Custom Map Regions

Custom Map Regions


Hi, my name is Gary Gibb. And I’m going to show
you how to create custom charts with regions
that match your company data. This is really important when
your sales regions are not on single state
boundaries, and you want to visualize your
regional performance on a map. Here let me walk you
through an example. To create a custom region map,
I start by going to custom maps in the admin section of my site. So I first come here
and I click on admin. Then I come to company
settings, custom charts, and it shows all the
existing custom charts. And I want to pick
add a new chart. Now I can upload
a new chart, or I can create regions or groupings
within an existing chart. In this case, I’m going
to create a region out of the United States map. I click on United
States, click next. Now I pick the
DataSet that includes states and some kind of
aggregation level above that. So I pick my marketing and
sales DataSet and select it. And then when I come in
here, now for a region I want to specify whatever
grouping that I use here. So in this case, I actually
have it called segment. So my segment contains
multiple states. So I hit segment, and
then my sub region, I pick state, which
is the map of states. So now I hit next,
and it comes up and shows me a preview of
exactly the data that I have. So now I come in, I say,
yes, that’s what I want, but I want to pick no lines
separating the sub regions and hit next. Let’s go in here and say
United States regions. So it will be at
the top of the list. I’ll go ahead and hit
save, and come back. And let’s show you how
to use this new map. So now I come in here,
and I have my state map. I’m going to edit this
inside of the analyzer. And if I come over here,
and I look at chart types, under custom charts, there’s
a new listing of this United States regions map. So as I select this, now
this chart type comes up, so I come over here, and
I look for my segment, and drag it in here
for a name, and then I have my sum of revenue. Now, I’ve implemented
and used my new custom map that shows my data
based on my regions. I hope you find
this new custom maps grouping or regional
creation useful and allow you to create
your custom maps that match your company’s data. Thanks.

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