Reporting results of pivot table

I have a pivot table that I update each day so that Management can see our
daily order status. Once a month I want to present a portion of that table
to a customer, (his particular orders). I don't want the customer to be able
to pivot the table and see orders other than his. I know I can copy and past
the data into a new worksheet, but that will require doing some re-formatting
each time to adjust column widths, etc.
Once I've copied the sheet pivoted to that customer's information to a new
workbook, how do I keep him from performing the pivot?

--
Julie

Copy the sheet by right clicking on the tab and choosing 'move or copy' and
copy to new book. Then select the entire sheet and copy and paste special
as values and it will break the link.

--
Regards
Ken....................... Microsoft MVP - Excel
Sys Spec - Win XP Pro / XL 97/00/02/03

------------------------------*------------------------------*----------------
It's easier to beg forgiveness than ask permission :-)
------------------------------*------------------------------*----------------


"Julie" <[email protected]> wrote in message
news:[email protected]...
>I have a pivot table that I update each day so that Management can see our
> daily order status. Once a month I want to present a portion of that
> table
> to a customer, (his particular orders). I don't want the customer to be
> able
> to pivot the table and see orders other than his. I know I can copy and
> past
> the data into a new worksheet, but that will require doing some
> re-formatting
> each time to adjust column widths, etc.
> Once I've copied the sheet pivoted to that customer's information to a new
> workbook, how do I keep him from performing the pivot?
>
> --
> Julie

Ken,
I was afraid the answer was going to seem obvious after I read it and it is.
Thank-you so much for a simple and timely answer.
--
Julie


"Ken Wright" wrote:

> Copy the sheet by right clicking on the tab and choosing 'move or copy' and
> copy to new book. Then select the entire sheet and copy and paste special
> as values and it will break the link.
>
> --
> Regards
> Ken....................... Microsoft MVP - Excel
> Sys Spec - Win XP Pro / XL 97/00/02/03
>
> ------------------------------Â*------------------------------Â*----------------
> It's easier to beg forgiveness than ask permission :-)
> ------------------------------Â*------------------------------Â*----------------
>
>
> "Julie" <[email protected]> wrote in message
> news:[email protected]...
> >I have a pivot table that I update each day so that Management can see our
> > daily order status. Once a month I want to present a portion of that
> > table
> > to a customer, (his particular orders). I don't want the customer to be
> > able
> > to pivot the table and see orders other than his. I know I can copy and
> > past
> > the data into a new worksheet, but that will require doing some
> > re-formatting
> > each time to adjust column widths, etc.
> > Once I've copied the sheet pivoted to that customer's information to a new
> > workbook, how do I keep him from performing the pivot?
> >
> > --
> > Julie
>
>
>

Ken,
I responded too quickly this morning to your answer. The problem with doing
what you suggest, is what I referred to in my original question. Paste
special as values does break the link, but it requires re-formatting the
report completely. This report will be done too often to do that each time.
I have to go in and adjust column widths, fonts of various sizes, color fills
and text orientation.

What finally worked is to paste special as format. This creates the report
format with no numbers. Then I did another paste special, this time as
values, and it dropped my data into the format I had just created! Too bad
there isn't an option for "paste special - values and format"

Thanks for leading me in the right direction.

Julie


"Ken Wright" wrote:

> Copy the sheet by right clicking on the tab and choosing 'move or copy' and
> copy to new book. Then select the entire sheet and copy and paste special
> as values and it will break the link.
>
> --
> Regards
> Ken....................... Microsoft MVP - Excel
> Sys Spec - Win XP Pro / XL 97/00/02/03
>
> ------------------------------Â*------------------------------Â*----------------
> It's easier to beg forgiveness than ask permission :-)
> ------------------------------Â*------------------------------Â*----------------
>
>
> "Julie" <[email protected]> wrote in message
> news:[email protected]...
> >I have a pivot table that I update each day so that Management can see our
> > daily order status. Once a month I want to present a portion of that
> > table
> > to a customer, (his particular orders). I don't want the customer to be
> > able
> > to pivot the table and see orders other than his. I know I can copy and
> > past
> > the data into a new worksheet, but that will require doing some
> > re-formatting
> > each time to adjust column widths, etc.
> > Once I've copied the sheet pivoted to that customer's information to a new
> > workbook, how do I keep him from performing the pivot?
> >
> > --
> > Julie
>
>
>

