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Can we schedule(mail) a pivot table

It will be very useful if we have the option to schedule a pivot table and mail them. It will be easy for the people to check the status.

2 answers

1 vote

You can use the Better Excel Exporter app to create pivot tables and pivot charts, and you can automate this using the Better Excel Automation app.

(You have not mentioned how you create pivot tables currently. Are you using the 2D report gadget for that? Or something else?)

0 votes
Ignacio Pulgar Community Leader Mar 22, 2019

Hi Kiran,

That's doable by subscribing to a saved filter with the columns (fields) you want to be emailed:

Look at the subscription section.

Hope it helps.

We cannot get the same structure (pivot, header with overall summary) and also I think  we don't get all columns...   

Ignacio Pulgar Community Leader Mar 22, 2019

Oh, I see. Then Aron's approach would answer this question much better than mine 😊

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