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Excel Tip – Unlink A Pivot Table From Its Data Source
Pivot tables are undoubtedly one of the best features of Microsoft Excel, but sharing them can become quite difficult as the file size increases, so it’s not always possible to send a file without compressing it or sending it through a transfer program.
You may not always want to share your source data confidentially. To share summary data, you need to disconnect your Pivot from the data source somehow. Unfortunately, there is no break linking function in Excel, but the same result can be achieved with a few extra steps.
So, if you have a formatted Pivot and are happy with both the presentation and level of analysis, we can use the very flexible Paste Special command with the Value command.
1. First select the pivot table cells and press CTRL+C to copy the range or you can use the Ribbon command by selecting any cell in the table and then

On the Pivot Table tab – select Options

In the Actions group, click Select

Select the entire Pivot
If this option is not available, you need to turn on the Enable option.

Select a cell in the table

On the Pivot Table tab – select Options

In the Actions group, click Select

Check if Enable is ON or Off, make sure it is ON
2. Once the table is selected, display the Paste Special dialog box. Pressing Alt+ES is a shortcut and works for all versions of Excel
3. In the Paste Special dialog box, select the Values option and click OK.
The pivot table is now disconnected, but if you’re using Excel 2007 or Excel 2010, the fancy pivot tablestyle formatting is gone, and we need to get it back, which we can do with two additional steps.
4. Display the Office clipboard. For Excel 2007 and 2010, click the dialog box launcher icon in the Home group – Clipboard in the lower right corner.
5. With the unlinked pivot selected, click the item on the Office clipboard that corresponds to the pivot table copy action. This is the last item unless you copied something else after the last operation.
The PivotTable is now disconnected from this data source, but retains all of its original formatting. Now you can share summary data with the look and feel of raw data quite easily, without the hassle of data sources and file size.
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