Unpivot and then pivot for clarity (case study)

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Or more appropriately titled, the one where Power Query solves the problem in less time than it takes you to say Get & Transform Data.

Recently, one of my students Mr. K, sent me a pivot table problem.

Today my boss asked me “how much we paid to staff since the inception of our business with their respective date of joining?” He wanted to know, level wise summary of the last 16 years (on Quarterly / Year wise basis).

The records appended from the database month wise. Have a look to the file and give your ideas.

Mr. K’s data looked like this.

payroll-data-original-pq-casestudy

and his boss wanted a report like this:

payroll-data-report-required-format

What now?

The obvious solution – VLOOKUPs and patience

Even before I could go thru Mr. K’s problem and reply to him, he wrote back to me saying that he found the solution. 

He used what I call as VLOOKUP and patience method. First he unpivoted original data using 233,000+ VLOOKUPs . Then he created a new pivot table from this unpivoted data to answer his boss’s questions.

While this method is fine, it consumes a lot of time and coffee.

A better solution – Power Query and pop corn

We, humans are not evolved to write two hundred thousand VLOOKUPs in afternoons. We are better at building powerful machines, watch them do bad ass work while we chew delicious pop corn.

So why not let the computer solve the problem?

Here is the ridiculously simple four step tutorial to get the same results.

  1. Load the data in to Power Query using From Table feature.
  2. Unpivot all the monthly data columns

    unpivot-monthly-data-pq

  3. Load the data in to Excel as a new table

    payroll-data-after-unpivoting

  4. Pivot it to create the report we need.

    payroll-data-after-pivoting

All this takes less than 15 seconds. Whenever you have new data, simply refresh the connection and everything (PQ, Pivot tables) gets updated.

Download the example workbook

Here is the workbook just in case you need to see everything. Please use Excel 2013 or above to play with this.

More power to you

Power Query is a truly remarkable feature of Excel. It saves you a lot of time and hassle. If you are new to Power Query (also known as Get & Transform data in Excel 2016), check out below tutorials to get started.

How would you solve this?

Prior to Power Query, I would have used VBA (as there is a lot of data) for something like this. For smaller data sets, I would have used VLOOKUPs.

What about you? What method would you use to rearrange data like this? Please share your tips in the comments section.

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20 Responses to “Untrimmable Spaces – Excel Formula”

  1. MF says:

    Hi Chandoo,
    First of all, HAPPY NEW YEAR!!! Wish you and your family another fruitful year ahead.

    To answer your question: Power Query is the best way to trim. 🙂

    Btw, if Power Query is not available, then formula would absolutely do... but did you forget to mention also Char 32?

    One more question: Is the trailing minus meant to be a negative number? Maybe only the sender knows... 🙂

    Cheers,

  2. Duncan Williamson says:

    I know these spaces can be a real pain but these days I advise Excel users to learn and use Flash Fill and that will learn what to do pretty quickly.

  3. David Hager says:

    Highlight range to be cleaned. Then, in Replace, hold down the Alt key and type 0160. Replace with nothing.

  4. Steve Jones says:

    I accomplished this by writing a macro to go through all the possible unprintable characters. Looped through the range.

  5. Ramnath D says:

    I use a different method here. First, I will copy the data from Excel and paste it in a notepad. In Notepad, I will do a Find Blanks (Space " ") and Replace (Empty) with nothing.

    Then you can copy the data from Notepad and paste it back to Excel which will be a perfect number as you desire.

    But Thanks for the formula. Its probably the 2nd out of 8 tricks as Chandoo mentioned. Waiting for the rest among 8 from other users 🙂

  6. Andrew says:

    I don't understand the x's. Why weren't they removed in the formula? Or are they part of some sort of numeric formatting that I'm not familiar with? I saw how you handled the non-breaking spaces and the dashes, but am confused about what role the x's played in all this.

    Thanks!

    • NARAYAN says:

      Hi Andrew ,

      The xs have been used solely to demarcate the actual data text ; thus , without the x in place at the end of text , as in :

      x 4,124,500.00 x

      it would be impossible to know that there are unwanted trailing characters , in this case , after the last 0.

      These xs are not part of the original data text , nor are they used in the formulae ; they are put in only so that readers can visualize the individual items of data as they are in practice. Think of them as imaginary delimiters.

