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Solved: Convert rows to columns, (again)

Discussion in 'Business Applications' started by robpopper, Mar 2, 2013.

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  1. robpopper

    robpopper Thread Starter

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    I had a similar post and thought it I understood the solution, but did not. Solution called for Pivot tables and it's not quite working for me. Just wondering whether a VBA file would better serve the purpose. Please look at the attached file. Many, many thanks for the kind help. (Running Excel 2003 on an XP- SP3 machine.)
     

    Attached Files:

  2. XCubed

    XCubed

    Joined:
    Feb 21, 2013
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    Hi Rob

    Here is the pivot generated in your spreadsheet with your data.

    http://www.screencast.com/t/20yCDZDIbxS

    Pivots do take a little getting used to but let me see f I can make it a bit clearer.

    The important parts of a data table that form the basis of your pivot are the columns. Think of each column as a detachable part of the whole. So when you look at the table you need to imagine which column you want to detach and place as the rows of the pivot, which column you want to detach and place as the columns of your pivot and which one will be the data that is in the body of your pivot.

    In your case I detached the dates for the rows, the account numbers for the columns and the value as the data. The beauty of the Pivot is that it will automatically "consolidate" each of those units so that if you have 10 "Widget A"s and 20 "Widget B"s it will show you a total automatically for the two.

    When you get used to working in 3 dimensions i.e. 1 data table column used for rows, 1 data table column used for columns and 1 for data you can then start to more easily imagine 2 or 3 or mor used in the pivot rows and/or the pivot columns and or the Pivot body.

    In this case start the pivot
    you'll see each of your data table columns listed in the Pivot field list. Simply drag the Data field to the "Rows" area, the Account # to the "Columns" area and the "Net Value" field to the "Values" area.

    Then start experimenting.
     
  3. robpopper

    robpopper Thread Starter

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    Aug 18, 2012
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    I'm trying like mad but still miss the concept. Do you possibly know where I can actually view a step-by-step on any sample xls file? I'm completely baffled.
     
  4. XCubed

    XCubed

    Joined:
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    Try this tutorial. There are probably thousands more like this from which to choose.

    Tutorial
     
  5. robpopper

    robpopper Thread Starter

    Joined:
    Aug 18, 2012
    Messages:
    16
    Terrific, you really nailed it. I understand the demo and also the illustration you created for me. I'll work on it, fine tune for my specific needs and post back in another day or two. Many, many thanks.
     
  6. williambjacobs

    williambjacobs

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    Feb 20, 2013
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    a lifesaver! Thanks
     
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