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Write a rep email lookup that works in Excel 2016
Practice: Giving the right context. About 5 minutes.
About this exercise
You need a formula for Orders!E2 (filled down) that pulls each rep's email by the rep name in Orders column C. The staff list is on a tab named Staff 2026 (with a space), rows 2-40. Your laptops run Excel 2016, so no XLOOKUP, and the shop system adds a trailing space to every rep name, so trim C2. If a name isn't found, show CHECK NAME. Give one formula in one code block, then one line; under 25 words outside the code, no alternatives.
Common mistakes when you ask AI for this
- Not saying your Excel version. The AI reaches for XLOOKUP, which shows #NAME? in Excel 2016. Try: Add: "Excel 2016, no XLOOKUP."
- Not naming the tab. The AI guesses a tab name like Staff, so the formula points at nothing. Try: Add: "The tab is named Staff 2026, with a space."
- Hiding the messy data. The AI can't see trailing spaces, so every match fails. Try: Add: "Names in column C end with a space; trim them."
- Leaving the not-found text open. The AI shows #N/A or its own wording, not the text your team looks for. Try: Add: "If not found, show CHECK NAME."
- Getting a menu of options. The AI likes to offer two or three versions of the formula, so you're left to pick and test them yourself. Try: Add: "Give one formula only, in one code block, no alternatives."
- Getting a tutorial. By default the AI explains every part of the code at length, which you then have to scroll past. Try: Add: "After the code, one line under 15 words. Nothing else."
What a strong prompt includes
- Names the Excel version
- Names the staff tab
- Mentions the trailing space
- Sets the not-found text
- Asks for one answer only
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