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  • 1.  Sharing Pivot Table - once you've setup a pivot ta

    Posted 01-21-2013 11:01
    Sharing Pivot Table - once you've setup a pivot table using an MS Query as the connection, how do you go about sharing this among multiple users and keep the pivot table and it's data source from being changed? I'd like to put it in a public folder, under the My Tasks tab in MAS, unless someone has another way to share this. Do you make the pivot table into a template? What about the data connection, does every user have to have this in their Excel folders?


  • 2.  RE: Sharing Pivot Table - once you've setup a pivot ta

    Posted 01-21-2013 11:05
    Are you keeping the query live or did you just pull the data into a details tab and using that as the pivot source?


  • 3.  RE: Sharing Pivot Table - once you've setup a pivot ta

    Posted 01-21-2013 11:07
    Keeping it live, unless what you suggest is a better way to go.


  • 4.  RE: Sharing Pivot Table - once you've setup a pivot ta

    Posted 01-21-2013 11:21
    Do the multiple users have access to MAS? If not, just put it out there for them. It will bomb if they try to refresh as they don't have MAS PW""s. If they do, then make a copy of the file, then delete the query in the copy. Publish the copy. The third way is to save the query to the local C: drive, then use the query to generate the details. Then publish the spreadsheet on network. The users don't have access to the query on the local drive so they won't be able to access and update the details. When you do want to update it, just use the original spreadsheet which should be able to see the query on the local drive.


  • 5.  RE: Sharing Pivot Table - once you've setup a pivot ta

    Posted 01-21-2013 12:32
    The users have access to MAS. I'll take the route of publishing and updating when needed. Thank you @JeffSchwenk.