Working with different Pivot Table formats in Office Excel

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

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(Thanks Crizelle)

---------- Forwarded message ----------

From: Crizelle Nel crizellenel@gmail.com

Date: 19 April 2012 18:34
Subject: Working with different Pivot Table formats in Office Excel
To: “hispadmin@hisp. org” hispadmin@hisp.org, dhis14@hisp.info

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@gmail.com

Cell: 084 580 3342

Fax: 0866 509 502
Web: http://www.hisp.org/