Location Intelligence Component

Transcription

1 Location Intelligence Component Version 1.0 for Business Objects XI 3.0 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 Pitney Bowes Software Inc., One Global View, Troy, New York Pitney Bowes Software Inc. All rights reserved. MapInfo, the Pitney Bowes MapInfo logo, and Location Intelligence Component are trademarks of Pitney Bowes Software Inc. and/or its affiliates. Americas: Phone: (518) Fax: (518) Sales: (800) Government Sales: (800) Technical Support: (518) Technical Support Fax: (518) UK and EMEA: Phone: Fax: Technical Support: Asia Pacific: Phone: Fax: Technical Support: Contact information for all Pitney Bowes MapInfo offices is located at: 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. June 2008

3 Table of Contents Chapter 1: Location Intelligence Component Overview Introducing the Location Intelligence Component Typographical Conventions Terminology Chapter 2: Viewing Maps Overview Viewing Maps Navigating in Map & Report Mode Exporting to PDF in Map & Report Mode Viewing Maps on Dashboards Chapter 3: Using the Mapping Tools The Mapping Toolbar The General Mapping Toolbar Using Map Viewing and Printing Tools Zooming Into Maps Zooming Out of Maps Manually Setting a Zoom Scale Recentering a Map Getting Information About a Location on a Map Printing a Map Saving a Map Viewing Mapped Data with the Info Tool Viewing Mapped Data on the Info Pane Viewing Mapped Data in Info Tooltips Using Selection Tools Selecting a Specific Geography Selecting a Geography Within a Radius Selecting a Buffered Geography Selecting Geographies by Boundaries Clearing Your Selections User Guide 3

4 Table of Contents Drilling in the Map Drilling in LIC versus Business Objects Chapter 4: Understanding and Applying Layers and Themes Understanding Layers Hiding and Exposing Layers on Maps Understanding Themes Applying Default and Predefined Themes to Layers Creating Themes Applying Temporary Themes to Layers Understanding Distribution Types Deleting Themes Chapter 5: Report and Map Formats Overview of Supported Report Formats Reports with Sections Reports with Breaks Reports with Multiple Tabs Appendix A: Language and Locale Settings Understanding Language and Locale Settings Changing Language and Locale Settings Index Location Intelligence Component v1.0 for Business Objects XI 3.0

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 Business Objects technology, the Location Intelligence Component (LIC) works out-of-thebox 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 Business Objects InfoView and Dashboard interfaces. 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 the shade of blue. A layer of sales and expenses data has been added in the form of stacked bar charts. Figure: Sample LIC Mapped Data The two data viewed together provide a powerful understanding of how location impacts your organization. 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 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. 6 Location Intelligence Component v1.0 for Business Objects XI 3.0

7 Chapter 1: Location Intelligence Component Overview 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). User Guide 7

8 Terminology Terminology The following table provides definitions for all abbreviations, acronyms, and definitions of common location intelligence terminology used in this guide. Term buffered geographies label layer legend polyline style theme thematic display thematic mapping 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 text annotation of an object on a map, such as the name of a street. 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 zoom value zoom distance The size or width of a displayed map in miles or kilometers. 8 Location Intelligence Component v1.0 for Business Objects XI 3.0

9 Viewing Maps 2 In this chapter: Overview Viewing Maps Viewing Maps on Dashboards

10 Overview Overview You can use the LIC to convert any report based on geographic data (for example, a postcode) into a map. AnalyticalReporting is a modified version of the default Business Objects InfoView web application that provides this mapping integration. On the InfoView toolbar, there are a variety of options available for viewing the report data. The LIC provides the following two options: Map mode, which presents a map display of the data Map & Report mode, which presents both the original report and the map display of the data In the Map & Report mode, the report and the map are generated from the same data; therefore, the two views are synchronized. As a result, if you update something in the report, the map automatically reflects this change; if you edit the map, the report is also updated. Viewing Maps The LIC provides a map view of report data on the Business Objects InfoView client. To view report data on a map in Business Objects, you must have a report open. To access the LIC mapping pages: 1. In your Business Objects InfoView, open a report. The report opens in the Report view. 10 Location Intelligence Component v1.0 for Business Objects XI 3.0

