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How do I save Pivot Table Data
Hello,
I have created a Pivot Table in a Excel 2007 Template which uses the data from an Access 2007 table. In my Connection Properties I have all the "Refresh Controls" unchecked. Every month the Access table is updated with new data. We want to keep a snap shot of the data for each month. Is there an easy way to save the Pivot Table where it keeps the data but not the connection so it can't accidently be "refreshed" AND it can still be used/viewed as a Pivot Table? The people who will be saving this are not experienced Excel Users. I have tried to Save As it as the various Excel formats but they all seem to allow refresh. -- Nancy |
#2
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How do I save Pivot Table Data
A bit out of my comfort zone here, but couldn't you select the pivot table,
and then do copy and then paste values. It works if you want to stop formulas updating and just need the results as a record. "webeinky" wrote in message ... Hello, I have created a Pivot Table in a Excel 2007 Template which uses the data from an Access 2007 table. In my Connection Properties I have all the "Refresh Controls" unchecked. Every month the Access table is updated with new data. We want to keep a snap shot of the data for each month. Is there an easy way to save the Pivot Table where it keeps the data but not the connection so it can't accidently be "refreshed" AND it can still be used/viewed as a Pivot Table? The people who will be saving this are not experienced Excel Users. I have tried to Save As it as the various Excel formats but they all seem to allow refresh. -- Nancy |
#3
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How do I save Pivot Table Data
Steve,
Thank you for your speedy reply. I have tried that, the problem with it is you loose the formatting as a pivot table and the ablility to easily change what you are viewing such as moving around your Row Labels to change how you are veiwng the data. -- Nancy "steve" wrote: A bit out of my comfort zone here, but couldn't you select the pivot table, and then do copy and then paste values. It works if you want to stop formulas updating and just need the results as a record. "webeinky" wrote in message ... Hello, I have created a Pivot Table in a Excel 2007 Template which uses the data from an Access 2007 table. In my Connection Properties I have all the "Refresh Controls" unchecked. Every month the Access table is updated with new data. We want to keep a snap shot of the data for each month. Is there an easy way to save the Pivot Table where it keeps the data but not the connection so it can't accidently be "refreshed" AND it can still be used/viewed as a Pivot Table? The people who will be saving this are not experienced Excel Users. I have tried to Save As it as the various Excel formats but they all seem to allow refresh. -- Nancy . |
#4
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How do I save Pivot Table Data
Ok, Just a thought, couldn't you create a copy of your "data table" and
copy/paste values of that to a Library sheet, and then create your Pivot table from that static data. Regards Steve "webeinky" wrote in message ... Steve, Thank you for your speedy reply. I have tried that, the problem with it is you loose the formatting as a pivot table and the ablility to easily change what you are viewing such as moving around your Row Labels to change how you are veiwng the data. -- Nancy "steve" wrote: A bit out of my comfort zone here, but couldn't you select the pivot table, and then do copy and then paste values. It works if you want to stop formulas updating and just need the results as a record. "webeinky" wrote in message ... Hello, I have created a Pivot Table in a Excel 2007 Template which uses the data from an Access 2007 table. In my Connection Properties I have all the "Refresh Controls" unchecked. Every month the Access table is updated with new data. We want to keep a snap shot of the data for each month. Is there an easy way to save the Pivot Table where it keeps the data but not the connection so it can't accidently be "refreshed" AND it can still be used/viewed as a Pivot Table? The people who will be saving this are not experienced Excel Users. I have tried to Save As it as the various Excel formats but they all seem to allow refresh. -- Nancy . |
#5
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How do I save Pivot Table Data
Steve,
Thanks for another good idea. I was trying to avoid that, if possible, each month have over 75,000 records that would need to be saved. -- Nancy "steve" wrote: Ok, Just a thought, couldn't you create a copy of your "data table" and copy/paste values of that to a Library sheet, and then create your Pivot table from that static data. Regards Steve "webeinky" wrote in message ... Steve, Thank you for your speedy reply. I have tried that, the problem with it is you loose the formatting as a pivot table and the ablility to easily change what you are viewing such as moving around your Row Labels to change how you are veiwng the data. -- Nancy "steve" wrote: A bit out of my comfort zone here, but couldn't you select the pivot table, and then do copy and then paste values. It works if you want to stop formulas updating and just need the results as a record. "webeinky" wrote in message ... Hello, I have created a Pivot Table in a Excel 2007 Template which uses the data from an Access 2007 table. In my Connection Properties I have all the "Refresh Controls" unchecked. Every month the Access table is updated with new data. We want to keep a snap shot of the data for each month. Is there an easy way to save the Pivot Table where it keeps the data but not the connection so it can't accidently be "refreshed" AND it can still be used/viewed as a Pivot Table? The people who will be saving this are not experienced Excel Users. I have tried to Save As it as the various Excel formats but they all seem to allow refresh. -- Nancy . . |
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