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 2,020Range3,020 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
Company Region Product
Jan Feb Mar Apr May ABC Co. EMEA Product 1
Product 1 1,000 2,000 3,000 4,000 5,000 ABC Co. EMEA Product 2
Product 2 1,010 2,010 3,010 4,010 4,010 ABC Co. EMEA Product 3
Product 3 1,020 2,020 3,020 4,020 4,020 ABC Co. EMEA Product 4
Product 4 1,030 2,030 3,030 4,030 4,030 ABC Co. EMEA Product 1
ABC Co. EMEA Product 2
ABC Co. EMEA Product 3
ABC Co. EMEA Product 4
ABC Co. EMEA Product 1
ABC Co. EMEA Product 2
ABC Co. EMEA Product 3
ABC Co. EMEA Product 4
ABC Co. EMEA Product 1
ABC Co. EMEA Product 2
ABC Co. EMEA Product 3
ABC Co. EMEA Product 4
ABC Co. EMEA Product 1
ABC Co. EMEA Product 2
ABC Co. EMEA Product 3
ABC Co. EMEA Product 4
e (Use as Pivot Table Source) Helper Columns

Col Headers Values Report Rows: 4

Month Sales $ Row Index Column Index
Jan 1,000 1 1
Jan 1,010 2 1
Jan 1,020 3 1
Jan 1,030 4 1
Feb 2,000 1 2
Feb 2,010 2 2
Feb 2,020 3 2
Feb 2,030 4 2
Mar 3,000 1 3
Mar 3,010 2 3
Mar 3,020 3 3
Mar 3,030 4 3
Apr 4,000 1 4
Apr 4,010 2 4
Apr 4,020 3 4
Apr 4,030 4 4
May 5,000 1 5
May 4,010 2 5
May 4,020 3 5
May 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