# 8d: Summary : Mapping and visualisation

Summary automatically generated on 11/25/2025 using the gpt-oss:120b model from the servers of [**Onyxia**](https://datalab.sspcloud.fr/) (INSEE) based on the complete document of the chapter.

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### 1️⃣ Spatio‑temporal **Map** tab

<table id="bkmrk-action1click%C2%A0%5Bexplor"><colgroup><col></col><col style="width: 721px;"></col></colgroup><tbody><tr style="height: 10px;"><th></th><th>Action

</th></tr><tr><td>**1**

</td><td>Click **\[Explore\]**

.

</td></tr><tr><td>**2**

</td><td>Run a search **or** use a **\[Saved Filter\]** to retrieve the records you want to map.

</td></tr><tr><td>**3**

</td><td>Select a **record** (any record that contains the required fields).

</td></tr><tr><td>**4**

</td><td>Click<span style="color: rgb(132, 63, 161);"> </span>**\[Map\]**

</td></tr></tbody></table>

> ```
> 
> ```

Result: The interface splits into two synchronized panels – a map (top) and a timeline (bottom).

#### 1.1 Prerequisites for a spatio‑temporal view

- **At least one spatial field** (coordinates, WKT, GeoJSON, etc.).
- **At least one temporal field** (date, date‑range, etc.).

If one of these is missing either the map or the timeline will not be populated.

#### 1.2 Map panel

<table id="bkmrk-tooldescriptionlegen"><colgroup><col style="width: 158px;"></col><col style="width: 583px;"></col></colgroup><tbody><tr><th>Tool

</th><th>Description

</th></tr><tr><td>**Legend**

</td><td>• **Result sets** – show/hide points belonging to the current result set.

• **Map Documents** – (see *Publish* section).

• **Base map** – choose background (e.g., *OpenStreetMap*).

</td></tr><tr><td>**Zoom/Dezoom**

</td><td>Standard zoom controls (🔍).

</td></tr><tr><td>**\[full screen\]**

</td><td>Expand the map to full‑screen mode.

</td></tr><tr><td>**Help**

</td><td>Opens the contextual help window.

</td></tr><tr><td>**\[Bookmark\]**

</td><td>Add a temporary point you can later retrieve.

</td></tr><tr><td>**\[Search\]**

</td><td>Geocode a place name (searches OSM index).

</td></tr><tr><td>**\[Print\]**

</td><td>Print the current map view.

</td></tr><tr><td>**\[Publish map\]**

</td><td>Generates an **iframe** snippet to embed the map on another page, optionally with controls (legend, bookmark, geocoder, selector, print).

• You can also export the map as **KML** for Google Earth.

</td></tr><tr><td>**Clusterisation**

</td><td>Points are automatically clustered; clusters recompute on zoom/dezoom.

</td></tr></tbody></table>

#### 1.3 Publishing a map (iframe)

<table id="bkmrk-settingwhat-it-doesi"><colgroup><col style="width: 195px;"></col><col style="width: 545px;"></col></colgroup><tbody><tr><th>Setting

</th><th>What it does

</th></tr><tr><td>**Include** – *current query*

</td><td>The iframe displays the map built from the query you just ran.

</td></tr><tr><td>**Include** – *opened map documents*

</td><td>(still under documentation – shows any additional map layers you have opened).

</td></tr><tr><td>**Controls**

</td><td>Choose which UI elements appear inside the iframe (legend, bookmark, geocoder, selector, print).

</td></tr><tr><td>**Visible in legends**

</td><td>Choose which legend items are shown (basemap, result set, map documents).

</td></tr><tr><td>**Other settings**

</td><td>*Use current basemap*, *Allow modify symbology*, *Show map*, *Show timeline*, *Marker clusters*

.

</td></tr><tr><td>**Popup template**

</td><td>You can pick a custom HTML template for the pop‑ups (create a new template in the

**Templates** section of Heurist).

</td></tr><tr><td>**Copy code**

</td><td>Two formats are offered: **embed** (standard `<span class="editor-theme-code"><iframe …></span>` ) and **web‑safe**

 (escaped for direct insertion in CMSs).

