Sometimes users who are new to Map Business Online find it easy to create a map and build a territory, but then they have trouble finding the editing tools. Users come to Map Business Online business mapping software from MapPoint, Maptitude, eSpatial, and sometimes no map experience at all. Every software system has its process for editing. So, where are the Editing Tools in Map Business Online?
We certainly do not mean to hide editing tools. Once you’ve been shown how they work, it should be easy for you to find editing tools again and to uncover new editing features as your use expands.
Editing Map Layers
To find the editing tools for any layer, hover over the map layer description in Map and Data and click the Edit Map Properties Button. This gives you access to the map look and feel tools. Here you can edit fill and boundary colors as well as boundary widths. Transparency controls are located here also. And under the Labels tab, you will be able to edit the labels of all map layers, including adding demographic or imported business data aggregated totals to labels. There are five flexible label fields available for relevant numeric business data to be aggregated into a map layer label. Which means you can total annual sales by ZIP code, or aggregate all expenses by territory.
Editing a Sales Territory‘s Components
To edit the base segments of an already constructed territory, make sure your component map layer is checked on and visible. For instance, make sure ZIP codes are available for selection. To remove a section from a territory made up of ZIP codes, select the first ZIP code, targeted for removal, with your cursor. If presented with a choice between Territory name and ZIP code ID, choose the ZIP code. Now hold down the shift key and select as many additional ZIP codes as required for the total edit. When you’ve selected all your targets, click the “Add/Remove” Blue Puzzle Piece icon in the mini toolbar. Now you’ll be presented with a set of options:
- Create New
- Remove from all
- Remove from all except
In this case, click Remove. The territory will be adjusted, and the Data Window will present the new list of ZIP codes associated with the original territory name. This approach works for all map layers – ZIP5, ZIP3, county, state, MSA, and Census tracts. Please note, this approach to map layer selection and editing also works for territory creation – hence the Create New option in the edit list dropdown.
To further edit the territory map look and feel click the Territory Label. Along the mini toolbar associated with that territory, find and click the Edit Territory Properties button. Here you will find editing tools for editing territory names, color fill adjustments, and label controls. Use this tool to make your territories stand out, or fade into the background, depending on your map’s purpose.
Another aspect of territory maps is the Map Business Online Data Window analysis view. There are some editing, filtering, and database management tools in the Data Window. Read more about the Data Window here.
Editing Imported Data
For full control over imported data editing, a Map Business Online user should apply the Unique ID system. This means adding a column to your imported data that assigns a unique identifying number to each record. It could be as simple as 01, 02, 03…..Read more about unique ID use here.
The unique ID approach enables data editing through the Data Window view. Select your imported data (with a unique ID) in the Data Window dropdown. Hover your cursor over the target record’s left column of color dots. (Those colored dots represent how accurately your data geocoded.) Click on the Pencil Icon. Choose to edit Address & Location or edit Data Properties. Go nuts.
Sometimes a user may want to edit imported data record formatting in Map Business Online. For instance, a phone number might not look like a phone number. For data formatting edits, return to the Map and Data box. Hover over your imported data layer. Click the Edit Map Properties button and then, under the General Tab, select Customize Dataset.
Within customize Dataset you will find three dropdown options. They enable accordingly:
- General – The ability to edit Calculated Data Columns formatting. Read more about demographic data manipulation through Calculated Data Columns
- Custom – The ability to change data formats – from number to phone number, for example
- Calculated – The ability to delete or remove imported data columns
Editing a Draw Layer, Otherwise Known as a Map Object
Sometimes you just need a circle or a polygon on the map. A user might use that drawn map object to query an area of imported data points. By selecting either a Search Data tool or a Draw Tool (these tools are located right next to each other in the middle of the Master Toolbar) the user can easily query a data layer or Summarize Data available within Map Business Online. Read more about the Summary Tool.
Each Search Tool or Draw Tool map object has an object editing tool associated with it. You’ll see the Edit Box appear when the object is created or reselected. Within that box are tools to edit color, fill and label. Have a ball.
The Wrap Up
The above-described editing processes address most of the editing processes in Map Business Online. You’ll find a few more general editing tools in Map and Data like Legend Control, Map Title, Territory Intersection, and miscellaneous controls. Don’t be afraid to poke around on your own in Map Business Online. You can’t break the map. Explore the tools:
- Along the master toolbar
- The data window toolbar
- The More Data button in the Data Window lower left
- Map and Data
- Use the Help button
- And use the Blog
- Contact us via the contact button or Chat
I promise that you will quickly become a regular user of all the editing tools in Map Business Online.
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