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9 Excel Lookup Functions for Financial Analysis

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9 Excel Lookup Functions for Financial Analysis

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9 Excel Lookup Functions for Financial Analysis


1️⃣ VLOOKUP

→ Searches for a value in the leftmost column of a table and returns a value in the same row from a specified column.


2️⃣ INDEX

→ Returns a value or reference to a value from within a table or range, versatile for dynamic data retrieval.


3️⃣ HLOOKUP

→ Searches for a value in the top row of a table or array and returns a value in the same column from a specified row.


4️⃣ MATCH

→ Searches for a specified value in a range and returns the relative position of that item.


5️⃣ CHOOSE

→ Returns a value from a list of values based on a specified position, versatile for creating dynamic arrays.


6️⃣ OFFSET

→ Returns a reference to a range that is offset from a starting cell or range by a specified number of rows and columns.


7️⃣ XLOOKUP

→ Searches for a value in a range or array and returns an item corresponding to the first match found, a robust alternative to VLOOKUP and HLOOKUP.


8️⃣ LOOKUP

→ Searches for a value in a vector or array and returns a value in the same position in a second vector or array.


9️⃣ XLOOKUP WITH WILDCARD

→ Supports native wildcard searching for partial matching, expanding data analysis capabilities.


Leverage these Excel functions to elevate your data analysis and financial modeling skills.


Excel is not just a tool, but a skillset that can set you apart in the professional world.


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