Geospatial Filtering
4.1 Use Case
I’ve opened up a new depot in Charing Cross, London and need to be able to see on a map view how many vaccination centres I can reach by all modes of transport plus duration figures.
4.2 Utilising the extension
If you wish to see a finished working solution then please open up the supplied work book – Eqolines.twbx, which has clear instructions how to run through the entire process. You also get to see the 5 source sheets that show how mock up data can work.
For the purposes of creating from scratch against your own set of data please carry on with the below.
Source sheet
Ensure that you have two separate Excel sheets, one for Origins and one for Destinations.
Also ensure that both Excel sheets you are connecting to contains the following info – A location column, and a Latitude and Longitude column.
You will need these 3 columns on each spreadsheet to get the Geospatial Filtering offering to work.
For good practice also name the workbook and tab either Origins or Destinations as appropriate.
New tableau workbook
Connect to each of your excel data sources separately, as created as above.
Then go to a new sheet and bring the 3 objects as follows (repeat the same steps for the other sheet).
You now need to change the Latitude and Longitude pills, so they are BOTH Discrete and Dimension.
With both changed you will then be presented with a flat line table –
Ensure you have both sheet and tab named accordingly.
Next click on the new dashboard tab and using ‘Floating’ bring in both the source sheets to the dashboard.
Now minimise the sheets in the dashboard to as small as possible so they are hardly visible.
Next switch to ‘Tiled’ and select ‘Extension’ and bring this into the dashboard so it fills the entire space. Click on ‘My extensions’ and select the ‘Eqolines.trex’ file.
Then click ‘ok’ to allow extension and this will bring you into the welcome page.
You will need to insert 2 keys if you are using the free version (the ORS key goes in the bottom box) but only 1 key if you are using the paid for version.
You will then be presented with the following screen –
Click on the ‘Geospatial Filtering’ container.
Page 1 of 7 will require a connection to the two data source sheet you created (origins and destinations). When finished, press save and continue.
Page 2 of 7 will then require the mapping of the three columns to each of the two sheets. Ensure that Location matches your location column, and that Latitude and Longitude are also matched correctly to your Excel headings. Save & Continue.
*Note – there is only a maximum of 100 rows that can be inserted from the source sheet. Anymore and it will bring a validation error.
On page 3 of 7 is a list of parameters then can be changed. At this stage keep the defaults as they can be changed in the dashboard front end. Save & Continue.
Page 4 of 7 gives you the ability to choose a Map Tile of your choice
Page 5 of 7 allows for the selection of different colours and fonts.
Page 6 of 7 allows for Toolbar selections to be hidden or shown in the final dashboard
Now you are on the final Page 7 of 7 and ready to load the dashboard.
Click ‘Generate Map’.
You will now be presented with a map covering the whole dashboard which calculates what destinations are reachable based on the parameters selected.
It also shows in the bottom left-hand corner how many of those destinations are reachable / non reachable.
On the top right hand of the dashboard is an arrow button which will open the parameter page.
Changing the parameters here and then hitting the submit button will adjust the Reachable / Non reachable destinations accordingly, dependent on what you have selected.
You are now up and running using the Geospatial Filtering capability!
*Note – under dashboard settings switch size to ‘Automatic’ to fully expand the map on your screen.
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