Excel data matrix into a pivot

FA Accountant

New Member
Joined
Feb 13, 2019
Messages
3
Hi, I need some help to put the following data into an excel pivot so that I can look at any Oracle Role and see only those responsibilities that apply (ie where the X exists - I don't want to see any of blank cells_). Is there a way of doing this? A regular pivot does not seem to work.....thks!

[TABLE="width: 794"]
<colgroup><col width="265" style="width: 199pt; mso-width-source: userset; mso-width-alt: 9691;"> <col width="86" style="width: 65pt; mso-width-source: userset; mso-width-alt: 3145;"> <col width="97" style="width: 73pt; mso-width-source: userset; mso-width-alt: 3547;"> <col width="98" style="width: 74pt; mso-width-source: userset; mso-width-alt: 3584;"> <col width="104" style="width: 78pt; mso-width-source: userset; mso-width-alt: 3803;"> <col width="102" style="width: 77pt; mso-width-source: userset; mso-width-alt: 3730;"> <col width="96" style="width: 72pt; mso-width-source: userset; mso-width-alt: 3510;"> <col width="102" style="width: 77pt; mso-width-source: userset; mso-width-alt: 3730;"> <col width="105" style="width: 79pt; mso-width-source: userset; mso-width-alt: 3840;"> <tbody>[TR]
[TD="width: 265, bgcolor: #A9D08E"]Oracle Role[/TD]
[TD="width: 86, bgcolor: yellow"]AP User [/TD]
[TD="width: 97, bgcolor: yellow"]AP Inquiry[/TD]
[TD="width: 98, bgcolor: yellow"]AP Manager[/TD]
[TD="width: 104, bgcolor: yellow"]GL Inquiry[/TD]
[TD="width: 102, bgcolor: yellow"]GL User[/TD]
[TD="width: 96, bgcolor: yellow"]FA Inquiry[/TD]
[TD="width: 102, bgcolor: yellow"]FA User[/TD]
[TD="width: 105, bgcolor: yellow"]FA Manager[/TD]
[/TR]
[TR]
[TD="bgcolor: #A9D08E"]Oracle Role AP Team member[/TD]
[TD="bgcolor: transparent"]X[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"]X[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[/TR]
[TR]
[TD="bgcolor: #A9D08E"]Oracle Role AP Team Lead[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"]X[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"]X[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[/TR]
[TR]
[TD="bgcolor: #A9D08E"]Oracle Role Projects Team Member[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"]X[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[/TR]
[TR]
[TD="bgcolor: #A9D08E"]Oracle Role Projects Team Lead[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"]X[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"]X[/TD]
[/TR]
[TR]
[TD="bgcolor: #A9D08E"]Oracle Role Fixed Asset Team Member[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"]X[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"]X[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"]X[/TD]
[TD="bgcolor: transparent"] [/TD]
[/TR]
[TR]
[TD="bgcolor: #A9D08E"]Oracle Role Fixed Asset TeamLead[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"]X[/TD]
[/TR]
</tbody>[/TABLE]
 

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Would this be an acceptable presentation

Data Range
[Table="class: grid"][tr][td] [/td][td]
A
[/td][td]
B
[/td][td]
C
[/td][/tr]
[tr][td]
1
[/td][td]
Oracle Role​
[/td][td]
Attribute​
[/td][td]
Value​
[/td][/tr]


[tr][td]
2
[/td][td]
Oracle Role AP Team member​
[/td][td]
AP User​
[/td][td]
X​
[/td][/tr]


[tr][td]
3
[/td][td]
Oracle Role AP Team member​
[/td][td]
GL Inquiry​
[/td][td]
X​
[/td][/tr]


[tr][td]
4
[/td][td]
Oracle Role AP Team Lead​
[/td][td]
AP Manager​
[/td][td]
X​
[/td][/tr]


[tr][td]
5
[/td][td]
Oracle Role AP Team Lead​
[/td][td]
GL User​
[/td][td]
X​
[/td][/tr]


[tr][td]
6
[/td][td]
Oracle Role Projects Team Member​
[/td][td]
AP Inquiry​
[/td][td]
X​
[/td][/tr]


[tr][td]
7
[/td][td]
Oracle Role Projects Team Lead​
[/td][td]
GL User​
[/td][td]
X​
[/td][/tr]


[tr][td]
8
[/td][td]
Oracle Role Projects Team Lead​
[/td][td]
FA Manager​
[/td][td]
X​
[/td][/tr]


[tr][td]
9
[/td][td]
Oracle Role Fixed Asset Team Member​
[/td][td]
AP Inquiry​
[/td][td]
X​
[/td][/tr]


[tr][td]
10
[/td][td]
Oracle Role Fixed Asset Team Member​
[/td][td]
GL User​
[/td][td]
X​
[/td][/tr]


[tr][td]
11
[/td][td]
Oracle Role Fixed Asset Team Member​
[/td][td]
FA User​
[/td][td]
X​
[/td][/tr]


[tr][td]
12
[/td][td]
Oracle Role Fixed Asset TeamLead​
[/td][td]
FA Manager​
[/td][td]
X​
[/td][/tr]
[/table]

If so, load to Power Query and Unpivot the columns.
 
