Aggregate multiple data points based on criteria into document builder?

MTaber

Hello Community,

I am looking for help in setting up my sheet (or template...not sure which is the snag) for document builder. The issue is this-

I'm trying to generate one document per Vendor that lists ALL their awarded items (bonus points if I can add zone and rank). Currently when I run the workflow I get 80 documents (one for each item for each vendor).

Leibel S

@MTaber

You can use Join and Collect functions to list all the product names associated with this vendor into a single cell, then map that cell onto your doc.

Your formula would look something like this (Change the column names as needed):

=JOIN(COLLECT(Item:Item,Vendor:Vendor,@cell=Vendor@row),CHAR(10))

Leibel S

@MTaber

You can use Join and Collect functions to list all the product names associated with this vendor into a single cell, then map that cell onto your doc.

Your formula would look something like this (Change the column names as needed):

=JOIN(COLLECT(Item:Item,Vendor:Vendor,@cell=Vendor@row),CHAR(10))

MTaber

@Leibel S ...so simple. Oh man. THANK YOU!

I ended up adding a column to join the item number and zone to tackle it all. Perfection!