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Pivot table save

Posted on 2013-12-05
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Last Modified: 2013-12-15
I have a pivot table I have to create a number of graphs from at the begining of each month. Each graph requires the data to be cut up a different way. Can I save the current query as a name and then just cycle through the names to generate the data each month?
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Question by:titanium123
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4 Comments
 
LVL 12

Expert Comment

by:duttcom
ID: 39699790
You haven't said where the data from your Pivot table comes from, but you could try using pivot graphs instead of regular graphs (Insert tab, then click the arrow under pivot table to select pivot graph).

You can give a pivot graph the same data source as the pivot table and then give each graph the required pivot settings to create the graph. When the data source changes, so will the graphs automatically, just like a pivot table.
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Author Comment

by:titanium123
ID: 39699820
the data is in the same excel sheet, the pivot graph thing doesn't work real well in this case. I'm more looking to be able to take a snap shot of the pivot table at that point and be able to quickly replicate the data layout and specifics each month to then export the data.
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duttcom earned 2000 total points
ID: 39700075
Pity the pivot graphs don't work well. Does the source data need to be a pivot table, or could you use a regular table instead?

You say this happens monthly - does more data get added (hence the need to filter out older months) every month?

The other thing you could look at is using a Power Pivot instead. You can then use the named sets feature (PivotTable Tools -> Options tab-> Fields, Items & sets. That will allow you to save sets of columns (or rows) to display or hide, which may save you some time if your layout involves different columns being active.
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Author Closing Comment

by:titanium123
ID: 39720527
thanks power pivot helps
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