How to update a pre-formatted Excel template without breaking formatting

Problem

Users want to update data inside an Excel template that contains:

  • Fonts

  • Colors

  • Borders

  • Charts

  • Formulas

But regular Excel writers destroy formatting.


Solution

Use Preserve Formatting in the Save Excel Advanced node.


Required Configuration

  • Save Mode: OverwriteSheet

  • Preserve Formatting: true

  • Range: Defined (e.g. B10)

  • Include Header: As required


Important Notes

  • Data is written only inside the specified range

  • No formatting outside the range is touched

  • Charts and formulas remain intact


Best Use Cases

  • Finance reports

  • Regulatory templates

  • Board-level dashboards