Addition of Custom Territories in Tableau 10.0

Tableau has added a new feature in which the groups will be used to create the custom regions which you want to show in your reports which was not possible in the previous release.


Step 1: Open a new workbook in the latest version of Tableau i.e. Tableau 10.0 . Connect  to a data source  and then click on the Sheet tab in the bottom which will take you to the Worksheet. You will now enter the new, modified and beautiful interface of the Tableau 10 where we have to do the analysis. In the connections tab in the top left corner we see that the Sample – Superstore is categorized by a color and above we see a add option which is there to add different data sources to the workbook.




Step 2: Now in the worksheet we want to create custom territories for which we have to take the latitudes and the longitudes in the row and the column field and the country hierarchy in to the view and in the marks card change the type from Automatic  to Filled Maps.




Step 3: After the you complete step 2 successfully you will be able to see a image like in the previous step. Now you have to select and group the states of the US and then you can click on the paper clip icon and then it will ask according to the marks by what elements you want to group the selections(I have selected the State and Country) and name the group. You can use the groups as custom defined territories for the analysis. It will be stored as the Dimension field that is related to geographic role. You can also use this dimension in the other analyses that you make in the same sheet.



Step 4: These will be the groups that you have renamed as territories. you can click on the drop down menu and then you can click on the edit alias and then give a name to the group that you have created in my case i have renamed it as it was selected i.e. the East ,West and the Central Region/ Territory.



Step 5: Now you can add a measure just to ensure the custom territories works with a measure value. So we drag the measure value from the Measures to the marks card and then the values for the sales show in the map as we put it in the label marks.




Step 6: After adding the measure you will have to remove the state dimension from the marks card. After you remove the state now you will be able to see the territories and just the territories nothing else. So this is a great feature in Tableau that uses the groups in a different way.




Step 7: For more precise map analysis you can add the Custom Territories dimension to the label and the territories will be displayed in the map analysis. These are the features of Tableau to be excited for.


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