02. Excel: months from columns to rows

Prepare a wide Excel budget template for loading into a model with a period dimension.

Task and prerequisites

Prepare a wide Excel budget template for loading into a model with a period dimension.

This example uses demonstration data and settings. Validate the expected result in your own environment before connecting production destinations. Identifiers demo_* are illustrative: select your own training connections or sources in the editor. The JSON below shows the block and connection structure, not a ready-to-transfer flow archive.

Training input data

Product	Jan	Feb
Tea	100	120
Coffee	80	90

Blocks, connections and exact settings

02. Excel: months from columns to rows. Example 02 topology: 3 blocks, 2 connections. Node identifiers and ports from the configured graph are preserved. — **Flow diagram 02**
Example 02 topology: 3 blocks, 2 connections. Node identifiers and ports from the configured graph are preserved.

Add the listed blocks in the designer, open each block's properties and set these values. Names demo_* identify training sources and connections.

Block	Setting
1 File `src`	Role: `source` Source: `demo_budget_xlsx` Read settings: Sheet: `Budget` Range: `A1:C3` First row is the header: `так`
2 Unpivot columns `unpivot`	Key columns: `Product` Period column: `Month` Value column: `Amount`
3 Data export `out`	Format: `xlsx` File name: `budget_long` Purpose: `download` Delimiter: `;` Time zone: `Europe/Kyiv`

Port connections

src out → unpivot in
unpivot out → out in

Complete graph configuration as JSON

{
  "version": 3,
  "nodes": [
    {
      "id": "src",
      "type": "file",
      "label": "src",
      "config": {
        "role": "source",
        "source_id": "demo_budget_xlsx",
        "options": {
          "sheet": "Budget",
          "range": "A1:C3",
          "header": true
        }
      }
    },
    {
      "id": "unpivot",
      "type": "unpivot",
      "label": "unpivot",
      "config": {
        "id_columns": [
          "Product"
        ],
        "period_column": "Month",
        "unpivot_value_column": "Amount"
      }
    },
    {
      "id": "out",
      "type": "export",
      "label": "out",
      "config": {
        "format": "xlsx",
        "filename": "budget_long",
        "destination": "download",
        "delimiter": ";",
        "timezone": "Europe/Kyiv"
      }
    }
  ],
  "edges": [
    {
      "source": "src",
      "target": "unpivot",
      "source_port": "out",
      "target_port": "in"
    },
    {
      "source": "unpivot",
      "target": "out",
      "source_port": "out",
      "target_port": "in"
    }
  ]
}

Expected result

Product	Month	Amount
Tea	Jan	100
Tea	Feb	120
Coffee	Jan	80
Coffee	Feb	90

The output contains 4 rows; Amount totals 390. Every column except Product becomes a Month value.

Run and verify

Create budget.xlsx with a Budget sheet and the illustrated table in A1:C3.
Set Product as the only identifier column; Month and Amount must be new names.
Run the flow and check budget_long.xlsx: 4 rows and a total of 390.

Common errors

If Jan is accidentally added to id_columns, that month will not be unpivoted.
A helper Comment column also becomes a period unless removed before unpivoting.
Month/Amount names must differ from each other and from Product.