I have a dashboard that displays vendor performance metrics for all the vendors managed by each specialist on our team. The data queries vendor peformance stats from our database, then joins to an excel file which maps each vendor to a specialist. For example, specialist Emily manages Beauty & Jewelry vendors A, B, and C and specialist Joe manages Electronics vendors D, E, and F, and so on. The dashboard displays the metrics for Emily in a container on the left, Joe in a container next to that, and so on as shown in the screenshot.
To make the vizzes, I created duplicate sheets of each chart - one copy filtered to 'emily - beauty/jewelry', another copy filtered to 'Joe - electronics'. The problem arises if there is a personnel change. Emily may quit and be replaced by Mary, Joe may take on a new category and his area would be now read 'Joe - Electronics / Fitness'. These updates would be made in the excel reference sheet. Because the value of the column changes, tableau can no longer find 'Joe - Electronics' and all the charts for that container become blank.
Our current approach is to go into the file and update the filters to reference the new value from the 'Specialist/Category' column from the excel file. I'm wondering if there is a more automated approach
What I'm envisioning is that I can anonymize the data used for the filter -- that I could create some sort of calculated field that maps each of the specialists/categorys to be "specialist 1" , "specialist 2", and so on -- regardless of what values are in that column we would always have specialists 1 - 10 and so the tableau filters would never be impacted.
Any help?
ps We very recently upgraded to Tableau 2021.4.2 from a much older instance.
You might try adding extra column in your reference excel sheet for Specialists listing specialists 1-10 and filter on this column instead in your sheets
