Tableau Draw Circle on Map

Tableau Maps

Tableau maps, in my opinion, are the coolest visualization type in Tableau. I call back Tableau'due south mapping features are pretty robust so I wanted to create a weblog that covers all the essential elements you lot should know most Tableau's map visualization. This weblog is for anyone wanting to know about all the most critical features and capabilities of Tableau maps. I will be showing you 5 different Tableau map examples in this blog so allow'due south get started.

Cleaning Tableau's Geographic Data

The offset thing you have to do is connect to some geographic using Tableau. Tableau accepts a lot of dissimilar geographic data roles, look at the listing beneath to see all the ones Tableau supports. In this example, nosotros will exist looking at data from The U.s., but Tableau does support global data. In this instance file, I will be using Zip Code, City, State, County, and State. You tin can download the file and also the complete workbook using the link above.

Now when uploading the geographic information, normally Tableau will assign the right geographic role if it recognizes the header name, simply in this example, you lot tin come across the header "Citi" is spelled incorrectly, and Tableau has tagged it every bit a string. If you need to exercise some major cleaning y'all tin use Tableau Prep, simply in this instance, nosotros are going to do some bones cleaning in Tableau's data connection screen. All yous accept to do to change it to the correct geographic part is click on the information blazon icon and select the appropriate geographic part. You tin practice this in the information connection screen, or once you have the data pulled in to the worksheet interface.  If you named it correctly when loading information technology, information technology would automatically accept the correct geographic role.

Now let's go ahead and go to the view and double-click city to go the Tableau map rendered. Y'all'll notice on the bottom right you will come across an unknown alarm. This error box is critical to look at, and many people ignore it. If you click on it you will run across a few different options; permit'due south starting time off looking at the Edit Locations option.

In the Edit Location screen, you will encounter the discussion Ambiguous in the matching locations; this is because these cities announced in multiple states/counties in the Us, then Tableau is not sure what to exercise with them. In this case, all we accept to do is add Country to the view, and it will clean all all these Ambiguous errors. If you did not take State in the data and all your data was from one State, then you lot could select the Country from the drop-downwardly listing.

I am going to become alee and add State to my details, and you'll see in this example the unknown count went down from >6k to >4k. That helped a lot, only at that place is still a lot of unknowns so permit's go ahead and expect at information technology again. Now when we open the Edit Location selection, you lot can see there are a few States that are unrecognized. There is a State value chosen "NYC" which should exist the State New York, and so to set up that all you have to do is blazon in New York in the box and select it. Nosotros could as well assign the right State for the other values, only for at present, I am just going to hit Ok and filter those out so it does not affect whatsoever calculations I will be doing on this map. Then now nosotros have clean information to start edifice!

Tableau Filled Map

The first Tableau map I am going to exist creating is the Tableau filled map. This map fills in the Country, State, County, Zip Lawmaking, etc. I am going to double-click on State to get the map started so modify the Marks to Map.

You lot will now take your filled map started; the next footstep is to decide how to color your map. You can either colour it all one color by select the Color marks box, y'all can colour information technology by a dimension such as Country past dragging it into the Color marks box, or yous can drag a measure to the Color mark box which is what I volition be doing in this instance.

Once you lot drag sales to the colour box, the Tableau map will be colored by the sum of sales. You lot can always change how your mensurate is being aggregated past correct-clicking the sum(sales) pill and replacing information technology with a dissimilar aggregation. The adjacent thing I usually do is alter the Colour palette by clicking on the colour box and selecting something that goes well with my dashboard. I sometimes will put a white or dark border around my States to make them stand out more. You tin and then drag the sum of sales pill to labels then yous tin see the numbers and right click the pill to format it how y'all like. This is what my catastrophe Tableau map looked similar.

Tableau Symbol Map

Tableau'southward symbol map is usually shown with a circle, but it tin can also be shown with other marks which nosotros will await at later in this weblog. In this example, I'll be creating a symbol map using Zippo Code. The first thing I volition do is double click zip lawmaking only similar earlier to become the map created. To brand this view less crowded, I am going to be filtering the data downwardly to but California and Half-dozen Consulting Function Type.

Now but like in the Tableau filled map, we can color these manually, by a dimension or a measure. In this example, I will exist coloring my map by the sum of sales once again past dragging sales into the color marks box. It might change your Marks to map but go ahead and alter the Mark type to a circumvolve to get a circle on the map for each Naught Code.

We can now customize it how we desire. The first formatting option I change is my colour palette by selecting the color mark box. While I am in there, I also decrease the opacity some and add a edge to make the circles pop more. Yous can also elevate the sum of sales pill into the size mark menu to size the circles by the sales in each Zippo Lawmaking. I also usually increase the overall size of all the circles by clicking on the size mark box and moving the slider to the right.

From here yous can add labels to the map by dragging the sum of sales to the Label marks bill of fare. In my examples, the numbers have up a lot of space, so I am going to modify the numbers to a currency but displaying the units in Billions. There are also some other formatting options you tin can play with if you lot go up to Map in the carte at the summit and select Map Layers. In one case y'all do this, yous will accept an choice to modify the mode, add together map layers such equally Streets and Highways and Places Names, and also add Data Layers such as Population by Nix Code. To zoom, pan or select marks utilize the Tableau map options which y'all will find when you lot hover around the superlative left of the map.

Tableau Dual Axis Map

Now we got the basics out the fashion, let'southward go alee and get into some more advanced topics. Permit's create a Tableau dual axis map where we volition have a Tableau symboled map stacked ontop a filled map. The kickoff matter we need to practise is create the map that will be on the bottom which volition be our State filled map. I created the same filled map as the previous instance but simply filtering the data downward to VI Consulting Office Type and the states CA, NV and AZ.

