Custom regions are areas of a map that are related but not identified as such by Tableau. In this video, learn how to define custom regions.
- [Instructor] The map layouts Tableau provides gives you everything you need to know about the standard organizational levels, continents, countries, states, cities, and so on. What it doesn't do and honestly can't do is come up with the territories and regions that are specific to your business. In this movie, I will show you how to define custom regions and apply them to a map. My sample file is 12_05 Custom Regions, that's a Tableau workbook you can find in the chapter 12 folder of the exercise files collection. One note before I move on, if you're following along with these exercise files, be aware that based on monitor resolution and other settings, you might not see exactly the same points that are shown in the video. Don't worry about that. Just try to change your zoom level so that you can see what I'm seeing. Okay, let's go ahead and define a custom region. The points that I have on the map as currently displayed show orders in and around the Washington DC area. So let's say that I want to define a group called DC area. To do that, I will go over to the vertical tool bar, point to the right rear-pointing arrow, and I will click the rectangular selection tool. I can use any selection tool, but in this case, I'll just drag and use the rectangle. Then I will select the points, and I'll start with the one that's farthest away and drag down. So those points are now selected. If I want to group them, I can go up to the tool bar, click the Group Members button, and then click Zip Code, which is the name of the field. And you can see that the new zip code group appears under Products. And also, there's a legend over on the side that shows the zip code group with the individual zip codes, and there's also an Other item. If I go back into the map and zoom out and click away from the selection, you will see that I have my blue items here that are part of the group and gray items that are not. I can also change the color of the groups. So if I go over to the legend and click its down arrow by the title bar and click edit colors, then I get the edit colors dialogue box. I'll leave the blue for my group that I just created the same, but I don't want to use gray for Other. So I will click Other in the select data item list, and from the palette of colors, I'll click orange and click Okay, and you can see now that I have blue for my group and orange for everything outside of the group. If you want to define custom regions within your map, all you need to do is select the cities or other entities, create a group, and change the formatting as you see fit. As I explain elsewhere in this course, groups are generally useful, but in this map application, they're especially good.
- 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
Next steps1m 17s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.