PDA

View Full Version : Testing MapPoint 2013



VLL
10-11-2012, 01:08 PM
I have been using Business MapPro for years. Because we usually map all our own data, we've been able to continue using it. However, it is not compatible with Windows 7 and now we are forced to find something new.

In a nutshell, we plot sales territories by customers and manipulate from there. Some of our sales managers would like to take our maps and have the added functionality of drive times and directions. I'm testing MapPoint 2013 to see if it works for all of us, and have a few questions.

1) Is the create territories functionality turned off in the 14 day trial version? Now that I have my customer data plotted with symbols, I'd like to manually highlight counties within certain rep territories (sometimes our reps cross county boundaries). I click on the Create Territory Wizard and indicate I'd like to create manually by County, but when I try to select the counties, nothing happens. Also, the "Add to territory" and "Remove from Territory" buttons are greyed out - maybe because I can't select the counties.

In Business MapPro I had to click on the little "i" w/ a circle icon to get it to select the counties. Is there something similar here?

Also, another functionality question. In MapPro, I could map customers from several different reps and color code them by sales rep. It looks like I can do that here but only up to 8 different territories at a time. Is that correct?

Once I have my multiple territories, I'd like to look at various realignment scenarios. In MapPro I could outline a territory by a specific shape or by polygon which meant I could draw my own boundaries, and MapPro would select that data within the boundaries and show it to me. Can MapPro do that?

Sorry for the basic questions.

Vicki

Eric Frost
10-12-2012, 09:15 AM
The Business MapPro the same as ESRI's discontinued BusinessMap? There's some discussion in the articles section comparing MapPoint and BusinessMap, let me know if you need help finding this and I can send you a link.

Not to discourage you but it might be simpler to play with some compatibility settings or run a virtual machine to make BusinessMap run on Windows 7?

Mapping software from my experience can have very widely differing capabilities, it's not like Word Processing software where there are basically equivalent functions for everything.

1) No, it is fully functional. You have to select a county before adding to a territory. Click on the name label. Another thing you can do is hold your mouse button down and drag a rectangle. Then you can add a whole bunch of counties at once.

To do more than 8, group then into multiple datasets. Say if you have 20 reps, group them into 3 groups -- say 8 in the North, 5 in the central, and 7 in the South -- or whatever logical grouping makes sense for you.

You can show data within Territories! This is a really nifty and not well known feature in my opinion. When you map the data, select to map by shaded area, and for the geography level, choose Territory.

Hope this helps, let us know how it goes!
Eric

VLL
10-18-2012, 03:06 PM
Thank you very much! This helped. I've been using BusinessMap for nearly 10 years (3 versions, I think) and was being impatient in my MapPoint review.

Yes, the Business MapPro I'm referring to is the same the discountinued BusinessMap.

I wasn't clicking on the actual county label to created the territories. I do like how you can highlight an area and create a territory, and exporting that data to excel is quite slick. That part is faster than BusinessMap. I just wish you could create the territories using drawing lines instead of only being able to create them in rectangular shapes.

While at times it may be annoying to only be able to upload 8 territories at a time, we can probably live with it.

Do you know if there is a way to view these maps on Microsoft Streets and Maps at all? Some of our sales managers have that and would like to take subsets of my maps and be able to use them to locate individual customers.

Thanks so much for your help. I did review some of the prior posts. Has anyone tried Territory Mapper? There are some features that are very similar to BusinessMap, but like anything, I haven't quite been able to tweak the maps like I want to. I'm reviewing that software too. One flaw is that it wants to map by latitude and longitude, and I don't have that information readily available.

Vicki

Eric Frost
10-19-2012, 09:21 AM
>> Do you know if there is a way to view these maps on Microsoft Streets and Maps at all? <<

I know of some BIG companies that use Sreets & Trips as their primary tool for distributing maps to field personnel. The #1 disadvantage is that you can't show any shading or territories, just pushpins. Also, you can't automate Streets & Trips.

>> One flaw is that it wants to map by latitude and longitude, and I don't have that information readily available. <<

MapPoint can be used to get the lat/lon for each location using third-party tools, it is called geocoding. Some tools that do this include the Geocoding tab on the MapPoint Power Tools spreadsheet, the Pushpin Tool, and MPSuperShape.

hope this helps!

Eric