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Control user access to your Pivot Tables

by on
in Excel Training,Office Technology

Q. I want to use Pivot Tables in my Excel dashboard, but I don’t want the viewer to easily change anything except the Report Filter selection. How do I do that?

A. You’ll see three buttons, which are probably active (orange), on the top right of the Pivot Table Tools Options contextual tab: Field List, +/- Buttons and Field Headers. Toggle these off by clicking each one.

The only functionality left will be the Report Filter. There aren’t any good ways to totally lock this down inside Excel. An astute user can figure out how to activate those options again.

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