Convert Data Structure for Pivot Table

Original Report Format Correct Structure for Pivot Source Data

Page Headers Page Headers Col Headers Row Labels
ABC <- Company Company Region Month Product
Column Headers
EMEA <- Region ABC EMEA Jan Product 1
Month-> Jan Feb Mar Apr ABC EMEA Jan Product 2
Account ABC EMEA Jan Product 3
Product 1 1,000 2,000 3,000 4,000 ABC EMEA Jan Product 4
Product
Row 2 1,010 2,010Value3,010 4,010 ABC EMEA Feb Product 1
Product
Labels3 1,020 2,020
Range3,020 4,020 ABC EMEA Feb Product 2
Product 4 1,030 2,030 3,030 4,030 ABC EMEA Feb Product 3
ABC EMEA Feb Product 4
ABC EMEA Mar Product 1
ABC EMEA Mar Product 2
1. Fields (columns) are created for each ABC EMEA Mar Product 3
defining characteristic of the data point. ABC EMEA Mar Product 4
2. One record set (row) is created for each ABC EMEA Apr Product 1
data point in the Value Range. ABC EMEA Apr Product 2
ABC EMEA Apr Product 3
ABC EMEA Apr Product 4

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 Values
Sales $
1,000
1,010
1,020
1,030
2,000
2,010
2,020
2,030
3,000
3,010
3,020
3,030
4,000
4,010
4,020
4,030

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Original Report Converted Data Table (Use as Pivot Table Source)

ABC Co.
EMEA Page Headers Row Labels Col Headers
Company Region Product Month
Jan Feb Mar Apr May ABC Co. EMEA Product 1 Jan
Product 1 1,000 2,000 3,000 4,000 5,000 ABC Co. EMEA Product 2 Jan
Product 2 1,010 2,010 3,010 4,010 4,010 ABC Co. EMEA Product 3 Jan
Product 3 1,020 2,020 3,020 4,020 4,020 ABC Co. EMEA Product 4 Jan
Product 4 1,030 2,030 3,030 4,030 4,030 ABC Co. EMEA Product 1 Feb
ABC Co. EMEA Product 2 Feb
ABC Co. EMEA Product 3 Feb
ABC Co. EMEA Product 4 Feb
ABC Co. EMEA Product 1 Mar
ABC Co. EMEA Product 2 Mar
ABC Co. EMEA Product 3 Mar
ABC Co. EMEA Product 4 Mar
ABC Co. EMEA Product 1 Apr
ABC Co. EMEA Product 2 Apr
ABC Co. EMEA Product 3 Apr
ABC Co. EMEA Product 4 Apr
ABC Co. EMEA Product 1 May
ABC Co. EMEA Product 2 May
ABC Co. EMEA Product 3 May
ABC Co. EMEA Product 4 May
vot Table Source) Helper Columns

Values Report Rows: 4

Sales $ Row Index Column Index
1,000 1 1
1,010 2 1
1,020 3 1
1,030 4 1
2,000 1 2
2,010 2 2
2,020 3 2
2,030 4 2
3,000 1 3
3,010 2 3
3,020 3 3
3,030 4 3
4,000 1 4
4,010 2 4
4,020 3 4
4,030 4 4
5,000 1 5
4,010 2 5
4,020 3 5
4,030 4 5
Original Report

Sales Sales Sales Sales Sales Margin Margin Margin Margin Margin
Sales Rep Product Jan Feb Mar Apr May Jan Feb Mar Apr May
Salesman 1 Product 1 1,000 2,000 3,000 4,000 5,000 500 1,000 1,500 2,000 2,500
Salesman 1 Product 2 1,010 2,010 3,010 4,010 4,010 505 1,005 1,505 2,005 2,005
Salesman 1 Product 3 1,020 2,020 3,020 4,020 4,020 510 1,010 1,510 2,010 2,010
Salesman 1 Product 4 1,030 2,030 3,030 4,030 4,030 515 1,015 1,515 2,015 2,015
Salesman 2 Product 1 2,000 4,000 6,000 8,000 10,000 1,000 2,000 3,000 4,000 5,000
Salesman 2 Product 2 2,020 4,020 6,020 8,020 8,020 1,010 2,010 3,010 4,010 4,010
Salesman 2 Product 3 2,040 4,040 6,040 8,040 8,040 1,020 2,020 3,020 4,020 4,020
Salesman 2 Product 4 2,060 4,060 6,060 8,060 8,060 1,030 2,030 3,030 4,030 4,030
Converted Data Table (Use as Pivot Table Source) Helper Columns

Row Labels Column HeadeValues Report Rows: 8

Sales Rep Product Month Sales $ Margin $ Row Index Column Index
Salesman 1 Product 1 Jan 1,000 500 1 1
Salesman 1 Product 2 Jan 1,010 505 2 1
Salesman 1 Product 3 Jan 1,020 510 3 1
Salesman 1 Product 4 Jan 1,030 515 4 1
Salesman 2 Product 1 Jan 2,000 1,000 5 1
Salesman 2 Product 2 Jan 2,020 1,010 6 1
Salesman 2 Product 3 Jan 2,040 1,020 7 1
Salesman 2 Product 4 Jan 2,060 1,030 8 1
Salesman 1 Product 1 Feb 2,000 1,000 1 2
Salesman 1 Product 2 Feb 2,010 1,005 2 2
Salesman 1 Product 3 Feb 2,020 1,010 3 2
Salesman 1 Product 4 Feb 2,030 1,015 4 2
Salesman 2 Product 1 Feb 4,000 2,000 5 2
Salesman 2 Product 2 Feb 4,020 2,010 6 2
Salesman 2 Product 3 Feb 4,040 2,020 7 2
Salesman 2 Product 4 Feb 4,060 2,030 8 2
Salesman 1 Product 1 Mar 3,000 1,500 1 3
Salesman 1 Product 2 Mar 3,010 1,505 2 3
Salesman 1 Product 3 Mar 3,020 1,510 3 3
Salesman 1 Product 4 Mar 3,030 1,515 4 3
Salesman 2 Product 1 Mar 6,000 3,000 5 3
Salesman 2 Product 2 Mar 6,020 3,010 6 3
Salesman 2 Product 3 Mar 6,040 3,020 7 3
Salesman 2 Product 4 Mar 6,060 3,030 8 3
Salesman 1 Product 1 Apr 4,000 2,000 1 4
Salesman 1 Product 2 Apr 4,010 2,005 2 4
Salesman 1 Product 3 Apr 4,020 2,010 3 4
Salesman 1 Product 4 Apr 4,030 2,015 4 4
Salesman 2 Product 1 Apr 8,000 4,000 5 4
Salesman 2 Product 2 Apr 8,020 4,010 6 4
Salesman 2 Product 3 Apr 8,040 4,020 7 4
Salesman 2 Product 4 Apr 8,060 4,030 8 4
Created by: Jon Acampora
Date: 7/14/2013
Original Article: http://www.excelcampus.com/modeling/structure-pivot-table-source-data
Website: http://www.excelcampus.com