Saturday, March 21, 2020

MS Excel: How to use the IF Function


MS Excel: How to use the IF Function


The IF function is one of the most popular and useful functions in Excel. You use an IF statement to ask Excel to test a condition and to return one value if the condition is met, and another value if the condition is not met.
In this tutorial, we are going to learn the syntax and common usages of Excel IF function, and then will have a closer look at formula examples that will hopefully prove helpful both to beginners and experienced Excel users.
  • Excel IF function - syntax and usage
  • Using the IF function in Excel - formula examples
  • IF examples for numbers
  • How to use the IF function with text values
  • Using Excel IF function with dates
  • Excel IF statement for blank, non-blank cells

Excel IF function - syntax and usage

The IF function is one of Excel's logical functions that evaluates a certain condition and returns the value you specify if the condition is TRUE, and another value if the condition is FALSE.
The syntax for Excel IF is as follows:
IF(logical_test, [value_if_true], [value_if_false])
As you see, the IF function has 3 arguments, but only the first one is obligatory, the other two are optional.
  • logical_test (required) - a value or logical expression that can be either TRUE or FALSE. In this argument, you can specify a text value, date, number, or any comparison operator.
    For example, your logical test can be expressed as or B1="sold", B1<12/1/2014, B1=10 or B1>10.
  • value_if_true (optional) - the value to return when the logical test evaluates to TRUE, i.e. if the condition is met.
    For example, the following formula will return the text "Good" if a value in cell B1 is greater than 10: =IF(B1>10, "Good")
  • value_if_false (optional) - the value to be returned if the logical test evaluates to FALSE, i.e. if the condition is not met.
    For example, if you add "Bad" as the third parameter to the above formula, it will return the text "Good" if a value in cell B1 is greater than 10, otherwise, it will return "Bad": =IF(B1>10, "Good", "Bad")
Excel IF function - formula example

Excel IF function - things to remember!

Though the last two parameters of the IF function are optional, your formula may produce unexpected results if you don't know the underlying logic beneath the hood.
  1. If value_if_true is omitted
    If the value_if_true argument is omitted in your Excel IF formula (i.e. there is only a comma following logical_test), the IF function returns zero (0) when the condition is met. Here is an example of such a formula: =IF(B1>10,, "Bad")
    In case you don't want your Excel IF statement to display any value when the condition is met, enter double quotes ("") in the second parameter, like this: =IF(B1>10, "", "Bad"). Technically, in this case the formula returns an empty string, which is invisible to the user but perceivable to other Excel functions.
    The following screenshot demonstrates the above approaches in action, and the second one seems to be more sensible:
    IF formulas with the value_if_true argument omitted
  2. If value_if_false is omitted
    If you don't care what happens when the specified condition is not met, you can omit the 3rd parameter in your Excel IF formulas, which will result in the following.
    If the logical test evaluates to FALSE and the value_if_false parameter is omitted (there is just a closing bracket after the value_if_true argument), the IF function returns the logical value FALSE. It's a bit unexpected, isn't it? Here is an example of such a formula: =IF(B1>10, "Good")
    Putting a comma after the value_if_true argument forces your IF statement to return 0, which doesn't make much sense either: =IF(B1>10, "Good",)
    And again, the most reasonable approach is to put "" in the third argument, in this case you will have empty cells when the condition is not met: =IF(B1>10, "Good", "")
    IF formulas with the value_if_false argument omitted
  3. Get the IF function to display logical values TRUE or FALSE
    For your Excel IF formula to display the logical values TRUE and FALSE when the specified condition is met and not met, respectively, type TRUE in the value_if_true argument. The value_if_false parameter can be FALSE or omitted. Here's a formula example:
    =IF(B1>10, TRUE, FALSE)
    or
    =IF(B1>10, TRUE)
    an example of the IF function that displays logical values TRUE or FALSE
    Note. For your Excel IF statement to return TRUE and FALSE as the logical values (Boolean values) that other Excel formulas can recognize, make sure you don't enclose them in double quotes. A visual indication of a Boolean is middle align in a cell, as you see in the screenshot above.
    If you want "TRUE" and "FALSE" to be usual text values, enclose them in "double quotes". In this case, the returned values will be aligned left and formatted as General. No Excel formula will recognize such "TRUE" and "FALSE" text as logical values.
  4. IF statement to perform a math operation and return a result
    Instead of returning certain values, you can get your IF formula to test the specified condition, perform a corresponding math operation and return a value based on the result. You do this by using arithmetic operators or other Excel functions in the value_if_true and /or value_if_false arguments. Here are just a couple of formula examples:
    Example 1: =IF(A1>B1, C3*10, C3*5)
    The formula compares the values in cells A1 and B1, and if A1 is greater than B1, it multiplies the value in cell C3 by 10, by 5 otherwise.
    Example 2: =IF(A1<>B1, SUM(A1:D1), "")
    The formula compares the values in cells A1 and B1, and if A1 is not equal to B1, the formula returns the sum of values in cells A1:D1, an empty string otherwise.

