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Pivot tables - just data for one variable?

Posted on 2014-03-10
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Last Modified: 2014-03-10
hi Folks
If I want to send someone a pivot table and only include their data how do I do that? I can quickly get an individual pivot table using Report Filter Pages but how can I send that to someone so they only get their own data - even if they drilldown...I can copy and paste but that seems to lose the formatting...any suggestions/guidelines? Thanks
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Question by:agwalsh
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Accepted Solution

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regmigrant earned 500 total points
ID: 39917130
you can save the pivot table without the underlying data (pivot table, design, options, data) which will preserve the formatting but prevents any update of the table including no drill-down.

If you want to retain the pivot facilities but prevent access to some parts of the data then you will have to delete the extra information from the source - is this for a one off or a regular occurrence for a lot of different customers? in which case a macro could manage it for you
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Author Comment

by:agwalsh
ID: 39917154
hi Regemigrant,
I had forgotten about that option that you mentioned which I will pass on. I had thought alright though that they would have to delete the extra information which is what I had said to them...I think for the person concerned it was frustration that they had worked all this data and then couldn't share it effectively. It would be nice to offer them the macro option - that would be great :-)
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LVL 19

Expert Comment

by:regmigrant
ID: 39917165
If I can have a look at the data set and an idea on what separates the customers I'll let you know how complex a macro it would be but technically its a new question which might be useful as other experts might have pre-cooked code
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Author Comment

by:agwalsh
ID: 39917166
I checked this out and it turns out that if you turn off the Source Data option, but leave the drilldown turned on. And then copy the sheet to a new book.. It's exactly what I was looking for. Formatting is retained. They just get their own data but they can drill it down. Thanks a million...
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Author Closing Comment

by:agwalsh
ID: 39917169
What would make this excellent would be just the two tweaks I mentioned...turn off the Source Data option, leave the drilldown option on and copy to a new book. But help (as always) much appreciated :-)
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