Setup Dashboard Details
Users can define their own Dashboard views for Maplytics and include them as web resources in standard Dynamics CRM Dashboards.
Navigate to Settings ->Dashboard Details ->New.
Name: Unique name for the Dashboard. The user will use this name to define the view to be included in the Dashboard.
Entity Name: logicalname of the entity. Name of entity for which the view is to be configured. For example, ‘lead’.
Query: FetchXML query to be executed for the view to be plotted on the Map. The user can create a query using Advanced Find and download generated FetchXML. Open this FetchXML in a notepad and set it here.
- Make sure to include the latitude & longitude field attribute (address1_latitude & address1_longitude) in the query for the map to be able to read the geocoding information and plotting the map.
- If the user needs to create the fields for Latitude and Longitude, it should of data type: ‘Floating Point Number’ with precision set to 5. Add minimum to maximum range of fields respectively Latitude (+90 to -90), Longitude (-180 to +180).
- Open the downloaded FetchXML in Notepad before pasting it in Query field.
In the queries, when the address data needs to be read from the customer (i.e., it could either hold an account or contact lookup) you need to provide the alias as ‘maplyticsacc’ when a link to a potential customer (account). For contact give alias as ‘maplyticscont’ when a link to a potential customer (contact) or If the address data needs to be read from another OOB or custom entities then you need to provide the alias as “map”.
Mode: Choose the default mode in which the map should be presented. Choices available are Aerial, Road.
Show Route: This option is available when you choose ‘Detail Map’ option in the Map Type. This provides a shortcut button on the Dashboard to quickly create the route. The user can build a route for maximum 25 waypoints.
Category: The logical name of the attribute to be used for categorization of the result set. Each unique value of the category would be plotted in a different color. This attribute should be present in the query.
Entity Category: Lookup of the entity category record if the user wishes to use the pre-defined colors for the categories.
Map Type: Decide if the user would like a Detail Map representation or a Heat Map representation of the result set.
If the user selects Heat Map in Map Type then the following options will appear on the Dashboard record:
Heat Map Type: The user can define Heat Map type as described below;
- No Boundary: It creates a Heat Map on the basis of the density of the measure selected without geographical boundaries.
- Boundary: This will create Heat Map on the basis of the selected region type like City, Postal Code, Country, State, etc.
- Pie Chart: This will show a heat map with Pie charts plotted on the charts based on the heat of the attribute selected in the Measure and Filter.
- Column chart: the data in the form of column charts plotted on the basis of the heat of the attribute selected in the Measure and Filter.
- Summary Grouping: This field is used when the Map type is Heat Map. This helps the user to define the geographical summary criteria. The list contains following options; City, State, County, Country, Postal Code, Postal Code Areas, and Territory.
- Measure: This field is also used for Heat Map. This helps the user to define the color scale of the Heat Map. For example, if the user wants to see the Heat Map on the basis of annual revenue, then please write the logical name of the same in this field. Higher the value, denser will be the map in that region.
In the attribute mapping tab, enter the attribute logical names of all the address fields to be used to plot the map. If the link to attribute is specified, then the address attribute should be of that linked entity. This is a case-sensitive field; the user needs to write the exact logical name without any mistake. It supports string, lookup and picklist values.
Note: Before the ToolTip Mapping configuration, fill up all data and click on save button
To configure the tooltip, Maplytics have provided the Tooltip mapping UI. Maplytics will populate the public views of an entity that the user has specified in the Entity Name. The user can select a view from ‘Select a view’ dropdown. As the user selects a view, Maplytics will populate the fields (columns) that have been defined for that view in the ‘Available Fields’.
Follow the below-mentioned steps to complete this configuration;
1. Select the view for selecting the fields to be displayed for Tooltip. For Example, select Open Leads view from ‘Select View’ drop-down;
Note: To add more columns in ‘Available Fields’ section of a particular view; go to Setting > Customize the System > Select the required Entity and View > Add more columns and Publish all the changes.
2. Select the attribute to add, after selecting any attribute the display name of the attribute is automatically shown on the Label, the user can change that label as per their choice. Then click on forward arrow(>>) button to add an attribute to the Selected Fields.
3. After configuring the attributes, click on the Save button.
In this section, the user can configure the Hover Attributes and Heat Map Measure Color Scale for the dashboard. User can define the attribute that should be visible for a quick glance when you hover over a particular pin on the map. The user can also configure the Heat Map Measure color scale (Low, Medium and High).
Refresh the page. On the Preview tab, a pushpin will be displayed, and the Configure attribute for tooltip will be displayed after clicking on the pushpin. See below screenshot;