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organise data with pivot table

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  1. #1
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    organise data with pivot table

    I have used pivot tables before but not in this way. I have to reorganize financial product data that has the following characteristics:

    First column: each fund name
    Second to last column: share class designations starting with: A, A1, A2, B, B1, B2 etc

    Then the data is the CUSIP which is an identifier that defines each share class within each fund. What I'm trying to do is reorganize the data vertically so all the data is displayed in two or three columns instead of 8+ having the first column the fund name as it already is, the second each share class within the corresponding fund then the third column the CUSIP identifier for each share class. I hope this is clear enough, is there a way to use excel pivot tables to do this? I have attached data that is similar to what I am working with.

    Thanks,

    Zach
    Attached Files Attached Files
    Last edited by zbelden; 08-16-2010 at 02:52 PM. Reason: Adding dummy excel list

  2. #2
    Forum Expert royUK's Avatar
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    re: organise data with pivot table

    Your post does not comply with Rule 1 of our Forum RULES. Your post title should accurately and concisely describe your problem, not your anticipated solution. Use terms appropriate to a Google search. Poor thread titles, like Please Help, Urgent, Need Help, Formula Problem, Code Problem, and Need Advice will be addressed according to the OP's experience in the forum: If you have less than 10 posts, expect (and respond to) a request to change your thread title. If you have 10 or more posts, expect your post to be locked, so you can start a new thread with an appropriate title.
    To change a Title on your post, click EDIT then Go Advanced and change your title, if 2 days have passed ask a moderator to do it for you.

    EDITED THIS TIME. READ THE FORUM RULES, THEN:

    To best describe or illustrate your problem you would be better off attaching a dummy workbook, the workbook should contain the same structure and some dummy data of the same type as the type you have in your real workbook - so, if a cell contains numbers & letters in this format abc-123 then that should be reflected in the dummy workbook.

    If needed supply a before and after sheet in the workbook so the person helping you can see what you are trying to achieve.

    Doing this will ensure you get the result you need!
    Last edited by royUK; 08-16-2010 at 02:37 PM.
    Hope that helps.

    RoyUK
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    For Excel Tips & Solutions, free examples and tutorials why not check out my web site

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