nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Sort the data based on Due Days, Name and Product

NakulMalisetty

Hi All,

Please find attached a sample workflow in which the results are sorted by 'Due Days' and grouped by Product. I am attempting to incorporate an additional grouping by Name, as the final output will be distributed to each recipient via email.

In the current configuration, the Name field contains three distinct values (John, James, and Peter), and each individual should receive an email containing their respective data, sorted by 'Due Days' and grouped by Product and Name. However, the results are not appearing as anticipated. Specifically, John's and James email displays three rows of data each, as illustrated in the snapshot below, where the sequence does not align with expectations. The correct order should present row number 7, followed by row 8, and then row 3, as the data should be sorted by 'Due Days' whilst maintaining groupings by both Product and Name.

CURRENT OUTPUT:

EXPECTED OUTPUT:
John's Email:

Peter's Email:

James's Email:

Sorting the data based on due date and product.yxmd

Workflow

Help

Accepted answers

Qiu

@NakulMalisetty
Thank you for the updating and I think I get your point now.

I dont think we need a batch Macro for this.

For each Product under each name, we will need to find the minimum due days then based on that, provide order for products under each name.

sorting-the-data-based-on-due-date-and-product_r1.yxzp

All comments

Qiu

@NakulMalisetty
Can you also share the Macro?
And I do not quite understand the part "sorted by 'Due Days' and grouped by Product and Name", can you give some more details?

NakulMalisetty

Hi Qiu,

Attached the macro.

2. Below is the output email received by each recipient and the expected results.

In John's case, the first row should be the 'Due Days' with least number followed by the other Due Days with same Product (in this case 'A'), then comes the second least Due Days and followed by the other Due Days with same Product (which is 'C'). John's email has Product 'C' in row 1 because Peter has 'C' in row 1 (my current sorting order works only on Product and Due Days but instead it should also consider Name.)