I have two spreadsheets in Excel. One is a client listing and one is a policy listing.
My client listing has all my clients listed going down one column.
My policy listing has multiple rows of policies belonging to one client.
I want to have Excel match the client name from the policy listing and the client listing for each of the rows in the policy listing and then look at another column on the policy listing for the type of policy and put an X in a box in the client's row on the client listing if that policy type exists.
I've put examples up on the web: