Territory Mapper The Alignment Copyright 2010, TTG, Incorporated.

Territory MapperTerritory MapperThe AlignmentThe Alignment

Copyright 2010, TTG, Incorporated

Territory MapperTerritory Mapper

Alignment is the process of Alignment is the process of assigning various map unitsassigning various map units(States, Counties, ZIP Codes, etc.) (States, Counties, ZIP Codes, etc.) to elements of a sales hierarchy to elements of a sales hierarchy (Territories, Districts, Regions, Areas).(Territories, Districts, Regions, Areas).


• Layers act like clear plastic sheets stacked Layers act like clear plastic sheets stacked above each other.above each other.

• The Layers tab contains all available layers in The Layers tab contains all available layers in the document.the document.

• The top layer is the functional Alignment layer.The top layer is the functional Alignment layer.

• The other layers are non-functional, and are The other layers are non-functional, and are for display and informational purposes only. for display and informational purposes only.

• The checkbox next to the layer name will The checkbox next to the layer name will determine if the layer is visible or not.determine if the layer is visible or not.

• A gray checkmark indicates a layer turned on, A gray checkmark indicates a layer turned on, but with lines suppressed or transparent. but with lines suppressed or transparent.

• The drawing order is from the top to bottom.The drawing order is from the top to bottom.

Territory Mapper LayersTerritory Mapper Layers


• The Alignment Layer is always the top layer in the Layers tab. It has a red checkmark.The Alignment Layer is always the top layer in the Layers tab. It has a red checkmark.

• The Alignment Layer is the working layer and contains the selectable map units.The Alignment Layer is the working layer and contains the selectable map units.

• The layer you want to work with is the layer you need to make into the Alignment layer.The layer you want to work with is the layer you need to make into the Alignment layer.

• Most polygon layers (i.e. states, counties, ZIPs) can be made the Alignment Layer.Most polygon layers (i.e. states, counties, ZIPs) can be made the Alignment Layer.

The Alignment LayerThe Alignment Layer

To change the Alignment To change the Alignment layer, right click on a layer layer, right click on a layer and select “Make Alignment and select “Make Alignment Layer” from the menu.Layer” from the menu.

In the U.S. County layer, In the U.S. County layer, counties are thecounties are theselectable map units.selectable map units.

In the U.S. State layer, In the U.S. State layer,

states are the states are the selectable map units.selectable map units.

In the ZipCode layer, In the ZipCode layer, ZIP Codes are theZIP Codes are theselectable map units.selectable map units.


In this example,In this example,

• U.S. States U.S. States is the Alignment Layer.is the Alignment Layer.

• The ZIP Code layer is turned on, The ZIP Code layer is turned on, but it is not the Alignment Layer.but it is not the Alignment Layer.

• California has been selected and California has been selected and assigned to a Territory, colored in assigned to a Territory, colored in green. green.

• Unassigned areas remain gray.Unassigned areas remain gray.



In this example, In this example,

• U.S. Counties U.S. Counties is the Alignment Layer.is the Alignment Layer.

• The U.S. 5-digit Zip Code layer is on, The U.S. 5-digit Zip Code layer is on, but is not the Alignment Layer.but is not the Alignment Layer.

• Contra Costa County has been selected Contra Costa County has been selected and assigned to a Territoryand assigned to a Territory.



In this example, In this example,

• U.S. 5-digit Zip Codes U.S. 5-digit Zip Codes is the Alignment Layer.is the Alignment Layer.

• The only layer turned on The only layer turned on is U.S. 5-digit Zip Codes.is U.S. 5-digit Zip Codes.

• The ZIP Code 95443 has been The ZIP Code 95443 has been selected and assigned to a Territory.selected and assigned to a Territory.



• The Alignment Tool is used to select map units. These units can then be The Alignment Tool is used to select map units. These units can then be assigned to new or existing destinations (territories) in the Hierarchy.assigned to new or existing destinations (territories) in the Hierarchy.

• The Alignment Tool is located in the toolbar above the map.The Alignment Tool is located in the toolbar above the map.

• To activate the Alignment tool, click on it one time. The curser will change To activate the Alignment tool, click on it one time. The curser will change to a hand holding a wand. to a hand holding a wand.

• Selecting a map unit with the Alignment tool will Selecting a map unit with the Alignment tool will cause the selected map unit to become dithered, cause the selected map unit to become dithered, then the Destination dialog box will appear.then the Destination dialog box will appear.

The Alignment ToolThe Alignment Tool


• Using the Alignment Tool, map units from the Alignment Layer can be Using the Alignment Tool, map units from the Alignment Layer can be selected and assigned to destinations in the Hierarchy.selected and assigned to destinations in the Hierarchy.


• Unassigned is the default destination. Map units in gray are unassigned.Unassigned is the default destination. Map units in gray are unassigned.

