Important: For licensing and installation information, please refer to the Installing Optional Features guide.
The Google Maps wizard allows you to insert interactive maps with highlighted data into your reports. To add a map, select a cell and press the (Google Maps Wizard) button. Geographical areas can be pinpointed or highlighted dynamically depending on your report data.
Note: If you don't see this option, you may not have access. Please contact your administrator.
Note: Google Maps requires an Internet connection.
In the Locations tab, select one or more types of locations to highlight on the map.
Drag-and-drop a location type to the selection pane, double-click it, or select it and press .
Certain location types may require other types to be added or may prevent other types from being added. Press to remove a Location Type. For each Location Type, use the dropdown menu to select the report cell that contains the data for that type.
Note: County and zip code are only available in the United States.
In the Data tab, determine what metrics to see when hovering over a highlighted region.
The Primary Metric amount is used to shade each region. Press Add Metric to add additional metrics. Press to remove a metric.
For each Metric:
- Use the Metric dropdown menu to select the report cell that contains the data for that metric.
- Select how to aggregate the data using the Agg. Type dropdown:
- Sum: Totals the all of the data in the Data Field.
- Count: Returns the number of rows in the Data Field.
- Distinct Count: Returns the number of unique rows.
- Average: Takes the mean of the data in the Data Field.
- Minimum: Displays the lowest value in the Data Field.
- Maximum: Displays the highest value in the Data Field.
- None: Displays the raw cell value of the Data Field (v2018.2+).
- Enter a label in the Labels field.
- Select whether it is the Primary Metric.
- Format the data type using the Number Format dialog.
Note: Use the summary function "None" when you want to display a cell value within the drop pin tooltip.
Note: You cannot select "None" as the primary metric.
Using the "None" Agg. Type, hyperlinks can now be added at the drop pin level.
To do this, a hyperlink must be available for reference within the report.
In this case, a Hyperlink formula referencing a Google search for the company name has been added to a suppressed footer that has been grouped on Customers.CompanyName.
Note: Hyperlinks used for drop pins can be referenced from any section within the report; however, for dynamic linking, hyperlink information should be referenced from the detail section or a grouped section.
The hyperlink must then be added as a Metric with the Agg. Type set to "None."
Finally, add a Label for the hyperlink and click Finish.
In the Appearance tab, determine the appearance of the metrics on the map.
Primary Metric Colors: Set the color range for region shading by either selecting a Theme or by setting a Linear Range of colors.
Show Legend: Adds a legend in the bottom left corner of the map that displays a color scale for reference and the minimum and maximum values of the currently visible regions.
Metric Levels: Select which levels to calculate metrics. Select whether to display drop pins, which will appear on city, street address, or latitude/longitude locations.
Note: The summary function "None" requires a drop pin.
Conditional Drop Pin Colors: Dynamically modify a drop pin color based on its value (v2018.2+). This action is similar to conditionally formatting cells in a report.
To begin, select the Conditional Drop Pin Colors option.
The following dialog box will open.
Click Addto insert a new conditional statement. Select a color that the drop pin will become when a certain condition is met.
In this case, let's add two conditional statements using the colors red and green in order to differentiate between companies by their revenue.
Now let's add the conditions which, if true, will cause the colors to be applied to the drop pins. Click the [fx] button to open the Formula Editor:
The left side contains a list of the Conditional Drop Pin Parameters, which include the metric values (listed in order of their creation), and anything defined in the location tab. The right side contains all of Exago's built-in formulas. You can drag a data field or a formula to the Formula box, or type it in by hand. The editor also supports using parameters in the form @ParameterName@.
In this case, we are concerned with the revenue of each company, which are represented as individual metric levels. If we want to show green pins for high performing companies and red pins for companies at risk, we could input the respective formulas into the editor.
Note that the parameters @metric_value_1@ has been selected for conditional formatting. This is the data metric that displays the revenue of each company, while @metric_value_2@ is the data metric displaying the hyperlink.
Since this is a Conditional Formula, we need to ensure that the formula we write will resolve to either True or False. So the formula must contain at least one logical operator. The supported logical operators are as follows:
|Not Equal To||!=|
|Greater Than Or Equal To||>=|
|Less Than Or Equal To||<=|
You can also use parentheses to indicate the precedence of the parts of your statement.
Note: If a metric returns a null value, the metric and label are not displayed on the drop pin tooltip.
Size and Preview
In the Size and Preview tab, determine the size, initial view, and type of map to display.
Note: The preview uses placeholder data values. It does not reflect the actual region shading.
Set the initial view of the map by panning and zooming to a location. Drag-and-drop on the map to pan. Press the zoom buttons () to zoom in or out.
To set the size, either drag-and-drop on the lower-right handle () of the map view, or check Set specific size and enter Height and Width values. To automatically fit the map to the report cell, check Fit map to cell.
Choose the type of map by selecting the desired type from the Base Map dropdown menu.
Press the Finish button to see the completed map on the report design grid.