Geolocation Groups

Geolocation groups turn address fields or coordinate columns into usable locations that are used to produce interactive, drillable maps that visualize location-based data in your dataset.

Overview

A geolocation group converts the fields in a dataset into map locations. After creating a geolocation group, you can use it in any map chart and visualize points at different levels of granularity—city, postal code, or full address.

With geolocation groups in place, Qrvey map charts let you explore geographic patterns, drill into specific areas, and visualize location-based insights with minimal setup. Build clear groups, map the right fields, and use Qrvey maps for your data analysis.

You usually only need a single geolocation group for a dataset. Create additional groups only when you have different types of locations in the same dataset. Examples include:

• Customer locations and supplier locations stored together.
• Employee addresses alongside office/warehouse locations.

Geolocation Group Tutorial

The following tutorial video shows how to create geolocation groups for map charts.

Tags: Chart, Location, Map

Create a Geolocation Group

1. Open a dataset containing addresses and select Geolocations to open a modal.

2. In the modal, select Add Geolocation Groups to add a new group.

3. Assign a unique name to your geolocation group for identification, such as Customer Location.

4. Add the mapping information for your data:

   • If your dataset does not include columns for geographic coordinates, select the Places and Address option and map the available address fields (city, postal code, address line, and so on). Map enough unique fields (for example, country or city plus postal code) to resolve the location in a map visualization.
   • If your dataset includes longitude and latitude columns, select the Geographical Locations option and map them directly. Make sure the columns use numeric values with at least six decimal places.

5. Select Create to create the geolocation group. The new group is added to the Geolocation Groups list.

   Fields used to generate locations are marked with a map marker icon in the dataset. When used for mapping, these fields cannot be removed from the dataset or the Chart Builder.

6. Select Apply Changes to update the dataset.

Using Geolocation Groups in Map Charts

After adding a geolocation group to your dataset, you can use it to create different map charts on the Analyze tab.

1. From the Custom View in the Analyze tab, select Add Chart.

2. Select a Dot Map chart from the chart list in the Chart Builder.

3. Drag your geolocation group into the Geolocation shelf of the map chart.

4. From the options menu, select the level of granularity to display. Typical options include:

   • City level - For regional overviews.
   • Postal code - For neighborhood-level detail.
   • Address line - For individual point locations.

The map updates dynamically as you switch between granularity levels, so you can drill from high-level patterns down to specific addresses without creating separate geolocation groups.

Best Practices

• Latitude and longitude are the most reliable for precise mapping. Use numeric columns with sufficient decimal precision.
• Use address fields to build coordinates when coordinates are absent. You need at least one entry to create a geolocation group.
• Use unique descriptive names for the geolocation groups to help users build charts quickly.
• If a dataset contains several distinct location types (clients, suppliers, employees), use separate geolocation groups to avoid mixing location types unintentionally.