• Pivot table question (Excel 2003)

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    #435405

    My preferred method has been to create a pivot table, then use the ctrl key to drag a new tab and change the pivot table in the new tab around for a different view of the report. On one such set, I grouped row element vendors to higher levels. Now, I think I see that on the other pivot tables as well: they don’t seem to be as I left them. Is it correct to say that the grouping is being replicated on those other worksheets, even though I don’t want that to happen? Is the solution to create new PTs each time? Thanks

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    • #1028990

      If I understand what you are saying, I think you must create separate pivot tables and ensure that they have separate caches.

      Steve

      • #1029089

        Ok, thanks. Would disabling drilldown help keep file size down in that situation, or that doesn’t really affect ultimate file size?

        • #1029614

          Have you tried blocking the pivot table, then copying and pasting? I do this quite frequently and this method allows me to change one of the fields in the copied version without affecting the original. Sometimes for small pivot tables I copy and paste on the same sheet, other times if the pivot table is larger, I paste onto a new sheet.
          eg. for a small one, I want to see costs for all accounts, new accounts and old accounts. New and old should add up to all. I put the three pivots on the same page and can print a copy of the results. If I change branches on all 3, I can still get the information I need without worrying that changes to one Pivot table will affect the others.

          • #1029982

            By blocking I assume you mean Select/Entire Table and then Copy/ paste it somewhere. Sounds like what I want to do. I’ll give it a test. Thanks.

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