--- title: "VLOOKUP to the Next Level: INDEX and MATCH Functions in Excel" description: VLOOKUP is a common EXCEL function that is used to map data together. If you want something better but just not at a Dba level, INDEX and MATCH are powerful EXCEL functions. image: https://blog.concentrus.com/hubfs/pexels-thisisengineering-3861958.jpg --- [![logo-concentrus-blog](https://blog.concentrus.com/hs-fs/hubfs/logo-concentrus-blog.png?width=341&name=logo-concentrus-blog.png)](http://www.concentrus.com/)   - Our Services - ERP Services - [Implementation & Configuration](http://concentrus.com/implementation-methodology/) - [NetSuite Rescue & Optimization](http://concentrus.com/netsuite-rescue-optimization/) - [Customization & Integrations](http://concentrus.com/customization-methodology/) - [NetSuite Consulting & Support](http://concentrus.com/netsuite-optimization-assessment/) - [NetSuite Health Check](http://concentrus.com/netsuite-optimization-assessment/) - NetSuite Solutions - [Parent Level Credit](http://concentrus.com/parent-level-credit/) - [China Tariff Calculator](http://concentrus.com/china-tariff-calculator/) - [Item Authorization](http://concentrus.com/item-authorization/) - [The Concentrus Toolkit](http://concentrus.com/the-concentrus-toolkit/) - Platforms - [NetSuite](https://concentrus.staphaus.net/what-is-netsuite/) - [Wholesale Distribution](http://concentrus.com/wholesale-distribution-erp-cloud-erp-netsuite/) - [Manufacturing](http://concentrus.com/netsuite-for-manufacturing/) - [Retail & Ecommerce](https://concentrus.staphaus.net/netsuite-for-retailers/) - [Medical Device](https://concentrus.staphaus.net/netsuite-medical-device/) - [Food & Beverage](https://concentrus.staphaus.net/netsuite-for-food-beverage/) - [Software](https://concentrus.staphaus.net/netsuite-for-software/) - [Non-Profit](https://concentrus.staphaus.net/netsuite-for-non-profit/) - [Service Industries](https://concentrus.staphaus.net/netsuite-for-service-industries/) - [Acumatica](https://concentrus.staphaus.net/acumatica/) - [Wholesale Distribution](https://concentrus.staphaus.net/acumatica-for-wholesale-distribution/) - [Manufacturing](https://concentrus.staphaus.net/acumatica-for-manufacturing/) - [Retail & Ecommerce](https://concentrus.staphaus.net/acumatica-for-retailers/) - [Food & Beverage](https://concentrus.staphaus.net/acumatica-for-food-beverage/) - [Non-Profit](https://concentrus.staphaus.net/acumatica-for-non-profit/) - [Construction](https://concentrus.staphaus.net/acumatica-for-construction/) - [Service Industries](https://concentrus.staphaus.net/acumatica-for-service-industries/) - [Industries](https://concentrus.staphaus.net/industries/) - [Why Concentrus](http://www.concentrus.com/why-concentrus/) - [About Us](http://www.concentrus.com/about-us/) - [Our Team](http://www.concentrus.com/our-team/) - [Pricing](http://concentrus.com/pricing/) - Resources - [Resources & Testimonials](http://concentrus.com/resources/) - [Blog](https://blog.concentrus.com/) - [Contact us](http://concentrus.com/contact-us/) - [Talk to an Expert](https://concentrus.staphaus.net/free-assessment/) - [Client Support](http://concentrus.com/support-2/) - [Careers](http://concentrus.com/careers/) - [Events](http://concentrus.com/events/) # VLOOKUP to the Next Level: INDEX and MATCH Functions in Excel Posted by [Sara Duong, Consultant](https://blog.concentrus.com/author/sara-duong-consultant) on Dec 23, 2020 8:00:00 AM ![Sara Duong, Consultant](https://blog.concentrus.com/hubfs/Team%20Headshots/Sara%20Duong.jpg) Find me on: [LinkedIn](https://www.linkedin.com/in/sara-duong-03415a1/) - [Tweet](https://twitter.com/share) ![calculator-calculation-insurance-finance-53621](https://blog.concentrus.com/hubfs/calculator-calculation-insurance-finance-53621.webp) ![pexels-thisisengineering-3861958](https://blog.concentrus.com/hs-fs/hubfs/pexels-thisisengineering-3861958.jpg?width=300&name=pexels-thisisengineering-3861958.jpg) NetSuite