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Create Static Copy

The Create Static Copy feature lets you generate a fixed snapshot of your data in Excel. This is useful when you want to capture the current state of your data for analysis, sharing, or archiving—without keeping a live connection to the original source.

When you create a static copy, the data is inserted as plain values into your Excel worksheet.

When to create a static copy

  • Freezing data for archiving or auditing: Save a record of your data for future reference.
  • Sharing reports with disconnected users: Send a file to someone who doesn’t have access to the Central Point.
  • Running Excel calculations on a snapshot: Use static data to create formulas or charts without affecting the live connection.
  • Capturing a snapshot before editing: Preserve a point-in-time version before making changes.

Create Static Copy

  1. In the Add-ins tab, select Create Static Copy.
  2. Choose the desired options.
  3. Click Copy to create the static version based on your selected options.

Static Copy properties

PropertyDescription
Entire WorkbookInclude all sheets from the Excel file.
Active SheetInclude only the currently active sheet.
Open the document after the copyAutomatically open the static copy after it is created.
Send the document by emailSend the static copy to selected recipients after it's generated.