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Territory Manager Reference Guide - Handling analyses
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Contents
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Introduction
Configuring Territory Manager
Create a new analysis
Select the type of districting you require
Import data
Setup requirements
File format
Data format
File storage location
Import points or geographic entities
Linking fields
Aggregate points into geographical entities
Display an existing districting
Geocoding points
Understanding the different levels of geocoding
Correcting the address of a point to improve the level of geocoding
Complete the address
Move the icon for the point or site on the map
Districting
Steps in the Districting operation with automated balancing
Balancing parameters or settings
How are certain indicators calculated?
District automatically
With the automation assistant
Understanding the Districting page interface
Main menu
Map icons
Import objects, sites or resources
Icons in the table
Select objects
Select all objects in the map
Select all objects in one or several sectors
Select objects on the map
Select objects from the table
Deselect objects
Select a site
Delete a site or point
Managing sectors
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
Navigating the Districting page
Keyboard shortcuts
Interpreting the display following a modification
Handle pane display
Add a pane
Open a pane in full screen mode
Open a pane in a new window
Hide/display a pane
Resize a pane
Switch two panes
Close a pane
Cancel a change of page layout
Reset the page layout
Handling the map display
Search for map elements
Display information when mouse cursor hovers over elements
Display infomration about sites or sectors
Move a point in the map
Handling the table display
Reading the table
Add an indicator to the table
Edit the order of indicators in the table
Change the indicator display
Edit the type of value displayed for the indicator
Rename an indicator
Choose a format for the indicator
Choose a total aggregator
Choose the total aggregator format
Create a search filter
Setting up a search filter formula
Save the search filter
Using a saved search filter
Delete a saved search filter
Handling graph displays
Editing the graph type
Add an indicator to the graph
Delete an indicator from the graph
Hide an indicator in the graph
Handling analyses
Understanding the basics of analysis and simulation
Open an Analysis
Open a simulation
Save a simulation
Save a copy of a simulation
Rename study
Rename simulation
Search for an analysis
Compare two simulations
Interpreting a comparison between two simulations
Change the comparison mode
Select the transparency mode
Select side-by-side mode
Exporting a comparison
Export a simulation
Share a simulation
Generate a link to share a simulation
Share a copy of a simulation
Resend a modified copy of a simulation copy
Glossary
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