Mastering MATCH in Excel: Overview, Examples, and Assignments for Beginners

Rashmi Mishra


 

MATCH() Function in Excel: A Beginner's Guide

Overview of the MATCH() Function

The MATCH() function in Excel is a lookup function used to search for a specified item in a range of cells and return its relative position (index) within that range. This function is particularly useful when you need to find the position of a value and combine it with other functions like INDEX() for more complex data retrieval.

Syntax

The syntax for the MATCH() function is as follows:

MATCH(lookup_value, lookup_array, [match_type])

  • lookup_value: The value you want to find in the array.
  • lookup_array: The range of cells that contains the values you want to search.
  • [match_type]: This is optional and determines how Excel matches the lookup value:
    • 1 (or omitted): Finds the largest value that is less than or equal to the lookup value. The array must be sorted in ascending order.
    • 0: Finds the first value that is exactly equal to the lookup value. The array does not need to be sorted.
    • -1: Finds the smallest value that is greater than or equal to the lookup value. The array must be sorted in descending order.

Example 

Suppose you have a list of employee names with their respective IDs:

Employee ID

Employee Name

101

Alice

102

Bob

103

Charlie

104

David

Step-by-Step Example

1. Set Up Your Data

Create a table in Excel with the data shown above, using the range A1.

2. Use the MATCH Function

Suppose you want to find the position of Bob in the employee names.

  • Step 1: Select the cell where you want the result to appear (e.g., cell D1).
  • Step 2: Enter the formula:

=MATCH("Bob", B2:B5, 0)

Explanation of the Formula:

  • "Bob": This is the lookup_value, the name you want to find.
  • B2

: This is the lookup_array, the range where you are searching for Bob’s name.

  • 0: This is the match_type, indicating that you want an exact match.

3. Result

After pressing Enter, the cell will display 2, which indicates that Bob is the second name in the list.

Using MATCH with Other Functions

The MATCH() function is often used in conjunction with the INDEX() function to create dynamic lookups. For example, if you want to find the Employee ID associated with a given Employee Name, you can combine MATCH and INDEX:

Example: Find Employee ID by Name

To find the Employee ID for Charlie:

  • Formula:

=INDEX(A2:A5, MATCH("Charlie", B2:B5, 0))

Explanation:

  • MATCH("Charlie", B2

, 0): This part finds the position of "Charlie" in the Employee Name column.

  • INDEX(A2

, ...): The INDEX function then uses this position to return the corresponding Employee ID from the Employee ID column (A2

).

Important Notes

  • Exact Match: Always use 0 for match_type when you want to ensure an exact match, especially when dealing with text values.
  • Error Handling: If the lookup_value is not found in the lookup_array, the MATCH function will return a #N/A error. You can use IFERROR to handle this gracefully.
  • Sorting: If you use match_type as 1 or -1, ensure that your data is sorted in the appropriate order (ascending or descending).

Practical Applications

1.   Data Retrieval: Use MATCH to find the position of specific data points, which can be useful in reports and analysis.

2.   Dynamic Formulas: Combine MATCH with INDEX to create powerful formulas that allow for dynamic data retrieval based on user inputs.

3.   Data Validation: Use MATCH to validate data entries against lists to ensure accuracy and consistency.

Conclusion

The MATCH() function is an essential tool in Excel for anyone involved in data analysis, making it easier to locate values within a dataset. By understanding its syntax and functionality, MBA students can efficiently retrieve data and enhance their analytical skills. 

Assignment 1: Employee ID Lookup

Task: Use the employee ID table to find the position of specific employees.

Sample Data

Employee ID

Employee Name

101

Alice

102

Bob

103

Charlie

104

David

105

Eva

Questions:

1.   What is the position of Bob in the employee list?

2.   What is the position of Charlie in the employee list?

Solutions

1.   For Bob's position:

o    Formula:

=MATCH("Bob", B2:B6, 0)

o    Result: 2

2.   For Charlie's position:

o    Formula:

=MATCH("Charlie", B2:B6, 0)

o    Result: 3


Assignment 2: Product Search

Task: Use the product list to find the position of specific products.

Sample Data

Product Code

Product Name

1001

Laptop

1002

Smartphone

1003

Tablet

1004

Headphones

1005

Smartwatch

Questions:

1.   What is the position of the Smartphone?

2.   What is the position of the Headphones?

Solutions

1.   For Smartphone's position:

o    Formula:

=MATCH("Smartphone", B2:B6, 0)

o    Result: 2

2.   For Headphones's position:

o    Formula:

=MATCH("Headphones", B2:B6, 0)

o    Result: 4


Assignment 3: Course Enrollment Lookup

Task: Use the course enrollment list to find the position of students in specific courses.

Sample Data

Student ID

Student Name

Course

201

John

MBA

202

Emily

BBA

203

Michael

MBA

204

Sarah

BBA

Questions:

1.   What is the position of Emily in the student list?

2.   What is the position of Michael in the student list?

Solutions

1.   For Emily's position:

o    Formula:

=MATCH("Emily", B2:B5, 0)

o    Result: 2

2.   For Michael's position:

o    Formula:

=MATCH("Michael", B2:B5, 0)

o    Result: 3


Assignment 4: Movie Ratings Lookup

Task: Use the movie ratings list to find the position of specific movies.

Sample Data

Movie Title

Rating

Inception

8.8

Avatar

7.8

Titanic

7.8

Gladiator

8.5

Questions:

1.   What is the position of Avatar in the movie list?

2.   What is the position of Gladiator in the movie list?

Solutions

1.   For Avatar's position:

o    Formula:

=MATCH("Avatar", A2:A5, 0)

o    Result: 2

2.   For Gladiator's position:

o    Formula:

=MATCH("Gladiator", A2:A5, 0)

o    Result: 4


Assignment 5: Sales Data Lookup

Task: Use the sales data table to find the position of specific products.

Sample Data

Product

Sales

Product A

$10,000

Product B

$15,000

Product C

$20,000

Product D

$25,000

Questions:

1.   What is the position of Product B in the sales list?

2.   What is the position of Product D in the sales list?

Solutions

1.   For Product B's position:

o    Formula:

=MATCH("Product B", A2:A5, 0)

o    Result: 2

2.   For Product D's position:

o    Formula:

=MATCH("Product D", A2:A5, 0)

o    Result: 4


Assignment 6: Fruit Price Lookup

Task: Use the fruit price list to find the position of specific fruits.

Sample Data

Fruit

Price

Apple

$2.00

Banana

$1.00

Cherry

$3.00

Date

$2.50

Questions:

1.   What is the position of Banana in the fruit list?

2.   What is the position of Cherry in the fruit list?

Solutions

1.   For Banana's position:

o    Formula:

=MATCH("Banana", A2:A5, 0)

o    Result: 2

2.   For Cherry's position:

o    Formula:

=MATCH("Cherry", A2:A5, 0)

o    Result: 3


Conclusion

These assignments provide a variety of scenarios where students can practice using the MATCH() function in Excel.