Hey Tim Cady Are you sure you don't want:
IF [Call Date] > #12-25-15# AND [Call Date] < #12-24-16# THEN '2015 - 2016'
ELSEIF [Call Date] > #12-24-16# AND [Call Date] < #12-23-17# THEN '2016 - 2017'
Also, it looks like this will be off a day every year. Are you sure you don't want to have the FY go from 25Dec15-25Dec16?
Thanks for the reply. The purpose of the groups is to compare data year-over-year. That's the reason I need 2017 represented in both groups.
As for the date ranges themselves, my organizations fiscal year always ends on the second to last Saturday of the year. So, anything between 12/27/15 and 12/25/16 is part of 2016 and so on. The date ranges could probably be tweaked a day or two but my goal remains the same.
3 of 3 people found this helpful
According to the 'Group' definition in Tableau, one member cannot be assigned to more than 1 group. That means, if one day is assigned to 2016-2017 group, it cannot be assigned to 2017-2018 group. Therefore, In your case, year 2017 can only be assigned to one group. In order to include it in both 2016-2017 and 2017-2018, you need to assign "set" instead.
Hope it helps.
Thanks, that is helpful. It at least points me in the right direction.
One thing that immediately came up is that these set would need to be dynamic. For example, as I add data for 2018, I would need it automatically included in the set without me having to go in and add it each week.
EDIT: After a little research, I was able to create a condition for my set. I should be able to use these Sets as a filter once I combine them.