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SOLVED

Convert Rows to Columns

tfinn
7 - Meteor

Hello!

 

I'm hoping someone can help me convert certain rows into columns and concatenate other rows. Here is my data:

 

SOURCE_APP

DAY

DC_CODE

Sum_AMT

010_RO

01

Credit

-125503.95

010_RO

01

Debit

125503.95

005_CT

03

Credit

-475638.39

005_CT

03

Debit

475638.39

006_TB

03

Credit

-3794473.35

006_TB

03

Debit

3794473.35

005_CT

04

Credit

-395187.48

005_CT

04

Debit

395187.48

006_TB

04

Credit

-3836339.96

006_TB

04

Debit

3836339.96

010_RO

04

Credit

-2286371.48

010_RO

04

Debit

2286371.48

005_CT

05

Credit

-454366.36

005_CT

05

Debit

454366.36

006_TB

05

Credit

-4189221.52

006_TB

05

Debit

4189221.52

 

I would like to concatenate SOURCE_APP and DC_CODE and convert the DAYS into columns.  Here is a mockup of what I want my output to look like:

 

SOURCE_APP_DC

1

2

3

4

5

005_CT_CREDIT

  

-475638.39

-395187.48

-454366.36

005_CT_DEBIT

  

475638.39

395187.48

454366.36

006_TB_CREDIT

  

-3794473.35

-3836339.96

-4189221.52

006_TB_DEBIT

  

3794473.35

3836339.96

4189221.52

010_RO_DEBIT

-125503.95

  

-2286371.48

 

010_RO_CREDIT

125503.95

  

2286371.48

 

 

Thanks!

 

4 REPLIES 4
clant
8 - Asteroid

Hello @tfinn

 

This is a nice one with Alteryx. You want a formula tool to add your columns "Source_App" and "DC_CODE". You then use the cross tab tool which you find under transform. Use this new key field as your grouping, day as column headers and SUM_AMT as value.

 

Hope this helps

 

thanks

 

chris

 

CharlieS
17 - Castor
17 - Castor

A Formula tool can create the "SROUCE_APP_DC" field and Cross Tab will rearrange the data no problem. The tricky part to this is to fill out the table with all possible fields (since day 2 doesn't appear in the data).

 

In the attached solution I used a couple Summarize tools and a Generate Rows to create all the possible fields to join into the data before the Cross Tab.

tfinn
7 - Meteor

Thank You! 

tfinn
7 - Meteor

Thank You @CharlieS. I only uploaded a portion of my data so this extra step isn't necessary but your note was still very informative.

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