Pivot - Summarize
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I have the below kind of data and created a pivot table in excel (with hold status in columns and date status as true in filter). But when i use summarize tool in Alteryx, I'm not getting the desired output.
Region | Person | Price | Date Status | Hold Status |
A | 10 | TRUE | FALSE | |
B | 20 | TRUE | TRUE | |
C | 30 | FALSE | FALSE | |
D | 40 | TRUE | TRUE | |
C | 50 | TRUE | FALSE | |
A | 60 | TRUE | TRUE | |
E | 30 | FALSE | TRUE |
Pivot
Date Status | TRUE | ||
Sum of Price | Column Labels | ||
Row Labels | FALSE | TRUE | Grand Total |
A | 10 | 60 | 70 |
B | 20 | 20 | |
C | 50 | 50 | |
D | 40 | 40 | |
Grand Total | 60 | 120 | 180 |
Solved! Go to Solution.
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Normally the Summarise is the best way to replicate a pivot table, but in this case, you want a cross-tab.
Filter on Date Status so that you only have [Date Status] == TRUE.
Then if you want a column for each of False and True, a crosstab should do the trick.
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@KGT It worked. Thank you.
Also is there a way to combine this pivot with another pivot? Lets say i have aging buckets (1-30, 30-60 etc ) for the same set of customers. How can i combine various aging buckets (in columns) and the pivot used in the example?
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If by combining with this pivot, you mean that they are just extra columns, then just use a formula tool to create the column and keep it as a key field in the crosstab. If you need to join them after the fact, then you need a unique key to join on, row labels for instance.
