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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.

27 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.

  • David Crine

    I can’t seem to create more than a single Territory Set. When I do, I lose the legend information and the only thing listed becomes the pushpins and the one territory set I’ve created. I’ve tried multiple attempts at creating new files, all with the same result. With a new map file, I click the Territory button on the task bar, I get the pop-up to create a New Territory Set, and all seems fine. But when finished, and I hit the Territory button again, the left panel pops up with the Territory Manager and I can’t do anything else, and the Legend information is not available anymore. We have created the same problem with XP and MP 2011, as well as with W7 and MP 2013. Really frustrating. Any clues? Thanks. The goal here is to make multiple Territory Sets within the same file.

  • 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).

      • Yes, that worked! Thank you, Richard. Seemed fairly simple once I did it, but never having used the program before, I had no idea where to click until you pointed me in the right direction.

        Appreciate your suggestion about upgrading. I will pass it on to the people who sign the checks.

        GG

  • 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

  • Blake

    Thank you Richard! One more for you. How can I view all 48 states with minimal non-48 states. When I select the 48 states view WA, TX, FL, and ME are cur off on their tips. I need a view that is just a bit zoomed out, but when I do that it zooms way too far out.

    Thanks for you’re continued support!

  • I think we’ve wandered from the topic of Territories, but try using the zoom slider on the toolbars. It is tempting to use the mouse wheel, but this zooms with a much larger increment.

  • 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.

  • Prem

    Is there a way to use both post code 2 and administrative region in the same data set to map ?

    I had compiled my data set with the following columns: Country, Administrative Region, Post Code 2 and Territory. When my first few columns are post code 2 and the next few are administrative regions, Mappoint by default, ignores the administrative regions – without even giving a warning. In those columns, post code 2 is blank.

    Is there a way to work out a solution to this problem?

  • No – the best you can do is to use two datasets.
    Two different region levels are not guaranteed to be consistent – therefore there could well be overlaps.

  • 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!

  • Greg Miller

    Hi Richard,

    I have a sales force that we would like to have specific territories within 1 hour drive time of their home location. I can get the drive time zone per person for this but can’t export the zip codes associated within this drive time zone. I would need this because we have a program that notifies each salesperson of a lead by the zip code of the individual calling in and the program will assign that lead to the salesperson handling that particular zip code. I need to enter the zips assigned to each salesperson within this program to allow it to assign and notify that salesperson automatically. I do have the latest version of Mappoint. Any help would be greatly appreciated.

    Thanks

    • These aren’t territories in a MapPoint sense, but shapes. You could add a pushpin dataset of zipcodes (you may need to use your own list – later versions of MapPoint place restrictions on built in demographic data, but older versions could definite use the built-in demographic data as a source of zipcode pushpins). Then right click on each shape and select “Export to Excel” to export the pushpin (ie. zipcodes) inside the shape. The pushpins should correspond to the zipcode centers. MPSuperShape has an export option which can automate this if you have a lot of shapes.

  • 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

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