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Assign Geographic Roles in Alteryx workflow to be used in Tableau .hyper file

njkollauf
6 - Meteoroid

I have a list of cities, states and zip codes in an Alteryx workflow that ultimately gets extracted to a .hyper file and used in Tableau.

 

The field types for these are all V_String. When I connect to the .hyper file in Tableau I need to manually assign the Geographic Roles of "City", "State" and "Zip Codes" to have lat/long generated and used in Tableau.

 

Is there a way for Alteryx to assign these data types/geographic roles in Alteryx so I don't have to manually intervene each connection?

5 REPLIES 5
Garabujo7
Alteryx
Alteryx

Hello @njkollauf ,

 

Have you tried the auto field tool?

May be helpful for that.

 

Garabujo7_0-1635270282375.png

 

 

Gabriel

AZuc
Alteryx Alumni (Retired)

@njkollauf ,

 

I've worked with Tableau for a while, and it "recognizes" the field as geography based on the name, and I believe it also checks data type. But City and State, for example, should be V_String, in this case, Auto Field tool would not help.

 

Which kind of manual intervention are you doing in Tableau to make it recognize the field as Geographical?

André Zuccatti

Sales Engineer - LATAM -
Alteryx, Inc.


njkollauf
6 - Meteoroid

After connecting to the hyper file, I need to change the default property type of the fields"city", "state" and "zip" to the geographic role in Tableau. They do not come in as designated geographic roles in Tableau from Alteryx.

njkollauf
6 - Meteoroid

I decoded your message a bit so I could understand it.

 

Tableau will recognize the field names "City", "State", "Zip Code", etc. My actual field names were WAgentState, WAgentZip, etc.

 

I was able to change the field names in a select tool to "WA State" and "WA City" and when connected to the hyper file for the first time, Tableau recognizes their geographic roles perfectly.

 

Thanks for the help!

AZuc
Alteryx Alumni (Retired)

Exactly!

André Zuccatti

Sales Engineer - LATAM -
Alteryx, Inc.


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