How to transpose a values in a row to column using formulas… [Quick tip]

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This is interesting, I am in Columbus to meet one of my college friends. I remember him as a very meticulous person from college days. So it is no surprise when he showed me his massively impressive finance tracker last night. He has been tracking expenses, income, credit card payments and gas (petrol) consumption since 2008. Very impressive indeed.

Then out of blue he said, he has a problem with his spreadsheet. In this own words,

When entering data for credit cards, I use one column per card. But in my report view, I want to show credit card details in rows. How do I do this?

Something like this:

How to transpose a values in a row to column using formulas...

Transposing values in a row to column using formulas

If it is a one time process, my friend can use Paste Special > Transpose feature and be done. But this is no one time business. So lets understand which formula helps us do this.

  1. Lets assume original data is in $F$4:$J$5. Row 4 has card names & Row 5 has amounts.
  2. Wherever you want the out put, just list running numbers (1,2,3….) in a column. Lets say these are in cells D10:D14.
  3. To get the first card name, you can use the formula =INDEX($F$4:$J$4, $D10)
  4. To get the first amount due, use the formula =INDEX($F$5:$J$5, $D10)
  5. Now drag both these formulas down and you are done!

This is good, but I don’t like the extra column…

If that is the case, you can use the ROWS() formula to generate these running numbers for you on the fly. For example,

=INDEX($F$4:$J$4, ROWS($A$1:A1)) would work perfectly.

Learn more about: using ROWS / COLUMNS formula to generate running numbers.

Play with this formula

See the embedded Excel workbook below. Play with the formula.

(alternatives: download the example file or view it online)

How do you transpose values?

I love using INDEX formula. I use it for transposing values, tables, getting a cell value (or reference) from a large table, use it along with MATCH etc. It is a very versatile formula and I keep learning new uses for it.

What about you? Do you transpose values often? What formulas do you use? Please share using comments.

More on transposing your data:

If you like to transpose, wrestle or arm twist your data often, then you are at right place. Chandoo.org has tons of tutorials, material and tricks on this. Start with these:

Also, check out more quick tips.

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8 Responses to “Pivot Tables from large data-sets – 5 examples”

  1. Ron S says:

    Do you have links to any sites that can provide free, large, test data sets. Both large in diversity and large in total number of rows.

    • Chandoo says:

      Good question Ron. I suggest checking out kaggle.com, data.world or create your own with randbetween(). You can also get a complex business data-set from Microsoft Power BI website. It is contoso retail data.

  2. Steve J says:

    Hi Chandoo,
    I work with large data sets all the time (80-200MB files with 100Ks of rows and 20-40 columns) and I've taken a few steps to reduce the size (20-60MB) so they can better shared and work more quickly. These steps include: creating custom calculations in the pivot instead of having additional data columns, deleting the data tab and saving as an xlsb. I've even tried indexmatch instead of vlookup--although I'm not sure that saved much. Are there any other tricks to further reduce the file size? thanks, Steve

    • Chandoo says:

      Hi Steve,

      Good tips on how to reduce the file size and / or process time. Another thing I would definitely try is to use Data Model to load the data rather than keep it in the file. You would be,
      1. connect to source data file thru Power Query
      2. filter away any columns / rows that are not needed
      3. load the data to model
      4. make pivots from it

      This would reduce the file size while providing all the answers you need.

      Give it a try. See this video for some help - https://www.youtube.com/watch?v=5u7bpysO3FQ

  3. John Price says:

    Normally when Excel processes data it utilizes all four cores on a processor. Is it true that Excel reduces to only using two cores When calculating tables? Same issue if there were two cores present, it would reduce to one in a table?
    I ask because, I have personally noticed when i use tables the data is much slower than if I would have filtered it. I like tables for obvious reasons when working with datasets. Is this true.

    • Ron MVP says:

      John:
      I don't know if it is true that Excel Table processing only uses 2 threads/cores, but it is entirely possible. The program has to be enabled to handle multiple parallel threads. Excel Lists/Tables were added long ago, at a time when 2 processes was a reasonable upper limit. And, it could be that there simply is no way to program table processing to use more than 2 threads at a time...

  4. Jen says:

    When I've got a large data set, I will set my Excel priority to High thru Task Manager to allow it to use more available processing. Never use RealTime priority or you're completely locked up until Excel finishes.

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