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Microsoft: Office FAQ

Best of Excel

NORMALIZE Your Table using the PivotTable Wizard by SkipVought
Posted: 7 Jul 04 (Edited 28 Jun 17)

The Dilema

You have a sheet set up something like this...
Acct   Jan Feb Mar
Acct01 234 123 567
Acct02 345 234 678
Acct03 456 345 789
 
and you're having problems doing the stuff to it that you'd like to do.

That's because your data is NOT NORMALIZED. You might want to check out this EXCELLENT link 'Relational Database Design'

Excel's PivotTable Wizard to the RESCUE!

1) Start the wizard -- Data/PivotTable & PivotChart Report...
If you have Excel Version 2007+ use alt+D P to activate the PT Wisard

2) Step 1 of 3 - Select Option Button: Multiple Consolidation Ranges -- [Next]

3) Step 2a of 3 - Select Option Button: I will create the page fields -- [Next]

4) Step 2b of 3 - With your cursor in the Range Textbox, select the data range on your sheet that you want to normalize -- [Add] -- [Next]

5) Step 3 of 3 - [Finish]

6) Drag the Row and Column buttons OFF the Layout -- [OK] -- [Finish]

7) Mysteriously, you are on another sheet that has a 4-cell pivot table. Double click the BOTTOM RIGHT CELL

8) Again, on another sheet -- This is you data normalized, or at least closer to it. You'll need to change headings at least.

Row Column Value
Acct01 Jan 234
Acct01 Feb 123
Acct01 Mar 567
Acct02 Jan 345
Acct02 Feb 234
Acct02 Mar 678
Acct03 Jan 456
Acct03 Feb 345
Acct03 Mar 789


By the way, my example had only one column, Acct, of "Row" data. If your instance has more than one column, you will need to concatenate the "Row" data, separated by a delimiter such as |, into a single column before starting this process. So this...

  A     B     C   D   E
Acct   Sub   Jan Feb Mar
Acct01 A01A  234 123 567
Acct02 A02B  345 234 678
Acct03 A03A  456 345 789
 

...would become this using the formula C1: =A1&"|"&B1...

  A     B        C         D   E   F
Acct   Sub   Acct|Sub     Jan Feb Mar
Acct01 A01A  Acct01|A01A  234 123 567
Acct02 A02B  Acct02|A02B  345 234 678
Acct03 A03A  Acct03|A03A  456 345 789
 
The normalization process will not use the first two columns.

Then, when the proceed is completed, use the Data > Data tools > Text to columns feature to complete the table, returning Acct and Sub in this case to separate columns, naturally shifting the "Column" and "Value" columns to the right appropriately.

Back to Microsoft: Office FAQ Index
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