About exporting or copying a PivotTable view to Excel or other applications

If you are familiar with Microsoft Excel PivotTable reports and want to work with the data in Excel, there are two ways to accomplish this.

Exporting data to an interactive Excel PivotTable report

To view and modify the contents of a PivotTable view by using Excel, you can export the PivotTable view to Excel.

Preparing for export to Excel   Excel PivotTable reports cannot display detail fields. When you export to Excel, detail fields will be available on the PivotTable toolbar in Excel, but the fields won't be displayed in the report. If you want the Excel PivotTable report to reflect the appearance of the PivotTable view, before you export to an Excel PivotTable report, either move all the fields out of the detail area, or hide detail data for items and cells so that the detail area is not displayed.

After you export   You might notice some differences in your PivotTable view after you export it to Excel. This is because PivotTable views use the Microsoft Office PivotTable Component, and Excel PivotTable reports either do not support certain PivotTable list features, or they implement some features differently. For information about differences between PivotTable lists and Excel PivotTable reports, see Excel Help.

Copying data to another program for noninteractive use

Copying to Microsoft Word or Excel   When you want to work with a snapshot of the data currently displayed in a PivotTable view, you can copy and paste the data into Excel or Word. When you copy the whole PivotTable view to another program, or copy selected parts of the data, the text and values from the PivotTable view become part of your Word document or Excel workbook. No connection is created between the original source data and the copy in the document or workbook, so you won't be able to refresh or update the data that was copied.

Copying to other programs   You can also copy data displayed in a PivotTable view to other programs, such as Microsoft FrontPage. When you copy data to a program other than Excel or Word that does not support the HTML format used by PivotTable views, the data is copied as unformatted text.