Navigating the Territory assignment page

Keyboard shortcuts

From the simulation page

Shortcut	Action	Corresponding icon or button
Space bar	Switch from selection to browsing mode
CTRL A	Select all
CTRL D	Deselect all, empties the selection
CTRL Z	Undo the last modification
CTRL Y	Restore the last modification
CTRL Space Bar	Run the automatic territory assignment wizard
CTRL O	Open the list of saved simulations
CTRL X	Export
CTRL I	Information on the map
CTRL ALT N	Create a new territory from the selection
CTRL ALT U	Cancel the assignment
CTRL S	Save the simulation
CTRL ALT S	Save a copy of the simulation
CTRL K	Compare two simulations	In the list of simulations

From the Actions menu

Shortcut	Action	Corresponding icon or button
Ctrl+M	Merge selected territories
Ctrl+Alt+D	Distribute all unassigned points to the nearest territories.
Ctrl+Alt+I	Allocate selection to territories.
Ctrl+Alt+R	Reverse territories selection.
Ctrl+Alt+V	Reverse territory visibility.

Interpreting the display following a modification

Progressive mode must be activated. It is enabled by default. You can check this by clicking on the Edit displayed indicators icon tm-reference-img/commun/icone_modifier_les_indicateurs_affiches.png . Progressive mode can be enabled bottom left of the display.

When a point assignment is changed, progressive mode highlights the point that has changed territory on the map (if it is displayed via the map icon Analyse) and the impact on the balancing indicators.

tm-reference-img/ecran_points_transferes_sur_la_carte.png

The points transfered on the map display the colour of their new territory (point colour fill) and the colour of the previous territory of assignment (point contour).

tm-reference-img/ecran_indicateurs_equilibrage.png

The balancing indicators indicate the percentages of modifications linked to these transfers.

When the percentages of variation are positive, they display in green; when they are negative, they display in red.

This display remains enabled until the analysis is next saved, so that the user can decide whether to keep or discard modifications.

Handle pane display

Add a pane

	Note
	The default display includes the map and table panes.

In the toolbar, click on the Edit pane display icon

Drag-and-drop the icon for the pane to be displayed to the chosen zone

Add map pane
Add table pane
Add graph pane
Add key indicators pane (KPI)

Open a pane in full screen mode

In the toolbar, click on the Edit pane display icon
Above the selected pane, click on Expand pane

Open a pane in a new window

In the toolbar, click on the Edit pane display icon
Above the selected pane, click on the Open in new window icon

Hide/display a pane

In the toolbar, click on the Edit pane display icon
Above the selected pane, click on the Hide pane icon
To display the new pane, hover with the mouse over the pane and click inside it

Resize a pane

Position the cursor at the boundary between the panes.
Drag with the cursor to the desired pane size.

Switch two panes

In the toolbar, click on the Edit pane display icon
Click and hold on the greyed out zone above the selected pane
Drag-and-drop the pane onto the pane to be switched to

Close a pane

In the toolbar, click on the Edit pane display icon
Above the selected pane, click on the Collapse pane icon

Cancel a change of page layout

In the toolbar, click on the Edit pane display icon
Click on the Cancel change of page layout icon

Reset the page layout

In the toolbar, click on the Edit pane display icon
Click on the Reset page layout icon

Handling the map display

Search for map elements

In the toolbar, on the right-hand side, click on the drop-down menu for filterable map elements

Select an element

Filterable elements	Search description
Postal address	All or part of the address
Points	With ID or name
Territories
Sites
Custom layers (if available)	A point on the additional layer, with ID or name
Recent searches (if available)	Choose a previous search

Display information when mouse cursor hovers over elements

Click on the Map information map icon
Cick on the Information in the map button to move its cursor to the right
Click on the selected element in the drop-down menu

Element	Display when mouse hovers over item
All	Information about sites, points, polygons, territories and additional layers
Sites	Site information only
Points/polygons	Point/polygon information only
Territories	Territory information only
Layer	Custom layer information only

Hover with mouse on chosen object or site

Display infomration about sites or territories

Click on the Map information map icon
Click on the Site label or Territory label button to move its cursor to the right
Click on the chosen information in the drop-down menu
If required, click on the Add label button to add an information item to display

Move a point in the map

Select a point on the map
Hover over the point with the mouse, hold down the SHIFT key and drag-and-drop the point to the required position

	Note
	A confirmation message for the new position displays. You can also move a series of points using the same operation.

Handling the table display

Reading the table

In this example, the Potential indicator has a display setting positioned on Balancing.

The mean for the indicator is shown as a solid navy blue vertical line on the colour gauge.

Dotted vertical lines on either side of this indicator signify a differential of 10% in relation to the mean.

Colour	Deviation from the indicator mean
	More than 15%
	Between 10 and 15%
	Less than 10%

Below each indicator column is a total aggregator (Sum, by default) that can be edited as required.

