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How to recreate the Heat Map Report in the new Report Generator.

Here’s another answer to a “Ask A Guru” question?

The Heat Map Report relies upon some advanced conditional formatting that isn’t supported by the current Report Generator. The new TEMPLATE editor looks like Excel, however it is a custom program. It’s conditional formatting is limited at the moment with more coming soon.

Even editing with Excel, some conditional formatting is not able to be executed when the report is generated.

However, you can generate the Simple Pivot Table Report in Excel format and then run a simple Macro to perform this function.

The video below walks you through how to set Excel to create macros, how to record a conditional formatting macro and how to create a button on the main toolbar, to be able to run the Macro with any generated report using the Simple Pivot Table feature.

How To Create a Simple Pivot Table Report And Add Customized Formatting In Excel

Below is an answer to an “Ask A Guru”, question.

The request was to learn how to set up a grid of samples in a row with the compounds as  columns and the calculated amounts as the data in the cells. Also to be able to format the report so that any amount that was not “0” or less to show blank in the cells.

To do this simply use the new report template generator and then edit the template format in Excel.  Since the report FORMAT not the data is stored in a .xlsx file the formatting in Excel stays when you save the file in Excel. Note that you must SAVE and NOT SAVE AS in Excel because the Template .xlsx file is linked to another file to render the results. If you SAVE AS and give it another name then the connection the other file is lost.

In this example the simple pivot table option was used to create the grid, and then Excel was used to format the fonts of the cells having zero or less for calculated amounts turn white. Thereby showing a blank cell in the grid for those cells containing the isolated values.

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