Summarize Tool - what is the equivalent to the column field used in Pivot tables?

[CDIns]

When using excel pivot tables in the pivot table fields options, the matrix at the bottom has 4 quartlies to drag fields into - filters, rows, values and columns. What is the columns equivalent when using the summarize tool? 

Thank you in advance, 

[Carolyn]

Hey! It's still going to be the Group By and then you can use a Cross Tab Tool to change the data from long to wide. 

See attached workflow example

First I did the Group By with both what I want in my rows and columns (Sales Person & State). Then I used the Cross Tab to set what I want as the Columns (State) into the column position

[CDIns]

Thanks, Am I only able to convert one row into a column? Please see below for what I am attempting to complete:

Currently:

Reporting Date            Entity                Profit                Loss                 Capex

1/1/24                                   A                         4                         1                            1

2/1/24                                   A                         5                        2                             2

INTO:

Entity            1/1/24 Profit         1/1/24 Loss            1/1/24 Capex             2/1/24 Profit          2/1/24 Loss      2/1/24 Capex       

A                              4                                       1                                    1                                       5                                    2                                 2  

[Carolyn · Accepted solution]

What I've done in this case is:

1. I'll first do a Transform to get all the data into rows (which you might have from your Summarize Tool output).
2. Then I'll use a Formula Tool to concatenate what I want in the column header names. In this case, I'd do the Date field + Profit/Loss/Capex column. 
   1. For the Cross Tab Tool in the next step, it sorts the columns alphabetically. Since you want it to go Profit -> Loss -> Capex, I "cheat" and add a number in the Formula Tool Concatenate so that way when it sorts, it goes in the order I want. So it's actually [Date] + <a number 1-3 representing the sort order> + [FinancialMetric]
3. Cross Tab to get my wide data
4. Dynamic Rename to clean up the column headers.

See attached

I feel like someone showed a better way to do this a month or 2 ago, but I'm blanking on it.