Please Note: This article is written for users of the following Microsoft Excel versions: 97, 2000, 2002, and 2003. If you are using a later version (Excel 2007 or later), this tip may not work for you. For a version of this tip written specifically for later versions of Excel, click here: Pulling a Phone Number with a Known First and Last Name.

Pulling a Phone Number with a Known First and Last Name

Written by Allen Wyatt (last updated September 10, 2020)
This tip applies to Excel 97, 2000, 2002, and 2003


Kimm has a worksheet that has three columns in it. Column A contains the last name of a person, column B contains the first name, and column C contains the phone number for the individual. If Kimm knows the person's first and last name (say they are in cells F1 and F2, respectively), she wonders what sort of lookup formula she would use to return the phone number for the first person matching that first and last name.

There are actually several different formulas you could use to figure out the phone number. Most of the approaches involve using array formulas, which are always entered in a cell by using Ctrl+Shift+Enter. To make the formulas easier to understand, it is best to work with named ranges. For instance, set up the following names:

  • Select all the last names, in column A, and give them a name such as LNames.
  • Select all the first names, in column B, and give them a name such as FNames.
  • Select all the phone numbers, in column C, and give them a name such as Phones.

Here are a variety of array formulas you could use to find the phone number:

=SUMPRODUCT(--(LNames=F2),--(FNames=F1),Phones)
=INDEX(Phones,MATCH(F1&F2,FNames&LNames,))
=INDEX(Phones,INDEX(MATCH(F1&F2,FNames&LNames,0),))
=OFFSET(C1,MATCH(F1&F2,FNames&LNames,),)

In addition, you can construct an array formula that relies upon the ROW function, as shown here:

=INDEX(Phones,SUMPRODUCT((F1&F2=FNames&LNames)*(ROW(FNames)-1)))
=INDEX(Phones,MIN(IF((FNames=F1)*(LNames=F2),(ROW(Phones)-1))))

If you use this approach (relying upon the ROW function), you may need to adjust the "-1" portion of the formulas to reflect the number of rows that appear before your actual data. In this instance, the row is decremented by one because the first row of the data table consists of the headers for each column; the data itself begins in row 2.

Note that all of the formulas used thus far rely upon combining the first name with the last name in order to make a comparison. This has the chance of running into "false positives" in some instances. For example, let's say that two of the names you have in your data are Thom Astonfield and Thomas Tonfield. Since the case of the letters in the names doesn't matter in these formulas, when you combine first and last names of these individuals, they are exactly the same. Thus, if you are looking for the phone number for Thomas Tonfield and his name appears in the list after Thom Astonfield, then you'll always get Thom's phone number instead of Thomas'.

To get around this potential problem, you may want to include some sort of separator between the first and last name. Using one of the formulas from earlier in the tip, all you would need to do is make an adjustment, as shown here:

=INDEX(Phones,SUMPRODUCT((F1&":"&F2=FNames&":"&LNames)*(ROW(FNames)-1)))

The addition of the colon between the first and last names acts as a separator, eliminating the likelihood of false positives.

You should also realize that if cells F1 and F2 contain a name that doesn't appear in the data at all, the information you get back from the formula will be erroneous. Depending on the variation of the function used, you may get back an actual error condition (such as #N/A or #REF) or you may get back plain wrong data. In those instances where an error condition is returned, you may want to adjust your formula to account for the possibility of not finding a match, in this manner:

=IF(ISERROR(INDEX(Phones,MATCH(F1&":"&F2,FNames&":"&LNames,0))),
"no phone",INDEX(Phones,MATCH(F1&":"&F2,FNames&":"&LNames,0)))

There are some things that you should keep in mind when using these types of formulas. First and foremost, the reliability of the information you get back is going to depend largely on the quality of the information in your data list. If your data has misspellings in it, contains blanks, is sorted in some strange order, or there are multiple entries for the same person, it can affect what the formula returns.

If you aren't too sure about the quality of your data, you may want to simply use Excel's filtering capabilities rather than a formula. Apply an AutoFilter, and you can use the first two columns of your data to pick first and last name. This will then return any phone numbers for the individual you select. It is very simple to do and makes selecting the data you need easy.

Finally, you should realize that there are other approaches you can use to addressing the problem. For instance, you could create a formula that uses the DGET function, but doing so would require the addition of a small criteria table to your worksheet or workbook. Since Kimm specified that she couldn't add intermediate results in a worksheet, then an editorial decision was made to not include the DGET function as a solution since it would require the addition of the criteria table.

In addition, if you are comfortable with using macros, you could also create a user-defined function that would examine the data and return the requested phone number. The benefit to using such an approach is that it provides you greater flexibility in processing the information that the function actually returns.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (10478) applies to Microsoft Excel 97, 2000, 2002, and 2003. You can find a version of this tip for the ribbon interface of Excel (Excel 2007 and later) here: Pulling a Phone Number with a Known First and Last Name.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Using the Highlighter

Need to draw attention to some text? Consider using the Highlight tool, which functions just like the highlighter pens ...

Discover More

Tracing Precedent Cells

Cells that affect another cell are called precedent cells. If you need to know which cells affect a particular cell, ...

Discover More

Modifying Behavior of the Open Dialog Box

The Open dialog box is one that few of us think about, but you can control how it behaves with a little bit of macro ...

Discover More

Professional Development Guidance! Four world-class developers offer start-to-finish guidance for building powerful, robust, and secure applications with Excel. The authors show how to consistently make the right design decisions and make the most of Excel's powerful features. Check out Professional Excel Development today!

More ExcelTips (menu)

How Operators are Evaluated

Operators are used in formulas to instruct Excel what to do to arrive at a result. Not all operators are evaluated in the ...

Discover More

Pulling Formulas from a Worksheet

The formulas in your worksheet can be displayed (instead of formula results) by a simple configuration change. You can ...

Discover More

Patterns of Numbers with a Formula

Want to create a sequential pattern using formulas? It's easy to do if you take a look at how your data repeats. This tip ...

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] (all 7 characters, in the sequence shown) in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is 6 - 0?

There are currently no comments for this tip. (Be the first to leave your comment—just use the simple form above!)


This Site

Got a version of Excel that uses the menu interface (Excel 97, Excel 2000, Excel 2002, or Excel 2003)? This site is for you! If you use a later version of Excel, visit our ExcelTips site focusing on the ribbon interface.

Newest Tips
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.