EasyTerritory Territory Visual for Power BI Configuration with Territory Polygons

Overview:

If you would like to demo this visual, please download and unzip our Power BI report.

In order to display territories, the EasyTerritory Territory Visual requires an EasyTerritory Enterprise subscription.  To obtain an EasyTerritory Enterprise subscription, please register here.

This documentation is divided into three sections.

• Building territory polygons in EasyTerritory Enterprise
• Loading territory data into a Power BI data model
• Configuring EasyTerritory Territory Visual

Building territory polygons in EasyTerritory Enterprise:

EasyTerritory Enterprise allows you to create your territory polygons from a variety of geography types included ZIP Code (Postal Code), County, State, or Country Boundaries.  The end result is a single polygon for each territory that can be used to create heat maps or drill-through reports.

• Step 1: In EasyTerritory Enterprise build your territories following the steps in this video.
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• Step 2: If you have a ‘Group’ configured in your EasyTerritory project, you can build group-level polygons for a drill-down in the EasyTerritory Visual.
  • Optional: To include parts in your hierarchy, build or re-build your territories with the point layer from the EasyTerritory catalog included in your project.
  • Required: To build the group territory geometry run the below workflow.
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• Step 3: Configure and run the Project Markup Plugin.
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  Load territory table data into Power BI data model via the EasyTerritory Data Connector:

  Use the EasyTerritory Power BI Connector to load territory data into Power BI.           

  • Step 1: Download the EasyTerritory Connector and load the connector to your instance of Power BI Desktop.
  • Step 2: Browse to the EasyTerritory Connector to load territories into data model.
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  • Step 3: Configure the EasyTerritory Connector.
    • Enter your EasyTerritory URL, project ID and your service username and password.
    • Create a service user in EasyTerritory.
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  • Step 4: Select ‘EZT Hierarchy’, confirm there are no errors, and load into Power BI report.
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  • Step 5: Optional: Create a hierarchy based on territory grouping from EasyTerritory project.
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  Configuring EasyTerritory Territory Visual with territory polygons:

  Create and populate required visual fields to display territories in a Power BI report.

  • Step 1: Under the Visualizations tab in your Power BI report click the three dot ellipse and select ‘Import a visual from a file’. Browse to the EasyTerritory Territory Visual .pbiviz file.
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  • Step 2: Select the visual and under the ‘Fields’ panel add required fields:
    • Name Column – Name of your territories that will be used to group your data. This can be a hierarchy.
    • Classification Column – a number or text field that will be used to determine the desired classification grouping.
    • Primary Keys– text field from EasyTerritory Power BI custom connector that maps the ‘Name Column’ to territory geometry. This needs to always be ‘Primary Keys’ from your data model.
    • Latitude, Longitude – if you have a hierarchy and desire to load territory parts, add to these ‘Part Latitude’ and ‘Part Longitude’ respectively.
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  • Step 3: Under the ‘Format’ panel add fields:
    • Data Type – (required) ‘Territories’ or ‘Points’. In this case of loading a territory hierarchy, select ‘Territories’.
    • EasyTerritory Enterprise URL – (required) Enter your EasyTerritory Enterprise Instance URL : https://apps.easyterritory.com/{GUID}/{Site}
    • Project ID – (required) Enter your EasyTerritory project ID.
    • Azure Maps key – (optionally) Enter your Azure Maps key.
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  If you need any assistance, want to give suggestions, or overall feedback, please email us at support@easyterritory.com