Geographic roles assignment in Tableau - Dashboard Guide

Dashboard Mode - Geographic roles assignment

Business Question

How can we visualize sales data by country and state using geographic roles in Tableau?

Sample Data

Order ID	Country	State	Sales
1001	USA	California	1500
1002	USA	Texas	1200
1003	Canada	Ontario	900
1004	Canada	Quebec	700
1005	USA	New York	1100
1006	Mexico	Jalisco	800
1007	Mexico	Nuevo Leon	600

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales])
  Result: 6800
• Map 1: Sales by Country
  Geographic Role: Country
  Marks: Filled Map colored by SUM([Sales])
  Shows total sales aggregated per country (USA, Canada, Mexico)
• Map 2: Sales by State/Province
  Geographic Role: State/Province
  Marks: Filled Map colored by SUM([Sales])
  Shows sales distribution within each country by state or province
• Table: Sales Details
  Columns: Order ID, Country, State, Sales
  Shows raw sales data for reference

Dashboard Layout

+----------------------+-----------------------+
|      KPI Card        |     Map 1: Country     |
|   Total Sales: 6800  |  (Colored by Sales)    |
+----------------------+-----------------------+
|        Map 2: State/Province (Bottom Full Width)          |
|               (Colored by Sales)                          |
+-----------------------------------------------------------+
|                      Sales Details Table                   |
+-----------------------------------------------------------+

Interactivity

Clicking on a country in Map 1 filters Map 2 and the Sales Details Table to show only states and orders from that country. Selecting a state in Map 2 further filters the Sales Details Table to show only orders from that state.

Self Check

If you add a filter to select only the country 'USA', which components update and what data do they show?

• KPI Card updates to show total sales for USA: 3800
• Map 2 updates to show only states in USA (California, Texas, New York) with their sales
• Sales Details Table updates to show only orders from USA states

Key Result

Dashboard showing total sales and geographic sales distribution by country and state using geographic roles in Tableau.