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Copy & email pivot table

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    Copy & email pivot table

    MODS >>> I looked for this in the search and didn't find it. If this is asked/answered please point me in that direction and delete this thread.

    I have a schedule spreadsheet. I have a pivot table. I copied the pivot table to a new workbook. I did not copy any data or tabs. I emailed the new workbook thinking that they'd be able to open it and manipulate the pivot table. I thought the data was cached.

    Now I am wondering if it is linked.

    I made a change on my spreadsheet and refreshed the pivot table. Then I closed my spreadsheet and opened the one that only has the pivot table. I refreshed it and the change made in the other workbook appeared.

    Any idea what I did wrong? I'm going to assume that it won't work at the other end if it is linked to my original spreadsheet. The person I am sending it to doesn't need all the data in a big multi tabbed workbook. All they need is the finalized schedule which is a pivot table. But, since the table is still a few hundred rows we want him to be able to expose or hide whatever data suits his need at the moment.

    I wish I would just paste that pivot table into the body of an outlook email and still be able to expand, contract, etc. But I didn't figure that out yet.

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    Cool Re: Copy & email pivot table

    try:
    • copy your PT to another workbook
    • dbl click on Total (last right bottom cell of PT)
    • it will give you a data used for just this PT only
    • create PT from this data
    • delete old PT
    • save&send workbook (Outlook is not excel, yet )

    or if you want him/her to not see source data
    • set sheet with source data as very hidden
    • set password for VBA project
    • then save&send workbook (Outlook is not excel, yet )

    but.... 5 minutes with Google and your password will be broken
    Last edited by sandy666; 05-09-2018 at 07:31 PM.

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    Re: Copy & email pivot table

    Thanks. I will try that tomorrow to see what happens. I do know that the PT will expand and contract at the other end now. I sent it to another person and had them verify that it worked. The I made a change. Then I had them refresh it. They got an error about not being able to find the source data.

    But your advice intrigues me. So I need to see it for myself. Thanks!

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    Re: Copy & email pivot table

    If first way will give you an error try similar:
    • copy your PT to another workbook
    • dbl click on Total (last right bottom cell of PT)
    • it will give you a data used for just this PT only
    • copy this data then paste as values
    • create PT from this data
    • delete old PT
    • save&send workbook

    edit:
    but... with 1st and 3rd case you can work only with just selected data so I suggest 2nd way
    Last edited by sandy666; 05-12-2018 at 12:44 AM.

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