Forum Discussion
Transpose issue (maybe)
Hello! I am trying to put this data Into the format of the attached file. Essentially I need to change Coloumn "Plan_Name" into unique headers as the template asks, but I do not kno...
Are you trying to re-order or move columns in your Excel worksheet? If so, highlight the whole column, move your cursor to the edge of the selected range (it should change from a cross to a four direction pointer), press and hold the shift key and drag the column to its new position.
Charla74 I appreciate your response! What I am trying to do is add the 10 different plan names as headers, however, I don't know how to move the plan name along with the rest of the information in the same row (name, DOB, SSN, costs, etc) without having to copy and paste every single line.
- PCcoord
Ok, I think I see now... what I would do is (working with a copy of your data rather than original) is sort the columns into the same order as the template (you could use the method I mentioned earlier and record it in a macro if the data will always be in the same order). Add a filter to the data and, using the Plan field, copy / paste into the template for each. Again, you can automate all of this with VBA but not with the macro recorder because the ranges would need to be dynamic.
Another way to quickly separate data is by adding a pivot table with Plan In the Rows area and maybe life volume in Value area - this will summarise by Plan. Then by drilling down (double clicking) on the value total for each plan, you get a separate sheet of data for each. If you do the sorting I mentioned before hand you should be able to copy / paste directly into a template.