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Saturday, February 2, 2013

Transpose a table of data using Excel Formulas

Transpose a table of data using Excel Formulas:
Today lets tackle a familiar data clean-up problem using Excel – Transposing data.
That is, we want to take all rows in our data & make them columns. Something like this:
Transpose a table of data using Excel Formulas - How to & Tutorial

The easy solution – use Paste Special > Transpose

Long time Chandoo.org readers already know this. Excel has a built-in feature that lets you transpose data with a single click.
  1. Just select your original data
  2. Press CTRL+C to copy
  3. Go to an empty area and open Paste Special (CTRL+ALT+V)
  4. Select Transpose.
  5. Done!
Using Paste Special to transpose a table of data - demo

Although this approach works, it creates a copy of your original data. So whenever original numbers change, you must waste precious key strokes & time re-doing the transpose. This is exactly the opposite of awesome.
So, lets move to formulas.

Formula Solution #1 – Using INDEX & Helper cells to transpose a table

Lets say, we have named our original data as myData
Lets also say myData has 6 rows & 7 columns. That means, the transposed table will have 7 rows & 6 columns.
  1. Create a 7×6 grid in your worksheet
  2. About this, write numbers 1 to 6 (cells D20:I20).
  3. Similarly, write numbers 1 to 7 beside it (cells B23:B29).
  4. Now use INDEX formula to transpose data like this:
  5. =INDEX(myData, D$20, $B23)
  6. Copy this formula all over and you are done!
See the illustration below to understand how this works.
Transpose data using INDEX formula & Helper cells

Formula Solution #2 – Using INDEX formula & no helper cells

Sometimes, we cannot really use a helper column. That brings us to our next solution.
In above solution, the helper cells are giving us running numbers from 1 to 6 (and 1 to 7). We can use ROWS() and COLUMNS() formulas to generate these running numbers.
So our new formula will be
=INDEX(myData, COLUMNS($D20:D$20),ROWS($B$23:$B23))
Once you write and copy paste this formula, it will automatically supply the required numbers to INDEX formula and does the magic.
How does it work?
Well, that is for you to figure out. See this illustration to get started.
Transpose a table using INDEX, ROWS, COLUMNS Formulas

Formula Solution #3 – Using TRANSPOSE formula

Do you know there is a formula that does all of this. It is called – TRANSPOSE !!!
What is TRANSPOSE formula?
TRANSPOSE formula takes a range of values (or an array) and transposes them and returns another array.
Since this formula always returns an array, we cannot use it in one cell. But we can select a range of cells & then write TRANSPOSE in them and press CTRL+SHIFT+Enter to get the values transposed.
See this demo:
Using TRANSPOSE Excel formula to transpose data
Awesome, isn’t it?

Download Transpose Example Workbook & Play with it

Click here to download the workbook containing all these technique. Play with it to understand these formulas better.

How do you transpose your data?

I prefer using INDEX with ROWS & COLUMNS approach. This is very versatile & elegant. Also this approach lets me extract only a small window of large data set (by offsetting row & column numbers with something like scroll-bar position).
What about you? Which formulas do you use to transpose your data? Please share your tips & ideas using comments.

More formulas for data massaging

If you wrestle often with data & rely on coffee to get going, then you can use some help. Go thru below articles to learn more.

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