How to use Alteryx Render tool for better spreadsheet exports

The Problem

Ever been in a situation where you’ve built this awesome data transformation pipeline, only to end up with a spreadsheet that looks… well, kinda meh? That’s exactly where I found myself recently. I had this pipeline sending data tables to email, but the spreadsheets were just raw info dumps. Not exactly the professional look I was going for!

Raw output

The Solution

After conducting thorough research, two viable solutions were identified to address this formatting issue:

  1. Utilization of the “Output Data” tool with template overwriting
  2. Implementation of a combined “Table” and “Render” approach

Solution 1: “Output Data” Tool with Template Overwriting

Stage with the components of solution 1

This method involves using a pre-formatted file as a template. The process requires specifying a sheet and column range in your template file, setting “Output Options” to “Overwrite Sheet or Range,” and ensuring “Preserve Formatting on Overwrite (Range Required)” is checked.

Specifying sheet and range
Output Data configuration

While this approach seemed promising at first glance, testing revealed some notable limitations. One issue that emerged was inconsistent cell colors across columns, which detracted from the overall visual coherence of the spreadsheet.

Template file
Alteryx output

Additionally, a significant drawback was discovered when dealing with data that exceeded the predefined template rows – these additional rows remained unformatted, creating an uneven appearance in the final output.

Alteryx output with more rows than template file

Perhaps the most challenging aspect of this method is the necessity for accurate prediction of the required row count in the template. This requirement introduces an element of guesswork into the process, as it’s not always possible to anticipate the exact volume of data that will be processed in each run.

Despite these limitations, this method can still be useful in scenarios where data volume is relatively consistent and predictable.

Solution 2: “Table” and “Render” Combination

Stage with components of solution 2

This alternative approach replaces the “Output Data” tool with two distinct tools:

“Table” Tool

The “Table” tool offers extensive customization options for spreadsheet aesthetics and functionality. You can adjust column widths, font properties, and color schemes to enhance visual appeal. It also enables conditional formatting for specific rows and separate customization for headers and data rows.

Table tool configuration
Table tool configuration – Default Table Settings

“Render” Tool

The “Render” tool serves as the final step in the process, converting the formatted table into a file output. It offers crucial page size customization options, which are particularly valuable when dealing with larger datasets. This feature ensures that all data is properly displayed, preventing issues like truncation or awkward page breaks.

Render tool configuration
Alteryx output

The Verdict

After putting both solutions through their paces, Solution 2 emerged as the clear winner. It offers greater control over formatting and adapts more effectively to varying data sizes.

A word to the wise: When implementing the second solution, pay close attention to the page size configuration in the “Render” tool. This ensures all your columns display properly, especially if you’re dealing with a data-heavy spreadsheet.

Sources

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