How to Hide Source Data in an Excel Pivot Table (With Easy Steps)

We have a dataset containing the company’s customer information about payment methods and amounts. We will create a pivot table from this dataset and hide the source data.

Step by Step Procedures to Hide Source Data in Excel Pivot Table


Step 1: Create an Excel Pivot Table

  • Select the range B4:E8.
  • Go to the Power Pivot tab.
  • Select the PivotTable drop-down.
  • Select the From Table/Range option from that drop-down.

Step by Step Procedures to Hide Source Data in Excel Pivot Table

Note: We can get the PivotTable option in the Power Pivot tab by customizing the ribbon here. To do that:

  • Right-click on the tab > Select Customize the Ribbon option > Click on All Commands > Select PivotTable > Click on Add > Select the desired Tab > Create New Group > Press OK.
  • We can see a pivot table selection window.
  • In the window, select the Table/Range.
  • Choose where we want to see the Pivot Table. Here, we have selected a New Worksheet.
  • Press OK.

Step by Step Procedures to Hide Source Data in Excel Pivot Table

  • After pressing OK, we see a PivotTable Fields list in a new worksheet (Sheet2).
  • Drag the Date into the Rows area and the Amount in the Values area.
  • It will create a Pivot Table in the worksheet.

Step by Step Procedures to Hide Source Data in Excel Pivot Table


Step 2: Hide Source Data in Excel

  • Right-click on the sheet Source Data from the Sheet Bar.
  • Select the Hide option from the context menu.
  • The dataset is hidden.

Step by Step Procedures to Hide Source Data in Excel Pivot Table


Step 3: Check for Hidden Data in the Pivot Table

  • Drag the Customer option in the Rows area; we can see the hidden information still shows.

Step by Step Procedures to Hide Source Data in Excel Pivot Table

  • Select cell B4 in Sheet2 and double-click on it.

Step by Step Procedures to Hide Source Data in Excel Pivot Table

  • It will create a new worksheet (Sheet3) with hidden information.


Step 4: Apply Excel PivotTable Options

  • Select cell B4 at first.
  • Right-click on it.
  • From the Context Menu, select PivotTable Options.

  • This will take us to the PivotTable Options window.
  • Go to the Data tab.
  • From PivotTable Data, uncheck the Enable Show Details option.
  • Press OK.


Final Output

In the pivot table, if we double click on any cell, it’ll show us a message ‘We can’t change this part of the PivorTable’ (See Screenshot). That means we successfully hide the source data in the Excel Pivot Table.


How to Hide a Pivot Table Field List in Excel

STEPS:

  • Select cell B4 of the pivot table.
  • Right-click on it to see the context menu.
  • Select the Hide Field List option.
  • The field list is hidden and it only appears when we click on the pivot table data.

How to Hide Pivot Table Field List in Excel

  • Use Excel VBA to hide this field list.
  • Go to the Developer tab.
  • Select the Visual Basic option.

How to Hide Pivot Table Field List in Excel

  • This will open a Visual Basic Editor window.
  • Go to the Insert tab.
  • Select the Module option.

  • A VBA Module window opens here. We can open it using the keyboard shortcut ‘Alt + F11’.
  • Enter the following code:
Sub FieldListHiding()
ActiveWorkbook.ShowPivotTableFieldList = False
End Sub
  • Click on the Run option, or press the F5 key to run the code.

  • A confirmation Macros window pops up.
  • Select the sheet name and click on the Run.

  • It will hide the pivot table field list.

Note: To show the pivot table field list, we can use the below VBA code:

Sub FieldListHiding()
ActiveWorkbook.ShowPivotTableFieldList = True
End Sub

The other procedure will remain the same here.


How to Hide a Pivot Table Data in Excel

STEPS:

  • Select the required data that we want to delete.

How to Hide Pivot Table Data in Excel

  • Select the arrow in the Row Labels cell.
  • Uncheck the value that we don’t want to see.
  • Click on OK.

  • The data is hidden in the pivot table.


How to Protect Source Data from Being Hidden in Excel

STEPS:

  • Right-click on any cell of the pivot table.
  • Select PivotTable Options.

How to Protect Source Data from Being Hidden in Excel

  • This will take us to the PivotTable Options window.
  • Go to the Data tab.
  • Uncheck the option Save source data with file.
  • Check the option Refresh data when opening the file.
  • Click OK.

How to Protect Source Data from Being Hidden in Excel

  • This will protect the source data from being hidden and show us the below message box.

  • If we don’t checkmark the option Refresh data when opening the file, we will see the message below.

  • To avoid that, we will need to refresh data manually after filtering data, which is very irritating. So it’s better to put a checkmark on that option.

Download the Practice Workbook

Download the following workbook to practice.


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Nuraida Kashmin
Nuraida Kashmin

Nuraida Kashmin, Bachelor's degree in Mechanical Engineering from Rajshahi University of Engineering & Technology. Since 2021, she wrote 45+ articles on Excel problems and reviewed over 1000 articles. Currently working as a Project Manager, she is responsible for developing and implementing content strategies, managing writers and editors, staying updated on new technology, analyzing data, and tracking content performance indicators. Her interests include Project Management, Creative Writing, Digital Marketing, Reporting, Monitoring & Documentation, and Online Advocacy for SAP &... Read Full Bio

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