Excel group transposed columns by date
I'm having trouble transposing data to get the format that I'd like. I have pay period end dates in one column and employee names in the other column, and I'd like format it so that each column header is a pay period date and the rows are the employees on the payroll for that period.
Here's the data as it is formatted now:
pay period name
3/6/2015 John Smith
3/6/2015 Jane Smith
4/5/2015 John Smith
4/5/2015 Jane Smith
4/5/2015 Joe Smith
4/19/2015 John Smith
4/19/2015 Jane Smith
4/19/2015 Joe Smith
5/3/2015 John Smith
5/3/2015 Jane Smith
5/3/2015 Joe Smith
5/3/2015 Julie Smith
And here is how I would like it to be formatted:
3/6/2015 4/5/2015 4/19/2015 5/3/2015
John Smith John Smith John Smith John Smith
Jane Smith Joe Smith Joe Smith Joe Smith
Jane Smith Jane Smith Jane Smith
Julie Smith
I've tried using Get & Transform/Power Query to transpose the data using Pivot Columns, using the names in the pay period column to create new columns, with "name" as the values column, and aggregation turned off. Instead of getting the format I want, I get the pay period dates as column headers and then a single cell reading "error" in row 2. I have checked the column types to verify that "pay period" has date as its type and "name" has text as its type.
I'm not sure if I'm simply doing the query wring or if I should go about this in another way. Any and all help is greatly appreciated.
microsoft-excel worksheet-function pivot-table power-query
add a comment |
I'm having trouble transposing data to get the format that I'd like. I have pay period end dates in one column and employee names in the other column, and I'd like format it so that each column header is a pay period date and the rows are the employees on the payroll for that period.
Here's the data as it is formatted now:
pay period name
3/6/2015 John Smith
3/6/2015 Jane Smith
4/5/2015 John Smith
4/5/2015 Jane Smith
4/5/2015 Joe Smith
4/19/2015 John Smith
4/19/2015 Jane Smith
4/19/2015 Joe Smith
5/3/2015 John Smith
5/3/2015 Jane Smith
5/3/2015 Joe Smith
5/3/2015 Julie Smith
And here is how I would like it to be formatted:
3/6/2015 4/5/2015 4/19/2015 5/3/2015
John Smith John Smith John Smith John Smith
Jane Smith Joe Smith Joe Smith Joe Smith
Jane Smith Jane Smith Jane Smith
Julie Smith
I've tried using Get & Transform/Power Query to transpose the data using Pivot Columns, using the names in the pay period column to create new columns, with "name" as the values column, and aggregation turned off. Instead of getting the format I want, I get the pay period dates as column headers and then a single cell reading "error" in row 2. I have checked the column types to verify that "pay period" has date as its type and "name" has text as its type.
I'm not sure if I'm simply doing the query wring or if I should go about this in another way. Any and all help is greatly appreciated.
microsoft-excel worksheet-function pivot-table power-query
add a comment |
I'm having trouble transposing data to get the format that I'd like. I have pay period end dates in one column and employee names in the other column, and I'd like format it so that each column header is a pay period date and the rows are the employees on the payroll for that period.
Here's the data as it is formatted now:
pay period name
3/6/2015 John Smith
3/6/2015 Jane Smith
4/5/2015 John Smith
4/5/2015 Jane Smith
4/5/2015 Joe Smith
4/19/2015 John Smith
4/19/2015 Jane Smith
4/19/2015 Joe Smith
5/3/2015 John Smith
5/3/2015 Jane Smith
5/3/2015 Joe Smith
5/3/2015 Julie Smith
And here is how I would like it to be formatted:
3/6/2015 4/5/2015 4/19/2015 5/3/2015
John Smith John Smith John Smith John Smith
Jane Smith Joe Smith Joe Smith Joe Smith
Jane Smith Jane Smith Jane Smith
Julie Smith
I've tried using Get & Transform/Power Query to transpose the data using Pivot Columns, using the names in the pay period column to create new columns, with "name" as the values column, and aggregation turned off. Instead of getting the format I want, I get the pay period dates as column headers and then a single cell reading "error" in row 2. I have checked the column types to verify that "pay period" has date as its type and "name" has text as its type.
I'm not sure if I'm simply doing the query wring or if I should go about this in another way. Any and all help is greatly appreciated.
microsoft-excel worksheet-function pivot-table power-query
I'm having trouble transposing data to get the format that I'd like. I have pay period end dates in one column and employee names in the other column, and I'd like format it so that each column header is a pay period date and the rows are the employees on the payroll for that period.
