Creating Territory Layers

A territory is an area that is made up of several smaller areas, all joined together. For example, sales territories or market areas might be made up of groups of ZIP Code areas, counties, or states.

You can choose the areas that make up your territories in one of two ways:

• Interactively by clicking on the areas that you want to include in each individual territory
• From a territory table that contains a field of names or identifiers for the areas (e.g., postal code, state name/abbreviation) and a field of names or identifiers for the territories to which the areas belong (e.g., sales representative name, territory name/code).

The territories are stored in a territory layer in the map, and are created from the chosen geographic layer, such as postal codes, counties, or states. It is best to start with the smallest geographical areas that will be represented within your territories. For instance, if some of your territories are built from ZIP Codes and some are built from counties, then choose ZIP Codes as the geographic layer. You can either create a territory layer when you create a new map or you can add a territory layer to an open map.

You can choose one or more fields to track from the base layer. Mapti­tude will sum these fields for each territory.  and show you the numerical and percent deviations from the balancing values, so you can adjust your territories to be more balanced.

To Create a Territory Layer Interactively in a New Map

1. Click Create Map.
2. Choose Territories (interactively from areas in a map), and click Next to display the Territory Settings tab.
3. Enter a name for the territory layer in the Layer Name box.
4. Enter a prefix for territory names in the Territory Prefix box. For example, enter "District"  to name your territories "District 1, District 2, District 3, etc." as they are added.
5. Choose the area layer on which to base the territories from the Geography Layer drop-down list.
6. Click Next to display the Choose Fields tab.
7. Check the box next to the fields you want to track. You can filter the list by category from drop-down list or by typing a few characters into the Filter box.
8. Click Next to display the Add Balancing Values tab.
9. Enter a target balancing value for any of the fields that you chose to track.
10. Click Next to display the Zoom To tab.
11. Enter a city, state, or ZIP Code and click Next to display the Map Name tab.
12. Enter a name for the new map and click Finish.
13. Click the card for the new  territory map to open it and create and modify territories as described below in Using the Territory Manager.

To Add an Interactive Territory Layer to an Open Map

1. Open a map and choose on the Sidebar.
2. Choose Territories (interactively from areas in a map), and click Next to display the Territory Settings tab.
3. Enter a name for the territory layer in the Layer Name box.
4. Enter a prefix for territory names in the Territory Prefix box. For example, enter "District"  to name your territories "District 1, District 2, District 3, etc." as they are added.
5. Choose the area layer on which to base the territories from the Geography Layer drop-down list.
6. Click Next to display the Choose Fields tab.
7. Check the box next to the fields you want to track. You can filter the list by category from drop-down list or by typing a few characters into the Filter box.
8. Click Next to display the Add Balancing Values tab.
9. Enter a target balancing value for any of the fields that you chose to track.
10. Click Finish to add an empty territory layer to the map and use the Territory Manager to create and modify territories as described below in Using the Territory Manager.

To Create a Territory Layer from a Table

1. Click Create Map.
2. Choose Territories (from my territory table).
3. Drag an Excel or CSV file to the Drop file or click here to upload box or click the click here link and choose an Excel or CSV file that contains the data to be mapped. Alternatively, you can manually enter field names in the first row of the spreadsheet and territory assignments in the subsequent fields.
4. If you uploaded an Excel file that contains more than one worksheet, choose the sheet that contains the data to be mapped.
5. Click Next to display the Territory Settings tab.
6. Enter a name for the territory layer in the Layer Name box.
7. In the Map Settings section, choose the base area layer that corresponds with the data in your table from the Geography Layer drop-down and choose the field with the names or codes of the features from the Geography Field drop-down.
8. In the Territory Table Settings section, use the Geography Field drop-down to choose the field that contains the names or codes that correspond to the values in the geography layer and choose the field that contains the territory assignments from the Territory Field drop-down.
9. Click Next to display the Choose Fields tab.
10. Check the box next to the fields you want to track. You can filter the list by category from drop-down list or by typing a few characters into the Filter box.
11. Click Next to display the Add Balancing Values tab.
12. Enter a target balancing value for any of the fields that you chose to track.
13. Click Next to display the Zoom To tab.
14. Enter a city, state, or ZIP Code or leave it blank to zoom to the entire extent of the territories.
15. Click Next to display the Map Name tab.
16. Enter a name for the new map and click Finish.
17. Click the card for the new  territory map to open it.

Maptitude Online displays a map of the territories. Use the Territory Manager to learn more about or modify the territories as described below in Using the Territory Manager.

To Add a Territory Layer to an Open Map from a Table

1. Open a map and choose Add Data on the Sidebar.
2. Choose Territories (from my territory table).
3. Drag an Excel or CSV file to the Drop file or click here to upload box or click the click here link and choose an Excel or CSV file that contains the data to be mapped. Alternatively, you can manually enter field names in the first row of the spreadsheet and territory assignments in the subsequent fields.
4. If you uploaded an Excel file that contains more than one worksheet, choose the sheet that contains the data to be mapped.
5. Click Next to display the Territory Settings tab.
6. Enter a name for the territory layer in the Layer Name box.
7. In the Map Settings section, choose the base area layer that corresponds with the data in your table from the Geography Layer drop-down and choose the field with the names or codes of the features from the Geography Field drop-down.
8. In the Territory Table Settings section, use the Geography Field drop-down to choose the field that contains the names or codes that correspond to the values in the geography layer and choose the field that contains the territory assignments from the Territory Field drop-down.
9. Click Next to display the Choose Fields tab.
10. Check the box next to the fields you want to track. You can filter the list by category from drop-down list or by typing a few characters into the Filter box.
11. Click Next to display the Add Balancing Values tab.
12. Enter a target balancing value for any of the fields that you chose to track.
13. Click Finish.

