Turning Numbers Into Knowledge Nate Moore MBA, CPA, CMPE

Verifiably Vital Virtues Vested in Versatile Microsoft Excel ® VLOOKUP

Learning Objectives Work through a basic VLOOKUP application Combine functions to add power to VLOOKUP Watch for and overcome VLOOKUP gotchas

Work Through a Basic VLOOKUP Application VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup])

Lookup Value What am I looking for?

Table Array What table has the data I’m looking for (in the far left column)

Column Index Number Which column in the table do I want to return?

Range Lookup TRUE – Find the closest value to what I’m searching for, without going over FALSE – Find an exact match

Range Lookup – Continued Range Lookup is Optional and TRUE is the default! Table has to be sorted for TRUE to work!

Combine Functions to Add Power to VLOOKUP IFERROR (trap and control errors) LEFT (lookup leftmost x characters) ROW & COLUMN for column number HLOOKUP

Watch For and Overcome VLOOKUP Gotchas Text vs. Numbers (especially CPT codes) Convert Text to Numbers and vice versa using Text to Columns on the Data tab

Watch For and Overcome VLOOKUP Gotchas Absolute references for the table ($A$2:$C$198) TRUE is the default!

Applications for VLOOKUP in a Medical Practice Fee Schedule Analysis – CPT Codes Diagnosis Codes Patient Satisfaction Surveys Financial Reporting

Next Steps Using VLOOKUP to Combine Data in Microsoft Excel article at mooresolutionsinc.com/articles.php mooresolutionsinc.com/articles.php MGMA Excel Users Community

More Next Steps Watch Excel Videos and at mooresolutionsinc.commooresolutionsinc.com Practice with this sample data

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