Sure, @John_Dlouhy.
I’ll give you the basic structure of the formula you’ll want in your {SVC Broad Category}
field, and let you fill out the rest:
IF(
OR(
{SVC Area} = "Alcohol",
{SVC Area} = "AV",
...
),
"📈 Ops/Logistics",
IF(
OR(
{SVC Area} = "Invitation List",
...
),
"💰 Metrics/Finance",
IF(
OR(
{SVC Area} = "Event Collateral"
...
),
"📱 Marketing/Communications"
)
)
)
You need a new, nested IF()
statement for each new {SVC Broad Category}
you need to accommodate, and you need to add each {SVC Area}
option associated with the broad category into the OR()
statement associated with that category.
If the nested IF()
's have your head spinning, there’s a simpler, but more verbose/repetitive solution – the SWITCH()
function. That solution would look like this:
SWITCH(
{SVC Area},
"Alcohol", "📈 Ops/Logistics",
"AV", "📈 Ops/Logistics",
"Invitation List", "💰 Metrics/Finance",
"Event Collateral", "📱 Marketing/Communications",
...
)
In this solution, you’ll have to repeat the text output for each option you want to accommodate in {SVC Area}
, but it’s visually simple and straight-forward. You just continue that list by adding the value from {SVC Area}
followed by a comma and the value you want to output in association with that {SVC Area}
. To add a new line to the SWITCH()
function, you need to ensure there is a comma after the output as well – BUT make sure that the very last combination of options (ie, the very last line in the SWITCH()
function) DOES NOT have a comma after the output – only the closing parenthesis.
SWITCH()
documentation: