Setting geographic roles

Once the data is loaded, Tableau will determine geographic fields using the field names, such as city, state, and zip code, and will generate latitude/longitude data for those fields. Tableau will denote the geographic fields by placing a globe symbol next to the field name. If Tableau misses the detection of any field, usually due to variations in field names, we can manually set these fields as geographic fields.

Getting ready

Let's use the sample file Sample – Superstore Sales (Excel). Open a new worksheet and select Sample – Superstore Sales (Excel) as the data source.

How to do it...

Once the data is loaded in Tableau, perform the following steps to set a few fields as geographic fields:

  1. Right-click on Customer Zip Code ...

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