Hello - i want to transform the below table into rows instead so it's easier to filter by period/fund. Could you please help?
Original
Fund | Investor Name | 2021 Q2 | 2021 Q2 % | 2021 Q3 | 2021 Q3 % | 2021 Q4 | 2021 Q4 % |
A | 1 | 40 | 40% | 30 | 30% | 30 | 30% |
A | 2 | 60 | 60% | 70 | 70% | 70 | 70% |
Total | 100 | 100% | 100 | 100% | 100 | 100% | |
B | 3 | 30 | 30% | 30 | 30% | 30 | 30% |
B | 4 | 30 | 30% | 30 | 30% | 30 | 30% |
B | 5 | 40 | 40% | 40 | 40% | 40 | 40% |
Total | 100 | 100% | 100 | 100% | 100 | 100% |
New Table
Fund | Investor Name | Period | Amount | % |
A | 1 | 2021 Q2 | 40 | 40% |
A | 2 | 2021 Q2 | 60 | 60% |
Total | 2021 Q2 | 100 | 100% | |
A | 1 | 2021 Q3 | 30 | 30% |
A | 2 | 2021 Q3 | 70 | 70% |
Total | 2021 Q3 | 100 | 100% | |
A | 1 | 2021 Q4 | 30 | 30% |
A | 2 | 2021 Q4 | 70 | 70% |
Total | 2021 Q4 | 100 | 100% | |
B | 3 | 2021 Q2 | 30 | 30% |
B | 4 | 2021 Q2 | 30 | 30% |
B | 5 | 2021 Q2 | 40 | 40% |
Total | 2021 Q2 | 100 | 100% | |
B | 3 | 2021 Q3 | 30 | 30% |
B | 4 | 2021 Q3 | 30 | 30% |
B | 5 | 2021 Q3 | 40 | 40% |
Total | 2021 Q3 | 100 | 100% | |
B | 3 | 2021 Q4 | 30 | 30% |
B | 4 | 2021 Q4 | 30 | 30% |
B | 5 | 2021 Q4 | 40 | 40% |
Total | 2021 Q4 | 100 | 100% |
Solved! Go to Solution.
Can be achieved with the below steps.
Step 1: Use Record ID
Step 2: Use the Tile tool
Step 3: Use the Sort tool
Step 4: Then use the MultiRow Field tool
Step 5: Use the Transpose tool
Many thanks
Shanker V
thank you both!