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Using OFFSET with MATCH in Excel – Step by Step Guide for Dynamic Lookups and Ranges
When your Excel data keeps growing every week, re-writing formulas or updating ranges manually becomes a real headache. A powerful solution is to combine OFFSET with MATCH to create dynamic lookups and ranges that adjust automatically as data changes.
In this detailed step-by-step guide, you will learn:
- What OFFSET and MATCH do individually
- How to combine OFFSET with MATCH for flexible lookups
- How to build dynamic ranges for charts and reports
- Practical examples with formulas you can copy and adapt
Many Excel users who move from static ranges to dynamic OFFSET + MATCH formulas save at least 30–40% time on monthly reporting because they do not have to edit ranges manually every time new data is added.
Understanding the OFFSET Function in Excel
The OFFSET function returns a reference to a range that is a specified number of rows and columns away from a starting cell.
Syntax:=OFFSET(reference, rows, cols, [height], [width])
Explanation of arguments:
| Argument | Meaning |
|---|---|
| reference | Starting cell or range from where the offset begins |
| rows | Number of rows up or down (positive = down, negative = up) |
| cols | Number of columns right or left (positive = right, negative = left) |
| height | Optional – number of rows to return |
| width | Optional – number of columns to return |
Example:
If you use =OFFSET(A1, 2, 1), Excel will move 2 rows down and 1 column to the right from A1. That means the formula will refer to cell B3.
On its own, OFFSET is powerful but becomes truly dynamic when the rows or cols argument is driven by another function like MATCH.
Understanding the MATCH Function in Excel
The MATCH function returns the position of a value in a range.
Syntax:=MATCH(lookup_value, lookup_array, [match_type])
lookup_value: The value you want to findlookup_array: The range where Excel will searchmatch_type: Typically 0 for exact match
Example:
If range A2:A6 contains the names: Ram, Sita, Mohan, Priya, Aman
and you use =MATCH("Priya", A2:A6, 0), the result is 4 because Priya is the 4th item in that range.
MATCH does not return the value; it returns the position. This position is exactly what we can feed into OFFSET to move dynamically within our dataset.
Why Combine OFFSET with MATCH?
When you combine OFFSET and MATCH, you can:
- Find a value in one column (using MATCH)
- Move from that position to another column or row (using OFFSET)
- Return the cell or range dynamically, even when the data size changes
This is extremely useful when:
- You have monthly sales data that keeps increasing in rows
- You maintain product or employee lists where new items are added regularly
- You build dynamic dashboards where charts and formulas should update automatically
In real-world Excel models with more than 1,000–2,000 rows, dynamic OFFSET + MATCH formulas can reduce manual range maintenance almost to zero.
Example 1 – Using OFFSET with MATCH for a Dynamic Lookup
Scenario
You have a list of products, their categories, and prices. You want to return the price of a specific product using OFFSET + MATCH.
Assume the following data:
- Product names in A2:A10
- Category in B2:B10
- Price in C2:C10
You want to find the price of the product entered in cell E2.
Step 1: Use MATCH to get the product position
In any cell (for example F2), you can test:
=MATCH(E2, A2:A10, 0)
If E2 contains “Product X” and “Product X” is the 5th item in A2:A10, MATCH will return 5.
Step 2: Use OFFSET to move from the first price cell
Your first price cell is C2.
You want to move down based on the MATCH result.
But notice: MATCH returns position relative to A2, not from row 2 of the worksheet.
If MATCH gives 5 for “Product X”, the row we need in the price column is:
- Starting from C2 (row 2)
- Move down MATCH result minus 1 (because position 1 = C2 itself)
So formula becomes:
=OFFSET(C2, MATCH(E2, A2:A10, 0) - 1, 0)
Explanation:
C2→ starting point (first price)MATCH(E2, A2:A10, 0) - 1→ number of rows to go down0→ stay in the same column (price column)
This formula returns the price of the product written in E2 without using VLOOKUP.
Example 2 – OFFSET with MATCH to Create a Dynamic Range
You can also use OFFSET + MATCH to define a dynamic range that expands automatically when new data is added.
Scenario
Assume you have monthly sales data in a single column:
- Months in A2:A100
- Sales amounts in B2:B100
You want a dynamic range that always includes sales from the first month to the latest month with data.
