MapInfo Location Intelligence Component

Transcription

1 MapInfo Location Intelligence Component version 1.1 for MicroStrategy USER GUIDE

2 Information in this document is subject to change without notice and does not represent a commitment on the part of the vendor or its representatives. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, without the written permission of MapInfo Corporation, One Global View, Troy, New York MapInfo Corporation. All rights reserved. MapInfo and the MapInfo logo are trademarks of MapInfo Corporation and/or its affiliates. MapInfo Corporate Headquarters: Phone: Fax: Sales: Government Sales: Technical Support: Contact information for all MapInfo offices is located at: Adobe Acrobat is a registered trademark of Adobe Systems Incorporated in the United States. Products named herein may be trademarks of their respective manufacturers and are hereby recognized. Trademarked names are used editorially, to the benefit of the trademark owner, with no intent to infringe on the trademark. May 2007

3 Table of Contents Chapter 1: Location Intelligence Component Overview Introducing the Location Intelligence Component Typographical Conventions Terminology Chapter 2: The Location Intelligence Component Overview Accessing the Mapping Pages Chapter 3: Using the Mapping Tools The Mapping Toolbar Using Map Viewing and Printing Tools Zooming Into a Map Zooming Out of a Map Manually Setting a Zoom Scale Recentering a Map Getting Information about a Location on a Map Printing a Map Saving a map Using Selection Tools Selecting a Specific Geography Selecting a Geography Within a Radius Selecting a Buffered Geography Selecting Geographies by Boundaries Clearing Your Selections Drilling in the Map Chapter 4: Layers and Themes Understanding Layers Hiding and Exposing Layers on Maps Understanding Themes Applying Default and Predefined Themes to Layers Location Intelligence Component v1.1 1

4 Table of Contents Creating Themes Applying Temporary Themes to Layers Deleting Themes User Guide

5 Location Intelligence Component Overview 1 In this chapter: Introducing the Location Intelligence Component Typographical Conventions Terminology

6 Introducing the Location Intelligence Component Introducing the Location Intelligence Component Based on MicroStrategy technology, the LIC works out-of-the-box to provide a bi-directional integration of report data to geographic mapping analysis. The LIC offers state-of-the-art geographic analysis and visualization tools, plus exceptional location-based querying capabilities to MicroStrategy Web and Web Universal. Analysts can build and run Web-Intelligence reports and then view the resulting data on maps. This data can be further queried and analyzed spatially. You can view your data using color theming for instance, and additional related data can be layered over your base map. For example, in the illustration below, 1990 population statistics on the New England states is identified as a ranged theme the greater the population, the progressively lighter shade of blue. A layer of sales and expenses data has been added in the form of stacked bar charts. The two data viewed together provide a powerful understanding of how location impacts your organization is powerful. Spatial analysis answers questions that begin with where, and can be used to understand the current business climate and to predict future business conditions. Adding the variable where to the who, what, when, and how much analysis provided through Business Intelligence gives analysts and decision makers a complete view of data and an understanding of the real world the data are describing. The integration allows for complete, bi-directional analysis; changes to data in the report are shown in the map, and queries and filters that are created in the map are easily shown in the report. 2 Location Intelligence Component v1.1

7 Chapter 1: Location Intelligence Component Overview This guide offers information on the default reporting functionality. While the LIC also offers map visualization through report services documentation, such configurations are outside the scope of this guide. Typographical Conventions This guide uses the following typographical conventions. Text Formatting <angle brackets> Italics Courier Bold Meaning Angle brackets are used for text that acts as a placeholder for information you provide. For example, <string@string> represents an address. You should replace string@string with the actual address. Italicized formatting is used for book titles (for example, Location Intelligence Component User Guide). Courier font is used for text that you type (for example, a directory path or a URL). Bold formatting to indicate an instruction (for example, clicking a button, selecting an option or pressing a key). Terminology The following table provides definitions for all abbreviations, acronyms, and definitions of common location intelligence terminology used in this guide. Term buffered geographies grid label Definition Geographic features selected on a map based on their proximity to a user-defined polyline.the polyline contains multiple points and any geographic feature intersecting or within the buffer distance of the line is selected. The buffer figure you set is the distance on either side of the line that identifies which features are to be included. A report that includes tabled data. A text annotation of an object on a map, such as the name of a street. User Guide 3

