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Transpose linking sheets updating data

ResolvedVersion 365
Edited on Fri 29 May 2026, 11:04

Transpose linking sheets updating data

Hi
I am trying to analyse some data from a panel rating proposals for investment activity. My initial data is all text strings and looks like this. This is contained in a downloaded spreadsheet that I would like to access and interpret automatically (as far as possible).
Proposal_A Proposal_B Proposal_C
Assessor_1 1 2 3
Assessor_2 1 3 2
Assessor_3 2 1 3

I believe I need to transpose the data from this sheet and also reference the sheet in such a way that when the new assessment data is saved the analysis updates automatically. Previously we have done a manual copy-paste-transpose but I would like to avoid manual interaction if possible. I also know there can be an issue with converting text to numbers. Assessors can answer 'n/a' if they do not wish to rate a proposal.

My analysis sheet has the following structure. It needs to link to the new data to populate it. Other analysis formulas then access the data in the analysis sheet to present and interpret e.g. mean highest scoring proposal.

Assessor_1 Assessor_2 Assessor_3
Proposal_A 1 1 2
Proposal_B 2 3 1
Proposal_C 3 2 3

Advice on how this could be achieved appreciated. Thanks
Mat

RE: transpose linking sheets updating data

Hi Matthew,

Thank you for the forum question.

You can fully automate this in Excel—no copy/paste needed—by combining Power Query (best option) or formulas depending on your version.
________________________________________
Best approach: Power Query (fully automated, refreshable)
This is ideal since:
• Handles text → numbers safely
• Deals with "n/a" cleanly
• Automatically updates when data changes
• Performs the transpose + reshape in one flow
________________________________________
Step-by-step
1. Convert your raw data into a Table
• Select your data (including headers)
• Press Ctrl + T
• Name it e.g. RawData
Example:
Proposal_A Proposal_B Proposal_C
Assessor_1 1 2 3
Assessor_2 1 3 2
Assessor_3 2 1 3
________________________________________
2. Load into Power Query
• Go to Data → From Table/Range
________________________________________
3. Transform the structure
In Power Query editor:
A. Unpivot the proposals
• Select all proposal columns (Proposal_A, etc.)
• Click: Transform → Unpivot Columns
Result becomes:
Assessor Attribute Value
Assessor_1 Proposal_A 1
Assessor_1 Proposal_B 2
... ... ...
Rename:
• Attribute → Proposal
• Value → Score
________________________________________
B. Pivot back into your target layout
• Select Assessor column
• Click: Transform → Pivot Column
• Values column = Score
• Aggregation = “Don’t Aggregate” (or Min if forced)
Now you have:
Proposal Assessor_1 Assessor_2 Assessor_3
Proposal_A 1 1 2
Proposal_B 2 3 1
Proposal_C 3 2 3
________________________________________
4. Handle "n/a" values
Before pivoting:
• Select Score column
• Replace values:
o "n/a" → null
• Then set column type → Whole Number
________________________________________
5. Load result
• Click Close & Load
• Output goes to your Analysis sheet
________________________________________
Result
Whenever new data is pasted or refreshed:
• Click Refresh
• Everything updates automatically
________________________________________
Alternative: Formula-only solution (Excel 365)
If you prefer formulas:
Step 1 – Reference raw data
Assume raw data in A1:D4
Step 2 – Use TRANSPOSE
You can flip axes:
=TRANSPOSE(A1:D4)
But this alone won’t restructure headers properly.
________________________________________
Better formula solution (dynamic array)
Use INDEX to re-map:
=INDEX($B$2:$D$4, COLUMN()-1, ROW()-1)
Place in output grid starting at Proposal_A row.
________________________________________
Handle "n/a"
Convert safely:
=IFERROR(--B2, "")
________________________________________
Recommendation
Method Best for
Power Query Automation, refresh, error handling
Formulas Simpler, but less robust
________________________________________
Extra tip (important)
If your file is downloaded regularly:
• Store it in a fixed location
• Use Data → Get Data → From File
• Then your model refreshes without manual intervention
________________________________________
Summary
• Use Power Query
• Unpivot → Pivot to reshape
• Replace "n/a" with null
• Load to analysis sheet
• Hit Refresh for new datasets
________________________________________





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Jens Bonde
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