turning rows to columns in Excel - excel

I have an excel datasheet with more than 1,000,000 rows and 80 columns. the datasheet contains sales information of a chain store with more than 1700 store nationwide. each store is repeated 52(weeks in a year)* about 30 (products sold in that given week)* 2(two years). I want to convert the rows corresponding to products to columns. I can't do that using transverse because the products sold each week might not be exactly the same as those sold next week. do you have any solutions?
thanks
I just made a very simplified version of that excel file. the problem is that the products sold are not the same each week. there is a limited set of product, but only some of the items are sold each week
https://drive.google.com/open?id=1B2vjIL2hemfQNrCz0X6u_pzi7Euy6IWa3Lj0_HzDXDE

This isn't much of an answer yet - but it either will become one or I'll delete it, depending on the OP's response.
I'm thinking that transverse/transpose is the wrong term for what you're trying to do.
Perhaps you're just trying to better organize/visualize this data, something similar to one of these Pivot Tables:
or
These are just two of the infinite ways you can organize data in a Pivot Table.
Is that similar to what you're trying to do? If so I'll share some more info.
If this quantity of data is going to keep coming your way, way you really need is to start using an Access database to get this under control and be able to report on it properly (and easily, once it's setup).

Related

(excel) Calculated Field not available for a power pivot table

I'm trying to create a column in a pivot table I've created that calculates the difference between a forecast and actual cost column. Under 'Fields, Items, & Sets', 'calculated field' is grayed out/unavailable. From other forum posts as far back as 2010 (all with dead links to websites meant to explain it more), I've heard that this has something to do with using data that comes from an OLAP table.
My 'actual cost' data is being pulled from a server and funneled into a group of tables on separate sheets. I also have a manual entry sheet for the forecasts (also type table) that's being connected to it. that I'm The cell count is in the millions and steadily increasing, so it's understandable that the system uses OLAP to refresh manually (it takes about a minute to 'refresh all'). That said, I don't know why this would prevent me from doing math with these columns. I've looked up some videos on OLAP and I figure it's just above my head. I've looked into converting it into a "dynamic range" per a recommendation from about 10 years ago, but there isn't much about what that actually is online and I'm not sure I'd be able to do that with how I'm pulling it from the database. That, and I'm doing about 2 weeks worth of operations that are probably dependent on it being a table. I'm not even sure if you can feed data into power pivot if it's not a table.
I have a way that I think I can do this, but it requires about a week's worth of work manually building out a massive, un-iterative sheet. It would pull all of the values for a specific job of each activity type, sum them, and then compile them into another table that can be used to find the difference between the values of forecast and actual. But, at that point I'm basically just making a worse pivot table infrastructure from scratch.
Is there a way that I can just side-step this issue? I've only been using power pivot for a few weeks and this is the first time I've had to do math between columns, so it may be that I'm missing something that most people know.

Creating a table in Excel to track performance on 2 data points

I am looking to create an excel table so i can review my colleagues performance on a certain area in work.
The two measurement areas are Resolved Problems and Total time spent. I can pull this info from a dashboard at the end of the week and manually input it to excel.
We have 6 members of the team and i want to be able to input this data as weekly totals per user.
I will then use this data to track trends like who is resolving most problems, who is doing the least. Who spends the most time on problems and who spends the least.
I am not sure the best way to go about this data capture in excel.
Any help is appreciated.
Isn't this something that you would right click, select pivot table, and pivot my person, value column of time, sort by time?

Is there a way to sum data in Excel by group/category?

I'm completely new to Excel and am actually using it for the first time for a math paper, so I'm pretty lost to start with.
I have a large spreadsheet of data. It's organized in a table with the headers: country code, country name, date, and total. The dates range from April, 2020 to March, 2021 for 203 countries.
What I'm trying to do is to take the total amounts from each country each day.
I've included some screenshots from my excel spreadsheet:
Adding this data isn't so bad, right now I'm using the function =SUMIF(range, criteria (I'm just using ">0")). But when I have so much data to add, this feels really inefficient.
I was wondering if there was a function or if I could somehow create a function, that would let me input a country code and it would sum every row that has that country code? Or something similar that would speed up the process?
I'm sorry if this isn't the best-formatted question, it's my first time asking anything on Stack Overflow and I still new to the expectations from the community. Please let me know any extra information I can provide, ways I can clarify, or anything else.
Thank you to everyone in advance!
Depending on what you want to look at you can either use SUMIF / SUMIFS or a PIVOT table.
For your example above, I would recommend a PIVOT table. You can find further information on PIVOT tables here. Simply drag and drop the values you want to have in each row / column into the respective fields.
In case you then want the result to look nice, you can find information on formatting PIVOT tables here

Using Sumproduct to calculate two tables using horizontal (table headers) and vertical references

