Working With Your Data
In this tutorial, you'll learn how to work with your data in order to get the most out of Maptive. Specifically, we will cover:
- How To Import Your Data
- How To Modify Your Data From the Data Tab
- How To Edit Your Data Directly From the Map
- How To Add a New Row of Data
- How To Delete Rows of Your Data
- How To Add an Image to a Map Marker Popup
- How To Export Your Data
How To Match Up Your Data
How To Import Your Data
When it comes to importing your data into Maptive, you have a few options. You can copy/paste, drag & drop your existing Excel file, or click 'Select File' to upload a document from your computer.
Note: Your data needs to include header columns (such as Address, City, Zip code, Name, Phone Number, etc.) that tell Maptive what the data is.
Here are the steps:
Step 1: Sign into your Maptive account.
Step 2: Click 'Create New Map' to get started.
After logging in, you will be brought to the homepage dashboard. All maps created earlier are listed here along with one click access to main features under 'Actions'. Click 'Create New Map' to get started.
Step 3: Name your new map and click the Continue button.
After completing step 2, the 'Create New Map' window will pop up and you will be asked to provide some necessary information that we'll need in order to help you create your map. Start by naming your map and writing a brief description (optional). Then hit the 'Continue' button.
Step 4: Upload your data to Maptive. You can do this by either copying/pasting your data or dragging/dropping it into the dash lined box. By uploading an Excel or CSV file. Or Manually Create a Map From Scratch with No Data Set. Or load your data set directly from Google Sheets.
Step 5: Match up as much location specific data as possible.
After you upload your data, you'll be asked to match up any relevant location information that you included in your data document. Match 'City' to 'City' or 'City' to 'town', for example. This will help Google Maps pinpoint your locations accurately. When you've matched up your data, click 'Done' to create your map.
How To Modify Your Data From the Data Tab
You can modify data directly in your map, but you can also modify it from the Data Tab in your Maptive account. To do so, simply click on the Data Tab to open your imported data set:
From there, you can edit your data directly in the cells. When you make a change, you'll notice a green check box and a red 'x' box show up in the upper right hand corner. If you meant to make the change you made, confirm by clicking on the green button. If you made a mistake, click the red button to cancel the change.
How To Edit Your Data Directly From the Map
To edit data directly from a map, simply click on a location while viewing your map and open the map marker popup. From there, select 'Edit Data' from the list of options int the blue section. The following window will open when you click to Edit Data:
Make any necessary changes to your data, then click the Save button.
How To Add a New Row of Data
Step 1: To add a new row of data, click on the Data Tab in your Maptive account. Then select the "Add a New Row of Data" option from the left hand column:
Step 2: The following window will appear, and you will need to provide information for your new location:
Step 3: Click the Save button to add your new row to the dataset.
How To Delete Rows of Your Data
Step 1: Click on the Data Tab in your Maptive account. To delete a new row of data, click the check box for the row of data you wish to delete.
Step 2: Select the "Delete Selected Row(s) of Data" option from the left hand column:
The following window will appear, and you will need to confirm that you wish to delete a row of data:
Please keep in mind, deleting is permanent.
How To Add a New Column to Your Data
tep 1: Click on the Data Tab in your Maptive account. Then select the "Add A New Column"option from the left hand column:Step 2: The following window will appear. You will need to name your column, the default value can be filled or left blank. Click save and your new column will be added to the end.
How To Add an Image to a Map Marker Popup
Step 1: To add an image to your map marker popup, click on the 'Edit Data' option:
Step 2: Add the image URL to the Logo box in the Edit Data Window:
Step 3: Click save.
How To Export Your Data
Step 1: To export your data, click on the Data Tab in your Maptive account. Then select the "Export Data" option from the left hand column:
The following window will appear with you click to export your data:
Step 2: Select how you want your data to be exported. You can export the entire data set, or you can export data visible on the map.
Step 3: Select your export method. You can choose to export as a file, or you can copy the data to your clipboard.
Step 4. Click the 'Export Now' button.
How To Match up Your Data
When you go through the steps to create your map with Maptive, you will be asked to match up any relevant location data that is included in your document. In order to successfully use Maptive, the spreadsheet you upload needs to include header columns (such as Address, City, Zip code, Name, Phone Number, etc.) that tell Maptive what the data is. Note: Maptive will be able to automatically match most of your data columns for you. It is not uncommon to have some lines that do not match to anything (as seen below).
Here's what the screen will look like when it's time to match your data:
To match your data, simply click on the empty windows and view the options listed in the drop down menu:
You also have the option to match up your data in order to customize your map marker popup. To do this, click the drop down arrow on the prompt screen that you see in step 2:
After you click on the drop down arrow, this is what you will see:
When you've confirmed that all your data is correctly matched, click the Done button.