Using the IF function in Excel - formula examples

Now that you are familiar with the Excel IF function's syntax, let's look at some formula examples and learn how to use IF as a worksheet function in Excel.

Excel IF statement for numbers: greater than, less than, equal to

The use of the IF function with numeric values is based on using different comparison operators to express your conditions. You will find the full list of logical operators illustrated with formula examples in the table below.
ConditionOperatorFormula ExampleDescription
Greater than>=IF(A2>5, "OK",)If the number in cell A2 is greater than 5, the formula returns "OK"; otherwise 0 is returned.
Less than<=IF(A2<5, "OK", "")If the number in cell A2 is less than 5, the formula returns "OK"; an empty string otherwise.
Equal to==IF(A2=5, "OK", "Wrong number")If the number in cell A2 is equal to 5, the formula returns "OK"; otherwise the function displays "Wrong number".
Not equal to<>=IF(A2<>5, "Wrong number", "OK")If the number in cell A2 is not equal to 5, the formula returns "Wrong number "; otherwise - "OK".
Greater than or equal to>==IF(A2>=5, "OK", "Poor")If the number in cell A2 is greater than or equal to 5, the formula returns "OK"; otherwise - "Poor".
Less than or equal to<==IF(A2<=5, "OK", "")If the number in cell A2 is less than or equal to 5, the formula returns "OK"; an empty string otherwise.
The screenshot below demonstrates the IF formula with the "Greater than or equal to" logical operator in action:
the IF formula with the

Excel IF function examples for text values

Generally, you write an Excel if statement with text using either "equal to" or "not equal to" operator, as demonstrated in a couple of IF examples that follow.

Example 1. Case-insensitive IF formula for text values

Like the overwhelming majority of Excel functions, IF is case-insensitive by default. What it means for you is that logical tests for text values do not recognize case in usual IF formulas.
For example, the following IF formula returns either "Yes" or "No" based on the "Delivery Status" (column C):
=IF(C2="delivered", "No", "Yes")
Translated into plain English, the formula tells Excel to return "No" if a cell in column C contains the word "Delivered", otherwise return "Yes". At that, it does not really matter how you type the word "Delivered" in the logical_test argument - "delivered", "Delivered", or "DELIVERED". Nor does it matter whether the word "Delivered" is in lowercase or uppercase in the source table, as illustrated in the screenshot below.
Case-insensitive IF formula for text values
Another way to achieve exactly the same result is to use the "not equal to" operator and swap the value_if_true and value_if_false arguments:
=IF(C2<>"delivered", "Yes", "No")

Example 2. Case-sensitive IF formula for text values

If you want a case-sensitive logical test, use the IF function in combination with EXACT that compares two text strings and returns TRUE if the strings are exactly the same, otherwise it returns FALSE. The EXACT functions is case-sensitive, though it ignores formatting differences.
You use IF with EXACT in this way:
=IF(EXACT(C2,"DELIVERED"), "No", "Yes")
Where C is the column to which your logical test applies and "DELIVERED" is the case-sensitive text value that needs to be matched exactly.
Case-sensitive IF formula for text values
Naturally, you can also use a cell reference rather than a text value in the 2nd argument of the EXACT function, if you want to.
Note. When using text values as parameters for your IF formulas, remember to always enclose them in "double quotes".

Example 3. Excel if statement for text with partial match

If you want to base your condition on a partial match rather than exact match, an immediate solution that comes to mind is using wildcard characters (* or ?) in the logical_test argument. However, this simple and obvious approach won't work. Many Excel functions accept wildcards, but regrettably IF is not one of them.
A solution is to use IF in combination with ISNUMBER and SEARCH (case-insensitive) or FIND (case-sensitive) functions.
For example, if No action is required both for "Delivered" and "Out for delivery" items, the following formula will work a treat:
=IF(ISNUMBER(SEARCH("deliv",C2)), "No", "Yes")
IF formula for text values with partial match
We've used the SEARCH function in the above formula since a case-insensitive match suits better for our data. If you want a case-sensitive match, simply replace SEARCH with FIND in this way:
=IF(ISNUMBER(FIND("text", where to search)), value_if_true, value_if_false)

Excel IF formula examples for dates

At first sight, it may seem that IF formulas for dates are identical to IF statements for numeric and text values that we've just discussed. Regrettably, it is not so.
Unlike many other Excel functions, IF cannot recognize dates and interprets them as mere text strings, which is why you cannot express your logical test simply as >"11/19/2014" or >11/19/2014. Neither of the above arguments is correct, alas.

