Link to home
Start Free TrialLog in
Avatar of ruhkus
ruhkus

asked on

Preserving formatting after data refresh in a table in Excel

I have an Excel document that pulls data from a database into an Excel table and e-mails this file to certain staff. I've set up formatting on this table so that it sorts by certain columns, has another column with currency formatting, and has data slicer filters ready to be used. However it seems that this all disappears every time there is a data refresh (which is every time task scheduler runs the command to refresh data). What are some ways that I can preserve some or all of these formatting?

I've seen suggestions that apply to pivot tables, but this isn't one, and doesn't look as good as a pivot table. I've also seen suggestions on having another worksheet reference the data, but I haven't found a good working solution yet. Another workbook and a query import probably wouldn't work since it's e-mailing the data.

(I am using Jet Reports, for those familiar with it)

Thanks.
ASKER CERTIFIED SOLUTION
Avatar of Vijay R
Vijay R
Flag of United States of America image

Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial
Avatar of LajuanTaylor
LajuanTaylor

@ruhkus - Have you checked the Jets Reports Support site? I'm not sure of your version or how much of their tool suite you have available, but I think there are several options. For example:
Using Report mode versus Design mode -
https://jetsupport.jetreports.com/hc/en-us/articles/219402737-Difference-between-Design-Mode-and-Report-Mode-

If you have Dynamics NAV, you might be able to resolve the formatting issue:
https://jetsupport.jetreports.com/hc/en-us/articles/219403337-Uploading-Budget-Data-to-Dynamics-NAV

Lastly,

Take a look at leveraging a report template:
https://jetsupport.jetreports.com/hc/en-us/articles/219402677-Additional-Resources-for-Jet-Essentials
Avatar of ruhkus

ASKER

Thanks for the feedback. I was able to get what I need by using a macro, but I was really hoping not to go that route, since as IT Manager, I'm always encouraging staff to not press that button to enable macros!

Lajuan, I looked at those links but I wasn't able to find anything I could use. Perhaps I'm too new to JET Reports, but did you see something in particular that would address my need?