core Estimated learning time: 5 h

2.3 Lookups: XLOOKUP, INDEX/MATCH and VLOOKUP

You can join two lists on a shared key and know why the misses are missing.

Before:01. Excel — First StepsUnlocks:03. Excel — Analysis

Joining two lists on a shared key is the single most used Excel skill in real work, and this topic covers XLOOKUP as the modern answer, INDEX with MATCH as the flexible one, and VLOOKUP because inherited workbooks are full of it. It sits at the centre of the formula module because lookups are where formulas start reaching across sheets. Most of the learning is in diagnosing the misses: an N A error usually means a trailing space or a number stored as text rather than a truly absent value, and telling those apart is the skill.

Work through these

  • XLOOKUP: exact match, not-found value, search direction

    The modern lookup function takes a value, finds it in one range, and returns the matching item from another. It also takes a defined answer for when nothing matches. Setting that not-found value deliberately is what stops errors spreading.

  • INDEX/MATCH and why it still matters

    The older two-function combination still appears everywhere and handles cases the single function does not. Being able to read it matters even if you never write a new one.

  • VLOOKUP: what it does, why it breaks, when you will still meet it

    The oldest lookup function is fragile in specific ways: it looks rightward only and counts columns by position. You will meet it in inherited files, so understanding its failure modes is practical rather than historical.

  • Diagnosing #N/A: trailing spaces, text-vs-number, real absence

    A not-found result usually means one of three things: invisible spaces, a number stored as text, or the value genuinely being absent. Working through them in that order finds it almost every time.

Practice file

  • xl-04-lookup-and-join.xlsx

    Two sheets that share a key, with deliberate trailing spaces, a text-vs-number mismatch and three genuine misses.

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Links last checked 29 Aug 2026.

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