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VLOOKUP to XLOOKUP Migration Audit Checklist for a Workbook

Checklist

Plan a safe VLOOKUP to XLOOKUP migration across a workbook, with an inventory table, risk ratings, test steps and a roll-back plan.

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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

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I want to retire VLOOKUP across a workbook without breaking reports. Workbook description: [WORKBOOK_DESCRIPTION]. Sheets that use lookups: [SHEETS_WITH_LOOKUPS]. Number of formulas, roughly: [FORMULA_COUNT]. Who uses it and which versions of the app they have: [USERS_AND_VERSIONS]. Reports or links that depend on it: [DEPENDENCIES].

Produce a migration plan with:

1. An inventory table with columns Sheet, Formula type (exact, approximate, with IFERROR, nested), Count, Risk (low, medium, high), Reason, Suggested replacement.

2. A step-by-step order of work: back up, convert low risk first, test against old results, convert the rest, remove helper columns. Give each step a time estimate.

3. A test method: a side-by-side check column, a count of mismatches, and what to do with each mismatch type (blank cells, duplicates, text numbers, trailing spaces).

4. A compatibility check for colleagues with older versions, marked [VERIFY] for the actual app versions.

5. A roll-back plan using version history or saved copies.

6. A sign-off checklist of 8 items.

Do not edit or delete anything yourself; recommend only. If you need to see a sample formula to classify it, ask me. Do not invent features of my app or version. Keep it understandable to a spreadsheet user who is not a developer.

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