Example 1. IF formulas for dates with DATEVALUE function

To make the Excel IF function recognize a date in your logical test as a date, you have to wrap it in the DATEVALUE function, like this DATEVALUE("11/19/2014"). The complete IF formula may take the following shape:
=IF(C2<DATEVALUE("11/19/2014"), "Completed", "Coming soon")
As illustrated in the screenshot below, this IF formula evaluates the dates in column C and returns "Completed" if a game was played before Nov-11. Otherwise, the formula returns "Coming soon".
An example of the IF formula with the DATEVALUE function

Example 2. IF formulas with TODAY() function

In case you base your condition on the current date, you can use the TODAY() function in the logical_test argument of your IF formula. For example:
=IF(C2<DATEVALUE("11/19/2014"), "Completed", "Coming soon")
Naturally, the Excel IF function can understand more complex logical tests, as demonstrated in the next example.

Example 3. Advanced IF formulas for future and past dates

Suppose, you want to mark only the dates that occur in more than 30 days from now. In this case, you can express the logical_test argument as A2-TODAY()>30. The complete IF formula may be as follows:
=IF(A2-TODAY()>30, "Future date", "")
To point out past dates that occurred more than 30 days ago, you can use the following IF formula:
=IF(TODAY()-A2>30, "Past date", "")
Advanced IF formulas for future and past dates
If you want to have both indications in one column, you will need to use a nested IF function like this:
=IF(A2-TODAY()>30, "Future date", IF(TODAY()-A2>30, "Past date", ""))
A nested IF formula for dates

Excel IF examples for blank, non-blank cells

If you want to somehow mark your data based on a certain cell(s) being empty or not empty, you can either:
  • Use the Excel IF function in conjunction with ISBLANK, or
  • Use the logical expressions ="" (equal to blank) or <>"" (not equal to blank).
The table below explains the difference between these two approaches and provides formula example.
Logical testDescriptionFormula Example
Blank cells=""Evaluates to TRUE if a specified cell is visually empty, including cells with zero length strings.
Otherwise, evaluates to FALSE.
=IF(A1="", 0, 1)
Returns 0 if A1 is visually blank. Otherwise returns 1.
If A1 contains an empty string, the formula returns 0.
ISBLANK()Evaluates to TRUE is a specified cell contains absolutely nothing - no formula, no empty string returned by some other formula.
Otherwise, evaluates to FALSE.
=IF(ISBLANK(A1), 0, 1)
Returns the results identical to the above formula but treats cells with zero length strings as non-blank cells.
That is, if A1 contains an empty string, the formula returns 1.
Non-blank cells<>""Evaluates to TRUE if a specified cell contains some data. Otherwise, evaluates to FALSE.
Cells with zero length strings are considered blank.
=IF(A1<>"", 1, 0)
Returns 1 if A1 is non-blank; otherwise returns 0.
If A1 contains an empty string, the formula returns 0.
ISBLANK()=FALSEEvaluates to TRUE if a specified cell is not empty. Otherwise, evaluates to FALSE.
Cells with zero length strings are considered non-blank.
=IF(ISBLANK(A1)=FALSE, 0, 1)
Works the same as the above formula, but returns 1 if A1 contains an empty string.
The following example demonstrates blank / non-blank logical test in action.
Suppose, you have a date in column C only if a corresponding game (column B) was played. Then, you can use either of the following IF formulas to mark completed games:
=IF($C2<>"", "Completed", "")
=IF(ISBLANK($C2)=FALSE, "Completed", "")
Since there are no zero-length strings in our table, both formulas will return identical results:
The IF formula for blank / non-blank cells
Hopefully, the above examples have helped you understand the general logic of the IF function. In practice, however, you would often want a single IF formula to check multiple conditions, and our next article will show you how to tackle this task. In addition, we will also explore nested IF functionsarray IF formulasIFEFFOR and IFNA functions and more. Please stay tuned and thank you for reading!
Dear Visitors, Please do write comments/issues if you face any. I will try to resolve it.










Friday, March 20, 2020

How to use VLOOKUP Function in Excel for Beginners


How to use VLOOKUP Function in Excel for Beginners


The VLOOKUP function is one of the most popular functions in Excel. This page contains many easy to follow VLOOKUP examples.

