Introduction
Creating maps in Tableau allows you to visualize geographical data effectively. Maps can help you identify patterns, trends, and insights that are geographically based. In this section, we will cover the basics of creating maps, including how to plot data points on a map, customize map views, and use different map layers.
Key Concepts
- Geographical Data: Data that includes geographical information such as latitude, longitude, country, state, city, etc.
- Map Layers: Different layers that can be added to a map to provide more context, such as streets, terrain, and satellite views.
- Marks: Visual elements that represent data points on the map.
- Filters: Tools to refine the data displayed on the map.
Steps to Create a Map in Tableau
- Connecting to Data
First, ensure you have a dataset that includes geographical information. For this example, we'll use a dataset that includes city names and sales figures.
City, State, Sales New York, NY, 100000 Los Angeles, CA, 85000 Chicago, IL, 75000 Houston, TX, 60000 Phoenix, AZ, 50000
- Loading the Data
- Open Tableau and connect to your data source.
- Load the dataset into Tableau.
- Creating a Map
-
Drag and Drop Geographical Fields:
- Drag the
City
field to theRows
shelf. - Drag the
State
field to theColumns
shelf. - Tableau will automatically generate a map.
- Drag the
-
Adding Sales Data:
- Drag the
Sales
field to theSize
shelf under theMarks
card. - This will adjust the size of the marks based on the sales figures.
- Drag the
- Customizing the Map
-
Changing Map Layers:
- Click on the
Map
menu at the top. - Select
Map Layers
. - You can choose different layers such as
Streets
,Satellite
, orTerrain
.
- Click on the
-
Adjusting Mark Properties:
- Click on the
Marks
card. - You can change the mark type to
Circle
,Square
, etc. - Adjust the color, size, and transparency of the marks.
- Click on the
- Adding Filters
- Drag the
State
field to theFilters
shelf. - Select the states you want to display on the map.
- Click
OK
.
- Adding Tooltips
- Click on the
Tooltip
shelf under theMarks
card. - Customize the tooltip to display additional information such as sales figures, city names, etc.
Practical Example
# Sample Data City, State, Sales New York, NY, 100000 Los Angeles, CA, 85000 Chicago, IL, 75000 Houston, TX, 60000 Phoenix, AZ, 50000
Step-by-Step Code
1. Connect to the data source and load the dataset. 2. Drag `City` to the `Rows` shelf. 3. Drag `State` to the `Columns` shelf. 4. Drag `Sales` to the `Size` shelf under the `Marks` card. 5. Customize the map layers and mark properties. 6. Add filters and tooltips as needed.
Practical Exercise
Exercise 1: Create a Sales Map
- Load the provided dataset into Tableau.
- Create a map that displays sales figures for each city.
- Customize the map to use the
Streets
layer. - Adjust the mark properties to use circles with varying sizes based on sales.
- Add a filter to display only cities in the state of California.
- Customize the tooltip to show the city name and sales figure.
Solution
- Load the dataset into Tableau.
- Drag
City
to theRows
shelf andState
to theColumns
shelf. - Drag
Sales
to theSize
shelf under theMarks
card. - Click on the
Map
menu, selectMap Layers
, and chooseStreets
. - Click on the
Marks
card, selectCircle
, and adjust the size. - Drag
State
to theFilters
shelf, selectCalifornia
, and clickOK
. - Click on the
Tooltip
shelf, and customize it to showCity
andSales
.
Common Mistakes and Tips
- Incorrect Geographical Data: Ensure your dataset includes accurate geographical information. Incorrect data can lead to inaccurate maps.
- Overlapping Marks: If marks overlap, adjust the size and transparency to make the map more readable.
- Missing Data: Ensure all necessary fields are included in your dataset to avoid missing data points on the map.
Conclusion
Creating maps in Tableau is a powerful way to visualize geographical data. By following the steps outlined in this section, you can create informative and visually appealing maps that help you uncover insights and trends. Practice creating different types of maps and customizing them to suit your needs. In the next section, we will explore using table calculations to further enhance your visualizations.
Tableau Course
Module 1: Introduction to Tableau
- What is Tableau?
- Installing Tableau
- Tableau Interface Overview
- Connecting to Data Sources
- Basic Data Types and Structures
Module 2: Basic Visualization Techniques
- Creating Your First Visualization
- Using Marks and Cards
- Building Basic Charts
- Filtering Data
- Sorting and Grouping Data
Module 3: Intermediate Visualization Techniques
- Using Calculated Fields
- Creating Dual-Axis Charts
- Using Parameters
- Creating Maps
- Using Table Calculations
Module 4: Advanced Visualization Techniques
- Advanced Chart Types
- Using LOD Expressions
- Creating Dashboards
- Dashboard Actions
- Storytelling with Data
Module 5: Data Preparation and Transformation
Module 6: Advanced Analytics
Module 7: Performance Optimization
- Optimizing Workbook Performance
- Extracts vs Live Connections
- Reducing Load Times
- Performance Recording
- Best Practices for Performance
Module 8: Tableau Server and Online
- Introduction to Tableau Server
- Publishing Workbooks
- Managing Permissions
- Scheduling Extracts
- Collaborating with Tableau Online