Managing sectors

Create a sector manually

Create an empty sector

From the Districting page, click on
Fill the Codes, Name and Colour fields
Click on Create

Create a sector from a selection

From the objects selected, in the toolbar, click on
Fill the Codes, Name and Colour fields
Click on Create

Assign objects to another sector

On the map or in the table, select the objects
In the lower part of the tablem click on the chosen sector

Or

On the map, drag-and-drop objects to the chosen sector

Add a geographical entity to a sector

From the map, click on the selection icon
Press and hold the control/Ctrl key on the keyboard while clicking on the chosen geographical entity.
Dans le bas du tableau, cliquer sur le secteur où ajouter l’entité

	Note
	Multiple entity selection is possible.

Withdraw objects from a sector

On the map or in the table, select the objects that will be removed from the sector
In the toolbar, click on

	Note
	In the table pane, an Unassigned tab is created with these objects.

Assign unassigned objects to a sector

From the Unassigned tab in the table, click on the checkboxes for the chosen objects
In the lower part of the tablem click on the chosen sector

Automatically assign unassigned objects

From the Unassigned tab in the table, click on the Table actions drop-down menu
Click on Distribute

	Note
	Unassigned objects will be distributed to the sectors that are closest as the crow flies

Edit sector display

Changing sector color settings

You can adjust the brightness, saturation and transparency of areas displayed on the map.

In the table, click on the Color settings icon
Adjust selected parameters
Click on Validate.

Manage sector label

The sector label can be the sector or indicator name. A sector or a site can have several labels displayed at the same time.

The label can be displayed or hidden:

On the map, click on Information in the map
Click on the switch opposite the site and/or sector label, and then choose the information to display. You can add several labels for a single object.

Using the same menu, you can also change the label colour or choose the label text.

Select a map background

Available map backgrounds using the Maps button tm-reference-img/commun/bouton_fond_de_carte.png are as follows:

Standard
Black & white
Satellite view
Terrain
Public transport
Traffic
Satellite + traffic

Display/hide administrative boundaries

The administrative boundaries, available using the Maps button tm-reference-img/commun/bouton_fond_de_carte.png are as follows:

Regions or their equivalent depending on the country being analysed (with label)
Departments or their equivalent depending on the country being analysed (with label)

Administrative boundaries available will depend on the country being analysed.

Display/hide road networks

Road networks can be displayed or hidden using the Maps button tm-reference-img/commun/bouton_fond_de_carte.png

Select a display style for the envelope

Envelopes enable display of existing or created sectors in the Territory Manager interface.

The envelopes available via the Map settings icon tm-reference-img/commun/icone_parametrage_de_la_carte.png are as follows:

Envelope type	Description
None	Points are only coloured as a function of their sector of affiliation.
Concave	Area minimising the zone containing all points, and allowing all possible angles. This provides a view of the real geographic imprint or spread of sectors.
Contiguous	Adjoining area: sectors are spread out to their full extent so they are adjoining. These envelopes provide a better view of the division into sectors. If a large number of sectors (around 100, say) are displayed with this envelope, the display can take longer.
Convex	Area minimising the zone containing all points. The edges of neighbouring sectors will not exceed an angle of 180°. This provides a display of the geometric extent of the sectors.
Dynamic	Area calculated dynamically, with sectors displayed with contiguous envelopes. If the simulation contains more than 10,000 points, the envelopes are not displayed.

Include site in the envelope

Click on the user icon
Click on My preferences
Click on Include sites in sectors

Select an analysis display for the sectors

The user can select a display calculated on an indicator to colour-fill sectors, or display barycentres on the map.

Displays available using the Analysis icon tm-reference-img/commun/icone_analyser.png are:

