How to create custom territories on a map in tableau

This recipe helps you create custom territories on a map in tableau

Recipe Objective:-How to create custom territories on a map in tableau?

Step 1:-

Import any data set in the data source. For example, here, the "Global Superstore" data set excel file is imported.

Step 2:-

Drag and drop the orders sheet in the schema pane.

Step 3:-

Go to sheet1; here, different dimensions and measures are available. Double click on the country dimension, then longitude and latitude measures will appear in the column and row shelf, respectively. The country dimension is provided with a Detail label and will appear under the marks card.

Step 4:-

Now drag and drop the latitude measure in the row shelf. Two symbol maps will be available in the worksheet canvas. Click on the first latitude measure drop-down, click on mark type, and select the filled map. Now the first map is a filled map and the second one is a symbol map.

Step 5:-

Go to the filled map in the canvas and select the North American region we want to group and customize to a territory. Click on the group member symbol and give any name or keep the default name; it will show 10 items selected, which meant that 10 countries are grouped and represented as a customs territory.

Step 6:-

In the visualization, we can observe the custom territory grouped and the rest of the world. The custom territory will appear as "Country (group)" under the dimensions. It will be represented by dark yellow color in both the maps, and other parts of the world will be represented by gray color.

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I come from Northwestern University, which is ranked 9th in the US. Although the high-quality academics at school taught me all the basics I needed, obtaining practical experience was a challenge.... Read More

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