> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://learn.fieldproapp.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to Create as Customer Map After Login (on the Dashboard tab) click on the "Add Chart" button in the "Create New Dashboard" dialog, or click on the plus (+) button in the "Edit Dashboard" dialog. The setting section has 8 parts namely: * [1. Access the Dashboard](#1-1-access-the-dashboard) * [2. Choose the Chart Type](#1-2-choose-the-chart-type) * [3. Add a Chart Tag](#1-3-add-a-chart-tag) * [4. Add a Chart Title](#1-4-add-a-chart-title) * [5. Add a Chart Description](#1-5-add-a-chart-description) * [6. Add Legend Aggregation Column](#1-6-add-legend-aggregation-column) * [7. Choose Legend Type](#1-7-choose-legend-type) * [8. Add a Query](#1-8-add-a-query) # 1. Access the Dashboard To start creating your Customer Map chart, you'll first need to access your dashboard. If you don't have a dashboard yet, you'll need to create one. Once you're in your dashboard, click on the "Add Chart" button if you're in the "Create New Dashboard" dialog, or click on the plus (+) button if you're in the "Edit Dashboard" dialog. ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-95526_1xbsz4a.png) # 2. Choose the Chart Type A dialog box will appear for you to select the type of chart you want to create. From the dropdown menu, select "Customer Map". ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-92405_1vzngv8.png) # 3. Add a Chart Tag Next, you'll need to add a chart tag. This tag should be related to the Customer Map you're creating. For example, if you're creating a map for visits per customer, you might choose a tag like "visit_map". ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-92421_1r83dzj.png) # 4. Add a Chart Title Now, add a title for your chart. This title should represent what the chart is about. For example, if your Customer Map shows visits, you might choose a title like "Visits Per Customer". ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-92431_s49b6n.png) # 5. Add a Chart Description It's always a good idea to add a description for your chart. This helps other users understand what the chart is about and what the query does. For example, "Nbr of Visits Per Customer." ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-92437_nm95qo.png) # 6. Add Legend Aggregation Column Choose the column that you want to use for aggregating data in the legend. This choice will depend on the type of legend you select in the next step. ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-92453_1t66myk.png) The legend aggregation column can be either: - **Numerical**: Use a numerical column, such as `num_visits`, if you want to display a gradient-based legend showing a range of values. This option is ideal when you’re visualizing metrics that vary by quantity or intensity, like the number of visits per customer. - **Categorical**: Use a categorical column, like `customer_channel` or `category` , if you want to display a legend based on specific categories. This is suitable for visualizing group-based metrics, where each category, like customer type or region, has its own color representation on the map. # 7. Choose Legend Type You can create three different variations of the Customer Map using the legend type: ## a. Gradient (Numeric Values) Choose the gradient legend type for numeric data. The legend aggregation column must be numeric, such as `num_visits` to show the number of visits per customer. **Example**: - **Aggregator Column Used**: `num_visits` ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-92453_12bddn6.png) - **Legend Type Selected**: Gradient ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-92501_1laoxpf.png) - **Query Used**: ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-92507_hdpcuc.png) - **Output**: ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-10133_1frbok0.png) --- ## b. Categories (Automated) Choose the categories legend type for categorical data. The legend aggregation column should be categorical, like `customer_channel`. The legend automatically assigns colors to each category. **Example**: - **Aggregator Column Used**: `customer_channel` ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-92559_hbdqoq.png) - **Legend Type Selected**: Categories (Automated) ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-92540_150a7ox.png) - **Query Used**: ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-92550_cx58b5.png) - **Output**: ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-10152_10u6pst.png) --- ## c. Categories (Defined) Choose the categories legend type for user-defined categories. The legend aggregation column should be a category explicitly defined in the query, which allows you to set classifications and specify colors using hex codes. **Example**: - **Aggregator Column Used**: `category` ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-93701_1hho8vi.png) - **Legend Type Selected**: Categories (Defined) ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-92616_4wu87r.png) - **Query Used**: ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-93707_hmeqvw.png) - **Output**: ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-10181_1okxwb7.png) # 8. Add a Query Finally, you'll need to add a query that will fetch the data from the respective table. Ensure your query includes the following: - **Customer ID**: Unique identifier for each customer. - **Latitude and Longitude**: To plot each customer's location accurately on the map. - **Filters**: Add filters such as `user`, `team`, and `date` as applicable. **Example Query**: ![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2024-11-12-at-92550_lnk65g.png)