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Save a copy of a PivotTable form's data

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.

If you know that you'll need to edit a PivotTable form later on when you won't have access to the data, save a copy of the data with the PivotTable form.

1. Open the PivotTable form in Form view.
2. Click the Edit PivotTable Object button.
3. On the Data menu in Microsoft Excel, click Refresh Data.
4. On the Data menu, click PivotTable and PivotChart Report to restart the PivotTable Wizard.
5. Click Options.
6. Under Data Source Options, make sure Save Data With Table Layout is selected.
7. Click OK.
8. Click Finish.
9. Continue working with the PivotTable form, or close it and return to the form in Microsoft Access by clicking Close & Return To Pivot Form on the Microsoft Excel File menu.

Notes

• Saving the data can significantly increase the size of the form, so make sure that you have enough disk space available.

• The changes you make to data saved with a PivotTable form apply only to that PivotTable form; they don't affect data in the underlying table.