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- Create a template file containing data markers, each with their own column heading (see How To Use Templates). Do not create any of the PivotTables yet.
!Data Markers.png!
# In Excel 2003: Use Microsoft Excel's PivotTable and PivotChart Report Wizard to create a PivotTable referencing the range of cells containing the column headings and data markers.
!PivotTableWizard.png!
*In Excel 2007 or above:* Use the Ribbon controls (in Excel 2007 and beyond) to create a PivotTable referencing the range of cells containing the column headings and data markers.
!PivotTableRibbon.png!
# Specify the initial layout and field formatting for the PivotTable. Place the PivotTable in any worksheet you desire. (See the Excel documentation for more details about creating your PivotTable.)
# In Excel 2003: Before clicking "Finish" in the Wizard, click the "Options" button and make sure that "Refresh on open" is checked.
!RefreshOnOpen2003.png!
*In Excel 2007 or above:* After creating the Pivot Table, right-click on the table and select "PivotTable Options". Click on the Data tab and make sure that "Refresh data on opening the file" is checked.
!RefreshOnOpen2007Also, make sure to select None from the Number of items to retain per field
!PT_DataOptions_New.png!
# In your newly created PivotTable, you will now see the data markers. Data markers in the pivot table will be ignored by ExcelWriter, which will instead update the data source.
!Finished Table.png!
# Repeat steps 2 through 5 for every PivotTable you wish to create. Finish creating your template file and save it in the location on your server which will be accessed by your ExcelWriter script.Scrollbar