Territories Guide - Style

 

Changing the name of a Territories layer 

 

Video Guide

Step One

Style a Territories layer - To style your own data, select Open an existing project and then My Data, before clicking on the layer you wish to style. 

Step Two

Select the layer name panel - Within the layer editor panel select Layer Name and click with you mouse to expand the panel. 

Step Three

Change the layer name - To change the layer name type an appropriate name for the layer into the Name text box. A tip is to ensure it is short, unique to the layer and descriptive. You are now ready to use the layer. 

Changing the name of a Territory 

 

Video Guide

Step One

Edit a Territories layer

To change your own data, Open an existing project and then select My Data.       

So that you will be able to see the change in your Territory name on the map, it is a good idea to make sure that the labels are switched on for your layer. To switch on the labels click on the label icon next to your layer name so that the icon is shaded black. To open the layer click on the layer name.       

Step Two

Select Territory to update - To change the name (or unique identifier) of a Territory, you need to firstly select the Territory. To select your Territory, open the Select section and click on the button next to Terr, then start to type in the name of your Territory into the text box, you will see a dropdown list of Territory names. When you can see your Territory, click on it to select it. 

Step Three

Change the Territory name - To change the Territory name, open the Territory Name section and type a new name in the text box. The map will automatically update to reflect the change. If your Territories are coloured based on the Territory name, the colours may also change, due to the colours being assigned in alphabetical order.

Step Four

Save your project - To save the change made to your layer, click on the Save button. This will save the changes to the layer and any other changes made to the project. 

Changing the colour of Territories 

 

Video Guide

Step One

Style a Territories layer - To style your own data, Open an existing project and then select My Data, click on the Territories layer you wish to style. 

Step Two

Select the colour panel - Within the layer editor panel, select Design and Build, from here you can control how the Territories are displayed. Expand the Colour section. To automatically apply a different colour to each territory, make sure that the Data Based Styling box is ticked, and that ID is selected in the dropdown list (note that this option is only available when you have all territories selected). Alternatively you can choose a different column to classify your Territories on.  

Step Three

Use Advanced Options to change colour - You can make changes to the way your Territories are coloured through Advanced Options. To change the colour of a Territory, click on the colour box next to the Territory name that you wish to change, and the colour palette will be displayed. Click on the required colour to select it. The map will update automatically. Click on the Layer back arrow to return to the colour panel. 

Step Four

Use Advanced Options to change number values

Alternatively, if the data column you chose to base your Territories on was a numeric variable such as total sales, then you can change the Number of Classes by entering a new value in the box and the Classification Method by selecting a method from the dropdown list. The classification methods available are:      

Equal Value Ranges - The data will be grouped into your chosen number of categories; each with the same sized range values. Equal Value range maps are easy to interpret and are good for visualising uniform distribution and continuous data. It is not an appropriate classification method where the data is clustered around only a few values.     

Equal Class Counts - You can evenly distribute your data into a chosen number of categories; each will contain an equal number of records. However data with similar values may end up in different categories.      

Custom Ranges - You will be able to set the range values of each class. This can be useful if you wish to round numbers e.g. 5000 – 10,000 or map the data according to specific KPIs.      

You can also change the colour of individual classes by clicking on the colour box next to a class and selecting a new colour. Press the Layer back arrow to return to the layer editor once you are happy with your settings. 

Step Five

Change the fill transparency - You can change the level of transparency of your Territories by clicking and dragging the bar underneath Fill Transparency. If you want your Territories to be very transparent so that you can see features underneath the Territories drag the bar towards the High end of the bar. To make your Territories more opaque, drag the bar towards the Low end. 

Step Six

Change the border colour - You can change the colour of the border of your Territories by clicking in the coloured box next to Border and selecting the required colour from the palette. 

Step Seven

Change the border transparency

You can change the transparency of the border colour of your Territories in the same way as the Fill colour, by clicking and dragging the bar underneath Border Transparency. If you want your Territory borders to be very transparent so that you can see features underneath, drag the bar towards the High end of the bar. To make your Territory borders more opaque drag the bar towards the Low end.      

TIP: Make sure that you select Save regularly to ensure any changes are saved.  

Changing the label of Territories 

 

Video Guide

Step One

Switch on Territory layer labels - To switch on your Territory layer labels, Open an existing project and then select My Data, click on the label icon which can be found to the left of your Territory layer name. The Territory labels will then be displayed. 

Step Two

Style a Territory layer - To style your layer, open the layer editor by clicking on the name of the Territory layer that you want to change.

Step Three

Select the label panel - Within the layer editor panel select Design and Build, from here you can control how the Territories are displayed, expand the Label selection panel.       

Step Four

Change the label and font - To change the label to another column from your data, select the required column from the Label dropdown list. To change the font select the required font from the Font dropdown list. 

Step Five

Change the label colour and size - You can change the colour of the label by clicking in the coloured box next to Foreground and selecting a colour from the palette. To change the size of the labels, click and drag the Size bar until it shows the required size or type in a size in the number box. 

Step Six

Use advanced options to change labels - You can make changes to the way in which the labels are displayed through Advanced Options. To change the position of the label select one of the options in the Position dropdown box. There are several other options for styling your label which can be ticked or unticked as required. 

Step Seven

Add additional labels - You can add additional labels by opening the Additional Labels section and selecting a data column from the dropdown list. The additional labels will appear on the map automatically. To add further additional labels, press the + button. 

Changing the visibility level of Territories 

 

Video Guide

Step One

Style a Territories layer - To style your own data, Open an existing project and then select My Data, click on the Territory layer you wish to style. 

Step Two

Select Territories to update - In the Select section of the panel, you can control whether to update all Territories in the layer or just a single Territory. To update all Territories, make sure that the All button is selected. To select an individual Territory, click on the Terr button, then start to type the Territory Identifier in the text box and select the required Territory from the drop down list. 

Step Three

Select the visibility panel - Within the layer editor panel select Design and Build, from here you can control how the Territories are displayed. Expand the Visibility section to control the zoom level at which your Territories are displayed.

Step Four

Select visibility level

Initially all layers are set to the visibility level World which means that the Territories in your layer will be visible regardless of the zoom level. To change the maximum visibility level click and drag the slider or type a value between 1 and 20 in the number box. A value of 20 means that the selected Territories will be visible at all levels and a value of 1 means that the selected Territories will only be displayed at very zoomed in levels.      

After changing the visibility level you may find that your Territories are no longer visible on the map. To display your Territories again, you will need to click on the Zoom tool which can be found above the map and zoom into the level that you have setup for your layer.