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Financial Data Transformation

sarakrzycki
5 - Atom

I have an excel file that looks something like this:

 BudgetActualDepartment 1Department 2
 YTDYTD1020

Total Revenue

3025205
Donations20201010
Grant Funds510 10
Foundations80502525

 

I know I need to transform it in some way but I am stuck because the first two rows act as headers.

 

Ideally I want my data to look like:

YTDBudgetTotal Revenue30
YTDBudgetDonations20
YTDBudgetGrant Funds5
YTDBudgetFoundations80
YTDActualTotal Revenue25
YTDActualDonations20
YTDActualGrant Funds10
YTDActualFoundations50
10Department 1Total Revenue20
10Department 1Donations10

 

can someone help me out with how to accomplish this?

 

Attached is an example workflow.

2 REPLIES 2
JosephSerpis
17 - Castor
17 - Castor

Hi @sarakrzycki I mocked up a workflow that produces the output you describe. Let me know what you think?

sarakrzycki
5 - Atom

This looks great! Thank you so much!

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