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ArcGIS®

9Using Territory Design for ArcGIS

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CONTRIBUTING WRITERS Kyle Watson, Garry Burgess, Jeff Hincy

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1

IN THIS CHAPTER

About Territory Design for ArcGIS 1• Introduction to Territory Design for

ArcGIS

• Creating, balancing, and manag-ing territories

• Getting additional help for TerritoryDesign for ArcGIS

Welcome to ESRI® Territory Design for ArcGIS®. By using your owncustom boundaries or utilizing the geography layers within ArcGIS BusinessAnalyst you can create, edit, and balance your sales regions, services areas,or franchise networks to benefit your business. Territory Design works withArcGIS Desktop to create powerful yet easy-to-use software.

Territory Design represents the latest major product enhancement fromearlier versions of ArcGIS Business Analyst. In addition to the familiarwizards for analyzing data for stores, customers, and trade areas inBusiness Analyst, Territory Design is also wizard driven, providing an easy-to-use suite of tools to create and manage your territories.

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2 USING TERRITORY DESIGN FOR ARCGIS

Territory Design for ArcGIS offers an easy way to increase salesforce productivity by designing, analyzing and managinggeographic territories such as sales territories, franchiseterritories, distribution networks or services areas. Sinceterritories are naturally geographic by design, utilizing this toolallows you to look at how your current territories are distributed.This capability is vital for revealing existing physical gaps in yourdistribution network, areas where your sales are saturating amarket, and areas where your sales and customers are deficient.Once a sales manager identifies these areas, the next logical stepis to fix the problem to increase sales and customer distribution.Territory Design offers several tools to import, create, manage,and balance territories:

Creating New Territories

• Based on a set of points to seed the territory creation

• Based on an existing database of territory assignments

• Can be performed manually

Balancing Territories

• Based on customer data

• Based on existing geographic/territory data, as well as anydata included with the Business Analyst extension

• Based on distance

Managing Territories

• Importing and viewing existing territories

• Adding/removing territories or any associated attributes

• Organizing and creating hierarchies for territories

• Benchmarking sales territories against demographics

Introduction to Territory Design for ArcGIS

Territory Design toolbar

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ABOUT TERRITORY DESIGN FOR ARCGIS 3

Territories are collections of geographic elements that areaggregated to create a larger unit. For example, a set of ZIP Codesaround a service center can make up a territory for that servicecenter. Collections of these territories can then further besummarized to create regions, districts, and the like. TerritoryDesign lets you import, create, and define as many levels ofterritory hierarchy as you want.

Territory Design includes a suite of tools to create and optimizeterritories. You can import an existing territory assignmentdatabase and manually work with the Territory Design tools toadjust and balance the territory assignments. Territory Designincludes a number of visualization windows (charts, data, andstatistics) where you can view the impact of reassigning anelement from one territory to another.

Territory Design includes a set of tools for automaticallybalancing your territories. You can also create a set of territoriesfrom scratch and optimize the territory distribution based on yourown sales data or any attributes that are provided with theBusiness Analyst extension.

During the process of creating new territories you have severaloptions to view your sales territories. Say, for example, that youhave been tasked with streamlining the budget resources of yourdivision and the first step is to increase your margins andcustomer base. The first part of this task is understanding whereyour sales and customers are coming from and making sure yoursales force is appropriately distributed across your service area.Many sales managers have only seen their sales numbersassociated with regions in spreadsheets and have never actuallyvisualized them. When creating new territories, you can import indatabases of sales and visualize your market. In the example onthis page, you can see a breakdown of sales territories by ZIPCode with seed points that represent sales representatives. Thismap illustrates how the existing sales territories have large gaps

between sales staff. In a market where your objective is to havecomplete coverage and no cannibalization, it is imperative tounderstand where your strengths and weaknesses are byvisualizing your database of sales territories.


A map showing sales territories with large gaps between territoriesassinged to each office.

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Territory Design can be used to properly redistribute your salesterritories and increase your customer base. For example, you canuse a set of existing sales staff locations as seed points to creategeographically balanced territories. Territories can be balancedusing multiple criteria to ensure optimal balance for each salesperson or franchisee. In the example at right, Territory Design wasused to create sales territories for a set of sales offices andbalanced with factors such as sales performance, householdcounts and distance to eliminate gaps and ensure an appropriatedistribution of sales territories.

Balancing Territories

A map showing sales territories balanced by sales performance andhousehold counts.

A chart view of the map above showing how well sales performance (redline) and household counts (blue line) have been balanced within each ofthe territories.

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ABOUT TERRITORY DESIGN FOR ARCGIS 5

Territory Design includes many tools to manage your territoriesfrom adding or removing variables in the balancing process toexporting your database with your newly balanced territories toorganizing your territories in hierarchies so you can betterunderstand your market. Analyzing your territories starts firstwith analyzing the markets your territories fall within, and this canbe displayed by creating higher levels of territories that collapsedown into your sales territories. These higher levels of territoriesare typically used to further define your sales territories, and isbeneficial to see and analyze these distributions as well.

In the graphic below, Area represents your total market, eachRegion represents a sales manager, and Territory represents theterritories your individual sales managers are responsible for.

With these hierarchies, you can a broader view of your marketand your regions to better determine how to increase themarketability of your products. One easy way to do this is to

Managing Territories

export your regions as trade areas and analyze theirdemographics in Business Analyst using its multitude of built-intools. With the trade area analysis tools in Business Analyst, youcan run demographic reports to compare and contrast your salesagainst the base demographics in those areas such as householdcounts, median household income, adult population, etc, andcreate correlations between your sales output and the customerbase and sales potential in your market.

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What to read next

To begin learning about how to use Territory Design, proceed toChapter 2, “Tutorial”. This section gives a step-by-step walk-through of the process of creating, balancing, and analyzingterritories using the sample data provided.

For a detailed look at all the functionality of Territory Designproceed to chapter 3, “Using the Territory Design toolbar”. In thischapter, you be introduced to all the functionality and toolsassociated with Territory Design.

ArcGIS Desktop Help

ArcGIS Desktop Help is available for Territory Design bypressing F1 or clicking the Help menu, clicking Extensions,clicking Business Analyst, then clicking Territory Design.

Getting help online

To browse the contents of ArcGIS Help Online, click the Helpmenu and click ArcGIS Desktop Help Online. On this page youcan access the help by clicking the Extensions drop-down,clicking Business Analyst, then clicking Territory Design. Youcan also click the Business Analyst link under ArcGIS Extensionsand click Territory Design.

Visit the online ESRI Knowledge Base for access to BusinessAnalyst and Territory Design related product documentation,white papers, and system requirements athttp://support.esri.com/knowledgebase.

Visit the online ESRI User Forums to share ideas and findingswith other users at http://support.esri.com/forums.

Getting additional help for Territory Design for ArcGIS

Getting technical support from ESRI

Please see the product registration and support card that camewith Business Analyst, or look at the ESRI Online Support Centersection of ArcGIS Help Online.

ESRI training and education

ESRI provides educational opportunities related to geographicinformation science, GIS applications, and technology. You canchoose among instructor-led courses, Web-based courses, andself-study workbooks to find education solutions that fit yourlearning style. For more information, go to www.esri.com/education.

Visit ESRI on the Web

Find out everything you want to know about ESRI software andservices. Visit ESRI’s Web site at www.esri.com.

