Tableau 10 – Custom Territories

Tableau 10 has come up with some new features like define custom territories, cross database joins, connection to Google spread sheets, cross data source filters, new options in Bar charts etc..

Here, I will explain you how to create custom territories in Tableau 10, and how it is different compared to Tableau 9.

Here, I am using "Sample – Superstore (Sample - Superstore.xls)" as data source.

Just have a look at below table for "State wise Sales" information.

State wise Sales (Excel Pivot Table)

State wise Sales (Tableau Map View )

Create Custom Territories using Groups in Tableau 10

Step 1. Connect to "Sample Superstore Excel data source", and create "State wise Sales" filled map view.

   image 1 : State – Color, Text & Detail; SUM(Sales) - Text

Step 2. Create a group by selecting multiple states and click on "Grouping icon" in the above map view as shown in below snapshot.

   image 2

Then, view will become like this

   image 3 : A new dimension State (group) placed in "Dimensions" section and on Color legend;

Step 3. Now, remove 'State' field from Label & Detail;   Drag and drop 'State (group)' on to Label & Detail;
             See the output below. Now you can see all the 4 states with a combined border.

   image 4

If you perform the above steps in Tableau Desktop 9, below is the output.

   image 5 : here those 4 states not covered with border.

Happy coding!!!