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Assign Geographic Roles

Assigning geographic roles helps Tableau correctly plot location data on maps. When a field is assigned a geographic role, Tableau geocodes the data by generating latitude and longitude values for each location based on built-in map data. Tableau then adds these generated latitude and longitude fields to the data pane. Joining combines data from multiple tables based on common fields, resulting in an extended virtual table. Dashboards allow comparing multiple views simultaneously, with filters and formatting applied across connected sheets and dashboards.

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Shambhawi Sinha
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18 views

Assign Geographic Roles

Assigning geographic roles helps Tableau correctly plot location data on maps. When a field is assigned a geographic role, Tableau geocodes the data by generating latitude and longitude values for each location based on built-in map data. Tableau then adds these generated latitude and longitude fields to the data pane. Joining combines data from multiple tables based on common fields, resulting in an extended virtual table. Dashboards allow comparing multiple views simultaneously, with filters and formatting applied across connected sheets and dashboards.

Uploaded by

Shambhawi Sinha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Assign Geographic Roles

A geographic role associates each value in a field with a latitude and longitude value.
When you assign a geographic role to a field, Tableau assigns latitude and longitude
values to each location in your data based on data that is already built in to the
Tableau map server.

Assigning a geographic role based on the type of location (such as state versus
postcode) helps ensure that your data is plotted correctly on your map view. When a
field is assigned a geographic role, Tableau creates a map view when you add the field
to Detail on the Marks card. In other words, Tableau geocodes the information in
that field. When you assign a geographic role to a field, Tableau adds two fields to
the Measures area of the Data pane: Latitude (generated) and Longitude
(generated).

These fields contain latitude and longitude values and are assigned the Latitude and
Longitude geographic roles.

Join Your Data


The data that you analyze in Tableau is often made up of a collection of tables that
are related by specific fields (that is, columns). Joining is a method for combining
data on based on those common fields. The result of combining data using a join is a
virtual table that is typically extended horizontally by adding columns of data.

Formatting
Formatting is an important part of both your analysis and presentation. You can format
almost everything you see on a worksheet including the fonts, shading, alignment, borders,
and graph lines.

Dashboards
A dashboard is a collection of several views, letting you compare a variety of data simultaneously.

Like worksheets, you access dashboards from tabs at the bottom of a workbook. Data in sheets and
dashboards is connected; when you modify a sheet, any dashboards containing it change, and vice
versa. Both sheets and dashboards update with the latest available data from the data source.

Dashboard design guidelines


It useful to stick to a well-defined set of rules:
– Structure the dashboard so that the most important information to display is in the top-left corner and
organize the chained interactivity either from top to bottom or from left to right.
– Always try to keep the number of visualizations in dashboard to a maximum of 5-6. You can always
navigate to another Tableau dashboard to display further information if needed.
– Avoid using multiple color schemas in the dashboard.
– Group the filters together and emphasize them with a light border or shading. The left, right or top is
usually a great place to put them. Also, any legends that are generally applicable can be grouped together
with filters.
– Avoid scrollbars in the main views of your dashboards.
– Size your dashboard and views based on the device that will be used to view it (mobile, tablet, laptop,
desktop-PC).

Filter and Sort Data in the View


This includes the ways you can filter and sort data in Tableau visualisations.

Filtering is an essential part of analysing data. This article describes the many ways
you can filter data from your view. It also describes how you can display interactive
filters in the view, and format filters in the view.

There are many ways to sort data in Tableau. When viewing a visualisation, data can
be sorted using single click options from an axis, header or field label.

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