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Advanced Mapping Techniques
Austin Dahl, Dirk Karis, Robert MortonTableau 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
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Mapping ServiceMapping ServiceGeocodingGeocoding
Big Picture
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Mapping ServiceMapping ServiceGeocodingGeocoding
Big Picture, Example
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Mapping ServiceMapping ServiceGeocodingGeocoding
+ Data
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DemoBasics
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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
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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
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Mapping ServiceMapping ServiceGeocodingGeocoding
Custom Geocoding
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Geographic Hierarchies
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Built In Geocoding
Existing HierarchiesCountry (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
Country State Zip Code
C:\Program Files\Tableau\Tableau 5.0\Local\data\AreaCode.tds
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/en-us/library/ms709353(VS.85).aspx for details on Schema.ini
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Simple GeocodingLittle League World Series
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LLWSRegion 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 GeocodingUK Postal Codes
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UK Postal CodesClean Up
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UK Postal CodesSchema.ini
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Adding Geocoding HierarchiesFIPS Codes
Desired Hierarchy
Country (Name, FIPS 10) FIPS State (Abbreviation, 2 Digits)
FIPS County (3 Digits, 5 Digits)
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Adding Geocoding HierarchiesFIPS Geocoding Files
FIPS CountyFIPS State
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Adding Geocoding HierarchiesFIPS 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.
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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
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GeocodingGeocoding Mapping ServiceMapping Service
WMS
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WMS Basics
1
2
3
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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/cgi-bin/mapserv?map=/data/umn/germany/germany.map&&
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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
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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
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Questions
?
•Austin Dahl [email protected]•Dirk Karis [email protected]•Robert Morton [email protected]
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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/