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pivot table reports and drop down menus

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  1. #1
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    pivot table reports and drop down menus

    Hello. I have an excel spreadsheet that I use to create pivot table reports. Once the reports are refreshed they are copied to a new workbook to send to each individual salesperson to evaluate. The problem I am having is the drop down menus that are originally in the reports before copying to a new work book are lost once they are moved to a new workbook. I understand that this is because the cell reference is in the original workbook but is there a way to have these drop downs stay in the work sheet?

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    Forum Guru DonkeyOte's Avatar
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    Re: pivot table reports and drop down menus

    edit: assuming you mean Pivot Filters...

    Realistically I think you would need to copy the Pivot table - at which point you might have confidentiality issues re: drill through ?

    If that's the case you might consider a process along the lines of:

    http://www.excelforum.com/2448418-post2.html

    Note however the above code was re: 2010 - if interested we can look to adapt.

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    Re: pivot table reports and drop down menus

    Not a pivot table filter. The column I am referring to contains a status of an estimate which are won, open or lost in the main database. On the report it is obviously whatever has been selected and the ideal situation is when the new file is created and sent to the sales person the will have the same three selections to pick from a drop down menu vs having to type it in. I'm thinking it cant be done since it is a pivot table report but I am new to pivot tables.

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    Forum Guru DonkeyOte's Avatar
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    Re: pivot table reports and drop down menus

    I think you will need to post a sample to better illustrate (dummy anything confidential obviously)

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