      • Andrew Patceg says:

        Oh, that makes sense! Thank you for the explanation. I had a feeling it was something along those lines.

  7. Mucio says:

    You can type this character using the Keys Alt+0160.
    Very useful to replace this Character using Find and Select resource.

  8. Neva says:

    For many years, my jobs have included ETL tasks and I built this macro to help long, long ago. I tweak it every now and again. Many co-workers, past and present, have it wired to a button on their toolbar.

    Sub Clean_and_Trim()
    'CAUTION: Strips leading zeroes -- do not use on zipcodes, etc.

    If Application.Calculation = xlCalculationAutomatic Then
    Application.Calculation = xlCalculationManual
    Revert = 1
    ElseIf Application.Calculation = xlCalculationManual Then
    Revert = 0
    End If

    For Each Cell In Selection
    For x = Len(Cell.Value) To 1 Step -1
    If Asc(Mid(Cell.Value, x, 1)) = 160 Then
    Cell.Replace What:=Chr(160), Replacement:=" ", LookAt:=xlPart, MatchCase:=True
    End If
    If Asc(Mid(Cell.Value, x, 1)) = 32 Then
    Cell.Replace What:=Chr(32), Replacement:=" ", LookAt:=xlPart, MatchCase:=True
    End If
    Next x
    If Cell.Value "" Then
    Cell.Value = Application.Clean(Application.Trim(Cell.Value))
    End If
    Next

    If Revert = 1 Then
    Application.Calculation = xlCalculationAutomatic
    ElseIf Revert = 0 Then
    Application.Calculation = xlCalculationManual
    End If

    End Sub

  9. Brigitte Calahate says:

    This is awesome! What if you have several characters you need to have removed? What would be the easiest way as I can imagine there are several ways.?

    # - 35
    $ - 36
    - 62
    / - 47
    , - 44
    . - 46
    " - 34
    : - 58

  10. Roby says:

    This is typical case of a Fitbit data export to Csv file. Each number has CHAR160 as thousand separator.. how smart Fitbit, thank you 😉

    By the way, i prefer to copy the character, and use find and replace.

  11. Suhas Shetty says:

    Sometimes it happens if you copy a table from outlook and paste it in excel. When you apply formula on those cells you will get error. What i use to do is
    copy one character that looks like space,
    select the entire range,
    go to Find and replace,
    Paste the copied character in Find option
    Leave the replace option unfilled..
    click on replace all..

    All the errors shall be converted in to proper values..

    Process looks lengthier.. but it is one of the simplest method

  12. Gerry says:

    If Clean, Trim, and Substitute, or Find and Replace does not complete the job, I usually enter a value of 1 in an empty cell. Copy the Value of 1, Highlight the range of text numbers, and Paste Special, Values, Multiply. This site is great!

  13. king faisal says:

    You can use Dose for Excel Add-In that can quickly clean huge data with one click besides more than +100 new functions and features to add to your Excel to save time and effort.

    https://www.zbrainsoft.com

  14. R.Ranjit says:

    Hi,
    I have a problem in excel. The sheet attached herewith.

    TABLE CONFIG 2/6
    A B C D E F G H
    1 WEIGHT1 43,599 WEIGH2 62500 WEIGHT3 77000 WEIGHT4 66,500
    2 DEDUCTION1 15,000 DEDUCTION1 15,000 TEMP 0 DEDUCTION2 11,005
    3 RESULT 58,599 RESULT-1 77,500 RESULT-2 77,000 RESULT-3 77,505
    4 RESULT SUBSTRACT 0 0 0
    5 REQUIRED VALUE 77,500 77,000 77,505

    Note: 1- RESULT (58599) IS TO BE DEDUCTION EITHER FROM D4 OR F4 OR H4 WHICHEVER IS MOST
    LEAST CELL AMONG RESULT-1 OR RESULT-2 OR RESULT 3.
    2-HENCE, RESULT VALUE $B$3 IS TO BE PRESENTED ON CELL EITHER D4 OR F4 OR H4 WHICHER IS
    MOST LEAST VALUE
    3-FORMULA =IF(E8<H8,$B$9,IF(E8<J8,$B$9,IF(H8<J8,$B$9,IF(H8<E8,$B$9,IF(J8<H8,$B$9))))))
    CREATED ON CELL D4,F4 & H4 DID NOT WORK.
    PLS FOR YOUR HELP.
    THANK YOU

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