Arranging data in a spreadsheet

  • Thread starter Thread starter Stephanie Quinn
  • Start date Start date
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Stephanie Quinn

I have a spreadsheet that is imported from another
program. In column A there are portfolio numbers. In
column B are names associated with the portfolio. There
are multiple names assigned to some portfolio, and
therefore the portfolio number is repeated for each name.
I would like my spread sheet to have just one row per
portfolio number and multiple columns for the names (as
opposed to a new row for each name. Is there any way to
have excel do this for me. I need to mail merge the
document.

EXAMPLE:

A B
100 JANE DOE
100 JOHN DOE
110 JACK DOE
120 JULIE DOE
120 JOSH DOE

WOULD LOOK LIKE:

A B C
100 JANE DOE JOHN DOE
110 JACK DOE
120 JULIE DOE JOSH DOE

I hope this makes sense.
 
First select the portfolios, do data>filter>advanced filer, copy to another
location and select unique records only,
that will give you a unique list of portfolios

100
110
120

using your example, then data>filter>autofilter, filter on 100, select the
visible names and copy them, select the
cell to the right of where 100 is, do edit>paste special and check
transpose. Then filter on 110 and repeat and so on..
 
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