I’ve never done much work with groups in PivotTables but I have used PivotTables a lot. One thing I like do is make a simple PivotTable and chart and copy this sheet multiple times, editing as appropriate. I then link charts in Word to the data in Excel. This makes it easy to go back and make modifications

I’ve been working on a sheet this morning and, to my horror, have discovered that my previous efforts are being altered as I update subsequent efforts. It’s a bit like that scene in Labyrinth where Sarah discovers her lipstick marks have been changed. Of course, when you are working on lots of charts your memory plays tricks on you so I had to actually CHECK that this was really happening.

It really was.

A quick Google reveals that:

To help improve performance and reduce the size of your workbook, Excel automatically shares the PivotTable data cache between two or more PivotTable reports that are based on the same cell range or data connection

Usually this isn’t a problem unless you use, for example, grouping. In that case it does the grouping in the shared cache, thereby updating all your previous tables and charts. “Your mother is a fragging aardvark,” indeed!

This article explains how to unshare the cache┬ábut I don’t want a separate cache for each chart so I’ll settle for unlinking and embedding the charts in Word instead.

Leave a Reply

Your email address will not be published. Required fields are marked *