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#1
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Reporting results of pivot table
I have a pivot table that I update each day so that Management can see our
daily order status. Once a month I want to present a portion of that table to a customer, (his particular orders). I don't want the customer to be able to pivot the table and see orders other than his. I know I can copy and past the data into a new worksheet, but that will require doing some re-formatting each time to adjust column widths, etc. Once I've copied the sheet pivoted to that customer's information to a new workbook, how do I keep him from performing the pivot? -- Julie |
#2
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Reporting results of pivot table
Copy the sheet by right clicking on the tab and choosing 'move or copy' and
copy to new book. Then select the entire sheet and copy and paste special as values and it will break the link. -- Regards Ken....................... Microsoft MVP - Excel Sys Spec - Win XP Pro / XL 97/00/02/03 ------------------------------*------------------------------*---------------- It's easier to beg forgiveness than ask permission :-) ------------------------------*------------------------------*---------------- "Julie" wrote in message ... I have a pivot table that I update each day so that Management can see our daily order status. Once a month I want to present a portion of that table to a customer, (his particular orders). I don't want the customer to be able to pivot the table and see orders other than his. I know I can copy and past the data into a new worksheet, but that will require doing some re-formatting each time to adjust column widths, etc. Once I've copied the sheet pivoted to that customer's information to a new workbook, how do I keep him from performing the pivot? -- Julie |
#3
Posted to microsoft.public.excel.worksheet.functions
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Reporting results of pivot table
Ken,
I was afraid the answer was going to seem obvious after I read it and it is. Thank-you so much for a simple and timely answer. -- Julie "Ken Wright" wrote: Copy the sheet by right clicking on the tab and choosing 'move or copy' and copy to new book. Then select the entire sheet and copy and paste special as values and it will break the link. -- Regards Ken....................... Microsoft MVP - Excel Sys Spec - Win XP Pro / XL 97/00/02/03 ------------------------------Â*------------------------------Â*---------------- It's easier to beg forgiveness than ask permission :-) ------------------------------Â*------------------------------Â*---------------- "Julie" wrote in message ... I have a pivot table that I update each day so that Management can see our daily order status. Once a month I want to present a portion of that table to a customer, (his particular orders). I don't want the customer to be able to pivot the table and see orders other than his. I know I can copy and past the data into a new worksheet, but that will require doing some re-formatting each time to adjust column widths, etc. Once I've copied the sheet pivoted to that customer's information to a new workbook, how do I keep him from performing the pivot? -- Julie |
#4
Posted to microsoft.public.excel.worksheet.functions
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Reporting results of pivot table
Ken,
I responded too quickly this morning to your answer. The problem with doing what you suggest, is what I referred to in my original question. Paste special as values does break the link, but it requires re-formatting the report completely. This report will be done too often to do that each time. I have to go in and adjust column widths, fonts of various sizes, color fills and text orientation. What finally worked is to paste special as format. This creates the report format with no numbers. Then I did another paste special, this time as values, and it dropped my data into the format I had just created! Too bad there isn't an option for "paste special - values and format" Thanks for leading me in the right direction. Julie "Ken Wright" wrote: Copy the sheet by right clicking on the tab and choosing 'move or copy' and copy to new book. Then select the entire sheet and copy and paste special as values and it will break the link. -- Regards Ken....................... Microsoft MVP - Excel Sys Spec - Win XP Pro / XL 97/00/02/03 ------------------------------Â*------------------------------Â*---------------- It's easier to beg forgiveness than ask permission :-) ------------------------------Â*------------------------------Â*---------------- "Julie" wrote in message ... I have a pivot table that I update each day so that Management can see our daily order status. Once a month I want to present a portion of that table to a customer, (his particular orders). I don't want the customer to be able to pivot the table and see orders other than his. I know I can copy and past the data into a new worksheet, but that will require doing some re-formatting each time to adjust column widths, etc. Once I've copied the sheet pivoted to that customer's information to a new workbook, how do I keep him from performing the pivot? -- Julie |
#5
Posted to microsoft.public.excel.worksheet.functions
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Reporting results of pivot table
Julie,
After you paste special to values, paste special again to do column widths, and again to do formatting. These are all options in paste special "Julie" wrote: Ken, I responded too quickly this morning to your answer. The problem with doing what you suggest, is what I referred to in my original question. Paste special as values does break the link, but it requires re-formatting the report completely. This report will be done too often to do that each time. I have to go in and adjust column widths, fonts of various sizes, color fills and text orientation. What finally worked is to paste special as format. This creates the report format with no numbers. Then I did another paste special, this time as values, and it dropped my data into the format I had just created! Too bad there isn't an option for "paste special - values and format" Thanks for leading me in the right direction. Julie "Ken Wright" wrote: Copy the sheet by right clicking on the tab and choosing 'move or copy' and copy to new book. Then select the entire sheet and copy and paste special as values and it will break the link. -- Regards Ken....................... Microsoft MVP - Excel Sys Spec - Win XP Pro / XL 97/00/02/03 ------------------------------Â*------------------------------Â*---------------- It's easier to beg forgiveness than ask permission :-) ------------------------------Â*------------------------------Â*---------------- "Julie" wrote in message ... I have a pivot table that I update each day so that Management can see our daily order status. Once a month I want to present a portion of that table to a customer, (his particular orders). I don't want the customer to be able to pivot the table and see orders other than his. I know I can copy and past the data into a new worksheet, but that will require doing some re-formatting each time to adjust column widths, etc. Once I've copied the sheet pivoted to that customer's information to a new workbook, how do I keep him from performing the pivot? -- Julie |
#6
Posted to microsoft.public.excel.worksheet.functions
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Reporting results of pivot table
No, you have misread my note. When I said copy the worksheet, I meant right
click on the tab and choose move or copy, and tick the copy option and choose 'new workbook' as the target. This creates a carbon copy of your sheet, formatting and all. then select that entire sheet and copy and paste special as values in situ. Sheet is formatted correctly and links are broken. Regards Ken....................... "Julie" wrote in message ... Ken, I responded too quickly this morning to your answer. The problem with doing what you suggest, is what I referred to in my original question. Paste special as values does break the link, but it requires re-formatting the report completely. This report will be done too often to do that each time. I have to go in and adjust column widths, fonts of various sizes, color fills and text orientation. What finally worked is to paste special as format. This creates the report format with no numbers. Then I did another paste special, this time as values, and it dropped my data into the format I had just created! Too bad there isn't an option for "paste special - values and format" Thanks for leading me in the right direction. Julie "Ken Wright" wrote: Copy the sheet by right clicking on the tab and choosing 'move or copy' and copy to new book. Then select the entire sheet and copy and paste special as values and it will break the link. -- Regards Ken....................... Microsoft MVP - Excel Sys Spec - Win XP Pro / XL 97/00/02/03 ------------------------------*------------------------------*---------------- It's easier to beg forgiveness than ask permission :-) ------------------------------*------------------------------*---------------- "Julie" wrote in message ... I have a pivot table that I update each day so that Management can see our daily order status. Once a month I want to present a portion of that table to a customer, (his particular orders). I don't want the customer to be able to pivot the table and see orders other than his. I know I can copy and past the data into a new worksheet, but that will require doing some re-formatting each time to adjust column widths, etc. Once I've copied the sheet pivoted to that customer's information to a new workbook, how do I keep him from performing the pivot? -- Julie |
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