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.

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

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

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.

Select the entire PivotTable

Select the entire PivotTable

Next, Copy the selection.

Create a new file (CTRL + N).

Paste Values, and then Paste Formats.

 

Paste Values and Paste Formats

Paste Values and Paste Formats

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Chris Menard

Chris Menard is a Microsoft Certified Trainer (MCT) and is employed full-time as a Trainer for BakerHostetler, one of the nation’s largest law firms. Menard has a YouTube channel with over 800 technology videos covering Excel, Word, Zoom, Teams, Outlook, Gmail, Google Calendar, and other resources that over 12 million viewers have appreciated. Menard also does public speaking at conferences for CPAs and Administrative Professionals. Connect with Chris on LinkedIn at chrismenardtraining.com/linked or on YouTube at chrismenardtraining.com/youtube

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