Preserving formatting after data refresh in a table in Excel
Posted on 2016-10-04
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)