Tableau maps display data in relation to geographic entities. In this video, learn how to create a basic map.
- Creating maps in Tableau is a straight-forward process once you know how to do it. In this movie, I will demonstrate a quick method for creating maps based on city, state, and zip code data. My sample file is: "12_01 CreateMap," and you can find it in the Chapter 12 folder of the exercise files collection. As you can see, if you look over in the data panel, I have three fields that I can use for geographic information. City, and you can see it's marked by a stylized globe icon to the left, State, and Zip Code, which is the U.S version of a postal code. If you want to map a geographic field, it's actually very straight-forward. All you need to do, is double click it. So go ahead and double-click "State," and you can see that my data has been broken down by State on a simple map. There's an indicator in the center of every state where there's been at least one sale. If you look up at the columns and rows shelves, you can see that longitude is on columns, and latitude is on rows. The way that I remember which one goes where in case I need to reconstruct a map, is that lat lies flat. So, rows are horizontal, so latitude goes on the rows shelf because rows go across or flat across a table. It's one thing that helps me remember. On the "Marks" card, you can see that "State" is providing detail. So, again, no numbers, it's only whether there has been at least one sale or not. I'll go ahead and drag "State" off the marks card, back to the dimension area and let's see how the data changes if I do it by city. So, I will double-click city. When I do, you can see that I have sales that are broken down by city. So, if I hover my mouse pointer over an indicator, I have San Luis Obispo, California, Santa Barbara, and so on. Also note, at the bottom right, that there is a flag saying that there are actually 54 unknown values. If you see this indicator, it means that there's been some sort of a data entry error. In this case, it means that Tableau and the geographic information system engine behind it does not recognize the city, at least not in the State that you have defined. So, if I click on "54 Unknown," then I have a special values for "City" dialogue box. In here, I can edit locations to correct the unknown locations, filter the data to exclude the ones that Tableau doesn't recognize, or show data at default position. I won't go into detail on all these options, but I will click "Edit Locations," which displays the Edit Locations dialogue box and you can see here, that there are a number of places that are marked as "Ambiguous," such as Anchorage, which I assume is in Alaska, Apperton, Wisconsin, Atlanta, Georgia, Baltimore. They're marked as "Ambiguous" and I don't know why that's the case, but those are certainly cities that I recongize and if you scroll down, you see that all the " Ambiguous" items are at the top, so there's probably something with the naming, possibly in combination with Zip Code that is at issue here, but that's something that you will need to do to clean up your own data. I'll go ahead and click "Cancel," and finally I'll show you what "Zip Code" looks like when we add it. So, I will drag "City" off of the Viz, double click "Zip Code," and there we see a lot more items. However, it we look to the bottom-right, we see that there are, in fact, 11 unknown items. That's probably data entry area, perhaps a zip code was entered incorrectly. So, you can again, go to "Edit Locations," identify the ones that Tableau is having trouble with, and correct them within your data set.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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