Tutorial: Searching Data on the Map
When you load a data set, the search type you choose determines the geographical limitations of the data you're analyzing.
You can choose between four main types of searches: Nearby, Shape, Map View, and Everywhere. After choosing a search type and adjusting a starting position or location, click any data set to search within those parameters. In this document, learn about these different search types, how to set a geographical target for your search, and how to choose a data set to help you achieve your analysis.
Before you begin, make sure you know the basics of how to Create and Edit Data Sets.
Check out this video for an overview of the searching process:
There are four different search options: Nearby, Shape, Map View, and Everywhere. The Search Type is selected at the top of the Control Panel. Make sure to always select your Search Type before you click a data set!
Here’s how to run a Nearby Search:
1. Set a Search From location as follows:
- Record: With the record loaded on the map, click the info window, then click Zoom and Center. Or, use the Map button to jump to that location from its record page.
- Saved Location: In the My Locations tab of the Control Panel, click Go Here to jump to that location.
- Places Search Result: Click the place, then click Zoom and Center.
- Anywhere on the Map: Right-Click, then click Center & Zoom Map.
3. Set a Range and Units. The Units can include Kilometers, Minutes (Driving), Hours (Driving), Miles (Driving) or Kilometers (Driving).
4. Click a Data Set.
This example shows Accounts within a 5-mile radius of the Search From location.
A time-based Nearby search generates a polygon that show the distance possible in that amount of time.
This example shows Accounts within 15 Minutes of drive time from the Search From location:
Here's how to run a Shape Search:
1. Load a shape to the Map by selecting it from the Saved Layers tab or creating and saving it.
2. Select the Shape search type.
3. Click a data set.
1. Adjust the map zoom and position.
2. Select the Map View Search type.
3. Click a data set.
Map View searches are better for general areas, especially when you don't know specific mileage. For example, perhaps you want to do a search of the five boroughs in New York City. You may not know the radius of the five boroughs for purposes of a Nearby search, but you can center NYC and New Jersey inside your screen and conduct a Map View search. This also works well for searching around suburbs or larger areas.
The Everywhere search loads the entire data set without geographic limitations. After you've selected Everywhere, click on a data set to see results. The map will zoom out to show you the complete results, up to 100,000 records.
Data sets are stored on the Saved Layers tab and are denoted by the 3 map pins icon to the left of the name.
When you click a data set, a bar progress bar will appear beneath the data set name, letting you know it's loading. When it's finished loading, the blue bar disappears and you should have search results on the map.
You can also search multiple data sets at once. No need to wait for one search to finish loading, just click on all data sets you would like to see on the map. They can load concurrently.
You can make changes to a search by adjusting the search type, search area, and editing the data set. If you click the data set again, it will load the changed data while keeping the original results on the map, allowing you to compare the two if desired.
If you click the refresh icon to the left of the data set, it will remove the first search results from the map and reload it with your new parameters.
If autoload doesn't fit your need, the Recent tab stores your five more recently layers. Found just underneath the search types, you can change your view from all Saved layers to just your Recent layers. Pro Tip: When you create a brand new data set, it will also show up in this list.
Mapped results can be shown as markers or clusters. To see a record name and information about the record, click the marker to open the info window.
The example below shows address information, custom fields defined on the data set, and actionable buttons and links.
Below the map is a list of Mapped Data. Each search is populated on its own tab with the data set name and the number of results. This list is also actionable (from the Actions button in the lower right of the map), sortable, and searchable.
Learn MoreCreating and Editing Data Sets
Data Set Markers
Data Set Folders
Data Set Filters