Advanced Mapping Techniques

Austin Dahl, Dirk Karis, Robert Morton Tableau Software

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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

All rights reserved. 2009 Tableau Software Inc.

Big Picture

Map Latitude, Longitude Place Name

Geocoding
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Mapping Service

Big Picture, Example

47.35 N, 120.88 W Washington

Map

Geocoding
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Mapping Service

+ Data

Map
Scatter Plot
Geocoding
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Mapping Service

Demo Basics

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Review of 4.0 Features Basic 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

All rights reserved. 2009 Tableau Software Inc.

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

All rights reserved. 2009 Tableau Software Inc.

Custom Geocoding

Map Latitude, Longitude Place Name

Geocoding
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Mapping Service

Geographic Hierarchies
Countries have States States have Counties Counties have Cities Cities have Neighborhoods Neighborhoods have Buildings Buildings have Rooms Rooms have Chairs

Countries have Area Codes Area Codes have Exchanges Exchanges have Numbers

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Built In Geocoding
Existing Hierarchies Country (Name, FIPS 10, ISO 3166-2, ISO 3166) CMSA Area Code State (Name Abbreviation) County Zip Code

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

Country State Zip Code

Country Area Code

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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

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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/enus/library/ms709353(VS.85).aspx for details on Schema.ini

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Simple Geocoding Little League World Series

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LLWS Region Encoding CSV File

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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]

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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] UNION 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]

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Augmenting the Built In Geocoding UK Postal Codes

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UK Postal Codes Clean Up

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UK Postal Codes Schema.ini

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Adding Geocoding Hierarchies FIPS Codes

Desired Hierarchy

Country (Name, FIPS 10)

FIPS State (Abbreviation, 2 Digits) FIPS County (3 Digits, 5 Digits)

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Adding Geocoding Hierarchies FIPS Geocoding Files

FIPS State FIPS County

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Adding Geocoding Hierarchies FIPS Schema.ini

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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

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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.

All rights reserved. 2009 Tableau Software Inc.

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

All rights reserved. 2009 Tableau Software Inc.

WMS

Map Latitude, Longitude Place Name

Geocoding
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Mapping Service

WMS Basics
1 2

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WMS Examples

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

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WMS Examples

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

http://wms1.ccgis.de/cgibin/mapserv?map=/data/umn/germany/germany.map&&
All rights reserved. 2009 Tableau Software Inc.

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

All rights reserved. 2009 Tableau Software Inc.

Tapping Into Geospatial Databases

Contains Intersection Distance

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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

All rights reserved. 2009 Tableau Software Inc.

Questions

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

All rights reserved. 2009 Tableau Software Inc.

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-2008Spatial-Tools.aspx Edit and Manipulate Shapefiles OpenJUMP - http://www.openjump.org/

All rights reserved. 2009 Tableau Software Inc.