11 Chapter 2: Viewing Maps 2. From the View menu, select one of the following two options: To view the report data on a map, select Map mode. The Map viewing mode opens with a geographic representation of the report data. User Guide 11

12 Viewing Maps To view both the report and a map of the report data, select Map & Report mode from the View menu. The Map & Report viewing mode opens with a geographic representation of the report data at the top of the window and the report in a table format below. 12 Location Intelligence Component v1.0 for Business Objects XI 3.0

13 Chapter 2: Viewing Maps Note If Map mode and Map & Report mode are disabled on the View menu, this means you are not included in the User Group that is established by your LIC Administrator to grant mapping access. 3. To return to the report from either Map mode or Map & Report mode, click the View in Report mode button. Navigating in Map & Report Mode When you are in the Map & Report viewing mode, the following set of page navigation tools are located between the map and report: Tool Description Goes to the first page of the report. Goes to the previous page of the report. Goes to the next page of the report. Goes to the last page of the report. Exporting to PDF in Map & Report Mode When you are in the Map & Report view, you also have the ability to export the map and report to PDF using the button that is located between the map and report: Once you have exported the map and report to PDF, you print or save the PDF file to your local file system. Note If you are a report designer or have the rights to edit the report, you can use the Business Objects report formatting functions to adjust the output s appearance (such as margins). User Guide 13

14 Viewing Maps The figure below shows a report and map that has been exported to PDF. Bookmarks appear in the left pane so that you can navigate to each section in this example, as well as to the map which appears at the end of the PDF document. The map page does not have a page number on it, so that it can be attached to the front of a printed PDF document if required. Note If a previous PDF map and report browser was open during PDF export, the map and report browser is refreshed and brought forward for viewing. 14 Location Intelligence Component v1.0 for Business Objects XI 3.0

15 Chapter 2: Viewing Maps Viewing Maps on Dashboards A dashboard is a customized view that contains the objects (for example, critical business measures) that a user views on a regular basis. These objects are displayed according to settings that are defined by the user. The LIC provides the ability to add a map to a dashboard using InfoView. Two types of maps can be added to a dashboard: Basic maps that are static with no mapping tools. Enhanced, dynamic dashboard maps that provide interaction via mapping tools. User Guide 15

16 Viewing Maps on Dashboards When a dynamic dashboard map is present, the following subset of the Mapping toolbar is available: This subset of tools includes Zoom in, Zoom out, Pan, Theme Control, and Zoom (see The Mapping Toolbar in Chapter 3 on page 18 for descriptions of these mapping tools). You can also add a legend to your map, which appears as a separate dashboard object in its own view. 16 Location Intelligence Component v1.0 for Business Objects XI 3.0

17 Using the Mapping Tools 3 Once in the Map View, you can use the map viewing and printing tools to view and analyze your report 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 Viewing Mapped Data with the Info Tool Using Selection Tools Drilling in the Map

18 The Mapping Toolbar The Mapping Toolbar The Mapping toolbar appears on the Mapping pane. The buttons on this toolbar assist you in accessing layers and reports, and editing, refreshing, and printing the current view. This section provides details on each of the buttons on the Mapping toolbar, illustrated below. Figure: General Mapping Toolbar Most buttons on the Mapping toolbar remain enabled until another Mapping button is selected, allowing you to perform the action repeatedly. The General Mapping Toolbar 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 Map 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 18 Location Intelligence Component v1.0 for Business Objects XI 3.0

