Unpivot data quickly with Power Query [tutorial]

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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.

unpivot-data-using-power-query

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:

set-up-pivot-data-as-table

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.

add-table-data-to-power-query

This will take your table data and load it in to a new query in Power Query. It looks like this:

initial-state-of-our-data-grand-totals-to-be-removed

Step 3: Get rid of grand totals

When unpivoting data, we don’t need the grand totals. To remove them,

  1. Select the grand total column
  2. Click on “Remove Columns” button in query editor (Power Query window)
  3. Click on “Remove Rows” button, select remove bottom rows option.
  4. Enter the number of rows as 1

At this stage, grand total column & row are gone. We end up with this:

data-after-grand-totals-gone

 

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:

fill-down-power-query-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.

filterin-away-sub-totals

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.

unpivot-data

And we get the unpivoted data.

final-unpivot-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,

  1. Open the workbook
  2. Go to Power Query ribbon (or Data ribbon in Excel 2016) and click on Workbook Queries Show Pane option.
  3. Right click on “Unpivot Data” query and choose edit
  4. 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.

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.

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11 Responses to “Fix Incorrect Percentages with this Paste-Special Trick”

  1. Martin says:

    I've just taught yesterday to a colleague of mine how to convert amounts in local currency into another by pasting special the ROE.

    great thing to know !!!

  2. Tony Rose says:

    Chandoo - this is such a great trick and helps save time. If you don't use this shortcut, you have to take can create a formula where =(ref cell /100), copy that all the way down, covert it to a percentage and then copy/paste values to the original column. This does it all much faster. Nice job!

  3. Jody Gates says:

    I was just asking peers yesterday if anyone know if an easy way to do this, I've been editing each cell and adding a % manually vs setting the cell to Percentage for months and just finally reached my wits end. What perfect timing! Thanks, great tip!

  4. Jon S says:

    If it's just appearance you care about, another alternative is to use this custom number format:
    0"%"

    By adding the percent sign in quotes, it gets treated as text and won't do what you warned about here: "You can not just format the cells to % format either, excel shows 23 as 2300% then."

    • Steven Peters says:

      Dear Jon S. You are the reason I love the internet. 3 year old comments making my life easier.

      Thank you.

  5. Jon Peltier says:

    Here is a quicker protocol.

    Enter 10000% into the extra cell, copy this cell, select the range you need to convert to percentages, and use paste special > divide. Since the Paste > All option is selected, it not only divides by 10000% (i.e. 100), it also applies the % format to the cells being pasted on.

  6. Chandoo says:

    @Martin: That is another very good use of Divide / Multiply operations.

    @Tony, @Jody: Thank you 🙂

    @Jon S: Good one...

    @Jon... now why didnt I think of that.. Excellent

  7. sajith says:

    Thank You so much. it is really helped me.

  8. Winnie says:

    Big help...Thanks

  9. Chris Fry says:

    Thanks. That really saved me a lot of time!

  10. Texas says:

    Is Show Formulas is turned on in the Formula Ribbon, it will stay in decimal form until that is turned off. Drove me batty for an hour until I just figured it out.

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