Excel - Share a PivotTable without the Source Data or Underlying Data

Posted on: 09/06/2022 Excel - Share a PivotTable without the Source Data or Underlying Data

When you share a PivotTable in Excel, even if you delete the data source worksheet, the data source is still attached to the PivotTable.It is called PivotTable cache. It is possible to share PivotTable results without the underlying data. You need to use Paste Special along with Paste Formats.

Outlook articles

YouTube video

Chapters

0:00 Intro
0:13 Delete the data tab
0:52 Show data
1:44 Copy, Paste Values and Paste Format
2:40 Summary

Steps to share a PivotTable without the Source Data

You can't copy and paste a PivotTable to a new file. The underlying souce can be seen by double clicking the total in the PivotTable.

Select the entire PivotTable by clicking the PivotTable Analyze tab, cilck Select, and click Entire PivotTable.

Next, Copy the selection.

Create a new file (CTRL + N).

Paste Values, and then Paste Formats.

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Chris Menard

Chris Menard is a Microsoft Certified Trainer (MCT) and Microsoft Most Valuable Professional (MVP). Chris works as a Senior Trainer at BakerHostetler - one of the largest law firms in the US. Chris runs a YouTube channel featuring over 900 technology videos that cover various apps, including Excel, Word, PowerPoint, Zoom, Teams, Coilot, and Outlook. To date, the channel has had over 25 million views. Menard also participates in 2 to 3 public speaking events annually, presenting at the Administrative Professional Conference (APC), the EA Ignite Conference, the University of Georgia, and CPA conferences. You can connect with him on LinkedIn at https://chrismenardtraining.com/linkedin or watch his videos on YouTube at https://chrismenardtraining.com/youtube.