8 Terminology Term Definition layer legend polyline style theme thematic display thematic mapping The basic building blocks of maps in MapInfo products. A MapInfo map typically consists of several superimposed layers (for example, a layer of street data superimposed over a layer of ZIP code boundaries). Each layer contains uniquely specific data, and they can be viewed, hidden, and rearranged as needed depending on the desired view. Identifies the theme style used to illustrate data on a thematic map (for instance, colors to illustrate population ranges in a given State). A user-defined line containing multiple points. Any geographic feature intersecting or within the buffer distance of the line is selected. The distinctive form of quality of a layer or theme that sets it apart. Style properties are associated with LIC elements like layers and themes. For example, theme and layer styles include predefined color ranges, number of breaks, break points, fonts, and label properties. Label styles include the column to label with, font size, font face, and label colors. The process of shading a map according to a particular theme. The theme is usually based on a specific element of data. Thematic mapping allows visualization and trend highlighting in report data that would be less clear visually through a table, graph, or chart. The most common example of a thematic map is a weather map, where areas shaded red are hot and areas shaded blue are cool or cold. Themed data displays range from colored areas, pattern-filled areas, or various symbols. zoom scale The size or width of a displayed map in miles or kilometers. zoom value zoom distance 4 Location Intelligence Component v1.1

9 The Location Intelligence Component 2 In this chapter: Overview Accessing the Mapping Pages

10 Overview Overview MicroStrategy lets you create and analyze business data using reports, and to thus monitor business performance. The Location Intelligence Component (LIC) enhances the MicroStrategy software by geographically rendering report data using interactive thematic mapping. Thematic mapping lets you see and analyze patterns and trends in your report data. The LIC provides mapping tools so you can manipulate these maps for additional data analysis. MicroStrategy reports are displayed in the web client in grids. Some of these reports are based on geographic data (for example, a postcode). You can use the LIC to convert any report based on geographic data into a map. On the MicroStrategy toolbar, there are a variety of options available for viewing the report data. The LIC provides the following two options: Map view, which presents a map display of the data Grid and Map view, which presents both the original grid and the map display of the data In the Grid and Map view, the grid and the map are generated from the same data. Therefore, the two views must be synchronized. As a result, if you update something in the grid, the map automatically reflects this change; if you edit the map, the grid is also updated. Accessing the Mapping Pages The LIC provides a map view of report data on the MicroStrategy Web or Web Universal client. To view report data on a map in MicroStrategy, you must have a report open. Note: If a report contains data that cannot be mapped, the Map button and the Grid and Map buttons are disabled. Your administrator defines which geographic data you can view on a map and how that data can be viewed. To access the LIC mapping pages: 1. In your MicroStrategy web client, open a report. The report opens in the Grid view. Note: MicroStrategy caches which view you last selected when you log out. Should you log out from the Map view for instance, the next time you log into MicroStrategy you are taken into a report in a Map view automatically. Existing reports only open in the Grid view if your view is cached to the Grid view. 6 Location Intelligence Component v1.1

11 Chapter 2: The Location Intelligence Component Figure: Grid view 2. On the MicroStrategy toolbar, click one of the following two options: To view the report data on a map, click the Map button. The Map view opens with a geographic representation of the report data. Figure: Map view User Guide 7

12 Accessing the Mapping Pages To view both the report and a map of the report data, click the Grid and Map button. The Grid and Map view opens with a geographic representation of the report data at the top of the window and the report in a table format below. Figure: Grid and Map view 8 Location Intelligence Component v1.1

13 Chapter 2: The Location Intelligence Component Opening NarrowCast Images Some document types can occasionally include images that render slowly or not at all, when distributed through NarrowCast. When an image is distributed as a link, a delay occurs while the LIC is called to render the image. If you receive an Excel document as an attachment for instance, maps or legends in the document appear as an image reference, rather than as a fully-rendered image. To view the map or legend, click the image reference. The image will render correctly. Additionally, HTML documents sent as links through NarrowCast may also contain incompletelyrendered images. Once you click the link, rendering may be delayed but should be ultimately successful. User Guide 9

14 Accessing the Mapping Pages 10 Location Intelligence Component v1.1

15 Using the Mapping Tools 3 Once in the Map View, you can use the map viewing and printing tools to view and analyze your grid data from a geographic perspective. With the selection tools, you can select more specific geographic features and filter out features of less interest. Finally, the Drill tool reveals the most granular view of any data associated with a selected feature. In this chapter: The Mapping Toolbar Using Map Viewing and Printing Tools Using Selection Tools Drilling in the Map

16 The Mapping Toolbar The Mapping Toolbar The Mapping toolbar appears on the Mapping pane. The buttons on this toolbar assist you in accessing maps, layers and reports, and editing, refreshing and saving the current view. This section provides details on each of the buttons on the Mapping toolbar, illustrated below. Figure: Mapping toolbar Most buttons on the Mapping toolbar remain enabled until another Mapping button is selected, allowing you to perform the action repeatedly. Button Name Description Zoom In Zoom Out Enlarges the magnification of the map view by 50%. Also enlarges a specified region on a map. Decreases the magnification of the map view by 50%. Pan Info Drill Repositions maps in the Map view so that the feature of interest is more centrallylocated. This tool is useful when the zoom level has been adjusted, partially or completely hiding the targeted region on the Map view. Provides more detailed information on a selected feature. Details appear in the Info pane and are drawn from the report layer. Reveals more granular data on the selected feature, drawn from the hierarchy of layers in the current view. The drill operation adjusts the map view to fit the features at the next drill level down, activating the Zoom In button. Print Layer Control Opens a printable version of a map in a separate browser window. The Print Map tool also offers the ability to save a map image on the user s computer Opens the Layer Control window. The Layer Control window controls visibility of default and pre-defined map layers and layer labels. 12 Location Intelligence Component v1.1

