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Creating and Editing Territories

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:

The start of the Territory Wizard

The start of the Territory Wizard

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:

Creating a new set of territories

Creating a new set of 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.

Editing Territories

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:

Territories displayed in the Territory Manager

Territories displayed in the Territory Manager

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.

Selecting a new county to add to a territory

Selecting a new county to add to a 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:

The extended territory

The extended 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.

22 comments to Creating and Editing Territories

  • Stan

    I set up a map of our sales territories using the ‘link data wizard’ feature from an Excel spreadsheet. Our territories are defined around county lines. Is there a way for me to automatically determine the POPULATION of each our territories using the ‘data mapping wizard.’ I am aware that I could go in and draw a free-hand outline around a territory and using the ‘export to Excel’ feature I could find the population but is there a way to get this information automatically without having to free hand draw around each territory? Thank you.

    • Probably not, but note that you can do an “Export to Excel” on a territory. You could try doing this with the population dataset loaded. I don’t think it will work but it is worth a try. Note that Microsoft have to comply with sub-licensing conditions for most of these datasets, so there are blanket restrictions – eg. you can’t export all the population data in the more recent versions of MapPoint.

  • Paul Poblocki

    Can I change the territory line colors to something other than black? Also can I turn on and off shaded areas maps or layer them vs. having to create a new MapPoint file?

    • No, territory boundaries are always black – unlike freeform shape boundaries which can be any of MapPoint’s supported colors.

      MapPoint supports some basic layering by showing/hiding pushpin set datasets. I don’t believe this functionality is extended to other dataset types, but you could try.

  • Hi,

    I am our company’s newly appointed Salesforce.com Administrator. We are implementing Salesforce in the organization for the first time. The organization has developed some highly customized sales territories in MapPoint, sometimes defined by ZIP Code, sometimes defined by other geography (such as an entire state). I need to be able to load these sales territory definitions into Salesforce. I have not previously been a MapPoint user, but can point and click with the best of them.

    What I need is to be able to do is to export from MapPoint to Excel a list of all ZIP Codes in the United States and the custom territory to which they are assigned (I could then load the Excel file into Salesforce).

    I found the following solution online, How to export a list of ZIP codes for an area in MapPoint , but all this solution does is give me a list of all the ZIP Codes in the US, along with some piece of demographic data, like population. I don’t seem to be able to choose the names of the custom territories when I “select the data field or column to map” in the Data Mapping Wizard.

    I can see above how the territories may have been created using ZIP Codes and then how those territoies may have been extended. How can I view and/or export all of the ZIP Codes have been placed into various territories, regardless of how they were created or extended?

    One additional piece of Information is that the version of MapPoint being used is MapPoint 2006.

    Your thoughts are greatly appreciated.

    Best Regards,

    Garrett

    • Have you tried the “Export to Excel” function (right click on the territory dataset in the legend).

      Note that MapPoint 2006 was released in spring 2006 so it is over 6 years old. The zip code definitions will have received a lot of changes. Also MapPoint 2010 introduced a number of useful presentation features. I would recommend updating to the latest version (MapPoint 2013).

  • Blake

    Hello,

    I have created a nice map of the US with territories in it, but now I can’t seem to figure out how to export the information. I want to keep the picture view for presentation reasons. I can always take a screen shot, but there has to be a better way.

    Thanks,

    Blake

  • Is there a way to reduce the thickness of the boundary lines on territories? They are very thick and when many small territories are near each other, it becomes difficult to decipher. Thanks!

  • Prem

    I am mapping territories in Europe (spanning several countries). When I select geography, I notice that there is no way I can drag and add territories as explained above. Another problem that I notice is that if different countries use different form of post codes (for example, Czech Republic uses post codes but this information is not linked in Mappoint and Mappoint requires regions or communes as input. It is also true for United Kingdom which has Post Code Areas, Districts or Sectors and individual post codes are not “territorized”), it is not possible to use to map multiple (France and UK, for example) countries.

    • You cannot import data (eg. “shaded area maps”) that span constituents of different countries. As you note, these are not always consistent across countries. They all have administrative divisions, but the numbers of tiers, etc vary. The same applies to postcodes – the US has two tiers, whilst the UK has 4. It makes sense that these same restrictions apply to territories.

      With the other dataset types, you could easily import the data on a country by country basis. You could try this with territories (and it is definitely worth trying), but I there might be a limitation of one territory dataset per map.

  • Jason Hermosa

    Thank you for this helpful free tutorial!!!

    I do have a question, though. I’ve set up territories in my mappoint file. I was wondering if there was any way to print just the specific territory that I have. I have about 15 territories set up. Is there any way to isolate a territory for printing leaving all other places as blank or white?

    Thanks!

  • Jennifer Long

    I have purchased mappoint to use with a dinner grouping system we have. I would like to use territories but the problem is the data. I could use zip code but some territories include the same zip codes. we want to keep these groups relatively small which is why you could have several groups within a zip code. Also- does my situation also prevent me from using a “live” data sheet for mapping? I would love some out of the box help.
    thanks
    Jennifer

    • Territories are limited to the geographic areas chosen – eg. zipcodes, counties, or census districts. A geographic area (eg. a zipcode) cannot be in multiple territories. You could try to use a smaller area (census tract would be the only option – and I understand this might not be very practical) or investigate the use of freeform shapes?

  • Mark

    I’m trying to build a custom territory for a province in Canada; British Columbia to be exact. I can’t do it with the geography units provided. Is there another way I can build my custom territory? Is there a postal code export for provinces like zip codes for states? Thanks

  • Andrea

    Hi!

    I’m using MapPoint to create a map of the density of commercial activities in an Italian city (I’ve an xls with the list of shops).
    My problem is that the map should be based on the local neighborhood of the city, that are not available on MapPoint.

    Is there any way of creating customs areas, using maybe latitudes and longitudes of the vertex or even by drawing them manually on the map??

    Thanks!!

  • sam

    Hi,
    I have loaded data from excel for the entire US territory and able to plot the specific regions and territories. Now when i try to print, or save as a webpage, i still am not able to print in a large screen format. Is there a way to alow to break the map and have it printed in multiple A4 sheets from a printer after which i can paste them together to get a large US map with the territories.

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