Hello,
I've set up a Pivot table referencing a Jet Reports generated table as a data source in the same Excel file.
Problem: this is a file that I need to copy a few times a month. When I copy the file, the Pivot table wants to connect to the Jet Reports generated table in the original Excel file. When actually, it should connect to the Jet Reports generated table in the copied/ the same Excel file.
Any ideas?
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Jet Reports Historic Posts Hello.
To the best of my knowledge this is a function of Excel and not Jet and the expected behavior. I may not be understanding your question correctly so if I am answering incorrectly let me know and I can try again.
If I open a new Excel document and type in some information into a table I can then use that table to create a pivot table to summarize the data. If I copy the pivot table from one Excel document to a new Excel document then the data source remains the same and references the first document as that is where the table (data) is located.
If I take the first file, copy and rename it then edit the file, it references the table inside the new file. This is because I copied the entire file which includes the data source for the pivot table.
Hope this helps. I think if you copy the entire file it will resolve your problem. -
Jet Reports Historic Posts If I take the first file, copy and rename it then edit the file, it references the table inside the new file. This is because I copied the entire file which includes the data source for the pivot table.
Dear Jason,
Thank you for the answer. Your technique works fine when you create a table and type in some information.
My problem is that the table I use is an externally (by Jet) generated table from NAV. Then it doesn't work when copying the entire file. -
Jet Reports Historic Posts Hi Upload.
As long as you are in the network and have Jet Reports installed on your workstation then when the report opens it should refresh with the data source.
If however you don't have Jet Reports or are just copying part of the report I could see how this would be a problem.
If they save the report as Values will it correct the problem?
To change the report to save as values instead of the Jet function just open the report in Design mode, add the Jet keyword "+Values" and see if it works. Below is a KB article on how to do this:
http://kb.jetreports.com/article/AA-00505/0/Introducing-Report-Viewers.html
Jason
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