Create Static Copy

The Create Static Copy feature generates 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 maintaining a live connection to the original source.

When a static copy is created, all data is inserted as plain values in the sheet.

When to create a static copy

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

Create a static copy

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

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	Automatically opens the static copy once it is created.
Send the document by email	Sends the static copy to selected recipients after it is generated.