ERP has a powerful and robust database structure; it consumes data and outputs data in either it’s the rawest form or organized summaries. NetSuite users are used to massaging and manipulating data. VLOOKUP is a common EXCEL function that is used to map data together. If you want something better but just not at a Dba level, INDEX and MATCH are powerful EXCEL functions. **Use Case for INDEX and MATCH** This function is most common in taking 2 factors to bring back a related value, whereas VLOOKUP only looks at one factor to bring back one related value. A recent customer used this function to help assign transaction type and item to an invoice CSV upload file. The customer had sales output from another system that they needed to upload them to NetSuite as either Cash Sales or Sales Orders. Originally, the customer was keying in each transaction manually as they did not know how to transform the data so it’s ready for CSV upload. Because there wasn’t a one to one mapping of items, the customer had to use 2 factors to determine if the transaction is a sales order or cash sale and 2 other factors to determine the corresponding NetSuite item. Below walks through how they were able to determine the type of transaction and item in a few min. **How to use INDEX and MATCH to determine the transaction type** In this use case, the customer’s original data set looked like this: | | **A** | **B** | **C** | **D** | | --- | --- | --- | --- | --- | | 1 | **Customer Name** | **Gift Type** | **Gift Sub Type** | **Amount** | | 2 | Test Doe | Corporate | Cash | 1,000 | | 3 | Test Smith | Corporate | 30 Days | 2,000 | | 4 | Test Anderson | Individual | Credit Card | 3,000 |   The first step is to build the index. The index is the mapping tool that will be applied to the customer’s data set. In this case, combining the Gift Type and Gift Sub Type to determine what type of NetSuite transaction. This should be saved in a separate tab in the original data set’s EXCEL file; let’s pretend this is Sheet2 (Note: this will be important in the formula below). |   | A | B | C | D | | --- | --- | --- | --- | --- | | 1 |   | Corporate | Individual | Other | | 2 | Cash | Cash Sale | Cash Sale | Cash Sale | | 3 | Credit Card | Cash Sale | Cash Sale | Cash Sale | | 4 | 30 Days | Sales Order | Sales Order | Sales Order | Now in the original data set, insert a column and use this formula: =INDEX(Sheet2!$A$1:$D$4,(MATCH(B2,Sheet2!$A$1:$D$1,0),MATCH(C2,Sheet2!$A$1:$A$4,0))) Copy this formula in column E and based on the Gift Type and Gift Sub Type, the output of the formula will be the NetSuite transaction type. | | **A** | **B** | **C** | **D** | **E** | | --- | --- | --- | --- | --- | --- | | 1 | **Customer Name** | **Gift Type** | **Gift Sub Type** | **Amount** | **NetSuite Tranx** | | 2 | Test Doe | Corporate | Cash | 1,000 | Cash Sale | | 3 | Test Smith | Corporate | 30 Days | 2,000 | Sales Order | | 4 | Test Anderson | Individual | Credit Card | 3,000 | Cash Sale |   Here’s a quick explanation of what the formula is doing. Like longitude and latitude on a map, the formula is using the table that was created in tab: Sheet2 to find a corresponding transaction type. For instance, Test Doe’s transaction is Gift Type: Corporate and Gift Sub Type: Cash.  - Looking at the table in Sheet2, we go across to find Corporate and down to find Cash. The cell that intersects determines the transaction type and that value is what is mapped. - Some quick notes in case you are not familiar with some of the EXCEL notations in the formula Hope you enjoyed being a data nerd for a bit. 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