Jan 29 2020 03:13 PM
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 know how to move the adjacent cells of the plan name as the template asks without having to copy and paste each individual cell. This is just a sample screenshot, in total I have 1500 lines that I need to move to match the template.
I would appreciate any help or suggestions.
Jan 30 2020 03:15 AM
Jan 30 2020 03:44 AM
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?
Jan 30 2020 08:17 AM
@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.
Jan 30 2020 08:19 AM
@Sergei Baklan 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.
Jan 30 2020 09:47 AM
Jan 30 2020 10:18 AM
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).
Jan 30 2020 10:41 AM
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.