I would like to bring information of players rankings and their ranking points into Table 2. A great article on how this works can be found here for those not sure how it works)įor example in Table 1 (on the left side) we have information in regards to tennis player rankings, in Table 2 (on the right side) we have a list of tennis scores. In Excel we use the VLOOKUP function or INDEX MATCH formula to bring in information to our data sets from a different source(s) or table(s) (for those unaware of INDEX MATCH, we use this instead of a VLOOKUP formula if the lookup value is not in the left most column and thus we cannot use the VLOOKUP formula. The focus of this first blog will be on one of the most used functions in Excel, the VLOOKUP function.
#Index match excel series#
This series of blogs named ‘From Excel to alteryx’ will focus on this transfer and hopefully help others in a similar situtation to myself identify how we can recreate Excel functions in an alteryx workflow. So I am then left with the question ‘well this is how I would do this in Excel, how the hell do I do it in alteryx, it must be possible!’ In every case I have encountered so far, it is! It has changed the way I prepare data hugely. The only problem I have results from the fact that I am so used to doing data preparation in Excel and the syntax it uses that whenever I move through a workflow in alteryx I still think about it with my Excel ‘hat’ on. Since moving to The Data School we have been introduced to alteryx, a data preparation tool that is hugely responsive and easy to use. And like many millions of us I got continually frustrated with how slow it can become when working with large (by excel standards, tiny to others) data sets. Now, changing the article number, we will see who was bought it, amount and how much is.Like many millions of us about 3 months ago I was entirely dependant upon Microsoft Excel for data preparation.
Let`s extend the formula to the remaining rows and check up. We see, that the article 3516 is really in peanuts. As the result looks like the formula, you can see in the screenshot above. The syntax of the INDEX function is completed.
The viewed array: the header with names, because the system will search for the word PRODUCT. The desired value will be the cell E14, where the name of the parameter we are looking for (PRODUCT) is indicated. On this, the arguments for MATCH have ended. In the program, it is listed as 0 (zero). We have the specific article, so we choose to the exact match. Excel offers three types of matching: larger, smaller, and exact match. Because we search for the article, so we highlight to the column of articles together with the cap and to fix the F4. In our case, this is the cell in which the article is indicated the F13. We write down the MATCH command and put its arguments. It will look for the necessary position every time we change the article. But since we need, so that the result to change, we use the MATCH function. If we were to withdraw one value, we would write a specific figure. You need to highlight it together with the cap and fixwith the F4 key. In this case, this is the entire table of orders. We write it down and study the syntax in parallel. Now you need to do so, that when you select the article, the values in the remaining four lines are automatically displayed. So we got the drop-down list of articles, that we can choose. And as the source, we highlight the column with the articles, including the cap. In the window that opens, in the «Allow:» section, select the «List». To do this, you need to click on the corresponding cell (we have the F13), then to select the DATA - Data Tools - Consolidate. To do this, the INDEX function together with MATCH will help.įor a start, let`s create the drop-down list for the ARTICLE OF PRODUCT field, so that you do not need to enter numbers from the keyboard, but select ones. Our goal: to create an order card, where by the article number you can see what kind of product it is, which customer it purchased, how much products were bought and at what total cost. We have the summary table, in which the purchased products are recorded. Let`s consider the interesting example that will allow us to understand the fascination of the INDEX function and the invaluable help of MATCH function. The example of using the INDEX and MATCH functions
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