19 Chapter 3: Using the Mapping Tools Button Name Description Layer Control Theme Control Select at Point Select Within a Radius Select Within Buffered Line Select Within a Boundary Unselect All Submit Selection Zoom Opens the Layer Control window. The Layer Control window controls visibility of default and pre-defined map layers and layer labels. Opens the Theme Control window in the Map view. The Theme Control window lets users 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 report. The resulting map and report contain only the selected records -and geographic features. 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 19

20 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 Maps on page 20 Zooming Out of Maps on page 21 Manually Setting a Zoom Scale on page 21 Recentering a Map on page 21 Getting Information About a Location on a Map on page 22 Printing a Map on page 22 Saving a Map on page 24 For information on the Layer Control button and the Theme Control button, see the chapter Understanding and Applying Layers and Themes on page 37. Zooming Into Maps 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. 20 Location Intelligence Component v1.0 for Business Objects XI 3.0

21 Chapter 3: Using the Mapping Tools Zooming Out of Maps 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 21

22 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. The Info tool also offers layer data through Tooltips, when you pause the tool over a feature. 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. If you select a point on the map where multiple features exist, you can page through a list of items on the Info tool. For illustrations and further details on the Info pane, see Viewing Mapped Data with the Info Tool on page 24. In addition, the Info tool also provides information on layer data through tooltips. For more information on using the Info tool s tooltips with mapped reports and on dashboards, see Viewing Mapped Data in Info Tooltips on page 26. 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. Figure: Print Map Window 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. 22 Location Intelligence Component v1.0 for Business Objects XI 3.0

23 Chapter 3: Using the Mapping Tools 5. Click OK. A new browser window displays a printable version of your map, including your title and subtitle, and if applicable, a legend. Figure: Printable Map 6. Click the Print button in your browser s toolbar to print the map. User Guide 23

24 Viewing Mapped Data with the Info Tool 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 The Save button that appears above the map window (to the left of the View in Report mode button) only saves modifications made to the report via drilling or filtering; it does not save map images. Changes made via LIC-specific functions, such as zooming and applying themes, are also not saved with this button. To save an image of a map: 1. On the Mapping toolbar, click the Print button. The Print Map window opens (see illustration in step 1 of Printing a Map on page 22). 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. Viewing Mapped Data with the Info Tool The LIC allows you to view all data mapped from a report using the Info tool. The Info tool displays report details in two ways: On the Info tool pane On the map itself, in tooltips 24 Location Intelligence Component v1.0 for Business Objects XI 3.0

25 Chapter 3: Using the Mapping Tools Viewing Mapped Data on the Info Pane When viewing regular document data on a map, the Info pane is provided with every LIC map. Figure: Map View With The Info Pane Note The Info pane is not available in the dashboards environment. The Info pane exposes all details drawn from the report through the theme. The Info pane illustrations below demonstrate data that includes a ranged theme based on metrics by county. All data are drawn from the report (Sales, Expenses, Product Returns, and Travel Exp) appear in the Mapping pane and are explicitly defined in the Info pane. Figure: Sample Info Panes Mapped Reports Mapped Reports with Multiple Metrics With mapped reports, the Info tool exposes the themed data immediately, changing to more granular details as you drill and zoom. When the Info tool offers multiple panes of report data, one of two things is being displayed: User Guide 25

26 Viewing Mapped Data with the Info Tool You have selected a location to which multiple objects apply (for instance a state boundary, where metrics from both states are within click tolerance) The report data involves multiple categories for a single geography (for instance, sales metrics for Nebraska based on the four categories Books, Movies, Electronics and Music) With multiple panes of data, you can browse directly on the Info pane to view details for each category. You can also see data from your basemap if your administrator has applied this option for your company. To view mapped data in the Info pane: 1. Display an LIC map based on a regular report document. 2. On the Mapping toolbar, click the Info tool. The cursor changes to indicate that you have selected the Info tool. 3. Left-click the map location of interest on the map. The Info pane automatically populates with details on that location. Left-clicking on different sites populates the Info pane with details for each new location. Viewing Mapped Data in Info Tooltips Tooltips are available on maps drawn from regular documents. This section describes how to view tooltips on maps. Currently, the LIC does not offer tooltip functionality for maps drawn from dashboard documents. 26 Location Intelligence Component v1.0 for Business Objects XI 3.0

