Geopointe

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

Contents:

Search Types

Choosing a Data Set
Reloading a Search
Search Results
Data Set Autoload and Recent Layers

Check out this video for an overview of the searching process:

Search Types

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!

Nearby Search

A Nearby Search loads data set records that fall within a defined radius of a selected Search From location. This is a great way to plan your daily route, fill your schedule with nearby stops, or target accounts for an event. 

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.
2. Select the Nearby search type.
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:

Shape Search

A Shape search loads data set records that fall within any shapes currently loaded on the map. These can include custom shapes or Shape Library shapes. A shape can be used to define neighborhood boundaries, define territory boundaries, or search along a highway, among many other uses. 

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.


 

Map View Search

The Map View search restricts results to the area currently visible on the screen.

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.


 

Everywhere Search

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.


Choosing a Data Set

Data sets are used to perform every search in Geopointe. Just like Salesforce reports, they are created for a specific object and can be filtered. To learn about the filtering, coloring, and other customizations possible on a data set, check out the Data Sets document. 

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.


 

Reloading a Search

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.


Data Set Autoload and Recent Layers

For data sets that you use often, you can save time with the autoload feature. Hover over any layer on the Saved Layers tab and click the star icon that appears. When clicked, the star is colored yellow. An activated star means those layers automatically load when the map loads. Pro Tip: Avoid using this feature on extremely large data sets. 



 

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.


 

Search Results

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 More

Creating and Editing Data Sets
Data Set Markers
Data Set Folders 
Data Set Filters