As well as being able to create territories from existing data, territories can be manually created using a point and click process.
To manually create a new set of territories, start the Territory Wizard by selecting Territories… from the Data menu:
Select Create manually and press Next. This will then let you set the name of the territory dataset, and the unit of geography used to define the territories:
The unit of geography is the administrative area that defines the territories. Each territory will consist of one or more of these areas. For example, select “ZIP Code” if you wish to define territories as groups of zip codes. You cannot split an administrative area between multiple territories. For example, a territory defined in terms of zip codes cannot include half a zip code.
Pressing Next displays an information panel that describes how territories are added and modified. Press Finish to close the wizard. This will display the Territory Manager with an empty territory dataset. The Territory Manager can be used to edit territories and to change their colors.
Territories can be edited with the addition or deletion of administrative areas. Editing is performed using the Territory Manager. This can be displayed by selecting Territories… on the Tools menu, or by directly selecting Territory Manager in the Task Pane. Here is an example of the Territory Manager with a set of territories displayed:
There are three buttons to the right of the list of territories. The top button shows a multi-territory icon. Press this to add a new territory. Click on the new territory in the list to change its name.
Territories can be deleted by selecting the territory in the list, and then pressing the cross (middle) button to delete the selected territory. The third button shows a tin of paint and is used to change the territory colors.
Extending a Territory
To extend a territory, first select it in the Territory Manager, and then select the area or areas which you wish to add to this territory. This can be performed by point-clicking, or by dragging a selection rectangle around multiple areas. Here, we have selected one area (Luna County in New Mexico) in order to add it to the Sue Jackson territory.
After selecting the new area(s), right click on the selection and select Add to territory from the popup menu. This will add the new area(s) to the selected territory:
Areas can also be removed by selecting the areas to remove and by using the right-click popup menu. To remove an area, select Remove from territory from the popup menu.
Exporting Territory Definitions
After creating and editing your territories, you can export their definitions (i.e. lists of component geographic areas) to Excel for use in reports and other applications. This is performed in the same manner as with conventional datasets. Start by displaying the Legend and Overview, and then right clicking on the territory dataset. Select Export to Excel from the popup menu.