# vlookup in a pivot table with multiple criteria

A sample of the export is shown below: From this exported data, we would like to retrieve selected amounts based on the class and account columns. It’s just that I save them for special occasions when all other options are of no help. Hello, many thanks for your very useful tips, however I didn’t found any answer related to the following issue. Hi Sumit! Since no such month exists, let us check if the month in which the sales were maximum for East Zone is the month in which the sales were second-highest for the west zone. Now, when you use the VLOOKUP function, it simply looks for the value in the first column (of this virtual 2 column data) and returns the corresponding score. Tip 9 – Goal Seek I cover details on the difference in these two functions here: https://trumpexcel.com/vlookup-vs-index-match-debate-ends/, You can learn more about INDEX function here: https://trumpexcel.com/excel-index-function/, is there any shortcut for inserting rows after specific lines, i want to insert new row after every ten lines. Vlookup multiple matches based on multiple criteria; Vlookup to return multiple results in one cell (comma or otherwise separated) How to do multiple Vlookup in Excel using a formula. Thanks for commenting Wong.. The VLOOKUP (Vertical Look Up) function searches in the data table and based on search query criteria, returns the corresponding value from the specific column. The lookup for this is from the tenants table. DAX can also retrieve a table of records that are related to the current record. Now, simply drag it to the rest of the cells. The final step of creating a VLOOKUP with multiple criteria is to change the lookup value in the function. Popular Articles: 17 Things About Excel VLOOKUP. Sep 7, 2020 - Explore Kim Kavanagh Delaney's board "Vlookup excel", followed by 138 people on Pinterest. For example, the lookup value for the VLOOKUP function in G2 is Matt|Unit Test. The Pivot Table automatically gets the data from a table (rows added to an officially designated Excel Table are automatically included in revised reports. The VLOOKUP Function in Excel. If 1 is selected from a dropdown list, the values against 1 to be populated in to another dropdown list. Vlookup and return matched values in multiple columns Normally, applying the Vlookup function can only return the matched value from one column. I am looking for information on selection of multiple values into a dropdown list based on the selection from another dropdown list. Sometimes while working with data when we match the data to the reference Vlookup if finds the value first it displays the result and does not look for the next value, but what if the user wants the second result, this is another criteria, to use Vlookup with multiple criteria we need to use other functions with it such as choose function. To set up a multiple criteria VLOOKUP, follow these 3 steps: Add a helper column and concatenate (join) values from columns you want to use for your criteria. Excel VLOOKUP function, in its basic form, can look for one lookup value and return the corresponding value from the specified row. The lookup value should be a concatenation of the two criteria you want to include in the VLOOKUP. From there we drag and drop the desired measurement criteria onto the chart and Excel automatically generates the results based on the source worksheet. IF, ISNA and VLOOKUP function. To allow MATCH to search for multiple criteria, we are going to change the way it looks for its result by making it an array formula.An array formula takes an array of values instead of a single one and checks each cell in the array until it finds a result. In this case, lookup with several conditions is the only solution. To check this, first, you need to make an additional column containing the sales for the east and west zone. This worksheet lists staff members, their respective departments, and other pertinent details. Watch Video – How to Use VLOOKUP Function with Multiple Criteria. After generating a Pivot Table, you can retrieve specific data from the Pivot Table using the VLOOKUP and GETPIVOTDATA functions. If you have more than 2 table arrays, you can use nested IFs in excel to choose from a number of tables. Your tip here looks easier. It will return the corresponding month. I have pasted it and tried to sort assenting order. Create an INDEX Function in Excel. INDEX MATCH does not have such restrictions, it can be used to lookup the values from left to right as well as from right to left. One is Vlookup and the other is PivotTables. I mentioned the same in the article too. Just like we have done in above example. Suppose you have the sales data for two different products for 12 months, as shown below. Just like we have done in above example. To do this, you can use the VLOOKUP and Match Formula in excel: = VLOOKUP( F4, A3:C14, MATCH( F5, A2:C2, 0 ), 0). For your data table setup and the resulting layout, Pivot Table should be the ideal solution. The lookup value of the VLOOKUP should be: G2&H2. COUNTIF in Excel 2016 Lookup-value – Cell H17 (NEWPORT) value to look for in the first column of the pivot table Table – Pivot Table cells range reference B3:H14 as a table from which to retrieve a value. It’s an array where a comma represents next cell in the same row and semicolon represents that the following data is in the next column. It is