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A user can export a pivot grid to Microsoft Excel 2003 as a read-only file for further analysis as needed. Once exported into Excel, pivot grid columns and rows can still be expanded or pivoted as necessary to provide the required data analysis.

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  1. Open the pivot grid view that you want to export.
  2. Click the

    Export to Excel

    EXCEL icon located in the pivot grid toolbar.


    Export to Excel IconImage Removed
     
  3. Click OK if prompted that some of the elements of your table may not export to Excel (as shown in the figure below).
    • Some of the pivot grid design elements available in the Microsoft Office 2003 pivot grid component differ from the pivot grid features in Microsoft Excel 2003.
      Export to Excel MessageImage Removed
  4. When prompted, specify whether or not you want to enable automatic refresh for this table.
    • If you select Enable automatic refresh, the table will load automatically in Excel.
    • If you select Disable automatic refresh, you need to click the exclamation point (!) icon in the pivot grid toolbar to display the data in Excel.
      Configure Refresh BehaviorImage Removed
  5. The pivot grid loads in Microsoft Excel. Use

     

    Note

    Pivot grid views do not support the automatically refreshment of table data supported in pivot tables.

  6. The pivot grid downloads to your local computer in XLSX format. Open the pivot grid in Microsoft Excel, and use Microsoft Excel's pivot grid features as necessary to further analyze the table's data.
    • For example, you can generate a chart for the pivot grid by clicking the Chart Wizard icon in the toolbar (the second icon from the left).
    • Note that the pivot grid is loaded as a read only file in Microsoft Excel. If you make any changes to the table, save the table as a new file on your computer.
    • Refer to the pivot grid help section in the Microsoft Excel Help documentation for more information on using pivot grids in Excel.
      pivot grid Exported to Excel
  7. Close Microsoft Excel when finished.