Filter the data presented on your map for deeper insights, just like you would in a spreadsheet
Extracting relevant information from spreadsheets can be quite difficult when you are not a sales analyst. Visualizing your data makes it far more interesting, much easier for reviewing, assessing, and communicating with others.
Analyzing sales data usually starts with an export of all your data from your CRM or Database into Excel or CSV format, where you have customer identification information alongside the sales data. In Excel, you would filter this data to get to what you really want to look at. In eSpatial, you can filter your table of data in the same way you would in Excel or any other spreadsheet program.
Filtering your data while it is already plotted on a map allows you to create multiple views of the same data that you can share with various colleagues and team members depending on what they need to see.
- Your sales team may only want to see their own customers and their own performance from within their own territories.
- Your manager might want an overview of the entire country based on sales of a certain value to identify opportunity hotspots.
- You might want to take a look at one region to see if there is any correlation between the demographics of that region and the sales quality and volume of that region.
You can do all of this and more by taking advantage of the eSpatial Data Filtering feature. There are two ways to filter data in eSpatial, based on an alphanumeric or numeric value just like you would in excel. Additionally, you can filter geographically based on the datasets on your map, for example, your sales territories or areas the drawn with the polygon functionality.
Filter Your Data in 3 Steps
1: Open Your Table
By default, the Table will be collapsed in the bottom right corner of the screen as seen below.
Click on the double arrows to expand it.
2: Select the Dataset You Want to Filter
You can do this by clicking on from the Viewing drop-down menu and choosing the dataset you want to work on.
3: Open the Filter Options
Select the Sort/Filter button at the top of the column you wish to filter. This will open the Filter window beside the table.
3a: Numeric Filters
- Use the slider to change the value
- Click on the values to enter new values for the filter manually.
- Click on the X icon to remove the filter.
3b: Text Filters
If the column is a text field and has less than 60 distinct values then the filter window will appear as below. This will allow you to choose one or more values.
- Click on All to remove or add all results to the map.
- Click on one or more choices to add or remove them from the map.
- Click on the X icon to remove the filter.
If the Column is a text field and has more than 60 distinct values then the filter window will appear as below.
- Click on the drop down and select the criteria you want and enter the appropriate value in the text box.
- Click on the + to add another filter or click on the – to remove a filter.
- Click on the X icon to remove the filter.
3c: Geographic Filters
You can filter your data geographically based on the data you have in your dataset, such as state, territory, county regions in the same way you would with a text filter. Or you can draw a polygon on your map and filter to that area. This will filter your map and table to only include the data that falls within the borders of that polygon.
- Click the Custom Area button to the right of the address search bar.
- Draw your polygon around the area you want to concentrate on and double click on the last point to close the polygon.
- A pop up box will appear. Click on the filter icon to filter your data.