17 Chapter 3: Using the Mapping Tools Button Name Description Theme Control Select at Point Select Within a Radius Select Within Buffered Line Select Within a Boundary Unselect All Submit Selection Opens the Theme Control window in the Map view. The Theme Control window lets users apply pre-defined themes to maps or create new themes. Users can specify a metric column, distribution type, range size, range values and colors. Lets users choose specific geographic features on a map, one feature at a time. Lets users choose geographic features by drawing a circle on a map. Lets users choose geographic features by drawing a polyline and entering a buffer distance. Features are then displayed in the final map and report based on their buffer distance proximity to a polyline. Lets users choose all data within the bounds of a specific layer s geography. Any geographies that intersect the chosen geography are included. Clears the map of any selected geographic features and prepares the Map view for new selections using other Mapping tools. Combines all selections currently applied to a map and sets these as geographic filters to both the map and the associated MicroStrategy report. The resulting map and grid contain only the selected records -and geographic features. Zoom Lets users manually change magnification of a Map view. The map refreshes at the new zoom level but remains centered at the original point. User Guide 13

18 Using Map Viewing and Printing Tools Using Map Viewing and Printing Tools This section describes all of the basic map tools available on the Mapping toolbar and provides instructions for their use. These tools are designed to adjust the view of the map and to enable printing of the map; they do not change your data at all. The following map viewing and printing capabilities are available through the Mapping toolbar: Zooming Into a Map on page 14 Zooming Out of a Map on page 15 Manually Setting a Zoom Scale on page 15 Recentering a Map on page 15 Getting Information about a Location on a Map on page 16 Printing a Map on page 16 Saving a map on page 17 For information on the Layer Control button and the Theme Control button, see the chapter Layers and Themes on page 27. Zooming Into a Map The Zoom In tool gives you a closer view of a map. The Zoom In tool can be used in two ways: You can zoom in and center the map to a given point. You can create a zoom region. To enlarge an entire map: 1. On the Mapping toolbar, click the Zoom In button. The cursor changes to indicate that you have selected the Zoom In tool. 2. On your map, insert the cursor on the point you want to enlarge. The LIC recenters the map on the point you selected and doubles the magnification of the map. The current magnification level appears in the Zoom field on the Mapping toolbar. To enlarge a specific region of a map: 1. On the Mapping toolbar, click the Zoom In button. 2. On your map, drag a box around the area you want to enlarge. The LIC refreshes the map and enlarges the specified region only. The current magnification level appears in the Zoom field on the Mapping toolbar. 14 Location Intelligence Component v1.1

19 Chapter 3: Using the Mapping Tools Zooming Out of a Map The Zoom Out tool gives you a more distant view of a map. Click the map to zoom out to twice its current zoom (half magnification), and re-center the map to the point at which you clicked. To zoom out of a map: 1. On the Mapping toolbar, click the Zoom Out button. The cursor changes to indicate that you have selected the Zoom Out tool. 2. Insert your cursor on any point on the map. The LIC recenters the map on the point you selected and halves the magnification on the map. The current magnification level appears in the Zoom field on the Mapping toolbar. Manually Setting a Zoom Scale The Zoom tool lets you change the magnification of a map view manually. To manually set a zoom scale: 1. In the Zoom field, enter a numerical distance, in the unit indicated on the field (in this case, miles). 2. Press the Enter key on your keyboard. The map refreshes at the new zoom scale but remains centered at the original point. Recentering a Map The Pan tool lets you reposition maps in the Map view. This tool is useful when a map is set to a desired zoom level but the targeted region is partially or completely outside the Map view. To recenter a map: 1. On the Mapping toolbar, click the Pan button. The cursor changes to indicate that you have selected the Pan tool. 2. Drag the map across the Map view until the targeted region is centered. 3. Drop the map. The map refreshes with the targeted region centered. User Guide 15

20 Using Map Viewing and Printing Tools Getting Information about a Location on a Map The Info tool helps you learn more about a geographic feature. While you can zoom into a site to see details on the area displayed directly on the map, you can also use the Info pane to view data drawn from the current report. Additionally, if you select a point on the map where multiple features exist, you can scroll through a list of selections offered on the Info tool. To get information about a location: 1. On the Mapping toolbar, click the Info button. The cursor changes to indicate that you have selected the Info tool. 2. Click the map location you are interested in learning more about. The Info pane displays information for that location. Printing a Map The Print Map tool lets you open a printable version of your map in a separate browser window. To print a map: 1. On the Mapping toolbar, click the Print button. The Print Map window opens. 2. For the Title, enter a name for your map, if desired. 3. For the Sub-Title, enter a subtitle for your map, if desired. 16 Location Intelligence Component v1.1

