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Tableaubi_tool~15 mins

Geographic roles assignment in Tableau - Real Business Scenario

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Scenario Mode
👤 Your Role: You are a sales analyst at a retail company.
📋 Request: Your manager wants you to create a map visualization showing sales by state in the United States. To do this, you need to assign the correct geographic roles to the location data in Tableau.
📊 Data: You have a dataset with columns: Order ID, State, Sales Amount, and Order Date. The State column contains two-letter state abbreviations.
🎯 Deliverable: Create a filled map in Tableau that shows total sales by state across the US.
Progress0 / 6 steps
Sample Data
Order IDStateSales AmountOrder Date
1001CA2502024-01-15
1002NY3002024-01-20
1003TX1502024-01-22
1004CA4002024-02-05
1005FL2002024-02-10
1006NY3502024-02-15
1007TX1002024-02-20
1008FL3002024-03-01
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Step 1: Open Tableau and connect to the dataset containing Order ID, State, Sales Amount, and Order Date.
No formula needed. Just connect to the data source.
Expected Result
Dataset is loaded into Tableau with all columns visible.
2
Step 2: Assign the geographic role to the State field.
Right-click the 'State' field in the Data pane, select 'Geographic Role', then choose 'State/Province'.
Expected Result
Tableau recognizes the State field as geographic data and enables map visualizations.
3
Step 3: Create a new worksheet and drag the State field to the Detail on the Marks card.
Drag 'State' to Detail on Marks card.
Expected Result
States are recognized as geographic locations for the map.
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Step 4: Drag the Sales Amount field to Color on the Marks card and set aggregation to SUM.
Drag 'Sales Amount' to Color on Marks card. Ensure aggregation is SUM.
Expected Result
States are colored by total sales amounts.
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Step 5: Convert the view to a filled map.
Click on the 'Show Me' panel and select the 'Filled Map' option.
Expected Result
A filled map appears showing states colored by total sales.
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Step 6: Add a title to the worksheet: 'Total Sales by State'.
Double-click the title area and type 'Total Sales by State'.
Expected Result
The map has a clear title describing the visualization.
Final Result
-----------------------------------
|        Total Sales by State      |
|                                 |
|  [Filled US Map with states]     |
|  CA: Darker color (650 total)   |
|  NY: Darker color (650 total)   |
|  TX: Medium color (250 total)   |
|  FL: Medium color (500 total)   |
|                                 |
|  Color Legend:                  |
|  Light to Dark = Low to High    |
-----------------------------------
✓California and New York have the highest total sales.
✓Florida and Texas have moderate sales volumes.
✓The map visually highlights sales concentration by state.
Bonus Challenge

Add a filter to the map to show sales by a selected month.

Show Hint
Use the Order Date field to create a filter for months, then apply it to the worksheet.