Maptitude Online adds a territory layer to the map based on the table that you chose. Use the Territory Manager to modify territories as described below in Using the Territory Manager.

Using the Territory Manager

Once your map has a territory layer, you can use the Terri­tory Manager to choose or modify an existing territory or to create a new territory.

Maptitude Online maps can have more than one territory layer in them. The Territory Manager works with one territory layer at a time. If more than one layer is in a map, Maptitude Online will prompt you to choose which territory layer to use with the Territory Manager.

To Display the Territory Manager

1. Choose Territories on the Sidebar.
   
   Or
   
   Choose Layers on the Sidebar, click + to expand the territory layer, and click .

To Create a New Territory Interactively on a Map

1. Choose + Add New Territory from the Editing drop-down in the Territory Manager to create a new territory.
2. Choose how to select the map features from the Select drop-down list as follows:

   Choose...	To do this...
   Empty Areas	To choose from map features that are unassigned to any territories.
   Any area & prevent overlapping territories	To choose from any map feature, and if already assigned to a territory, remove it from the other territory.
   Any area & allow overlapping territories	To choose from any map feature, and if already assigned to a territory, assign it to an additional territory.

3. Use one of the tools to choose the areas to add to the territory:

   Choose...	To do this...
   Brush tool	Use the brush tool to click and drag over some features in the base layer. You can adjust the width of the brush using the Brush Size slider. The wider the brush, the more features that will be chosen as you brush over them.
   Lasso tool	Use the lasso tool to draw a shape around the features in the base layer and double-click to close the shape. Any feature at least partially within the shape will be chosen.
   Circle tool	Click and drag a circle around features in the base layer. Any feature at least partially within the circle will be chosen.
   Rectangle  tool	Click at one corner of where the rectangle should start. As you drag, a rectangle will be displayed. Click again when the rectangle is the desired size. Any feature at least partially within the rectangle will be chosen.

The Values tab will show you the total value for any tracking field that you chose when you created the territory layer. The Changes tab will show you the changes for all tracked fields of any territory effected by the features that you highlight.


For example, by highlighting the shaded ZIP Codes, the total population for this territory would be 254,009, just over the specified balancing value for population.

4. If you want to remove some of the highlighted features, click the Erase tool to activate it and click on one or more highlighted features.
5. When you are satisfied with the territory, click to save the changes or click to cancel and start over.
6. Return to step 1 to add additional territories.

To Modify a Territory Interactively on a Map

1. Expand the Editing drop-down list and choose a territory to modify or choose Pick Territory on Map and use the Dropper tool to click on the territory you want to modify.
2. Make changes as follows:

   To do this...	Do this...
   To add more areas to the territory	Use the Brush tool, Lasso tool, Circle tool, or Rectangle  tool to highlight more area features. Features that will be added are shown with a green boundary. Click to save the changes.
   To automatically assign unassigned holes	When you build territories from a table there may be holes in territories because the underlying area feature was not in the table. Similarly, you may inadvertently omit some areas when creating territories interactively with the territory selection tools. You can have Maptitude Online examine unassigned features and automatically assign them to territories provided that they are completely surrounded by a single territory. Click the Fill tool to assign those features to the chosen territory. Click to save the changes.
   To remove areas from the territory	Use the Erase tool to highlight features within the territory to remove. Features that will be removed are shown with a red boundary. Click to save the changes. Note: You can choose All Territories from the Editing drop-down once the Eraser tool is activated if you want to remove areas from several territories at the same time.

To Change the Name or Color of a Territory

1. Expand the Editing drop-down and click next to the territory you want to modify.
2. Make changes as follows:

   To do this...	Do this...
   Change the territory name	Edit the name in the Label box.
   Change the color to a specific value	Edit the hex value in the Color box.
   Change the color using the color picker	Expand the Color drop-down and click on a color or use the palette to choose a hue and brightness.

3. Click OK when you are done.

Maptitude Online updates the territory and labels it with the new name and/or displays it with the new color.

To Find a Territory on the Map

1. Expand the Editing drop-down list and choose a territory or choose Pick Territory on Map and use the Dropper tool to click on the territory to which you want to zoom.
2. Click .

Maptitude Online displays the map zoomed in on the chosen territory.

To Change the Balancing Values

1. Click the Balancing Values tab in the Territory Manager.
2. Enter new values or use the spinners to change the balancing values for one or more fields.
3. Click Save Balancing Values.

Maptitude Online updates the balancing values for the chosen fields(s). Click the Values tab to see how the territories relate to the updated balancing value(s).

To Export the Territory Assignments to Excel

1. Choose Layers on the sidebar.
2. Click + to expand the territory layer portion of the legend.
3. Click .

Maptitude Online creates an Excel file containing the territory assignments and downloads it to your computer.

To Delete a Territory

1. Expand the Editing drop-down and click next to the territory you want to delete.
2. Click Delete to confirm.