21 4. Select a print size for your map from the Map Size drop-down list. 5. Click OK. Chapter 3: Using the Mapping Tools A new browser window displays a printable version of your map, including your title and subtitle, and if applicable, a legend. 6. Click the Print button in your browser s toolbar to print the map. Saving a map In addition to printing a map, the Print Map tool also lets you save an image of your map on your computer. Note: Since the steps for accessing a printable version of a map are identical to those provided in the topic Printing a Map on page 16, the larger illustrations are not included in this topic. User Guide 17

22 Using Selection Tools To save an image of a map: 1. On the Mapping toolbar, click the Print button. The Print Map window opens. 2. For the Title, enter a name for your map, if desired. 3. For the Sub-Title, enter a subtitle for your map, if desired. 4. Select a print size for your map from the Map Size drop-down list. 5. Click OK. A new browser window displays a printable version of your map, including your title and sub-title and a legend. 6. Right-click the map image and select the option Save Picture As. 7. Save the image to your computer. Using Selection Tools Selection tools let you choose which geographic data or features (corresponding to records in a report) you see, while filtering out any that do not interest you. Similarly, you can create a MicroStrategy report that includes only filtered data from geographic features you selected on the map. The following selection tools are available with the LIC: Selecting a Specific Geography on page 18 Selecting a Geography Within a Radius on page 20 Selecting a Buffered Geography on page 22 Selecting Geographies by Boundaries on page 23 Clearing Your Selections on page 24 Selecting a Specific Geography The Select at Point tool lets you precisely choose specific geographic features one at a time. For example, if you are viewing a map defined by postcode areas, you might want to select specific postcode areas of interest. To select a specific geographic region: 1. On the Mapping toolbar, click the Select at Point button The cursor changes to indicate that you have selected the Select at Point tool. 18 Location Intelligence Component v1.1

23 Chapter 3: Using the Mapping Tools 2. Insert your cursor on the feature you want to select. Your selection is outlined in green to indicate it has been selected. Note: With regions, the Select at Point tool applies a minimum bounding rectangle around any selected feature. As a result, any features that border the selected feature are also selected. 3. Repeat this process until you have selected all data of interest. All selections are cumulative and so will all appear on your map together. In the illustration above, the map is showing all Expenses by County for the state of Alaska. Of particular interest are the targeted areas Kodiak Island (and area) and Glacier Bay National Park. User Guide 19

24 Using Selection Tools 4. Once you have selected all your map data, click the Submit Selection button. The map refreshes to display the selected geographies only, as in the illustration below. Your grid is likewise set to just display data corresponding to the visible geographies on the map. Selecting a Geography Within a Radius The Select Within a Radius tool lets you draw a radius on your map, encircling all data of interest to you. To select geographic features within a radius: 1. On the Mapping toolbar, click the Select Within a Radius button The cursor changes to indicate that you have selected the Select Within a Radius tool. 2. On the map, insert your cursor at the center point of your radius. 3. Drag your mouse to create your encircled selection area. A text label appears on the circumference of the circle, indicating the radius of the circle. Any geographic feature within or intersecting with that circle are included in the selection. In the illustration below, Customer Sales in the immediate Bridgeport, Conn. area is being targeted. 20 Location Intelligence Component v1.1

25 Chapter 3: Using the Mapping Tools 4. When you are satisfied with the size of the circle, drop your mouse. All targeted data is outlined in green to indicate it has been selected, as illustrated below. 5. Repeat this process until you have selected all data of interest. All selections are cumulative and so will all appear on your map together. 6. Once you have selected all your map data, click the Submit Selection button. The map refreshes to display the selected geographies only. Your grid is likewise set to just display data corresponding to the visible geographies on the map. In our illustration, only data records matching the selected Customer Sales sites appear in the report. User Guide 21

26 Using Selection Tools Selecting a Buffered Geography The Select Within Buffered Line tool lets you choose geographic features based on their proximity to a polyline you draw on a map. A polyline is a line containing multiple points. Any geographic feature intersecting or within the buffer distance of the line is selected. The buffer figure you set is the distance on either side of the line that identifies which features are to be included. To select geographic features within a buffered line: 1. On the Mapping toolbar, click the Select Within Buffered Line button. 2. In the Buffer Distance drop-down list, select a buffer distance, in miles. The cursor changes to indicate that you have selected the Select Within Buffered Line tool. 3. On the map, insert your cursor at the point where you want your polyline to begin. 4. Click points on the map to define your polyline. In the illustration below, the red line indicates the polyline, while the blue dots indicate the vertices on the polyline. In the illustration below, a polyline has been drawn to target the Sales by State for the entire North American West Coast. 5. To complete the polyline selection, double-click the last line point of your polyline. Any geography that intersects the buffered line is selected on the map, as illustrated below. 22 Location Intelligence Component v1.1

