Apricot Results | Creating Geographic Charts

Using the Address Lookup form field to create Geographic Charts in Results

Updated over a week ago

The Address Lookup form field can be combined with Apricot Results to create useful, visual aids to track various kinds of address data.

Creating the Geo Chart

Step 1: Bring in the necessary address objects

With flattened form data, bring in all of the needed address options like City, Zip, County, and/or State. The objects are located within the Address Lookup_XX object, and can be made visible by expanding the arrow.

Step 2: Create a Variable

Eventually, you'll have select the object you want to use in the geo chart, and Edit as a Geography, however, only dimensions that are string values can be edited as such, so we need to create a simple variable to turn our details into dimensions. County is the example that will be used.

As mentioned previously, the Qualification must be Dimension, and the Type must be Text.

Step 3: Edit as a Geography

Select the 3 dots next to the name of your location variable, and select Edit as Geography by: Name...

In the new pop up, you'll need to select your level

  • Country/Region is the equivalent of countries/states

  • Sub-Region is the equivalent of counties

  • City is the equivalent of cities

Again using county for the example, Sub-Region is being selected.

Step 4: Define the level data

All counties that have been captured for each participant when recording the form will auto-fill. There will be some combination of Resolved, Unresolved, and Missing fields, any field marked as Unresolved or Missing will have to be addressed.

Click on the drop down that says Not found... to bring up a list of all possibilities for the name of the level field, and select the appropriate one.

Once each field has been addressed, it will have a green check mark by the name.

Step 5: Create your chart

Once the variable has been completely Edited as a Geography, drag the variable into your report. With that table highlighted, select the wrench icon in the formatting panel, expand the Turn Into... section and select the preferred Geo Chart.

With the location defined, now the Value must be defined. Either drag the object/variable into the space, or select the 3 dots and choose formula to enter what you would like to use.

For this example, a count of Record IDs is what will be used.

Step 6: Format the chart

With the chart selected, choose the paintbrush icon on the formatting panel to format the chart. Like any other chart, you can change the title, the border, the legend and so forth.

Types of Geo Charts

There are 3 types of Geo Charts to choose from for reporting purposes.

Geo Choropleth

Values are represented by colors on a geographic map. the colors of the zones are determined by a measure value.

This map is best for defining by country, region/state, or county

Geo Bubble Chart

Values are represented by bubbles. The size of the bubbles is determined by a measure value.

This map is generally best for displaying population densities.

Geo Pie Chart

Values are represented by pies. The size of the pie is determined by a total measure value, and the size of the sectors is determined by individual counts.

This chart is best if you want to see how larger locations are broken up by more defined values. For example this screen shot gives a zip code break down for each of the four counties being served.

Note: the sector color must be defined as well to bring in each sector being defined.

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