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Sandrinetayli's avatar
Sandrinetayli
Copper Contributor
Oct 18, 2022

Pivot table filters Privacy

Hi, is it possible to lock a filter so when I send a pivot table, the person cannot see the information that is not intended to be seen… example; I have to send an email to 25 team members but I don’...
Excel
Macros and VBA
  • MilletSoftware's avatar
    MilletSoftware
    Oct 23, 2022

    If you need to retain the interactive functionality of a pivot table, you can split the data so that each pivot table is from data "belonging" only to the target employee.

    Alternatively, there are 3rd-party products that can "burst" excel data to individual web pivot tables/charts exported or SFTP uploaded to separate folders. You can secure the output folders (shared folders, SharePoint Folder, or Web folder) using password security.

MilletSoftware's avatar
MilletSoftware
Brass Contributor
Oct 23, 2022

If you need to retain the interactive functionality of a pivot table, you can split the data so that each pivot table is from data "belonging" only to the target employee.

Alternatively, there are 3rd-party products that can "burst" excel data to individual web pivot tables/charts exported or SFTP uploaded to separate folders. You can secure the output folders (shared folders, SharePoint Folder, or Web folder) using password security.

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