Hi Kate, one thing you could do is just group together the aliases of each team so that only one of them shows up. Right-click the [Team] dimension and click Create > Group. Then, group together the aliases. You'll have to choose one Team name or the other if you use this solution. After you're done, name that new Group and replace the [Team] pill with that group.
If you really want to allow users to choose between the before and after names, then you'll want to create a Boolean parameter. Then, you'll need a calculated field that toggles between the names.
Hey David. Thanks for your prompt reply!
Actually, I did attempt to create groups, but it did not work out for me. This is because now the [Team] field contains all the names for the most recent 14 days, old and new. So it has A.B.C,D,E,F,X,Y.
I need to group A, B, C, D, E, F in the "Before" Group, and A,C,D,F,X,Y in the "After" Group. Yet Tableau wouldn't allow me to do this because I can't duplicate those overlapping values (i.e. A, C, D) and paste them in the "After" group.
So I'm thinking if there's a solution other than creating groups.
Hi Kate, what I meant is that you can group E and X together, and then group F and Y together, so that each group reflects each Team throughout time.
As I said we shuffled the ownership of markets for all teams, meaning team B and E's markets not only went to X and Y, but also other teams. Similarly, other teams's markets were reshuffled and re-distributed as well. That adds a lot of complexity as I couldn't simply group B and X, E and Y together. They are not perfect alternative for each other. Everyone has everyone's markets now. :\
Oh, I see. So if you were to just show the "after" results, would Group B just completely disappear from the view (along with its sales values)?
Looks like all of the sales for 2015 were redistributed as well so this should be simple. You just show the 'new' view of the world as that is the view the management have decided is the way it now is. This looks more like a business issue than reporting...and by the time you would have implemented any reporting changes time would have moved on and the old view is less and less relevant.
Isn't this week comparison (after change vs before change) just for this week(I mean one-time). If that's the case the whole business/teams would be aware of it and I will stick to the original team names (B/E before and X/Y after). In case this report goes to someone who is not aware of this change you can put a note on your dashboard/tooltip rather than a whole design change.