Here's the data as it is formatted now:
pay period name
3/6/2015 John Smith
3/6/2015 Jane Smith
4/5/2015 John Smith
4/5/2015 Jane Smith
4/5/2015 Joe Smith
4/19/2015 John Smith
4/19/2015 Jane Smith
4/19/2015 Joe Smith
5/3/2015 John Smith
5/3/2015 Jane Smith
5/3/2015 Joe Smith
5/3/2015 Julie Smith
And here is how I would like it to be formatted:
3/6/2015 4/5/2015 4/19/2015 5/3/2015
John Smith John Smith John Smith John Smith
Jane Smith Joe Smith Joe Smith Joe Smith
Jane Smith Jane Smith Jane Smith
Julie Smith
I've tried using Get & Transform/Power Query to transpose the data using Pivot Columns, using the names in the pay period column to create new columns, with "name" as the values column, and aggregation turned off. Instead of getting the format I want, I get the pay period dates as column headers and then a single cell reading "error" in row 2. I have checked the column types to verify that "pay period" has date as its type and "name" has text as its type.
I'm not sure if I'm simply doing the query wring or if I should go about this in another way. Any and all help is greatly appreciated.
microsoft-excel worksheet-function pivot-table power-query
microsoft-excel worksheet-function pivot-table power-query
asked Jan 2 at 21:29
plshelpmewithexcelplshelpmewithexcel
132
132
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1 Answer
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I too wish for more options with pivot tables. Here is a vba sub to do this transposition for you. This is just the basics and could be more robust. This does not sort your dates or your names and takes them as is. It adds a sheet and takes data from the current active sheet.
Sub Transpose()
Dim dateDict As Object
Dim numRows As Long
Dim rowPos As Long
Dim dateVal As String
Dim currSheet As Worksheet
Set currSheet = ActiveSheet
Set dateDict = CreateObject("Scripting.Dictionary")
numRows = currSheet.Range("A1").CurrentRegion.Rows.Count
rowPos = 2
Do While rowPos <= numRows
dateVal = currSheet.Cells(rowPos, 1).Value2
If dateDict.exists(dateVal) Then
Else
dateDict.Add dateVal, 0
End If
rowPos = rowPos + 1
Loop
Dim mySheet As Worksheet
Set mySheet = ThisWorkbook.Worksheets.Add
Dim i As Long
Dim newPos As Long
Dim Column As Long
Column = 0
For Each myKey In dateDict
newPos = 2
rowPos = 2
Column = Column + 1
mySheet.Cells(1, Column).Value2 = myKey
Do While rowPos <= numRows
If currSheet.Cells(rowPos, 1).Value2 = myKey Then
mySheet.Cells(newPos, Column).Value2 = currSheet.Cells(rowPos, 2).Value2
newPos = newPos + 1
End If
rowPos = rowPos + 1
Loop
Next
End Sub
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1 Answer
1
active
oldest
votes
1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
I too wish for more options with pivot tables. Here is a vba sub to do this transposition for you. This is just the basics and could be more robust. This does not sort your dates or your names and takes them as is. It adds a sheet and takes data from the current active sheet.
Sub Transpose()
Dim dateDict As Object
Dim numRows As Long
Dim rowPos As Long
Dim dateVal As String
Dim currSheet As Worksheet
Set currSheet = ActiveSheet
Set dateDict = CreateObject("Scripting.Dictionary")
numRows = currSheet.Range("A1").CurrentRegion.Rows.Count
rowPos = 2
Do While rowPos <= numRows
dateVal = currSheet.Cells(rowPos, 1).Value2
If dateDict.exists(dateVal) Then
Else
dateDict.Add dateVal, 0
End If
rowPos = rowPos + 1
Loop
Dim mySheet As Worksheet
Set mySheet = ThisWorkbook.Worksheets.Add
Dim i As Long
Dim newPos As Long
Dim Column As Long
Column = 0
For Each myKey In dateDict
newPos = 2
rowPos = 2
Column = Column + 1
mySheet.Cells(1, Column).Value2 = myKey
Do While rowPos <= numRows
If currSheet.Cells(rowPos, 1).Value2 = myKey Then
mySheet.Cells(newPos, Column).Value2 = currSheet.Cells(rowPos, 2).Value2
newPos = newPos + 1
End If
rowPos = rowPos + 1
Loop
Next
End Sub
add a comment |
I too wish for more options with pivot tables. Here is a vba sub to do this transposition for you. This is just the basics and could be more robust. This does not sort your dates or your names and takes them as is. It adds a sheet and takes data from the current active sheet.
