Using Location Data in Dashboards

About Using Location Data in Dashboards

You can use location data in your dashboards by joining it with your project data. Joining the data ensures that all the location data you need will be combined with the survey responses or web reviews you want to report on. What’s more, you only have to map one identifying field to link all of your location data together.

On this page, we’ll talk about how to join location data in a data mapper.

Choosing an Identifying Location Field

In order to join data from one project with your location directory information, you need to choose a field that identifies each location. This field varies based on whether you’re using a location selector question or reputation management project.

• Location selector question: Choose the location selector question.
• Search the web reputation management: The field where you store your store’s code. For example, a Google Place ID.

Mapping Dashboard Data

1. Create a dashboard, or open an existing dashboard.
2. Go to the dashboard settings.
   
3. Map your project.
4. Change the field type of your identifying location field to text value.
   
5. Click Add locations.
6. Under Location source, add the location directory you created.
   
7. Under Dashboard field, select your identifying location field.
8. Click Save.
9. Save your dataset.

Once you add the location identifier, all location fields will be automatically mapped to the dashboard.

Editing the Location Data Source

You can change your location setup by clicking Add locations again.

In the window that opens, you’ll have the following options:

• Remove join: Remove the location data. If you want to change the mapping to a different field, you must remove the existing join first.
• Refresh join: Click this button whenever you change the field type of location data or add new columns (e.g., adding an address field that wasn’t there before). You do not have to use this button every time you add a new location.

FAQs