Territories

Territory Projects allow users to plan optimised geographic areas using Datapack Variables and Networks. Non-overlapping contiguous Territory boundaries can be drawn on the map, with displayed area Summary Statistics of Variables dynamically updated as Territory areas are adjusted. Territories can either be drawn from scratch, or created using existing Networks and Census Areas, and then saved as a new Network for use with other system features.

Creating / Editing Territories

The Territories are built using Census Areas, and are drawn and edited on the Map. Territory optimisation features that are located in the Project Menu, within Summary Statistics, and Passive Networks. The regular Map Tools are also available.

1. From Home, select ' My Territories' and create a New Project or edit an existing Project.

2. Within 'Add Territory', :

   • Name the territory.

   • Add any relevant Tags (separated by a comma) for displaying and filtering Projects once saved as a Network.

   • Click on the coloured box to adjust the Area's colour.

   • Select the measurement which will be used for adding census areas to the territory.

     • Marquee Tool: Select individual census areas to add using the hand icon at the top centre of the screen. Alternatively, use the shape icon adjacent to it to draw an area to add to the territory.

     • Passive Networks: Using the “Display Passive Network” drop-down, select a common network of locations which will be loaded onto the map. Select individual location pins to have the trade area of that site added to the territory’s area.

   • Within 'Summary Statistics', select up to six relevant Datapack Variables to dynamically view while drawing/editing the Areas. Persons 18+ and Households are enabled by default.

3. Draw the Territory on the Map to assign Census Areas to the selected Territory.

4. Select 'Save Territory' to finish, or 'Clear' to revert back to the last saved Territory Census Area selection

5. Within 'Territories' beneath, select prior Areas to delete or edit and follow the same process

Territories

Within a Territory Project users can draw non-overlapping Territories. Each Census Area can only be assigned to one Territory.

1. If editing first select the Territory from 'Territories'. 

2. Within 'Add Territory', select 'Enable add/edit territory'.

   • Individual Census block: click on a block on the map to assign the Census Area to the Territory, and again to remove it.

   • Multiple blocks: use the Marque Tool to draw a shape, adding or removing Census Areas depending on the 'Marque Tool Selection' option highlighted in the Menu. Click the Marque Tool icon at the top of the Map, then click on the Map to begin drawing the shape. Click around the desired area to draw a polygon, and double-click or click on the original circle to finish. This will convert the drawn shape to a Census Area selection.

3. 'Save Territory'.

Changing Colours

1. Activate editing of the Territory (as explained above) using 'Enable add/edit territory'

2. Click on the coloured square to open the colour definition box

3. Use the vertical slider over the colour spectrum to select a hue, and drag the circular symbol over the left box to select the tone

4. Alternatively, enter in the Hex, RGB or HSB code for a specific colour

5. Click the rainbow circle in the bottom right to save

Exporting

Territory Builder Projects can be converted to Networks, with each Territory becoming an individual Network Location. The process will create geographic centroids for the Network points. Networks include a range of Export Options for downloading details of the Territories, such as Census Areas.

1. Within the Territory Builder Project, select 'Save as a New Network'.

2. Open 'Networks' from the Home screen and select the newly created Network version of Territory.

3. See 'Export Options' within the Network Menu to download geographic information.