27 Chapter 3: Using the Mapping Tools 6. Repeat this process until you have selected all features of interest. All selections are cumulative and so will all appear on your map together. 7. Once you have selected all your map data, click the Submit Selection button. 8. The map refreshes to display the selected geographies only. Your grid is likewise set to just display data corresponding to the visible geographies on the map. Selecting Geographies by Boundaries The Select Within a Boundary tool lets you choose all geographic boundaries from a specified layer that are within the bounds of a geographic entity you identified previously from another layer. For example, you might select all postcodes situated within a county. When you select a geography on the map, all geographies that intersect the one you selected are included as well. To select geographic features within a boundary: 1. On the Mapping toolbar, click the Select Within a Boundary button. The cursor changes to indicate that you have selected the Select Within a Boundary tool. 2. From the Boundary drop-down list choose a layer, to narrow down your geographic features. Note: With regions, the Select Within a Boundary tool applies a minimum bounding rectangle around any selected feature. As a result, any features that border the selected feature are also selected. 3. Click a geography on the map. That geography and any geography that intersects its boundary is included on the map. In the illustration below, the States layer was specified and New Hampshire was clicked. [ User Guide 23

28 Drilling in the Map 4. Repeat this process until you have selected all features of interest. All selections are cumulative and so will all appear on your map together. 5. Once you have selected all your map data, click the Submit Selection button. The map refreshes to display the selected geographies only. Your grid is likewise set to just display data corresponding to the visible geographies on the map. In our illustration, only data records matching the highlighted states appear in the report. Clearing Your Selections Since all selections are cumulative, the LIC provides the Unselect All tool for deselecting all your selections and beginning the selection process anew. To clear all current selections on a map: On the Mapping toolbar, click the Unselect All button. The map refreshes with all green selection indicators removed. Drilling in the Map The Drill tool lets you view more granular levels of data on a selected feature using a geographic hierarchy. Drilled maps display geographic data in the next, more detailed layer. For example, if your data contains Country, State and County data types, drilling on a particular State would reveal detailed County data within that state. You can drill into a map using either the native drilling capabilities of MicroStrategy or using the LIC s drill tool. However, drilling in the LIC works slightly differently from drilling in MicroStrategy. You cannot drill back up using the LIC's drill tool; MicroStrategy may or may not allowing return (upward) drilling depending upon how the drill hierarchy has been configured. MicroStrategy s drill tool allows you to drill across as well as up and down; the LIC only allows downward drilling. The LIC can be configured with drilling overrides, which may result in skipped levels, or drilling to levels other than the next default level. As a result, mixed drilling (that is, using both the MicroStrategy drill tool and the LIC drill tool interchangeably) can have unintended results. We recommend you use one drill tool at a time, and not both simultaneously. Finally, if the map you are viewing does not contain a geographic hierarchy of data, the Drill button on the Mapping toolbar is disabled. Alternatively, if there is a drillable path but the destination is not mappable, you are offered a drillable report but no map is made available. To drill into data on a map: 24 Location Intelligence Component v1.1

29 Chapter 3: Using the Mapping Tools 1. On the Mapping toolbar, click the Drill button. The cursor changes to indicate that you have selected the Drill tool. 2. Click a geographic feature on the map to drill-down within the bounds of that feature. The map refreshes, displaying the drilled geographic feature. In the illustration above, the map contains a State layer, where California was the drill target. Postcodes for which data was available are displayed. User Guide 25

30 Drilling in the Map 26 Location Intelligence Component v1.1

31 Layers and Themes 4 In this chapter: Understanding Layers Hiding and Exposing Layers on Maps Understanding Themes Applying Default and Predefined Themes to Layers Creating Themes Applying Temporary Themes to Layers Deleting Themes

32 Understanding Layers Understanding Layers The Location Intelligence Component (LIC) displays a variety of useful geographical and social landmarks on maps in the form of layers. For example, you may want to analyze data on certain specific county regions and want these counties illustrated on your map for this purpose. There are two types of layers: Static layers A static layer is visible and shows identical details at all zoom levels. Zoomable layers A zoomable layer shows layer details depending on the magnification level; at some zoom settings, zoomable layer details are hidden. Zoomable layering allows you to hide or view select data at predefined magnifications, rather than having to view every feature within scope all at once. Zoomable displays are easier to read and analyze, and are much less cluttered. Zoomable layers use maximum and minimum zoom levels called a zoom range to define when a layer is visible. Only when your map s zoom level is within the zoom range do the layer s details become visible on the map. The Layer Control pane identifies all your layers, both visible and invisible. Zoomable layers are labeled in green if the layer is within its zoom range on the map; labels appear in red if the layer is out of zoom range. When a layer is within zoom range, the details for that layer are also visible on the map. Additionally, any layers that have a theme applied to them are identified as such by a Legend icon. The Layer Control pane organizes layers in the following manner: Report Layers (all geographic features derived from the currently-selected report) My Layers (a group of frequently-viewed layers) Base Map (a collection of basic map layers, providing the foundation for report layer data) In the illustration below, the zoomable layers Counties and U.K. are viewable on the map at the current zoom level, but the Postcode layer is not viewable at the current zoom level. 28 Location Intelligence Component v1.1

