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PivotTables: Restricting access to Report Filter Pages sheet data
Using Excel 2007.
I have a Pivot Table with a Report Filter and I've generated Pages sheets for each of the values in the Report Filter field. I want to send the pages sheets to different managers, and I want each manager to see only the data that corresponds to his/her page sheet. Problem is that while Pages look exactly how I want them to look, all the recipient of the sheet has to do is change the filter to access all the underlying data. I found a reasonably efficient way to do this on a small number of Pages: 1. Drill down on the Report Filter Page Grand Total value to generate a new sheet with all detail records for the filtered page. 2. Since Excel 2007 creates a table for each drill-down sheet, I then simply go back to the original Report Filter Page sheet and Change the data source to be the table from the drill down in step 1. 3. Then I delete the drill-down sheet, leaving just the Report Filter page sheet with its PivotTable adjusted to access only the data I want it to access, which I can send out to the appropriate manager. This is great if there are only 2 - 3 pages, but it's not viable when there are dozens or hundreds of pages. Any suggestions as to how a PivotTable user who's weak on VBA coding can improve / automate this process? |
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