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How to use the Render Tool to Format Excel Files in Alteryx




Alteryx is a powerful data analytics platform that allows you to prepare, blend, and analyze data from various sources. One of the features of Alteryx is the Render Tool, which enables you to output your data flow into different formats, such as PDF, HTML, PowerPoint, or Excel. In this article, we will focus on how to use the Render Tool to format Excel files in Alteryx.


What is the Render Tool?




The Render Tool is a tool that can be found in the Reporting category of the Alteryx Designer. It allows you to take any report or layout tool and render it into a specified output format. You can also choose to save the output file to a local or network location, or attach it to an email. The Render Tool supports the following output formats:


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  • PDF



  • HTML



  • PowerPoint



  • Excel



  • Image (PNG, JPG, BMP, TIFF)




The Render Tool has two input anchors: R and D. The R input is for the report or layout tool that you want to render. The D input is for the data that you want to include in the output file. The D input is optional, but it can be useful if you want to add dynamic data to your report or layout.


How to use the Render Tool to format Excel files?




If you want to use the Render Tool to format Excel files, you need to follow these steps:



  • Create a report or layout tool that contains the data and elements that you want to include in your Excel file. For example, you can use the Table Tool, the Charting Tool, the Text Box Tool, etc.



  • Connect the report or layout tool to the R input of the Render Tool.



  • Select Excel as the output format in the Render Tool configuration window.



  • Specify the output options, such as file name, file path, sheet name, etc.



  • Optionally, connect a data stream to the D input of the Render Tool if you want to add dynamic data to your Excel file.



  • Run the workflow and check the output file.




You can also customize the appearance and behavior of your Excel file by using the Advanced Options in the Render Tool configuration window. For example, you can set up conditional formatting rules, autofit columns, freeze panes, etc.


Example: Formatting an Excel file with sales data




To illustrate how to use the Render Tool to format Excel files, let's look at an example. Suppose we have a data set that contains sales information for different products and regions. We want to create an Excel file that shows a summary table and a chart of the sales data. Here are the steps we need to follow:



  • First, we need to create a summary table that shows the total sales and average sales per product and region. We can use the Summarize Tool and the Cross Tab Tool for this purpose.



  • Next, we need to create a chart that shows the sales trend by month for each product and region. We can use the DateTime Tool and the Charting Tool for this purpose.



  • Then, we need to connect both tools to a Layout Tool and arrange them in a vertical layout.



  • After that, we need to connect the Layout Tool to the R input of the Render Tool and select Excel as the output format.



  • We also need to specify the output options, such as file name, file path, sheet name, etc.



  • Finally, we need to run the workflow and check the output file.




The following image shows how our workflow looks like:



The following image shows how our output file looks like:



Conclusion




In this article, we learned how to use the Render Tool to format Excel files in Alteryx. We saw that the Render Tool is a versatile tool that can output our data flow into different formats, such as PDF, HTML, PowerPoint, or Excel. We also saw that we can customize the appearance and behavior of our Excel file by using the Advanced Options in the Render Tool configuration window. We hope that this article was helpful and informative for you. If you want to learn more about the Render Tool or Alteryx in general, you can check out the following resources:



  • [Alteryx - Using the Render Tool to Format Excel Files - YouTube]



  • [Rendertoformatr32frar Home Studio Live!]



  • [Cinema4D version 2020.2.5-R3 (Obsolete stable) 16.09.2021 - OTOY]





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