Video on the styling options available in eSpatial to style your data.
Intro:This video will show you how to style your data in eSpatial
In this how to video we will cover:
- Pin and Region Styling
- Adding labels to your map
- Coloring your data by value
- Size by value
- Symbol by value and
- Hotspot Heatmaps
Styling your Data:
- As standard, your data will be assigned a default style and colour, each dataset or layer will be represented differently but you have the option to change these defaults.
- When styling your data there are some things to consider: The symbol to use, the size to display the points at and the colour and transparency of the points.
- To start styling your data select the style button in your control panel:
- You can navigate between the datasets you want to style using the dataset dropdown in the style menu.
- The symbol to the left will indicate if it is a point or regional (polygon) dataset.
Default Pin Styling:
- To begin editing the colour of your pin’s icon, colour and size click on default pin.
- To change the pin style, click on the pin dropdown, here you can choose from a variety of different pins.
- By changing your datasets pin style, you can easily distinguish different features on your map, for example, you can set a different pin style and colour for your leads, customers and accounts. This will allow you to have full visibility over your accounts.
- If you would like to use a custom company icon you can send an icon request and we can upload your custom icon to your account.
- Click on the colour box to change the pins colour
- You can edit the transparency of the pin by entering a % or using the slide bar.
- Clustering can also be adjusted. Clustering is a feature that appears when a large amount of data is added to map. This groups pins together that sit on top of each other to better view your map. There are 4 different clustering options:
- However, you can also choose to turn off clusters so you can see each pin.
- Please note for datasets with a large number of points this can affect the render time for the points to load.
Default Region Styling
- If you have added an eSpatial dataset, uploaded your dataset using link to boundary, added territories or did a regional heatmap analysis you can style your regions in the following methods:
- You can set the border thickness from the drop down and click on the Color Chooser and select your chosen color for the border.
- You can select an alternative colour for the region fill by clicking on the Color Chooser.
- You can also set the Transparency level for the fill by either entering the value you want or using the slider bar to adjust the transparency.
- If you have added a territory alignment to your map you can turn on colours set in the territory manager by selecting toggle territory colours.
- Labels can used to add information about each feature or data point. With eSpatial you can automatically generate labels for each feature based on one or more columns from your table.
- To switch on labelling for your points click on the labelling button.
- Here you can choose the size of your labels, what part of your data you wish to label and many editing features.
- There are 3 labelling versions available:
- Optimized Labels: will display as many labels as possible without overlapping labels.
- Non-Overlapping Labels: will display labels however if any labels would overlap only one label displays.
- All Labels: Will display all labels however may result in labels overlapping depending on zoom scale.
- Please be aware If you have a lot of features on the map, labels can become cluttered and unusable.
- If you do not want identify each of your pins but want to change the default label used for identifying pins you can change the identifying label column by going to the labelling menu and selecting a new column from the dropdown menu you can then turn off labeling and save your changes.
- You can use the drop down to select the column you wish to use as your label.
- You can add a prefix/suffix such as £,$,€, or % using the dropdown or type in your own.
- You can add up to 3 different labelled columns using the add label column button.
- You can separate your columns using the separation dropdown.
- You can change the font and styling of your labels using the highlighted options:
- Such as customizing your font and size for your label. Changing the font colour and editing the label position.
- Styling its appearance such as being in a box or freestanding text.
- And set the colour of your box/border or line colour fill by selecting the colour box or selecting inherit from pin. Or if the box or text has a shadow.
Colour by Value:
- The colour by value menu provides you the ability to change the ranges applied to your data and apply colour categories for your specified columns.
- This tool allows you to quickly get an overview of your data such as owner, high value locations or account types.
- Columns set as text types you can color by up to 50 distinct values, however if you choose an integer or decimal column type we will apply a sequence of ranges for colour by value.
- To style your data in colour by its value click on colour by value
- Use the drop down to select which column you wish to style by colour.
- You can add or remove a range click on the + or – icons and change a colour by clicking on the colour box.
- Styling options such as ‘autofill’ allows you to pick a starting colour and an ending colour. This will then autofill the colour range in between.
- You can also store ranges for future use on other datasets. To do this click ‘store ranges’. This will then prompt you to name your range.
- This range can also be set to default so that when this function is switched on your colour scheme etc will be applied to your map.
Size by Value:
- The size by value menu provides you with the ability to display your data based on pin size. For example, a large pin represents high value and small pin represents low value.
- This can be used as a tool to quickly generate an overview of your reps performance or the high value leads you need to target.
- To style your data value in size click on size by value.
- Use the drop down to select which column your wish to size by value.
- Sometimes the default size applied to the large pins can overcrowd your map, making it more difficult to see the low value pins. To display your data better you can edit the pins size range.
- To change the size of the pins, enter in your chosen size range.
- To edit the pins value, click on the box and type it in. I can now see my small pins represent an account with X and my largest pin represents the Value Y
Symbol by Value:
- The Symbol by Value styling tool allows you to display your data based on different pin types. This tool is very useful for getting a quick overview of your accounts status.
- For example, an opportunity account may be a star symbol, a prospect may be a triangle symbol and lead may be represented by a circle.
- This feature works well when color by value is also applied as you can differentiate between high value and low value account types e.g. blue circle is a more valuable lead than a red.
- To style your data value by symbols click on symbol by value.
- To change the pin type, click on the pin drop down menu.
- Within the Symbol by value menu, you have the ability to store your ranges, apply your saved ranges.
- A Heat map can be used to measure and analyze patterns of high and low activity and to quickly identify gaps and opportunities within your market.
- To turn on the heat map click on the ‘on’ button in your style menu.
- By default, when turned on, the heat map is generated based on point density but can be measured based on any of your numeric type columns such as value or customer count. To choose another column to view click on your column dropdown.
- If we look at the map, areas of blue represent low density of accounts and areas of red represent high density of accounts.
- The colour schemes and transparency of this range can be changed by clicking on the colour box drop down menu and entering a % of transparency.
- You can also customize density ranges by entering a % in the low/medium/high boxes.
- You are also provided with the options to overlay pins or remove noise around the hot spots by using the ‘colour snapping’ tool.
Saving your Changes:
- Once you are happy with the styling changes you have made to each of your datasets you can save these changes by selecting the save icon.
- To go back to your map select exit styling, if you haven’t saved your changes you will be asked if you want to apply the changes made.
Thank you for watching our how-to video. If you have any questions you can contact us by emailing firstname.lastname@example.org or by selecting the chat button to the bottom left-hand corner of your screen when on our website or logged into eSpatial.