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Pivot Tables as a template

  1. #1
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    Pivot Tables as a template

    I receive an Excel workbook every month containing a large of amount of costing data formatted in the same way.
    There is a good opportunity to interrogate this data using Pivot Tables.
    However, I wish to have the same pivot table format effectively as a template and apply it to the workbook in the same way every month. This pivot table would be located in its own workbook.
    Is this possible without having to build the Pivot Table each month using the wizard?

  2. #2
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    Brisbane, Australia
    You can create the pivot on a linked file, using excel as the source and something like "[07Mar01.xls]Days!$A$1:$E$15" as the range. Note that the filename is embedded, so if there's one file and the name doesn't change, that's good.

    More complex if you're using multiple workbooks. There may be a better way, but I'd be tempted to record some code that created your pivot table for you, so you don't need to build it from scratch.

    Once achieved, you could modify the code to prompt for the filename.

    You might come unstuck of the layout of the costing data changes or if the data is in a slightly different place, or if the headings change, so some kind of integrity check would be required


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