Trying to get a month over month analysis pivot table, but struggling.

[WishIKnewHowToCode]

I'm trying to get an output like this below example out of alteryx.

It's such a simple pivot in Excel, but I'm struggling a lot to get this out of Alteryx. I have millions of rows of data, so just moving it into Excel and pivoting it manually is not going to work. Does anyone know how to help with this?

I've attached a sample sheet if that helps.

[WishIKnewHowToCode]

Also I should say in the full dataset there are multiple years. So if months could be broken out by year that is what I am aiming for.

Something Like this

Payer 1
2023
Jan
Feb
etc

Payer 2
2022
Jan
Feb

etc

Payer 3

2021

Jan

Feb

etc

Or if anyone feels there's a better way to do that, I'm all ears. I'm just really frustrated Alteryx seems to struggle performing a simple task and lacks the functionality of a much older program.

[Yoshiro_Fujimori · Accepted solution]

Hi @WishIKnewHowToCode ,

Here is one way of doing this. I hope this fits your needs.

Workflow

Formula

Year = DateTimeFormat([Medicaid RA Date],"%Y")

Month = DateTimeFormat([Medicaid RA Date],"%m")

Pivot Table

Output

[Qiu]

@WishIKnewHowToCode 
I think you may have jumped to conclusion too fast?😂

Excel is good for sure, but Alteryx excels Excel in many ways/
For your pupose, we can do thing like this and note that this process is repeatable, meaning you have to only update the input file, then click the "Run".
No more copy and paste and update....

[Qiu]

@Yoshiro_Fujimori 
Much better!

[WishIKnewHowToCode]

This worked. I needed an output to go to excel, so I modified the flow a bit, but I never thought to just split my dates into month/year to make the summarize tool work better.