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7

IN THIS CHAPTER

2• Exercise 1: Creating a territory

layer

• Exercise 2: Creating andbalancing territories

• Exercise 3: Reassigning territoriesand creating a territory report

Welcome to the Territory Design for ArcGIS tutorial. This chapter takes youthrough the process of creating, balancing, and analyzing territories. Whenyou install ArcGIS Business Analyst, the Territory Design toolbar is alsoinstalled. You will find sample data for this tutorial at \ArcGIS\BusinessAnalyst\Datasets\Tutorial\sales_locations.shp.

In this tutorial, you’re the VP of Metro Landscape, a major residentiallandscape services firm in the Detroit, Michigan area. Your business israpidly growing, and you are in charge of overseeing the management ofeach of the five branch locations. With the growing business and increasingarea population, problems have surfaced such as overlapping crews, unevensales at each office, and a decline of new contracts. Your goal is to workwith each of the five office managers to create new territories that willdefine boundaries for sales and marketing efforts and establish consistentservice areas. Territory Design for ArcGIS can help you:

• Determine your market area.

• Locate your offices.

• Create and balance sales territories for each branch.

Here’s a chance to use Territory Design for ArcGIS as part of yourbusiness solution.

Tutorial

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Exercise 1: Creating a territory Layer

Having an alignment layer is the foundation to creating territories.An alignment layer is a set of geographic boundaries, such ascensus tracts, ZIP Codes, or counties, commonly containingdemographic information. Business Analyst provides manydifferent levels of alignment layers for use in Territory Design, butyou can also bring in your own data. With an alignment layerselected, a territory layer can be created in ArcMap.

In this exercise, you will zoom to an area and create a territorylayer.

Getting started

1. Click Start, point to All Programs, point to ArcGIS, point toBusiness Analyst, then click Business Analyst.mxd.

2. ArcMap starts, and the Business Analyst dialog box appears.This dialog box gives you the option to turn off the Business

Analyst extension at startup. To do this, check the Turn offthe Business Analyst Extension check box and click OK.

To leave the extension turned on, click OK.

When turned on, this option automatically adjusts thecoordinate system of the data frame to a custom BusinessAnalyst projection whenever the map extent changes. If youwant to set and maintain a fixed coordinate system, turn offthe Business Analyst extension.

The Business Analyst dialog box appears again. Click OK toclose it.

3. The Business Analyst Assistant docks on the right side ofyour screen. Review this tutorial to become familiar with thedifferent functions of Business Analyst. You can work withthe Assistant interactively, or if you are finished, click Close.

You are now ready to begin working with the map.

4. Click the File menu and click Save As to save your mapdocument under a new name. Navigate to C:\My Output Dataand create a new folder. Name the folder “TD Tutorial” andsave the map document as TD_Tutorial.mxd.

You will use both the Territory Design toolbar and theBusiness Analyst toolbar in this tutorial. Make sure you haveboth of them turned on and active in ArcMap.

To add the toolbars to ArcMap, click the View menu, point toToolbars, then check both the Business Analyst and TerritoryDesign check boxes. Make sure they are both checked onunder Tools > Extensions. These toolbars are both dockable,meaning you can drag them anywhere on-screen or dock themat the side, top, or bottom areas of the ArcMap window.

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TUTORIAL 9

Note: Check the Only show Business Analyst data layers (BDS)check box to limit which layers are displayed. The alignment layerforms the geographic building blocks for the sales territories. Thealignment layer must have a unique ID. Choose ID from thealignment layer ID field drop-down list; this is already included inthe ZIP Code database.

4. Determine the number of territory levels in your hierarchy,choose 2 from the drop-down menu. The levels areautomatically added as Territories and Regions below. You willmake a total of five sales territories nested within two regions.Because territories are hierarchical, regions are created fromthe underlying territories. In the size field, type “5” forTerritories and “2” for Regions, then click Next.

5. Choose the variables that determine how you balance yourterritories. The variables become the attribute fields in yourterritory layer. For this exercise, you want to focus on thehouseholds in the Detroit area. In the Available variable(s)window, click the + sign next to BA Fields to expand theselection. Click <current year> Total Households add it to theSelected variable(s) window by clicking the right arrow >button. Make sure this is the only variable chosen, if GeneralCount is selected, remove it and click Next.

Zoom to a location and create a territory layer

Business Analyst provides you with predefined spatialbookmarks that help you easily zoom to an area. You use thesebookmarks to get to our market area. Once you settle on an areaof interest, you can create a territory layer. When you create yourterrtory layer you set up the basic parameters needed to latercreate and balance territories.

1. Click the Business Analyst drop-down menu and point to SetAnalysis Extent > Jump to a Location > States LA - MT >Michigan > Detroit.

Business Analyst will zoom to the desired location, themetropolitan Detroit area. You are now ready to create theterritory layer.

2. Click the Territory Design drop-down menu and click ActiveLayer, then click Create Territory Layer. The Create NewTerritory Layer wizard opens.

3. Choose ZIP Codes as your alignment layer.

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Note: You can use as many variables as you want.

6. Type “Metro Landscape” in the New Territory Layer name textbox; give the New Territory Layer file path the following name:C:\My Output Data\TD Tutorial\Metro Landscape; click Next.

7. Review the settings you applied and click Finish.

The territory layer you created includes ZIP Codes for the whole US.Zoom into the Detroit area to see the alignment layer polygons.

8. In the table of contents, right-click Territories and chooseOpen Attribute Table to examine the contents. Notice that the<current year> Total Households field is added, but none ofthe information is populated. The information is populatedwhen you create and balance the territories in the nextexercise. Close the table when you are finished.

9. Save your work. Click the File menu, then click Save.

Proceed to Exercise 2.

The territory layer is added to your table of contents. Theterritory layer consists of the Territories and Regions levelsyou specified and a copy of the alignment layer. Defaultnames (Territory 1, Territory 2, etc.) are used until you specifyterritory names when creating territories.

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TUTORIAL 11

Exercise 2: Creating and balancing territories

Now that you have created a Territory layer, you are ready tocreate territories. You can create territories using a variety ofmethods, but for this tutorial, you will create territories fromlocations. The locations, seed points, are starting points aroundwhich territories are created. Seed points in this tutorial are yourMetro Landscape branch offices. These offices containequipment and are where all business activities are centered.

In this exercise, you will add seed points, create and balanceterritories and regions, set the territory extent, and view yourregions in Edit Mode.

Add seed points

1. If you’ve exited ArcMap, click Start, point to Programs, pointto ArcGIS, then click ArcMap. The Business Analystextension dialog box opens. Click OK to close it, and theWelcome to Business Analyst dialog box opens. Click Anexisting map, click TD_Tutorial.mxd, and then click OK.

2. Click the Add Data button from the Standard toolbar andnavigate to \ArcGIS\Business Analyst\Datasets\Tutorial.

3. Locate sales_locations.shp and click Add.

A geographic projection warning will appear, click Close. Theshapefile is added to ArcMap in the table of contents and inthe map view. In the table of contents, right-clicksales_locations and choose Open Attribute Table. Theattribute table contains information such as the office citylocation, the office manager and his/her employee ID, and themanager’s yearly sales volume to date. Close the table whenfinished.

