Geopointe

Creating and Editing Data Sets

Data sets are your starting point for analyzing and searching Salesforce data geographically. By creating and customizing data sets, you can to define your data with filters, fields, marker configurations, and other powerful customizations.

Much like Salesforce reports, each data set is defined by a single Salesforce object (as long as it has been set up as a Map Object), but other related objects can be incorporated using Cross-Object Filters. 

Contents:
Data Set Basics 
Create New 
Edit Existing Filters | Fields | Markers
Other tab (Order ByLimitVisualizeRefreshOne-ColumnID
Saving | Folders
Using a Salesforce Report

Data Set Basics

After performing the Post-Install Steps, you should see default data sets on your Saved Layers tab. These default data sets include the Salesforce object name followed by (All), and are listed under headers of the object name. You can edit these default data sets, or create your own. Follow the steps below to learn how.


Create a New Data Set

To create a new data set from scratch, click the [+] to the right of the search bar in the Saved Layers tab of the Control Panel. Then click Data Set.



The following window will ask for a data set Name, the Map Object you're creating it against, and a Folder, if that's where you want it to be saved. End users will only be able to add data sets to their Personal Saved Layers folder or to a folder where they have Read/Write access. Click Create Data Set and it will take you to the edit window.

Edit a Data Set

When you hover over a data set, the Layer Options menu appears, with options to Edit Data Set and Delete Data Set. (Note: Only Geopointe Admins can make permanent changes to an org-wide data set.) Click Edit Data Set to launch the Data Set Editor.

Data Set Filters

The Filters tab is where your data set magic happens. This is how you parse and filter your data to support analytical and business needs.

Here are your filtering options:

Show Filter
 - Filter by record ownership by selecting All Records or just My Records (records owned by the current user) from the dropdown. (On Account Team is also an option if Account teams is enabled, and My Territory related filters are enabled for Salesforce Territory Management users.) Note: End users only see records they have access to. Geopointe honors the Salesforce accessibility settings.

Field Filters - Filter by fields on the object.

Add Logic - Once you have more than one filter, a new option to Add Logic appears. By default, values separated by commas inside a filter value operate as an OR. Individual filters operate as an AND against each other. If you wanted a data set to filter with an OR between filters, you would add filter logic once all desired filters are created.

Cross Object Filters - Cross-object filters allow you to filter based on records related to the map object. If the object shows up as a related list on your page layouts, it will be accessible here. This could be a simple with/without (e.g., Accounts with Opportunities) or can include filters (e.g., Accounts with Open Opportunities worth greater than $10,000).

Learn more about all the powerful ways you can apply Data Set Filters
 

Data Set Fields

Fields included here will be visible in your mapped search results and any exports of that data, much like fields added to reports or list views. Name and address will always display by default.

Click Add Field. A field picker wizard will pop up with a list of available fields. Click Select to add a field.

Rearrange fields into a preferred order by dragging them with the list icon on the right. Remove a field by clicking the next to it. You can choose where you want it to display (either in the list or inside the info window on the map) by checking or unchecking those boxes.


Data Set Markers

You can customize your map markers in various ways to help you visualize and analyze your data at a glance. Use the  Markers tab to apply colors, labels, marker types, and icons. To change a marker's appearance, click on the marker icon.

Marker types include Static, Single Field, and Multiple Fields. You can also do the same for the Label, to see textual information below the marker. 
In the configuration below, the marker is configured with a red color and flame icon, but will look the same for all results since it is a Static marker. With the Single Field and Multiple Field options, you can select other color and icon options to be applied to different field values.



Learn More about the many ways you can Configure Data Set Markers, or check out the video below.


Other Data Set Settings


The final section in the Data Set edit module is reserved for various settings that don't fit under another heading. Here's a quick rundown:

Order By - You can pre-sort data set results by a specific field, ascending or descending. Note: This option could  slow down the search. Keep in mind this function can always be applied after the search is performed.

Limit - Limit allows you to return only a certain number of results. Use cases might include creating a data set of Top Ten customers, or limiting the results end users can see. 

Available in Visualize - If you create a data set that you do not want to be visible in SpatialKey for Analytics users, uncheck this box.

Refresh Interval - If you are tracking data on the map that could change frequently throughout the day, you can set that particular data set to auto-refresh. This field is measured in seconds.

One Column Address
 - If you need to see your address in five separate fields instead of one combined field, uncheck this box.

Id - Admins and developers can use this ID to call the data set in the API or URL Parameters.

Saving a Data Set



There are two options for saving a data set.

Save - Overwrites the data set you have been editing. Only admins can overwrite an org-wide data set. End Users will only see the Save option on data sets they own or are given read/write access to inside a folder.

Save As - Create a new data set. We recommend this if you're modifying multiple filters from one of the default data sets. End users can do a Save As against an org-wide data set to save personal changes and customizations.

Delete - The delete button is available on any data set you own or you have editing access for. Only admins can delete org-wide data sets.

Note: Check out the Users and Profiles document for more information on how Geopointe Admin permissions can be assigned.

Data Set Folders

Data Set Folders allow you to sort Data Sets much like you would Salesforce reports. Private data sets are stored inside the My Personal Saved Layers folder and you have a broad range of sharing options available for other folders.



For more information on data set folders, check out the Saved Layers Folders document. 

 

From Report Source

Data Sets can also be created from a report. To use a report as the source, it must be enabled by a Geopointe Admin. When a map object that matches up to a compatible report is selected, the option to use a report will appear. For detailed information on setup, limitations, and behavior, see our full documentation on using a Salesforce Report as a Data Set Source.

Learn More

Data Set Strategy - Get pointers on creating data sets that will best suit your team.
Data Set Markers - Apply marker configuration strategies and options.
Data Set Folders - Organize your data sets.
Data Set Filters - Use filtering to control what data appears on the Map.
Salesforce Report as a Data Set Source - See your Salesforce reports geographically.