</td></tr><tr><td>**Export to KML**

</td><td>Generates a KML file that can be opened in Google Earth.

</td></tr></tbody></table>

#### 1.4 Timeline (chronological strip)

- Synchronized with the map: moving the timeline brush filters the points shown on the map.
- **Tools** (bottom bar)
    - **Zoom / De‑zoom** – change the temporal resolution.
    - **Reset** – return to the full time span.
    - **Downloading** – export the timeline data (CSV) – *see Export section for details.*
    - **Left / Right navigation** – step forward or backward in time.
    - **Timeline options** – label display (full, truncated, fixed width, hidden), label placement (inside / above bar), bar stacking, bar wrapping, and a **“Filter map with current timeline range”** checkbox.

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### 2️⃣ **Network** tab

<table id="bkmrk-stepaction1click%C2%A0%5Bex"><colgroup><col style="width: 62px;"></col><col style="width: 680px;"></col></colgroup><tbody><tr style="height: 10px;"><th>Step

</th><th>Action

</th></tr><tr><td>**1**

</td><td>Click **\[Explorer\]**.

</td></tr><tr><td>**2**

</td><td>Run a search **or** use a **\[Saved Filter\]** to collect the records you want in the network.

</td></tr><tr><td>**3**

</td><td>Select a **record**<span style="color: rgb(132, 63, 161);"> </span>that will be the entry point of the network.

</td></tr><tr><td>**4**

</td><td>Click **\[Map\]** (the same button as for the spatio‑temporal view; the **Network** view appears).

</td></tr></tbody></table>

#### 2.1 What you need

- **Linked records** (relationship fields) **or** record types that are already defined as linked.
- A **query** that returns **all** records you want to appear in the graph.

#### 2.2 Main controls (header)

<table id="bkmrk-control-function-nod"><colgroup><col></col><col></col></colgroup><tbody><tr><th>Control

</th><th>Function

</th></tr><tr><td>**Node Control**

</td><td>• **Select mode** – click‑drag a single node or draw a selection rectangle (right‑click + drag).

• **Gravity** – toggle node‑to‑node attraction; turn **on** to let the layout settle, then **off**

 for a static view.

</td></tr><tr><td>**Link Control**

</td><td>• **Links** – show/hide empty links and *expanded* links (links that open to show nested relationships).

• **Node Size Formula** – choose linear or logarithmic scaling of node size.

• **Fixed** – set a fixed link thickness.

</td></tr><tr><td>**Graph Control**

</td><td>• **Refresh Data** – re‑load the graph if new records were added.

• **Open/Close Fullscreen** – toggle full‑screen mode.

• **View Mode** – *Icon view*, *Basic info box*, *Full info box with link view*.

• **Set Zoom** – manual zoom slider.

• **Export** – download the graph as

**GEXF** (Gephi format).

</td></tr></tbody></table>

#### 2.3 Tips for a readable network

- Turn **Gravity** **on**, let the layout settle, then turn it **off**.
- If the graph still looks tangled, click **Refresh Data** under **Graph Control**.
- Use the **Select mode** to isolate a subset of nodes and move them manually.

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### 3️⃣ **Cross‑tabular (Pivot) View**

<table id="bkmrk-stepaction1click%C2%A0%5Bex-1"><colgroup><col></col><col style="width: 700px;"></col></colgroup><tbody><tr><th>Step

</th><th>Action

</th></tr><tr><td>**1**

</td><td>Click **\[Explorer\]**<span style="color: rgb(132, 63, 161);">.</span>

</td></tr><tr><td>**2**

</td><td>Run a search **or** use a **\[Saved Filter\]**

.

</td></tr><tr style="height: 10px;"><td>**3**

</td><td>Select a **record**<span style="color: rgb(132, 63, 161);"> </span>(any type).

</td></tr><tr><td>**4**

</td><td>Click **\[Cross‑tabs\]** (also called *Tableaux croisés*).