Create territories

1. Click the Create Territories button on the Territory Designtoolbar.

2. Choose Metro Landscape from the Territory layer drop-downlist.

3. Click Create territories from locations and click Next.

4. Choose Territories from the Territory level to create drop-down list.

5. Choose sales_locations from the Point layer drop-down list.

6. Choose NAME from the Attribute for naming territories drop-down list. These names will replace the default names in yourterritory layer currently in the table of contents.

7. Choose Territories from the Territory level to create drop-down list. Be sure the number of territories to be created fromseed points text box is “5”, click Next. You will later createRegions as well.

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8. This dialog box focuses on how distance is measured fromyour seed points to your territories. To maximize efficiency,you know that your fleet should never travel beyond 40 milesfrom each office. For Distance type, choose Straight linedistance from the drop-down list and make sure the distanceunits are measured in miles. Type “40” in the text box providedfor Maximum distance that a territory is away from its seedpoint. This will ensure each territory boundary is limited to 40miles from each office. Leave the Minimum distance that aterritory is away from another seed point box unchecked.Choose Centroid of geography element in the Distance ismeasured to drop-down list and click Next.

9. Check Balance territories and click Next. The BalancingOptions dialog box appears.

Note: Unbalanced territories are created if you do not choose tobalance territories first.

10. You now want to choose the variables that will determine howyour territories are balanced. The Available variable(s)window represents fields in the alignment layer. Sinceresidential properties are your core clientele, you want tomake sure that each territory you assign contains an equalnumber of households. Choose the <current year> TotalHouseholds and add it to the Balancing variables windowusing the right arrow > button. Click Next.

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TUTORIAL 13

11. You want to make sure total households is more of a factor inthe balancing method. The default variable ratio is set to 50,but you can change the importance dynamically using the piechart. Click and drag the pie chart separator lines until youhave reached 75 for <current year>Total Households Sum, 25Distance. Click Next.

Note: you can manually edit the variable preference, but thevalues must total 100.

12. Check the boxes for Territories must be contiguous and Noholes inside territories and click Next. This will ensure thereare no gaps between ZIP Codes.

13. Review the settings you applied and click Finish. Yourterritories have been created, and the names of each officemanager have been assigned to their respective territories.

Set the territory extent

1. Now that you have defined your market area, you can set aterritory extent to ensure only that area is used in youranalysis. Click the Territory Design drop-down menu and clickTerritory Extent. The Territory Extent wizard opens.

2. Choose Metro Landscape from the Territory layer drop-downlist and choose Boundary of a layer, then click Next. ChooseTerritories from the drop-down list and click Finish. TerritoryDesign will draw a thick border around your territories todefine the outermost boundary of your analysis. Zoom outonce so that all of your territories are in view.

The territories you created should look similar to the territories shownin the map above. There are many default territory colors so theterritories you create may be slightly different.

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Create regions

Creating regions requires many of the same steps as creatingterritories, except you are creating a higher level to which theunderlying territories belong.

1. Click the Territory Design drop-down menu and click CreateTerritories.

2. Choose Metro Landscape from the Territory layer drop-downmenu list

3. Choose Create territories from locations and click Next.

4. Choose Regions from the Territory level to create drop-downlist.

5. Choose sales_locations from the Point layer drop-down list.

6. Choose CITY from the Attribute for naming territories drop-down list. These names will replace the default names in yourregion layer currently in the table of contents. You havechosen CITY as the name because these locations will dividethe two main command centers for all territories.

7. Choose Regions from the Territory level to create drop-downlist and type “2” in the Number of territories to be createdfrom seed points text box. Click Next.

8. Choose Straight line distance from the Distance type drop-down list and make sure the distance units are measured inmiles. Type “200” in the text box for Maximum distance that aterritory is away from its seed point. This ensures allterritories within the territory extent are included. ChooseCentroid of geography element from the Distance ismeasured to drop-down list and click Next.

9. Check Balance territories and click Next. The BalancingOptions dialog appears. The <current year> TotalHouseholds variable should remain selected; if not, add it tothe Balancing variable(s) window using the right arrow >button. Click Next.

10. To remain consistent with the underlying territories, click anddrag the pie chart separator lines until you have reached 75for Total Households, 25 for Distance. Click Next.

11. Check the boxes for both Territories must be contiguous andNo holes inside territories and click Next.

12. Review the settings you applied and click Finish. Yourregions have been created, and the city locations (Ann Arborand Clinton Twnsp) have been assigned to each region.

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TUTORIAL 15

View your regions in Edit Mode

Using Edit Mode will increase the thickness of your regionoutlines and temporarily make the underlying territoriesinvisible. Edit Mode makes multiple levels of territories easilydistinguishable without having to turn layers on or off in yourtable of contents.

1. Choose Regions from the territory level drop-down list locatedon the right side of the Territory Design toolbar.

2. Click the On/Off Edit Mode button on the Territory Designtoolbar. The Ann Arbor and Clinton Twnsp regions areseparated by color.

3. Click the On/Off Edit Mode button on the Territory Designtoolbar to exit Edit Mode and show territories again.

4. Save your work. Click the File menu, then click Save. Proceedto Exercise 3.

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Exercise 3: Reassign territories and create a territory report

In previous exercises you created a territory layer, brought inseed points, and created and balanced territories and regions.You are now ready to determine how well you balanced yourterritories and manually reassign them. Then you can create areport to output the information about your territories.

In this exercise, you will examine the Territory Design window,manually reassign territories, and create a territory report.

View the Territory Design window

1. If you’ve exited ArcMap, click Start, point to Programs, pointto ArcGIS, then click ArcMap. The Business Analystextension dialog box opens. Click OK to close it, and theWelcome to Business Analyst dialog box opens. Click Anexisting map, click TD_Tutorial.mxd, then click OK.

The Business Analyst Extension dialog box opens again; clickOK to close it.The Business Analyst Assistant opens; close itif you’ve already reviewed the tutorial.

2. Click the Show/Hide TD Window button on the TerritoryDesign toolbar.

The Territory Design Window opens at the bottom of thescreen. The TD window is dockable so you can resize andmove it to other locations within ArcMap if necessary. You arenow ready to view the TD Window. Notice that the window isseparated into two panes: the Data and Hierachy tabs on theleft side and the Statistics and Chart tabs on the right. You willfocus on the Data and Chart tabs first, then examine theHierarchy tab.

3. Click the Data tab. The data view shows which attributes areincluded in each level of your analysis. Choose MetroLandscape as the Territory layer and click Territories from theTerritory drop-down list. Click the <current year> TotalHouseholds field header to sort ascending and descending.Doing this shows the different ZIP Codes with the highestand lowest number of households assigned to each territory.You can right-click any data record to view the different datamanagement options available, such as Zoom to Territory orRemove Territory.

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TUTORIAL 17

4. Click the Chart tab. The chart view is a visual guide to howwell territories are balanced. A balancing line is included toshow the mean value of a selected variable for all territories.The chart shows all five territories by name. They appear tobe equally balanced by total households.

5. On the left pane, click the Hierarchy tab. The hierarchy viewshows a graphic tree view of your territory levels. Expand thetwo regions to see their respective territories. The numbers inparentheses next to the territory names are the number of ZIPCodes in each territory. The numbers in parentheses next tothe region names represent the count of territories in eachregion. Click on a region name to see the chart view change toshow region information. You see two bars instead of five.Click any territory name to return the chart view to theterritory information. Your territories seem to be fairly equallybalanced, but you notice that Mr. Richard is covering a ruralarea and his sales numbers have been low over the past year.You will now manually reassign more ZIP Codes to increasehis territory area.