27 Chapter 3: Using the Mapping Tools Viewing Tooltips Map tooltips expose only the key themed details for the targeted location. For example, in the example below, the tooltip exposes the Customer State (Oregon) and the Revenue for that period ($1,546,183). Figure: Sample Info Tooltip on a Map From a Regular Document To view mapped data using the Info tooltips: 1. Display an LIC map based on any regular or dashboards document. 2. On the Mapping toolbar, click the Info tool. The cursor changes to indicate that you have selected the Info tool. 3. Hover the mouse over the location of interest on the map. The associated tooltip is displayed automatically. If no data is associated with this site at this drill or zoom level, a message to that effect appears instead. 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 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 28 Selecting a Geography Within a Radius on page 30 Selecting a Buffered Geography on page 32 Selecting Geographies by Boundaries on page 33 Clearing Your Selections on page 34 User Guide 27

28 Using Selection Tools 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. 2. Insert your cursor on the feature you want to select. Your selection is outlined in green to indicate it has been selected. Note The Select at Point tool applies a minimum bounding rectangle around any selected feature. As a result, any features that intersect this minimum bounding rectangle 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. 28 Location Intelligence Component v1.0 for Business Objects XI 3.0

29 Chapter 3: Using the Mapping Tools Figure: Specific Geographies, Selected 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. 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 report is likewise set to just display data corresponding to the visible geographies on the map. User Guide 29

30 Using Selection Tools Figure: Specific Geographies, Submitted 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. 30 Location Intelligence Component v1.0 for Business Objects XI 3.0

31 Chapter 3: Using the Mapping Tools 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. Figure: Radius Geographies, Selected 4. When you are satisfied with the size of the circle, release the mouse button. All targeted data is outlined in green to indicate it has been selected, as illustrated below. Figure: Radius Geographies, Captured 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. User Guide 31

32 Using Selection Tools 6. Once you have selected all your map data, click the Submit Selection button. The map refreshes to display the selected geographies only. Your report 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. 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. Figure: Buffered Geographies, Selected 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. 32 Location Intelligence Component v1.0 for Business Objects XI 3.0

33 Chapter 3: Using the Mapping Tools Figure: Buffered Geographies, Captured 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 report 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 objects from the report 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. 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. User Guide 33

34 Drilling in the Map That geography and any geography that intersects its boundary is included on the map. In the illustration below, all of the points that intersect with the New England States layer are selected. Figure: Boundaried Geographies, Selected 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 report 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. 34 Location Intelligence Component v1.0 for Business Objects XI 3.0

35 When you drill down on a map, you are also drilling down on the report. Chapter 3: Using the Mapping Tools Drilling in LIC versus Business Objects You can drill into a map using the LIC s drill tool. However, drilling in the LIC works slightly differently from drilling in Business Objects. The Business Objects drill tool allows you to drill across as well as drilling up and down; the LIC only allows downward drilling to the next level. The LIC can be configured with drilling overrides, which may result in skipped levels, or drilling to levels other than the next default level. When you drill through, this switches to another report altogether; that is, if you try to drill up to the previous level using Business Objects it will not work since the drilling rules of this drilledthrough report apply. If a drill path is set up to skip a level where there is no geographic data available, for example, but you use the Business Objects drill tool to drill to this level, an attempt to generate the map at this level will fail. When in Map & Report mode, right-click menu options for drilling on the report are not available. As a result, mixed drilling (that is, using both the Business Objects drill tool and the LIC drill tool interchangeably) can have unintended results. We recommend you check with your LIC Administrator about customized drill configurations. To drill into data on a map: 1. From the report, place Business Objects into drill mode if it is not already. 2. Generate the map in either Map mode or Map & Report mode. 1. On the Mapping toolbar, click the Drill button. The cursor changes to indicate that you have selected the Drill tool. Note If you did not first place Business Objects into drill mode, the Drill tool is disabled. 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. User Guide 35

