• Logging In • Using Maptitude Online Maps • Creating a Map • Managing Users and Teams • Account Settings Maptitude Online

Maptitude Online is a stand-alone mapping application with a basic subset of the features of desktop Maptitude. Maptitude Online can be used to map and share data even without desktop Maptitude. When used with a desktop Maptitude license, any map can be uploaded and shared with people who don't have the software.

Logging In To Maptitude Online

1. In your web browser, enter https://online.caliper.com/account-id in the address bar where "account-id" is the Maptitude Online account for your organization (it is not a Maptitude desktop application serial number). If you don't know your organization account-id, please contact us at Saas_Support@caliper.com and provide us your organization name.
2. Enter your email address and password.
3. Click LOG IN.

Using Maptitude Online Maps

The Maps tab shows cards for all of the maps that are either owned by you or shared with you. Maptitude Online has tools for:

• Organizing maps
• Sharing maps with other users or as a public-facing URL
• Viewing maps
• Creating and modifying maps

Organizing Maptitude Online Maps

Filtering the Map Cards

1. Filter the maps as follows:

To do this...	Do this...
Search for a particular map	Type part of the map name in the Search box. Only cards for maps that contain the text you enter will be displayed.
View maps created by a particular author	Type part of the author's name in the Search box. Only cards for maps created by that author will be displayed.
View maps by date	Enter a year (e.g., 2020), a month/day (e.g., 10/31), or a complete date (e.g., 10/31/2020).
View maps created by you	Choose Owned by me from the Filter by list.
View maps shared with you	Choose Shared with me from the Filter by list.

Sorting the Map Cards

Sort the maps by date or name by choosing an option from the Sort by list.

Renaming a Map Card

1. Click ... on the map card and choose Rename.
2. Enter a name in the edit box and click Rename.

Sharing a Map with Other Subscriber

You can choose which subscribers to share a map with by searching for individual subscribers or by choosing subscribers from a team. If you share with a team then the subscribers currently in that team are listed. (Note: If a subscriber is added to a team after the map is shared, the map will not be shared with them. Dropping a subscriber from a team does not change the maps shared with them.)

To Share a Map with Other Subscribers

1. Click ... on the map card and choose Share.
2. Click the Share with Subscribers tab and make changes as follows:

   To do this...	Do this...
   Share with one or more subscribers	Search for a subscriber by name or email by typing a few characters in the search box and choosing a subscriber from the filtered list and use the search box to add any additional subscribers. You can remove a subscriber by clicking the X next to their name.
   Share with subscribers from a team	Choose a team from the list and click Add. You can exclude some of the members of the team by clicking the X next to their name.

3. Click +Add a message to add a description about the map that you are sharing.
4. Click Share.
5. Click Done when you are finished.

To Share a Map with a Public URL

Maptitude Online makes it easy to openly share your story maps, site locations, territories, or any other information that you have mapped. There is no need to log in to access and view them, you just need to have the URL.

1. Click ... on the map card and choose Share or open a map and click ... on the toolbar and choose Share.
2. Click the Share with a Public URL tab.
3. Click Share.
4. Copy the URL of the map for sharing.

You also have the option to display a custom title and logo image at the top of your publicly shared maps.

1. Click the User Options and Settings Menu (located at the top right-hand corner of the screen in a drop-down under your user name icon) and choose Settings.
2. Scroll down to the Publicly shared maps section.
3. Check the Use custom branding box.
4. Make changes as follows:

   Option	How to Use It
   Custom Site Title	Enter a title that you want to appear at the top of your shared map
   Custom Logo URL	Enter the URL for a logo that you want to appear at the top of your shared map
   Logo Settings	Choose whether to show the custom logo and title or just the logo
   Link the Logo	Enter a URL that should open if the logo is clicked

5. Click Save Changes.

TIP: Public maps can quickly be embedded within a webpage or blog using one line of simple HTML iframe code. You can ensure a perfect fit of the map within your page by changing the height and width values.

Deleting a Map

1. Click ... on the map card and choose Delete.
2. Click Delete to confirm.

Viewing Maptitude Online Maps

You open a Maptitude Online map by clicking on the map card.

When you open a map, it will contain the following components:

1	A Toolbar that contains tools for finding a location, creating a map from a spreadsheet, displaying reports, and managing the map.
2	A Legend that displays information about the map and lets you control what is displayed on the map, create themes on the map, and select and analyze features on the map.
3	A Pointer and Info tool
4	Drawing tools
5	Navigation tools for zooming in and out.
6	A tool to enter Full Screen mode (Press the Esc key to exit full screen mode).

