Tableau USER GROUP

CINCINNATIEvent #8 – Mapping!

2

ARRIVE & NETWORK

Socialize with other Tableau

users, and grab a chair for

the event.

TIPS & TRICKS

Russell Spangler & Craig Wortman

Spatial Data Preparation

Dual Axis Maps

MLB Travel Map

CUSTOM GEOGRAPHY

Michael Carrico

Custom Geographies

Mapbox Intergration

AGENDA

5:0o

Introduction to the local

Cincinnati Tableau User

Group and discuss future

events

INTRODUCTION

5:30

5:45

6:15

6:45

SOCIALIZE

Talk to local Tableau users

and discuss Tableau related

items

* Brass Tap

http://brasstapbeerbar.com/ci

ncinnati

7:15

CUSTOM MAPS

Jeff Shaffer

Review of custom maps

and customization techniques

3

Administrators

ERIC DUELL JEFF SHAFFER CRAIG WORTMAN

VP of Analytics and Intelligence

E.W. Scripps Company

Vice President, IT and Analytics

Unifund

Data Analyst

Unifund

Adjunct Professor of Data

Visualization at the

University of Cincinnati.

2015 Tableau Zen Master

Adjunct Professor of Data

Visualization at the

University of Cincinnati.

Tableau Desktop and Server

user for four years.

@ericduell @HighVizAbility @WortmanCraig

www.DataPlusScience.com

4

GROUP LEADER

@russellspangler russellspangler@gmail.comwww.linkedin.com/in/russellspangler/

RUSSELL SPANGLER

Sr. Manager, Data Visualization

Senior Manager, Data Visualization at

Convergys. Adjunct Professor for Data

Management at the University of Cincinnati.

Master of Science and Bachelor of Science in

Information Systems. Tableau Server

administrator and Tableau desktop user for

about 5 Years.

5

JOIN US

You Should Join The Cincinnati Tableau User Group

- Abraham Lincoln

Please Join The Cincinnati

User Group Pagehttp://community.tableau.com/groups/midwest

Search for “Cincinnati Tableau User Group”

6

FUTURE EVENTS

Location. Please contact us if you

have a good location to host any of

the future events. Events should

be free and can be sponsored by

local companies. Capacity for the

venue should hold at least 50

people.

Time. Events can be morning,

afternoon or evening on most

weekdays. Currently we’ve

decided after work on a weeknight

seems to fit easiest with most

schedules. We’ll try to provide at

least a 3 week notice for future

events.

Ideas. We are looking for

feedback on type of topics for

future events. Depending on

experience level, material can be

adjusted to help build the group.

Location TIME IDEAS

Format. We can create hands-on

learning events or we can focus on

discussions and how individuals

are utilizing Tableau in their work

environment.

Volunteers. Looking for

volunteers that have materials or

topics they would like to present.

Happy Hour. Future happy hour

to help meet people with help from

a little liquor courage. Willing to

accept sponsors.

FORMAT VOLUNTEERS HAPPY HOURS

https://community.tableau.com/thread/197870

USER GROUP ITEMS

• Email schedule • Tableau’s official initial email (usually 3-4 days after Eventbrite page setup)

• Tableau customers within the Cincinnati area (email sent to the email on your license)

• User group email (sent to users in the group)

• Reminder email to attendees prior to the event (Eventbrite)

• Not receiving emails or would like to receive emails• Join the user group page (emails will be sent directly to user group members)

• Connect with us (admins) on LinkedIn or follow users on Twitter

• Periodically check the Cincinnati user group page.

• Forum Posts• Tableau implemented a “moderator” system for forum posts

• Posts can be delayed until verified by Tableau forum moderators, URL links will usually

trigger a post to be reviewed

• Feedback• Please send me feedback, ideas, and topics for future events

7

UPCOMING EVENTS

Local area events: http://community.tableau.com/thread/159183

Alteryx Cincinnati User Group • Wednesday, March 16th, 2016

Northern Kentucky University – University Center, Budig Theater

• https://www.eventbrite.com/e/alteryx-cincinnati-user-group-

meeting-no-3-tickets-21719125489

8

UC EVENTS

Predictive Analytics Day – Monday February 29th (next week)

• Disney: Predictive analytics usage at Disney

• SAS: Roadmap of predictive analytics from SAS

• Sports analytics: Lunch panel Cincinnati Reds, Cincinnati Bengals, and UC

Bearcats

• Afternoon solutions and tutorials from SAS, ThinkVine and FICO

Registration at http://regonline.com/predictive-analytics

Two-Day Training Courses

March 10-11 “Analytics in Excel”

April 7-8 “Introduction to R”

April 21-22 “Tableau Training” http://regonline.com/tableau3This two-day Tableau workshop will cover beginner, intermediate and advanced topics.

