Maintaining Conditional Formatting even after Rendering to Excel File

Hi,

I want to create a conditional formatting for a column to be exported into an excel file. In the example attached, I use a table tool to create the row rule. I've also included the screenshot below:

Screenshot 2022-06-22 162314.jpg

I then use a render tool to export it into an excel file. This does the trick in terms of exporting an excel file with the conditional formatting set in the table tool.

HOWEVER, I ideally want excel to keep the conditional formatting rule.

For example, in the sample output, I want Excel to still color the row red anytime I enter A into the row.

I've searched the community but couldn't find an answer.

Is this something that's possible using Alteryx?

Thanks

Cond_Formating_Ex.yxmd

Output

Accepted answers

ddiesel

Hi @hlee03!

I don't believe you can push your conditional formatting logic from Alteryx to Excel, but let me know if you find a way!

In case this helps, here's my personal favorite "hack" for controlling formatting in an Excel workbook. I wrote about it here:

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Data-format-in-output-as-quot-Accounting-quot-type/td-p/366066

First, I create an Excel template that has a hidden "data" sheet. The main sheet holds all the formatting. Each cell on the formatted sheet contains a formula that points to the corresponding value on the hidden data sheet. More details and an example in the post.

Let us know what you find out.

Thanks,

Deb

All comments

ddiesel

Hi @hlee03!

I don't believe you can push your conditional formatting logic from Alteryx to Excel, but let me know if you find a way!

In case this helps, here's my personal favorite "hack" for controlling formatting in an Excel workbook. I wrote about it here:

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Data-format-in-output-as-quot-Accounting-quot-type/td-p/366066

Let us know what you find out.

Thanks,

Deb

hlee03

Hi,

Thanks for the response! This is a neat trick and will be helpful.

However, I'm running into a roadblock.

It's my understanding that there's 2 sheets, one visible and one invisible. The invisible sheet is overwritten using alteryx to populate the rows. The visible sheet then points to the invisible sheet to populate with the conditional formatting of choice.

However, the challenge I'm seeing is that when a user needs to update the values, they cannot update the visible sheet without breaking the conditional statements as that is done in the invisible sheet. This means that anytime they have to change values, they will have to manually unhide the hidden sheet, change the values, then rehide it.

Is there a work around for this?

Attached is the test excel file I'm working with to reference the "Hide" sheet from the "Test1" sheet. The Hide sheet will eventually become invisible.

TestFile.xlsx

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