• New Hierarchy items (New Hierarchy items (also known as Destinations or Territory namesalso known as Destinations or Territory names) can be created ) can be created in the Destination dialog box by typing over the word “Unassigned” or by in the Destination dialog box by typing over the word “Unassigned” or by selecting previously defined Hierarchy items from the pull-down menu. selecting previously defined Hierarchy items from the pull-down menu.


• We will now look at the basic map We will now look at the basic map and assign map units to the Hierarchy.and assign map units to the Hierarchy.

• A ZIP Code based map will be used A ZIP Code based map will be used in this example.in this example.

A Basic WalkthroughA Basic Walkthrough


To make Zip Codes the Alignment Layer,To make Zip Codes the Alignment Layer,

• right click on U.S. 5-Digit ZipCodes, right click on U.S. 5-Digit ZipCodes,

• select “Make Alignment Layer” from the menu.select “Make Alignment Layer” from the menu.


• U.S. 5-Digit ZipCodes moves to the top of the stack.U.S. 5-Digit ZipCodes moves to the top of the stack.

• ZipCode outlines appear on the map. ZipCode outlines appear on the map.

• ZipCodes can now be assigned to territories.ZipCodes can now be assigned to territories.


We will now use the Zoom tool to get a We will now use the Zoom tool to get a closer look at the area of the map closer look at the area of the map we will be working with.we will be working with.

The Zoom ToolThe Zoom Tool


Use the Zoom tool to draw a box around the state of Use the Zoom tool to draw a box around the state of California, sizing it to the boundary of where you want California, sizing it to the boundary of where you want the map view to be displayed.the map view to be displayed.

Zoom tool


The map is now displayed to the boundary you The map is now displayed to the boundary you defined using the Zoom tool.defined using the Zoom tool.


We will now use the Alignment tool to select We will now use the Alignment tool to select ZIP Codes that belong in the same group or ZIP Codes that belong in the same group or territories in the Hierarchy.territories in the Hierarchy.



The Alignment tool can be used to selectThe Alignment tool can be used to select

1.1. Individual map units or Individual map units or

2.2. groups of map units in a general area or radius.groups of map units in a general area or radius.



Group selection: Group selection: Click and hold the left mouse buttonClick and hold the left mouse buttonwhile drawing a border aroundwhile drawing a border aroundthe map units you want to assign.the map units you want to assign.

Radial selection: Radial selection: Press the R key on the keyboard, Press the R key on the keyboard, then click and hold the left mouse buttonthen click and hold the left mouse buttonwhile drawing a radius aroundwhile drawing a radius aroundthe map units you want to assign.the map units you want to assign.

Once you select map units with the Alignment tool,Once you select map units with the Alignment tool,the Destination dialog box appears.the Destination dialog box appears.See the Help section for details of how to use the See the Help section for details of how to use the Alignment Tool. Alignment Tool.


The Destination name can be manually entered, The Destination name can be manually entered, by entering it into the dialog box, or the user canby entering it into the dialog box, or the user canselect predefined destinations by pulling down the select predefined destinations by pulling down the menu. Predefined destinations appearing in the menumenu. Predefined destinations appearing in the menuare found in the Hierarchy tab. are found in the Hierarchy tab.


• The Hierarchy tab shows the three territories The Hierarchy tab shows the three territories created for the ZIP Codes in California.created for the ZIP Codes in California.

• The three territories are nested inside a District The three territories are nested inside a District called California. Districts can be nested in Regions, called California. Districts can be nested in Regions, which can be nested in Areas.which can be nested in Areas.


• A right-click of the mouse button over a Territory will A right-click of the mouse button over a Territory will activate a sub-menu where you can Change Color.activate a sub-menu where you can Change Color.

• The Color tool appears, allowing you to select basic The Color tool appears, allowing you to select basic colors or customize colors of your own design.colors or customize colors of your own design.


Territory MapperTerritory MapperThe extensive Help section includesThe extensive Help section includes TutorialTutorialUsing the New Document Wizard, the user is led through a scenario Using the New Document Wizard, the user is led through a scenario of linking data, aligning territories, customizing labels and features on of linking data, aligning territories, customizing labels and features on the map, creating reports, and exporting data.the map, creating reports, and exporting data.

ContentsContentsA comprehensive introduction to Territory Mapper, evaluating the A comprehensive introduction to Territory Mapper, evaluating the software, activating the license, understanding key features, how to software, activating the license, understanding key features, how to get more help, and getting started as a new Territory Mapper user. get more help, and getting started as a new Territory Mapper user.

IndexIndexAn alphabetic list of available help topics.An alphabetic list of available help topics.

SearchSearchA search tool to help you find what you need.A search tool to help you find what you need.

Visit the users’ forum at Visit the users’ forum at http://www.territorymapper.com/support/forum.phphttp://www.territorymapper.com/support/forum.php

For specific questions, you can send email to: [email protected] specific questions, you can send email to: [email protected]


Territory Mapper The Alignment Copyright 2010, TTG, Incorporated.

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Transcript of Territory Mapper The Alignment Copyright 2010, TTG, Incorporated.