Pivot Format Locking

[dcaylor8]

I started a job where a weekly cash update spreadsheet is reported to corporate by one of it's entities. The worksheet has a column for every day of the week with the top section for cash receipts and the bottom for payments. It is very cumbersome. So, I created a data table for the entity to update that pulls into a pivot that summarizes the data. I left blanks in the table for new data to be entered every week. I had to hide the blanks on the pivot along with some other preferential changes to the table. However, once I received the next weeks data from the entity, the pivot looked changed and it didn't tie to the data. So, I recreated the pivot vs just refreshing it. Is there any way to lock a pivot so that you can refresh it but saves the integrity of all the formatting changes so that others can't change it? Thanks!

 

[Cyberpunk001]

Hi Dcaylor8,

Right click anywhere on pivot table, click on pivot table options, in the layout and format tab, click "preserve formatting on update"
Also if you created your own format of a pivot table in the design section of pivot table tools, by using "duplicate", right click on your design, choose "apply and maintain formatting".

 

[dcaylor8]

Hi Dcaylor8,

Right click anywhere on pivot table, click on pivot table options, in the layout and format tab, click "preserve formatting on update"
Also if you created your own format of a pivot table in the design section of pivot table tools, by using "duplicate", right click on your design, choose "apply and maintain formatting".

Thank you so much! You rock!