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Copy patial PIVOT table with data link to another spreadshhet

Posted on 2011-03-04
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I need to copy part of a pivot table to another spreadsheet AND keep the data link. When you double click on specifc cells the original pivot table, the detail is displayed.
How can move or paste special(?) part of the original to a destination to email to those who don't need the entire original spreadsheet?
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Question by:singleton2787
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dlmille earned 2000 total points
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In earlier (than Excel 2007) there was an option to create a new pivot table, using the data connection that exists in an current pivot table in your active workbook.  I don't see that feature as available in Excel 2007+

The best way to get a copy of the pivot table AND maintain the data link is to make a copy of the worksheet TAB where the pivot table resides.  Once copied, you can then modify THAT pivot table's settings to be the new view you're looking for.

You can, as well, copy a pivot table in a worksheet tab to a NEW WORKBOOK and email that.  The user won't have access to the data, or be able to refresh that pivot table's connections without access to your spreadsheet or connections you've setup in creating that table, but the user will be able to re-pivot the data.

The only other method would be to recreate the pivot, but excluding some columns you don't want the user to be able to PIVOT to.

Please let me know if this helps!

Dave
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