Conditional Formatting

Hi everyone ,

I am new to Alteryx and want to apply conditional formatting to my data.

Conditions like

1. Highlight the minimum and maximum Actual sales

2. No sales on Sunday

3. sales greater than average sales on weekdays.

Please help me with this by giving some ideas on how to do conditional formatting in Alteryx. I've attached sales excel file for reference.

Sales.csv

Data Investigation

Accepted answers

atcodedog05

Hi @ash25sumbre

Here is how you can do it. First you need to create flag columns which can be used in formatting. Using summarize to calculate min, max and avg for comparison.

Workflow:

Blue - Max Sales

Orange - Min Sales

Green - Greater than avg Sales

Grey - No Sunday sales

You need to setup formatting on column rules like below. Refer highlighted.

Hope this helps : )

sales output.xlsx

Sales format.yxmd

ash25sumbre

Thank you for your great help.

Its working just the way I wanted .

Regards,

Aishwarya

All comments

atcodedog05

Hi @ash25sumbre

Here is how you can do it. First you need to create flag columns which can be used in formatting. Using summarize to calculate min, max and avg for comparison.

Workflow:

Blue - Max Sales

Orange - Min Sales

Green - Greater than avg Sales

Grey - No Sunday sales

You need to setup formatting on column rules like below. Refer highlighted.

Hope this helps : )

sales output.xlsx

Sales format.yxmd

ash25sumbre

Thank you for your great help.

Its working just the way I wanted .

Regards,

Aishwarya

ash25sumbre

Hi,

I really appreciated your help.

I just had small doubt in this when I want to proceed as that my Actual sales should not be zero for other days (it's fine if its zero on Sundays / holidays).

I got confuse to how to do this ?

1. how to create an alert for the Actual sales should not be zero till its Sunday or holiday?

2, Is there any alert mechanism in Alteryx ?? when that condition hits its throws an email ? can we do that ? If yes , then how?

3. Also how can we add logic on basis of day to day comparison .

eg. my every Monday sales has 20% variation but one of Monday its shows 50% of variation then model should throws an alert for that.

how can I do that? Please help me to solve this problem

Please suggest if you ideas.

atcodedog05

Hi @ash25sumbre

This is kind of a complicated scenario. Can you please post it as a new question so that others can also look into it and help you out.

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