Using a GeoPack
A GeoPack can be used by attaching it to a field in a View. When you attach the GeoPack to a field, its data directly corresponds to a field in your database, and when using this field in a report the pack data (geometry and demographic metrics) are incorporated into the reports along with the existing categories and metrics.
Attaching a GeoPack to a view
- On the BMC Smart Reporting console, choose Admin > Admin Console.
- Expand the View section and edit the view to which you want to attach the GeoPack.
- On View Fields step of the view, in the Available Fields panel, double-click the field that you want to use as the placeholder for the GeoPack.
- In the Definition tab, change the field type to Geography.
On the GeoPack screen, select the GoePack you want to link.
If you have not imported the pack into the system, select the Not here? option and upload it through the current screen.
When the content and origins of the pack are displayed, select the level of geography you want to link your field to from the Geography drop down list. This information is populated on the basis of the GeoPack you selected.
Some packs may have one level, some may have several, be sure to select the geography that exactly matches the data in your field.
A preview table with the selected geography, compared to the contents of your field is shown. If the pack contains multiple aliases for the selected geography, you have to select the appropriate alias format to match your data.
For example, if using Country field, your data may be stored as an ISO Code, in which case, you will need to make sure you select that format from the pack, rather than Country Name.
When you select the format, the two columns of the preview table may not match exactly. However, the format of the two columns must match. For example, if using an Australian Postcode field, ensure both columns have 4 digits.
If the selected level is not at the top of the hierarchy, you are prompted to specify the Link Type. The following three options are available:
Type Description None Select this if the geography level in the pack contains unique pairings to that of your data. Hierarchy
Select this if the geography level in the pack requires other levels to be defined in order to create a unique link AND you do not have fields in your view that match up to the other levels of the pack hierarchy.
You need to select which pieces of data in your pack the field data belongs to, and the rest of the pack is ignored.
Field Select this if the geography level in the pack requires other levels to be defined in order to create a unique link.
For example, you may have two cities in a pack with the same name, so in order to differentiate them you will also need to link on the country name. This will mean you also need to link up the parent level with a matching field in your view.
- Save to complete the link, then save your field.
The field icon is now a pin, instead of a dimension or metric icon.
- When prompted, activate the view.
You can now use your linked pack data through the report builder. When adding fields on the Data step of the builder, your linked field is displayed as a folder containing all of the pack data, which can be added to your report the same way other fields can.