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Import Custom Geocode Data in Tableau | Everything You Need to Know [ OverView ]

Last updated on 02nd Nov 2022, Artciles, Blog

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Samual Agastin (Tableau Sr Developer Engineering )

Samual Agastin is a Tableau Sr Developer Engineering, his role can read API products and apps, as well as edit API proxies, shared flows, and KVMs. He has 5+ years of experience in SQL Server data, MuleSoft, ESB, IBM API, AWS API RESTful, and Apache Kafka.

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    • In this article you will get
    • 1.Importing a Custom Geocoding into Tableau
    • 2.Using custom geographic units in a map
    • 3.Replacing tableau’s standard maps
    • 4.Conclusion

Importing a Custom Geocoding into Tableau

Tableau Desktop recognizes the set of geographic roles that can be used to automatically geocode data and create a map views. For example, Tableau Desktop recognizes a country names, state/province names, city names, and area codes.If a geographic data does not fit into built-in geographic roles, can create a new geographic roles and assign them to geographic fields in data. For example, if data contains a country, state/province, and street address data, Tableau Desktop will be aggregate a data to the country and state/province level, but will not recognize a street address data as geographic role.

In this case, can create a custom geographic role for street address data. If had to go through a trouble to add customized geographic coordinates, wouldn’t it be better to make it available to the other people within an organization? This is done by an importing address coordinates directly into the Tableau Desktop.After they are imported, a custom locations behave like Tableau’s default a geographic units. The import file should have following characteristics:

  • Give every location to record unique identifier (key record).
  • Save a location file in comma-delimited CSV format.
  • Label coordinate fields as a Latitude and Longitude (these keywords must be used).
  • It’s best not to include the lot of additional dimensional data in these important files.
  • Be sure that have only one instance of a Tableau open when perform the import.
  • If want to share this custom data with the other people building reports in Tableau, storea list in a shared network directory so that other users can import from a same list as well.
  • After saving custom list in comma-delimited CSV format,a custom geographic data can be imported into the Tableau. Initiate import using the main menu (map/ geocoding/ import custom geocoding).
  • A small file will only need a few seconds to load.
  • Large lists can take up to a several minutes.
  • Running import will create a new data file on computer within (My Tableau Repository/ Local Data).
  • The custom data is saved as a Tableau data source file (TDS) with same name as a source CSV file which was imported earlier.
  • Once have created a .csv file with custom geocoding can import that file into a Tableau.

Follow steps below to import a new geographic role.

  • 1.Click a Map > Geocoding > Import Custom Geocoding.
  • 2.In Import Custom Geocoding dialogue box, click button to the right of text field to browse to the folder import file is saved in.
  • All files in the folder will be imported into the Tableau.
  • 3.When finished, click a Import.The custom geocoding data is imported into a workbook and the new geographic roles become be available.
  • To assign a new geographic role to a field, right-click the field in a Data pane, select Geographic Role, and then select a role want to assign it.
Adding Geocoding tableau

Using a custom geographic units in a map

After importing a custom geocodes into Tableau Desktop can use them with the other data files to build maps as long as those files contain the same location key record explained in a data import table. The field can be used to link imported data from a custom geocode table .

The steps to use a custom geocoding in this example are:

  • Attach Tableau to the data source.
  • Alter geographic role of key records (use imported custom geography).
  • Use a key record in view to plot location on a map.

The whole field icon will change to the icon that is similar to standard geographic icon, but with a small list in front of a globe.Tableau will now recognize an imported geographic data.Notice that a column and row shelves are using a tableau’s (generated) latitude and longitude fields.However warehouse marks actually use imported custom locations to place marks.Hovering over Los Angeles location causes a customized tooltip to appear, showing a particulars about warehouse zooming in on a Los Angeles location that the mark is more precisely placed than a tableau’s standard geocoding can provide. The order of steps for enabling a custom geocodes, at the beginning of this section isn’t the only way to achieve a result.And can import the custom geocoding at any point-even after the map plot is done using a standard geographic plotting.

Replacing a tableau’s standard maps

Tableau maps visualization is a special scatter plots that use a map images for backgrounds and special measures (longitude and latitude) to plot marks on map.This implies that can replace a Tableau’s standard map images with the other image files.

Custom geographic units in a map

Conclusion

Additionally figured out how to physically relegate a scope and longitude facilitates if there should be occurrence of missing areas. This will reinforce the abilities in managing a spatial information.

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