36 Drilling in the Map Figure: LIC Drilling In the illustration above, the map contains a State layer, where California was the drill target. County codes (for example, and 06027) for which data was available are displayed upon drilling. Note When drilling in Map & Report mode, the report also reflects the drilling that you performed on the map. 36 Location Intelligence Component v1.0 for Business Objects XI 3.0

37 Understanding and Applying 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

38 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 Visible option has been selected and the layer is within its zoom range on the map; if either of these is not the case, the details for that layer are not displayed on the map. Labels appear in red if either the Visible option is deselected or the layer is out of zoom range. The Layer Control pane organizes layers in the following manner: Report Layers (all geographic features derived from the currently-selected report) My Layers (a personalized way to group, hide or expose your basemap layers) Base Map (a collection of map layers, providing the foundation for report layer data) 38 Location Intelligence Component v1.0 for Business Objects XI 3.0

39 Chapter 4: Understanding and Applying Layers and Themes 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. Figure: Layer Control Pane With Zoomable Layers 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. Figure: 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. User Guide 39

40 Understanding Layers When the tree is open, the Layer Control pane presents two options: Visible, to indicate whether a feature is exposed on a map Label, to indicate whether a feature s label is exposed. Visible By default, all map layers are exposed; zoomable layers may not be within zoom range to be visible. Layers are labeled in green if the Visible option has been selected and the layer is within its zoom range on the map; if either of these is not the case, the details for that layer are not exposed on the map. Labels appear in red if either the Visible option is deselected or the layer is out of zoom range. Therefore, if the layer is marked Visible and appears in green font, the layer details are exposed and you can view them. If the layer is marked Visible and appears in red font, the layer details are exposed but are out of zoom range. Label Also 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 State: State is visible and labeled. Figure: Visible Layer Labels 2. Select or deselect the Visible and Label options, as desired. 40 Location Intelligence Component v1.0 for Business Objects XI 3.0

41 In the illustration below, the state labels are set to invisible. Figure: Invisible Layer Labels Chapter 4: Understanding and Applying Layers and Themes 3. When you are satisfied with your selections, click Update. The map refreshes with the features and labels exposed or hidden, as indicated. Understanding Themes The LIC uses ranged thematic maps to geographically represent the data from a 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: Using the Theme Control pane Using 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 next illustration, the report contains a Sales metric, which becomes available in the Theme Control pane options. User Guide 41

42 Understanding Themes Figure: Theme Control Pane 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 pane 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 theme in your currently-selected report. Figure: Theme Control Window 42 Location Intelligence Component v1.0 for Business Objects XI 3.0

43 Chapter 4: Understanding and Applying Layers and Themes 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. Figure: Sample Ranged Theme 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. User Guide 43

44 Understanding Themes Figure: Sample Pie Chart Theme 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. 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 44 Location Intelligence Component v1.0 for Business Objects XI 3.0

45 Chapter 4: Understanding and Applying Layers and Themes 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. Figure: Theme Control Pane, Custom Theme Applied 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. In the case of chained themes, where multiple themes were defined one inside another, two or more legends appear in the Theme Control pane. 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. For an illustration of this window, see Theme Control Window on page 42. User Guide 45

46 Understanding Themes 2. From the first drop-down list, select the metric column you want to use. Note This drop-down list does not have a static (fixed) label. 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. 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. For an illustration of this window, see Theme Control Window on page From the first drop-down list, select the metric column you want to use. Note This drop-down list does not have a static (fixed) label. For example, States layer themes would be labeled States by, while ZIP Code layer themes would be labeled Zips by. 46 Location Intelligence Component v1.0 for Business Objects XI 3.0

