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Export Access Pivot Table to Excel and retain Pivot Table Formatting

Posted on 2013-01-17
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Last Modified: 2013-01-23
We currently have data in Access which we are displaying in a Pivot Table form because we have monthly data for a group of accounts.

We have it setup in Access and would like to be able to export the Pivot Table including its format to Excel for further analysis.

Thoughts?
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Question by:btgtech
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4 Comments
 
LVL 19

Expert Comment

by:Richard Daneke
ID: 38794078
Access Pivot Tables features change between access version.

Before I offer a solution, please confirm the version of Access that your using.
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Expert Comment

by:Richard Daneke
ID: 38794149
I recommend users to export the table/query from Access and create the Pivot Table in Excel

To make it a consistent process, export to a name file (for example, AccessOut.xlsx).   In a DIFFERENT workbook, create the Pivot Table against that exported file.   On the next export, replace the last one (AccessOut.xlsx).   When you reopen the Pivot Table it will refresh with the new data or you can use the Refresh Data option in Excel pivot tables.

Is there something in the access pivot tables that you find hard to duplicate in Excel?
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Author Comment

by:btgtech
ID: 38794175
I was also considering building a crosstab query and build a report from that.

We are using Access 2010
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Accepted Solution

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Richard Daneke earned 500 total points
ID: 38794222
A crosstab query is not as flexible in analysis as a pivot table, so I would recommend the Pivot Table for flexibility.  I would still recommend:

Export the table/query from Access and create the Pivot Table in Excel

To make it a consistent process, export to a name file (for example, AccessOut.xlsx).   In a DIFFERENT workbook, create the Pivot Table against that exported file.   On the next export, replace the last one (AccessOut.xlsx).   When you reopen the Pivot Table it will refresh with the new data or you can use the Refresh Data option in Excel pivot tables

Although pivot table functions are similar, Excel pivot tables are more flexible in layout and design.  So, why create a limited Access pivot table to push to Excel.

There is another option.  You can base the Excel pivot table on an existing Access query.   It would eliminate the export step.
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