Unveil the Beauty of Your Data with Tableau Custom Territories

In Tableau, custom territories allow you to define your own geographical regions and group them together for analysis and visualization. Custom territories can be created using any geographic data that is available in your data source, such as zip codes, city names, or latitude and longitude values.

To create custom territories in Tableau, you can use the following steps:

1. Connect to your data source and select the geographic field that you want to use to define your custom territories.
2. Drag the field to the “Detail” shelf. This will create a map visualization showing the individual locations represented by the field.
3. Right-click on the field on the “Detail” shelf and select “Create Set”. This will open the “Create Set” dialog box.
4. Enter a name for your set and click “OK”.
5. In the “Set Edit” dialog box, click on the “Add” button to add individual locations to your set. You can also use the “Import” button to import a list of locations from a file.
6. Once you have added all of the locations that you want to include in your custom territory, click “OK” to create the set.

Custom territories can then be used in Tableau just like any other geographic field, allowing you to create maps and perform analysis and visualization based on your custom regions.

Custom territories can be used in various types of visualizations, such as maps, bar charts, and scatter plots, and can also be used in combination with other data fields to create more meaningful and informative visualizations.

It’s important to note that territories can only be used with geographic data and can be used in combination with other geographic data fields, such as zip codes, cities, or states, to create more accurate and specific territories. Also, when creating territories, it’s important to ensure that the data is accurate and up-to-date to avoid any errors or inaccuracies in the visualization.

Overall, Tableau Custom Territories is a powerful tool that allows users to create custom geographical regions based on the data in a data source, which can be useful for creating more meaningful and informative visualizations. This feature is especially useful when working with geographic data and can provide a more accurate and specific view of the data.