It’s straightforward to create a map in Tableau when one of the fields is geographic data, such as state. Though what happens if you the want to group regions into a custom territory. Tableau Zen Master Matt Francis introduces the new custom territory feature in Tableau 10 that allows you to group regions together without relying on the grouping information being in the datasource.
- [Narrator] Tableau 10 introduced the idea of custom territories. This is a great way of grouping together geographic regions when this information isn't present in the original data source. To see it in action, let's look at our superstore sales data. Here, we have a map showing the amount of sales for each state and it's color-coded on region. All this information is present in our current data source. Custom territories allow us to re-define these regions and treat them as one single area.
This is really useful and not only do we not have to go back to the original data source, we might not be able to change the original data source. So we can do all of the regional coding within Tableau itself. Let's see how this works. To start, we're gonna choose a map. We'll just drag State. And now we need to group our states together. To do this, we just select some states. We can draw a rubber band around some of them and then click Group. Tableau has now grouped these together in one single group and colored them blue.
The rest of them, a group called Other, is now colored gray. We can carry on grouping the rest of these together however we like. Now, we have our regional group selected. Tableau has created four separate groups and colored them accordingly. We can use a bit more detail if we change to a filled map. We're still looking at the State, so let's remove that and add the state group onto Color.
We now have our four distinct groups. If we add our sales information, we may hover over. We can now see how much each of these groups brought in in sales. Note that the groups don't have to be contiguous. We have some of the eastern states, California, and Florida in one group. Custom territories allow us to group the data in a way that wasn't present in the original data source. We can customize if any of our particular views. If we wanted to, we could regroup them in many different ways for many different applications without ever touching the original data source.
Custom territories also allow us to aggregate the data in total. Instead of looking at the individual state sales, we're now looking at the custom territories overall sales. We've aggregated all of the data together at this custom level we've just created. This is information it's not possible to do without custom territories as these do not exist in our original data source.
The training starts with one of the most important features in Tableau: the difference between the green and blue pills (discrete and continuous data) and how this affects every single action Tableau performs. Then find out how to add new maps and create more effective dashboards that maximize screen real estate. Discover how actions can link together sheets and provide greater levels of interactivity and performance, and how formatting can make an ordinary dashboard demand attention. Plus, get some bonus tips on performing date and time calculations in Tableau. This course deep-dives into the practical, applicable, and essential skills that anyone doing data visualization and analytics in a professional setting needs to have.
- Green vs. blue pills
- Using filters, colors, and dates
- Connecting to data
- Extracting data
- Cleaning and prepping data
- Pivoting data
- Merging and joining data
- Highlighting data
- Using the Analytics pane
- Creating new maps
- Creating calculations based on parameters
- Designing dashboards
Skill Level Intermediate
Q. Thise course was updated 04/21/2017. What changed?
A. Videos were added to cover features in Tableau 10.2.
1. Green and Blue Pills
2. Connect and Extract Data
3. Transform Data
5. Map Your Data
7. Dashboard Design
8. Useful Calculations
9. Tableau 10.2 Updates
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