List of companies(with duplicates) with corresponding niche column.....

(see attachment)
I'm trying to get Sheet 1("Classification Cross Sell") to populate with True or False depending on if Sheet 2("Developer-Tables")'s Niche was Professional vs Office Services vs Commercial vs Skilled Trades. I believe I would need to use some type of combination of nested IF statements along with using the AND + OR functions but i'm not very familiar with if statements and was hoping to get help

The Niche depends on the classification. For Example, the 'Professional' classification consists of multiple Niches:

• Accounting/Finance
• Engineering
• Human Resources
• Information Technology
• Lab
• Legal
• Medical
• Procurement
• Sales

so IF the niche matches any of these, I need the corresponding cell under professional and to the right of that same company's name, to show as "True"



Sheet 1("Classification Cross Sell")
Column A B C D E
1 Company Professional Office Services Commercial Skilled Trades
2 ABC Co. True True False False
3 XYZ Co. False False True False

Sheet 2("Developer-Tables") - Eventually, this will be hidden.
Column A Column B
1 Company Niche
2 ABC Co. Accounting
3 ABC Co. Marketing
4 ABC Co. Human Resources
5 XYZ Co. General Labor



Any recommendations would be greatly appreciated!

You can do it, as you have it, but it will be slow to calculate I'm afraid...

For info, where your criteria are defined strings you can use an inline array to shorten the formula, e.g. instead of:

Formula:

OR(A1="x",A1="y",A1="z",A1="apple",A1="banana")

you can use

Formula:

OR(A1={"x","y","z","apple","banana"})

however, it's no more efficient... and in your case, you would need to do some "chuntering" in the calc - i.e. multiply the OR by the test on Client, push all values into an collection and test sign of result.

it would, if possible, be much better to assign the category adjacent to the niche, thus negating the multiple OR requirements with a single additional test on category.

I've attached an example -- one new tab {Niche_Category}, and one new column on your developer tab {references Niche_Category table to assign value per Niche}

others will invariably provide you with an Array, or SUMPRODUCT type approach, but tbh I'd advise against that route, hence I've not provided the same.

Thanks so much, This is exactly what I needed! and appreciate the advise!