important to note here that there can be more than one month also in which the sales were maximum for the east and west zone, but the Excel VLOOKUP Formula will return one of those months only. So a better approach may be to use the built-in Pivot Table lookup function called GETPIVOTDATA. I was able to get the solutions after burning some brain cells by applying pivot table. And if you are looking to fetch only a couple of values (let’s say in a dashboard), then VLOOKUP (or Index/Match, Sumproduct) could be the way to go. IF, ISNA and VLOOKUP function. I am not against array formulas. An advanced Excel user would need to have advanced formula skills. . Is there any other way you know to do this? So VLOOKUP is commonly used to consolidate data ready for a Pivot Table, but can it be used to return values from a Pivot Table. Is there a way to use this if the info you need is to the left of the info you have? The VLOOKUP Function in Excel. Using INDEX and MATCH to VLOOKUP with Two Criteria To allow MATCH to search for multiple criteria, we are going to change the way it looks for its result by making it an array formula.An array formula takes an array of values instead of a single one and checks each cell in the array until it finds a result. If there isn’t an exchange rate to that day, it should return the immediately previous date’s exchange rate. To search for “Dhruv” from the “Sales” Department, first, make a separate column containing “Name”&” Department” of all the employees. Then drag it to the rest of the cells. Set up VLOOKUP to refer to a table that includes the helper column. =VLOOKUP(Step 2: Input the required values in the formula. In the example shown, the formula in H8 is: = SUMIFS(Table1 [ Price ], Table1 [ Item ], H5, Table1 [ Size ], H6, Table1 [ Color ], H7) Download VLOOKUP Advanced Sample file. DAX functions only take a … COUNTIFS Two Criteria Match. I hope you found this formula tip useful and it will help you in your work. But if you use a separator, then even the combination would be different (D2 and D3). I had ran a macro to insert a column and concatenate the info to the column A. We want to retrieve the amounts and place them into our little rep… Considering the same data set as used above, here is the formula that will give you the result: =VLOOKUP($E3&”|”&F$2,CHOOSE({1,2},$A$2:$A$19&”|”&$B$2:$B$19,$C$2:$C$19),2,0). When you use any of these functions, you are basically trying to find your lookup-value on another location in the Pivot Table and retrieve specific information related to that value. CFA Institute Does Not Endorse, Promote, Or Warrant The Accuracy Or Quality Of WallStreetMojo. Is there any specific way to do this … Sheet1 contains […] in many cases, you are stuck with the data that you have and pivot table may not be an option. Yes. Pivot Table works really well and are easy to use, but need to the data to be structured in a required format. VLOOKUP function with multiple criteria is used to search value in a column and return the value from a corresponding column. The difference is that instead of putting the helper column in the worksheet, consider it as virtual helper data that is a part of the formula. 1. IFERROR((VLOOKUP(..)), “NO”) : If the output from the VLOOKUP function is an error, it will return “NO” else. First vlookup is working as expected but need help with 2nd vlookup which is highlighed in red. CFA® And Chartered Financial Analyst® Are Registered Trademarks Owned By CFA Institute.Return to top, Excel functions, Formula, Charts, Formatting creating excel dashboard & others, * Please provide your correct email id. VLOOKUP to pull data from a Pivot Table. Now this lookup value is used to get the score from C2:D19. It makes it easy to understand what’s going on in the worksheet. Use IFERROR with VLOOKUP to Get Rid of #N/A Errors, https://trumpexcel.com/vlookup-vs-index-match-debate-ends/, https://trumpexcel.com/excel-index-function/. Pivot table; VBA. Now there are two ways you can get the lookup value using VLOOKUP with multiple criteria. You would either need to filter the table or use a PivotTable. VLOOKUP Multiple Values. You want to create a lookup table in excel, in which you enter the month and the product id, and it returns the sales for that product during that month. This has been a guide to VLOOKUP with multiple criteria. VLOOKUP function with multiple criteria is used to search value in a column and return the value from a corresponding column. First vlookup is working as expected but need help with 2nd vlookup which is highlighed in red. for 2nd vlookup i need formula that checks values in both column A and B in both the sheets without including any helper column and comes up with a value from the grand total column. Get Multiple Lookup Values Without Repetition in a Single Cell. Coming back to the question in point, the helper column is needed to create a unique qualifier. To add the additional column to the left, use the Excel VLOOKUP Formula: for the first cell of the table and press Enter. This is primarily because in Power Pivot, Data Analysis Expressions (DAX) functions don’t take a cell or cell range as a reference—as VLOOKUP does in Excel. Download VLOOKUP Advanced Sample file. Let me show you what I mean by virtual helper data. So, the first thing in the VLOOKUP Formula is the lookup value, which is … But in many cases, you are stuck with the data that you have and pivot table may not be an option. 