Julie,

After you paste special to values, paste special again to do column widths,
and again to do formatting. These are all options in paste special

"Julie" wrote:

> Ken,
> I responded too quickly this morning to your answer. The problem with doing
> what you suggest, is what I referred to in my original question. Paste
> special as values does break the link, but it requires re-formatting the
> report completely. This report will be done too often to do that each time.
> I have to go in and adjust column widths, fonts of various sizes, color fills
> and text orientation.
>
> What finally worked is to paste special as format. This creates the report
> format with no numbers. Then I did another paste special, this time as
> values, and it dropped my data into the format I had just created! Too bad
> there isn't an option for "paste special - values and format"
>
> Thanks for leading me in the right direction.
>
> Julie
>
>
> "Ken Wright" wrote:
>
> > Copy the sheet by right clicking on the tab and choosing 'move or copy' and
> > copy to new book. Then select the entire sheet and copy and paste special
> > as values and it will break the link.
> >
> > --
> > Regards
> > Ken....................... Microsoft MVP - Excel
> > Sys Spec - Win XP Pro / XL 97/00/02/03
> >
> > ------------------------------Â*------------------------------Â*----------------
> > It's easier to beg forgiveness than ask permission :-)
> > ------------------------------Â*------------------------------Â*----------------
> >
> >
> > "Julie" <[email protected]> wrote in message
> > news:[email protected]...
> > >I have a pivot table that I update each day so that Management can see our
> > > daily order status. Once a month I want to present a portion of that
> > > table
> > > to a customer, (his particular orders). I don't want the customer to be
> > > able
> > > to pivot the table and see orders other than his. I know I can copy and
> > > past
> > > the data into a new worksheet, but that will require doing some
> > > re-formatting
> > > each time to adjust column widths, etc.
> > > Once I've copied the sheet pivoted to that customer's information to a new
> > > workbook, how do I keep him from performing the pivot?
> > >
> > > --
> > > Julie
> >
> >
> >

No, you have misread my note. When I said copy the worksheet, I meant right
click on the tab and choose move or copy, and tick the copy option and
choose 'new workbook' as the target.

This creates a carbon copy of your sheet, formatting and all. then select
that entire sheet and copy and paste special as values in situ. Sheet is
formatted correctly and links are broken.

Regards
Ken.......................


"Julie" <[email protected]> wrote in message
news:[email protected]...
> Ken,
> I responded too quickly this morning to your answer. The problem with
> doing
> what you suggest, is what I referred to in my original question. Paste
> special as values does break the link, but it requires re-formatting the
> report completely. This report will be done too often to do that each
> time.
> I have to go in and adjust column widths, fonts of various sizes, color
> fills
> and text orientation.
>
> What finally worked is to paste special as format. This creates the
> report
> format with no numbers. Then I did another paste special, this time as
> values, and it dropped my data into the format I had just created! Too
> bad
> there isn't an option for "paste special - values and format"
>
> Thanks for leading me in the right direction.
>
> Julie
>
>
> "Ken Wright" wrote:
>
>> Copy the sheet by right clicking on the tab and choosing 'move or copy'
>> and
>> copy to new book. Then select the entire sheet and copy and paste
>> special
>> as values and it will break the link.
>>
>> --
>> Regards
>> Ken....................... Microsoft MVP - Excel
>> Sys Spec - Win XP Pro / XL 97/00/02/03
>>
>> ------------------------------*------------------------------*----------------
>> It's easier to beg forgiveness than ask permission :-)
>> ------------------------------*------------------------------*----------------
>>
>>
>> "Julie" <[email protected]> wrote in message
>> news:[email protected]...
>> >I have a pivot table that I update each day so that Management can see
>> >our
>> > daily order status. Once a month I want to present a portion of that
>> > table
>> > to a customer, (his particular orders). I don't want the customer to
>> > be
>> > able
>> > to pivot the table and see orders other than his. I know I can copy
>> > and
>> > past
>> > the data into a new worksheet, but that will require doing some
>> > re-formatting
>> > each time to adjust column widths, etc.
>> > Once I've copied the sheet pivoted to that customer's information to a
>> > new
>> > workbook, how do I keep him from performing the pivot?
>> >
>> > --
>> > Julie
>>
>>
>>