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Way to display pivot table output in seperate file for emailing/presentation?

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    Way to display pivot table output in seperate file for emailing/presentation?

    Thanks to the outstanding help from this forum I now have a nifty pivot table organizing my data just as I wanted it. I have to report this data weekly. I'd rather not send the whole file, with the source data etc. but just what the pivot table displays. I could just take a screenshot of the table, but my management will want to just highlight and copy into their reports so a screenshot isn't realistic. Any suggestions? I'm a novice at excel so please bear with me

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    Re: Way to display pivot table output in seperate file for emailing/presentation?

    just copy and paste values in a new sheet and email you might need to touch up with the formatting

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    Re: Way to display pivot table output in seperate file for emailing/presentation?

    That's a good idea however I have to add a table and then as you said touch up the formatting. I was hoping there was a way I could copy as it looks now onto a document somehow.

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    Re: Way to display pivot table output in seperate file for emailing/presentation?

    when you say documents do you mean MS Word...yes it can be done and with the format retained except that the numbers would show up left aligned, for which you need to select the column(s) and right align them

    The other option is to uncheck the "Enable Show Details Box" in the Data Tab under Pivot Table Options (right click inside the table to select the options). Once the data is un-linked you can e-mail it as formatted as a PT
    Last edited by jubiesxl; 06-06-2013 at 06:56 PM.

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    Re: Way to display pivot table output in seperate file for emailing/presentation?

    These are excellent suggestions. I was thinking a word doc as originally. But I did not consider that my table is wider than a standard document. It would be super easy if I could copy it into a standalone excel sheet retaining all the formatting. Any ideas how to make that work? I just tried this and it placed my data and I had to do some adjusting for column widths etc., however it would be easiest if I could just copy and paste keeping the table looking as it is. Perhaps that would be too easy and not possible?

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    Re: Way to display pivot table output in seperate file for emailing/presentation?

    Did you try my second option ...perhaps you dont need to copy and paste...when you uncheck the box under Pivot Table Options >> Data Tab >> Uncheck "Enable Show Details Box"

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    Re: Way to display pivot table output in seperate file for emailing/presentation?

    Copy in originating file

    Paste Values in target file then

    Paste Formatting before doing anything else

    Select entire columns which contain report data using program headers

    Double-click on one of the header dividers...

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