6. Click the Territory Select Tool from the Territory Designtoolbar and click a ZIP Code assigned to Howe in the map.

7. Right-click the selected ZIP Code and point to Reassign ToTerritories at the bottom of the context menu, then chooseRichard.

You can see that the ZIP Code has been added to Richard’sterritory in the map view and on the chart. In the chart viewthe number of households in his column is more than theaverage level. Reassign a few more territories using the sameprocess. The Territories balance chart and data is updated toreflect this change.

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Create a territory report

1. Click the Territory Design drop-down menu and click TerritoryReport. The Territory Report dialog box opens.

2. Type a name for your territory report.

3. Make sure Metro Landscape is selected in the Territory Layerdrop-down list and click OK. A report opens onscreenshowing a map, balancing chart, and hierarchy of yourterritories and regions. You can export the file to PDF to sharewith your office managers.

Now that you’ve completed all the tasks in the tutorial, you havea good idea of what’s involved with using Territory Design forArcGIS from creating and balancing territories to reassigningthem and creating reports. Continue reading to learn about otherthings you can do with Territory Design or, if you prefer, use thisguide as a reference, reading the specific sections you need tocomplete your tasks.

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19

IN THIS CHAPTER

• Using the Territory Design toolbar

• Setting the Territory Extent

• Creating New Territory Layers

• Creating New Territories

• Using the Balancing Options andBalancing Territories wizards

• Resolving Overlapped Territories

• Importing Variables and RemovingVariables

• Exporting Territories

• Creating a Territory Report

• Using the Territory Design Window

• Working in Selection Mode andEdit Mode

• Setting the Territory Layer Proper-ties

In this chapter, you will learn about the different functions of TerritoryDesign for ArcGIS.

The Territory Design toolbar utilizes a drop-down menu and a wizard driveninterface similar to the other tools in the Business Analyst extension. Manyfeatures of the two programs are interchangeable. For example you can useZIP Codes found in Business Analyst to serve as a base layer for creatingtrade areas in Territory Design. Or you can export a Territory Design layerto Business Analyst to further study demographic information of newlycreated sales territories. All Territory Design features can be accessed fromthe toolbar or drop-down menu. This section gives step-by-step instructionsfor each Territory Design tool.

Using the Territory Design toolbar 3

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Using the Territory Design toolbar

Territory Design toolbar drop-down menu

If the Territory Design toolbar is not visible, click the View menu,click Toolbars, then click Territory Design. The dockable toolbaropens.

Territory Extent—Allows you to set different analysis extentssuch as the current map view, a selected boundary, or nonedefined

Active Layer—Allows you to make a different territory layer theactive territory layer, as well as create a new territory layer

Create Territories—Launches the Create New Territories wizardto create new territories

Remove Territory—Allows you to quickly remove previouslycreated territories

Balance Territories—Allows you to balance territories based onmultiple criteria

Balancing Options—Launches the Balancing Options wizard tosetup or alter the variables and associated weights used in thebalancing process

Resolve Overlapped Territories—Allows you to view duplicateterritory assignments and resolve their locations

Import Variables—Launches the Import Variables wizard to addattribute information from another database or location to aterritory layer

Remove Variables—Allows you to delete attributes previouslyimported to a territory layer

Refresh Imported Variables—Allows you to reimport variables ifa joined database is changed

Export Territories—Launches the Export Territories wizard toexport territory databases and boundaries for use outsideTerritory Design

Territory Report—Launches the Territory Report wizard to runreports on your territories

Show/Hide TD Window—Launches the Territory Design windowto manage layers and view statistics and chart information aboutyour territories

Selection Mode—Allows you to view elements of selectedterritory features

Edit Mode—Allows you to view and work with the active territorylevel

Territory Layer Properties—Allows you to view or makechanges to a variety of Territory Design settings

Territory Select Tool—Allows you to select elements on the map

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USING THE TERRITORY DESIGN TOOLBAR 21

1. Click Territory Extent from theTerritory Design drop-downmenu.

The Territory Design Extentdialog box opens.

2. Choose the territory layeryou want to use from theTerritory layer drop-down list.

3. Choose one of the optionsand click Finish.

If you choose BusinessAnalyst study area, choosethe study area you want fromthe drop-down list and clickFinish.

If you choose Boundary of alayer, click Next. Choose theboundary layer you wantfrom the drop-down list andclick Finish.

Setting theTerritory ExtentSetting the territory extent willensure that your analysis willinclude only the areas youspecify. This extent determinesyour overall market area. If youdo not set a territory extent,territories will be created for theentire layer you are workingwith. The additional processingcan be time consuming.

You must create a TerritoryLayer before being able to setthe Territory Extent.

TipYou can set different extents to limitwhere your analysis is performed.

Current map view: Limits theanalysis to the area currently onyour screen

Current selection: Limits theanalysis to areas you have selected,such as a group of ZIP Codes

Business Analyst study area: Limitsthe analysis to areas you havepredefined in Business Analyst

Boundary of layer: Limits theanalysis to the overall boundary ofa polygon or group of polygons

No extent defined: Removes theanalysis extent from your analysis

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Creating New Territory Layers

Territory layers must be set up first to perform an analysis inTerritory Design for ArcGIS. By creating a territory layer you setimportant parameters such as your alignment layer (for example,ZIP Codes or block groups), hierarchy levels, and the number ofterritories. You also determine what variables are needed to laterbalance your territories. Once you have successfully set upyour Territory Layer, it will be added to the map’s table ofcontents as a layer with an empty attribute table. When youcreate and balance your territories, the attribute information isautomatically populated. This section teaches the variousoptions for creating territory layers.

Here is some important information about territory layers.

• As a starting point Territory Design calls the first four levelsTerritories, Regions, Areas, and Divisions. These are standardterms for territory hierarchy. The remaining levels are named bylevel (such as Level 5, Level 6) You can set up to 10 territorylevels and have the option to customize the level names towhatever you choose.

• You can use the standard geography boundaries provided inBusiness Analyst to create territories or use your own polygonlayers. These boundaries are alignment layers.

• If you use your own boundaries, each polygon must have aunique ID and name associated with it.

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Creating a NewTerritory LayerTerritory layers must be set upfirst to perform analysis inTerritory Design for ArcGIS.These steps will give youinstructions on how to set up aterritory layer.

1. Select Create Territory Layeron the Territory Designtoolbar.

The Create New TerritoryLayer dialog box opens.

2. Choose an alignment layerfrom the Alignment layerdrop-down list..

3. Choose the Alignment layerID field from the drop-downlist. This field must be aunique ID.

4. Determine how manyterritory levels you want tocreate using the drop-downlist.

5. Rename your territory levelsas needed and enter the sizeof each level. Click Next.

6. Add the variables of eachlevel that determine yourbalancing and click Next.These variables make up thefields in your territorydatabases. u

TipThe alignment layer must have aunique ID. The alignment layerserves as the base geography layerfrom which all territories arecreated.

TipThe New Territory Layer file pathis the location where your TerritoryDesign analyses are stored. Bydefault the path is set to your MyOutput Data folder, but you canchoose any location.