Changing the Map Scale and Location

1. You can change the map scale, location, and bearing using the Navigation tools and Search tool as follows:

   To do this...	Do this...
   Zoom in	Click the + Navigation tool or scroll your mouse wheel away from you. If you are using a phone or tablet, double-tap or pinch-zoom-in.
   Zoom out	Click the – Navigation tool or scroll your mouse wheel toward you. If you are using a phone or tablet, pinch-zoom-out.
   Zoom to a location	Click Search on the Toolbar. Enter an address, city and state abbreviation, postal code, or state name or abbreviation and click Search. The map will zoom to the address, city, postal code, or state that you entered, display an icon at the location, and display the Info tab.
   Pan a map	Click and drag on the map. Release the mouse button to stop panning the map. If you are using a phone or tablet, touch and drag. NOTE: You cannot pan the map when the Selection tool is active nor when the Draw Circle tool is active.

Displaying the Legend and Controlling the Map Layers

1. If the legend is collapsed, click Legendto expand it. The Author tab shows information about the map.
2. Click the Layers tab.
3. Click + to expand portions of the legend. The layers in the map are listed and information about any themes is displayed.
   
   You can make changes to the map as follows:

   To do this...	Do this...
   Hide a layer, label, or theme	Uncheck the box next to the item you want to hide.
   Show a layer, label, or theme	Check the box next to the item you want to show.
   Change the map scale so that all features in a layer are visible	Click .
   Permanently remove a layer from the map	Click .
   Change the basemap background	From the drop-down list at the top of the Background section, choose USGS Aerial Imagery to display satellite imagery as the background or choose USA Basemap to display the standard map background. You can also choose to hide basemap layers by unchecking the boxes next to the respective layers.

4. Click if you want to collapse the legend and see more of the map.

Selecting Features with the Selection Tool

1. If the legend is collapsed, click Legendto expand it.
2. Click the Layers tab.
3. Click + to expand portions of the legend.
4. Choose one of the selection filters from the drop-down list. By default, the selection filters are named "Selection," "Selection 2," and "Selection 3." You can click in the drop-down list to change the default names.
5. Click and click on individual features on the map or click and drag over several features to select them. You can right-click on features to deselect them. The number of features selected are displayed in the drop-down list.
   
6. Make choices as follows:

   To do this...	Do this...
   View tabular data for the selected features	Click .
   Clear the selection	Click and click Clear in the Confirm dialog box.
   Build buffers around, find a weighted center, or create areas of influence around the selected features	Click to start Create-a-Map Wizard, choose a type of analysis and other settings, then click Next. Enter a map name and click Finish.
   Zoom the map to show all of the selected features	Click .

7. Click if you want to collapse the legend and see more of the map.
   

Managing a Map

1. You can rename, share, save an image of, or delete a map by clicking ... on the toolbar and making choices as follows:

   Choose this...	To do this...
   Rename	Display the rename dialog box where you can enter a new name and click Rename.
   Share	To share the map with other subscribers or teams. See steps 2-5 of Sharing a Map for more information. To share a map with a public URL, see Sharing Maps with a Public URL for more information.
   Export image	Download a PNG file format image of the map.
   Delete	To delete the map from Maptitude Online.

Using the Drawing Tools

You can use the drawing tools to add a line, circle, rectangle, or polygon to a map. When you draw features on a map they will be annotated with their dimensions. In addition, you can use the Info tool on circles, rectangles, or polygons that you draw to see the estimated demographics of the populations within those areas. See Displaying Information About Individual Features on a Map for more information on the Info tool.

1. Click on a drawing tool to activate it and use it as follows:

   Tool	How to use it
   Draw Line	Click where you want the line to start, single-click to add intermediate points, or double-click to end the line. As you move the cursor, the length of the line will be displayed.
   Draw Circle	Click and drag a circle. As you drag, the radius and area will be displayed. Alternatively, you can single-click on the map, enter a radius value, choose the units, and click OK.
   Draw Rectangle	Click at one corner of where the rectangle should start. As you drag, the dimensions and area will be displayed. Click again when the rectangle is the desired size.
   Draw Polygon	Click at one corner of where the polygon should start. As you drag, the dimensions of the polygon will be displayed. Click at additional locations and double-click to close the polygon.

2. To move a drawing item, click the Pointer tool to activate it, click an item to highlight it, and drag it to a new location. To remove a drawing item from the map, click the Pointer tool to activate it, click an item to highlight it, Shift-click on additional items to highlight them, and click .

Displaying Information About Individual Features on a Map

1. Click on the Info tool to activate it and then click on a feature on the map (or tap if you are using a phone or tablet) or on an area that you added with the drawing tools. The Info tab will display information for any features near where you clicked. If features are in more than one layer or demographic overlay, use the drop-down list to choose the layer or shape for which you want to see data.
   
