For Users Who Prepare Accounts in Excel with GL Names Across Columns

If you prepare your accounts in Excel and your General Ledger (GL) names are placed across the columns instead of down the rows, this article is for you. It explains how to reshape your data so it can be imported smoothly into Luca.

Example Layout

In this layout:

• Each column header represents a GL account.
• Each row represents a reporting period or record.

Why it matters

Luca expects data where:

• Each row is a single GL record (with its account name, amount, and period).
• The column headers represent consistent field names such as Account Name, Debit, Credit, or Amount.

When GLs are spread across columns, Luca cannot identify which amount belongs to which account. The data needs to be reshaped before import.

How to reshape your data (Power Query method)

You can fix this easily using Excel's Power Query feature:

1. Select your data range.
2. Go to Data > Get & Transform > From Table/Range.
3. In Power Query, select all GL columns.
4. Choose Transform > Unpivot Columns.
5. Rename the new columns to:
   • Account Name
   • Amount

After transformation, your data should look like this:

This format is Luca-friendly and works best for data import.

Watch the video

We have prepared a short video tutorial showing how this looks and how to fix it.