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Conditional Formatting

ash25sumbre
8 - Asteroid

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.

6 REPLIES 6
atcodedog05
22 - Nova
22 - Nova

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:

atcodedog05_1-1627886601509.png

 

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.

atcodedog05_0-1627886496090.png

 

Hope this helps : )

 

ash25sumbre
8 - Asteroid

Thank you for your great help.

Its working just the way  I wanted .

Regards,

Aishwarya

ash25sumbre
8 - Asteroid

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
22 - Nova
22 - Nova

Hi @ash25sumbre 

 

You can first check whether any weekday are zero. If number of rows where weekday are zero then send an email. 

 

Workflow:

atcodedog05_0-1628147578151.png

I have made one of the Tuesdays zero.

 

On the 3rd question can you give me more clarification on how is variation calculated if you already have calculated data can you share it to me as sample data.

 

Hope this helps : )

 

ash25sumbre
8 - Asteroid

I don't have calculated data .

I've attached data in which there is one more column of forecasted values.

 

1. My main aim is I want to throw alert for each weekdays.

 I wanted to check that Is my every Monday( or any other workday)  sales falls within range or not ?

if not its throws an alert  .

 

So How should I proceed to create that alert ??

other than average can we use any other statistical term like variance/Std dev  for that?

 

Also can we add any holiday logic to this ?(public holidays )

 

 

 

 

 

atcodedog05
22 - Nova
22 - Nova

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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