Hopefully the title makes some sense because I'm trying to wrap my head around the logic and I'm not quite sure how to phrase the question.I'll try to give a brief explanation of the end goal without over complicating it with unnecessary details.
I have a table of survey score averages for every month per person and a correlating table with the number of surveys each person received for each month. The logic is essentially multiple the score for each month by the number of surveys, combine them, divide by the total number of surveys within that time period to get their true average. Where things get a little complicated is that I have to include the ability to set a custom date range and return the value. So sometimes I might be looking at the average for Jan - Apr, other times I might just be looking at Feb-Mar etc.
I think sumproduct is going to get what I need done but I'm running into issues trying to write it out. I've written it several different ways and none of them worked so here's one that best conveys what I'm trying to do,
=SUMPRODUCT(--(F7:I7,L7:O7>=C2),--(F7:I7,L7:O7<=C3),--(E8:E12,K8:K12=B9),tbl_average[[Jan-20]:[Apr-20]],tbl_surveys[[Jan-20]:[Apr-20]])
I super appreciate any assistance I can get on this. I'm hoping the end result is not nearly as difficult as I'm making it out to be.
Some additional information:
I'm going to be using this same process to calculate multiple metrics across multiple worksheets.In the test example each of the tables will most likely be on different sheets. The dashboard with the calculated results will contain everyone's names and will be filtered and rearranged frequently, so I need to make sure we're always matching directly to their names and not just the relative rows. Basically, in my example I show that Agent 1 is always lined up on row 8 but that's not always going to be the case. Agent 1 could be in Row 8 on Sheet 1, Row 10 on Sheet 2, and Row 12 on Sheet 3 and I need all the correct values to multiply and sum against one another.

Dynamic Excel 2007 Dashboard Without VBA

Morning guys,
I'm hoping that one (or more) of you can help me.
I have been tasked with creating a dashboard which needs to display trends and have a dynamic frontsheet, preferably with drop-down or data forms so as to update a chart / graph.
The information itself is incredibly limited - the scope of the document is tracking a value (0-4) assigned to a staff member's ability to fulfill a task, e.g. 'Quotes - 4', 'Cancellation - 2' and so on. So the metrics are limited to:
Month (a worksheet for each month of the year and one front for the dashboard)
Team (Presently 6 teams, but this is likely to increase over time, so hopefully the solution facilitates relatively easy incorporation of new teams)
Employee (Self explanatory)
Task (Presently 25, but as above - subject to change)
Score (the 0-4 value referred to above)
So as you can see, it's a very simple dataset. The sheets are presently set out with six grids with data validation lists for determining Team and Score (dropdowns for easy data input), with the Task being pre-written and the employee entered manually by the user.
What I'm hoping to do is have a frontsheet with dynamic tables that update accordingly when a dropdown and/or data form is changed. The key focus is on getting the staff members up to 4s for all tasks, so ultimately, the charts will display trends for the individual teams (one chart for each team - 6 charts) on a month-on-month basis and also a dynamic table which can reflect specific information (e.g. employee performance on a specific month, or number of '3s' achieved by a specific team to date).
I've read a reasonable amount on this, but seem to have overwhelmed myself with the sheer amount of options. However, the options can be narrowed given that I'm working on a large corporate network that doesn't really facilitate downloads (so add-ins or anything extraneous to Excel 2007 'out-the-box' isn't an option) and preferably without the use of VBA (1. I'm quite a novice insofar as VBA, 2. Easy distribution and maintainence of the document might be marred by VBA?), though I appreciate that my requirements may dictate VBA to be essential.
Does anyone have any suggestions around how best to proceed creation of this dashboard?
Any and all help is appreciated and I apologise as a newbie if I've contravened any conventions around forum etiquette.
Thank you all for your time,
Rob
There are a couple of things that you need to consider in a task such as this:
a) what sort of output do you require?
b) how are you going to manage the data?
For a) I'd separate it further into the basics of what's required (time series charts of employee and/or team performances [how will team performance be measured? average, % achieving 4, or ?]) and then the bells and whistles of drop-downs. Focus on the basics, the other stuff first the whizzy stuff can come later. Getting b) right is vital - you are going to be extracting subsets of the data to build the charts you want to display. Get b) wrong and you'll just create a horrible task for yourself.
In your position I would consider re-organising the data into the form of a table. Excel's help defines what is meant by a table, but in essence it is a list of your observations where each observation simply comprises the score for a particular month/team/employee/task combination (so each observation comprises 5 values). The observations are arranged as successive rows of the table with the first row being the header row which will contain suitable labels such as "Month", "Team", "Employee", "Task", "Score". The real advantage of using a table such as this is that Excel provides a heap of in-built facilities for manipulating them - look up the help for Sort and Filter on the Data tab. In your case there is an even more compelling reason for using a table - you can use the Pivot Table and Pivot Chart facilities for analysing and displaying the data. If you have not used these before some time and effort spent learning about them will pay dividends. Once your data is organised and you know how to use Pivot Tables and Charts you should be able to prototype sum output very quickly.
If you do decide to organise your data as a table you can still keep a nice friendly looking grid of 6 team "tables" (different from Excel's use of the word) as a data entry facility to enter each month's scores by employee and task. You will need to find a way of getting each month's data from the data entry "tables" to the main data table. (Easiest way would be to use a bit of spare worksheet under the data entry tables to reproduce the entered data as a series of observation rows and then use Paste Special Values to append these rows to the end of the main table of observations. You can use VBA to automate the copy/paste operation if you want, you just need to figure out a way of identifying how may observations are currently in the main table and precisely where you want the paste to end up - COUNT() or COUNTA() is a useful friend here). Main problem to avoid (whether automated or not) is to avoid appending same entered data more than once to main data table.
Have a look at http://www.mediafire.com/download/x64swkp689k10a1/DataEntrytoTable.xlsx for a simple example of some of the above thoughts

Resources