The Balanced Territories Wizard provides you with an automated method of
creating territories balanced by a specific demographic. To use the tool,
you’ll need a map of the country or region that you’d like to create
territories in and a demographic of your choice.
Double click the executable to launch the installation.
Confirm that you’d like to allow the installer to make changes to
your PC and follow the instructions in the installation wizard.
Once installed, the add-in can be launched by opening a
Maptitude map and choosing Tools>GIS Developer's Kit>Add-Ins>Balanced
Territories Wizard.
*NOTE: The Balanced Territories add-in works only with latest
version of Maptitude.
To Create Balanced Territories
Open or create a map containing the area layer upon which
you want to build the territories. If necessary create a
selection set of the area to include in the territories (e.g.,
select all of the ZIP Codes in Connecticut if you want to build
balanced territories for just the state of Connecticut). If you want to build the
territories around specific locations, make sure the map contains
a point layer of those seed locations.
Choose Tools>GIS Developer's Kit>Add-Ins>Balanced
Territories Wizard to open the Balanced Territories
Wizard.
Make changes to the map settings as follows:
To do this...
Do this...
Choose the layer from which to
make territories
Choose a layer
from the Geography Layer drop-down list
Choose the records to include in the territories
Choose All Features or a selection set from the
Geography Set drop-down list
Include islands
Check the Include Islands
box
Click Next> and make choices of how many
territories to create as follows:
To do this...
Do this...
To use a point layer as seeds
for the territories
Choose From my
existing layer and choose the layer and
selection set to use from the drop-down lists.
Create a specific number of
territories with no seeds
Choose By choosing the number of territories
and enter the number of territories to create in the
edit box.
Click Next> and make changes as follows:
To do this...
Do this...
Choose the balancing field
Choose a field from the Field Name drop-down list.
Set the balancing tolerance
Enter a value or use the spinners to set the acceptable
percent tolerance.
Choose a field to use to name
the partitions
If you chose to use a Seed Layer, choose a field to use
to name your territories
Create a territory layer
Check the Launch Territory Wizard box
to create a territory layer that can be modified with
the Territory Manager.
Click Finish.
Type a name for the new balanced territory layer and click
Save.
Maptitude creates the balanced
territory area layer and adds it to the map. If you chose to
launch the Territory Wizard, Maptitude displays it.
In the Territory Wizard, verify that From my
existing area layer is chosen and click Next>.
Verify that the geography layer matches the layer used to
build the balanced territories and click Next>.
Add any fields that you want to track in the territory layer
and click Finish.
Try it Yourself: Creating Balanced Territories
From the Home Window, choose New Map of the United States and
click OK.
Highlight U.S. State, type CT
in the Name box, and click Finish.
Right-click on 5 Digit ZIP Code in the Display Manager, and
choose Make Working Layer.
Click
in the selection toolbar.
Choose [State Abbrev] from the Field List
drop-down list, choose = from the Operator List
drop-down list, and type "CT" in the Enter a
Condition box to create the condition [State Abbrev] = "CT".
Click OK to select all of the ZIP Codes in
Connecticut.
617-527-4700
sales@caliper.com
in the selection toolbar.
and choose
Add Geography Layer Fields.
