You will have to make a calculated field that is something along the lines of [First Name] + " " + [Last Name] + " - " + [organization name] and drop that field into the labels tray on the map. If you post a packaged workbook I could help you out with it.
Thanks for your help
Here's the link
Let me know if you need anything else.
Also, what are the best resources to learn more about using Tableau?
Hey, so I created a calculated field called First Last Field Organization.
Here is what is in that field :
[First Name] + " " + [Last Name] + " (" + [Opportunity: Field of Work] + ") - " + [Organization Name]
I then dropped this field into the labels tray. So when there is only one worker per city it works pretty well, however in many instances there are more than one person per city which causes the text to overlap. Did you have any idea on how you wanted the names to be displayed when there are more than one per city?
I set up a dashboard that has an action filter that applies to a new sheet that has all the names so that when you click on a city on the map, it displays the first/last/field/organization of all the people associated with that city on a chart below.
As far as resources to learn about Tableau, one of the best tools I found for beginners in the on-demand video tutorials here http://www.tableausoftware.com/learn/training. The knowledge base has a lot of specific tutorials as well http://kb.tableausoftware.com/. I have also found the forums very useful and everyone seems very helpful and friendly. When in doubt, use the search function.
So I had a go at this for you. Please find my edits attached as a packaged workbook (Zipped). You've still got a lot of work to go unfortunately, and there is something else I'd like you to consider.
Effort required - there are multiple issues with your underlying data. You have some null countries, districts and cities. You also have cities as countries, cities as districts, and districts and cities. So, I think the best work you can do is to clean this up.
I've also attempted to group up your opportunities by primary opportunity. Then I've colored the map using that.
Instead of labelling the map (I created a Calculated field using Noel's suggestion above), I've built a tool tip. Hover over a location to display the tooltip.
The issue I think you are running into is that you'll end up with fellows in the same location (especially big cities) where the labels will stack up. Hence you really need a much more granular method of displaying this, but even then, I suspect you'll have institutions with multiple fellows. That's why I tried to use the groupings.
My advice is then is to clean up the underlying data first.
Alex, good pick up. I've book marked that page.
I think that method of visualizing overlapping marks in conjunction with an action filter like the one I used in order to bring up a table of all the Fellows any particular city would probably be a good way to tackle this one.
I tried incorporating the 2 things together and it seemed to work. One thing I attempted to do is have the viz display the text of the name and info of a person if there was only one record per city and if there were more than one city to display a message "Multiple Fellows", however it didn't quite work as I expected to. Here is what I tried
iif([Number of Records]>1, "Multiple Fellows", [First Last Organization])
Any ideas on how to get that to work?
Thank you for all of your feedback and help.
I'm going to focus on cleaning up the data before anything, but I want to thank you for all of your suggestions and help.
You would need to do something like
if size()>1 then "Multiple Fellows" else attr([First Last]) end
and then make sure you set the partitioning correctly