Working with Locations

Any imported locations can be viewed both at the level of the entire file on what is known as the Location Files page, or each individual location on a page known as the File Details page.

  • In the Location Files page you can download, share or delete your file
  • In the File Details page you can add and remove locations, edit existing locations, and create location queries and filters

Please see the following video (11:38 mins) for an overview. 


Required Inputs:

To access the Location Files page, click My Data > Locations in the side panel.

Select Locations from My Data drop-down

The Location Files page will open. Here you can see a list of any location files that have been previously imported. The list also includes details such as the number of records, the date when the file was imported and the user who imported it. For more information, please see Importing Locations (opens in new tab).


Managing Locations

A number of options can be found by clicking the gear icon gear icon at the top of the Location File page.

Location file options

Download: download the location file (includes all individual locations in the location file)
Share: share the location file to other accounts within your workgroup (workgroups allow for you to easily share their assets with others)
Make Global: share the location file amongst all your workspaces
Make Local: stop sharing the location file to all your workspaces
Delete Selected: delete the selected location file
Delete All: delete all the location files

Additionally, if you click the gear icon gear icon on the right side of the file list, you can rename the file.

Selecting a location file will lead to the File Details page.

  1. Within the File Details page, you can:

    • Create trade areas around locations
    • Edit existing location attributes
    • Add new location records
    • Delete location records
    • Create filters 

    In the File Details page, a number of options can be found by clicking the gear icon gear icon at the top of the page.

    File details options

    Select Filters - Select a previously created and saved filter query
    Create Areas - Create areas around the locations (for more information, please see Creating Areas Around Locations (opens in new tab))
    Delete Selected - Delete selected location(s)

  2. Add a location by selecting Add location button.

    A new row will be added.

    New row added

  3. Add information for each field, where required.

    Fill in fields in new row

    Locations must be added using the same format as the initial location import. For example, you will need to enter a full address if you imported the locations using Geocode Address. Similarly, you will need to enter both latitude and longitude if you imported locations using coordinates.

    Once you are finished, click Save (found at the end of the row). Alternatively, you can click the 'x' if you wish to undo your additions.

    Save button


Filtering & Querying Locations

Individual locations within a file can be easily filtered and queried. If you wanted to work only with locations in a specific city, or locations that fit a specific category, there is an easy way to do so. 

The following are the primary functions and applications for filters and queries:

The above functions are defined below.

Within the locations page, you can quickly filter locations using the search bar.

Search bar

Tip: Your search term will search through all fields of the location file. 

Advanced Queries Using Specific Data Types

Advanced queries are available to filter based on values in one specific column of your locations. Additionally, you can save these queries for future use.

Note: In order to create a query on a non-standard column (i.e., a column that is not either address information or coordinates, or the name), you will need to have included that column as an additional field when you originally imported the location file. The querying options that are available will be dependent on the data type you assigned to the column of data when importing.

Query Categorical Data

  1. To filter a categorical field, select the filter icon filter icon which will then prompt the following filter dialog box. 

    Filters box

  2. Select the value you wish to filter by selecting or deselecting any of the check-boxes.

    Select filters

  3. Click OK. The list is filtered and the query is added to the Results Query box.

    Result query box

    Note: To clear a filter, click Clear under the Result Query box OR click the filter icon filter icon and then click Clear Filter.

Query Numerical Data

Locations can be filtered using numerical data fields. Some examples of numerical data include:

  • Sales
  • Spatial size
  • Number of employees
  1. Within the File Details page, select the filter icon filter icon in the column you wish to filter. The following filter dialog box will appear.

    Filters box

  2. Hover over the Number Filters to view the available operators. 

    Available operators

  3. The different operators are defined below. Selecting any of the operators will open the Custom Filter dialog box and pre-populates the column name and the first menu item. 

    Operator Definitions
    Operator Description
    Equal Filter everything that matches the exact value
    Not Equal Filter everything but the exact value
    Less Than Filter everything smaller than the value
    Less Than or Equal Filter everything smaller than or the same as the value
    Greater Than Filter everything larger than the value
    Greater Than or Equal Filter everything larger than or the same as the value
    Between Filter based on everything between two values
    Custom Filter Expanded options, including adding a second filter statement

     

    For example:

    Custom filter defined

  4. Enter a value. If necessary, you can add a second condition to your filter. Choose either the AND or OR options. 

    AND: Both statements must be true

    OR: One statement or the other must be true

  5. Enter a value and click OK when complete. The rows are filtered and the query statement is added to the Result Query box.

    Result query box

    Query Text Data

    Locations can be filtered using text data fields. Some examples of text data include:

    • Name
    • Category
    • City
  1. Within the File Details page, select the filter icon filter icon in the column you wish to filter. The following filter dialog box will appear.

    Filters box

  2. Hover over Text Filters to see the available operators. 

    Available operators

  3. The different operators are defined below. Selecting any of the operators will open the Custom Filter dialog box and pre-populates the column name and the first menu item. 

    Operator Definitions
    Operator Description
    Equal Filter everything that matches the exact value
    Not Equal Filter everything but the exact value
    Starts With Filter everything that starts with a specific string of text
    Ends With Filter everything that ends with a specific string of text
    Contains Filter everything that contains a specific string of text
    Custom Filter Expanded options, including adding a second filter statement

     

    For example:

    Custom filter defined

  4. Use AND or OR operators if necessary. 

    AND: Both statements must be true

    OR: One statement or the other must be true

  5. Click OK when complete. The rows are filtered and the query statement is added to the Result Query box (below).

    Result query box

Query Date Data

Locations can be filtered using date format fields. Some examples of date data include:

  • Store open/close date
  • Lease start/end date

Note: Ensure that the appropriate date fields are turned ON when importing the location file. Date data must be formatted as YYYY-MM-DD. Date data that is imported incorrectly, cannot be filtered.

For example:

Date open toggle

  1. Within the File Details page, select the filter icon filter icon in the column you wish to filter. The following filter dialog box will appear.

    Filters box

  2. Hover over the Date Filters to view the available operators. 

    Available operators

  3. The different operators are defined below. Selecting any of the operators will open the Custom Filter dialog box and pre-populates the column name and the first menu item. 

    Operator Definitions
    Operator Description
    Equal Filter everything that matches the exact value (date)
    Not Equal Filter everything but the exact value (date)
    Less Than Filter everything that is earlier than the value (date) specified
    Less Than Or Equal Filter everything that matches the exact value (date) or earlier
    Greater Than Filter everything that is later than the value (date) specified
    Greater Than Or Equal Filter everything that matches the exact value (date) or later
    Between Filter everything that is between the value (date) range
    Custom Filter Expanded options, including adding a second filter statement

    For example:

    Custom filter defined

    Use AND or OR operators if necessary. 

    AND: Both statements must be true

    OR: One statement or the other must be true

  4. Click OK when complete. The rows are filtered and the query statement is added to the Result Query box (below).

    Result query box


Saving Queries

  1. Once a filter has been applied, you can save it within the Result Query box by clicking Save.

  2. Enter a name for the filter and specify whether to make it available in all workspaces. Once complete, click Create.

  3. To use a saved filter, select the gear icon gear icon at the top of the page and choose Select Filter. Select the required filter from the list by clicking the check mark next to it. 

    Select filter

    After clicking Done, the filter is applied and all filtered records are selected.