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October 30, 2015
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This seems like a basic question but I can't figure it out.
I create a pivot table and filter it to show only the sales data for 1 customer. I want to copy this to another file so I can send the pivot table to the customer, but I do not want the pivot table to be able to refresh or view the original data.
I have tried highlighting the pivot table and pasting as values however, I lose all the formatting of the pivot table which I want to keep.
In the pivot table options - data tab I have deselected the "Save source data with file" and "enable show details". This works until the user selects refresh on the pivot table and then all the data becomes viewable.
Any suggestions would be greatly accepted.
Jason
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Dashboards
June 25, 2016
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Hi Jason
You can first Paste As Values and then Paste Formatting.
Hope this helps.
July 16, 2010
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There is also an option to Paste as Values & Formatting in one step.
Dashboards
June 25, 2016
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Hi Mynda
Your method will also copy the data.
Dashboards
June 25, 2016
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If a PT Style have been applied , copy paste value with formatting doesn't seem to work (in Excel 2010).
October 30, 2015
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Thanks for the tips. Unfortunately I could not make them work. I have attched a sample workbook that I used to test the different methods with the results on different tabs. I am using excel 2010. One other option is to copy the pivot table and paste it as a picture. The obvious downside is that the person receiving the file can only view the table and not perform any other calculations.
Thanks again for the help.
Dashboards
June 25, 2016
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Hi Jason
I have no problem to copy and paste as value then with the value still selected, paste the format.
It looks similar to your copy 3.
Answers Post
October 30, 2015
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Sunny,
I see the difference now.
I selected the whole pivot table, whereas you only have a portion of the table selected (Excluded the report filter portion of the pivot table). I was able to recreate it and I think this will work for me.
Thanks for the assistance.
Jason
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