33 Chapter 4: Layers and Themes You can also group your layers together. For information on grouping layers, see the Location Intelligence Component Administration Guide. Hiding and Exposing Layers on Maps The LIC offers several layers of data. You can hide and expose your map layers and their labels using the Layer Control pane. You can also view and update your layers by clicking the Layer Control button. When you click the Layer Control button, an identical Layer Control window opens in a separate popup window. The advantage to using the Layer Control button to access the window is that it appears full-sized and you are not required to scroll to view all layers at once. When the tree is open, the Layer Control pane presents the option Visible to indicate whether a feature is exposed on a map and Label to indicate whether a feature s label is exposed. User Guide 29

34 Understanding Layers By default, all map layers are exposed; zoomable layers may not be within zoom range to be visible. By default, all layer labels are exposed unless the feature is so large it does not require a label (for instance, an ocean) or unless a label would cover other features and labels (for instance, a country name covering labels for states and major cities). To hide and expose map layers and labels: 1. In the Layer Control pane, open the directory tree for the targeted layer set. In the illustration below, the layer Sales by State is visible and labeled. 2. Select or deselect the Visible and Label options, as desired. In the illustration below, the state labels are set to invisible. 3. When you are satisfied with your selections, click Update. The map refreshes with the features and labels exposed or hidden, as indicated. 30 Location Intelligence Component v1.1

35 Chapter 4: Layers and Themes Understanding Themes The LIC uses ranged thematic maps to geographically represent the data from a MicroStrategy report on a map. A ranged thematic map presents numeric data using styles like unique colors or symbols according to the values in your data. The LIC offers two ways to apply a theme to a map: Through the Theme Control pane Through the Theme Control window The Theme Control pane, which is always available on the Mapping view, offers a drop-down list of all metrics associated with the currently-selected report. In the illustration below, the report contains a Sales metric, which becomes available in the Theme Control pane options. Additionally, you can select any standard themes defined by your administrator that are relevant to the report. For instance, if your system is configured for pie and bar charts, you can apply a charting theme to your map based on the current report s data. When you select a theme, the legend for the theme appears in the Theme Control window to clarify the statistical analysis presented on the map. The Theme Control window, which is opened using the Theme Control button on the Mapping toolbar, offers you more precise control over the metrics in your currently-selected report. Through the Theme Control window, you can set the range value, the number of ranges and a distribution type for a theme. This window is only relevant for the current report and cannot be used to apply or manipulate your company s standard themes, as defined by your administrator. A ranged theme might assign features to ranges, then represent ranges with identifying colors or symbols, as illustrated below. User Guide 31

36 Understanding Themes Alternatively, if your product is configured for charting capability, some ranges might be represented by a color within a side-by-side bar chart, within a stacked bar chart, or within a pie chart, as in the next illustration. The LIC offers a variety of themes and thematic map styles that you can use with your maps. These styles include predefined color ranges, number of breaks, break points, fonts, and label properties. Label styles can include the column to label with, font size, font face, and label color. If auto-theming is enabled, the default theme is automatically applied to the first metric column in your report. 32 Location Intelligence Component v1.1

37 Chapter 4: Layers and Themes You can use thematic map styles in the following ways: Apply an existing theme Create a custom theme, based on the styles already available Apply a temporary custom theme (single session only) Delete an existing or a custom theme Applying Default and Predefined Themes to Layers You can apply either a default theme or one of your predefined custom themes to a layer using the Theme Control pane in the left-hand toolbar. To apply a default or predefined custom theme to a layer: 1. On the Theme Control pane, select the theme you want to apply to your map from the top dropdown list. 2. Click the Update button. The map refreshes with the theme you chose applied to the map. Also, a legend is displayed in the Theme Control pane. This legend identifies how styles and numeric ranges are being used in the theme selected. Creating Themes You can create a custom theme to apply to map layers using the Theme Control window. With the Theme Control window, you can specify the metric column, distribution type, range size, range values and colors for your custom theme. To create a custom theme: 1. On the Mapping toolbar, click the Theme Control button. The Theme Control window opens. User Guide 33

