Output Results in Excel as Financial/Percentage format

[Chris_Leimenstoll]

Hello Alteryx Community!

I thought this would be fairly common or even obvious, but I can't seem to find exactly how to make my output to an Excel file be of the financial ($0.00) or percentage (0.00%) formats. I have built my first recurring Alteryx workflow for a customer I run twice a week, and it's great except I need to open the Excel file and change format to dollars/percents manually. Incidentally, I also need to expand the column widths manually. Isn't there something Alteryx can do to handle either of these extra steps? I'm hoping to fully automate this workflow eventually. Thanks!

[Qiu · Accepted solution]

@Chris_Leimenstoll 
Maybe we can use the option of "preserving format" option.

[Qiu · Accepted solution]

@Chris_Leimenstoll 
here is a simple sample

[Chris_Leimenstoll]

Thank you Qiu! I actually still am on 2018.1 and waiting for our team to upgrade, but this will be a nice easy solution. 🙂 Thank you for the knowledge!

[Qiu]

@Chris_Leimenstoll 
Hope it works and thanks for the accept mark.😁

[KLAMB]

Hello, so with this option, the user would still have to format as $ or % in Excel?  Are there any other options for outputting a % to Excel that could be used in a calculation immediately?  I'm assuming the only option would be to output the % decimal, ie. 0.96 for 96%.  Thank you.

[daiphuongngo]

Hi Qiu. It seems like even with the selected "Preserve Formatting", the Template.xlsx (predefined with B, C columns as %) can not export and present numbers in % in those 2 columns. Could you advise please?