Advanced Mapping Techniques

Austin Dahl, Dirk Karis, Robert MortonTableau Software

Agenda

•Big Picture•Review of 4.0 Features•Custom Geocoding

Geographic Hierarchies

Creating new role: Regions

Augmenting an existing role: UK Postal Codes

Adding a new hierarchy: FIPS Codes•WMS – Web Mapping Service•Leveraging Geospatial Capabilities of Databases

Mapping ServiceMapping ServiceGeocodingGeocoding

Big Picture

Big Picture, Example

+ Data

DemoBasics

Review of 4.0 FeaturesBasic Mapping and Challenges

•Creation

Double click on any geocoded field to get a map

Use Show Me•Resolving Ambiguity•LOD Best Practices

Put full hierarchy on LOD

e.g. Country, State, Zip•2008 Conference talk by Austin Dahl has lots more

http://conference.tableausoftware.com/2008/sessions/training

Agenda

Custom Geocoding

Built In Geocoding

Existing HierarchiesCountry (Name, FIPS 10, ISO 3166-2, ISO 3166)

CMSA Area Code State (Name Abbreviation)

County Zip Code

Hierarchy Examples

C:\Program Files\Tableau\Tableau 5.0\Local\data\ZipCode.tds

Country State Zip Code

C:\Program Files\Tableau\Tableau 5.0\Local\data\AreaCode.tds

Country Area Code

Custom Geocoding

•What you can do

Add new hierarchies

e.g. Sales Regions, Airports, Store Locations

Add new sub-levels to existing hierarchies

e.g. Cities

Add new locations to an existing level

e.g. UK Postal Codes•What you cannot do

Put existing levels under your new levels

Add additional alternate names to existing levels

Change the location for an existing entry•But, you can duplicate existing levels and do all of the above

What You Need

•CSV File with:

• Unique ID (no duplicates)

• Optional: IDs of containing levels (a.k.a. foreign key)

• Latitude

• Longitude

•Optional: Schema.ini file

• IDs should be Text

• Even numeric fields like zip code

• Latitude and Longitude should be Double

See http://msdn.microsoft.com/en-us/library/ms709353(VS.85).aspx for details on Schema.ini

Simple GeocodingLittle League World Series

LLWSRegion Encoding CSV File

Two Locations

SELECT [LLWS#csv].[Runner-Up Region] AS [Runner-Up Region],

[LLWS#csv].[Runner-Up Score] AS [Runner-Up Score],

[LLWS#csv].[Winner Region] AS [Winner Region],

[LLWS#csv].[Winner Score] AS [Winner Score],

[LLWS#csv].[Year] AS [Year]

FROM [LLWS#csv]

Two Locations

SELECT [LLWS#csv].[Runner-Up Region] AS [Region],

[LLWS#csv].[Runner-Up Score] AS [Score],

[LLWS#csv].[Year] AS [Year],

'Runner-Up' AS [Winner - Runner-Up]

FROM [LLWS#csv]

SELECT

[LLWS#csv].[Winner Region] AS [Region],

[LLWS#csv].[Winner Score] AS [Score],

[LLWS#csv].[Year] AS [Year],

'Winner' AS [Winner - Runner-Up]

FROM [LLWS#csv]

Augmenting the Built In GeocodingUK Postal Codes

UK Postal CodesClean Up

UK Postal CodesSchema.ini

Adding Geocoding HierarchiesFIPS Codes

Desired Hierarchy

Country (Name, FIPS 10) FIPS State (Abbreviation, 2 Digits)

FIPS County (3 Digits, 5 Digits)

Adding Geocoding HierarchiesFIPS Geocoding Files

FIPS CountyFIPS State

Adding Geocoding HierarchiesFIPS Schema.ini

Custom Geocoding Best Practices

•Clean the data

Remove blank or duplicate rows

Check the data types

Format for leading zeros if needed•Use Schema.ini to enforce types and column names•Store in a common directory

Use subfolders for different locations or roles

Keep your CSV files•Order the fields with the most readable name first•Use Tableau to connect to it as a sanity check

Sharing Your Custom Geocoding

•One-off:

Save to TWBX and send

Import from TWBX•Group Wide

One person imports everything

Distribute My Tableau Repository\Local Data

(Advanced) It is possible to have TDS files in Local Data reference in-house databases

•On Tableau Server

Publish and custom geocoding will get sent if needed.

Agenda

GeocodingGeocoding Mapping ServiceMapping Service

WMS Basics

WMS Examples

http://wms.jpl.nasa.gov/wms.cgi?

WMS Examples

http://apps1.gdr.nrcan.gc.ca/cgi-bin/worldmin_en-ca_ows

WMS Examples

http://wms1.ccgis.de/cgi-bin/mapserv?map=/data/umn/germany/germany.map&&

Agenda

Tapping Into Geospatial Databases

• Contains• Intersection• Distance

Summary

•Custom Geocoding

Add your locations, augment Tableau locations•WMS

In house via ArcGIS and others; numerous public servers

Different layers than the Tableau built-in•Geospatial Databases

Calculations of Distance, Intersection, Containment

Geographic Types

Questions

•Austin Dahl adahl@tableausoftware.com•Dirk Karis dkaris@tableausoftware.com•Robert Morton rmorton@tableausoftware.com

Resources

•Geospatial Data Sets

National Atlas - http://www.nationalatlas.gov/atlasftp.html

NOAA - http://csc-s-maps-q.csc.noaa.gov/hurricanes/download.jsp

•Upload Shapefiles to SQL Server 2008

Shape2SQL - http://www.sharpgis.net/page/SQL-Server-2008-Spatial-Tools.aspx

•Edit and Manipulate Shapefiles

OpenJUMP - http://www.openjump.org/

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