz  M  Khairaz  :  +91  9819006132   Actual  Data   Sales  Person   No.   Customers    Net  Sales      Profit  /  Loss     Joseph   8                            1,592                                            563           John   8                            1,088                                            397           Josh   8                            1,680                                            753           Jamie   9                            2,133                                            923           Joseph   10                            1,610                                            579           John   10                            1,540                                            570           Josh   7                            1,316                                            428           Jamie   7                            1,799                                            709           Joseph   8                            1,624                                            621           John   6                                    726                                            236           Josh   9                            2,277                                            966           Jamie   6                                    714                                            221           John   9                            2,682                                    1,023           Sales  in  Each  Occurrence               Sales  Person   Sales  1   Sales  2   Sales  3   Sales  4   Joseph                   John                   Jackie                   Example  10:  Having  Multiple   LookUP  Values   Scope  of  Chapter:     In  this  Data,  Joseph  has  made  sales  multiple  times.     Using  VlookUP,  suppose  we  want  the  2nd  Iterative  of  Joseph’s  Net   Sales.  (using  VlookUP)