Pivot Table similiar to excel

[dattina2287]

Hi,

I am trying to create a pivot table that is similar to what i would do in excel that looks like the following. What would be the best way to do this in Alteryx? 

[alexnajm · Accepted solution]

Summarize tool is your best bet! Group by Investor Indicator, Sum by Market Value, and Sum by Annualized Fee

[dattina2287]

Thanks but it doesn't let me group "Annualized Fee Revenue" by sum. Sum is greyed out for some reason.

[alexnajm · Accepted solution]

Make sure it is a number then by converting it to a Double using a Select tool before the Summarize

[dreldrel]

Hi, you can consider the tools below:

• Summarize: this is the core equivalent of excel’s pivot table
• Cross Tab: this takes the “grouped” data and spreads one field out into columns

If this helps, please like the post and mark it as the solution. Thank you!

[alexnajm]

@dreldrel this has been resolved!

also the Crosstab option would not work since you can only have one values column summarized - you’d have to do two crosstabs then a join whereas the summarize by itself is the best option :)

[dreldrel]

@alexnajm Thanks for sharing your insights. Agreed with your thoughts :)

[alexnajm]

No worries @dreldrel !