Forum Discussion
Transpose issue (maybe)
There are different columns in screenshot and Excel file. Do you mean group records in screenshot by Plan Name and add it's name on the top of each group as in file?
SergeiBaklan I appreciate your response! Yes essentially that is what I am trying to accomplish. But I don't know how the rest of the data (DOB, SSN, name, cost) will be moved to match the plan name.
To confirm, you essentially want to do this?
If so, your data can be loaded into Power Query and re-shaped quickly. Power Query refers to it as Pivoting the column. In this case, the Plan column is pivoted with Coverage as the values.
If you shall to transform into the template form one to one and that's one time job - afraid it'll be manual work. Time spent on VBA or any other automation will be much more than one time manual transformation.
Another story, perhaps you may simplify that work a bit, not just copy cell by cell. As Charla74 says, group by name, rename columns as template requires, reorder columns as needed, add title to each group with the name, remove not used columns (e.g. with project name).