Sub Transpose()
Dim dateDict As Object
Dim numRows As Long
Dim rowPos As Long
Dim dateVal As String
Dim currSheet As Worksheet
Set currSheet = ActiveSheet
Set dateDict = CreateObject("Scripting.Dictionary")
numRows = currSheet.Range("A1").CurrentRegion.Rows.Count
rowPos = 2
Do While rowPos <= numRows
dateVal = currSheet.Cells(rowPos, 1).Value2
If dateDict.exists(dateVal) Then
Else
dateDict.Add dateVal, 0
End If
rowPos = rowPos + 1
Loop
Dim mySheet As Worksheet
Set mySheet = ThisWorkbook.Worksheets.Add
Dim i As Long
Dim newPos As Long
Dim Column As Long
Column = 0
For Each myKey In dateDict
newPos = 2
rowPos = 2
Column = Column + 1
mySheet.Cells(1, Column).Value2 = myKey
Do While rowPos <= numRows
If currSheet.Cells(rowPos, 1).Value2 = myKey Then
mySheet.Cells(newPos, Column).Value2 = currSheet.Cells(rowPos, 2).Value2
newPos = newPos + 1
End If
rowPos = rowPos + 1
Loop
Next
End Sub
add a comment |
I too wish for more options with pivot tables. Here is a vba sub to do this transposition for you. This is just the basics and could be more robust. This does not sort your dates or your names and takes them as is. It adds a sheet and takes data from the current active sheet.
Sub Transpose()
Dim dateDict As Object
Dim numRows As Long
Dim rowPos As Long
Dim dateVal As String
Dim currSheet As Worksheet
Set currSheet = ActiveSheet
Set dateDict = CreateObject("Scripting.Dictionary")
numRows = currSheet.Range("A1").CurrentRegion.Rows.Count
rowPos = 2
Do While rowPos <= numRows
dateVal = currSheet.Cells(rowPos, 1).Value2
If dateDict.exists(dateVal) Then
Else
dateDict.Add dateVal, 0
End If
rowPos = rowPos + 1
Loop
Dim mySheet As Worksheet
Set mySheet = ThisWorkbook.Worksheets.Add
Dim i As Long
Dim newPos As Long
Dim Column As Long
Column = 0
For Each myKey In dateDict
newPos = 2
rowPos = 2
Column = Column + 1
mySheet.Cells(1, Column).Value2 = myKey
Do While rowPos <= numRows
If currSheet.Cells(rowPos, 1).Value2 = myKey Then
mySheet.Cells(newPos, Column).Value2 = currSheet.Cells(rowPos, 2).Value2
newPos = newPos + 1
End If
rowPos = rowPos + 1
Loop
Next
End Sub
I too wish for more options with pivot tables. Here is a vba sub to do this transposition for you. This is just the basics and could be more robust. This does not sort your dates or your names and takes them as is. It adds a sheet and takes data from the current active sheet.
Sub Transpose()
Dim dateDict As Object
Dim numRows As Long
Dim rowPos As Long
Dim dateVal As String
Dim currSheet As Worksheet
Set currSheet = ActiveSheet
Set dateDict = CreateObject("Scripting.Dictionary")
numRows = currSheet.Range("A1").CurrentRegion.Rows.Count
rowPos = 2
Do While rowPos <= numRows
dateVal = currSheet.Cells(rowPos, 1).Value2
If dateDict.exists(dateVal) Then
Else
dateDict.Add dateVal, 0
End If
rowPos = rowPos + 1
Loop
Dim mySheet As Worksheet
Set mySheet = ThisWorkbook.Worksheets.Add
Dim i As Long
Dim newPos As Long
Dim Column As Long
Column = 0
For Each myKey In dateDict
newPos = 2
rowPos = 2
Column = Column + 1
mySheet.Cells(1, Column).Value2 = myKey
Do While rowPos <= numRows
If currSheet.Cells(rowPos, 1).Value2 = myKey Then
mySheet.Cells(newPos, Column).Value2 = currSheet.Cells(rowPos, 2).Value2
newPos = newPos + 1
End If
rowPos = rowPos + 1
Loop
Next
End Sub
answered Jan 4 at 18:14
BrianBrian
1445
1445
add a comment |
add a comment |
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