Reshaping your data easily – Case study [Pivot tables FTW]

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Late. Jayaram, my uncle is also a teacher. When I was a kid, I used to spend a lot of time with him, learning all sorts of things. He taught me chess, maths and so many life lessons. I remember one such lesson very vividly.  One day, he asked me to do something. I did it in a very long way. After seeing me struggle for several minutes, he chipped in and showed me how to do it easily. He then said, “when someone asks you where your nose is, you don’t twist arm around your head. You just point to your nose directly.”

show-me-your-nose

The idea is that when you have a direct, simple way to do something, you should use it.

Nose and pivot tables… how are they connected?

We are coming to the point. Recently, learneagerly, one of our forum users asked a question about how to transform (reshape) a set of data in Excel.

Marc L, one of our Excel ninjas, posted an awesome VBA script to do that.

Later in the day, I chipped in and shared a formula approach to transform the data.

I suggest checking out both approaches for learning more about VBA & INDEX formula respectively.

After posting my answer, I got thinking… May be there is a more direct way to reshape the data.

Why, yes, there is. You can use Pivot Tables.

Let’s take a look at the data & problem first

Here is a snapshot of raw data and expected output.

data-and-expected-output-reshaping-with-pivots

As you can see, we have two columns of data and we need to extract n (here it is 6) items from first column, then from second column and lay them out in output. We repeat this until we run out of the data.

Reshape this thing with a Pivot

raw-data-reshape-with-pivots-v1The first step is to add two extra columns to your raw data. Let’s call them Running & Repeat.

  • Running: with numbers 1 thru 6 and repeat the pattern (just auto fill or copy paste)
  • Repeat: with 6 cells of 1, 6 cells of 2… and repeat this pattern (auto-fill)

But what if I want a different n

Even better. use formulas. Let’s say your data starts from H6:I6

  • Running:  =MOD(ROWS($I$6:I6)-1,n)+1
  • Repeat:  =IF(J6=1,SUM(K5,1),K5)

Related: Using ROWS() to generate running numbers in Excel.

Now that we have these extra columns, select all the data (2 columns of data + 2 extra columns we just added) and insert a pivot table.

Set up the report by,

  • Adding Repeat & Running to row labels area (in that order)
  • Add Col A & Col B to values area.
  • Move the ? values to row labels area (by dragging it)
  • Position ? values between Repeat & Running row labels.
  • Your pivot report’s last column will have the transformed data.
  • Viola, nose pointed!

pivot-table-ftw

 

Download Example Workbook

Here is the example workbook. Examine the pivot table & formulas in Running & Repeat columns to learn more.

Get your Excel muscles in to shape

Are you struggling to find your nose or worse still, twisting your arm on the way? If so, check out our Excel school program. We have awesome online lessons, beautiful explanations, powerful techniques and easy to understand downloads. It won’t be long before you are smelling roses.

Check out our Excel School online class & join today.

How do you reshape your data?

Pivot Tables and Power Query are my go to tools for almost all kinds of reshaping problems. Often, I indulge in INDEX formulas or a bit of VBA. For example, just a few days ago, I had to split first 100,000 digits of Pi ? in chunks of 3 digits, 3 digits and 14 digits in a pattern. As the data is too long, loading it Excel cell was impractical. Loading it in to multiple lines with each having digits was impractical (as I may need to split them in another pattern). So I used a simple VBA script to zap the data and get what I need.

In case you are curious: I made a chart to celebrate the Pi day (14th of March) with our community on Twitter.

But when I am not splitting irrational stuff, I usually rely on Pivot tables or PQ.

What about you? How do you reshape your data? Please share your approaches and tips in the comments section.

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30 Responses to “Rescue oddly shaped data – Battle between Formulas, VBA and Power Query”

  1. MF says:

    Nice use of Power Query! Power Query is simply awesome! But somehow a lot of people are punishing themselves by not using it (not learning it).

    An imperfect 4th approach for consideration... no codes at all...
    Select myrange.
    Go to Special --> Blank
    Delete Cell --> Shift cell left
    90% done... now we just need to move the data of 2nd column to the bottom of 1st column
    Of course... Power Query is the best.
    Cheers,

  2. There is another way but it involves multiple steps:
    Copy the values in column E, move the cursor to F5, Paste Special with Skip Blanks, OK
    Copy the values in column D, move the cursor to F8, Paste Special with Skip Blanks, OK
    And so on.
    This works perfectly, albeit a little clumsily apart from the values in B17 and C16, which can be moved with simple copy and paste

  3. Robson says:

    Power Query Forever! I do not know how I survived for so long without knowing and using this tool, I can not recommend it to my colleagues, but by the way they prefer to suffer to learn.

    My congratulations here from Brazil.

  4. Haz says:

    I rolled my eyes when I saw that data

    Using decimal places is a nice trick to order data, thanks for that

    And tweaking the first formula a bit, you can use OFFSET instead of INDIRECT

    =OFFSET($A$1, MIN(IF(myrange, ROW(myrange)), ROWS(A$1:A1))-1, RIGHT(TEXT(MIN(IF(myrange, ROW(myrange) + COLUMN(myrange)*0.00001), ROWS(A$1:A1)), ".00000"), 5)-1)

    • Michael Connor says:

      Tried the above formula with the downloaded oddly shaped data file and I could not get it to work. I get #value without ctrl+shift+enter, and #ref with ctrl+shift+enter.

      • Haz says:

        Sorry, it was SMALL, not MIN.
        Add with CTRL+SHIFT+ENTER.

        • Michael Connor says:

          Thank you for your formula. Like the indirect formula I tested this one in older versions of EXCEL and it worked without ALTERATION in EXCEL 95. Very impressive.

