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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7 Responses to “Project Dashboard + Tweetboard = pure awesomeness!!!”

  1. Dan Murray says:

    I would like to see actual hash-tagged DM tweets go out to the specific information consumers. That would be an interesting way to communicate the key daily data to interested parties.

    A Twitter-like secure application like Yammer might be a good fit with this.

    For example, how about daily tweets to selected user groups (secure) that would display sales, bookings, cash receipts, cash disbursed and a second version that would show the same info for MTD, QTD or YTD figures.

  2. Aires says:

    @Dan, it would be great. I did not taught about implementing it on this dashboard because twitter is blocked to the whole intranet here. However, there's a discussion here about how can we send these tweets to blackberries (probably through e-mail) automatically. (I'd like to see this implemented on a jabber restricted network as well, but here it'll probably not happen)

    The wrap-up versions you mentioned doesn't apply to my particular scenario, but on a sales tweetboard it would be a great tool indeed - choosing who will receive which message according to hashtags. I'll think on something, thanks for the advice. 🙂

    (Ah, btw, I'm Fernando... 🙂 )

  3. Chandoo says:

    @Dan: That is a fun idea. Instead of tightly integrating twitter functionality with a dashboard, i think it would be cool if we have a "tweet this" button that users can click after selecting a range of cells. We can easily show a dialog with the concatenated output of the selected cells and ask user to edit the text and eventually "send to twitter".

    For eg. you can select the annual sales figure cell and click on "tweet this" button upon which a dialog will show the value. Then you can pre-pend it something like "DM @boss look at our sales this year: "

    @Aires.. thanks once again.

  4. Wow it looks really good. Not sure though how much the tweet facility would help in real world project management, but certainly having a dashboard on a project should be a key deliverable when learning how to manage a project

    The other use of this is during the software development life cycle especially when you have parallel streams of development and testing going on. Using a dashboard is a quick way for everyone on the team to see where the project is at and how it all fits together.

    Regards

    Susan de Sousa
    Site Editor http://www.my-project-management-expert.com

  5. Sue says:

    Hi Chandoo,
    I purchased the project management toolkit but the dashboard shown above with the imbedded scroll bars. Is it included in the project pack??
    Thanks

    Sue

  6. XLCalibre says:

    The gantt chart section of this dashboard is similar to one I have recently created: http://xlcalibre.com/hr-dashboard-gantt-chart-traffic-light-reportIt has a similar approach with scroll bars, but has a couple of additional features. I've tried to incorporate a traffic light report element, and also allow the timescale to adjusted so that can view it by days, weeks or months.I really like the other tables that you've incorporated, I may well try to replicate them to improve my version!

  7. I am a monitoring and evaluation consultant in international development, and one of the services I offer is to help non-profits and foundations develop performance dashboards.  I often advise them to develop dashboards for ongoing programs, rather than for one-time or pilot projects, because of the time involved.  I am trying to find out from a few people how long it takes you to develop a project management dashboard, and to what extent the indicators vary from one project to the next.

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