38 Understanding Themes 2. From the Column drop-down list, select the metric column you want to use. This drop-down list does not have a static label, indicating instead which metrics are available within the active layer. (For example, States layer themes would be labeled States by, while ZIP Code layer themes would be labeled Zips by ). 3. From the Type drop-down list, select the Custom Ranges option. The Custom Ranges option lets you define your own distribution type. Once you select this option, the Range Value fields are enabled. 4. From the # of Ranges drop-down list, select the number of ranges into which you want to split your data (The options are between 2 and 8.) 5. From the Custom Theme drop-down list, select the option None. This prevents any predefined themes overriding your new custom theme. 6. Enter the range breakpoints (numerically) in as many Range Value fields as are required by your theme. 7. With each Range Value, select a unique Color to associate with that value. 8. Select the Save Theme check box and enter a name for the custom theme in the associated field. 9. Once you are satisfied with your selections, click Update. If you selected a targeted layer, your theme is automatically applied to this layer. Your new custom theme now appears in the Custom Theme drop-down list. 34 Location Intelligence Component v1.1

39 Chapter 4: Layers and Themes Applying Temporary Themes to Layers You can apply a temporary theme to a map layer using the Theme Control window. With the Theme Control window, you can specify the metric column, distribution type, range size, range values and colors. To apply a temporary theme to a layer: 1. On the Mapping toolbar, click the Theme Control button. The Theme Control window opens. 2. From the Column drop-down list, select the metric column you want to use. This drop-down list does not have a static label, indicating instead which metrics are available within the active layer. (For example, States layer themes would be labeled States by, while ZIP Code layer themes would be labeled Zips by ). 3. From the Type drop-down list, select the distribution type you want to use. The standard methods for distributing data that you would use are Equal Count Equal Range Standard Deviation Natural Breaks Note: For information on distribution types, see the topic Understanding Distribution Types. 4. From the # of Ranges drop-down list, select the number of ranges into which you want to split your data (The options are between 2 and 8.) User Guide 35

40 Understanding Themes 5. If you want to apply a default or predefined theme s styles to your temporary theme, select a theme name from the Custom Theme drop-down list. Any custom theme you created for the map is listed by name. If you have not saved a custom theme previously, the only selection available is None. 6. Click Update to apply the theme to the layer for this session. Once you log out, the theme is lost and no longer associated with the layer. Understanding Distribution Types There are four standard methods for distributing data within a theme: Equal Count Equal Range Standard Deviation Natural Breaks Equal Count divides all records into similar-sized groupings. If you want to group 100 records into four ranges using equal count, it computes the ranges so that approximately 25 records fall into each range, depending on the rounding factor you set. When using Equal Count (or any other range method), extreme data values may affect your thematic map. For example, if you use Equal Count on the following dataset, Ben and Miguel are grouped in the same range (since they have the two lowest values). This may not produce the results you want since the value for Ben is so much lower than any of the other values. John 5000 Andrea 7000 Penny 6000 Kyle 5500 Miguel 4500 Angela 7500 Linda 5000 Elroy 6000 Ben 100 Mark 7000 Equal Ranges divides records across ranges of equal size. For example, if you have a field in your table with data values ranging from the first to the 100th percentile, and you require a thematic map with four equal size ranges, Equal Ranges produces percentile ranges of 1-25%, 26-50%, 51-75%, and %. The drawback is that this may result in ranges with no data, depending on the distribution. For example, in the table above, only the percentile and the percentile ranges contain data. Natural Break does a better job of demonstrating unevenly-distributed data across columns. Natural Break creates ranges using the average of each range to distribute the data more evenly across the ranges. It distributes the values so that the average of each range is as close as possible to each of the range values in that range. This ensures that the ranges are well-represented by their averages, and that data values within each of the ranges are fairly close together. Standard Deviation breaks at the middle range of the mean of your values, and the ranges above and below the middle range are one standard deviation above or below the mean. 36 Location Intelligence Component v1.1

41 Chapter 4: Layers and Themes Deleting Themes You can delete any default or custom theme that no longer interests you. To delete a theme: 1. On the Mapping toolbar, click the Theme Control button. The Theme Control window opens. 2. From the Custom Theme drop-down list, select the targeted theme name. 3. Click the Remove button to remove the theme name from the list. User Guide 37

42 Index A accessing Mapping pages 6 applying custom themes to layers 33 default themes to layers 33 applying temporary themes to layers 35 B buffered geographies, definition 3 buffered lines and selecting features 22 buttons Drill 12, 25 Grid and Map 8 Grid and Map view 6 Info 12, 16 Layer Control 12, 29 Map 7 Map view 6 Pan 12, 15 Print 12, 16, 18 Select at Point 13, 18 Select Within a Boundary 13 Select Within a Radius 13, 20 Select Within Buffered Line 13, 22 Submit Selection 13, 20 21, Theme Control 13, 33, 35, 37 Unselect All 13, 24 Zoom 13 Zoom In 12, 14 Zoom Out 12, 15 C caching and Mapping pages 6 clearing accumulated selections 24 creating a custom theme 33 cumulative selections, clearing 24 cursors Drill 25 Info tool 16 Pan tool 15 Select at Point tool 18 Select Within a Boundary 23 Select Within a Radius 20 Select Within Buffered Line 22 Zoom In tool 14 Zoom Out tool 15 Custom Ranges usage 34 D deleting default and custom themes 37 distribution types Equal Count 36 Equal Ranges 36 Natural Break 36 Standard Deviation 36 Drill button 12, 25 button, disabled 25 button, unavailable 25 cursor 25 tool 24 drilling into maps, overview 24 E enlarging views of entire maps 14 enlarging views of specific regions of maps 14 Equal Count distribution type 36 Equal Ranges 36 exposing layers on maps 29 F fields, Zoom G geographic data layers 18 MicroStrategy reports 6 Grid and Map view 8 Grid and Map view button 6 Grid view and reports 6