TipWhen creating a new territorylayer, a copy of your alignmentlayer is created as well. The copy ismade so your original data is notaltered. The alignment layer copy isadded to the table of contentsunderneath your new territorylayer.

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7. Type a name in the NewTerritory Layer name text box.Set the file path workspaceand click Next.

8. Review the settings that willbe applied to the newterritory layer, click Finish.

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Properly allocated territories are a key component of anysuccessful business. With Territory Design you can setup,modify, and manage territories in a variety of ways. You mayhave created stagnant territories years ago that you want toreexamine or start fresh with no inherent knowledge of yourcompany’s newly acquired region. You might want to base yourterritories from franchise or customer locations. You might havea simple list of sales people and their accounts by location.These are all scenarios you can solve with Territory Design.This section teaches the various options for creating territories.

Territory creation options

Creating new empty territories: This option can be used to addterritories to a previously created Territory Layer. The newterritories will update in the table of contents.

Creating territories from locations: This option can be usedwhen you have a point layer with unique locations, called seedpoints.

Importing territories from a database: This option can be usedif you have a territory layer table format such as a .dbf. Thisdialog will help you map the appropriate fields to ensure it isimporting into each territory level correctly.

Seed points

Seed Points are point locations used in Territory Design todetermine starting points for creating territories. Seed points canbe anything from franchise addresses and sales offices todistribution centers and are a common method for creatingterritories. For example, if you have a set of salespeople inoffices around the Greater Chicago area, you can use this option

to create and balance their respective sales territories usingcensus tracts around each location.

The seed point locations can be any point file with geographicinformation tied to it. Territory Design uses the locations todetermine the geographic centers for the creation of the territo-ries. If you are creating fewer territories than the number of seedpoints, Territory Design uses clusters of your seed points as thegeographic center for each territory.

About the Number of territories to be created from seedpoints option

• The default number of territories is equal to the number ofterritories at the level where you create new territories. If thelevel where you create new territories is empty, the defaultnumber of territories is equal to the number of geographicelements from the alignment layer overlapped by the seedpoints.

• If the number of territories is equal to the number of geo-graphic elements in the alignment layer that overlap the seedpoints, territories are created for each geographic element of thealignment layer where the seed points are located.

• If the number of territories specified is greater than the numberof geographic elements from the alignment layer overlapped bythe seed points, all seed points are used to create territories andthe remaining number of territories are created from the nearestgeographic elements of the base layer.

• If there are fewer territories than the number of geographicelements overlapped with seed points, Territory Design usesclusters of your seed points as the geographic centers for eachterritory.

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Creating new emptyterritories

1. Click the Territory Designdrop-down menu and clickCreate Territories.

The Create Territories dialogbox opens.

2. Choose the territory layeryou want to use from thedrop-down list.

3. Choose Create new emptyterritory and click Next

4. Choose the Territory level tocreate from the drop-downlist.

5. Type the number of territoriesyou want to add.

The new territory is added tothe table of contents.

Creating NewTerritoriesCreating new empty territories

This option can be used to addterritories to a previouslycreated Territory Layer. Thenew territories will be added tothe table of contents.

TipYou must create a new territorylayer before before creatingterritories (see “Creating newterritory layers” in this chapter).

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Creating NewTerritoriesCreating territories fromlocations

The option can be used whenyou have a point layer withunique locations, seed points,around which you want toassign territories.

Creating territories fromlocations


The Create Territories dialogbox opens.


3. Choose Create territoriesand from locations, clickNext.

4. Choose the territory level youwant to create from the drop-down list.

5. Choose the point layer fromthe drop-down list (or clickthe browse button to navi-gate to it if it is not in the tableof contents) to determinewhich seed point locationswill build your territories.

6. Choose the attribute to nameeach territory.

7. Type the number of territoriesyou want to create and clickNext. u

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8. Set the distance require-ments for your territories:

Choose the Distance type(Straight line distance, Drivedistance, or Drive time) andcorresponding distance unitsfrom the drop-down lists.

9. Set the maximum distance aterritory can be from its seedpoint.

You can also choose to setthe minimum distance aterritory is from another seedpoint.

10.Choose whether distance ismeasured to the centroid ofeach geography element orto the nearest boundary ofthe geography element. ClickNext.

To create territories withoutbalancing them, click Next.Unbalanced territories arecreated after you review yoursettings and click Finish.

To balanced territories now,check Balance territories andclick Next. The BalancingOptions dialog box will open.To complete these steps,continue to “Using theBalancing Options andBalance Territories wizards”,step 8.

Tip

Measuring Distance

Centroid of a geography elementrefers to the distance between a seedpoint location and the geographiccentroid of a polygon (such as ZIPCodes).

Nearest boundary of geographyelement refers to the distancebetween a seed point location andthe edge of a polygon boundaryclosest to that seed point.

TipFor the Number of territories to becreated from seed points option thedefault is the number of territoriesyou specified when creating yourterritory layer. You can also havemore seed points than territories.For example, if you have 60different franchise locations, butonly want to show 8 territories,Territory Design groups the seedpoints into clusters to determine thecenter point for each of the 8territories.

TipThe Drive distance and Drive timeoptions are only available when theBusiness Analyst and ArcGISNetwork Analyst extensions areinstalled.

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Create NewTerritoriesImporting territories fromdatabase

The option can be used if youhave a territory layer table suchas a .dbf file. This dialog boxwill help you map the appropri-ate fields to ensure it is import-ing into each territory levelcorrectly. An example of thiswould be that organizationsmay have a set of ZIP Codesassigned to salespeople. TheseZIP Codes can be imported intoTerritory Design as salesterritories. Once you have thedata in Territory Design, furtheranalysis can be performed.

Importing territories froma database


The Create New Territoriesdialog box opens.

2. Choose Import territoriesfrom databaseand click Next.

3. Choose the database filefrom which you are importingyour territories from the drop-down list or by clicking thebrowse button to navigate toit.

4. Choose the number ofterritory levels.

5. Choose the database fieldsfor each territory level.

Click the attributes to changeID fields if needed. ClickFinish.

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Using the Balancing Options and Balance Territories wizards

A powerful aspect of Territory Design for ArcGIS is its territory-balancing capabilities. Balancing sales territories, service areas,or franchise boundaries is a key component to any successfulbusiness. With Territory Design, it is possible to balance areasbased on multiple factors such as the size of each territory, theprojected sales figures across your region, or the distancetraveled between each store.

The two main components of balancing are the BalancingOptions and Balance Territories wizards. Balancing Options isused to set up the parameters for how a particular territoryshould be balanced. For instance, you can choose ZIP CodePopulation and Sales Revenue Per Store Location as variablesand allocate more importance to whichever variable should havea greater weight in determining the makeup of your territories.Once the balancing options are finalized the Balance Territorieswizard is used to apply the parameters to your territories. Thissection provides insight into balancing territories using Terri-tory Design.

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1. Click the Territory Designdrop-down menu and lickBalancing Options.

The Balancing Optionswizard opens.

2. If you have already created aterritory layer, choose theTerritory Layer you want towant to work with from thedrop-down list.

3. Choose the level you wantbalance and click Next.

4. If you are balancing territo-ries with seed points, checkthe Use seed points box andchoose the point layer fromthe drop-down list..