Exact Match


Most of the time you are looking for an exact match when you use the VLOOKUP function in Excel. Let's take a look at the arguments of the VLOOKUP function.
1. The VLOOKUP function below looks up the value 53 (first argument) in the leftmost column of the red table (second argument).
Vlookup Arguments

2. The value 4 (third argument) tells the VLOOKUP function to return the value in the same row from the fourth column of the red table.
Vlookup Result in Excel

Note: the Boolean FALSE (fourth argument) tells the VLOOKUP function to return an exact match. If the VLOOKUP function cannot find the value 53 in the first column, it will return a #N/A error.
3. Here's another example. Instead of returning the salary, the VLOOKUP function below returns the last name (third argument is set to 3) of ID 79.

Exact Match

Approximate Match


Let's take a look at an example of the VLOOKUP function in approximate match mode (fourth argument set to TRUE).
1. The VLOOKUP function below looks up the value 85 (first argument) in the leftmost column of the red table (second argument). There's just one problem. There's no value 85 in the first column.
Vlookup Function in Approximate Match Mode

2. Fortunately, the Boolean TRUE (fourth argument) tells the VLOOKUP function to return an approximate match. If the VLOOKUP function cannot find the value 85 in the first column, it will return the largest value smaller than 85. In this example, this will be the value 80.
Largest Value Smaller than Lookup Value

3. The value 2 (third argument) tells the VLOOKUP function to return the value in the same row from the second column of the red table.
Approximate Match in Excel

Note: always sort the leftmost column of the red table in ascending order if you use the VLOOKUP function in approximate match mode (fourth argument set to TRUE).

Vlookup Looks Right


The VLOOKUP function always looks up a value in the leftmost column of a table and returns the corresponding value from a column to the right.
1. For example, the VLOOKUP function below looks up the first name and returns the last name.
Right Lookup

2. If you change the column index number (third argument) to 3, the VLOOKUP function looks up the first name and returns the salary.
Change Column Index Number

Note: in this example, the VLOOKUP function cannot lookup the first name and return the ID. The VLOOKUP function only looks to the right. No worries, you can use the INDEX and the MATCH function in Excel to perform a left lookup.

First Match


If the leftmost column of the table contains duplicates, the VLOOKUP function matches the first instance. For example, take a look at the VLOOKUP function below.
First Match

Explanation: the VLOOKUP function returns the salary of Mia Clark, not Mia Reed.

Vlookup is Case-insensitive


The VLOOKUP function in Excel performs a case-insensitive lookup. For example, the VLOOKUP function below looks up MIA (cell G2) in the leftmost column of the table.

Case-insensitive Lookup

Explanation: the VLOOKUP function is case-insensitive so it looks up MIA or Mia or mia or miA, etc. As a result, the VLOOKUP function returns the salary of Mia Clark (first instance). You can use the INDEX, MATCH and the EXACT function in Excel to perform a case-sensitive lookup.

Multiple Criteria


Do you want to look up a value based on multiple criteria? Use the INDEX and the MATCH function in Excel to perform a two-column lookup.

Two-column Lookup

Note: the array formula above looks up the salary of James Clark, not James Smith, not James Anderson.

#N/A error


If the VLOOKUP function cannot find a match, it returns a #N/A error.
1. For example, the VLOOKUP function below cannot find the value 28 in the leftmost column.
#N/A Error

2. If you like, you can use the IFNA function to replace the #N/A error with a friendly message.
Ifna Function

Note: the IFNA function was introduced in Excel 2013. If you're using Excel 2010 or Excel 2007, simply replace IFNA with IFERROR. Remember, the IFERROR function catches other errors as well. For example, the #NAME? error if you accidentally misspell the word VLOOKUP.

Multiple Lookup Tables


When using the VLOOKUP function in Excel, you can have multiple lookup tables. You can use the IF function to check whether a condition is met, and return one lookup table if TRUE and another lookup table if FALSE.
1. Create two named ranges: Table1 and Table2.
First Table

2. Select cell E4 and enter the VLOOKUP function shown below.
Vlookup Function with Multiple Lookup Tables

Explanation: the bonus depends on the market (UK or USA) and the sales amount. The second argument of the VLOOKUP function does the trick. If UK, the VLOOKUP function uses Table1, if USA, the VLOOKUP function uses Table2. Set the fourth argument of the VLOOKUP function to TRUE to return an approximate match.
3. Press Enter.
4. Select cell E4, click on the lower right corner of cell E4 and drag it down to cell E10.
Copy Vlookup Function

Note: for example, Walker receives a bonus of $1,500. Because we're using named ranges, we can easily copy this VLOOKUP function to the other cells without worrying about cell references.

Dear Visitors, Please do write comments/issues if you face any. I will try to resolve.