2. Click if you want to download data for the features to an Excel file.
3. Click to remove the pin from the map and clear the Info tab.

Displaying Tabular Data for a Map Layer

1. Make sure the Select tool is inactive.
2. Click + next to the layer and click . Maptitude Online displays data for the chosen layer in a tabular dataview:
   
3. Make choices about how to display the data as follows:

   To do this...	Do this...
   Sort the records	Click a field heading to sort the records in increasing order based on the values for that field. Click the Field heading again to sort the records in decreasing order. An up or down arrow will display in the field heading indicating how the records are sorted.
   Change the visible fields	Click  to display the Column Chooser. Check the boxes next to the fields that you want visible and uncheck the box next to fields you want to hide. Click in the Column Chooser when you are done.
   Change the number of records on a page	Click 10, 20, 30, 40, or 50 on the lower left to display the respective number of rows.
   Jump to a different page	Click < or > or click one of the page links on the lower right.

4. To display a subset of the records you can filter fields based on values. There are two ways to filter a dataview:
   
   1) Click below the field that you want to filter, choose an operator, and enter a value. For example, click below the field SALES, choose Greater than or equal to, and type 2000 to limit the dataview to customers whose sales are at least $2,000.
   
   2) Click Filter by Query to display the Filter Builder.
   • Click +.
   • Click on the first drop-down and choose a field to use, click on the second drop-down and choose an operator, and enter a value. Click + and add any additional conditions or groups. For example, this filter:
     
     would limit the dataview to customers in NEEDHAM or NEEDHAM HEIGHTS whose sales are at least $2,000.
   • Click OK. The dataview will filter the records for those that meet the condition that you created.
   The Filter by Query button will be replaced with the filter condition:
   
   
   
   • Uncheck the box to display all features and check the box to display the filtered features.
   • Click Clear to delete the filter. or click Show on Map to show the selected features highlighted on a map.
   • Click to download the features to an Excel file.
   • Click Save Filter to Set and choose a set to save the filtered records to from the drop-down list. By default, the selection filters are named "Selection," "Selection 2," and "Selection 3." You can click in the drop-down list to change the default names. Click OK. Maptitude Online changes to the map view zoomed to show the filtered feature set.

Displaying Reports

If any PDF reports were uploaded with the map, the Reports menu will be enabled.

1. Click Reports and choose a report from the menu. A PDF viewer displays the report.
2. Scroll through the report or use the download or print buttons. Close the PDF viewer when you are done.

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Creating and Modifying Maptitude Online Maps

You can use data stored in Excel or CSV files to create a new map or to add to an open a map. Use the Create Map tab to create a new map using your data or you can add data to an open map by clicking Add Spreadsheet on the map toolbar.

You can also perform analysis on or add themes to point layers in an open map.

Creating a New Map

1. Click the Create Map tab.
2. Click Browse and choose an Excel or CSV file that contains the data to be mapped or enter address information and/or longitude and latitude information in the spreadsheet and add any additional fields of data.
3. If you uploaded an Excel file that contains more than one worksheet, choose the sheet that contains the data to be mapped.
4. Click Next and follow the Create-a-Map Wizard prompts to specify the type of map, theme, analysis, and to name the map.
5. Click Finish.

Maptitude Online creates the map, switches to the Maps tab, and adds the map as a new card that you can now view.

Adding Data to an Existing Map

1. Open a map and click Add Spreadsheet to add your data as a layer in an existing map.
2. Click Browse and choose an Excel or CSV file that contains the data to be mapped, or enter address information and/or longitude and latitude information in the spreadsheet and add any additional fields of data. (You can click Return to Map to cancel and start over.)
3. If you uploaded an Excel file that contains more than one worksheet, choose the sheet that contains the data to be mapped.
4. Click Next and follow the Create-a-Map Wizard prompts to specify the type of map, theme, analysis, and to name the map.
5. Click Finish.

Maptitude Online adds the data to the existing map and switches back to the map view.

Modifying a Map

If your map contains a geocoded layer of point features, you can add or change a theme or perform additional analysis on the layer.