Check the Do not reassignpolygons that contain seedpoints check box if you do notwant polygons that overlapseed points to change. u

Setting BalancingOptions andBalanceTerritoriesparametersThis section provides instruc-tion on how to balance territo-ries. Before proceeding withthis section it is assumed youalready created a territory layerand created territories.

TipChecking the do not reassignpolygons that contain seed pointscheck box will ensure that thepolygons where seed pointlocations overlap are not changedto another territory. This isespecially important when you havemore seed points than the territo-ries.

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5. Set the distance require-ments for your territories:

Choose the distance type(Straight line, Drive distance,or Drive time) and corre-sponding Distance units fromthe drop-down lists.

6. Set the maximum distance aterritory can be from its centeror seed point.

You can also choose to setthe minimum distance aterritory is from seed points.

7. Choose whether distance ismeasured to the centroid ofeach geography element orto the nearest boundary ofthe geography element. ClickNext. u

Tip

Measuring DistanceCentroid of a geography elementrefers to the distance between thecenter of a territory or seed pointlocation (if specified) and the edgeof a polygon boundary closest tothat seed point.

Nearest boundary of geographyelement refers to the distancebetween the center of a territory orseed point location (if specified)and the edge of a polygon bound-ary closest to that seed point.

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8. Add the balancing variablesthat will weight your areasand click Next.

You can bring in othervariables by clicking ImportVariable. For more informa-tion, see “Importing variablesand removing variables” laterin this chapter.

9. Determine the importanceeach variable has towardbalancing the territories.

To do this, under the Prefer-ence(%) column, type thepercentage or drag the piechart lines to the left or right.Click Next. u

Tip

Using the preferences piechartBy default, all variables areweighted equally. The pie chart is away to change the variableimportance of the territories youare creating. Click and drag theseparator lines to dynamicallychange the percentages. Thenumbers will automatically changein the field view. The percentagemust total 100. The distance weightis a significant factor in thedevelopment of territories. If youwant to balance your territoriesbased on an attribute, such assales, make sure you minimize thedistance weight in the pie chart.

For example, you are a cable TVprovider looking to redistrict yourfranchise areas, which are basedon ZIP Codes. You know thathaving an equal populationdistribution is key to adequatelysupport your customer base, butyou also know that as long as youhave enough technicians on hand,the size of the area is not relevant.In this case, you may want to setthe population importance variableat a higher percentage and leavethe distance factor low. This willincrease the probability that theunderlying ZIP Codes will becombined to form weightedterritories with equal population.

TipYou can use the available fieldsfilter to quickly find a variable tobalance.

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Tip

Geographic BalancingOptionsTerritories must be contiguous:Checking this option ensures thatall geographic objects adjacent tobalanced territories are included inbalancing.

No holes inside territories:Checking this option ensures thatthe balancing algorithm does notcreate blank areas wholly con-tained inside territories. Anyunassigned elements are appendedto the surrounding territory. Thebalancing algorithm does notremove holes that were presentbefore starting the Balancecommand.

Use unassigned territories:Checking this option ensures thatcurrently unassigned geographicelements are added to territories toimprove the balance. Uncheck thisoption if you only want to swapgeographic elements betweenterritories.

Tip

Balancing TerritoriesYou should set your parameters onthe Balancing Options wizardbefore choosing to balanceterritories. When you choose tobalance territories, you areapplying the parameters set on theBalancing Options wizard.

If you are trying to balance a set ofunassigned geographic elements(eg, ZIP Codes, census tracts) intoterritories, you must first createterritories.

10.Check the boxes for geo-graphic options for balancingterritories and click Next.

11.Review the settings that willbe applied and click Finish.

The Balancing Optionsdialog box closes. With thebalancing options set, youare now ready to balanceterritories. u

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12.Click the Territory Designmenu and click BalanceTerritories.

The Balance Territoriesdialog box opens.

13.Choose the territory layeryou want to work with fromthe drop-down list.

14.Choose the territory level youwant to balance and clickOK.

The attribute table and mapare updated based on thebalancing options you haveset.

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1. Click the Territory Designdrop-down menu and chooseResolve Overlapped Territo-ries.

The Resolve OverlappedTerritories dialog box opens.


3. Only one box under theOverlapped territoriescolumn correspoing to theConcurrent elements columnshould be checked to ensureterritories are not overlapped.Check only the boxes whereterritories belong to concur-rent elements.

TipThe overlapping of territories issupported only at the alignmentlayer level.

Territories can be created tooverlap each other by importingterritories, from a selection on themap, and by copying/pasting.

Within the Resolve OverlappedTerritories dialog box, Concurrentelements refers to territories ateach hierarchy level that belong tomore than one territory at thehigher level. The Overlappedterritories listing contains upper-level territories, which incorporatecurrently selected unresolvedterritories. You can check on/off theupper-level territories to resolvethe overlapping.

ResolvingoverlappedterritoriesIt is possible that more than oneterritory can contain the sameunique element. For example,one ZIP Code could belong totwo different territories.Territory Design provides theResolve Overlapped Territoriesutility to solve this.

TipIf you have overlapped territories,they will appear in the table ofcontents as a new layer. Over-lapped territories appear hatchedin the map.

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Importing Variables

1. Click the Territory Designdrop-down menu and clickImport Variables.

The Import Variables wizardopens.

2. Choose the input featureclass or table you want toimport from the drop-downlist or click the browse buttonto navigate to it.

3. Select the territory layer youwant to import the variablesto.

4. Choose the database joinmethod.

a. If you choose Join byattribute, do the following:

• Choose the alignmentlayer field you want tojoin from the drop-downlist.

• Choose the input tablefield you want to join fromthe drop-down list andclick Next.

b. If you choose Join bylocations, click the buttonand click Next.

5. Choose the variables youwant to import to the territo-ries and use the right-facingarrows to add them.

6. Confirm the settings that willbe applied and click Finish.

TipYou can import point or polygonlayers to Territory Design. Whenyou choose a polygon layer andclick Join by locations, the valuesto the imported variables aredivided in proportion of theimported polygons that overlap thepolygons of the alignment layer.

You can also import a BusinessAnalyst Dataset (BDS). TheBusiness Analyst apportionmentmethod is used to calculate thevalues of the imported variables.

Importingvariables andremovingvariablesTerritory Design providesoptions to bring new attributesinto an existing territory layer.For example, you may want tojoin newly compiled salesfigures before readjusting yourcompany territories. Once youbring in selected variables, youcan refine the list using theRemove Variables dialog box.

TipRefresh Imported Variablesreimports variables from joineddatabases.

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TipChoosing to remove variables willremove the joins between theexternal tables of the importedvariable and the territory database.It is assumed you have alreadyimported variables before choosingto remove them. Note: If you moveyour joined external table, the joinwill be broken and you will not beable to access the importedattributes in Territory Design.

TipThe performance of the balancingoperations can be reduced whenimported variables are present.

Removing Variables

1. Click the Territory Designdrop-down menu and clickRemove Variables.

The Remove Variables dialogbox opens.

2. Choose the variables youwant to remove by clickingthe right arrows. Click OK.

The variables are removedfrom the territory database.

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ExportingterritoriesTerritory Design providesmultiple options to export yourterritories for analysis in otherprograms. For example, you cancreate a set of territories inTerritory Design, then exportthem for use in BusinessAnalyst.