</td></tr></tbody></table>

#### 3.1 Building the table

1. **Choose the record type** you want to analyse (right‑hand panel).
2. Pick **Variable 1** (dropdown *Var 1*) – the first field to cross.
3. Pick **Variable 2** (dropdown *Var 2*) – the second field (optional).
4. Optionally add a **Variable 3** (click the “+” icon).
5. Click **“Update results”**.

If only one variable is chosen, you obtain a **simple frequency table**; with two variables you get a **cross‑tabulation**.

#### 3.2 Assign / edit intervals (value grouping)

- Click the **pencil icon** (✏️) to open the *Assign intervals* dialog.
- **Add Interval** – press **\[Add Interval\]**, select the values to merge, click the right‑arrow, then give the new interval a name.
- **Remove Interval** – select an interval and click the left‑arrow (or the blue “←” button).
- **Reset** – press **\[🔄Reset\]** to revert to the original value list.

All changes are reflected instantly in the table.

#### 3.3 Table options

<table id="bkmrk-optionwhat-it-does%5Bs"><colgroup><col></col><col style="width: 563px;"></col></colgroup><tbody><tr><th>Option

</th><th>What it does

</th></tr><tr><td>**\[save\]**

</td><td>Store the current table configuration for later reuse.

</td></tr><tr><td>**Show** – *Values*

</td><td>Show raw counts.

</td></tr><tr><td>**Show** – *Totals*

</td><td>Show row/column totals.

</td></tr><tr><td>**Show** – *Row % / Column %*

</td><td>Show percentages per row or column.

</td></tr><tr><td>**Aggregates Counts**

</td><td>Switch between sum, average, etc.

</td></tr><tr><td>**Hide / Show** – *null values*,

*empty rows/columns*

</td><td>Clean up the display.

</td></tr></tbody></table>

#### 3.4 Export &amp; visualisation

- **Export** – click the **Export** button (top‑right) to download **CSV** or **PDF**.
- **Chart (pie)** – when only **one** variable is selected, a **pie chart** button becomes active; it displays the distribution of that variable.

<p class="callout warning">At least **one** variable must be selected before any result (table or chart) appears.</p>

#### 📊 Quick‑reference of Heurist visualisation tabs

<table id="bkmrk-needmap%E2%80%AF%2B%E2%80%AFtimelinene"><colgroup><col></col><col style="width: 238px;"></col><col style="width: 140px;"></col><col style="width: 105px;"></col></colgroup><tbody><tr><th>Need

</th><th>Map + Timeline

</th><th>Network

</th><th>Cross‑tabular (pivot)

</th></tr><tr><td>**Geographic + temporal exploration**

</td><td>✅

</td><td></td><td></td></tr><tr><td>**Relationship graph**

</td><td></td><td>✅

</td><td></td></tr><tr><td>**Quantitative cross‑tabulation**

</td><td></td><td></td><td>✅

</td></tr><tr><td>**Quick export (CSV / PDF)**

</td><td>✅ (via *Publish* or *Download timeline*)

</td><td>✅ (GEXF)

</td><td>✅

</td></tr><tr><td>**Embedding in external site**

</td><td>✅ (iframe)

</td><td>✅ (iframe)

</td><td>–

</td></tr><tr><td>**Custom pop‑ups / symbology**

</td><td>✅ (Popup template)

</td><td>–

</td><td>–

</td></tr></tbody></table>

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#### 🔖 Key take‑aways

- **Map + Timeline** requires **both** a spatial **and** a temporal field; otherwise the view stays empty.
- Use the **Publish** button to generate an embeddable iframe; you can customise which controls appear and even export a KML for Google Earth.
- In the **Network** view, turning **Gravity** on, letting the layout settle, then turning it off yields the cleanest static graph.
- The **Cross‑tabular** view is ideal for quick quantitative overviews; remember to **assign intervals** when you need to group raw values.
- All export actions (CSV, PDF, GEXF, KML, iframe) are reachable from the respective tab’s header toolbar.

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