Display type	Scenario	Description
Barycentre	Without indicator	If no indicator is selected for the calculation, the barycentre of a sector corresponds to the mean of the geographic coordinates for all its constitutent points. The barycentre is therefore influenced by the point density in the sector.
	Chosen indicator	The barycentre corresponds to the mean of the geographic coordinates of all the sector’s constituent points, weighted with the selected indicator. The sector’s barycentre will therefore be influenced by high values for the selected indicator.
	From geographic entities	If the barycentre is applied from geographic entities (sector made up of towns, for example) the barycentre for each town is calculated, and the barycentre of the sector corresponds to the mean of the geographic coordinates of barycentres for all the sector’s constituent towns. This barycentre can also be weighted by selecting an indicator.
Density (heat map)	All	This is an effective display for distinguishing between the "weights" of different sectors on a map and their geographic dispersion. The more dense a region is in terms of points or indicator values, the deeper red the zone will be, and the greater its spread.
	Without indicator	The heat map displays point density information.
	Chosen indicator	The heat map displays indicator density information.
Deviation from the mean	Chosen indicator	Displays positive and negative deviations from the mean for the chosen indicator.
Balancing	Chosen indicator	Displays a coloured guage, the colour of which depends on the percentage deviation from the mean for the chosen indicator.
Isochrone / Isochrone without overlapping / Isodistance / Isodistance without overlapping / As the crow flies	Chosen indicator	Creates an accessibility zone in terms of time via the road network/distance via the road network or distance as the crow flies from the site or sector barycenter. The user must enter the maximum value to be reached: the zone is created for each sector. The user can select isochrones/isodistances with or without overlap (overlapping zones to highlightpotential cannibalization).
Progressive	Chosen indicator	Highlight on the map objects that have changed sector since the last saving event. A halo displays around the object, coloured in the same colour as the previous sector of affiliation.
Custom threshold	Chosen indicator	Uses the same balancing colours, but it is the user who defines the thresholds to change from one colour to another.

Handling layers

Business layers (up to 2,000 objects per layer) can be integrated in the analysis to facilitate study of the districtings proposed. Only the first ten layers are displayed in a list accessed via the Map settings icon.

Add a layer

Click on the Import your sites, resources icon in the map
Click on Layer

Handling layers

Clicking on the Map settings tm-reference-img/commun/icone_parametrage_de_la_carte.png icon, and then on All layers, you can:

Display/Hide a layer
Change the layer name
Change the layer’s symbol and colour
Change the display order of layers in the list
Add or delete layers

Layer labels

You can display or hide labels:

On the map, click on the icon Information on the map
Click on the switch beside the layer labels to select the information to be displayed. You can add several labels.

You can also change the label colour.

Add estimated indicators

Using the Estimated indicators icon tm-reference-img/commun/icone_indicateurs_estimes.png in the table, you can add one or several indicators:

Indicators	Corresponding tab	Description
Time and duration	Estimated indicators	Add time and duration data to the table of sectors
Proximity	Nearest	Calculate, for each point integrated, the nearest site or point on a customized layer. Following treatment, all points will possess a new indicator indicating the name of the competitor nearest to each of them.
Calculated in relation to other indicators	Formula	Creates a formula using indicators that are estimated, calculated, imported or the result of the calculation of nearest objects. _It can, for example, take an imported indicator and multiply it by four to obtain an annual, rather than quarterly, visit time.
Calculation type for journey, number of points, limit in minutes	Journey time cost	Assign a weight to each object as a function of its proximity to other objects.

Estimated indicators

Elements	Function	Availability
Route distance (in kms)	Qualifies sectors (rural, urban…) and compares their respective journey times and distances.	All types of point districting
Route duration
Distance to site	These indicators take into account the journeys for the first to the last visit. The journey between the site (or barycentre) and the first visit, and the journey between the last visit and the site (or barycentre) are not taken into account.
Journey time to site
Route distance when the site is the departure point (in kms)	Calculates the ideal route to visit all points (without taking into account any visit frequency or duration). An optimization algorithm is used to find the shortest journey to visit all points in each sector. This is an indicative value, and so should be used with care, in a predictive context rather than an operational one, to make comparisons between sites.	Districting around sites
Route duration departing from site
Route distance departing from site (in kms)
Route duration with return to site
Route distance with departure and return from/to site (in kms)
Route duration with departure and return from/to site

Nearest

Elements	Function
Reference	Return to the searched object, to a site, or to a point on a custom layer.
Information	Refers to the information to transfer: nearest point name, access distance or time.
New indicator name	New indicator name assigned by the user.
Options	Serves to define the type of calculation to access the narest point: fastest, shortest or as the crow flies.
Add	Validates the creation of the indicator. All indicators will then be available in the list.

Formula

Elements	Function
Select indicators and operators	Select indicator(s) to include in a drop-down menu.
Operators	Create a formula with the chosen indicators. Figures can be entered directly from the keyboard.
New formula name	New formula name assigned by the user.
Add	Validate creation of the formula. All formulae are then available in the list.

Via the icons in the list, the following actions are possible for added *proximity* indicators (*Nearest* tab) or "calculated in relation to other indicators" (*Formula* tab):

Recall the layer and the searched information
Edit indicator
Delete indicator

Journey time cost

Elements/Options	Function
New indicator name	New indicator name assigned by the user.
Calculation type	Choose between fastest (default) and shortest.
Number of points	For a description of these parameters, see Balancing settings
Limit in minutes (Fastest calculation type)
Limit in kilometers (Shortest calculation type)
Add	Validate creation of the indicator. All indicators will then be available in the list.