TipExporting territories as trade areasallows Business Analyst to read theterritory polygons within the TradeArea wizard. You can then usethese trade areas in subsequentreports and analysis in BusinessAnalyst.

Exporting territories toBusiness Analyst TradeAreas

1. Click the Territory Designdrop-down menu and clickExport Territories.

The Export Territories wizardopens.

2. Click Export territories toBusiness Analyst TradeAreas and click Next.

3. Choose the territory level orindividual territories you wantto export from the drop-downlist.

4. Give the trade area a name.

5. Review the settings that willbe applied.

6. Click Finish.

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TipYou can export your territorydatabase to the following formats:

- dBASE Tables

- File and personal geodatabasetables

- SDE tables

Exporting a territorydatabase



2. Click Export territoriesdatabase and click Next.

3. Click the browse button tonavigate to a location whereyou want to save the file.Name your file and clickSave.

4. Click Finish.

Exporting a territory databasecreates a territory assignmenttable. The assignment tablecontains names and unique IDsfor each hierarchy level, such asTerritories, Regions, and Areas.

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Exporting both territorydatabase and alignmentlayer records



2. Click Export territory data-base and alignment layerrecords and click Next.

3. Add the variables you want toexport by clicking the rightarrows and click Next.

4. Click the browse button tonavigate to a location whereyou want to save the file.Name your file and clickSave. Click Next.


6. Click Finish.

TipYou can export your territorydatabase and alignment records tothe following formats:

- Shapefile

- File and personal geodatabasetables

- SDE tables

TipExporting the territory alignmentlayer is helpful, especially if youhave joined attributes from anotherdatabase. The exported file showsthe selected variables from both theoriginal database and the exter-nally joined table.

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TipYou can export your territorydatabase and alignment records tothe following formats:

- Shapefile

- File and Personal Geodatabasetables

- SDE tables

TipBy exporting the territory level andcorresponding variables, you havethe option to select any of thesummarized fields including Sum,Max, Min, Average, Median,Standard Deviation, and Percent ofTotal. These summarized fieldsrepresent the apportioned datawithin a territory boundary. Forexample, if you export a territorylayer created from ZIP Codes andselect Sum for a populationvariable, Territory Design willexport the boundary of the territorywith the aggregated total popula-tion within the ZIP Codes thatmake up the new territory.

Exporting territoryboundaries andvariables



2. Click Export territory bound-aries and variables and clickNext.

3. Choose the territory level toexport from the drop-downlist.

4. Add the variables you want toexport by clicking the rightarrows and click Next.

5. Click the browse button tonavigate to a location whereyou want to save the file.Name your file and clickSave. Click Next.


7. Click Finish.

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1. Click the Territory Designdrop-down menu and clickTerritory Report.

The Territory Report dialogbox opens.

2. Type name for your territoryreport in the text box pro-vided.

3. Choose the territory layer youwant to report on from thedrop-down list and click OK.

The Territory Report isdisplayed on screen.

Creating aterritory reportYou can generate a reportshowing the main elements ofcreating territories. Thisdocument serves as a summaryfor the work you have done tocreate and balance yourterritories. The territory reportis accessed through the CrystalReports viewer, but you canexport to various formats suchas PDF, Word, or HTML.

The territory report includes thefollowing information:

• Hierarchy of territories

• Map of territories

• Territory variable statistics

• Chart view of territorystatistics

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Territory Design Window

The Territory Design window is the central location for viewingyour territory information and adjusting properties. The windowis dockable and is divided into two main panes. The first panecontains two views, Data and Hierarchy. The second pane alsocontains two views, Statistics and Chart. The window can beaccessed from the Territory Design toolbar and is designed to

Data view

Hierarchyview

Statisticsview

Chart view

Territory Design window

be interactive as you perform your analysis within TerritoryDesign. The different views will help show how well yourterritories are balanced. You can customize the window usingthe options in the Territory Layer Properties dialog box. Sincethe window is dockable, it can be resized and move it to differentparts of the screen. This section explains the different parts ofthe Territory Design window.

Balancing line

Territory layer

Alignment layer

Resize the window paneup or down hereClick and hold here

to dock the windowelsewhere

Territory Design toolbar

Active territory layer

Resize the TD windowpane left or right here

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Working in data view

1. Click Show/Hide TD Windowfrom the Territory Designtoolbar.

The Territory Design windowopens. Dock it as necessary.

2. Click the Data tab.

3. Choose the Territory layeryou want to work with fromthe Territory layer drop-downlist.

4. Choose the territory level youwant to work with from theTerritory drop-down list.

The territory attributes aredisplayed in the data window.

Territory DesignWindow:

Data viewThe data view is a table view ofobjects that make up yourterritories. The data view issynchronized with the hierarchyview. The territory layer andselected territories are appliedin both views. You can performmany behind-the-scenesanalysis in the data view.

Tips- You can sort fields in ascendingor descending order by clickingany of the attribute field headers.

- You can add more attribute fieldsto the data view by opening theTerritory Layer Properties dialogbox, and choosing from theavailable variables.

- You can quickly reassignterritories by clicking a field underTerritory. The Territory drop-downlist allows you to select otherterritories.

- Right-clicking a Territory fieldprovides many different territorymanagement options.

- Double-clicking any data recordzooms to that element on the map.

- Selection of multiple territories issupported in the data view byholding down the Shift or Ctrl keyand clicking fields.

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Hierarchy viewThe Hierarchy view is agraphical view of your territorylevels. The hierarchy view ofterritories is displayed in a treeview. The Hierarchy view issynchronized with the Dataview.

Tips- Each geographic element containssub-objects when applicable. Forexample, lower territories areconnected to their higher regions ina tree view.

- You can drag and drop lower-level elements to higher categories.For example, you can move aterritory assigned to Region 1 intoRegion 2.

- Right-clicking any geographicelement provides many differentterritory management options.

- Double-clicking any geographicelement record in the hierarchyview zooms to that element on themap.

- Double-clicking the territorysymbols (colored rectangles) opensthe standard ArcGIS SymbolSelector dialog box. Right-clickingthe territory symbols will open theArcGIS Color Pick dialog box.

Working in hierarchyview



2. Click the Hierarchy tab.

3. Choose the Territory layeryou want to work with fromthe Territory layer drop-downmenu.

All geographic elements ofthe territory layer are shownin the hierarchy window.

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Working in statisticsview



2. Click the Statistics tab.

3. Choose the territory level youwant to work with from theTerritories Level drop-downlist.

The statistics for the selectedgeographic elements aredisplayed.


Statistics viewThe Statistics view displays thestatistics for selected levels ofyour territory hierarchy. Theavailable statistics are summari-zations of the territory attributefields.

Tips- Statistics are shown as count,sum, min, max, average, median,standard deviation, and balanceindex. The balance index indicateshow close the created territoriesare to the parameters defined in theBalancing Options dialog box.

- You can add more statistic fieldsto the statistics view by opening theTerritory Layer Properties, andchoosing from the availablevariables for each territory level.Clicking +/- expands or collapsesyour territory level tree views.

- You can view statistics by overallterritory level or individualgeographic elements by choosingthe desired layer from the Territo-ries Level drop-down menu.

- Right-clicking any place in thestatistics view and clicking“Statistics...” opens the standardArcGIS Statistics dialog box.

