Custom geocoding in Tableau - Cheat Sheet & Quick Revision

Recall & Review

beginner

What is custom geocoding in Tableau?

Custom geocoding lets you add your own location data to Tableau so you can map places Tableau doesn’t recognize by default.

beginner

Which file format is used to add custom geocoding data in Tableau?

Tableau uses CSV files with specific columns like 'Country', 'State', 'City', 'Latitude', and 'Longitude' to import custom geocoding data.

beginner

Why would you use custom geocoding instead of Tableau’s built-in locations?

You use custom geocoding when Tableau doesn’t have your location data or when you want to map special places like stores, campuses, or regions not in Tableau’s database.

intermediate

What are the key columns needed in a custom geocoding CSV file for Tableau?

Key columns include 'Country', 'State', 'City' (or other location names), plus 'Latitude' and 'Longitude' for the exact position.

intermediate

How do you apply custom geocoding data in Tableau after importing?

After importing, Tableau matches your data’s location names to your custom geocoding file, letting you create maps with your new locations.

What file type do you use to add custom geocoding in Tableau?

A TXT

B XLSX

C JSON

D CSV

Tableau requires CSV files for custom geocoding data import.

Which two columns are essential for plotting locations on a map with custom geocoding?

A City and Country

B State and Postal Code

C Latitude and Longitude

D Region and Population

Latitude and Longitude provide the exact coordinates needed to place points on a map.

When should you use custom geocoding in Tableau?

A When you want to add new or special locations not in Tableau

B When you want to create bar charts

C When you want to change colors on a map

D When Tableau already recognizes all your locations

Custom geocoding is for adding locations Tableau doesn’t have by default.

What happens after you import a custom geocoding CSV into Tableau?

A Tableau ignores the file

B Tableau matches your data’s location names to your custom geocoding data

C Tableau replaces all maps with new ones

D Tableau deletes old location data

Tableau uses the custom geocoding data to recognize and map your locations.

Which of these is NOT a required column in a Tableau custom geocoding CSV?

A Sales

B Longitude

C City

D Latitude

'Sales' is not needed for geocoding; location and coordinates are required.

Explain the steps to create and use custom geocoding in Tableau.

Think about preparing data, importing, and mapping.

Why is custom geocoding useful in business intelligence dashboards?

Consider how custom locations help in real business scenarios.

Practice

1. What is the main purpose of custom geocoding in Tableau?

easy

A. To create charts other than maps

B. To change the color scheme of maps

C. To export maps as images

D. To add new or special locations not included in Tableau's default maps

Solution

1. Step 1: Understand Tableau's default map data

   Tableau has built-in locations but may miss some special or new places.

2. Step 2: Purpose of custom geocoding

   Custom geocoding lets you add these missing locations by providing coordinates.

3. Final Answer:

   To add new or special locations not included in Tableau's default maps -> Option D

4. Quick Check:

   Custom geocoding = add new locations [OK]

Hint: Think: Why add new places to a map? [OK]

Common Mistakes:

• Confusing custom geocoding with color or style changes
• Thinking it exports maps instead of adding data
• Assuming it creates non-map charts

2. Which file format is required to import custom geocoding data into Tableau?

easy

A. .csv (Comma-separated values)

B. .xlsx (Excel workbook)

C. .txt (Plain text file)

D. .json (JavaScript Object Notation)

Solution

1. Step 1: Identify Tableau's accepted custom geocoding format

   Tableau requires a CSV file with location names and coordinates for custom geocoding.

2. Step 2: Compare file types

   CSV is the standard for tabular data import in Tableau for geocoding, unlike Excel or JSON.

3. Final Answer:

   .csv (Comma-separated values) -> Option A

4. Quick Check:

   Custom geocoding file = CSV [OK]

Hint: Remember: CSV is simple table data for Tableau [OK]

Common Mistakes:

• Choosing Excel because it's common for data
• Thinking JSON or TXT are accepted for geocoding
• Confusing file formats for other Tableau features

3. Given this CSV snippet for custom geocoding:

Location,Latitude,Longitude
MyTown,40.7128,-74.0060
NewPlace,34.0522,-118.2437

What will Tableau do after importing this file?

medium

A. Show an error because coordinates are invalid

B. Replace all existing locations with MyTown and NewPlace

C. Add MyTown and NewPlace as mappable locations on Tableau maps

D. Ignore the file because it lacks population data

Solution

1. Step 1: Understand the CSV content

   The CSV has location names with valid latitude and longitude values.

2. Step 2: Tableau's behavior on import

   Tableau adds these locations to its map data without removing existing ones.

3. Final Answer:

   Add MyTown and NewPlace as mappable locations on Tableau maps -> Option C

4. Quick Check:

   Valid CSV adds locations [OK]

Hint: Valid coordinates + names = new map points [OK]

Common Mistakes:

• Thinking Tableau replaces all locations
• Assuming coordinates are invalid without checking
• Believing extra data like population is mandatory

4. You imported a custom geocoding CSV but Tableau does not show your new locations on the map. What is the most likely error?

medium

A. You forgot to restart Tableau after import

B. The CSV file has incorrect column headers like 'Lat' instead of 'Latitude'

C. Tableau does not support custom geocoding

D. The CSV file is too large for Tableau to process

Solution

1. Step 1: Check CSV format requirements

   Tableau requires exact column headers: 'Location', 'Latitude', and 'Longitude'.

2. Step 2: Identify common import issues

   Incorrect headers like 'Lat' cause Tableau to ignore the data.

3. Final Answer:

   The CSV file has incorrect column headers like 'Lat' instead of 'Latitude' -> Option B

4. Quick Check:

   Correct headers = data shown [OK]

Hint: Check headers match exactly: Location, Latitude, Longitude [OK]

Common Mistakes:

• Blaming file size without evidence
• Thinking Tableau lacks custom geocoding support
• Assuming restart is always needed

5. You want to map a new set of store locations in Tableau that are not recognized by default. Your CSV has duplicate location names but different coordinates. What is the best way to handle this in custom geocoding?

hard

A. Add a unique identifier to the location names to differentiate each location

B. Remove duplicates and keep only one coordinate per name

C. Import as is; Tableau automatically handles duplicates

D. Change all location names to the same name for simplicity

Solution

1. Step 1: Understand duplicate location issues

   Duplicate names with different coordinates confuse Tableau's mapping.

2. Step 2: Use unique identifiers

   Adding a unique ID or modifying names helps Tableau distinguish each location.

3. Step 3: Avoid data loss or confusion

   Removing duplicates or renaming all the same causes loss or errors.

4. Final Answer:

   Add a unique identifier to the location names to differentiate each location -> Option A

5. Quick Check:

   Unique IDs fix duplicate location issues [OK]

Hint: Make each location name unique to avoid confusion [OK]

Common Mistakes:

• Assuming Tableau auto-fixes duplicates
• Deleting duplicates losing data
• Using identical names causing map errors