At present to create the lesser map nosotros will grab breadth from our measures and put it adjacent to the other latitude pill on the rows. This will create some other map at the bottom of the current map and also create a few actress marker cards. If you look at the Marker card expanse, yous will now see three different Marking cards. The outset is the All which when you change something on this marker card it will affect the pinnacle and the bottom map, the one in the middle volition touch on the pinnacle map only and the 1 on the bottom will bear on the lesser map only.

Since we already accept the acme map how we desire it, we must now update the bottom map, nosotros would do this past selecting the bottom marks carte du jour to get started. Once we are on the bottom marks card which will modify the bottom map we will change the Mark type to a Circle, replace the Country pill with the Zip Code pill by dragging information technology on top of it, remove the Sales pill from the labels then drag the Sales pill that is in Color box to the size box. You can and then adjust the size and color to your liking. At present the only thing left to do is to overlay these Tableau maps on superlative of each other by correct-clicking the Latitude pill on the right and selecting Dual Axis.

Tableau Dual Axis Map with Pie Nautical chart

In the previous instance, nosotros created a Tableau dual axis map using two different Tableau Map visualizations, but we didn't have to use 2 Tableau maps to do this. In this example, I am going to exist creating a Tableau dual axis map using a Tableau custom territory filled map and pie charts. First thing I am going to do is create a basic Land filled map; then I am going to use my Map options to zoom into the map and select all the West coast states. One time you lot select all the states that volition be in the W Territory hover over one of the States till you meet the dialog popular where you can select the group paperclip. Once you select that it will create a new field that volition take all those states in one grouping. Do it once more with all us in the East, one time you are done it should wait like the image below. The terminal thing yous will need to do is remove the State field from the details and then that there is only the new grouping field in the mark card.

Side by side, nosotros will need to add together Latitude to the rows over again, so we become the two Tableau maps in the same view. Before we motion forwards let's rename the State (group) to Territory and filter out the Other territory.

Now we demand to alter the lesser map to a Tableau Pie chart past changing the bottom mark card to Pie. At present movement the Territory pill that is currently in the Color mark box and put it in the Detail mark box, put Office Blazon in the Color marking box and Sales in the Angle marking box. I so click on the size mark box and manually increase the size of the Pie chart so I can see it better.

Now you lot tin add labels, do the dual centrality option and clean it upwards till it looks similar the picture below.

Tableau Dual Axis Custom Map

In this Tableau map case, we are going to create a Tableau custom map, I am going to show you a few different ways to play with the formatting. Nosotros first need to create the elementary symbol Zip Code map below by filtering the data down to Los Angeles Canton and VI Consulting Office Type. I also went into the Tableau Map Layers and changed the groundwork to dark and added streets and highways plus places names. From at that place I just increased the size of my circles past using the size box, all this is what we accept already learned.

Now I am going to put Sales on the Label Mark box and change information technology to a Rank quick table calculation. From here I want to put the ranking in the circle, so I click on Labels and adjust the alignment. Now go ahead and hold control and catch the new quick table adding pill and drag it onto the colour Mark box to duplicate information technology and color the circles by Rank. Your mark type volition probably alter to a filled map, if and then but click the marks type drop-down and change information technology to Circle.

Next will put Latitude on the rows next to the other Latitude pill to create the two Tableau maps again. Click on the centre Marker card which is the summit map visualization and removes the Rank tabular array calculation from the colour and text mark box. Now you volition change the color of the circle to white and increment the size some.

So now you accept both Tableau maps how you want them, now all you accept to do is overlay them by clicking on the most right Latitude pill and click dual axis. The ending viz will wait like the movie if you lot made you label font color white and increase the size by clicking on the Label box. You tin can too change the Mark type for the top viz to shape which volition requite you a bullseye look.

Custom Tableau Maps with Shapes

Another cool thing you can do with Tableau maps is put custom shapes or icons on your map. You lot tin download icons from a lot of different places. Beneath is a guide of the acme sites I use to get icons.

In this last Tableau map instance, I volition bear witness you how to add custom shapes to Tableau and how to utilize them in a dual axis map. We are going to create a map where we tin can see where a Salesperson lives and compare it to his client's part locations. The first thing you take to do is download the shape you want to use and so paste it in your Shapes folder that is in your Tableau Repository folder. You lot can create a new folder like I did or put it anywhere in the shapes folder. This folder will be downloaded when you lot install Tableau so get search for it if you oasis't seen information technology earlier.

At present let's become alee and showtime making our visualization; first I will be creating a simple Aught Lawmaking symbol map like beneath. I filtered the map to the State FL and the VI Consulting Office Blazon.

Now I am going to offset my dual centrality map so I have two Tableau maps on pinnacle of each other again. I am going to get to the last marking bill of fare and supersede the Nothing Code with Sales Person Zip Code. Now remove all the other pills, so there is just the Sales Person Zip Lawmaking pill on the lesser marks card. From at that place nosotros will change the Mark type to shape, click on the shape box, click on the circumvolve on the left and and then click on the Icon for the salesperson.

Get ahead and printing ok and then increase the size of the shape so y'all tin can see information technology better. From here you make the map a dual axis map and clean it up.

I know that was a long i, but I think information technology's important to know the ins and outs of mapping in Tableau since its i of the most popular viz types in Tableau. This is the core of Tableau maps, and everything after this is upward to your imagination. I would love to meet some Tableau maps you have created so please leave a picture or link to one of them below. Hoped you lot enjoyed this Tableau map tutorial, see you next web log!

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Source: https://vizualintelligenceconsulting.com/blog-tableau-maps/

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