Power Query (Get & Transform data in Excel 2016) is a must have tool, if you wrangle with data every day. Here is a quick introduction, in case you are new.
Let’s learn how to use Power Query to unpivot data.
Essentially, we are trying to go from left to right in this picture.
Doing something like this thru either formulas or VBA can be very complex. But Power Query can get you unpivoted data in just a few clicks. Sounds interesting? Read on.
Tutorial: Unpivot data using Power Query
Step 1: Set up your pivoted data as a table
If you want Power Query to work with data in Excel, it must be in table form. So select any cell in the pivoted data and press CTRL+T to turn it in to a table.
At this stage, we get this:
Step 2: Load table data in to Power Query
While keeping the selection inside pivot data, go to Power Query ribbon (or Get & Transform area of Excel 2016 data ribbon) and click on “from Table” button.
This will take your table data and load it in to a new query in Power Query. It looks like this:
Step 3: Get rid of grand totals
When unpivoting data, we don’t need the grand totals. To remove them,
- Select the grand total column
- Click on “Remove Columns” button in query editor (Power Query window)
- Click on “Remove Rows” button, select remove bottom rows option.
- Enter the number of rows as 1
At this stage, grand total column & row are gone. We end up with this:
Step 4: Fill down the missing region names
If your pivot table has null / blank values in the first column, you can fill them with values from above cells using the Fill option of query editor. Select the Region column and click on the Fill button from transform ribbon. See this demo:
Step 5: Remove sub-total rows by filtering them away
Click on the filter button next to region and filter away all the sub-total columns too. We don’t need them for unpivoting.
Step 6: Unpivot the data
Now that our data is in correct shape, let’s unpivot.
Select the last 3 columns and click on Unpivot columns button in Transform ribbon.
And we get the unpivoted data.
You can load this data to Excel or to your data model for further processing.
Download example Power Query workbook
Please click here to download the example workbook for this tutorial. To examine the query settings and power query steps,
- Open the workbook
- Go to Power Query ribbon (or Data ribbon in Excel 2016) and click on Workbook Queries Show Pane option.
- Right click on “Unpivot Data” query and choose edit
- This opens the query editor. You can examine the steps in the query steps pane to right.
Learn more about Power Query / Get & Transform data:
Power Query (or less intimidating Get & Transform data in Excel 2016) is an impressive technology to help you deal with common data problems easily. If you are an analyst who relies on Excel, learning Power Query is going to make you super productive. Check out below tutorials to get started with this amazing feature.
- Introduction to Power Query – podcast
- Importing web data using Power Query
- Recommended Power Query training from Ken & Miguel
How do you unpivot your data?
I used to write VBA programs to unpivot my data. But now that I have Power Query, I use it anytime I need unpivoting.
What about you? How do you unpivot your data? Please share your thoughts and tips in the comments section.
13 Responses to “Using pivot tables to find out non performing customers”
To avoid the helper column and the macro, I would transpose the data into the format shown above (Name, Year, Sales). Now I can show more than one year, I can summarize - I can do many more things with it. ASAP Utilities (http://www.asap-utilities.com) has a new experimental feature that can easily transpose the table into the correct format. Much easier in my opinion.
David
Of course with alternative data structure, we can easily setup a slicer based solution so that everything works like clockwork with even less work.
David, I was just about to post the same!
In Contextures site, I remember there's a post on how to do that. Clearly, the way data is layed out on the very beginning is critical to get the best results, and even you may thinkg the original layout is the best way, it is clearly not. And that kind of mistakes are the ones I love ! because it teaches and trains you to avoid them, and how to think on the data structure the next time.
Eventually, you get to that place when you "see" the structure on the moment the client tells you the request, and then, you realized you had an ephiphany, that glorious moment when data is no longer a mistery to you!!!
Rgds,
Chandoo,
If the goal is to see the list of customers who have not business from yearX, I would change the helper column formula to :
=IF(selYear="all",sum(C4:M4),sum(offset(C4:M4,,selyear-2002,1,columns(C4:M4)-selyear+2002)))This formula will sum the sales from Selected Year to 2012.
JMarc
If you are already using a helper column and the combox box runs a macro after it changes, why not just adjust the macro and filter the source data?
Regards
I gotta say, it seems like you are giving 10 answers to 10 questions when your client REALLY wants to know is: "What is the last year "this" customer row had a non-zero Sales QTY?... You're missing the forest for the trees...
Change the helper column to:
=IFERROR(INDEX(tblSales[[#Headers],[Customer name]:[Sales 2012]],0,MATCH(9.99999999999999E+307,tblSales[[#This Row],[Customer name]:[Sales 2012]],1)),"NO SALES")
And yes, since I'm matching off of them for value, I would change the headers to straight "2002" instead of "Sales 2002" but you sort the table on the helper column and then and there you can answer all of your questions.
Hi thanks for this. Just can't figure out how you get the combo box to control the pivot table. Can you please advise?
Cheers
@Kevin.. You are welcome. To insert a combo box, go to Developer ribbon > Insert > form controls > combo box.
For more on various form controls and how to use them, please read this: http://chandoo.org/wp/2011/03/30/form-controls/
Thanks Chandoo. But I know how to insert a combobox, I was more referring to how does in control the year in the pivot table? Or is this obvious? I note that if I select the Selected Year from the PivotTable Field List it says "the field has no itens" whereas this would normally allow you to change the year??
Thanks again
worked it out thanks...
when =data!Q2 changes it changes the value in column N:N and then when you do a refreshall the pivottable vlaues get updated
Still not sure why PivotTable Field List says “the field has no itens"?? I created my own pivot table and could not repeat that.
Hi, I put the sales data in range(F5:P19) and added a column D with the title 'Last sales in year'. After that, in column D for each customer, the simple formula
=2000+MATCH(1000000,E5:P5)
will provide the last year in which that particular customer had any sales, which can than easily be managed by autofilter.
Somewhat longer but perhaps a bit more solid (with the column titles in row 4):
=RIGHT(INDEX($F$4:$P$19,1,MATCH(1000000,F5:P5)),4)
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