A brief tutorial on how to process and visualise European Cities forecasts in Tableau
European Cities and Regional Forecasts subscribers have more options than ever to process and visualise their data. As of February 2017, Tableau now supports geocoding with the Nomenclature of Territorial Units for Statistics (NUTS) system. This introduces a level of granularity not previously available in the visualization toolset.
The steps required for putting together a new dashboard aren’t complicated if you’re already up and running with the Oxford Economics API. For information on how to access the API, and how to manage selections and download data using the API, check out our guide. For getting set up with your Tableau Web Data Connector, check out that guide here.
Set up your selection
The first step is to set up your selection in the Global Data Workstation. It’s important to select not only the country but the level of detail as well, which means checking the desired NUTS category and unchecking any unwanted ones. Once you’ve chosen the rest of your settings, e.g. indicators, frequency, start and end years, save your selection. We recommend you pick something other than the default, especially if there are already several saved selections on your account.
Download your selection into Tableau
If you haven’t set up a Tableau Web Data Connector, see our quick setup guide here or use our connector at https://wt-ec7f34285e98bfc354c433be6ef8e7c3-0.run.webtask.io/tableau-wdc. Once that’s done, the next step is to find your selection’s ID key. If you’re using our data connector, this can be done by logging in with your credentials and activating the radio button that matches the name used in the previous step. Otherwise, copy the selection ID for use with your own connector.
Set up your visualizations
You may find that the none of the fields has been ascribed a geographic role. As of this writing, the Tableau Web Data Connector does not support NUTS as a default option. You will need to manually select this by finding Location code under the Dimensions list. Right click this, find Geographic Role, and then select NUTS Europe.
Now, if you double click the Location code dimension Tableau will initialize a new world map chart. Unfortunately, it may not populate automatically. Note any unknown locations with the indicator on the bottom-right portion of the screen. In this example, there are over 1,000 unassigned locations.
To fix this, click the unknown locations indicator near the bottom-right of the screen (shown above) and select Edit Locations. Set that the Country/Region field to None and click OK.
Add more detail
From this point, any choices you make will depend on the type of data you’ve selected. However, generally you will want to include a measure as either a color or size mark.
We also recommend you separate the country information from the location code field in order to build more coherent, readable tables. To do this, start by creating a calculated field based on Location code. Right click Location code under Dimensions and select Create and then Calculated Field.
From there, name the new field and enter the following regex formula into the code area and click OK.
Now you should be set up to create your own visualisations based on Oxford Economics’ European Cities and Regions data. If you have any questions or are having any issues, please don’t hesitate to reach out to us using our Helpdesk. For further information about Tableau and its features, please check out Tableau > Help and for more documentation on the Tableau Web Data Connector in particular and a wide array of user-created examples, go to Tableau > Web Data Connectors.
James Mills is a Software Developer at Oxford Economics.
Arvindra Sehmi is Chief Information Officer and Director of IT at Oxford Economics.