Best practice to achieve tabular model from financial report layout

Hi everyone,

I have this financial reporting (dummy data for illustration purposes) layout I would need to convert to tabular model.

This is how it looks like:

This is how I would need the data:

I started to change the layout (PQ challenge WIP) but got stuck - any advice on how to accomplish this would be much appreciated.

PQ challenge WIP.xlsx (121.5 KB)
PQ challenge.xlsx (74.4 KB)


attached an excel file with a possible solution
I used the unpivot option in the get and transform Data option from excel to get a similar table as in your screen shot
the table1_1 is the expected output.
table1 is the transformation of your FY24_budget in a workable table

I’m not sure what you want to achieve with this?
Not a workable table to compare actuals with budget.

PQ challenge POSSIBLE SOLUTION.xlsx (135.8 KB)
kind regards




Thank you very much Roger, I have now managed to merge PY, Budget and Act within the same query hence making it comparable.