Journey Matrix
3.1 User Case
I have 3 new distribution HQs opening in the Manchester area, and I need to be able to quickly determine which of my delivery addresses are reachable within a certain time. I need this in a table format.
3.2 Utilising the extension
If you wish to see a finished working solution then please open up the supplied workbook – Eqolines.twbx, that has instructions contained within on how to run and 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 follow the guidance 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 Journey Matrix offering to work.
For good practice also name the workbook and tab either Origins or Destinations as appropriate.
New tableau workbook
Connect to each 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, so they are BOTH Discrete and Dimension
With both changed you will then be presented with a flat line table –
Ensure you have both the sheet and tab are 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 but only 1 key if you are using the paid for version
You will then be presented with the following screen –
Click on the ‘Journey Matrix’ container.
Page 1 of 5 will then require a connection to the two data source sheet you created (origins and destinations) then press save and continue.
Page 2 of 5 will then require the mapping of the three columns to each of the two sheets. Ensure that the Location matches your location column, and that Latitude and Longitude also match your Excel headings. Save & Continue.
*Note – there is only a maximum of 100 rows that can be inserted from the source sheet any more and it will display a validation error.
On page 3 of 5 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 5 gives you the ability to switch toolbar settings on and off but at this stage just keep the default settings. Save & Continue.
Now you are on the final Page 5 of 5 and ready to load the dashboard.
Click ‘Generate Distance Matrix’.
You will now be presented with a Distance Matrix covering the whole dashboard which calculates what destinations are reachable based n the parameters selected –
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, depending on what you have selected.
You are now up and running using the Journey Matrix capability!
*Note – under dashboard settings switch size to ‘Automatic’ to fully expand the map on your screen.
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