The course will be taught by Jeffrey Shaffer, a Tableau Zen Master

9

UC AnALYTICS SUMMIT

Analytics Summit 2016 Friday, May 20th @Sharonville Convention Center

The summit will feature two exceptional keynote speakers and all-day

industry focused analytics track sessions including Retail, Healthcare,

Supply Chain, and Finance

Thornton May, Author, Educator & Futurist

Jude Schramm, Chief Information Officer, Digital for GE Aviation

All classes and events open to the public. For more information

about the Center, classes, and events visit

business.uc.edu/analytics-center

10

11

NEXT EVENT(possible MARCH EVENT- NOT SCHEDULED YET)

Thursday April 28th

Fifth Third in Madisonville

Financial data topics!

More details will be posted to the user group website

http://community.tableau.com/groups/midwest

12MAPPING BASICS

TERMINOLOGY

• Spatial data (aka geospatial data or geographic information)

Information about the locations and shapes of geographic features and the

relationships between them, usually stored as coordinates and topology.

Any data that can be mapped.

• Cartography

The study and practice of making maps. Combining science, aesthetics,

and technique, cartography builds on the premise that reality can be

modeled in ways that communicate spatial information effectively.

13

TYPES OF MAPS

14

Thematic mapDesigned to show a particular theme connected

with a specific geographic area.

Types: Choropleth, Dot, Isoline, Flow Maps,

Cartograms

General MapGeneral cartography involves those maps that are

constructed for a general audience and thus

contain a variety of features.

Example: Road map, atlas, classroom world map

Orienteering map combines both general and thematic cartography

http://training.fws.gov/courses/csp/csp7203/resources/Types_of_Maps_2013.pdf

TYPES OF MAPS

Topographic

Displays terrain: the three-dimensional quality

of the surface and the identification of

specific landforms. This is also known

as geomorphometry.

Topological map

Diagram that has been simplified so that only

vital information remains and unnecessary

detail has been removed. These maps lack

scale, and distance and direction are subject

to change and variation, but the relationship

between points is maintained.

15

Thematic MAPS

16

Choropleth Shaded or patterned areas in proportion to the

measurement of the statistical variable displayed

on the map

Ex. Population density or per-capita income

IsolineA map with continuous lines joining points of the

same value.

Ex. Temperature (isotherms), Barometric pressure

(isobars), Wind speed (isotachs), and Wind

direction (isogon)

http://www.clearlyandsimply.com/clearly_and_simply/2009/10/choropleth-maps-with-tableau.html

TYPES OF MAPS

17

Flow mapsA mix of a map and a flow chart that "show the

movement of objects from one location to

another".

CartogramA map in which some thematic mapping

variable is substituted for land area or

distance. The geometry or space of the

map is distorted in order to convey the

information.

18TABlEAU MAPS

MAPPING IN TABLEAU

• Filled Maps & Symbol Maps (Shapes)

• Customer mapping stories & examples

http://www.tableau.com/stories/topic/maps

• Information on data that Tableau uses for

maps:

http://www.tableau.com/mapdata

• Tableau’s online help portal for mapping

http://onlinehelp.tableau.com/current/pro/online/

windows/en-us/maps.html

19

GEOCODING

Geocoding (sometimes called forward geocoding)

Uses a description of a location, usually a postal

address or place name, to find geographic

coordinates

Reverse geocodingUses geographic coordinates to find a description of

the location, most typically a postal address or

place name.

GeocoderA piece of software or a (web) service that

implements a geocoding process.

http://www.melissadata.com/

https://developers.google.com/maps/documentation/g

eocoding/intro

20

• Tableau will automatically assign geographic

roles to fields with common location names

such as State, Country, and so on.

• Tableau automatically geocodes the

information in geographic roles with a latitude

and longitude value.

