How to Visualize Query Data on a Map

Learn how to create dynamic visualizations of complex query results on a map.

Written By Evan Kanouse (Super Administrator)

Updated at October 20th, 2023

To view household or person records in a map rather than a list (i.e., Detail Grid) you can set your query design to the Map visualization option (powered by Google maps). When this option is selected, the query will use the longitude and latitude information stored on the other tab of the Household record to plot the record’s location on the map.
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Note, to accurately display results, the query you are using must include the option to add the Latitude and Longitude fields. Because of this, we recommend only using Person, Household, or Relationship query types.
 

Query Design

  1. Create your query as you normally would by adding and removing or hiding fields and applying filters.
  2. Add the Latitude and Longitude fields
    1. If you do not want these to display in the map results, set the fields to Suppress from Results from the Style tab in the Fields view.
  3. Review the query results to ensure the data included is what you would like displayed in the calendar.
  4. Once the query is created and saved, navigate to the Query tab in the Design view and select Visualization > Map
  5. Set the Visualization Configuration options. Note, not all query fields will be available to be selected as the field for each parameter. If a query field cannot be used in the configuration, it will be grayed out. If the Latitude and Longitude parameters are not selected, the calendar will not display any results.
    1. Latitude and Longitude (both required):
      1. Indicates the location of a specific address
      2. Latitude should be set to the Latitude field and Longitude to the Longitude field
    2. Description
      1. The content of the field selected appears when a user hovers their over an individual record on the map (displayed with a red arrow).
  6. Click Run Query to view the results as a map.

Navigating a query map works just like a Google Maps. Results will be displayed with a record count indicator (blue, gold, or pink dots) or red pin.

The colored dots indicate there are multiple records in that area with the number of records listed. Clicking on a dot will zoom into the area so you can view all results in that radius. Depending on the total number of records included in the area, you may need to click into the dot multiple times to view individual records.

The red pin indicates an individual record. Clicking on a red pin displays all query fields set to be visible in results.

Click and hold anywhere in the calendar to move it around. You can view results as a map (with or without the terrain displayed) or using the satellite view. Zoom in and out of results by clicking the colored dots or using the + and – icons. Dragging the person icon to a specific location in the map will display the street view.
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