Introduction to eSpatial component parts and terminology

Overview – This class will give you a descriptive overview of eSpatial and its terminology.

 

eSpatial

eSpatial is a cloud-based mapping solution with a complete suite of tools for visualization, analysis, territory design and route optimization. There are three solutions in eSpatial – eMapping, eRouting and eTerritory.

eMapping 

eMapping consists of a suite of data tools that allows you to visualize and analyze your data. Create regional and hotspot heatmaps, conduct proximity analyses using radius or drivetime, and style your data to differentiate ranges, categories, or individual locations.

eRouting

eRouting is a route optimization tool to select the most appropriate customers to visit at the right time to create an optimized schedule built around your availability and the customers. Set your availability, working preferences, and stop durations and then build an optimized schedule.

eTerritory

eTerritory is a Territory design and management tool that allows you to design, realign or optimize sales or service territories using workloads or weighted balances. Create and optimize geographic, account-based or hybrid territories.

Workspace

A Workspace is where you create your maps, think of it like a project area or a file folder. You can create different Workspaces for the different projects you are working on, for example, you could have a Workspace that stores all your Marketing maps, and another Workspace that stores your Sales maps. Within each workspace you can save one or more maps based on different scenarios of data.

Map

A map is a saved view within a workspace. This is where you load your data so you can gain a more insightful understanding of your business leading to more impactful decision-making. In a map you can filter, style and analyze data.

Dataset

Datasets are Excel or CSV files uploaded to eSpatial such as sales, customer, distribution location data. These are presented on your map as points or boundary data such as custom territories, county, state or country boundaries which are displayed on your map as bordered geographic regions.

eSpatial also has a library of over 250 datasets containing boundary and demographic data that can be overlaid onto your maps.

Control Panel

Here you can add data and analysis to your map, style your map and manage your locations 

You can also: 

• Save Map
• Open Map
• Share Map
• Print
• Export

Legend

The legend is where you can see what data is on your map.

You can also:

• Switch on and off datasets by opening and closing the eye
• Switch on and off styling by clicking on the paintbrush
• Change basemap - click on Basemap and select a new basemap by clicking on one of the thumbnails
• Add Weather overlay – click on Weather and select Satellite or Radar to turn on
• Add Traffic overlay – click on Traffic to turn on or off

Table

This is where you can see the data you have added to your map and the results data from any analysis you have applied.

You can use the table to:

• Filter your data
• Add new data points
• Create charts
• Export the data

Navigation

You can use the navigation buttons to navigate around the map, Zooming in and out.

eSpatial Toolbar

This is the grey area across the top of eSpatial.

The Toolbar contains the following:

• Workspace / Map Name –You can rename your workspace and map here.
• Address Search   –You can search for any address here. This will place an address point on the map.
• Add Address point – Click on this and click on the map to place a point on your map. eSpatial will generate the address (where possible) for this location.
• Add an annotation   – Click on this and click on the map to place an annotation. An annotation is like a text box on your map where you can include links, images, text and more to help add context and additional information to your map.
• Draw a polygon – Click on this and then click on the map to draw a custom area on your map. This is used to create your own boundary on a map or to filter out and update selected points from one of your datasets.
• + Create Maps – Click this for our eMapping solution. You can create a new workspace or open an existing map. This section is used for your data visualization needs from simple pin mapping, heatmaps, coverage maps, radius and drive time maps and a whole lot more.
• + Plan Routes – Click here for our eRouting solution. From here you can create a new schedule or open an existing one.
• + Build Territories – Click this to use our eTerritory solution. You create and edit your territory alignments in this section of the product.
• Notifications  – You will find notifications about shared maps and workspaces.

User Menu

The drop down in the top right of the screen that displays your username 

The User Menu contains:

• Library – Here you will find all the datasets that you have uploaded as well as those that have been shared with you. You will also find a huge selection of boundary datasets supplied by eSpatial. All of these can be used to create compelling maps.
• User Settings – Here you can see what usage limits you have regarding Datasets, Maps, and Geocodes in your account and how much you have used. Your own account details including name, email and account type will also be displayed. You can also change your password here.
• Manage Groups & Users – If you have a multi user account you can manage accounts, users, and privileges here.
• Help – This links to the help section.( https://help.espatial.com/)
• About eSpatial – This is the About eSpatial window. This contains information about this release of eSpatial.
• Log Out – Here you can log out from your session.

Notifications

When a Workspace, Map or Dataset is shared with you and there are any changes made you will get notifications in the Top Toolbar. The Notifications bell will turn blue when you have a new notification. You will get notifications when one of the following events happen:

• A Workspace, Map, territory or Dataset is shared with you.
• If there are any updates to a shared Workspace, Map, territory or Dataset

Chat

If you have any questions, you can contact us using our in-app chat on the bottom left-hand side of your screen.