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Fwd: Working with different Pivot Table formats in Office Excel

 

Important information regarding Excel Pivot Tables set up and Excel
versions:

(Thanks Crizelle)

---------- Forwarded message ----------
From: Crizelle Nel <crizellenel@xxxxxxxxx>
Date: 19 April 2012 18:34
Subject: Working with different Pivot Table formats in Office Excel
To: "hispadmin@hisp. org" <hispadmin@xxxxxxxx>, dhis14@xxxxxxxxx


Hi everyone,

Please take note of the following w.r.t pivot table compatibility between
the various versions of Office:

(1) If Office 2003 is used to create a pivot table (in .xls format), then
that pivot will be fully functional in Office 2003, 2007 and 2010.

(2) If Office 2007 or Office 2010 is used to create a new pivot table, then
that pivot table will be fully functional in both Office 2007 or 2010,
irrespective whether it was saved as an Excel Workbook [.xlsx], an Excel
Makro-Enabled Workbook [.xlsm] or an Excel 97-2003 Workbook [.xls].

(3) If a pivot table that was created in Office 2007 or Office 2010 was
saved as an Excel 97-2003 Workbook [.xls], it becomes Read-Only and loses
it's pivot functionality when it is opened in Office 2003. This is because
it is opened in Compatibility Mode.

(4) If a pivot table that was created in Office 2003 (in .xls format) is
opened in Office 2007 or 2010 and is then saved as an Excel 97-2003
Workbook [.xls], it will still be fully functional when opened in Office
2003.

(5) If a pivot table that was created in Office 2003 (in .xls format) is
opened in Office 2007 or 2010 and is then saved as an Excel Workbook
[.xlsx] or an Excel Makro-Enabled Workbook [.xlsm], it will only be
functional in Office 2007 and Office 2010.

*
In summary:*

** If you want to create a pivot table that can be used in Office 2003 then
the pivot needs to be created using Office 2003.
* If you want to create a pivot that can be used in Office 2007 or Office
2010 then it can be created in Office 2003, 2007 or 2010.*


For more detailed information about this topic, open Excel, click the Excel
Help button and search for and read the article on *Working with different
PivotTable formats in Office Excel**.*

 --
Regards,
Crizelle Nel
Health Information Systems Programme (HISP) Software Development Team

Email:  crizellenel@xxxxxxxxx
Cell:     084 580 3342
Fax:     0866 509 502
Web:    http://www.hisp.org/