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Learn how to set up 2D lookup in Excel.

A 2D lookup in Excel involves finding a value at the intersection of a specified row and column in a two-dimensional array. To perform a lookup in a 2D array in Excel, you typically use the INDEX and MATCH functions together. A 2D XLOOKUP is a feature introduced in newer versions of Excel that allows you to perform more advanced two-dimensional lookups with a single formula. A 2-way lookup in Excel refers to searching for a value at the intersection of two criteria, usually achieved by combining functions like INDEX, MATCH, and possibly XLOOKUP. While VLOOKUP typically searches for a value based on one lookup value, you can simulate a two-way lookup by concatenating two values. A 2D lookup table in Excel is a grid-like structure where data is organized into rows and columns, enabling efficient retrieval of information based on two criteria.

At the end of the video, you should be able to answer the following question
What is a 2 D lookup in Excel?
How do you lookup in a 2 dimensional array in Excel?
What is a 2D Xlookup?
What is 2 way lookup in Excel?
Can you do a VLOOKUP with 2 lookup values?
What is a 2D lookup table?

Here are the steps outlined in my video.

Drop Down List For Financial Elements
1) Select cell C3
2) Data ~ Data Tools ~ Data Validation
3) Setting tab
4) List
5) Source : =$C$5:$C$36
6) Enter twice

Drop Down List For Months
1) Select cell D3
2) Data ~ Data Tools ~ Data Validation
3) Setting tab
4) List
5) Source : = =$D$5:$J$5
6) Enter twice


What is a 2 D lookup in Excel?,How do you lookup in a 2 dimensional array in Excel?,What is a 2D Xlookup?,What is 2 way lookup in Excel?,Can you do a VLOOKUP with 2 lookup values?,What is a 2D lookup table?,

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Transcript
00:00If you want to seriously impress someone with an Excel skill, do this kind of visual query that
00:04highlights your dataset table as you make changes to your selection. Let's start off by creating a
00:10pulldown on the financial element. Click on cell B3 here, go to data, data tools, and data validation.
00:18This pop-up window should appear. Make sure you're on the settings. On the allow, you're going to
00:22select list. And on the source, you're going to click on this button and basically select the
00:27financial element, which is ranging from, at least for me, from C5 all the way down to the very last
00:33element in C36. And then hit enter twice like this. And just as a test, if you do a pulldown,
00:40you can see all the different selection of financial element. I'm going to select this
00:44revenue TikTok here. Let's do it for the month. Same thing. Data, data tools, data validation.
00:50Pop-up comes up. Make sure you're on the setting tabs. Allow, you're going to change it to list.
00:54And the source, you're going to click on this button here. And then after that, select January
00:58to July like this and hit enter. And after that, hit enter one more time. And now your month,
01:05you have all the selection that's available on your dataset. With that being said, let's work on the
01:11result. Before we dive into the result, I want to show you what the match function does for me.
01:16Match basically goes through and looks for April in this dataset range here like this. And then we're
01:22just going to say zero or exact match and close parentheses. What this does is that it returns
01:29the position of the value April. So one, two, three, four. And that's how I get it. So if we
01:35change this
01:35to say May, you can see one, two, three, four, five. And that's how I get the value of five.
01:41Now you can
01:42appreciate that this number is going to be your column index on your VLOOKUP, which we're going to
01:49nest here next. So basically going to say VLOOKUP, open parenthesis. And the VLOOKUP, which is the
01:55outer shell, we're going to look for financial element, which is going to be cell B3 here,
02:01comma. And then the lookup array would be from C6 all the way down to the very last corner of
02:09your
02:09dataset like this here. And after that, press comma. And the third argument would be your match
02:15function itself. And we're going to do plus one. The reason for plus one is because we start
02:21with column C, not D. That's why we have to offset by one. That's why plus one is located here.
02:27And
02:28then comma. And then we're going to select false for exact match, close parenthesis, and hit enter.
02:34As you can see, the revenue TikTok in May, you go TikTok right across, in May is 6,709. And
02:41just
02:42as a test, let's change our financial element to say, advertisement and promo. In May would be 225,
02:50right here like this. Next, we'll set up the crosshair highlight using conditional formatting.
02:55So basically, you're going to have to do a prep cell at cell H1 and H2. H1 will be for
03:00column.
03:01And the formula for that will be match. And the first argument for that, we're going to use
03:08month to get the column itself, because the columns, or rather the month are arranged in a column.
03:16And then comma. And the lookup array would be this guy's here from D5 to J5. Comma. We're going to
03:23select zero for exact match. And then we're going to plus three to get the exact location on your
03:30worksheet. The three comes from A, B, C. So it's offset from here to here to get the value of
03:37three.
03:38The reason why you do plus three is to get the exact position on the worksheet. Let me explain.
03:43If I hit enter here, I get the value of eight. So if you count one, two, three, four, five,
03:49six,
03:50seven, eight, you can see May is on column eight. That's why we have to offset by three. And this
03:56again,
03:56would be your column index for your conditional formatting. Next on H2, we're going to use the
04:04match function again, open parenthesis. This time around to get the row, we're going to use financial
04:10element itself. And the second argument is your financial element ranging from cell C6 all the
04:16way down to cell C36. And I'm going to hit comma here, we're going to say zero for exact match,
04:23close parenthesis. Now you can see this thing starts at row number six. So it's definitely going to return.
04:30And if I hit enter here, 13 will be from one, two, three, four, five, six, seven, eight, nine,
04:3810, 11, 12, 13, which is your promo. But we don't want to start from here. So therefore,
04:43we're going to have to add five, which is the row ahead of it. So we're going to say plus
04:47five.
04:48And you can see it is 18, which is right here in cell row number 18 here. So now this
04:54is your column
04:55index, this is your row index. With all this information on hand, let's start our conditional
04:59formatting to highlight the intersecting cell. So the first thing you have to do to apply the
05:05constraint formatting is to select the area on your data set to apply the conditional formatting to.
05:10Then after that, go to home, style, conditional formatting, and you're going to select new rule.
05:15In here, you're going to select user formula to determine which cell to format.
05:19And on this section here, you're going to enter the following formula. This formula what it does is that
05:24it goes through every cell on your data set table that you have highlighted and compares with
05:29row index, which is on H2. And then compares the column as well with your column index on H1.
05:36And if both of those conditions are true, it's going to change, let's say the color to red like this.
05:43And after that, click one more time. And you can see that on the month of May for advertising and
05:50promotion is 225. And just as a test, if you go ahead and make changes to say March,
05:56you can see that the highlights are moving as per the results here, 1212. And just to close it off,
06:05and as a housekeeping, good practice, we're going to change this font color to be white,
06:10so that it's not visible to anyone.
06:13So
06:14And I'm sorry.
06:16So
06:17if you go ahead and see that, you'll see that you can see that you're going to change.
06:18You know, I'm good.
06:18You know, I'm good.
06:18I'm good.
06:19So
06:19you know,
06:19I'm good.
06:19I'm good.
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