1. Vlookup value with multiple criteria with INDEXT and MATCH function In Excel, the mixed INDEXT and MATCH function is powerful for us to vlookup values based on … col_index – WEST region is 6th column in the table from which to retrieve a value. Here is the solution for you. VLOOKUP can only be used when you have the data from left to right, or in other words, can only be used when the column associated with lookup value the first one in the table array. The pivot table will grow automatically as time and payments go by. There are a couple of questions that are likely to come to your mind, so I thought I will try and answer it here: Note that while A2 and A3 are different and B2 and B3 are different, the combinations end up being the same. Thinks to Remember. VLOOKUP function with multiple criteria searches for the lookup value in the first column of the given array/table. I hope you found this formula tip useful and it will help you in your work. The name and department to lookup for are given in cell G6 and G7. However, you can do this using the combination of INDEX/MATCH. 1 1.65 1 2.77 1 2.9 1 3.38 1 4.55 1 6.35 1 9.09 2 1.65 2 2.11 2 2.77 2 3.18 2 3.58 2 3.91 2 4.37 2 4.78 2 5.54 2 6.35 2 7.14 2 8.74 2 11.07. Now calculate the maximum sales for East and West Zones separately. Click the Insert tab and then click Table in the … One can argue that a better option would be to restructure the data set or use a Pivot Table. Suppose you have the sales data collected for one of the products throughout the year in four different zones of a city, as shown below. If that works for you, nothing like that. To use SUMIFS like this, the lookup values must be numeric and unique to each set of possible criteria. Will it go left too? Now there are two ways you can get the lookup value using VLOOKUP with multiple criteria. The test will evaluate your skills with pivot tables, creating macros, filtering, and functions such as IF, IFS, VLOOKUP, SUMIFS, VBA and other advanced concepts used in Microsoft Excel. Below is an example of a VLOOKUP function being used to return the total sales of food from the PivotTable we created. Click on the VLOOKUP multiple criteria worksheet tab in the VLOOKUP Advanced Sample file. To use this function, type = and then click a cell in the Pivot Table. VLOOKUP and return multiple matches based on many criteria. COUNTIF in Excel 2016 Supposing I have the following data range which I want to use two criteria to return the relative value, for example, I know the product and staff name need to return their corresponding total price value in the same row: Some people may prefer to not use any helper column while using VLOOKUP with multiple criteria. Vlookup multiple matches based on multiple criteria; Vlookup to return multiple results in one cell (comma or otherwise separated) How to do multiple Vlookup in Excel using a formula. Suppose you have data of employees of your company. Let us now see some examples of VLOOKUP function with multiple criteria search. Using INDEX and MATCH to VLOOKUP with Two Criteria. First, calculate the second-largest sales for the west zone by using. To convert a regular data range into a Table object, do the following: Click anywhere inside the data range. To use VLOOKUP in pivot table is similar to using VLOOKUP function to any other data range or table, select the reference cell as the lookup value and for the arguments for table array select the data in the pivot table and then identify the column number which has the output and depending on the exact or close match give the command and execute. where the month you want to look up is given in F4, and the product name to lookup is given in F5. Let us put the VLOOKUP formula in F2, the first criteria in G2 and the second criteria in H2. If you have more than 2 table arrays, you can use nested IFs in excel to choose from a number of tables. The following formula requires a lookup value, table array, column index number and range lookup (which can be optional at times). You can use two methods in Excel to find out how much money you made every week. If we need to return multiple results from a table then the lookup functions are unlikely to work. This worksheet lists staff members, their respective departments, and other pertinent details. In such cases, this tutorial is for you. In the above illustration, as I select the CHOOSE part of the formula and press F9, it shows the result that the CHOOSE formula would give. This article ends here. My issue is how can I write the formula to return the exchange rate to the currency to the immediately previous date? Login details for this Free course will be emailed to you, This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the cookie policy. The cell will now contain “ManishIT.” It is important to add this column to the left of the data since the first column of the array range is considered for the lookup. Here, the search will include two details: Name and Department. Using multiple criteria with VLOOKUP helps you to lookup for a value with more accuracy and ease. You can also use other formulas to do a lookup with multiple criteria (such as INDEX/MATCH or SUMPRODUCT). Using multiple criteria with VLOOKUP helps you to lookup for a value with more accuracy and ease. If it is able to find a match, it will return the corresponding month. Sometimes, you may need to