Why would you use a spatial query?
- Create markets around a branch
- Draw sales territories that match your LOs or AEs’ reach
- Match your analyses to your configuration
- Quantify loan forecasts for any size and shape of market
1. Open Map Tools menu & click on Selection Tools
2. Selection Toolbox opens
3. Choose Dataset for your Selection Layer
4. Choose Display Option: if you want to see the selection as a new layer or if you want the selection to “cut down” your drawing layer
5. Choose the Tool Behavior:
- If you are starting a new query, choose New
- If you want to add features as you’re drawing (especially if the markets aren’t contiguous), choose Append
- If you want to remove features from what you’ve drawn, choose Remove
6. Choose your Drawing Tool: It takes some time to get a feel for the tools and how they work
What do you do with the results of your spatial query?
- Save as Market
- Open the Data Grid to view and summarize its data
Why would you use an Attribute Query?
- Quickly create markets for contiguous geographies (AL, MS, TN or Frederick County, etc).
- Create markets based on particular criteria (counties with an average loan size > $250,000)
- Quantify loan forecast for markets/selections based on criteria
1. There are two ways to open Query Builder:
- Click on Queries tab on Map Contents Toolbar
- Selecting Query Builder from Map Tools menu
2. Query Builder Opens
3. Choose Dataset to query
4. Select Query Filters from drop-down menus
- Add filters by clicking on Add Criteria
- Remove filters by clicking on trash can
5. Name query and provide description
6. Choose Display Option
7. Choose to:
- Save: Keeps query for future use with layer
- Run: Runs the query on map, but does not save
- Save & Run: Does both
- Cancel: Does not save any changes to query
What do you do with the results of your attribute query?
- Save as query (add to any map with the query layer)
- Save as Market
- Open the Data Grid to view and summarize its data
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