Create new layer - To add your own data, Open or Create a new project and then choose Add Data, Create New Layer.
Choose which type of layer to create - Select Territories to use each of the rows in your data to build territories on the map.
Import your Data - To add multiple territories to the map, you can import data from an external source such as Microsoft Excel. Select Import Data to add your data to the map.
Choose the file that you want to display
In order to map territories automatically, your data needs to contain a set of unique geographical areas, or ‘building blocks’ (e.g. Postcodes) and include a column indicating which territory each ‘building-block’ belongs to. Each ‘building-block’ will be colour-coded based on which territory it belongs to.
Press Choose file and locate the file that contains the records that you would like to display as territories on the map.
Check that the Location Method is correct
The system will review the first 10 records in your file and select the first column in the data to use as the ‘building-blocks’ for the territories. It will also look for a column it can use to define the territories (e.g. Owner)
If the system finds these columns, it will show you the first 10 locations on the map and highlight the columns it is using in the Data View.
If the system cannot find a suitable column automatically, you will be re-directed to the Advanced Options for importing. In the Import Advanced Options, Location Settings section you can specify both the method used to map each building-block and the column that contains this information. In the Import Advanced Options section, you can also check that the correct ID Column has been selected correctly.
Once you are happy with the settings click the Import Data back arrow at the top of the panel to return to the preview screen.
Choose which geography (or boundary) you want to use to create your territories by selecting one from the dropdown list. This should match the data that you are importing.
Once you are happy with your settings press Confirm Selection to import the whole file.
Check how many of your records can be displayed
The Matched Records figure here shows how many of your records could be located on the map.
Any Records that could not be matched will have ‘Unmatched’ in the Location Match column in the Data View below. You will need to update the column in the import file and start the import process again if you wish to include the unmatched records.
Once you are happy with the Matching Results, press Create Layer and wait until the processing is complete. Your layer will then be created and ready for use.
Use an Existing Layer - To use an Existing Layer, Open or Create a new project and then choose Add Data and Use Existing Layer.
Add an Existing Layer
A list of all the available layers will be displayed. The layers are grouped into two sections. My Points (Map Pin layers) and My Boundaries (Catchment, Hot-Spot and Territory layers). Select the layer that you want to use by clicking on it. Your layer will then be added. You can add as many existing layers as you want to by clicking on the layer name and adding one layer at a time.
When you have added all the existing layers that you require, press the Project back arrow to return to the Project Editor.
Return to the project - All of the layers that you have added will now be included within the My Data section of the Project Editor panel. Note that any changes which are made to a layer will be saved after you have saved the project. If there are any other projects which contain this layer, then the changes will also appear in the layer of these projects too.
Create a new Territories layer - To create your own Territories, Open an existing project or Create a new project and then select Add Data, and choose Create New Layer.
Choose which type of layer to create - Select Territories to add Territories to the map.
Create Territories manually - To create your own Territories on the map choose Create Territories Manually.
Choose ‘building blocks’ to create your Territory - To create your own Territories on the map you need to choose a Geography. This is a boundary layer (such as Postcode Areas) that contains components or ‘building-blocks’ that can be used to create your Territories. To choose the required geography, select from the dropdown list and click Confirm.
Zoom into your Territory location - Select the Zoom In tool which can be found in the tool bar above the map, and then click and drag a box around the area where you would like to add a Territory.
Create your Territory
To create your Territory, click on the map. Then open the Design & Build section and select Size. There are 3 methods for adding / removing Territory ‘building-blocks’:
Single select tool allows you to add / remove one ‘building-block’ at a time. Click on the map to add each block.
Polygon select tool allows you to draw a shape on the map and add whichever ‘building-blocks’ fall within the shape. Click to draw a shape on the map – to close the shape, click on the first point.
Radius select tool allows you to draw a circle on the map and add whichever ‘building-blocks’ fall within the circle. Click and drag a circle on the map, and release the mouse to capture blocks within a radius.
Name your Territory - Under the Territory Name dropdown, type a name for your new Territory in the text box.
Add further Territories - Once you are happy with your first Territory, you can add additional Territories. Open the Select section, check that All is selected, and click Add. Click on the map at the required location to add your Territory.
TIP: Make sure that you select Save regularly to ensure any changes are saved.