Scribd Logo
Upload

Welcome to Scribd!

  • 22 views

    Spreadsheet Skills in Finance: Reference Functions

    Uploaded by

    mit6pavel
    This document provides an overview of reference functions in spreadsheets for finance. It describes several common reference functions - INDEX, HLOOKUP, VLOOKUP, MATCH, LOOKUP, and INDIRECT - and how they are used to locate and reference data in large databases and tables. For example, using a ticker symbol to look up company financial data. It also explains the differences between HLOOKUP and VLOOKUP, describing how HLOOKUP finds rows then columns while VLOOKUP finds columns then rows. Examples are given showing how to use each function to look up sales data by company name.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Spreadsheet Skills in Finance: Reference Functions

    Uploaded by

    mit6pavel
    22 views3 pages
    This document provides an overview of reference functions in spreadsheets for finance. It describes several common reference functions - INDEX, HLOOKUP, VLOOKUP, MATCH, LOOKUP, and INDIRECT - and how they are used to locate and reference data in large databases and tables. For example, using a ticker symbol to look up company financial data. It also explains the differences between HLOOKUP and VLOOKUP, describing how HLOOKUP finds rows then columns while VLOOKUP finds columns then rows. Examples are given showing how to use each function to look up sales data by company name.

    Original Description:

    Reference Functions

    Original Title

    Reference Functions

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document provides an overview of reference functions in spreadsheets for finance. It describes several common reference functions - INDEX, HLOOKUP, VLOOKUP, MATCH, LOOKUP, and INDIRECT - and how they are used to locate and reference data in large databases and tables. For example, using a ticker symbol to look up company financial data. It also explains the differences between HLOOKUP and VLOOKUP, describing how HLOOKUP finds rows then columns while VLOOKUP finds columns then rows. Examples are given showing how to use each function to look up sales data by company name.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    22 views3 pages

    Spreadsheet Skills in Finance: Reference Functions

    Uploaded by

    mit6pavel
    This document provides an overview of reference functions in spreadsheets for finance. It describes several common reference functions - INDEX, HLOOKUP, VLOOKUP, MATCH, LOOKUP, and INDIRECT - and how they are used to locate and reference data in large databases and tables. For example, using a ticker symbol to look up company financial data. It also explains the differences between HLOOKUP and VLOOKUP, describing how HLOOKUP finds rows then columns while VLOOKUP finds columns then rows. Examples are given showing how to use each function to look up sales data by company name.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 3

    Spreadsheet Skills in Finance

    Reference functions
    Prepared by Pamela Peterson Drake

    Reference or lookup functions are used to locate data in large databases. For example, if you create a database of financial data and
    identify companies by their ticker symbol, you can then use the ticker symbol as the look-up value in the reference functions.
    Function

    Use

    INDEX(array,row_num,column_num)

    Finds the value in a cell that is the intersection of the specified row and
    column.

    HLOOKUP(lookup_value,table_array,row_number,range_lookup) Search a row for a match to the lookup_value, then provide information
    in a specified row in that column.
    VLOOKUP(lookup_value,table_array,col_num,range_lookup)

    Search an array for a match, then provides information in a specified


    column in that same row.

    MATCH(look_value,Lookup_array,match_type)

    Locate the row number corresponding to a look_value

    LOOKUP(lookup_value, lookup_vector, result_vector)

    Locate a match to the lookup_value in an array

    INDIRECT(cell references)

    Convert a string into a reference. This allows you to use a functions,


    such as a statistical function, without specifying the cell range but
    instead allows you to calculate the cell range and then use the results of
    this as cell references.

    HLOOKUP v. VLOOKUP
    HLOOKUP
    Find column Find row
    Find the Sales for the company named in A1, first using MATCH to determine the row, and then using HLOOPKUP to go to the column
    and then the matching row.
    A
    1
    2
    3
    4
    5
    6

    Pear

    B
    C
    =HLOOKUP(B3,$A$3:$C$6,C1+1,TRUE) =MATCH("Pear",$A$4:$A$6,0)

    Company
    Apple
    Pear
    Peach

    Sales
    $1,000
    $500
    $250

    Net income
    $30
    $10
    $20

    VLOOKUP
    Find the Sales for the company named in cell A1

    1
    2
    3
    4
    5
    6

    A
    Pear

    B
    =VLOOKUP($A$1,$a$3:$c$6,2,TRUE)

    Company
    Apple
    Pear
    Peach

    Sales
    $1,000
    $500
    $250

    Net income
    $30
    $10
    $20

    You might also like

    pFad - Phonifier reborn

    Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

    Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


    Alternative Proxies:

    Alternative Proxy

    pFad Proxy

    pFad v3 Proxy

    pFad v4 Proxy