Formulas & Functions (VLOOKUP, INDEX-MATCH, XLOOKUP)
Part of the Data Analyst Roadmap
In short
You have orders in one sheet and customer cities in another. Lookup functions join them in seconds. It's the formula interviewers ask about most.
Lookup functions let you pull matching data from another table — VLOOKUP is the classic, INDEX-MATCH is more flexible, and XLOOKUP (in modern Excel) is the simpler, more powerful replacement for both.

Think of it like this
The PNR enquiry counter
You give the railway clerk your PNR number. He flips to the matching card and reads out your coach and seat. A lookup does exactly that: take a key, find its row in another table, and bring back the value you asked for.
Watch it happen
XLOOKUP finding C-103's city
1/5The orders sheet has customer ID C-103 but no city. The customers table has both.
The big ideas
What you need to know
VLOOKUP: the classic
Searches the first column of a range and returns a column by number. Breaks if someone inserts a column.
INDEX-MATCH: flexible
MATCH finds the row number, INDEX fetches the value. Works left or right and survives column inserts.
XLOOKUP: the modern default
Simpler syntax, exact match by default and a built-in 'not found' value. Available in Excel 365 and Google Sheets.
Always exact match
VLOOKUP's last argument should be FALSE. Leaving it out can quietly return the wrong row.
See it in code
Walk through the code
1=VLOOKUP(A2, Customers!A:C, 3, FALSE)2 3=INDEX(Customers!C:C, MATCH(A2, Customers!A:A, 0))4 5=XLOOKUP(A2, Customers!A:A, Customers!C:C, "Not found")1/3VLOOKUP: look for A2 in column A, return the 3rd column, exact match only.
Three ways to fetch the city for the customer ID in A2. All three give Kochi for C-103.
Save yourself the pain
Common mistakes
Oops
Leaving out FALSE in VLOOKUP and trusting the result.
Do this instead
Always use FALSE (or 0) for exact match, or switch to XLOOKUP, which is exact by default.
Oops
Ignoring extra spaces, so 'C-103 ' doesn't match 'C-103'.
Do this instead
Clean keys with TRIM first. Most 'missing' lookups are invisible spaces or text-vs-number mismatches.
Your mission
Join two tables by hand
Quick check
Why do many analysts prefer INDEX-MATCH or XLOOKUP over VLOOKUP?
Go deeper
- 1Practice the same lookup with all 3 functions on the same dataset.
- 2Learn why VLOOKUP breaks when columns are inserted, and why INDEX-MATCH/XLOOKUP don't.
- 3Memorize XLOOKUP's argument order — it'll be your default once you know it.
More topics at this stop
Stuck on this topic? Ask an Insider
Get 1:1 guidance from people who've walked this exact path — on the InsideEdge app.