Geo Point Maps

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Overview

 

Geo Point maps allow you to visualize location-based data based on latitude and longitude coordinates.

 

Select from one of the three map types:

 

Geo Point - Adds callouts to the map based on location
Bubble Map - Similar to a Scatter Chart, this map adds bubbles to the map, reflecting both weight (in size) and color
Pie Map - Adds location-aware Pie Charts to the map

 

While Analytic Dashboard Designer uses a set of default maps, you can also load custom maps with a Shapefile (typically contains an .shp and .dbf).

 


 

Adding Data

 

Data fields are bound to Geo Point Maps by dragging them to the Data Items Pane. While each map type relies on different data items, they each utilize Latitude and Longitude.

 

Additionally, Hidden Data Items can be used for additional configurations, such as filtering, without displaying the field on the Dashboard Item.

 

Working with Data

 

Each Dashboard Item has different requirements for the data you add to it.

 

In addition to Latitude and Longitude coordinates, below is a list of each map type and the data they accept.

 

Each Data Item can be formatted by hovering over the item and clicking the down arrow.

 

Geo Point - Utilize a Value field in relation to the geographic points. For instance, sum of revenue per location.
Bubble Map - Use both Weight and Color to plot points on the map. Weight determine the size of the bubble and Color determine the color based on a color scale.
Pie Map - Using Pie Charts, Pie Maps display a value’s contribution to the whole. This is done through Values and Arguments. Values represent the measure used in determining pie segments (e.g. how the pie is divided). Arguments represent the Data Item for which the value is calculated (e.g. how the pie is labeled)

 

Consider the following examples:

 

Geo Point Map

 

Map Type

Latitude/Longitude

Value

Geo Point

Bound data items that contain coordinates for lat/long

Hours (Sum)

 

Callouts are added to the designated map for each data point

 

Bubble Map

 

Map Type

Latitude/Longitude

Weight

Color

Bubble Map

Bound data items that contain coordinates for lat/long

Direct Hours (Sum)

Employee Name

 

Bubble points are plotted on the map for each data point, colors are weighted based on the relative settings.

 

Pie Map

 

Map Type

Latitude/Longitude

Value

Argument

Pie Map

Bound data items that contain coordinates for lat/long

Hours (Sum)

Project

 

Pies are added to the map for each location representing the breakout of hours spent on each project in the area.

 

TIP: If you’ve added data but don’t see it reflected, click the Refresh button above the Field List in the Data Browser (left-hand pane of the designer).

 

Map Options

 

Bubble and Pie Maps allow for additional options for view each type.

 

Clustering

 

When displaying Geo Point Maps, there are instances where the number of plotted points (callouts, bubbles or pies) are close together and make it difficult to distinguish the individual points.

 

This can be avoided by grouping points near to each other using Enable Clustering, located on the Data Tab of the toolbar.

 

When enabled Geo Point callouts will be grouped into a single bubble. Bubble and Pie Maps will display grouped bubbles and pies respectively.

 

Bubble Maps

 

Bubble Maps allow you to configure the Color Palette and Scale (mentioned above).

 

To edit, click the options button next to the Color placeholder and configure the following options from the Color Scale Options dialogue.

 

Color Palette - Start and End Color used in associating color with points along the range (e.g. from dark to light). Defaults to Auto, but can be customized.
Scale Settings - Defines whether to use a Percent or Absolute scale for defining colors. Number of levels, which correlate to the number of colors used on the map, can also be customized.
Preview - Shows the proposed output of colors against the scale. To edit the Rage stop, check Allow Edit. Edits also allow you to append, delete, end edit and cancel edit.

 

Click Apply to preview the selected options on the map.

 

Pie Maps

 

Pie Maps allow you to build multiple map layers per dashboard item.

 

When filling the Map Values, you’ll notice a new set of empty placeholders appear. If applicable, drag and drop a new value or new set of comparisons (Delta) and the map will display a Value icon (stack seen in the upper-right hand corner of the dashboard item) which you can use to switch between maps.

