Excel Formulas: Complete Guide

Every essential Excel formula category — lookup, conditional math, logic, and text — with full guides, syntax references, and troubleshooting for when they break.

Lookup & Reference

XLOOKUPRecommended

The modern replacement for VLOOKUP. Looks any direction, returns arrays, handles missing values natively.

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INDEX MATCHUniversal

More flexible than VLOOKUP. Works in all Excel versions, can look left, never breaks on column inserts.

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VLOOKUP

The classic lookup function. Limited to looking right, fragile to column changes — but still widely used.

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Conditional Math

SUMIFSEssential

Sum cells matching multiple conditions — by region, date range, product, or any combination.

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COUNTIFSEssential

Count rows matching multiple conditions. Same syntax as SUMIFS — no separate sum range.

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SUMIF / COUNTIF

Single-condition versions. SUMIFS and COUNTIFS are more flexible — prefer those in new work.

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Logic & Error Handling

IF / IFSEssential

Return different values based on a condition. IFS handles multiple branches without nesting.

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IFERROR / IFNA

Suppress or replace formula errors. IFNA catches only #N/A; IFERROR catches all error types.

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AND / OR / NOT

Combine multiple logical tests inside IF, SUMIFS, or conditional formatting formulas.

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Text Functions

TRIM / CLEANData Cleaning

Remove extra spaces and non-printable characters — essential before any lookup or comparison.

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CONCAT / TEXTJOIN

Combine text from multiple cells. TEXTJOIN handles delimiters and can skip blank cells.

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LEFT / RIGHT / MID

Extract a fixed number of characters from the start, end, or middle of a text string.

Which Lookup Formula Should You Use?

SituationUse This
Excel 365 or 2021, any lookup taskXLOOKUP
Need compatibility with Excel 2019 or olderINDEX MATCH
Simple right-lookup in a legacy fileVLOOKUP (avoid for new work)
Need case-sensitive matchingINDEX(MATCH with EXACT)
Two-way lookup (row + column)Nested XLOOKUP or INDEX(MATCH, MATCH)
Approximate match / tiered ratesXLOOKUP with match_mode -1, or INDEX MATCH with match_type 1

Formula Troubleshooting Guides

Formula errors hiding in your workbook?

ExcelErrorFinder audits every formula across all sheets and flags errors with the cell address and a plain-English explanation.

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Frequently Asked Questions

What are the most important Excel formulas to learn?

The formulas with the widest practical impact: XLOOKUP (or INDEX MATCH for older versions) for lookups; SUMIFS and COUNTIFS for conditional aggregation; IF and IFS for logic; IFERROR for error handling; TRIM and TEXT for text cleanup; and UNIQUE, FILTER, SORT for dynamic lists (Excel 365 only). Master these and you can handle 90% of everyday spreadsheet tasks.

What is the difference between XLOOKUP and INDEX MATCH?

XLOOKUP is simpler to write and read, has a built-in not-found argument, and can return multiple columns. INDEX MATCH is compatible with Excel 2019 and earlier, supports case-sensitive matching, and handles some advanced two-way lookup patterns more cleanly. Use XLOOKUP if you have Excel 365 or 2021; use INDEX MATCH if you need backwards compatibility.

Why is my formula not calculating in Excel?

The most common causes: (1) Calculation mode is set to Manual — press F9 to force recalculate or go to Formulas → Calculation Options → Automatic. (2) The cell is formatted as Text. (3) There is a leading apostrophe before the equals sign. See the full troubleshooting guide for all six causes.