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vlookup or pivot or match/index ??

  1. #1
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    vlookup or pivot or match/index ??

    Hi. I'm struggling to get a tool to work to do something and i wonder if someone could please quickly point me in the right direction.

    My data are as follows
    bank year revenue assets
    X 2003 30000 450000
    X 2004 34000 450056
    Y 1999 3434 4493
    X 2003 30000 450000

    (Basically, a lot of repetition. For instance, row 1 = row 4)

    I would like to create (pivot?) tables for revenue and assets
    where banks are in the row and years are in the columns. Ultimate, I just want to have the data and format so that for a given bank and year, I can automate getting the rev or assets.

    I can't seem to get this to work (it has been a while since I did something like this in excel. i'm ready to switch over to sas, but for various reasons, would like to do it in excel, if possible).

    Thanks a lot.

  2. #2
    Forum Contributor Portuga's Avatar
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    Are those repeated lines correct or are they real duplicate records that need to be eliminated?

    If thats the case you should first clean up your data from duplicates and then apply a pivot table.

    What exactly is not working when you do the pivots?

    Attach a zipped sample if you can. It would be a lot easier to solve your problem.
    If you found the solution to your question. Mark the thread as "Solved"
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  3. #3
    Forum Moderator - RIP Richard Buttrey's Avatar
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    Quote Originally Posted by elbows
    Hi. I'm struggling to get a tool to work to do something and i wonder if someone could please quickly point me in the right direction.

    My data are as follows
    bank year revenue assets
    X 2003 30000 450000
    X 2004 34000 450056
    Y 1999 3434 4493
    X 2003 30000 450000

    (Basically, a lot of repetition. For instance, row 1 = row 4)

    I would like to create (pivot?) tables for revenue and assets
    where banks are in the row and years are in the columns. Ultimate, I just want to have the data and format so that for a given bank and year, I can automate getting the rev or assets.

    I can't seem to get this to work (it has been a while since I did something like this in excel. i'm ready to switch over to sas, but for various reasons, would like to do it in excel, if possible).

    Thanks a lot.
    Hi

    Attached is a solution using both a Pivot Table and a SumProduct table.

    Rgds
    Attached Files Attached Files

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