4 Replies Latest reply on Jun 21, 2019 7:59 AM by Mark Hoffman

    Maps - Adding areas to existing

    Mark Hoffman
    Mark Hoffman Jun 19, 2019 11:36 AM

      Refer to the inset.  I need to add the zip codes in red, in NW Pennsylvania, to the Orchid color zip codes.  I want to do this so that they can be added "dynamically" and not so I have to rename the section some new name.  The Orchid represents an existing territory, the red an adjoining space with it's own territory name.  I have to repeat this exercise several times to "annex" adjoining zip codes and don't want to create new join/territory names.  Any ideas, step by step would be great!

       

       

        • 1. Re: Maps - Adding areas to existing
          Tim Dines
          Tim Dines Jun 20, 2019 7:19 AM (in response to Mark Hoffman)

          If you want to do this dynamically, what is the criteria?  There are zip codes in red that are not adjacent to the orchid zip codes.  There must be some process that would be done manually that we can recreated in a calculated field.

          • 2. Re: Maps - Adding areas to existing
            Mark Hoffman
            Mark Hoffman Jun 20, 2019 12:47 PM (in response to Tim Dines)

            Tim

             

            I'm using this one as an example.  I just wanted to add the cluster of red zip codes in the upper left corner, to the orchid group of zip codes,  Right now, I click and highlight the red zip codes I want, re-label them X Territory Added zips, dump them to excel, do a lookup in excel to add them to my master, and then I have a refreshed list.  I though tableau would enable me to click over what I want, then click "add to" an existing location, but I don't see any of my existing locations, and can't find a way to make them appear so I can add to them.  There are several territories, identified by a City name, within the field called "Territories".  So it appears they are somewhat buried such that Tableau can't see them for me to add to them.  At least that's the limit of my skill to this point.  Just seems there should be an easier process to add any zip I want to any current territory definition I have.

            Thanks for responding,

            Mark

            • 3. Re: Maps - Adding areas to existing
              Tim Dines
              Tim Dines Jun 21, 2019 7:11 AM (in response to Mark Hoffman)

              Is it possible for you to share your work?

              • 4. Re: Maps - Adding areas to existing
                Mark Hoffman
                Mark Hoffman Jun 21, 2019 7:59 AM (in response to Tim Dines)

                Tim

                 

                Checking to see if this message will get to you.  The return location looks like an internal link.

                 

                If so, I’ve had to move on and finish this project in another manner.  Thanks for reaching out.

                 

                Mark

                 

                Mark Hoffman

                Sales Analytics Manager

                Paratek Pharmaceuticals

                1000 1st Avenue, Suite 200

                King of Prussia, PA 19406

                (O) 484-751-4980

                (C) 484-678-9733