Conditional Formatting with Point Map Charts

[benoneil]

Conditional Formatting in Maps

Intro

After we have built a map in Sigma we often want to format it so that we can compare data points. For instance, showing darker colors in states with higher sales. We’ll show a couple of ways this can be implemented in Sigma.

In this example we will work with a point of sale dataset with sales data and store location.

Setup: Build Initial Map

1. Click Create Child Visualization
2. In the visualization tab, click on visualization type selector and select Map - Point
3. Drag the latitude and longitude coordinates into the corresponding fields
   • Points should appear on your map, corresponding to the store coordinates

1. Format with Categorical Variable

We can use a categorical variable to change the color of our points. In this use case we will set the color of our ‘store’ points based off of their region.

1. Drag the Store Region column into the color field. Points should update accordingly.
2. Use the color palette to modify color scheme

2. Format with Color Scale

Use the color scale feature and a numeric value (usually a continuous variable) to change the color scale of our points. In this example we will use the Sales Quantity column to display darker colors to stores with more sales.

1. In color field, change from ‘Single Color’ to ‘By Scale’
2. Drag Sales Quantity into our color field
   • Calculation will default to Sum, but you can change the calculation it in the formula bar
   • Click on the color scale to change the scheme
     
     

3. Format Point Size

Use a numeric value to change the size of the points. In this example we will use our Sales Amount column to change the size of our points.

1. Drag your Sales Amount into the ‘Size’ field
   • As before, use the formula bar to change calculation
   • Note that you can use both size and color fields in a single chart

4. Format Tooltip

Not quite conditional formatting but we often want to format or add additional information the tooltip. For instance, if you hover one of the points on your map it may only show the coordinates but we can add additional details to the tooltip.

Let’s start by adding in store name and state:

1. Drag Store Name into the ‘Tooltip’ field

2. By default the calculation will be the count of the Store Name column but we can change it to show the name.

   • Click Count of Store Name
     
     
   • In the formula bar use the ListAggDistinct function to get a single store
     ListAggDistinct([Store Name])
   • Double click on ListAggDistinct of Store Name and change name to Store Name
   • When you hover over tooltip Store Name should now show up as well
   • Do the same with Store State

3. Add in another metric

   • Perhaps we also want to add in data on sales
   • As before, drag Sales Amount into the tooltip bar
   • Change the formula to suit your needs (median, avg, total, etc)