The ONE Excel Beginner Formula That Does ALL This

The ONE Excel Beginner Formula That Does ALL This

 
Let me introduce you to the Excel formula that’s behind so much cool stuff in Excel.

But, this cool Excel formula doesn’t work on its own.  In fact, it’s difficult to think of an application of this Excel formula in isolation.  That’s because it’s a great facilitator of other formulae, including its more storied colleagues INDEX, OFFSET and VLOOKUP.  Few know that these Excel superstars owe much to a lesser-known Excel formula … 

I give you: the MATCH formula.  Never heard of it?  That doesn’t surprise me.  It sits in the background and, unlike Excel pin-ups such VLOOKUP, does not get much attention.  Let’s change that today!  The MATCH formula is at the heart of so many powerful mechanisms in Excel, so let’s learn a few now … 

CLICK HERE TO WATCH THE VIDEO
 CLICK HERE TO DOWNLOAD THE FILE 

First, why is MATCH of interest to the Excel programmer?  Let’s talk about position control.  Excel might be many things to you: a canvas, a prison, a playground, your own personal hell …!  It’s certainly one thing to everybody: a grid.  Yes, we should not forget this simple idea: that Excel consists of cells arranged in rows and columns: it’s a grid! 

Seeing Excel in this way allows you to understand the power of MATCH.  If Excel is a grid, we need to navigate it to get things done.  This is what position control is: your ability to get around Excel’s grid using the tools available to you, with precision … and without too much stress. 

So, MATCH helps because it gives a sense of position.  The position of a value in a row or a column.  More precisely, it tells you how many ‘rows down’ a column, or how many ‘columns across’ a row, a particular value (known as a ‘lookup value’) is. 

Seems simple enough?  Good!  But have you ever built a MATCH formula?  Even beginners can do it – make sure you download the file and give it a go yourself. 

By returning position, the MATCH formula synergises beautifully with other formulae in Excel.  With VLOOKUP, MATCH allows us to choose a lookup column dynamically when combined with a dropdown menu – as demonstrated in the video. 

MATCH is great friends with the OFFSET and INDEX formulae too; in fact, without MATCH, these formulae would be pretty useless!  In the video, I show how to use MATCH to facilitate a cool dynamic sum operation, again with dropdown menus to smooth the user experience. 

Once you get to grips with MATCH (the challenge is more conceptual than technical,) I am confident you’ll see applications in your own Excel work.  Let me know how you get on!