1. The Basic Lookup
Assume your information technology (I.T.) department has just delivered a 1,000+ row data set showing all of the year-to-date (YTD) sales invoices. As you can see in this figure, they provided Rep ID numbers instead of the actual sales representatives’ names.
In another sheet, a list is given that maps Rep ID numbers with the names, yet this is not very useful in a separate sheet. Using VLOOKUP, the Rep Name column will be added to each sales invoice using the Rep ID field as the map between the two sheets.
In order for VLOOKUP to work, these simple rules must be followed:
a) The left column of the lookup table needs to contain the key field. In this case, that will be the Rep ID field in column H.
b) The values in the key field need to be the same type as the values in your database. In this example, the Rep ID field in both data sets is stored as text, with three digits. This will allow the VLOOKUP to work. Therefore, if the sales invoice register used a numeric 55 as the Rep ID for April Garza, the sales representative sheet must also have a numeric 55 and not a text based 055.
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