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Working in chart view



2. Click the Chart tab.

The contents of the chartview are controlled by what isselected in the Territory layerdrop-down list of the data orhierarchy views or by thecurrent level selected on thedrop-down list on the TDtoolbar (not the TerritoryDesign drop-down menu, butthe hierarchy level drop-down list on the right side ofthe toolbar).


Chart viewThe chart view displaysbalancing information forterritories. The chart provides avisual guide to how wellterritories are balanced. Abalancing line is included toshow the mean value of aselected variable for all territo-ries.

Tips- You can add more attribute fieldsto the chart view by opening theTerritory Layer Properties doalogbox, and choosing from theavailable variables in the Charttab.

- Add the balancing line in theChart tab in the Territory LayerProperties dialog box.

- Territory names may not bevisible or are truncated in the chartview if there are too manycharacters in a territory name or ifthere are many territory columns.

- Right-clicking a territory chartcolumn provides many differentterritory management options.

- Double-clicking any territorychart column opens the ArcGISSymbol Selector. Changing thecolor or symbol in the chart view isalso reflected on the map and in thedata and hierarchy views.

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Working in Selection Mode

Selection Mode is a way of working with selections of yourterritories and displaying the results for only those selections.You can access Selection Mode from the Territory Designtoolbar. Selection Mode works in the data view, statistics view,and chart view.

Selection Mode relates to selections made by the TerritorySelect Tool found on the Territory Design toolbar. Selectionsmade by the standard ArcGIS Select Feature tool do not affectthe Territory Design views when in Selection Mode. It does,however, turn off Selection Mode.

If you are using Selection Mode for the data view, data areshown only for elements that are selected in the map.

If you are using Selection Mode for the statistics view, statisticsare shown only for elements that are selected in the map.

If you are using the Selection Mode for the chart view, the chartis will shown only for elements that are selected in the map.

You can use the Territory Select Tool to work with the map. Withit, you can select data management options such as create anew territory, reassign a territory, copy, and remove a territory.

A map showing a set of territories with Selection Mode turned on. The TDWindow chart shows only the information for the selected areas.

Selected geographic elements(ZIP Codes) within territories

Chart representing selected itemsonly within territories

Hierarchy information is updatedto show only selected features.

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Working in Edit Mode

Edit Mode is a way of working with territories having multiplehierarchies. When in Edit Mode, Territory Design increases thethickness of the boundary lines for the active level of territoriesand shows geography elements of its base layer, making the

hierarchy levels easily distinguishable. Also, other territorylevels on the map become temporarily invisible. You can editterritories in Edit Mode using the standard Territory Designediting features including the Territory Select Tool, and dataview and by draging and dropping territories. The visibility ofthe territory levels is restored after turning off Edit Mode.

A map showing a set of regions in Edit Mode. The underlying territoriesare made invisible.

A map showing a set of territories. Regions are created from theseterritories, but will not be shown until Edit Mode is turned on.

Geographic elements (ZIP Codes)from the alignment layer that form theterritories

Territories

Alignment layer isturned off. Underlying territory

boundaries are shown.Alignment layer

Regions are shown andoutlined in bold.

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Setting the territory layer properties

The Territory Layer Properties dialog box is accessed from theTerritory Design toolbar. It can be used to control a variety ofsettings for working with the software.

Throughout this section, you will learn more about the differenttabs on the Territory Layer Properties dialog box, including:

• Data tab

• Statistics tab

• Chart tab

• Map Display tab

• Data Source tab

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Setting territory layerProperties on the Datatab

1. Click the Territory LayerProperties button from theTerritory Design toolbar.

The Territory Layer Propertiesdialog box opens.

2. Click the Data tab.

3. Choose the availablevariables and use the arrowsto move them to the Dis-played variable(s) area andmake them active. ClickApply to continue to workwith the territory layerproperties, or click OK tosave your new settings andclose the dialog box.

Territory LayerProperties:

Data tabThe Data tab allows you tocontrol what attributes areincluded in each level of youranalysis.

TipIf you add available variables tothe displayed variables window inthe Data tab, the displayedvariables are automatically addedto the territory level database youare working with. Conversely ifyou remove any displayedvariables, they will be removedfrom the territory level database.

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Setting territory layerproperties on theStatistics tab



2. Click the Statistics tab.

3. Click Add to see a list ofvariables.

4. Choose the type of statisticyou want to see from thedrop-down list.

5. Choose the variable youwant to show in the Fieldarea and click OK.

6. Click Apply to continue towork with territory layerproperties or click OK to saveyour new settings and closethe dialog box.


Statistics tabThe Statistics tab allows you tocontrol what attribute statisticsare shown in each level of youranalysis.

TipThe variables that you add on theStatistics tab will show up inTerritory Design Window.

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Setting territory layerproperties on the Charttab



2. Select the Chart tab.

3. Choose the availablevariables and click the rightarrows to move them to theDisplayed variable(s) areaand make them active. ClickApply to continue to work inthe territory layer propertiesor click OK to save your newsettings and close the dialogbox.


Chart tabThe Chart tab allows you tocontrol what attributes areincluded in the Territory Designcharting. You can view the chartinformation in the TerritoryDesign Window on the Charttab.

TipBy checking on the Show balancinglines check box a line is displayedin the Territory Design Windowchart showing the mean value ofthe attributes you choose. Thisprovides a visual guide to how wella territory has been balanced. Youcan show more than one attributeat a time; a balancing line is shownfor each attribute.

TipClicking Chart Properties opensthe standard ArcGIS AdvancedChart Properties dialog box. Youcan further customize your chartusing this dialog box.

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Setting territory layerproperties on the MapDisplay tab



2. Click the Map Display tab.

3. Check the territory levelswhere you want to displayinternal boundaries.



Map Display tabThe Map Display tab allowsyou to control which territorylevels are shown with internalboundaries in ArcMap. Forexample, if you have twoterritories created from a set of30 ZIP Codes, the ZIP Codeboundaries are displayed withineach territory. When a territoryis created, the alignment layerboundary files are dissolved toform a contiguous territorypolygon. Displaying theboundaries can be helpful ifyou want to show the totalboundaries within each territoryor the size distribution of theboundaries.

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Setting territory layerproperties on the DataSource tab



2. Click the Data Source tab.

3. Type your workspace filelocation or click the browsebutton to navigate to alocation.



Data Source tabThe Data Source tab allows youto control where your TerritoryDesign analyses are saved. Theinformation is stored in a file-based geodatabase.

TipBy default, the Territory Designworkspace is set to C:\My OutputData, but you have the option tosave it to any location you choose.

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Setting territory layerproperties on theNetwork tab



2. Click the Network tab.

3. Choose the analysis solvertype from the drop-down list.



Network tabThe Network tab allows you tocontrol which drive-timemethods Territory Design uses.You have the option to useStreetMapTM or NetworkAnalyst.

TipDrive-times can be used inTerritory Design when you balanceterritories. For instance you can setparameters so that a location can’texceed a 25-minute drive-time. Inthis scenario you, have the optionto choose Network Analyst orStreetMap to solve the drive-time.

- Network Analyst yields highlydetailed drive-time polygons butmay take longer to create.

- StreetMap produces moregeneralized drive-time boundaries,but works very fast.

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Using Territory Design for ArcGIS - Esri...

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