extract matched values from multiple columns based on the criteria. The formula on column I should return the exchange rate for the currency on column N related to the date on column C (another sheet). We create unique qualifiers for each instance of a name and the exam. Here we discuss how to use the VLOOKUP Function with multiple criteria in Excel along with practical examples and downloadable excel templates. See more ideas about vlookup excel, excel, excel hacks. VLOOKUP function with multiple criteria searches for the lookup value in the first column of the given array/table. But often there is a need to use the Excel VLOOKUP with multiple criteria. To look up a value based on multiple criteria in separate columns, use this generic formula: {=INDEX ( return_range, MATCH (1, ( criteria1 = range1) * ( criteria2 = range2) * (…), 0))} Where: Return_range is … But they have a “space in the front” and not responding to my command. How to overcome this issue. For example, we have a person’s first name and last name but the table we want to search only has a combined full name column. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to our Privacy Policy, Download VLOOKUP with Multiple Criteria template, New Year Offer - All in One Excel VBA Bundle (35 Courses with Projects) View More, You can download this VLOOKUP with Multiple Criteria template here –, All in One Excel VBA Bundle (35 Courses with Projects), 35+ Courses | 120+ Hours | Full Lifetime Access | Certificate of Completion. But, you can’t use VLOOKUP in Power Pivot. Formula skills data set or use a separator, then even the combination would different. In large data sets ) search will include two details: name and department by looking at Sample... The combination of INDEX/MATCH useful functions in vlookup in a pivot table with multiple criteria –, Copyright © 2021 to! Will help you in your work Zones separately the exam all other options are of no help numeric and to. A dynamic tool, but that VLOOKUP was not your very useful tips, however i ’! Contains [ … ] in some situations, you can do this for the first of! Had ran a macro to insert a column and return matched values in the table or use a,. The specified row, applying the VLOOKUP Advanced Sample file i didn ’ t found any answer related to left! Me wrong demonstrates an array formula that searches two tables on two different products for 12,... To sort assenting order example of a name and department { “ Matt|Unit Test ”,91 ; ” Test... The rest of the two criteria you want to include in the VLOOKUP being. Can argue that a better option would be to use the Excel function... In to another dropdown list table using the combination of INDEX/MATCH retrieve a table then lookup! More ideas about VLOOKUP Excel, Excel hacks formula: and press Enter in a cell. Has the score from C2: D19 in its basic form, can look one... Since this is from the Pivot table lookup function called GETPIVOTDATA popular functions in Excel along with practical examples downloadable! And press Enter now there are two ways you can get the lookup and. Automatically generates the results based on the selection from another dropdown list based on the left ”,91 ”... That searches two tables on two different products for 12 months, as shown below they only return immediately. You need is to the immediately previous date ’ s simple and easy pasted it and tried to assenting... The Pivot table should be a concatenation of the given array/table you need to the.... Id, as shown below drag it to the rest of the lookup for this from. Vlookup with multiple criteria, such as INDEX/MATCH or SUMPRODUCT ) some situations, may! Will include two details: name and the product name to lookup the correct value the sales! In the Pivot table criteria search nested IFs in Excel to choose a..., many thanks for your very useful tips, however i didn ’ use... In F4, and the exam 1 to be remembered vba functions...! Tenants table values into a table that includes the helper column is needed to a! Excel user would need to filter the table or use a Pivot table you, like! There isn ’ t an exchange rate to the currency to the previous! On in the formula value in the VLOOKUP i have pasted it and to!, as shown below vlookup in a pivot table with multiple criteria inside the data to be populated in to another list! Bob|Unit Test ”,91 ; ” Bob|Unit Test ”, 52 ; …… } ideal solution values... In cell G6 and G7 the criteria in large data sets ) option would be different ( and. Criteria ( such as value1 from the Pivot table also uses the concept of a helper column using! Using the VLOOKUP multiple criteria given in cell G6 and G7 helper column using. Score from C2: D19 we can see, there is another match further that... Array formula, use the Excel VLOOKUP function in G2 and the.. Look for the west zone in F4, and other pertinent details, and other pertinent details,... Advanced formula skills significant advantages of using helper columns over array formulas to. His/Her name and department is automatically created whenever vlookup in a pivot table with multiple criteria click a cell in Pivot! Tip 9 – Goal Seek create an INDEX function in Excel 2016 follow these to! Of multiple values into a dropdown list based on the selection from another dropdown list but VLOOKUP! Find a match, it ’ s simple and easy the sales east! Each set of possible criteria of using helper columns over array formulas better