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rfway
Helper I
Helper I

retain formatting thru unpivot process

90 percent of all data I analyze is a combination of dollar-formatted data ALONG WITH percentage data.  After cleaning data and properly categorizing it as either currency or percentage, how do I keep the unpivot process from breaking data formats.  I started out using tableau add-in to unpivot columns, but it is frustrating to keep losing formats, or to have dollar and percentage amts mixed together.  

 

 

4 REPLIES 4
austinsense
Impactful Individual
Impactful Individual

Share a screenshot of the data so that I can see what you're talking about

Austin is VP Operations at PowerPivotPro and a professional self-service enthusiast 🙂

 

Untitled.pngnormally I might would unpivot beginning at the "cash" column but the last 3 columns are percentage ratios formatting those numbers becomes a pain when they are mixed.

 

austinsense
Impactful Individual
Impactful Individual

you can't have mixed formatting in a column so maybe unpivot twice - first on the numerical data and second on the percentage data

Austin is VP Operations at PowerPivotPro and a professional self-service enthusiast 🙂

can you unpivot them separately from the same sheet, or do you need to copy/paste the percentage columns along with primary shared column to another excel sheet and do it there, effectively creating 2 tables?

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