User Guide - Product Documentation

MapInfo
Location Intelligence
Component
version 1.1
for MicroStrategy®
USER GUIDE
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May 2007
Table of Contents
Chapter 1: Location Intelligence Component Overview . . . . . . . . . . . . . . . . . . . . 1
Introducing the Location Intelligence Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Typographical Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Terminology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Chapter 2: The Location Intelligence Component . . . . . . . . . . . . . . . . . . . . . . . . . 5
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Accessing the Mapping Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Chapter 3: Using the Mapping Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
The Mapping Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Using Map Viewing and Printing Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Zooming Into a Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Zooming Out of a Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Manually Setting a Zoom Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Recentering a Map. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Getting Information about a Location on a Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Printing a Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Saving a map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Using Selection Tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Selecting a Specific Geography . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Selecting a Geography Within a Radius . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Selecting a Buffered Geography . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Selecting Geographies by Boundaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Clearing Your Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Drilling in the Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Chapter 4: Layers and Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Understanding Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Hiding and Exposing Layers on Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Understanding Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Applying Default and Predefined Themes to Layers . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Location Intelligence Component v1.1
1
Table of Contents
Creating Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Applying Temporary Themes to Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Deleting Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
2
User Guide
Location Intelligence
Component Overview
In this chapter:
Š
Š
Š
Introducing the Location Intelligence Component . . . . . . . . . . . . .2
Typographical Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
1
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.
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Location Intelligence Component v1.1
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
Meaning
<angle brackets>
Angle brackets are used for text that acts as a
placeholder for information you provide. For
example, <string@string> represents an email
address. You should replace string@string with
the actual email address.
Italics
Italicized formatting is used for book titles (for
example, Location Intelligence Component User
Guide).
Courier
Courier font is used for text that you type (for
example, a directory path or a URL).
Bold
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
Definition
buffered geographies
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.
grid
A report that includes tabled data.
label
A text annotation of an object on a map, such as the name of a street.
User Guide
3
Terminology
Term
Definition
layer
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.
legend
Identifies the theme style used to illustrate data on a thematic map (for
instance, colors to illustrate population ranges in a given State).
polyline
A user-defined line containing multiple points. Any geographic feature
intersecting or within the buffer distance of the line is selected.
style
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.
theme
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.
thematic display
thematic mapping
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
The Location Intelligence
Component
In this chapter:
Š
Š
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Accessing the Mapping Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
2
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.
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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
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
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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
Accessing the Mapping Pages
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Location Intelligence Component v1.1
Using the Mapping Tools
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:
Š
Š
Š
Š
The Mapping Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Using Map Viewing and Printing Tools . . . . . . . . . . . . . . . . . . . . .14
Using Selection Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Drilling in the Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
3
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
Enlarges the magnification of the map view
by 50%. Also enlarges a specified region on
a map.
Zoom Out
Decreases the magnification of the map
view by 50%.
Pan
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.
Info
Provides more detailed information on a
selected feature. Details appear in the Info
pane and are drawn from the report layer.
Drill
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.
12
Print
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
Layer Control
Opens the Layer Control window. The Layer
Control window controls visibility of default
and pre-defined map layers and layer labels.
Location Intelligence Component v1.1
Chapter 3: Using the Mapping Tools
Button
User Guide
Name
Description
Theme Control
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.
Select at Point
Lets users choose specific geographic
features on a map, one feature at a time.
Select Within a Radius
Lets users choose geographic features by
drawing a circle on a map.
Select Within Buffered Line
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.
Select Within a Boundary
Lets users choose all data within the bounds
of a specific layer’s geography. Any
geographies that intersect the chosen
geography are included.
Unselect All
Clears the map of any selected geographic
features and prepares the Map view for new
selections using other Mapping tools.
Submit Selection
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.
13
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.
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Location Intelligence Component v1.1
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
this case, miles).
, enter a numerical distance, in the unit indicated on the field (in
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
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.
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Location Intelligence Component v1.1
Chapter 3: Using the Mapping Tools
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 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
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
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Location Intelligence Component v1.1
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
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.
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Location Intelligence Component v1.1
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
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.
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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
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
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
Drilling in the Map
26
Location Intelligence Component v1.1
Layers and Themes
In this chapter:
Š
Š
Š
Š
Š
Š
Š
Understanding Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Hiding and Exposing Layers on Maps . . . . . . . . . . . . . . . . . . . . . .29
Understanding Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Applying Default and Predefined Themes to Layers . . . . . . . . . .33
Creating Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Applying Temporary Themes to Layers . . . . . . . . . . . . . . . . . . . . .35
Deleting Themes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
4
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
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
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
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
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
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
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
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
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 76-100%. The drawback is that this may result in ranges with no data, depending on the
distribution. For example, in the table above, only the 26-50 percentile and the 76-100 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
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
Index
A
accessing Mapping pages 6
applying
custom themes to layers 33
default themes to layers 33
applying temporary themes to layers 35
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
B
D
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, 23–24
Theme Control 13, 33, 35, 37
Unselect All 13, 24
Zoom 13
Zoom In 12, 14
Zoom Out 12, 15
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
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
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 14–15
G
geographic data
layers 18
MicroStrategy reports 6
Grid and Map view 8
Grid and Map view button 6
Grid view and reports 6
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 16–17
window 16
2
User Guide
© 2007 MapInfo Corporation. All rights reserved.
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
3
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 16–17
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
Location Intelligence Component v1.1
© 2007 MapInfo Corporation. All rights reserved.
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
4
User Guide
© 2007 MapInfo Corporation. All rights reserved.