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#1
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Pivot Table - How to keep data hidden
I have a pivot table that uses employee salary data as the underlying
data. I want to send around the pivot table to departments to show them some summarised data, but due the sensitivity on the underlying information want to ensure they can't get to the data. I have tried unchecking the "Enable drill to detail" and even deleting the Data Sheet, however have noticed that if someone goes and checks the option again they have access to the underlying information. Anyway to create the pivot once and detach from the underlying data ? |
#2
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Pivot Table - How to keep data hidden
Unless you indicate otherwise to Excel, it creates a hidden copy of the
source data (the Pivot Cache) when you build a Pivot Table. That's why you need to Refresh the Pivot Table data after you change the source data....So Excel can refresh the Pivot Cache and display the changes. Try this: When creating or editing the Pivot Table.. On Step 3 of 3: Click the [Options] button UNcheck: Save data with table layout UNcheck: Enable drill to details Click the [OK] button (Now there will be no pivot cache associated with the Pivot Table) Then delete the sheet in the workbook that contained the sensitive data and save the file. TEST to make sure I didn't miss anything. Does that help? *********** Regards, Ron XL2002, WinXP " wrote: I have a pivot table that uses employee salary data as the underlying data. I want to send around the pivot table to departments to show them some summarised data, but due the sensitivity on the underlying information want to ensure they can't get to the data. I have tried unchecking the "Enable drill to detail" and even deleting the Data Sheet, however have noticed that if someone goes and checks the option again they have access to the underlying information. Anyway to create the pivot once and detach from the underlying data ? |
#3
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Pivot Table - How to keep data hidden
One more thing....If you're working with an existing file, make sure the
users cannot access the source file...Otherwise, they can just refresh the Pivot Table to get the data. (Excel will remember the most inconvenient things, sometimes.) Another option is to MOVE the original file to the stored link will be invalid. *********** Regards, Ron XL2002, WinXP "Ron Coderre" wrote: Unless you indicate otherwise to Excel, it creates a hidden copy of the source data (the Pivot Cache) when you build a Pivot Table. That's why you need to Refresh the Pivot Table data after you change the source data....So Excel can refresh the Pivot Cache and display the changes. Try this: When creating or editing the Pivot Table.. On Step 3 of 3: Click the [Options] button UNcheck: Save data with table layout UNcheck: Enable drill to details Click the [OK] button (Now there will be no pivot cache associated with the Pivot Table) Then delete the sheet in the workbook that contained the sensitive data and save the file. TEST to make sure I didn't miss anything. Does that help? *********** Regards, Ron XL2002, WinXP " wrote: I have a pivot table that uses employee salary data as the underlying data. I want to send around the pivot table to departments to show them some summarised data, but due the sensitivity on the underlying information want to ensure they can't get to the data. I have tried unchecking the "Enable drill to detail" and even deleting the Data Sheet, however have noticed that if someone goes and checks the option again they have access to the underlying information. Anyway to create the pivot once and detach from the underlying data ? |
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