Retail Target: Upload Display Points

You can upload a new point file using Upload Display Points. To access this page:

  1. Click the Map Settings tab, expand Points Display and click Upload Display Points.

  2. Click Browse and select the file that contains the site addresses you want to analyze.

  3. After you’ve uploaded, the file the File Definition screen displays showing a preview of the file.

    For comma delimited files, this screen allows you to define the delimiter used. For Microsoft Excel files, this screen allows you to select the sheet that contains the data to upload.

  4. If the first row of your file contains column headings, select the First Row Contains Field Names check box.

  5. Click Next.

  6. Map the file column headings to the appropriate system fields. Select the Auto Map Import Fields check box to have the system automatically attempt to map file data to system fields. Always verify any automatic mapping performed by the system and make any required corrections.

  7. Click Next.

  8. The Display Point Mapping screen displays. From the drop down, select the column in the display point file that associates a point with the site id of a Retail Target project. This allows you to create trade areas based on percentage of points encompassed.

    NOTE:  This is an advanced and optional feature which is enabled/disabled based on user license.

  9. The Point Data screen displays. This is an optional entry. Point data allows you to associate information at the site level, such as customer specific information like product/service purchased or competitors reported revenue. This information will be included in the Points Details report.

    • For the Data Column select the column in file that contains store level data.

    • In the Data Name text field enter appropriate name. If left blank it will be assigned column heading value.

    • For the Column Data Type select the appropriate data type for the information contained in the column selected, either:

      • Count: numeric data that contains no decimals

      • Numeric: numeric data that can contain decimals

      • Text: alphanumeric data

  10. Click Next. A File Summary screen displays.

  11. (Optional) Modify the project name.

  12. Confirm all mappings.

  13. Verify that the Make Available as Display Points check box is selected.

  14. If all fields are mapped correctly, click Process.

What's Next:

Retail Target: Points Display