View Full Version : How to plan routes within a territory?
11-26-2010, 01:48 PM
We just recently installed MapPoint in the office and have created a few sets of pushpins and territories. Is it possible to automatically create a "route planner" for a territory? I know you can manually select the pushpins to create a route, but it would be much more convenient if we could select 1 territory and have a route. Please let me know if there's an easy solution, Thank you!
11-26-2010, 02:25 PM
You can right-click on a dataset and select Add Pushpins As Stops.
This assumes you want to add all of the pushpins in the dataset as stops.
However, you only want to add the pushpins within a single territory.
So you need to create a new dataset with only the pushpins within a single territory.
To do this, you can trace a polygon outline (freeform shape) around all the pushpins in a territory and right-click on the polygon and select Export to Excel.
This will create an Excel workbook with a separate worksheet and list of pushpins for each dataset. If there are multiple datasets, you would then want to paste them all together into one worksheet.
Now import this new worksheet into MapPoint as a new dataset, then right-click on it and Add Pushpins As Stops.
whew! :surrender: If this seems like a lot of steps, the good thing is that most of it can be automated.
Go ahead and give it a shot and let me know how it goes. If you are interested in getting some help developing macros to automate some steps, send me a PM or write to email@example.com
11-26-2010, 02:51 PM
Thank you, Eric
Your method did work just fine, the only problem is that I have 3 types of pushpins within each territory. When I follow your steps it combines those 3 into 1, and makes it more difficult to see which store type it is. I'll have to see if this is ok or if we need to build an add-on to keep the separate pushpins.
One other question, is it possible to save routes? I can manually select each pushpin in a territory to get the route, but I don't know how to save it after that.
11-26-2010, 02:52 PM
You would have to save the PTM file, this will save the route in the PTM file.
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