Tip: Right click and manually assign geographic roles to fields that weren’t automatically detected!

MAPPING IN TABLEAU

21

Symbol MapsFilled Maps

TABLEAU CUSTOM MAPS

22

https://public.tableau.com/s/blog/2014/10/our-

favorite-political-vizzes

http://www.evolytics.com/blog/tableau-201-

how-to-make-small-multiple-stadium-maps

http://kb.tableau.com/articles/knowledgebase/u

sing-path-shelf-pattern-analysis

Dual AXIS

23https://public.tableau.com/s/blog/2014/04/going-dual-axis-maps

Duplicate the Latitude measure onto the rows shelf by holding CTRL.

You'll now have 2 maps, one of top of the other

Dual AXIS

24https://public.tableau.com/s/blog/2014/04/going-dual-axis-maps

Don’t forget to

Synchronize Axis

BACKGROUND IMAGE

25http://kb.tableau.com/articles/knowledgebase/background-image-coordinates

Maps > Background Images

BACKGROUND IMAGE

26http://kb.tableau.com/articles/knowledgebase/background-image-coordinates

DISTANCE

Distance Formula

3959 * ACOS

(

SIN(RADIANS([Lat])) * SIN(RADIANS([Lat2])) +

COS(RADIANS([Lat])) * COS(RADIANS([Lat2])) * COS(RADIANS([Long2])

- RADIANS([Long]))

)

Use 3959 for Miles and 6371 for Kilometers

Don’t forget the Earth is curved!

https://en.wikipedia.org/wiki/Horizon

SQL: Has geography data types and built in functions (or

you can create a custom function). You can calculate all

the distances before sending the data to Tableau.

http://kb.tableau.com/articles/knowledgebase/calculating-distance

http://kb.tableau.com/articles/knowledgebase/find-zip-code-

within-radius

27

Tableau v9.1 Feature

Radial Selection Tool(Miles don’t seem appear on maps that

are scaled at a larger distance)

28DATA PREP USING R

THE DATA

The Problem• Points based within the United States

• Points are non-relatable geographical points

• Uncommon geographical roles (weather stations)

• Points for multiple years

29

The GoalAverage the points to a nearest county to

create an average result based on the

number of points within the nearest county

MY SUGGESTION

FIND NEW DATASomething with Address, ZIP code, State, County,

Census Group

30

MY SECOND SUGGESTION

• Try and connect the points to the nearest county Tableau only recognize common spatial data points

• TableauMap Layers (census data) possible custom Data Layer

Menu -> Map -> Map Layers

• Popular tools ESRI/ArcGIS $$$$ + Learning Curve

• RNeed to find the right package, some familiarity

(I do call this segment “Data Prep Using R”)

31

THANK YOU R GODS

My code is based off this snippethttp://stackoverflow.com/questions/8751497/latitude-longitude-coordinates-to-

state-code-in-r/8751965#8751965

• Code was switched to County

• Used a dataframe and export function (export to csv or write back to SQL)

• Pulled the data from a datafile or a table (SQL)

• Tested code on a small dataset first (Local Ohio counties)

• Verified results -> expanded to the larger dataset

32

R IS A CRUEL MISTRESS

Don’t forget• Update to the latest version of R

(3.0.3 didn’t work, but 3.2.3 does work)

Tip: Upgrade R to the latest release before coding

• Import the packages/libraries: install.packages("RODBC") - ODBC connection (https://cran.r-project.org/web/packages/RODBC/RODBC.pdf)

install.packages(“sp") - Spatial data (https://cran.r-project.org/web/packages/sp/sp.pdf)

install.packages(“maps”) - Map data (https://cran.r-project.org/web/packages/maps/maps.pdf)

install.packages(“maptools”) - Map tools (https://cran.r-project.org/web/packages/maptools/maptools.pdf)

33

Calculation

• Functions for County and State

34

• Functions for County and State

9.7 Million Records < 5 Minutes

(on my laptop)

Parse data (SQL)

result

• Data on the County level over multiple years

35

GIF (http://recordit.co/T0jsIXStRY)

36

ThankSDon’t Forget to Join the

Cincinnati User Group Pagehttp://community.tableau.com/groups/midwest

Search for “Cincinnati Tableau User Group”