EasyTerritory Territory Visual for Power BI Configuration

Overview:

The EasyTerritory Territory Visual provides two options when presenting your data on a map in Power BI- territory or point data.  This documentation is divided into two sections.  First, directions to load territory data on the map visual, and second, directions to load record data as points.

Load territory data:

Step 1: Create territories in EasyTerritory
  • Open or create an EasyTerritory Project and after creating or editing territories.  Click on the shape stats icon in the markup panel and after the ‘markup statistics’ dialogue opens click ‘export’.
  • Click the download icon and when the ‘choose your download activity’ dialogue opens click ‘download your project’s visable markup to a GeoJson File’
Step 2: Add EasyTerritory Power BI visual and load business data in your Power BI report
  • Load your ‘shape stats’ export file from EasyTerritory into Power BI.
  • You may also load from another data source as long as there is a column that holds the name of the territories.
  • Click on ‘EasyTerritory Territory Visual’ from the options of visuals inorder to add to the report.
Step 3: Add data source columns from Power BI to the EasyTerritory Visual.
  • Add the territory ‘name’ column of your data source into the ‘Territory Markup Name Field’ category field.
  • Add any metric column from your data source into the the ‘Territory Aggregated Value’ value field.
  • ‘Additional Data Columns’ will hold columns from your data source to display in the tool tips.
Step 4: Configure fields in EasyTerritory Power BI Visual
  • Pull the territory ‘name’ column of your data source into the ‘Territory Markup Name Field’ category field.
  • Pull any metric column from your data source into the the ‘Territory Aggregated Value’ value field.
  • ‘Additional Data Columns’ will hold columns from your data source to display in the tool tips.

Step 5: Enter Azure Maps Key and GeoJson Url
  • If you do not have an Azure Maps key, no problem. Directions on how to get a free Azure Maps Key.
  • Enter your Azure Maps Key in the ‘EasyTerritory Map Settings’ section of the format panel in Power BI.
  • Enter the URL of the GeoJson in ‘EasyTerritory Map Settings’ Section of the format Panel in Power BI.
  • Optionally enter the EasyTerritory project Id URL into the ‘EasyTerritory Project Url’ input field if you would like a direct link to your EasyTerritory project from Power BI.
    • – Please contact an EasyTerritory admin to ensure your EasyTerritory application permits connections to your Power BI instance.

Step 6: EasyTerritory Visual Features

Classifications

    • Assign a color gradient to each territory on your map based on an exact or a range of values from the ‘Territory Aggregated Data Column’.
    • This is helpful when analyzing how territories are performing based on a certain metric.

Geospatial Search

    • Search for address location to quickly identify what territory the location exists in or if you have loaded points in your map, search for nearest neighbor.
    • Make sure under ‘EasyTerritory Map Settings’ that you have set ‘Geospatial search on layer’ to ‘On’.

Address Search

    • Search for address location to quickly identify what territory the location exists in.

Interaction between other Visuals

    • Click a territory on the map to highlight that territory in the visual and other visuals in your report.
      • In order to sync colors between the EasyTerritory Visual and other ‘out of the box visuals’ please ensure the column you pull into ‘Territory Aggregated Column’ is the same column you pull into the ‘value’ column in other ‘out of the box’ visuals.
      • – Somestims, with alot editing to your different visuals your colors might get out-of-sync with your EasyTerritory Visual.  To sync the colors please make sure the above step is completed and refresh your page.
      • To turn off multicoloring for territories go to ‘EasyTerritory Map Settings’ in the format panel and turn ‘Territory Colors’ off.

Filtering:

    • To limit the territories that are seen on the map based on a given factor. Click the ‘Filters’ icon next to the Visualizations tab and either filter only the EasyTerritory Visual or all the visuals on the page.
    • In the below example the report is filtering all the visuals on the page based on the ‘markup’ column.

Show Data

    • To display the map and data associated with the territories, right click on a territory and select ‘show data’.

Load Records as Points

Step 1: Geocode records in EasyTerritory
  • Open or create an EasyTerritory Project and use the upload button and select ‘import address records from EXCEL or CSV’.  You will then see your records are geocoded and pinned on the EasyTerritory map.
Step 2: Add EasyTerritory Power BI visual and load business data in your Power BI report
  •  In EasyTerritory use a drawing tool to select the region of points you would like to import into Power BI.  After those points are loaded into the EasyTerritory data grid select the download button and select ‘download your data gird results to a csv’.
  • Once the CSV document is download locally on your machine upload that data source into Power BI.
Step 4: Configure fields in EasyTerritory Power BI Visual
  • Pull the territory ‘name’ column of your data source into the ‘Name Column’ category field.
  • Pull any metric column from your data source into the the ‘Aggregated Value’ value field.
  • ‘Additional Data Columns’ will hold columns from your data source to display in the tool tips.
  • It is required that you add the latitude and longitude columns from the EasyTerritory geocode operation.

Step 5: Enter Azure Maps Key and GeoJson Url
  • If you do not have an Azure Maps key, no problem. Directions on how to get a free Azure Maps Key.
  • Enter your Azure Maps Key in the ‘EasyTerritory Map Settings’ section of the format panel in Power BI.
  • No need to enter a value in the ‘GeoJSON URL’ setting so leave setting as is.
  • Optionally enter the EasyTerritory project Id URL into the ‘EasyTerritory Project Url’ input field if you would like a direct link to your EasyTerritory project from Power BI.
    • – Please contact an EasyTerritory admin to ensure your EasyTerritory application permits connections to your Power BI instance.

We’d love to hear from you.  If you need any assistance, want to give suggestions, or overall feedback, please email us at sales@easyterritory.com