Using the icons listed here, the following actions are possible:

Retrieve settings for the indicator hovered over by the mouse
Edit indicator
Delete indicator

Display list of objects in a sector

In the table, in the Sector tab, select the line of the chosen sector
Click on the Display sector details icon

Or

Click on the Information on the map icon on the map (Ctrl+I)
Hover with the mouse over the chosen sector
Click on the Display button

	Note
	This alternative method via the map only functions for a Districting on points analysis.

Change point size

Click on the Map settings icon in the map
Under Map objects, select your chosen point size
- Set Point size remains the same at all scales
- Dynamic Point size varies according to map scale, but remains larger than the "Fine" point size
- Fine Point size varies according to scale, but remains smaller than the "Dynamic" point size

Manage thematic point layers

Here we look at editing the appearance of points on the map. The Thematic layer enables definition of display conditions based on the values of a string type indicator assigned to points, and to associate to it either an image (in PNG format), or a shape (round, star, triangle…). The recommended size of the PNG image for a display definition of 1920x1080 is 20x20 pixels.

Display a thematic layer

Click on the Analyse map icon;
on the Thematic line, in the drop-down menu, select the thematic to apply.

Create a new thematic layer

Click on the Analyse map icon;
at the end of the Thematic line, click on the gear wheel icon. You are now in the Thematics settings window;
enter the name of the thematic layer to create on the Thematics available line;
click on the drop-down list to the right of the Field to use and select an indicator;
click on Add a style;
in the text entry field to the right of Style 1, enter the first letters of the value of the field to use;
cick on the chosen field;
click on the icon to save the thematic layer.

Linking an image to the thematic style

Make sure you are in the Thematics settings window and that at least one thematic layer has been created.

at the end of the chosen style line, click on the round grey icon;
at the end of the chosen style line, click on the round grey icon «?+?» ;
select the PNG file to be linked;
click on the Validate button;
click on the icon to save the thematic layer.

Link a predefined shape to the thematic style

Make sure you are in the Thematics settings window and that at least one thematic layer has been created.

at the end of the chosen style line, click on the round grey icon;
click on the drop-down list to the right of Image and select a shape;
click on the icon to the right of Colour and select a colour;
click on the Validate button;
click on the icon to save the thematic layer.

Create a new thematic layer from an existing thematic layer

Make sure you are in the Thematics settings window and that at least one thematic layer has been created.

click on the icon to save the thematic layer.
enter the name of the thematic layer to create on the Available thematics line;
click on the icon to save a copy of the thematic layer under the name you have entered;
apply any modifications you wish to make;
click on the icon to save the thematic layer.

Delete a thematic layer

Make sure you are in the Thematics settings window and that at least one thematic layer has been created.

click on the icon to the right of Colour and select a colour;
click on the icon to the right of Colour and select a colour;

Display/hide a sector

In the table, and in the Sector tab, select the chosen sector
Click on the eye icon located to the right of the selection checkbox

Merge sectors

From the table, select the sectors to merge
In the Actions drop-down menu click on
Select the target sector

	Note
	The target sector recieves all the objects of the sectors being merged.

Delete a sector

In the table, in the Sector tab, select the sector to delete.
In the Actions drop-down menu in the table, click on

	Note
	All the sector’s objects are available in the Unassigned tab of the table pane.

Display sector details
Change the sector colour
Zoom on the sector
Zoom on the site
Edit sector properties
Distribute all objects to the nearest sectors
Delete

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Territory Manager Reference Guide - Districting

Create a sector manually

Create an empty sector

Create a sector from a selection

Assign objects to another sector

Add a geographical entity to a sector

Withdraw objects from a sector

Assign unassigned objects to a sector

Automatically assign unassigned objects

Edit sector display

Changing sector color settings

Manage sector label

Select a map background

Display/hide administrative boundaries

Display/hide road networks

Select a display style for the envelope

Include site in the envelope

Select an analysis display for the sectors

Handling layers

Add estimated indicators

Display list of objects in a sector

Change point size

Manage thematic point layers

Display a thematic layer

Create a new thematic layer

Linking an image to the thematic style

Link a predefined shape to the thematic style

Create a new thematic layer from an existing thematic layer

Delete a thematic layer

Display/hide a sector

Merge sectors

Delete a sector