Step 1: Find the last used row with MATCH
One common approach is to use a large lookup value that is guaranteed to be greater than any real sales value, such as 10^10.
In a helper cell, for example D1, type:
=MATCH(10^10, B2:B100)
This returns the position of the last numeric value in B2:B100.
If you have data in B2:B25, MATCH will return 24 (since B2 is position 1, B25 is position 24).
Step 2: Build a dynamic OFFSET range
Now create a dynamic range that starts at B2 and has a height based on that MATCH result:
=OFFSET(B2, 0, 0, MATCH(10^10, B2:B100), 1)
Explanation:
B2→ starting point0rows,0columns offset from B2 → stay at B2MATCH(10^10, B2:B100)→ dynamic height (number of rows)1→ width of 1 column
This formula returns a dynamic range from B2 down to the last used sales cell.
You can use this formula inside:
SUM()to sum dynamic sales:=SUM(OFFSET(B2, 0, 0, MATCH(10^10, B2:B100), 1))- A chart’s source data (when defined as a named range) so that charts grow as new sales rows are added.
Example 3 – OFFSET with MATCH for Dynamic Column Retrieval
Sometimes you know the row but the column may change. OFFSET with MATCH can handle this as well.
Scenario
You have a table where:
- Row 1 contains years: 2021, 2022, 2023, 2024 in B1:E1
- Row 2 onwards contain product sales
- Each column for a year may expand over time as you add more years
To retrieve the sales for Product in A5 for the year written in G1, you can:
- Use MATCH to find the column position of the year:
=MATCH(G1, B1:E1, 0) - Use OFFSET starting from the first year cell (B1), and from the product row.
Assume the product row is row 5 and first data cell is B5.
Formula:
=OFFSET(B5, 0, MATCH(G1, B1:E1, 0) - 1)
Here:
B5is the first year’s sales for that productMATCH(G1, B1:E1, 0) - 1is how many columns to move to reach the selected year
Practical Tips When Using OFFSET with MATCH
| Tip | Explanation |
|---|---|
| Use exact match (0) | For most text and code-based lookups, always use MATCH(..., 0) |
| Convert ranges to tables | Excel Tables make ranges easier to manage with structured references |
| Keep OFFSET ranges as small as possible | Reduces file size and calculation time in large workbooks |
| Use named ranges | Create names like Sales_LastMonth to make formulas readable |
Additional points worth remembering:
- In large workbooks with thousands of formulas, volatile functions like OFFSET can increase recalculation time. Use them for key dynamic areas, not everywhere.
- For critical financial models, always test MATCH results in helper cells first to avoid errors due to spelling mismatches or extra spaces.
Step-by-Step Checklist to Build Your Own OFFSET + MATCH Formula
- Identify your starting cell
- This will be the
referenceargument in OFFSET, usually the first cell in your data column or row.
- This will be the
- Decide whether you need dynamic rows, dynamic columns, or both
- Rows dynamic → MATCH result used in the
rowsargument. - Columns dynamic → MATCH result used in the
colsargument.
- Rows dynamic → MATCH result used in the
- Write a MATCH formula separately and test it
- Confirm that it returns the expected position number.
- Embed MATCH inside OFFSET
- Replace the hard-coded row or column offset with the MATCH formula.
- Wrap OFFSET inside another function if needed
- For example:
SUM(OFFSET(...)),AVERAGE(OFFSET(...)), or use it as a Named Range for charts.
- For example:
- Check for errors (like #N/A)
- If MATCH cannot find the lookup value, OFFSET will also fail. You can wrap the entire formula inside
IFERROR()for cleaner output.
- If MATCH cannot find the lookup value, OFFSET will also fail. You can wrap the entire formula inside
Example with IFERROR:
=IFERROR(OFFSET(C2, MATCH(E2, A2:A10, 0) - 1, 0), "Not found")
Disclaimer
This article is for educational and informational purposes only. The formulas and methods described are based on general Excel functionality and may behave differently depending on your Excel version, settings, or data structure. Always test formulas on a copy of your file before using them in critical or live business reports. The productivity gains and time-saving percentages mentioned are illustrative estimates and can vary from user to user.
