It’s been a while since I’ve talked about Excel functionality. As an accountant, we spend a lot of time in Excel and today we’re going to explore the VLOOKUP and HLOOKUP functions. The VLOOKUP function is used when you need to find things in a table or range by row. Similarly, HLOOKUP is used when you need to find things in a table or range by column.
As a Dynamics NAV / BC user, we often find ourselves having to cross-reference data from one table to another and having IT help us every time just isn’t sustainable. Learning to use additional Excel functionality can really enhance our ability to analyze data and provide reporting.
Imagine wanting to create a pie chart that shows, by Customer Name, outstanding amounts from the Customer Ledger Entry table of BC. Below, you can see that the Customer No. is available in the table, not the Customer Name.
To accomplish this, I’ve brought the Customer Ledger Entries and Customer tables into a single Excel document. These functions do also work across workbooks and tabs.
There are 3 data points needed to put together this formula:
The formula looks like this: =VLOOKUP(E3,$J$3:$K$7,2, FALSE). Don’t forget to put in the absolute reference on the range ($) to ensure the lookup range is locked.
Let’s use the same example with a slight twist to see how the HLOOKUP works. The formula looks very similar =HLOOKUP(E6,$C$2:$G$3,2,FALSE).
In both cases, I now have a table I can create a pivot table from and build the desired pie chart.
Getting comfortable with these two formulas can enhance your use of Excel, to create a new level of reporting in your business.