47 Chapter 4: Understanding and Applying Layers and Themes 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 Ranges Natural Breaks Standard Deviation Custom Ranges Note For information on distribution types, see the topic Understanding Distribution Types below. 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. 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 five standard methods for distributing data within a theme: Equal Count Equal Ranges Natural Breaks Standard Deviation Custom Ranges 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. When using Equal Count (or any other range method), extreme data values may affect your thematic map. User Guide 47

48 Understanding Themes 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 the percentile range does not contain any data. Natural Breaks does a better job of demonstrating unevenly-distributed data across columns. Natural Breaks 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. Custom Ranges are fixed ranges that you specify. Once you select this option, the Range Value fields are enabled in the Theme Control window. Distribution Break Points Themes only apply to data in the report that matches data in the spatial datasource. For example, a report could have 100 rows but only 50 of those are mappable; therefore, only those 50 rows will be used when calculating the distribution break points. As a result, the distribution break points that the LIC calculates do not seem to match the data in the report. 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 thelist. 48 Location Intelligence Component v1.0 for Business Objects XI 3.0

49 Report and Map Formats 5 In this chapter: Overview of Supported Report Formats Reports with Sections Reports with Breaks Reports with Multiple Tabs

50 Overview of Supported Report Formats Overview of Supported Report Formats The Business Objects LIC supports reports that contain sections, breaks, multiple tabs, and a combination of all of these features in the same report. Reports in these formats can be viewed in both Map mode and Map & Report mode (see the chapter Viewing Maps in Chapter 2 on page 10). Reports with Sections To make reports easier to navigate, they are sometimes divided into sections that group related data together. The tables in a section only display the data relevant to the dimension on which the section is created. Reports can have multiple levels of sections. A section can be a sub-section of another section (nested sections). In the figure below, sales are broken into three sections: Year, Quarter, and Category (Lines). 50 Location Intelligence Component v1.0 for Business Objects XI 3.0

51 Chapter 5: Report and Map Formats Once you have generated a map, using the Info tool retrieves section information as well as attributes defined within the report. In the example below, the Year, Quarter, and Category (Lines) are all shown in the Info pane. Note InfoView s navigation map is not supported in Map & Report mode for sectioned reports. User Guide 51

52 Overview of Supported Report Formats Duplicate Records in Sectioned Reports In some circumstances, you may need to apply a filter on a sectioned report prior to rendering a map to avoid duplicate records. For example, if a report is sectioned by four sales quarters, the rendered map will have four records for each city and the content of the thematic display will be arbitrary. The Info tool will show all records at the same location, verifying that there are duplicate records. The figure below is a map generated from a report sectioned by quarter. When you click on the city of Houston with the Info tool, four records are available in the Info pane, one for each quarter. 52 Location Intelligence Component v1.0 for Business Objects XI 3.0

53 Chapter 5: Report and Map Formats By applying a filter on the quarter prior to rendering the map, you can prevent the duplicate records from appearing on the map. The figure below shows a sectioned report that has been filtered on quarter prior to rendering the map. Upon generating the map, the Info tool shows only one record for the city of Houston. User Guide 53

54 Overview of Supported Report Formats Reports with Breaks A break is a division in a table. Breaks in tables organize how information is presented by grouping related information together and displaying subtotals for each group of information when required. In the figure below, the report shown displays sales revenue and quantity sold, broken down by state along with subtotals for each state. 54 Location Intelligence Component v1.0 for Business Objects XI 3.0

55 For the purpose of the map display, breaks in a report are ignored. Chapter 5: Report and Map Formats User Guide 55

56 Overview of Supported Report Formats Reports with Multiple Tabs Business Objects displays reports with multiple tabs when your drill preference is set to drill on a duplicate report, when the report contains multiple queries, or when a report is based on one query but presents different views of that same query. The LIC supports the rendering of maps from reports displayed in multiple tabs (see figure below). The map that is rendered reflects the report on the active (selected) tab, in this example it is the Sales by State tab. 56 Location Intelligence Component v1.0 for Business Objects XI 3.0