Create Static Copy

Create Static Copy generates a fixed snapshot of your data in Excel, where all values are inserted as plain text with no live connection to the source. Use it when you need to capture the current state of your data for analysis, sharing, or archiving.

When to create a static copy

• Freeze data for archiving or auditing to preserve a record of your data at a specific point in time.
• Share reports with users who don't have access to the Central Point.
• Run Excel calculations on a snapshot without affecting the live connection.
• Capture a version before making changes to keep a point-in-time reference.

Create a static copy

1. In the Add-ins tab, select Create Static Copy.
2. Choose the desired options.
3. Select Copy to generate the static version.

Static Copy settings

Setting	What it does
Entire Workbook	Includes all sheets in the Excel file.
Active Sheet	Includes only the currently active sheet.
Open the document after the copy	Opens the static copy automatically once it is created.
Send the document by email	Sends the static copy to selected recipients after it is generated.