Tableau Custom Territories on Map – Creating Custom Territory

In this Tableau tutorial, we are going to study about Tableau Custom Territories on Map and how to create custom territories in Tableau and many other things. So, let us start with Tableau Custom Territories.

Tableau Custom Territories

You can produce Tableau custom territories on a map by grouping locations along. For instance, if you have got a map of total sales for every state within the U.S., you’ll be able to mix many or all of these states into a bunch to make a sales territory.

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When you produce Tableau custom territories, adds a separate geographic cluster field within the knowledge pane. Your existing geographic fields aren’t modified.

How to Create Custom Territories on a Map?

Following steps are helping to build Tableau custom territories, let’s discuss them one by one:

i. Double-click on the Country field under Dimensions in the sidebar. The double-click action places this field in the details property and creates a map with dots that represent the country of the respective airports, as well as the built-in Latitude and Longitude fields to Rows and Columns respectively.

ii. Press Ctrl + drag the Latitude (generated) pill in the Rows shelf to the Rows shelf, to the right of the existing pill, to make a second copy. This will generate a second map in the view:

iii. Click on the first Latitude (generated) field to activate its Marks card, and change the mark type to Filled Map.
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iv. For the top map, use the lasso tool from the view toolbar to select all the filled areas in the Americas:

v. While these countries are selected, the command buttons will appear. Click on the paperclip to group these countries as a single territory:

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vi. Using the previous step as a reference, create territories for three more groups of countries, as shown in the following screenshot:

Step- 6 Create Custom Territories in Tableau

vii. In the Dimensions section in the sidebar, rename the Country (group) field to Custom Territories. You can do this by right-clicking on the field, and selecting Rename:

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viii. Right-click on the values that appear in the color legend, and select Edit Alias. Change the aliases to the corresponding territories:

ix. Change the title of the color legend to Tableau Custom Territories. You can do this by clicking on the drop-down arrow in the top right corner of the color legend and selecting  Edit Title.

x. Activate the second Marks card by clicking the second Latitude (generated) pill in the Rows shelf.

xi. While the second Latitude (generated) Marks card is active, change the mark to Circle.
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xii. From Measures, drag Passengers to Color in the second Marks card.

xiii. Right-click on the SUM(Passengers) pill, and in the Measure option, select Average instead of Sum.

xiv. Edit the color of the passenger color legend. Change it to Stepped Color, with four steps:

xv. Click on the drop-down arrow on the second Latitude (generated) pill in the Rows shelf and check Dual Axis:

Conclusion

Hence, in this tutorial, we study what is Tableau custom territories and steps involved in creating them. Furthermore, if you have any query feel free to ask in a comment section.