Add an indicator to the table

This will also work for adding a pre-defined field.

Above the table pane, click on the Edit displayed indicators icon
Click on the territory tab, or the Points tab depending on the chosen indicator

Under the tab, click on the drop-down menu to choose the indicator type according to the indicator chosen

Indicator type	Description
Pre-defined fields	Groups identification fields (ID and name) for geographic points/entities and territories.
Imported indicators	Data qualified by balancing indicators at the time of the field association.
Calculated indicators	- Number of points, - Number of resources, - Territory compactness (%), - Density (points per km²), - Area (km²) - Distance from sites to points (mean in kms) The last indicator is only available on a territory assignment around sites.
Estimated indicators	Route distance (in kilometers)/route duration (in hours : minutes : seconds). When the territory assignment concerns sites: - Route distance/duration when departing from the site, - Route distance/duration when returning to the site, - Route distance/duration when departing and returning from/to the site.

Click on the chosen indicator in the list on the left
Click on the Add selected indicators icon
Click on the Validate button

Edit the order of indicators in the table

Above the table pane, click on the Edit displayed indicators icon
In the list on the right, in the line of the chosen indicator, click and hold
Move the indicator to your preferred position
Click on the Validate button

Change the indicator display

Above the table pane, click on the Edit displayed indicators icon
In the list on the right, click on the drop-down menu corresponding to the representation of the chosen indicator

Click on the chosen display

Display	Description
Value	Display the numeric value for the territory.
Balancing	Displays a guage, the colour of which reflects the percentage deviation from the mean.
Deviation from the mean	Displays standard deviations that are positive and negative in relation to the mean.
Custom threshold	Uses the same colours as for balancing, but it is the user who defines thresholds in the table to pass from one colour to another.

Click on the Validate button

Modifier la valeur d’un indicateur pour un objet

From the table, the All objects tab or the Selection tab,

Click on the indicator value to be modified
Enter desired value
Click in the table
Click on Validate.

Edit indicator values for multiple objects

Indicator values of several objects can be updated:

By an absolute value,
By a value corresponding to an indicator filling rule based on the classes of a thematic layer.

From the table, the All objects tab or the Selection tab,

v
Click on Actions
Click on Update indicator
Select the indicator to be updated from the Indicator list

Update from an absolute value

Enter desired value
Click on Validate.

Update from a rule

The rule is based on the classes of one or more thematic layers composed of value intervals.

Choose the desired rule from the list Value or rule
Click on Validate.

Manage indicator filling rules

Create an indicator filling rule

The rule is based on the classes of one or more thematic layers composed of value intervals. At least one thematic layer must exist.

From the table, the All objects tab or the Selection tab,

Click on an object’s checkbox to select it
This is necessary to access the functionality
Click on Actions
Click on Update indicator
Choose an indicator from the Indicator list
Click on the icon
Click on Available rules
Enter a name for the rule to be created
Choose the thematic layer from the Column classes list
Select a second thematic layer from the Column classes list, if necessary
Enter fill values
Click on the disc icon
Click on Close

Modify an indicator filling rule

From the table, the All objects tab or the Selection tab,

Click on an object’s checkbox to select it
This is necessary to access the functionality
Click on Actions
Click on Update indicator
Choose an indicator from the Indicator list
Choose the rule to be modified from the list Values or rule
Click on the icon
Modify rule
Click on the disc icon
Click on Close

Delete an indicator filling rule

From the table, the All objects tab or the Selection tab,

Click on an object’s checkbox to select it
This is necessary to access the functionality
Click on Actions
Click on Update indicator
Choose an indicator from the Indicator list
Choose the rule to be modified from the list Values or rule
Click on the icon
Opposite the chosen filter, click on the trash can icon
Click on Yes, delete rule
Click on Close

Edit the type of value displayed for the indicator

Above the table pane, click on the Edit displayed indicators icon
n the list on the right, click on the Gear icon corresponding to the chosen indicator
Click on the Total drop-down menu corresponding to Line

Click on the type of value required

	Note
	The types of value available are: Sum Mean Minimum Maximum Count None

Click on the Validate button
Click on the Validate button once again

Rename an indicator

Above the table pane, click on the Edit displayed indicators icon
n the list on the right, click on the Gear icon corresponding to the chosen indicator
Click in the Indicator field
Enter the new name for the indicator
Click on the Validate button
Click on the Validate button once again

Choose a format for the indicator

The indicator format can include, or not, figures after the comma (up to 4 figures).

If the indicator is a duration, it can be in hour, minute (xhxm), hours, minutes, seconds (xhxmxs) or day, hour, minute (xdxhxm) format

Above the table pane, click on the Edit displayed indicators icon
n the list on the right, click on the Gear icon corresponding to the chosen indicator
Click on the Format drop-down menu corresponding to Line
Click on your chosen format
Click on the Validate button
Click on the Validate button

Choose a total aggregator

The total aggregator is located at the bottom of the column for each indicator in the table pane.

