This how-to guide includes 3 topics: creating a formula field and calling XLOOKUP, checking the parameter format, and writing a usage example; choose a topic from the index and follow the steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a formula field and call XLOOKUP | Free |
| 2 | 2. Check the XLOOKUP parameter format | Free |
| 3 | 3. Write an XLOOKUP usage example | Free |
How-to Guide
1. Create a formula field and call XLOOKUP
Entry: Add Field → Formula
- Open the multi-dimensional table that you want to edit.
- Click Add Field on the toolbar.
- Select Formula as the field type.
- Enter a formula that includes
XLOOKUPin the formula editor. - Click Confirm to save and review the calculated result.
Success Criteria
- Interface result: A new formula field appears in the table and displays a calculated result.
- Next action available: You can continue editing the formula or adjusting the referenced ranges.
Tips While Using
- Common mistake: If you choose the wrong field type, you will not be able to enter a formula.
- Environment note: You need permission to edit the current multi-dimensional table.
2. Check the XLOOKUP parameter format
Entry: Formula Editor → Function Library → XLOOKUP
- Open the formula editor in a formula field.
- Open the function library and find
XLOOKUP. - Review the function structure and parameters.
- Fill in the lookup range, return range, and other parameters as needed.
Success Criteria
- Interface result: You can see the XLOOKUP function name and parameter format.
- Next action available: You can continue writing the formula based on the parameter guidance.
Tips While Using
- Common mistake: If the lookup range and return range do not correspond, the result may return an error or an unexpected value.
3. Write an XLOOKUP usage example
Entry: Formula Editor
- Enter an example XLOOKUP formula in a formula field.
- Replace the lookup value and referenced ranges with your own business data.
- If needed, use the XLOOKUP result as an argument in another function.
- Save the formula and check whether the result refreshes when the data changes.
Success Criteria
- Interface result: The formula field returns a matched result.
- Next action available: You can apply the same approach to other fields or records.
Tips While Using
- Common mistake: If the parameter format is incorrect, the formula may not return a valid result.
- Environment note: It is helpful to test with a small amount of data before applying the formula more broadly.