You have created a report that includes conditional formatting based on performance thresholds (e.g., cells highlighted in red for sales below target). You need to export this report to Excel, and you want the conditional formatting to be preserved in the exported file.
How can you export the report while ensuring that the conditional formatting is maintained?
Ans: To export any report from SAC, based on conditional formatting, we can perform the following steps:
– Ensuring conditional formatting is applied like proper highlighting of the sales that are below the target, as per the requirement here. We can use color scales, specific icons, or data bars to represent the performance.
– Now export the report, once the conditional formatting is set up. We can use either the share or export option as per the requirement.
– During the export, we need to make sure the formatting is being preserved. Visual formatting should be maintained in the exported file by ensuring Excel-specific formatting is done rather than flat data dump downloads.
– After the export, we can review the exported Excel file.
– If any formatting is not as expected, we can correct the SAC settings and redownload again.
While doing the exporting after conditional formatting, we need to make sure the data we are exporting should not be exceeding the row or column limits of excels. The excel specific features should be preserved properly.
Following this, we can export the reports from SAC to excel and ensure conditional formatting which has been applied is being done properly.
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