Uploading user point data

OnSite Solution supports geocoding from either Excel or CSV files. The process of uploading user points allows you to add external data to the OnSite system. Geocoding is the process that assigns a street or coordinate location and draws the location on the map. The geocoded points can be saves as a custom layer.

You can upload locations to create multiple study areas. You can upload point data from an Excel (*.xls, *.xlsx) or CSV (*.csv) file.

• To upload a point for geocoding in the USA and Canada, the Excel or CSV should have columns that map to the Name field, and one of the following fields: ZIP, State, or Lat and Long.
• To upload a point for geocoding non-USA and Canada countries, the Excel or CSV files should have columns that map to the Name field, and one of the following fields: Full address or Lat and Long.

When you have mapped both the street address and the Lat and Long fields from the upload file, the OnSite application will use the Lat and Long fields to geocode the point location. Additional attributes can also be mapped.

Note:

The number of study areas uploaded from a file is limited to 1000 point locations.

If your upload file contains addresses from multiple countries, only locations that fall inside the selected country are geocoded on the map. For example, if your country is set to USA and the CSV file contains addresses for USA and Canada, only the USA addresses will be geocoded.

The first row of an uploaded study area file must contain column headers.

Note:

The Name field is used to label the uploaded points on the map. For example, if your Excel file contains a column named Store ID, you can set the Name field to Store ID. Once the points are geocoded, the points are labeled on the map by Store ID.

Steps:

1. On the Task Menu, click Upload User Points.

   The Upload User Points wizard opens. The Create a Study Area dialog box changes to display a wizard format. The dialog box shows step 1 of 6.

2. Click Browse.

   The Select file to upload dialog box appears.

3. Navigate to and highlight the file to upload.
4. Click Open.

   The Upload User Points dialog box displays a progress bar of the upload.

5. Click Upload.

   A progress bar is displayed as the file uploads, and a confirmation message appears once the upload process is complete.

6. Click Next.
7. Pick the appropriate columns from your file.
8. Click Set Columns.
9. Click Next.
10. Review the matches.

    On this panel, you can manage and edit your uploaded results. The table shows matched records, records with multiple matches, and records with no matches. In this step, you can correct addresses that were not matched or that had multiple matches.

    Note:

    Only Matched points are geocoded on the map. You can create user point groups containing up to 500 user points by uploading a file.

    • Matched -- Matched records are geocoded and uploaded successfully. No further action is required.
    • Multiple matches -- Records with multiple matches have been geocoded, but multiple records are found. You can view the matches and selected the desired address onscreen. Upon selection, the record is moved to the Matched tab.
    • No maches -- Records with no matches have not been geocoded. You can correct or edit the address. Once a mach has been determined, the record is automatically moved to the Matched tab.

11. Select an icon for your point data using one of the following methods:
    • Click to select an image in your library.
    • Click Browse, navigate to the desired image file, and click Open. Click Upload to upload the file.

    The icon is used to represent each point on the map. You can select an existing icon from the library or upload a new image. Supported image formats include *.png or *.jpg file types. The size dimension for icons is limited to 30 x 30 pixels.

    An error message appears if the icon exceeds the size limit.

12. Click Next.
13. Enter a name for the point group in the Point Group field.

    Information entered in this step applies to addresses contained in the point group.

14. Enter a point group description (Optional).
15. Select a folder in which to save the point group (Optional).
16. Click Save.
17. Click Next.

    A confirmation message appears to let you know the point group was created successfully. Additional workflows are provided.

18. Click one of the following:

    Run More Reports	This option returns you to the start panel for the Run Reports wizard. See Running reports.
    Additional Tasks	This option exits the Edit Preferences wizard and launches the Task Menu for additional options.
    Return to Map	This option exits the Edit Preferences wizard and launches the Task Menu for additional options.

Once a point groups is uploaded, you can display the point data. See Displaying user point data. You can also manage user points through the Data Manager, which lets you store user points for use in your current and future OnSite sessions. See Managing user points. You can also toggle the user point layer on/off using the Map Layers. See Working with map layers.