HI there, Thai -
Are you working with a data source in which the SCD has already been modeled? Generally, the way the data warehouse designer chose to model the slowly changing dimension will influence how you work with it in Tableau.
In the scenario you mention, it is not uncommon for the "original" employee record for "Jill working for Bill" to be "expired" as of January with a combination of two fields in the employees table:
- A true/false field indicating active/expired status
- A "date of expiration" field which contains the date the employee left/moved or is NULL for an active record
...So when Jill moved in Jan, her original employee record would be expired, and a brand new one would be for Bob.
If you go this route, Jill would show up "automatically" under both Bill AND Bob during the correct time periods she worked for them.
I took a guess at how your DBA chose to set this up since the approach I mentioned is considered by many a best practice - if I guessed wrong, please tell us how it is setup?