Categorical Mapping of Imported Data

You can create categorical maps to quickly differentiate between groups of customers. Themes are produced to shade your customer points based on a category within your customer file. You can choose to map your customers through one of the following options:

Categorical Mapping of Imported Point-level Data
Categorical Mapping of Summary-level Data

                                                                                                                                                                         

 Categorical Mapping of Imported Point-level Data

Inputs required:

1. Before mapping your customers, it is important to indicate your data type. During the import process, ensure that your data type is set to Categorical

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2. Click Next Step.

3. In the side panel, click Mapping > Customers.

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4. In Step 1 - Select and Area of Interest, click Select

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5. Select an area that you'd like to use by clicking the checkmark next to it. Ensure that the area you select contains enough customers to create a meaningful map. 

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6. Click Continue. The map will redraw around the selected area. 

7. In Step 2 - Select a Customer File, click Select.

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8. Expand the customer file and select the name of the category field you specified when you imported your customer file.

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Tip: Turn the filter switch ON to either use an existing customer file or create a new one. 

9. Click Continue

10. In Step 2 - Select a Customer File, make your selection.

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i.  Map Category is selected because the thematic map is based on a chosen category.

ii. Point map is selected because the imported points are used in the thematic map.

iii. The Scope refers to the extent of the map being created. If you wish to constrain your thematic to be within your area of interest, then you can choose Area(s) of Interest. If you wish to have the thematic map include values held in the entire country, then choose National. The color/colour theme will go beyond the area(s) of interest.

11. In Step 3 - Select a Geographic Level, the geographic level will already be selected.  

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12. Click Create Map.

The map will be drawn, shading your selected customers by category. 

13. In Step 4 - Advanced Options, change the range colors/colours and overlay options. 

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14. Click Create Map.

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 15. To change the output options, see Step 5 - Printing Option. Select an output format from the Format list and click Print Map

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16. Navigate to the Results page to download your map.

                                                                                                                                                                        

Categorical Mapping of Summary-Level Data

Inputs required:

  • An imported customer file with geographic codes and summarized data (please see Importing Customers for more information)
  • An area

Note: While geographic codes can represent any geographic level, the data in these files will only roll up to completely nested higher geographies. The entire geographic code needs to be in one single field, with the leading zero included (where applicable). Also, the codes need to be unique. If you include the same code multiple times, the data will not be aggregated automatically. 

1. In the Fields (optional) page, set any field(s) for importing by turning the switch ON.

2. Before mapping your customers, it is important to indicate your data type. During the import process, ensure that your data type is set to Categorical

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3. Click Next Step and continue until the import process is complete. 

4. In the side panel, click Mapping > Customers.

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5. In Step 1 - Select and Area of Interest, click Select

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6. Select an area that you'd like to use by clicking the checkmark next to it. Ensure that the area you select contains enough customers to create a meaningful map. 

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7. Click Continue. The map will redraw around the selected area. 

8. In Step 2 - Select a Customer File, click Select.

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9. Expand the customer file and select the name of the category field you specified when you imported your customer file.

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Tip: Turn the filter switch ON to either use an existing customer file or create a new one. 

10. Click Continue

11. In Step 2 - Select a Customer File, make your selection.

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i. Map Category is selected because the thematic map is based on a chosen category.

ii. Polygon map is selected because the map will be themed by the geographies’ polygons.

iii. The Scope refers to the extent of the map being created. If you wish to constrain your thematic to just be within your area of interest, then you can choose Area(s) of Interest. If you wish to have the thematic map include values held in the entire country, then choose National. The color/colour theme will go beyond the area(s) of interest.

12. In Step 3 - Select a Geographic Level, the geographic level will already be selected.  

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13. Click Create Map.

The map will be drawn, shading your selected customers by category. 

Note: The map may zoom to a level appropriate for the level of geography selected. This may cause your map to zoom to an area where there is no data and your map may appear blank. It may take some adjusting of the map view to see the data. 

14. In Step 4 - Advanced Options, change the range colors/colours and overlay options. 

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15. Click Create Map.

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 16. To change the output options, see Step 5 - Printing Option. Select an output format from the Format list and click Print Map

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17. Navigate to the Results page to download your map. 

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