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Reformat Data in Excel Using Formulas

Time:10-19

I have some Raw Data that I need to reformat as shown in the picture attached. I have also included a link to the file I am working on. The file has formulas in the Output section. I need help getting the layout in the Desired Output section in the excel file. (Credit: @Prema for the initial assistance and formulas)

Ultimately, I need to get only one row if two rows in a section, for example in cells B6, C6, D6, and E6 the same as B7, C7, D7, and E7 only show B6, C6, D6, and E6. Then the cost and discount price for that row for January, February, March, etc. for B6, C6, D6, and E6.

There are some instances where the matching values as described above are within a section for one person, for example for John, but they are separated by another row with different values. This means B6 thru E6 matches B8, D8, C8, D8, E8.

Any help you can provide is appreciated.

output of the Pivot Table

Pivot Tables have some format limitations (merge, wrap columns) so in order to visualize better the information I selected short names for example Discount instead of Discount Price. Because the source of the Pivot Table has the Cost column, you can not name it in the same way, so I changed the name of the original column to Cost Item.

Here is the source table of the Pivot Table:

source of the Pivot Table

This is the Pivot Table File List settings (the look and feel varies from Excel version and operative system, this is the look and feel of Excel Web):

pivot table configuration

Because you don't need total/subtotals, and the look and feel is a tabular format, such options are not selected:

Pivot table settings

You don't want to show the expanse/collapse buttons, then unselect the corresponding option:

Unmark expanse/collapse

It is difficult to show all the steps in an answer, because you can have have several options and configurations and it is a visual tool. I assume you have a basic knowledge on how to use Pivot Tables, if that is not the case, please check some video tutorial on internet.

Here you have link to the sample file used in this answer, so you can understand it better.

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