Book Image

Learning Tableau 2020 - Fourth Edition

By : Joshua N. Milligan
Book Image

Learning Tableau 2020 - Fourth Edition

By: Joshua N. Milligan

Overview of this book

Learning Tableau strengthens your command on Tableau fundamentals and builds on advanced topics. The book starts by taking you through foundational principles of Tableau. We then demonstrate various types of connections and how to work with metadata. We teach you to use a wide variety of visualizations to analyze and communicate the data, and introduce you to calculations and parameters. We then take an in-depth look at level of detail (LOD) expressions and use them to solve complex data challenges. Up next, we show table calculations, how to extend and alter default visualizations, build an interactive dashboard, and master the art of telling stories with data. This Tableau book will introduce you to visual statistical analytics capabilities, create different types of visualizations and dynamic dashboards for rich user experiences. We then move on to maps and geospatial visualization, and the new Data Model capabilities introduced in Tableau 2020.2. You will further use Tableau Prep’s ability to clean and structure data and share the stories contained in your data. By the end of this book, you will be proficient in implementing the powerful features of Tableau 2020 for decision-making.
Table of Contents (19 chapters)
9
Visual Analytics – Trends, Clustering, Distributions, and Forecasting
17
Other Books You May Enjoy
18
Index

Creating custom territories

Custom territories are geographic areas or regions that you create (or that the data defines) as opposed to those that are built in (such as country or area code). Tableau gives you two options for creating custom territories: ad hoc custom territories and field-defined custom territories. We'll explore these next.

Ad hoc custom territories

You can create custom territories in an ad hoc way by selecting and grouping marks on a map. Simply select one or more marks, hover over one, and then use the Group icon. Alternately, right-click one of the marks to find the option. You can create custom territories by grouping by any dimension if you have latitude and longitude in the data or any geographic dimension if you are using Tableau's generated latitude and longitude.

Here, we'll consider an example using zip code:

Figure 12.15: After selecting the filled regions to group as a new territory, use the paperclip icon to create...