1. Click the + next to the point layer you want to modify.
2. Modify your map as follows:

   To do this...	Do this...
   Build buffers around all of the features	Click the Add Analysis button, choose Buffers from the radio list, specify the buffer sizes and units, choose whether to calculate a population overlay for the buffers, and click Finish.
   Build areas of influence around all of the features	Click the Add Analysis button, choose Areas of Influence from the radio list, choose whether to calculate a population overlay for the areas, and click Finish.
   Find the weighted center of all of the features	Click the Add Analysis button, choose Weighted Center from the radio list, choose a weighting field from the list, and click Finish.
   Add a color theme	Click the Add Theme button, choose Color Theme from the radio list, choose the field on which to base the theme, and click Finish.
   Add a size theme	Click the Add Theme button, choose Size Theme from the radio list, choose the field on which to base the theme, and click Finish.
   Add a pie chart theme	Click the Add Theme button, choose Chart Theme from the radio list, choose one or more fields on which to base the theme, and click Finish.
   Add a symbol theme	Click the Add Theme button, choose Symbol Theme from the radio list, choose the field on which to base the theme, and click Finish.
   Add a cluster theme	Click the Add Theme button, choose Cluster Theme from the radio list and click Finish.
   Add a heat map theme	Click the Add Theme button, choose Heat Map Theme from the radio list and click Finish.
   Modify a color theme	Click  in the Theme drop-down list to remove the theme or click to edit the theme. Choose a color palette, number of classes, method for defining the classes, and click Finish.
   Modify a size theme	Click  in the Theme drop-down list to remove the theme or click to edit the theme. Choose whether to use the default color or a custom color, choose whether to use the automatic sizes or specific sizes (in pixels) for specific low and high values, and click Finish.
   Modify a pie chart theme	Click  in the Theme drop-down list to remove the theme or click to edit the theme. Choose a chart type, choose the colors for each chart value, choose whether to use the automatic sizes or specific sizes (in pixels) for specific low and high values, and click Finish.
   Modify a symbol theme	Click  in the Theme drop-down list to remove the theme or click to edit the theme. Choose whether to use the default color or a custom color, choose symbols for specific values, and click Finish.

If you chose an analysis option, Maptitude Online adds the chosen layer to your map. If you chose a theme option, Maptitude Online adds or updates the chosen theme to the point layer in the map.

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Managing Users and Teams

There are two levels of Maptitude Online users: Basic users and Administrative users. Administrative users have the ability to add and remove users and create and manage teams. Basic users can see to which teams they belong and what other users are part of that team.

Managing Users (Administrative Users Only)

Administrative users can add and manage user accounts. You add and manage users by choosing Users from the Options and Settings Menu.

To Add Users

1. Choose Users from the Options and Settings Menu (located at the top right-hand corner of the screen in a drop-down under your user name icon).
2. Click + New User to display the Add User dialog box.
3. Enter a user name in the Name box.
4. Enter the user's email address in the Email box.
5. Click Create.

To Manage Users

1. Choose Users from the Options and Settings Menu (located at the top right-hand corner of the screen in a drop-down under your user name icon).
2. Click the user's name or click Edit.
3. Make changes to the user as follows:
   

   To do this...	Do this...
   Rename the user	Edit the name in the Name box.
   Block a user	Check the Is Blocked box.
   Unblock a user	Remove the check from the Is Blocked box.
   Make a basic user an administrator	Check the Is Administrator box.
   Make an administrator a basic user	Remove the check from the Is Administrator box.
   Send a reset password email	Click the Send password reset email link

4. Click Update this user.

Managing Teams

Basic users can see the teams to which they belong by choosing Users from the Options and Settings Menu (located at the top right-hand corner of the screen in a drop-down under your user name icon). Click a team name to see all of the members of that team.

In addition, Administrative users can use the Teams tab to create and manage teams.

To Add New Teams

1. Choose Teams from the Options and Settings Menu (located at the top right-hand corner of the screen in a drop-down under your user name icon).
2. Click New Team.
   
3. Enter a name for the new team in the Team name box. You also have the option to click Add a description and enter a description of the team in the Team Description box.
4. Click Add members and then click next to each user to include in the team.
5. Click Create this team.

To Manage Teams

1. Click Edit next to the team that you want to modify.
2. If you chose to edit the team, make changes as follows:

   To do this...	Do this...
   Change the name or description	Edit the text in the name and/or description boxes
   Remove a user	Click the name of the user you want to remove from the team or click Add members and uncheck the users you want to remove
   Add a user	Click Add members and then click next to each user to add to the team

3.  Click Update this team.

To Delete a Team

1. Click Delete next to the team that you want to delete.
2. Click Yes to confirm.

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Account Settings

Administrative users can choose Settings from the Options and Settings Menu (located at the top right-hand corner of the screen in a drop-down under your user name icon) to see account details including subscription and billing details and account limits. You can also toggle email notifications off and on, edit your name and password, and see your serial number and login email.

In addition, the Options and Settings menu contains the following items:

Menu	What it does...
Terms of Service	Displays Maptitude Online terms of service
Copyright	Displays Maptitude Online copyright information
Log out	Ends your Maptitude Online session

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