Create Pivot table

[ZahinOsman]

Hi all,

I'm having trouble trying to generate a pivot table from the data set below;

Trade Mnth	Dbo Fx Daily Trx.Counter Notional	Dbo Fx Daily Trx.Settlement Date	Primary Notional Value	Trade Entity	FO Location	Trade Count	FX Rate	SGD Amount
2021-10	43.29	44474	10.1	Non - SG Entity	SG FO	1	1.478633132	14.9341946332091
2021-10	43.29	44470	10.09	Non - SG Entity	SG FO	1	1.478633132	14.9194083018891
2021-10	43.29	44474	10.1	Non - SG Entity	SG FO	1	1.478633132	14.9341946332091
2021-10	500	44474	117.69	Non - SG Entity	SG FO	1	1.528352376	179.871791132968
2021-10	21178.72	44474	4987.57	Non - SG Entity	SG FO	1	1.528352376	7622.76446003106
2021-10	220.39	44474	21.68	Non - SG Entity	SG FO	1	1.528352376	33.1346795119614
2021-10	544.6	44474	117.54	Non - SG Entity	SG FO	1	1.528352376	179.642538276566
2021-10	544.6	44470	117.47	SG Entity	SG FO	1	1.528352376	179.535553610245
2021-10	544.6	44474	117.54	SG Entity	SG FO	1	1.528352376	179.642538276566
2021-10	21178.72	44474	4987.57	SG Entity	SG FO	1	1.528352376	7622.76446003106
2021-10	21178.72	44489	4987.8	SG Entity	SG FO	1	1.528352376	7623.11598107754
2021-10	220.39	44470	21.68	SG Entity	SG FO	1	1.528352376	33.1346795119614
2021-10	220.39	44474	21.68	Non - SG Entity	Non-SG FO	1	1.528352376	33.1346795119614
2021-10	1550190.98	44475	831397.75	Non - SG Entity	Non-SG FO	1	1.819722402	1512913.11061913
2021-10	3030242.67	44474	1773492.61	Non - SG Entity	Non-SG FO	1	1.819722402	3227264.23213815
2021-10	2643875.14	44474	2271300.26	Non - SG Entity	Non-SG FO	1	1.819722402	4133135.9647132
2021-11	1306120.95	44474	1040609.45	Non - SG Entity	Non-SG FO	1	1.819722402	1893620.32786252
2021-11	33644950.28	44474	3207549.62	Non - SG Entity	Non-SG FO	1	1.819722402	5836849.89893153
2021-11	2870891.9	44474	660623.62	Non - SG Entity	Non-SG FO	1	1.819722402	1202151.60058187
2021-11	14738152.59	44474	499872.9	SG Entity	Non-SG FO	1	1.819722402	909629.91426571
2021-12	4538045.69	44474	524584.08	SG Entity	Non-SG FO	1	1.819722402	954597.402090724
2021-12	253491948.7	44474	606126.85	SG Entity	Non-SG FO	1	1.819722402	1102982.60737809
2021-12	145241.66	44481	16712.69	SG Entity	Non-SG FO	1	1.819722402	30412.4563901131
2021-12	754665436	44474	5033216.86	SG Entity	Non-SG FO	1	1.819722402	9159057.47409497

I will need to create 2 pivot tables that look like the 2 screenshots below;

1) Trade Count

2) Sum of Converted SGD Amount

I suppose I will have to create a new column for Month by converting column "Trade Mnth" to read the name of the month itself eg. November, December etc.

I've looked everywhere for an example to follow but no luck. Any help is greatly appreciated 

Best regards

[FrederikE]

Hey @ZahinOsman,

You can create the month name with such a forumla: 

DateTimeFormat(ToDate([Trade Mnth]+"-01"),"%B")

If you want to know why it works, see: https://help.alteryx.com/20231/designer/datetime-functions

With Cross Tab: 

[Raj]

This will help,

"DateTimeFormat(DateTimeParse([Trade Mnth], "%Y-%m"), "%B")"