Forum Discussion
Power Query Data Stacking/Unstacking Inquiry
Hello,
I have a table which is formatted as followed:
| Account # | Owner 1 Name | Owner 1 SSN | Owner 1 DOB | Owner 1 Email | Owner 2 Name | Owner 2 SSN | Owner 2 DOB | Owner 2 Email | Owner 3 Name | Owner 3 SSN | Owner 3 DOB | Owner 3 Email |
| 1 | John Smith | 123123123 | 12/12/1950 | email address removed for privacy reasons | Sally Smith | 321321321 | 12/12/1960 | email address removed for privacy reasons | Adam Smith | 111222333 | 12/12/1970 | email address removed for privacy reasons |
| 2 | John Smith | 123123123 | 12/12/1950 | email address removed for privacy reasons | ||||||||
| 3 | John Smith | 123123123 | 12/12/1950 | email address removed for privacy reasons | Adam Smith | 111222333 | 12/12/1970 | email address removed for privacy reasons |
each row represents an account in which 1, or more owners may be listed. These owneres may also be listed on additional rows, and may also appear in differing sections (i.e owner 1, 2, 3 sets of headers to accomodate data gathering)
My goal is to use power query to transform the table to the following format:
| Account # | Owner Name | Owner SSN | Owner DOB | Owner Email |
| 1 | John Smith | 123123123 | 12/12/1950 | email address removed for privacy reasons |
| 1 | Sally Smith | 321321321 | 12/12/1960 | email address removed for privacy reasons |
| 1 | Adam Smith | 111222333 | 12/12/1970 | email address removed for privacy reasons |
| 2 | John Smith | 123123123 | 12/12/1950 | email address removed for privacy reasons |
| 3 | John Smith | 123123123 | 12/12/1950 | email address removed for privacy reasons |
| 3 | Adam Smith | 111222333 | 12/12/1970 | email address removed for privacy reasons |
I want to create a continguous/stacked data set for all account owners across multiple sets of columns, to just one set of columns to capture owner data.
Please let me know if anything is unclear, or if additional clarification is needed!
Thank You,
You can try this Power Query suggestion. In the attached file you can add data to the large blue dynamic table. Then you can click in any cell of the green table and right-click with the mouse and select refresh to update the green result table.
The data layout in the screenshot and in the attached file is for illustration. You can place the green result table to the right of the blue table or in another worksheet.
3 Replies
You can try this Power Query suggestion. In the attached file you can add data to the large blue dynamic table. Then you can click in any cell of the green table and right-click with the mouse and select refresh to update the green result table.
The data layout in the screenshot and in the attached file is for illustration. You can place the green result table to the right of the blue table or in another worksheet.OliverScheurich Thank you, this looks great.
Would it be possible by chance to list/provide a screenshot of your applied steps for transformation? I unfortunately am not able to open the file at this time.Disregard - I was able to open the file. Another question, would the steps work if i were to enter partial records? i.e. missing a DOB, or email?
You are welcome. The solution doesn't work for partial records. It requires all the information which is expected in the output table (name, ssn, dob and email).
