Visualize locations
The task is to visualise the customer locations on a map. You only have a customer's postcode, so you need to locate the customer on the map by using this postcode.
First add the 982 postal routing areas from the Base Maps window by drag&drop onto a blank sheet.
To display the customer locations on the map, proceed as follows:
- Open the menu Analyze and choose Symbols.
Next, it is required to determine a Analysis Type and a Subtype.
- Select Location based as subtype.
The analysis subtype controls how the data is visualized on the map. The Location based subtype will generate a symbol for each record.
At next step select the Data Basis. To do this, please proceed as follows:
- Data from table... = "Customer base"
- ...visualize in map = "Sheet 1/Map 1"
- ID column = "Postcode"
- Reference = "Postleitgebiete - Areas"
The information Assignment Results should have an upper percentage value of 100 %. This means that all data records could be assigned to an area. The lower value specifies the proportion of areas to which a data set is available. Since in general not every postal code has a customer, this value is usually lower than the upper value.
For all location-based analyses there is the ability of Place data using geographic coordinates. To do this, the appropriate information (2 columns with coordinates) must be available in your table.
- Then click Next.
After you click Finish, the analysis is inserted on the map with default settings. The Properties of the symbol analysis opens at the right side of the program window and you can further refine the settings for the analysis, such as the shape, color or size of the symbol.
- Select a Circle as symbol,
- Select the analysis type Uniform.
The map should look like this:
Adapt analyses later
EasyMap offers two further analysis types to identify qualitative differences of customer locations, by displaying the symbols data dependent.
To determine qualitative differences between the locations, you can evaluate the symbol, the color, and the size according to a data column in the customer master table. For example, you can display the size depending on sales, assign different colors for A, B, and C customers, and visualize the sales area of the customer using different symbol forms. Select the desired column in the respective area and adjust the number of classes. More details about the respective settings can be found here and in the video:
The analyses also operate in the same way with other territorial divisions, e.g. communities, districts or countries.
Continue with the next step - Sales Territory planning.
