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What is you smallest item to create your custom territories ? is it zip codes ?
Why do you export your territories excel and back again to tableau ?
Thanks for the response Marc. Our smallest geographical unit would be zip codes, yes.
One example is that I would like to be able to take our existing territories and import them into Tableau, and then be able to modify the territories within Tableau. In my mind, that would mean turning the Territory dimension into groups. Then I would be able to un-group and re-group as needed.
Did you create you custom territoris by right clicking on the and in geographic roles, selection create from zip codes ?
Got a sample packaged workbook?
Attached is a basic workbook including all zip codes and a territory field tied to each. What I am looking to do is edit these existing territory groupings within Tableau.
Hi Marc, in one instance I simply uploaded a zip code listing with the territory tied to each zip code.
I have also been playing with the Custom Territory feature by uploading a list of Accounts and then using the cursor to select and group.
Check the file i added. There are the created group on colour and the zip code on detail.
You can continue to create more group by just selecting the zip territories.
Is this what you are trying to do ?.
I think what you are asking is that regardless of the original territory or region specified in the dataset, you would like to "override" those with your own in Tableau, and are asking what is the best way to go about it?
If your intent is to just create a custom territory grouping for the purposes of analysis and visualization within tableau, then yes, you can create the groups within Tableau, which will result in a new dimension with the suffix (group).
However, as you likely are aware, Tableau will NOT directly modify the original dataset, but maintain a metadata layer within the workbook for your custom groupings. If your intent is to create a "roundtrip" update capability, then no, it is not directly possible. However, you can export the data from Tableau, and will have to work outside of Tableau to merge that data back into your original data set, using whatever methods appropriate to the data source type.
Thanks. It just seems like it should be possible to convert a pre-existing territory grouping into a Tableau grouped dimension.
You can group existing groups, or take the specific lower level dimension (e.g. zip code) and group that independent of the existing grouping that came with the data ( essentially ignoring the existing territory grouping). All depends on how you have your data structured and what the hierarchy is. For example.. if you want to reassign a specific zipcode from an existing territory (in your original data) to another, then you likely will have to create an independent grouping.