	Note
	Available aggregators are: Sum Mean Minimum Maximum Count None

At the bottom of the table, click on the total aggregator for the chosen indicator
Click on your chosen total aggregator

Choose the total aggregator format

The aggregator format can include, or not, figures after the comma (up to 4 figures).

If the indicator is a duration, it can be in the hour, minute (xhxm) format, or the day, hour, minute format (xdxhxm)

Above the table pane, click on the Edit displayed indicators icon
n the list on the right, click on the Gear icon corresponding to the chosen indicator
Click on the Format drop-down menu corresponding to Column
Click on your chosen format
Click on the Validate button
Click on the Validate button

Create a search filter

You can filter territories and objects (geographic points and entities) that fulfil selected criteria in the table. A filter comprising several components can be created.

Above the table column headers, click on the filter creation zone
Click on the header of the column to filter
Click on the chosen operator
Enter the filter criterion
Press Enter key at the keyboard

Available operators:

Data format	Available operators
Text	- among - is not among - = - ? - Contains - Does not contain - Starts with - Ends with - Is empty
Number / Duration	- = - ? - < - `<=` - > - >=

Setting up a search filter formula

Above the table column headers, click on the Create formula icon for the chosen search filter
Edit the formula criterion
Press Enter on the keyboard

Save the search filter

Above the table column headers, on the right, click on the Load saved filters icon
Under the heading Save current filter, enter the filter name
Click on the disc icon

Using a saved search filter

Above the table column headers, on the right, click on the Load saved filters icon
Click on the name of the chosen filter

Delete a saved search filter

You cannot delete a filter if it is in use.

Above the table column headers, on the right, click on the Load saved filters icon
Opposite the chosen filter, click on the trash can icon

Handling graph displays

Using graphs affords enhanced appreciation of balancing on territories. When you hover with the mouse over the graph display for a territory, a value label appears and the territory is highlighted in the table and in the map.

The graph pane is not displayed by default. See the Add a panel command to display it.

Editing the graph type

	Note
	Different types of graph can be chosen, as a function of the number of indicators displayed: Pie chart Ring Lines Zones Vertical histogram Horizontal histogram Radar Polar

In the graph pane, on the right, click on the icon for the chosen type of graph

Add an indicator to the graph

All imported indicators, calculated or estimated, can be represented in graphs if they are displayed in the table. Up to 3 indicators can be displayed at once.

In the graph pane, click on the Add an indicator button
Click on the drop-down menu for the added indicator
Click on the chosen indicator

Delete an indicator from the graph

In the graph pane, click on the X icon opposite the chosen indicator

Hide an indicator in the graph

In the graph pane, above the graph, click on the colour square corresponding to the chosen indicator

Manage KPI display

The key indicators panel is not displayed by default. See the Add panel command to display it.

Add an indicator tile

The available tiles are:

Display	Description
Number of territories	Number of territories displayed in the territory assignment
Number of points per territory	Average number of points in territories
Number of visits by territory	Average number of visits per day and per territory over the total duration of the study, as defined in the KPI parameters and taking account of frequencies.
Workload	Workload, or feasibility: Theoretical total time needed to complete all visits compared with theoretical total working time (Number of days worked X Number of hours per day in KPI parameters).
Maximum distance	Maximum distance to the furthest point for each territory.
Maximum travel time	Maximum travel time to the furthest point in time for each territory.
WD (Weighted Distribution)	Percentage of sales for the selection compared with total sales for the study (sales turnover in KPI parameters).
Face to face	Time spent working face-to-face versus time spent commuting.

In the KPI panel, click on Settings.
Click on the switch button opposite the tile to be displayed
Click on Save
Drag and drop the tile into the panel
Click on Edit

Resize an indicator tile

In the KPI panel, click on Edit
Position the cursor on the bottom right-hand corner of the tile to be resized.
Drag and drop to desired size
Click on Edit

Setting a key indicator

The following key indicators can be configured:

Indicator	Parameter
Number of visits by territory	Number of days worked
Workload	Total time worked (Indicator), Number of hours worked per day and Number of days worked.
WD (Weighted Distribution)	Sales CAGR (Indicator)
Face to face	Time spent working face-to-face versus time spent commuting.

In the KPI panel, click on Settings.
Click on the switch button opposite the tile to be displayed
Enter value or specify indicator for selected parameter(s)
Click on Save

Delete an indicator tile

The tile is removed from the KPI panel view.

In the key indicators panel, click on Edit
Hover over the tile to be deleted
Click on the garbage can icon on the tile
Click on Edit

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Territory Manager Reference Guide - Territory assignment