Hi All, I know this question has been asked and answered a few times but I am struggling with it anyway. I am trying to take the below set up: FundFund NameClass NameBasisYear EndFund 1Fund Name 1Class Name ABasis A8/31/2018Fund 2Fund Name 2Class Name ABasis A8/31/2018Fund 3Fund Name 3Class Name ABasis A8/31/2018Fund 4Fund Name 4Class Name ABasis A8/31/2018Fund 5Fund Name 5Class Name ABasis A8/31/2018Fund 6Fund Name 6Class Name ABasis A8/31/2018Fund 7Fund Name 7Class Name ABasis A8/31/2018Fund 8Fund Name 8Class Name ABasis A8/31/2018Fund 9Fund Name 9Class Name ABasis A8/31/2018 and change it to this: FundFund 1Fund 2Fund 3Fund 4Fund 5Fund 6Fund 7Fund 8Fund 9Fund NameFund Name 1Fund Name 2Fund Name 3Fund Name 4Fund Name 5Fund Name 6Fund Name 7Fund Name 8Fund Name 9Class NameClass Name AClass Name AClass Name AClass Name AClass Name AClass Name AClass Name AClass Name AClass Name ABasisBasis ABasis ABasis ABasis ABasis ABasis ABasis ABasis ABasis AYear End8/31/20188/31/20188/31/20188/31/20188/31/20188/31/20188/31/20188/31/20188/31/2018 Any help would be appreciated. Thanks in advance!!

Transpose Question

cobo1981

Hi All,

I know this question has been asked and answered a few times but I am struggling with it anyway.

I am trying to take the below set up:

Fund	Fund Name	Class Name	Basis	Year End
Fund 1	Fund Name 1	Class Name A	Basis A	8/31/2018
Fund 2	Fund Name 2	Class Name A	Basis A	8/31/2018
Fund 3	Fund Name 3	Class Name A	Basis A	8/31/2018
Fund 4	Fund Name 4	Class Name A	Basis A	8/31/2018
Fund 5	Fund Name 5	Class Name A	Basis A	8/31/2018
Fund 6	Fund Name 6	Class Name A	Basis A	8/31/2018
Fund 7	Fund Name 7	Class Name A	Basis A	8/31/2018
Fund 8	Fund Name 8	Class Name A	Basis A	8/31/2018
Fund 9	Fund Name 9	Class Name A	Basis A	8/31/2018

and change it to this:

Fund	Fund 1	Fund 2	Fund 3	Fund 4	Fund 5	Fund 6	Fund 7	Fund 8	Fund 9
Fund Name	Fund Name 1	Fund Name 2	Fund Name 3	Fund Name 4	Fund Name 5	Fund Name 6	Fund Name 7	Fund Name 8	Fund Name 9
Class Name	Class Name A	Class Name A	Class Name A	Class Name A	Class Name A	Class Name A	Class Name A	Class Name A	Class Name A
Basis	Basis A	Basis A	Basis A	Basis A	Basis A	Basis A	Basis A	Basis A	Basis A
Year End	8/31/2018	8/31/2018	8/31/2018	8/31/2018	8/31/2018	8/31/2018	8/31/2018	8/31/2018	8/31/2018

Any help would be appreciated.

Thanks in advance!!

Preparation

Accepted answers

OldDogNewTricks

I think the attached workflow will accomplish it for you.

TransposeCrossTabSample.yxmd

CharlieS

I used a few extra tools to assign record and order numbers to make sure the data was transformed exactly as requested. When string fields are used to transpose, they are often sorted to alphabetic order so assigning numeric order fields are a safe way to go.

Check out the attached solution and let me know if you have any questions.

20181220-TransposeTile.yxmd

All comments

OldDogNewTricks

I think the attached workflow will accomplish it for you.

TransposeCrossTabSample.yxmd

CharlieS

Check out the attached solution and let me know if you have any questions.

20181220-TransposeTile.yxmd

OldDogNewTricks

@CharlieS - good call with the recordID additions.

Liz001

Hi,

I have a similar question with a slightly different output. I want to transpose the attached data and I need it to look like the Output spreadsheet.

I used the workflow developed by CharlieS but it needs a change which I cannot figure out. Any chance someone could make this work? I could use the Select tool and do the renaming of the columns, but my data constantly changes and I don't want to be changing the names in the Select tool everytime I add more data.

Many thanks,

Alba

Example.xlsx

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