← Excel Sales Reporting
Lesson 1 of 4
Look up a region
Join a sales row to a region using an explicit key.
Do the work
- Look up customer_id in the mapping table below.
- Use exact matches; an unknown customer must not inherit a nearby row.
- Keep every sale.
See the method
The mapping is 1 → East, 2 → West.
Watch the walkthrough
Read the video transcript
- Look up a region. The mapping is 1 → East, 2 → West.
- Look up a region. An unmatched customer is not a West customer.
- Calculate conditional totals. SUMIF tests a region range and sums its amount range.
- Calculate conditional totals. Do not mix the regions or omit the 100-dollar sale.
- Build a pivot-style summary. East PEN combines 6 and 9 into 15.
- Build a pivot-style summary. Grouping by region alone loses the product breakdown.
- Audit a report. Two units at 3 dollars gives 6.
- Audit a report. The PEN total should be 6, not 5.
The video works through all four course topics; the lesson demonstrations above focus on the current step.
Practice independently
Exercise 1
Attach a customer region
Open practice →Exercise 2Apply an exact product lookup
Open practice →Take it further
A production workbook may use XLOOKUP; this workbench uses a small exact LOOKUP.