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Excel Selectively hiding data

Excel Selectively hiding data

Excel Selectively hiding data

This question is actually for a colleague (really!).

Let's assume we have a worksheet [Sales Data] with sales data for all sales people and then one or more other sheets with pivot tables for analyzing the sales data. My colleague would like to:
  • Filter the pivot tables for a particular salesperson
  • Lock down the file so the filters can't be changed
  • Email the locked down Excel file to the salesperson
The salesperson should not be able to see the [Sales Data] or pivot data for others.

Is there a recommended process for this? I suggest code that would delete the other salespersons' data, refresh the pivot tables, and save the file with a name that identifies the salesperson. Are there better alternatives that could be implemented with hiding, locking, etc?

Hook'D on Access
MS Access MVP 2001-2016

RE: Excel Selectively hiding data

I would say:
  • Do what you want to the Excel file
  • Save it as PDF
  • Email PDF to the salesperson

Have fun.

---- Andy

There is a great need for a sarcasm font.

RE: Excel Selectively hiding data

If you need fully functional excel file but "The salesperson should not be able to see the [Sales Data] or pivot data for others.", I would split raw data and workbook for the salesman.
The idea:
1. keep complete data in separate workbook (or admin workbook with complete data and pivot tables),
2. make a copy of the workbook, instead of [Sales Data} create link to complete admin data with filtered salesperson,
3. break link and refresh pivot tables in user's workbook.
If source data are in structured tables, there is no need to update rsize of source data range.


RE: Excel Selectively hiding data

Thanks combo. I think your suggestion meets all of the requirements.

Hook'D on Access
MS Access MVP 2001-2016

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