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Edit a PivotTable form

Note  A PivotTable form is different from a form that is opened in PivotTable view. You cannot create PivotTable forms in Microsoft Access 2002 or later. Instead, you can open an existing form in PivotTable view and build the layout of the view, or use the PivotTable wizard to help you design the PivotTable view for a new form.

Because a PivotTable form is an embedded Microsoft Excel object, you modify it by going to the Microsoft Access form where the PivotTable object is embedded, and then starting and using Microsoft Excel to edit the data.

1. Open the PivotTable form in Form view.
2. Click the Edit PivotTable Object button.

   Note  If you prefer to use in-place editing instead of editing the PivotTable form in a separate Microsoft Excel window, point to Worksheet Object on the Edit menu in Microsoft Access, and then click Edit.

3. On the Data menu in Microsoft Excel, click Refresh Data.
4. Make the changes you want to the PivotTable form.

   Note  For help on specific ways you can modify or otherwise work with the PivotTable form, use Microsoft Excel Help.

5. When you're done editing the PivotTable form, click Exit on the File menu in Microsoft Excel.

Notes

• If you don't find the answer you need in the Microsoft Excel Help topics, you can use Microsoft Access Help when the PivotTable form is open in Form view in Microsoft Access. If you're using in-place editing, you must first click any place on the Access form outside the PivotTable object to get Microsoft Access Help.
• The source data that the PivotTable form uses isn't automatically saved with the PivotTable form.