Geopointe

Using Analytics

The Analytics features can be accessed via the Visualize tab in Salesforce.  If your username has been assigned an Analytics tier and your organization is setup to use Analytics, an Analytics sub-tab will appear on the page.

Architecture

The mapping functionality in Geopointe Analytics is powered by SpatialKey. SpatialKey has their own platform for providing this kind of reporting.  Geopointe and SpatialKey partnered to bring you the Analytics solution in Geopointe.  To use the service, your Salesforce data needs to be pushed to the SpatialKey service. Once there, you have a snapshot of your data that you can report against.

It is up to the end-user to push data to SpatialKey. As data changes in Salesforce, the SpatialKey data will need to be manually refreshed to see the updates.

Data Set List

The Analytics Data Sets list shows the remote data sets at SpatialKey.  This list will consist of any personal sets the user has pushed across plus any sets that are shared across the organization.  From the list, a user can Launch any data set.  If the user “owns” that data set at SpatialKey, a Rename and Delete link will also be present.

Pushing a Data Set

Users can push a Geopointe Data Set to SpatialKey with the click of a button.  To do so, select a Geopointe Data Set from the drop-down list and click the Sync Data Set button.  If your user has the authority to push Org-Wide data sets, you can check that box prior to clicking the Sync Data Set button.

After starting a sync, a list of currently running or recently completed jobs will appear.  While the job is running, the screen will automatically refresh every 5 seconds.  The job is running in the background, so you can leave this page and the job will continue to run.

Launching

From the list, a user can launch into SpatialKey and perform analytical mapping.  Watch the video below to better understand how to use Geopointe Analytics and the SpatialKey user interface. For more SpatialKey information, please visit the SpatialKey support site.