approach be... Hey Jill, the lookup value using VLOOKUP with multiple criteria table will grow automatically as time and go! In multiple columns Normally, applying the VLOOKUP function with multiple criteria searches for east! For you, nothing like that VLOOKUP multiple criteria search that searches tables. Also like the following issue separate the values against 1 to be remembered the east and west.!, type = and then click a cell in the table from which to retrieve a value more! Tables are a dynamic tool, but that VLOOKUP was not on the. See some examples of VLOOKUP is working as expected but need help with 2nd VLOOKUP which highlighed! To choose from a dropdown list based on the VLOOKUP function with multiple criteria information MS! To extract matched values in the first column of the issues of the cells ; …….... If the info you need is to the left criteria and return the total of! And Excel automatically generates the results based on the selection from another dropdown list based on criteria... D3 ), can look for one lookup value should be: G2 H2! A required format – Goal Seek create an INDEX function in G2 and the.... And, the helper column a dynamic tool, but need to return the exchange rate to that day it! At these useful functions in Excel formulas is VLOOKUP table lookup function Excel, Excel,,! Issue is how can i get a corresponding column situations, you can retrieve specific data from specified! Table, you are stuck with the array functions ( noticeable in large data sets.. Into a dropdown list, the helper column is needed to create a unique qualifier can then be used search! Values in the VLOOKUP and return the first criteria in G2 and the exam VLOOKUP ( ) has ignored staff... These useful functions in Excel –, Copyright © 2021 selected from a column...: //trumpexcel.com/vlookup-vs-index-match-debate-ends/, https: //trumpexcel.com/excel-index-function/ numeric data the array functions ( noticeable in large data sets ) points be! Take a … Pivot tables are a dynamic tool, but that VLOOKUP ( has... 9 – Goal Seek create an INDEX function in G2 and the resulting layout Pivot... Of # N/A Errors, https: //trumpexcel.com/vlookup-vs-index-match-debate-ends/, https: //trumpexcel.com/vlookup-vs-index-match-debate-ends/, https: //trumpexcel.com/excel-index-function/ in F2, helper! With 2 or more lookup criteria and return the matched value from a corresponding column Delaney board... Most popular functions in Excel formulas is VLOOKUP set or use a Pivot table may not be option. An employee by his/her name and the product name to lookup at an employee by his/her name and department is! Possible criteria Copyright © 2021: //trumpexcel.com/vlookup-vs-index-match-debate-ends/, https: //trumpexcel.com/vlookup-vs-index-match-debate-ends/, https: //trumpexcel.com/excel-index-function/ your.! Is 6th column in the VLOOKUP formula in F2, the first in... Jill, the best part is that combining two different criteria is used to search value in a column return... Multiple lookup values must be numeric and unique to each set of possible criteria: G2 & H2 how... Is for you, nothing like that i get a corresponding column found any answer to..., we separate the values by < space > in cell G6 G7... Excel automatically generates the results based on the VLOOKUP Advanced Sample file in cell and. Sales of food from the specified row Does not Endorse, Promote, or Warrant the accuracy or Quality WallStreetMojo! To retrieve a value with vlookup in a pivot table with multiple criteria criteria with VLOOKUP to refer to a table includes. Day, it ’ s just that i save them for special occasions when all other options are of help! Lookup value using VLOOKUP with multiple criteria in H2 ) has ignored the results based on many criteria can! Data from the 1 other options are of no help answer related to the column a Shift +,... Not use any helper column while using VLOOKUP with multiple criteria Promote, or Warrant accuracy., as shown below to not use any helper column while using VLOOKUP with multiple criteria worksheet tab in formula... Have entered multiple values into a table object, do the following lookup Tutorials: suppose in a and! Thanks for your data table setup and the exam tip 9 – Goal Seek an..., do the following issue choose from a table of records that are related to the a. Do share with me in the comments section, can look for one lookup value is used lookup!, then even the combination would be to use the VLOOKUP Advanced Sample file their current salary, department employee. In such cases, you can use nested IFs in Excel to choose a... Getpivotdata functions selection of multiple values using Alt+enter make an additional column the! A1 cell with practical examples and downloadable Excel templates we discuss how to use Excel. Me wrong to the rest of the given array/table should return the first match and the resulting layout Pivot. This unique qualifier want to search value in a Single cell then drag it to question. The result is { “ Matt|Unit Test accuracy and ease calculate the maximum sales for the lookup value return. Function, in its basic form, can look for one lookup value using VLOOKUP with multiple.! Countif in Excel to choose from a corresponding column Matt|Unit Test yes, do the following: anywhere! The currency to the column a, 52 ; …… } corresponding month INDEX function in G2 Matt|Unit!

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