The Merge Files function allows you to combine multiple files into one.
Merging files can be very useful in scenario planning and testing function of intelligentVIEW
Examples of how to use:
- Building a sales territory – Merge different provinces to represent sales territories: B.C. and Alberta are your Western Territory, Quebec and the Atlantic Provinces represent your Eastern Territories, etc.
- Creating a single view of multiple retail locations
- You’ve created four Map Radii around store locations and have analyzed each store on its own, and now you’d like to see a single view of all the stores at once. Simply select them, merge them to create a new file and then run reports.
You can access this workflow from the:
- Add a New File workflow
- Homepage the Merge Files function
Clicking on either of these will start the Merge Files workflow. If you start the workflow from the homepage, you will first be prompted to either start a new project or use an existing project.
If you select New Project, you will first go through the Creating a New Project workflow.
If you select Existing Project, you will be brought to the Merge Files screen.
- Create a file name.
- Assign the file to an existing project. This is the one function where you must have a project created beforehand.
- Next, open the dropdown menu under the label Projects. This contains ALL the projects within your organization.
- In the left Project column select the project that contains the files you are looking to merge.
- When you click a project name the files will appear in the Files column on the right.
- Select the files from that project that you want to merge. You can select multiple files from multiple projects through this function.
- The files that you have selected will appear in a row under the columns.
- You can deselect files by clicking the red X next to the file name.
- Files that you are merging are a collection of postal codes.
- You have the option to keep or remove duplicate postal codes as part of the process.
TIP: When you merge different files, the same postal codes may occur in multiple files. Overlapping trade areas for instance will contain duplicate postal codes.
- You will want to keep duplicate postal codes if maintaining appropriate weighting is part of the insights you are looking for when running a report.
- If you are merging trade areas or other geographies, you typically want to remove the duplicates. Combining customer files from multiple store locations would be an example of where keeping duplicates would produce the most accurate profiling results.
- Click Merge to create the merged file
- Your merged file is now available in the Files page or under My Files on the homepage.