• Tableau Mapping Tip: Geographic Drill Down

    Previously,  we saw how to capture and use Tableau’s automatically generated latitude and longitude for custom geocoding.  Now, we’ll extend that technique to give us the ability to drill up and down on various levels of geographic detail in a single visualization:

    Drilling down and up again on geographic levels of detail.

    Drilling down and up again on geographic levels of detail.

     

    The data is fairly standard.  We have Regions which contain 2 or 3 Areas which contain multiple Zip Codes:

    The data

    Only Zip Code is recognized as a standard geographic field.  Tableau is nice enough to supply the fields Latitude (generated) and Longitude (generated) based on the Zip code.  However, we can’t use those fields in calculations or blending.  So, we’ll capture them in a separate data source (along with the associated Region, Area, and Zip Code) just like we saw in the previous tip.

    Data Blending to Control the Level of Detail

    Now we can blend between the two sources on any of the fields they share in common:

    We can blend on Area, Region, and/or Zip Code to control the level of detail.  The AVG Lat and Lon from this data source will give us the geographic center of the level of detail in the blend.

    We can blend on Area, Region, and/or Zip Code to control the level of detail. The AVG Lat and Lon from this data source will give us the geographic center of the level of detail in the blend.

     

    But why set the level of detail of the blend ahead of time?  This gets much more exciting if we create a parameter and a couple of calculated fields to allow the end-user to control the level of detail of the blend.

    Here the parameter:

    Parameter

    We’ll let the user select Region, Area or Zip code. Typically, I’ll use an integer parameter with the Display As text. It’s more efficiently calculated and if I want to change the display, I don’t have to go change a bunch of calculated fields.

    Then, I’ll create a calculated field that returns the desired dimension based on the parameter selection:

    Calculation

    We’ll create this calculation in both the primary and secondary data sources.  Why?  So we can blend on that field instead of any of the others:

    Blending with Parameter

     

    And now, the level of detail of the blend changes with the user selection.  Instant geographic drill down (and up again!)

    Here it is in action:

9 Responsesso far.

  1. Skyler says:

    Would this method work for filled maps as well?

    • Joshua Milligan says:

      Unfortunately not. You could use filled shapes, but they would be plotted at the geographic center of the lowest level of detail (Zip in this case) which almost certainly wouldn’t match. You might check out this thread on the Tableau forums as there are some interesting thoughts on making filled maps work.

  2. Hi Joshua. Brilliant – that’s so exciting. Never thought of blending on a calculated field. The only trouble with learning new and better ways of doing things is that I’m constantly having to re-write my workbooks. Here we go again!

    • Joshua Milligan says:

      I know the feeling – I look back at things I designed a year ago or 3 months ago and think, “If I’d only known what I know now!”

  3. Li Wu says:

    Hi Joshua,

    Thank you for your post! I do have a question for you. When I tried to use your method on a world map (country – state drill down), some locations got mixed up because they are states that have the same names in different countries. Can this be resolved? Thanks!

  4. amrit says:

    hi
    can you show how to do same for country, city, state in superstore data as all these are already geographic fields . I am trying to do drill down but it is not working.
    best regards
    amrit

    • Albert says:

      Same problem here.. searching for hours how to display zip code based data in a filled map on country level. Is there no easy solution for this?

  5. Emily says:

    Joshua –

    Have to tried this with long and lat coordinates that you generate yourself? I’ve been trying to drill from self-designated areas, but I’m not sure if having my own coordinates is a limitation.

    Emily

  6. miikka says:

    Thank you for nice tip Joshua!

    Works brilliantly with countries and regions. However, the tooltip options seem to be the same for both levels of detail. I haven’t found a way to change it to a model where in region the tooltip would show:

    “Region: xxx
    Sales: yyy”

    And in country level tooltip would show different info, for example:

    “Region: xxx
    Country: yyy
    Sales: zzz”

    Does anyone have ideas how to do this?

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