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

Posted on: 09/06/2022

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 Trainer (MCT) and works as a full-time Trainer at BakerHostetler - one of the largest law firms in the US. Chris runs a YouTube channel with 900+ technology videos that cover various tools such as Excel, Word, Zoom, Teams, Gmail, Copilot, Google Calendar, and Outlook. To date, the channel has helped over 20 million viewers. Menard also does 2 to 3 public speaking events yearly, 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.