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Open Tableau Desktop and navigate to a new or existing worksheet. csv file with custom geocoding you can import that file into Tableau. Step 3: Import custom geocoding file(s) into Tableau Desktop
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To learn how to create a schema.ini file, see Create a schema.ini File (Link opens in a new window). However, you can create a schema.ini file to tell Tableau that the numeric field you want to import should be treated as a text field. Tableau will only accept text fields for new geographic roles. csv file might contain numerical data, such as numeric postcodes.
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csv could not be used because it does not contain a unique column" error message. Sometimes when you attempt to import custom geographic information in Tableau using a. Step 2 (Optional): Create a schema.ini file Once you have created your import file, save the file as a Comma Delimited (.csv) file (Windows Comma Separated if on a Mac) in a folder on your computer. Notice that the column name for country matches the existing Country (Name) geographic role. Importing the file below would add the geographic role Crater Name to the existing Country (Name), State hierarchy. For more information on the columns to include in each geographic hierarchy, see the built in hierarchy table in the Extend An Existing Role section.īelow is an example of an import file containing the locations of crater impacts in North America. When adding new roles to an existing hierarchy, the import file for those roles needs to contain the columns for each level in the existing hierarchy. To add new geographic roles to the existing geographic hierarchy in Tableau, format your import file to include the new roles along with their parent roles. Note: The highest level in the hierarchy is Country and cannot be extended to include higher levels such as Continent, etc. If you include these columns, they should be just to the right of the Country (Name) column in any order. In addition to the Country (Name) column, you can optionally include the following columns: Country 2 char (ISO 3166-1), Country 3 char (ISO 3166-1), and Country (FIPS 10). Built-In HierarchyĬolumns to include in the.
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See the table below for information on how to organize hierarchies in your import file. This will ensure that the new locations are added to the proper roles and hierarchies.
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When extending an existing role, the column names must match the existing geographic roles in the hierarchy that you are extending. In the import file, the names of the columns define the geographic roles. For example, if you are extending (adding data to) the State/Province geographic role, the existing State/Province hierarchy has a column for Country and State/Province, along with Latitude and Longitude. The import file for this type of geocoding should contain every level of the hierarchy above the level you are extending. You can extend this level to include missing states or provinces. For example, the existing hierarchy of Country > State/Province may not contain all of the states or provinces in your data. The built-in geographic roles in Tableau contain hierarchies that can be extended to include locations relevant to your data. Make sure to include at least one decimal place when specifying these values. The latitude and longitude values you add must be real numbers. csv file must contain Latitude and Longitude columns. However, the following applies to all custom geocoding files: The contents of this file differ depending on whether you are extending an existing geographic hierarchy, adding a new geographic role, or adding a new hierarchy to Tableau. The first step to custom geocoding your data is creating a CSV file to import into Tableau. Step 1: Create a CSV file with your location data We recommend that you check out the Assign Geographic Roles (Link opens in a new window) topic to learn more about geographic roles and the types of data Tableau recognizes before you get started. In this case, you can create a custom geographic role for the street address data so that you can plot it on a map view in Tableau.įollow the steps below to learn how to custom geocode your data.īefore you start: Custom geocoding your data can be tricky. It also allows you to create custom geographic roles that you can use as you create map views in Tableau.įor example, if your data contains country, state/province, and street address data, Tableau Desktop will geocode your data to the country and state/province level, but will not recognize the street address data. Custom geocoding means that you assign latitude and longitude coordinates to your locations so Tableau can plot them accurately. If you have locations that Tableau can't map, such as street addresses, you can custom geocode those locations.