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You're reading from  Learning Tableau 2022 - Fifth Edition

Product typeBook
Published inAug 2022
PublisherPackt
ISBN-139781801072328
Edition5th Edition
Tools
Tableau
Concepts
Business Intelligence
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Author (1)
Joshua N. Milligan
Joshua N. Milligan
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Joshua N. Milligan

Joshua N. Milligan is a Hall of Fame Tableau Zen Master and 2017 Iron Viz Global finalist. His passion is training, mentoring, and helping people gain insights and make decisions based on their data through data visualization using Tableau and data cleaning and structuring using Tableau Prep. He is a principal consultant at Teknion Data Solutions, where he has served clients in numerous industries since 2004.
Read more about Joshua N. Milligan

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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, using the Real Estate with Custom Territories data source, we’ll consider an example using zip code:

Figure 12.15: After selecting the filled regions...

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Learning Tableau 2022 - Fifth Edition
Published in: Aug 2022Publisher: PacktISBN-13: 9781801072328
© 2022 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Joshua N. Milligan

Joshua N. Milligan is a Hall of Fame Tableau Zen Master and 2017 Iron Viz Global finalist. His passion is training, mentoring, and helping people gain insights and make decisions based on their data through data visualization using Tableau and data cleaning and structuring using Tableau Prep. He is a principal consultant at Teknion Data Solutions, where he has served clients in numerous industries since 2004.
Read more about Joshua N. Milligan

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