43 Index grids definition 3 filtering data in a buffered geography 23 filtering data in a radius 21 filtering data on a specific point 20 filtering data within a boundary 24 overview 6 synchronized with maps 6 H hiding and exposing layers on maps 29 I images distributed through Narrowcast 9 Info button 12, 16 cursor 16 pane 16 tool 16 L label, definition 3 Layer Control button 12, 29 pane, hiding and exposing layers 30 pane, identifying layers 28 layers accessing via Mapping toolbar 12 applying default and custom themes 33 applying temporary themes 35 definition 4 geographic data 18 hiding and exposing 29 Legend icon 28 overview 28 selection tools 18 static 28 viewing and updating 29 visibility 29 zoomable 28 learning about geographic locations 16 Legend icon 28 legend, definition 4 Location Intelligence Component (LIC) overview 6 M making layers visible 29 Map view 7 Map view button 6 Mapping pages, accessing 6 pages, caching 6 pane 12 toolbar 12, 14 maps accessing via Mapping toolbar 12 drilling 24 hiding and exposing layers 29 printable versions 17 printing 16 recentering 15 saving images 17 setting zoom scales 15 synchronized with grids 6 zooming in 14 zooming out 15 MicroStrategy overview 6 reports, based on geographic data 6 toolbar 6 N NarrowCast and distributed images 9 Natural Break distribution type 36 O overviews drilling into maps 24 layers 28 LIC 6 MicroStrategy 6 themes 31 P Pan button 12, 15 cursor 15 tool 15 panes Info 16 Layer Control 28 Mapping 12 Theme Control 33 polylines definition 4 selecting buffered geographies 22 preventing overriding themes 34 Print button 12, 16, 18 Print Map tool window 16 User Guide MapInfo Corporation. All rights reserved.

44 Index printable versions of maps 17 printing maps 16 R radii and selecting features 20 ranged thematic maps and data 31 recentering maps 15 reducing views of entire maps 15 reports accessing via Mapping toolbar 12 Grid view 6 overview of MicroStrategy reports 6 viewing via Grid and Map button 8 S saving maps 17 Select at Point button 13, 18 cursor 18 tool 18 Select Within a Boundary button 13 cursor 23 tool 23 Select Within a Radius button 13, 20 cursor 20 tool 20 Select Within Buffered Line button 13, 22 cursor 22 tool 22 selecting features within buffered lines 22 layers within a radius 20 specific geographies, Select a Point tool 18 setting zoom scales manually 15 Standard Deviation distribution type 36 static layers 28 styles definition 4 styles, thematic 32 Submit Selection button 13 filtering data on buffered lines 23 filtering data with a radius 21 filtering data within a boundary 24 filtering single-point data 20 T thematic display, definition 4 thematic map styles 32 thematic mapping, definition 4 Theme Control button 13, 33, 35, 37 pane 33 window 33, 35 themes applying default and custom themes to layers 33 applying temporary themes 35 definition 4 deleting 37 overview 31 preventing style overrides 34 toolbars Mapping 14 MicroStrategy 6 tools Drill 24 Info 16 Pan 15 Print Map Select at Point 18 Select Within a Boundary 23 Select Within a Radius 20 Select Within Buffered Line 22 selection tools 18 Zoom 15 Zoom In 14 Zoom Out 15 U Unselect All button 13, 24 V viewing data on layers, Info tool 16 layers on the Layer Control pane 28 report data on maps, Map button 7 reports and maps, Grid and Map button 8 viewing and updating layers 29 views Grid and Map 8 Map 7 W windows Print Map 16 Theme Control 33, 35 Z Zoom button 13 field, manually setting scales 15 3 Location Intelligence Component v MapInfo Corporation. All rights reserved.

45 Index field, zooming in 14 field, zooming out 15 zoom distance, definition 4 Zoom In button 12, 14 cursor 14 tool 14 Zoom Out button 12, 15 cursor 15 tool 15 zoom scales 15 definition 4 Zoom tool 15 zoom value, definition 4 zoomable layers 28 zooming in and out of maps 15 zooming in on maps entire map 14 specific regions 14 zooming out of maps 15 User Guide MapInfo Corporation. All rights reserved.