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#1
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Move and Copy Pivot Table and Source Data
Using Windows XP Excel 2003, I want to move and copy a pivot table and its'
source data from it's original file into a new file. The issue is that once I get it moved over, the pivot table still shows that it is linked to the orginial source file. I have used the wizard and highlighted the new source data but when I try to proceeed it tells me the pivot table name is not valid. I have tried naming the source data through InsertNameDefine but I get the same message. Any help would be appreciated. Thanks, Lance |
#2
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Move and Copy Pivot Table and Source Data
Well, there's two options. The long way is to just copy the sheet over and
re-create the pivot. The easier one would be to right-click within the pivot table, go to Pivot Table Wizard, hit the back button once, and adjust the range from there. "Lance" wrote: Using Windows XP Excel 2003, I want to move and copy a pivot table and its' source data from it's original file into a new file. The issue is that once I get it moved over, the pivot table still shows that it is linked to the orginial source file. I have used the wizard and highlighted the new source data but when I try to proceeed it tells me the pivot table name is not valid. I have tried naming the source data through InsertNameDefine but I get the same message. Any help would be appreciated. Thanks, Lance |
#3
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Move and Copy Pivot Table and Source Data
For some time now, I have been doing option #1 and thought option #2 would be
easy. I right click oin a cell in the pivot to bring up the wizard and hit Back. Then I delete the range frok the original file and change it to the range in the new file. It lets me click Next to get to step 3 in the wizard where I tell it where I want to put the pivot table. At this step, it doesn't matter what I try to do, I get the following message..."The Pivot Table field name is not valid. To create a Pivot Table report, you must use data that is organized as a list with labeled columns. If you are changing the name of a Pivot Table field, you must type a new name for the field." I have gotten this message before and had to make sure that all of my columns were named. In this case, the pivot table worked fine in the original file but there just doesn't seem to be a way to change the data range when you move the pivot table and the data source into a new file. "Sean Timmons" wrote: Well, there's two options. The long way is to just copy the sheet over and re-create the pivot. The easier one would be to right-click within the pivot table, go to Pivot Table Wizard, hit the back button once, and adjust the range from there. "Lance" wrote: Using Windows XP Excel 2003, I want to move and copy a pivot table and its' source data from it's original file into a new file. The issue is that once I get it moved over, the pivot table still shows that it is linked to the orginial source file. I have used the wizard and highlighted the new source data but when I try to proceeed it tells me the pivot table name is not valid. I have tried naming the source data through InsertNameDefine but I get the same message. Any help would be appreciated. Thanks, Lance |
#4
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Move and Copy Pivot Table and Source Data
Typically, this error appears when one of the columns in yoru data (including
any hidden columns) doesn't have a column name in row 1. do you have any such issues? "Lance" wrote: For some time now, I have been doing option #1 and thought option #2 would be easy. I right click oin a cell in the pivot to bring up the wizard and hit Back. Then I delete the range frok the original file and change it to the range in the new file. It lets me click Next to get to step 3 in the wizard where I tell it where I want to put the pivot table. At this step, it doesn't matter what I try to do, I get the following message..."The Pivot Table field name is not valid. To create a Pivot Table report, you must use data that is organized as a list with labeled columns. If you are changing the name of a Pivot Table field, you must type a new name for the field." I have gotten this message before and had to make sure that all of my columns were named. In this case, the pivot table worked fine in the original file but there just doesn't seem to be a way to change the data range when you move the pivot table and the data source into a new file. "Sean Timmons" wrote: Well, there's two options. The long way is to just copy the sheet over and re-create the pivot. The easier one would be to right-click within the pivot table, go to Pivot Table Wizard, hit the back button once, and adjust the range from there. "Lance" wrote: Using Windows XP Excel 2003, I want to move and copy a pivot table and its' source data from it's original file into a new file. The issue is that once I get it moved over, the pivot table still shows that it is linked to the orginial source file. I have used the wizard and highlighted the new source data but when I try to proceeed it tells me the pivot table name is not valid. I have tried naming the source data through InsertNameDefine but I get the same message. Any help would be appreciated. Thanks, Lance |
#5
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Move and Copy Pivot Table and Source Data
No, there are no hidden columns and each column is named. As I stated in the
below post, I have gotten this error before and found the unnamed column(s) and corrected the problem. In this case, the original pivot table never gave me this error with the original source and the only thing I have done with the source is moved and copied it into another workbook. However, I did go back and verified that everything is labeled. So I am really not sure why I am getting that error...unless that is the default error message with pivot tables and you get that no matter what the error. "Sean Timmons" wrote: Typically, this error appears when one of the columns in yoru data (including any hidden columns) doesn't have a column name in row 1. do you have any such issues? "Lance" wrote: For some time now, I have been doing option #1 and thought option #2 would be easy. I right click oin a cell in the pivot to bring up the wizard and hit Back. Then I delete the range frok the original file and change it to the range in the new file. It lets me click Next to get to step 3 in the wizard where I tell it where I want to put the pivot table. At this step, it doesn't matter what I try to do, I get the following message..."The Pivot Table field name is not valid. To create a Pivot Table report, you must use data that is organized as a list with labeled columns. If you are changing the name of a Pivot Table field, you must type a new name for the field." I have gotten this message before and had to make sure that all of my columns were named. In this case, the pivot table worked fine in the original file but there just doesn't seem to be a way to change the data range when you move the pivot table and the data source into a new file. "Sean Timmons" wrote: Well, there's two options. The long way is to just copy the sheet over and re-create the pivot. The easier one would be to right-click within the pivot table, go to Pivot Table Wizard, hit the back button once, and adjust the range from there. "Lance" wrote: Using Windows XP Excel 2003, I want to move and copy a pivot table and its' source data from it's original file into a new file. The issue is that once I get it moved over, the pivot table still shows that it is linked to the orginial source file. I have used the wizard and highlighted the new source data but when I try to proceeed it tells me the pivot table name is not valid. I have tried naming the source data through InsertNameDefine but I get the same message. Any help would be appreciated. Thanks, Lance |
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