 

Additionally, Pie Maps can be weighted to display in size relative to their summary values. To enable, click Weighted Pies, located on the Design Tab of the toolbar.

 


 

Formatting

 

Data added to Maps is automatically formatted based on the data type. That said, each Data Item can be formatted by hovering over the item and clicking the down arrow.

 

For instance, if using a percentage, you would likely need to change the format to type: Percent.

 

Numbers / Currency

 

To change the format for numbers or currency, hover over the data item in the Data Items pane and complete the following:

 

1.Click the Options button (down arrow)
2.Select Format…
3.Configure settings as appropriate (see below)
4.Click OK

 

Format Type - Defaults to Auto. Options include: General, Number, Currency, Scientific, Percent.
Unit - Unit to which values should be converted
Precision - Defines the decimals to display
Currency - Defaults to Dashboard global currency setting. Specific currency settings can be set here.
Culture - Defines the currency cultures for currencies with multiple cultures
Include group separator - Displays a comma between each numeric group (e.g. 1,000,000.00)

 

Date Values

 

Date Values have several display options, listed when clicking the Options button. To change display settings, hover over the data item in the Data Items pane and complete the following:

 

1.Click the Options button (down arrow)
2.Select the Date type (e.g. Year, Quarter, etc)
3.Optionally set the Format
oDefault
oFull (e.g. Month = October, etc.)
oAbbreviated (e.g. Month = Oct, etc.)
oNumeric (e.g. Month = 10, etc.)
oLong (e.g. Date-Hour = Saturday, October 15, 2016 10:57pm (en-US))
oShort (e.g. Date-Hour = 10/15/2016 10:57pm (en-US))
oTime Only (e.g. Date-Hour = 10:57pm (en-US))

 


 

Map Tools

 

Maps feature a specific set of design and data tools, available from the toolbar (some options are also available by right-clicking the chart).

 

All toolbar items feature tool tips which explain (in short) the core functionality of the toolbar option.

 

Data Tab

 

The Data Tab includes several options for data shaping.

 

Edit Filter - Use to add/edit filters on the grid based on displayed or Hidden Data Items.
Clear - Clears all filters
Single Master Filter - This sets the selected Dashboard Item (e.g. Maps, etc) as a Master Filter for all other dashboard items. Using a Single Master Filter you can only filter by one element in the selected item.
Multiple Master Filter - This sets the selected Dashboard Item (e.g. Maps, etc) as a Master Filter for all other dashboard items. Using a Multiple Master Filter you can filter by one or more elements in the selected item. Multiple items can be selected by using Ctrl+Click.
Cross Data-Source Filtering - Allows a Master Filter to affect data items displaying data from other data sources.
Ignore Master Filter - Dashboard Items can interact with other dashboard items marked as a Master Filter. Clicking Ignore Master Filter removes interactivity.
Enable Clustering - Groups nearby objects together on the map.

 

Design Tab

 

Cards allow the following design options.

 

Show Caption - Shows/Hides the caption (e.g. “Grid 1” displayed at the top left of the dashboard item).
Edit Names - Used to configure display name for the Dashboard Item
Load Map - Loads a map Shapefile. Using this option provides the Dashboard with a path to the Shapefile. This means if other users try to view the map and don’t have access to the location of the Shapefile, the map will not load.
Import Map - Imports a map Shapefile. Unlike the Load Map option, Import actually adds the map to the definition (XML) of the Dashboard.
Default Map - Sets the default map for the dashboard item
Lock Navigation - Locks the current scroll/zoom of the map in the viewer. Unclicked, the map can be navigated with scroll (click, hold and drag), zoom (double-click) and other navigational features.
Full Extent - Sets the map back to center
Shape Title - Settings used to define map titles (e.g. titles displayed inside map shapes)
Show Color Legend - Shows/Hides a color legend, displaying the range of colors with associated values.
Weighted Legend - Shows/Hides a weighted legend which displays bubble/pie sizes and associated values.
Global Colors - A global color scheme colors identical data items similarly across all dashboard items
Local Colors - A local color scheme sets colors for the selected data item only
Edit Colors - Edits the Global or Local Color Scheme