I am trying to recreate a pivot table in Alteryx where I can group by multiple fields as well as sort by different parameters in each of those fields (i.e. A-Z, ascending, descending, etc).
As seen within the desired output screenshot, I am grouping the data first by Sale Month (A-Z), then Sales Rep (Descending Sales Price), and lastly by product (Descending Sales Price).
The values I am calculating are the Count of the Products and the Sum of the Sales Price.
Within Alteryx, I understand the Summarize tool fairly well but am a little shaky on the Cross Tab and Transpose tools.
Desired Output:
Data:
Solved! Go to Solution.
binuacs, really appreciate your solution here! This works well.
For anyone else reading and interested in this, I updated the workflow to include a intermediate layer group of the subtotal by each sale rep in a specific month. Only trouble I am left with is ordering everything the same way it is in the original excel pivot.
As of now, I am stuck with the SaleRep+Month subtotals all coming before the SaleRep+Month+Product subtotals. If binuacs or anyone else has a solve for this, that would be great too! (see attached workflow "Pivot.v3").
Dear @paulschindler
I can't revise the workflow from @binuacs but please find my workflow maybe you can find a solution.
Dear @paulschindler
maybe the report below is what you want? I changed a bit from the workflow given by @binuacs .
please check the attachment I provided.
