7 Replies Latest reply on Aug 7, 2018 5:10 AM by Jim Dehner

Geographic Role: Create From

Brad Slaughter Jan 12, 2017 6:46 AM

I am attempting to take a list of counties and states and aggregate them into markets. To do that I am using a county field and state field (so I do not lose duplicate counties that are in multiple states). My market names are already in my data. I want to take my market field and create a geographic role from both county AND state. Is there a way to do this? I tried making a hierarchy and a combined field and neither worked. I can highlight the counties I want and manually create a group but that seems like re-work in my case.

I cannot post my workbook but I was able to post the market information that I have.

Market Disaggregate 2.xlsx 10.3 KB

1. Re: Geographic Role: Create From

Jim Dehner Jan 11, 2017 1:46 PM (in response to Brad Slaughter)
Hi Brad

Its very easily done - I will attach a T10.1.3 workbook but here is a step by step
Load the data from excel or whatever source
Change the data type on county to geo role --- Create from --- County

and then I moved the Market field into the location hierarchy (you don't need to do that)

Then you use it just like any other geo field

Let me know if that worked for you

Jim

markets.twbx 1.2 MB

1 of 1 people found this helpful
Like Show 1 Likes(1)

Actions
2. Re: Geographic Role: Create From

Brad Slaughter Jan 12, 2017 6:49 AM (in response to Jim Dehner)

Thanks for the response, Jim. The dataset I created actually did not throw the error when you remove state. I updated the dataset and attached. Now, when you remove state from the workflow it will not show the duplicate counties.
Like Show 0 Likes(0)

Actions
3. Re: Geographic Role: Create From

Jim Dehner Jan 12, 2017 7:11 AM (in response to Brad Slaughter)
Hi
Not sure what you are looking for - here are 2 options on your new data

First at the Market Level

The second is at the Market County level created through the hierarchy

Are either of these helpful? Please let me know and mark the This Helped Me button

Jim

markets.twbx 131.6 KB

1 of 1 people found this helpful
Like Show 0 Likes(0)

Actions
4. Re: Geographic Role: Create From

Brad Slaughter Jan 12, 2017 7:47 AM (in response to Jim Dehner)

This was the solution I was looking to see. When I was moving MKT into the hierarchy, state was not going to the top which was keeping me from getting the desired result. Thanks for the help!
Like Show 1 Likes(1)

Actions
5. Re: Geographic Role: Create From

Jim Dehner Jan 12, 2017 7:57 AM (in response to Brad Slaughter)

Glad that it worked for you
If you have other questions just ask

Go Patriots
Jim
Like Show 0 Likes(0)

Actions
6. Re: Geographic Role: Create From

Thomas Rones Aug 7, 2018 2:09 AM (in response to Brad Slaughter)

I was just a bit confused on this myself, so here's an additional comment. I was trying to create all my levels from country, but when you have many levels, each level must be created from the level beneath it.

So my correct hierarchy looked like:
Main Region create from Region
Region create from Sub-Region
Sub-Region create from Country Group
Country Group create from Country
Like Show 0 Likes(0)

Actions
7. Re: Geographic Role: Create From

Jim Dehner Aug 7, 2018 5:10 AM (in response to Thomas Rones)

Good morning
at some point your hierarchy needs to tie back to a level that has a geo base that Tableau can plot
example based on US definitions -
I can tie region to state if the region is in fact defined by states - Tableau knows state boundaries
if I tie region to zip code and zip codes overlap region boundaries then when Tableau creates the region from zip (which tableau knows) the regions will overlap

Jim
Like Show 0 Likes(0)

Actions