  5. Bertie Hechter says:

    Too complicated

    Use =Sum to summarize all the sells to the left and Bobs Your Uncle

  6. Michael Connor says:

    I tested this formula in versions of Excel all the way back to Excel 95

    =IF(ISERROR(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(MyRange"",ROW(MyRange)+COLUMN(MyRange)*0.00001),ROWS(A$1:A9)),"00000.00000"),".","C"),FALSE)),"",(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(MyRange"",ROW(MyRange)+COLUMN(MyRange)*0.00001),ROWS(A$1:A9)),"00000.00000"),".","C"),FALSE)))

    So there are multiple ways of cleaning up messy data by formulas.

    • Chandoo says:

      Wow.. Excel 95. Who knew people still use that. But as you have shown, Excel has all these beautiful and powerful functions for 23 years. It has data sciency stuff before DS was even a thing.

      • Michael Connor says:

        I had a problem with pasting the formula in the original post.
        Formula should be: =IF(ISERROR(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(myrange"",ROW(myrange)+COLUMN(myrange)*0.00001),ROWS(A$1:A1)),"00000.00000"),".","C"),FALSE)),"",(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(myrange"",ROW(myrange)+COLUMN(myrange)*0.00001),ROWS(A$1:A1)),"00000.00000"),".","C"),FALSE)))

        EXCEL even in a 16 bit version, is a very robust and capable program.

  7. Michael Connor says:

    I don't like the VBA code. If you have a blank row in MyRange, the last entry in the range is doubled up in the paste.here range.

    • Chandoo says:

      Not really. The macro is writing one cell at a time from paste.here. You have to clean the range before, which I was too lazy to write. But a line like Range(range("paste.here"), range("paste.here").end(xldown)).clearcontents should do the trick.

      • Michael Connor says:

        Adding Range(range("paste.here"), range("paste.here").end(xldown)).clearcontents fixed the problem.

  8. A Rakesh Patro says:

    for step split column by delimiter i am not getting option of split into rows or columns. Can you help me in this

  9. Marc says:

    Thanks Chandoo for promoting Power Query.

    To simplify further, you can "Unpivot Columns" instead of right click on the newly created column and split it by comma in to rows in step 3 of Power Query.

  10. johan says:

    i used

    =LOOKUP(10000,B5:F5)

    and got the answers. I just plagiarized this formula somewhere and use it, maybe you can explain why it works.
    Regards

    • Chandoo says:

      @Johan... I am not sure if the formula works correctly. When I tested it with the sample data in this post, it showed #N/As in two cells. Essentially, it will only give first value in each row. So if a row has multiple values, then subsequent values are missed. LOOKUP() function goes thru a list and finds the first value that is less than or equal to the input - in this case 10000 in B5:F5.

  11. Ben says:

    I have the need to convert pdf's to excel on occasion and they often come out a mess like this. I have used:

    Cell G2 =COUNT(myrange)
    Cell G3 =IFERROR(IF(G2-1<1,"",G2-1),"") copied down to G100
    Cell H2 =IFERROR(LARGE(myrange,G2),"") copied down to H100

  12. Patrick says:

    Waouw...

    =IFERROR(INDIRECT("R" & SUBSTITUTE(TEXT(SMALL(IF(myrange "", ROW(myrange) + COLUMN(myrange)*0.00001),
    ROWS(A$1:A1)), "00000.00000"), ".", "C"), FALSE), "")

    but CTRL Shift Enter with {} before and after 🙂 😀

  13. Peter B says:

    Another possibility.
    This assumes that you have a row index 'k' to use in the SMALL function and a column index 'h' to identify the columns of 'myRange'.
    If you define 'coord' to refer to
    =k+h/10 [assuming h<10]
    then it will be possible to recover values later based upon location within 'myRange'. The formula 'nb' that identifies non-blanks by coordinates is given by
    = SMALL( IF(myRange"", coord), k )
    Finally, to unpick the pieces
    = INDEX( myRange, INT(nb), 10*MOD(nb, 1) )

  14. Peter B says:

    Whilst I am here and making trouble the PQ solution is also a tad over-complicated. All that is needed is to unpivot the entire table and remove the Attribute column.

    The advanced editor would show
    let
    Source = Excel.CurrentWorkbook(){[Name="myRange"]}[Content],
    #"Unpivoted Columns" = Table.UnpivotOtherColumns(Source, {}, "Attribute", "Value"),
    #"Removed Columns" = Table.RemoveColumns(#"Unpivoted Columns",{"Attribute"})
    in
    #"Removed Columns"

  15. vivian.liu says:

    1.fill the blank cells with 0
    2.the requested column value=sum of those mess number column
    but this can be used in only one column has value

  16. Juan Carlos Barreto says:

    Chandoo

    And if we use the formula SEARCH (100000000, B5: F5)

    JC

  17. Daniel Dion says:

    Another approach with Power Query, it will still work if the number of columns changed:
    let
    Source = Excel.CurrentWorkbook(){[Name="myrange"]}[Content],
    #"Added Custom" = Table.AddColumn(Source, "List", each Record.ToList(_)),
    #"Removed Other Columns" = Table.SelectColumns(#"Added Custom",{"List"}),
    #"Expanded LIst" = Table.ExpandListColumn(#"Removed Other Columns", "List"),
    #"Filtered Rows" = Table.SelectRows(#"Expanded LIst", each ([List] null))
    in
    #"Filtered Rows"

  18. Bob says:

    Nowadays, you can just use TOCOL on Excel 2024, MS 365, and Web Excel. It has a parameter to ignore blanks/errors/both.

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