How to Combine 2 Excel Workbooks Using VLOOKUP Function

VLOOKUP Function Arguments

VLOOKUP Function Arguments

I created this video tutorial to assist one of my viewers. He had 2 Excel Workbooks that he needed to combine. Because he had a MemberID Field in each workbook, I decided that the VLOOKUP() Function would be the fastest way to complete this task for my viewer.

Tips Covered in this Video

  • Move or Copy a Worksheet to another Excel Workbook
  • Use a Mixed Cell Reference – e.g. $A4 – so that column “A” reference is “frozen” when copying formula
  • Create “Named Range” to use as the “Table_Array” argument in VLOOKUP
  • Use FALSE as 4th (optional) argument in VLOOKUP to produce an “exact match”
  • Use IFERROR to prevent “error messages” from displaying

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How to Search For and Use Text Strings in Excel

A viewer asked for my help in creating a report that will group his customers’ email addresses by their “domain name.” For example, he wants to be group all customers with gmail addresses . Likewise, his  customers’ yahoo mail, aol.com accounts, etc.

Pivot Table for Email Domains

Pivot Table Email Domains

I immediately decided to use two powerful Excel tools to produce this report:

  1. Text-to-Columns to create two columns (name and domain) from one text value (the email address).
  2. Pivot Table Report to group and present customer emails by domain name.

Both tools work great and I produced the report with only a few mouse clicks!

The response that I got from my viewer was, “That’s great Danny. But …”

It turns out that the viewer wanted to have the Domain Names as the Field Headers and to show each customer’s email address as a row going down vertically in the corresponding field. To give my viewer the report that he wanted, I used these tools and techniques:

  • I returned to the Pivot Table to copy the unique list of domain names.
  • I used Paste Special – Transpose to convert the vertical list of domain names into a horizontal row of Field Headers.
  • I began to build my “Mega-formula” by taking “baby steps” – i.e. I created one formula and then “nested” it inside additional formulas and functions.
  • For the first “baby step” formula I used the SEARCH() Function.
  • Next, I “nested” this formula as the “logical test” inside an IF() Function.
  • In order to “hide” all of the formula error signs, I nested both of these functions inside the NEW IFERROR() Function.
  • IFERROR() was introduced in Excel 2007 and I now consider it to be “indispensable!” This function, alone, makes upgrading to either Excel 2007 or Excel 2010 a “nobrainer” decision!

I enjoy answering questions from my viewers. Many of these questions can be answered from one of the lessons on my DVD-ROM, “The 50 Best Tips for Excel 2007.” For the rest, I try to create a video lesson that demonstrates how to get the answers that you – my viewers and customers – are looking for.

Keep your questions and suggestions coming! I enjoy receiving feedback from you!

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Watch this Excel Video in High Definition on YouTube

Here is the link to watch this video on my YouTube Channel – DannyRocksExcels

Tell Excel 2007 Not to Display a Formula Error in a Cell

Excel 2007 introduces a brand new Function – the =IFERROR() Function which is a great way to “hide” any potential Formula Error Messages from displaying. You know these error messages – #DIV/0!, #NULL – They are ugly to look at and they can harm your professional reputation.

Watch how you can use =IFERROR() in Excel 2007. Or, if you are using Excel 2003, I show you how to accomplish the same goal but with a few more steps using the =ISERROR() Function nested inside an =IF() Function.

(Note: This is a repost. I now have a Podcast on iTunes and I need to feed this video to the iTunes Store.)

You can subscribe to my iTunes Podcast by clicking on this link.

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Preventing Formula Errors from Displaying

Formula Errors in Excel – e.g. #DIV/0! or #NULL! – are ugly! And, when you send a spreadsheet that contains formula errors to your client or to your boss … Well, that is not good.

It plants the seed of doubt in the minds of your client or your boss that you have not thoroughly checked the accuracy of your assumptions. Why are there errors showing? What else is missing?

Excel 2007 makes it easy to prevent these formula errors from displaying. We have a new Function in Excel 2007 – The =IFERROR() function and it only requires two arguments. Be warned, however, that if you share your Excel 2007 worksheet with colleagues who are using earlier versions of Excel, this new function will not – well, function! (I could not resist using this pun)

Watch this video to learn how to use the new =IFERROR() function and also the nested =ISERROR() function that is required for people who use Excel 2003 or older versions.

If you enjoyed this Excel tip and my style of training, I invite you to visit my online store to shop securely for my DVD, “The 50 Best Tips for Excel 2007.”

Click here to watch this Excel Video Lesson on YouTube

You can view and download this video – for free – as a Podcast from the iTunes store. Follow this link to my Podcast, Danny Rocks Tips and Timesavers at the iTunes store.

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