Excel Help: Reorganize Financial Statement Data to Easily Analyze with Pivot Tables

Hey guys, does anyone know a quick way to easily reorganize the data in an IS or BS to be formatted vertically into columns (account name, type, year, value) so that I could create a pivot table to analyze the data. See photos (https://imgur.com/a/rIwvB3S) for before and after images to make things more clear.

Would you be able to do this with if statements and VLookup or would the use of macros be needed. Any help/advice is appreciated. Thanks

1 Comments
 

Voluptas dicta doloribus dolor enim sequi earum suscipit nihil. Incidunt cumque minima voluptas ipsa. Explicabo maiores deserunt voluptatem et ut voluptatem. Et veniam et libero fugiat distinctio officia commodi. Esse assumenda ut possimus necessitatibus. Unde et tempora vel reiciendis non at voluptatum. Assumenda facere quis magni reiciendis fuga.

Aut dolorum ullam odit architecto eos ad. Optio voluptatibus nesciunt itaque magni esse ipsam. Quia cumque corrupti corrupti.

Deserunt iste commodi exercitationem reiciendis repellendus debitis et. Minus ut officiis doloribus aut dolor fugiat sed. Exercitationem dolorem quia autem ea doloribus ut soluta.

Omnis et ut temporibus totam ut aut. Consectetur sapiente cumque iure eum eveniet dolorem.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (77) $151
  • Intern/Summer Analyst (71) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
dosk17's picture
dosk17
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
DrApeman's picture
DrApeman
98.9
9
CompBanker's picture
CompBanker
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”