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You will be able to do this quite easily using Tableau 10 and the feature we call Custom Territories. Here is the blog post I wrote about the new capability: Build Your Own Custom Territories in Tableau 10 | Tableau Software
For the case where you want to use two different administrative levels, you will need to geocode all of the lower-level entities that make up the higher level. So in your case you will need data that includes the 3 US states (CO, CA, NV) and all of the Mexican States.
You could build this out using other tools if you need something in the meantime. Here is a good reference page for using QGIS.
Product Manager, Maps
Thanks Kent, I am looking forward to Tableau 10. Lotsa cool features in addition to maps
I am now using Tableau 10 (non beta). I am having trouble understanding what you said: "you will need to geocode all of the lower-level entities that make up the higher level". Geocode in where? In my original dataset? Could you perhaps extend the sample dataset above to show how it would look like? Do I just add rows with mexican states and just set one of them to Sales 300 and the rest 0?
To create custom territories you need to be able to geocode (display on a map in Tableau) all of the underlying states/provinces that you want to generate your territories from. As you asked in the thread above, you would simply need a table of all the States in the US and Mexico that you have assigned to Sales regions.
Try it out and let me know if you got it working.
So given that I have this table:
my_region sales colorado 100 california & nevada 200 mexico 300
Would a table like this be ok:
Country State my_region USA Colorado colorado USA California california & nevada USA Nevada california & nevada Mexico Veracruz mexico Mexico Durango mexico Mexico ... mexico
And then full outer join two tables using my_region column?
I guess the time I took to ask this I could have tried it out already :-)