Mapping Basics - Mapline

Mapline Academy

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Mapping Basics

See your data in a new light with Mapping Basics!

Mapping Basics is a collection of training articles for Mapline Mapping. Choose specific articles from the library to learn how different mapping tools work. Many articles also include video walkthroughs to accompany the step-by-step walkthroughs so that you can see Mapline Mapping in action. Use the filter on the left to find specific articles, or follow along in order.

Mapline Introduction

How to get Started with Mapline

With more and more tools being added to Mapline, it can be difficult to know where to start. Learn the basics of creating a map and uploading an Excel spreadsheet (or any other spreadsheet) to your map.

Add pins from your dataset library

How To Add Pins From The Dataset Library

Your dataset library allows you to store, sort, and manage all of your datasets. With a few clicks, you can add and remove datasets from your maps.

Drop pins on a map

How to Drop Pins on a Map

Adding pins to your map is as easy as clicking your mouse! Using the drop pins one-by-one tool, you can quickly add locations to your map. Highlight specific locations, mark points of interest, and more.

How to navigate a map

Easily navigate your map to find exactly what you need. Learn how here!

How to Filter Pins on a Map

Use our advanced filtering tool to focus your analysis on the right areas. Filter by specific data fields, realative dates, and more!

Custom pin style

How to Customize Your Pins

Your map should reflect your data. Using the style tool, you can change your pin color, style, size, and more. Change your pins to a new icon, or upload your own image to use.

Label locations

How to Add Labels to Pins

Apply labels to your locations when you need to display information directly on your map. Labels can be set based on any column in your dataset.

How to Move Pins

If you need to move pins on your map or re-geocode a location that has plotted incorrectly, follow these steps.

Radial heat map of the east coast

Types of Heat Mapping

There are several different types of heat maps that can be created with Mapline Mapping. Learn the different heat map types and their best uses.

How to Create a Heat Map

Keep track of your business performance with radial heat maps. Map based on location density or dataset values to get a picture of distribution and identify possible coverage gaps.

How To Segment Locations

Segmenting allows you to group your pins together by any column in your dataset. Separate sales reps, location types, and more while making your maps easy to read.

How to Share Maps

Improve your team collaboration by sharing maps. Private sharing is available for sharing between users within an account. Public sharing allows you to send a URL to those who need it.

How to Embed a Map on a Website

With a few clicks, you embedded an interactive map on your site. Mapline’s embed tool provides you with a simple code snippet that can be used on company or personal websites.

Save maps as an image

How to Print a Map

Have a map that you just have to share? Save your map as a high resolution image that can be used in a slide deck, presentation, or printed.

Coverage Circles

How to Apply Coverage Circles

Visualize your location coverage, whether it be distribution centers, sales reps, office locations, or travel distace. Gather coverage reports to see all locations within coverage circles to get a better picture of your data.

Add lines to map

How To Draw Lines

Measure distances or display relationships easily using the lines tool. The line tool can be found on your map under the “Add” menu within the “Shapes” tab.

Draw circles on map

How to Draw Circles on a Map

Whether you need to draw a specific radius around a point or designate different pricing zones based on distance, the circle tool allows you to quickly add circle shaped territories to your map.

How to Draw Rectangles on a Map

Use rectangles to designate specific areas on your map or just to capture a snapshot of your data using the territory report tool. Consider using the custom territory tool if you need more flexibility.

Custom Territories

How to Draw Custom Territories

Display sales territories, route zones, or any other territory you may need to. Then use the territory reports tool to pull specific data and focus on only the pertinent data.

Territory Repository

How to Add Territories From List

Mapline has an extensive territory repository that you can access to supplement the data and custom territories. Add territories to your map for reference, reporting, heatmapping, and more.

Customize Territories

How to Customize Territories

Distinguish between territories with a plethora of styling options. Change color and transparency or toggle on heat map settings to create the clearest picture of your data and territories.

Merge territories

How to Merge Territories

Combine territories after a responibility shift or group zip codes together to create new territories.

Label territories

How to Add Labels to your Territories

When you need to display territory names on your map for printing, saving as an image, or just faster reference the label tool is only clicks away. Match label style to your specifications and create stunning maps.

Heat map Territories

How To Heat Map Territories

Visualize which territories are out-performing the rest in seconds! Just as with pins, heat map based on location density or dataset values to uncover new insights.

Territory reports

How to See a Report of All Territories

Get a report of all that’s happening in your territories in seconds – no formulas needed. Clicking on any territory will allow you to open a report showing all locations that fall within its boundaries.

delete a territory from your map

How to Delete Territories

Create or delete territories in seconds with Mapline. Updating your territory boundaries has never been easier.

Territories from spreadsheet

How to Create Custom Colored Territories

Upload a specific list of territories, specify the upload colors for territories, or do both! Follow this guide to learn how to add custom colored territories to your map and better visualize your data.

Latitude and longitude mapping

How to Use Latitude and Longitude Coordinates to Plot Locations

Build your map using the latitude and longitude coordinates. While not all lat/long formats are supported, this will take you through the formats that are.

Image in pin bubble

How to Display Images on a Map

Take your map to the next level by adding images to your pins. Add images of sales reps, location pictures, and more.

Measure distances

How to Measure Distances Between Two Locations

If you need to measure the distance between two locations, this article has you covered. If you’re looking for bulk distance calculation, check out Mapline Automate.

links on map locations

How to add links to a map

You can add clickable links to pin info bubbles by adding links to your datasets! Add the full URL to any cell in your spreadsheet before you upload it to Mapline. If you’ve already uploaded your spreadsheet, follow these steps.

How to create dynamic maps

Create dynamic maps that automatically populate user data using query strings. Learn how with this introductory article!

How to Rename a Map

Give your map the perfect name! Follow along with these instructions to rename your map.

How to Save the Map Zoom Level

Get to the perfect map view every single time. These instructions will help you set your map’s default zoom level.

How to Edit Location Data

Make quick changes to ensure that each location has the correct data. Follow along with these steps to edit location information on any pin.

search map locations

How to Search Locations on a Map

Quickly search and pin locations anywhere in the world using Mapline. This guide will walk you through how to search and add locations to your map.