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Excel Data Conversion

gloftis1999
6 - Meteoroid

Hello,

 

I am looking to re-format a data file, but I am not sure how to do this efficiently. In the excel file I have attached called "Sample Data", I need to format the data so it fits into the "Reformat" workbook.

 

On each line, there should be a different combination of City, County, and District. I need to sum the total AND taxable sales where the City, County, and District are all the same, and report that to one line, then the next line would report the totals for a different combination of those three fields. It also needs to go in chronological order, so all May 2020 lines first, June 2020 lines next, and so on. 

 

For example, I would the Reformat sheet to look like this:

 

Month  Year       City        County      Total Sales     Taxable Sales     District

May     2020  Aurora           Adams      100                     100               RTD/CD

May     2020  Denver          Adams      100                      80              RTD/CD 

May     2020  Denver          Adams       78                        40                   RTA

June    2020  Aurora          Adams       100                       90                 RTD/CD

June   2020   Centennial   Arapahoe   100                       70                 RTA

 

 

Any help with a workflow would be greatly appreciated as I am currently copying and pasting values from a pivot table month by month. Thanks so much!

 

 

2 REPLIES 2
SPetrie
13 - Pulsar

May not be exactly what you are looking for, but I think this will help get you there.

 

gloftis1999
6 - Meteoroid

This definitely helped me get there much quicker than my original method. Thank you so much!

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