Financial Data Transformation

[sarakrzycki]

I have an excel file that looks something like this:

	Budget	Actual	Department 1	Department 2
	YTD	YTD	10	20
Total Revenue	30	25	20	5
Donations	20	20	10	10
Grant Funds	5	10		10
Foundations	80	50	25	25

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:

YTD	Budget	Total Revenue	30
YTD	Budget	Donations	20
YTD	Budget	Grant Funds	5
YTD	Budget	Foundations	80
YTD	Actual	Total Revenue	25
YTD	Actual	Donations	20
YTD	Actual	Grant Funds	10
YTD	Actual	Foundations	50
10	Department 1	Total Revenue	20
10	Department 1	Donations	10

can someone help me out with how to accomplish this?

Attached is an example workflow.

[JosephSerpis · Accepted solution]

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

[sarakrzycki]

This looks great! Thank you so much!