Segregating Company Segments in separate rows

Version 1

    My original post: Company Segment Rows

     

    Before:

     

    After:

     

    Steps:

    This formula is to get around the fact Tableau doesn't allow groups to be referenced in formulas.  The reference to "Category 1/2" - there are many different sub-categories of account types included in FI & CGNP respectively.

    Calculation Name: Segments Calc FI & CGNP

    CASE [Company Segment]

    WHEN " Category 1 " THEN "FI"

    WHEN " Category 2 " THEN "CGNP"

    WHEN " Category 2 " THEN "CGNP"

    WHEN " Category 1 " THEN "FI"

    WHEN " Category 1 " THEN "FI"

    WHEN " Category 1 " THEN "FI"

    WHEN " Category 1 " THEN "FI"

    WHEN " Category 1" THEN "FI"

    WHEN " Category 1" THEN "FI"

    WHEN " Category 2 " THEN "CGNP"

    WHEN "Category 1" THEN "FI"

    ELSE "Other" END   

     

    To segregate between rows

    Calculation name: Region & Segment Breakdown Calc

    IF [Opportunity Region] = "North America" AND [Segments Calc FI & CGNP] = "CGNP" THEN "NORAM CGNP"

    ELSEIF [Opportunity Region] = "North America" AND [Segments Calc FI & CGNP] = "FI" THEN "NORAM FI"

    ELSE [Opportunity Region]

    END

     

    Else is for: This is the catch-all for anything that doesn’t match with the above and will list as "Other"

     

    It made my MONTH when I found the solution to my issue!!!

     

    Hope this helps other newbies!