Upvote 0
Thanks for quick reply Alan; this is not really what I'm after...ideally I want to see just one row for each Oracle Role and then the Attributes that apply to that Role, so AP Team Member with AP User & GL Inquiry only. It may not be possible...my objective is to review these roles and associate responsibilities / attributes easily
 
Upvote 0
Using a PIvot table after creating a normalized data as shown in my earlier post, would this work for you.

Data Range
[Table="class: grid"][tr][td] [/td][td]
E
[/td][td]
F
[/td][/tr]
[tr][td]
1
[/td][td]
[/td][td]
[/td][/tr]


[tr][td]
2
[/td][td]
Oracle Role​
[/td][td]
Attribute​
[/td][/tr]


[tr][td]
3
[/td][td]
Oracle Role AP Team Lead​
[/td][td]
[/td][/tr]


[tr][td]
4
[/td][td]
[/td][td]
AP Manager​
[/td][/tr]


[tr][td]
5
[/td][td]
[/td][td]
GL User​
[/td][/tr]


[tr][td]
6
[/td][td]
Oracle Role AP Team member​
[/td][td]
[/td][/tr]


[tr][td]
7
[/td][td]
[/td][td]
AP User​
[/td][/tr]


[tr][td]
8
[/td][td]
[/td][td]
GL Inquiry​
[/td][/tr]


[tr][td]
9
[/td][td]
Oracle Role Fixed Asset Team Member​
[/td][td]
[/td][/tr]


[tr][td]
10
[/td][td]
[/td][td]
AP Inquiry​
[/td][/tr]


[tr][td]
11
[/td][td]
[/td][td]
FA User​
[/td][/tr]


[tr][td]
12
[/td][td]
[/td][td]
GL User​
[/td][/tr]


[tr][td]
13
[/td][td]
Oracle Role Fixed Asset TeamLead​
[/td][td]
[/td][/tr]


[tr][td]
14
[/td][td]
[/td][td]
FA Manager​
[/td][/tr]


[tr][td]
15
[/td][td]
Oracle Role Projects Team Lead​
[/td][td]
[/td][/tr]


[tr][td]
16
[/td][td]
[/td][td]
FA Manager​
[/td][/tr]


[tr][td]
17
[/td][td]
[/td][td]
GL User​
[/td][/tr]


[tr][td]
18
[/td][td]
Oracle Role Projects Team Member​
[/td][td]
[/td][/tr]


[tr][td]
19
[/td][td]
[/td][td]
AP Inquiry​
[/td][/tr]
[/table]
 
Upvote 0
Hi Alan, yes this would work! Would you mind to advise how I can do this though? I'm not familiar with "normalized data"?. Thanks so much...

Data Range
[TABLE="class: grid"]
<tbody>[TR]
[TD][/TD]
[TD]
E
[/TD]
[TD]
F
[/TD]
[/TR]
[TR]
[TD]
1
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]
2
[/TD]
[TD]
Oracle Role
[/TD]
[TD]
Attribute
[/TD]
[/TR]
[TR]
[TD]
3
[/TD]
[TD]
Oracle Role AP Team Lead
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]
4
[/TD]
[TD][/TD]
[TD]
AP Manager
[/TD]
[/TR]
[TR]
[TD]
5
[/TD]
[TD][/TD]
[TD]
GL User
[/TD]
[/TR]
[TR]
[TD]
6
[/TD]
[TD]
Oracle Role AP Team member
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]
7
[/TD]
[TD][/TD]
[TD]
AP User
[/TD]
[/TR]
[TR]
[TD]
8
[/TD]
[TD][/TD]
[TD]
GL Inquiry
[/TD]
[/TR]
[TR]
[TD]
9
[/TD]
[TD]
Oracle Role Fixed Asset Team Member
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]
10
[/TD]
[TD][/TD]
[TD]
AP Inquiry
[/TD]
[/TR]
[TR]
[TD]
11
[/TD]
[TD][/TD]
[TD]
FA User
[/TD]
[/TR]
[TR]
[TD]
12
[/TD]
[TD][/TD]
[TD]
GL User
[/TD]
[/TR]
[TR]
[TD]
13
[/TD]
[TD]
Oracle Role Fixed Asset TeamLead
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]
14
[/TD]
[TD][/TD]
[TD]
FA Manager
[/TD]
[/TR]
[TR]
[TD]
15
[/TD]
[TD]
Oracle Role Projects Team Lead
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]
16
[/TD]
[TD][/TD]
[TD]
FA Manager
[/TD]
[/TR]
[TR]
[TD]
17
[/TD]
[TD][/TD]
[TD]
GL User
[/TD]
[/TR]
[TR]
[TD]
18
[/TD]
[TD]
Oracle Role Projects Team Member
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]
19
[/TD]
[TD][/TD]
[TD]
AP Inquiry
[/TD]
[/TR]
</tbody>[/TABLE]
[/QUOTE]
 
Upvote 0
Load the data to Power Query and Unpivot all but the first column. Close and Load to your spreadsheet and then create a pivot table putting all data into rows and eliminating subtotals and grand totals.

To further understand and learn the value of Power Query you can obtain the book M is for (Data) Monkey by Ken Puls and Miguel Escobar. This is a very powerful tool that allows for easy manipulation of data.
 
Last edited:
Upvote 0

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