Geographies

1. Select the Geographies link.
2. Select the Enter a new Geography Definition link.
3. Enter a name for the geography definition, up to fifty characters.
4. Enter an effective date for the geography definition.

• Selecting the Calendar icon will display a calendar where you can pick an effective date.

5. Click in each column to manually enter data.

• State - Enter the two character state abbreviation or use the tool described in step 8 below.
• County - Enter a county within the specified state or use the tool described in step 8 below.
• Zip - Enter a zip code within the specified state and county. If you enter the Zip, the State and County is not needed.
• Enter an MSA, Census Tract, County Code, and State Code. If you enter these fields, no other fields are needed.

6. Use the State and Country drop down fields to populate that data into the grid.

• Select a State and County, and then click Append to add an entry to the bottom of the grid.
• Select a State and County, and then click Paste to populate that data into a highlighted row.

If you highlight an existing row, the data in that row will be replaced with this new data.

7. To add a row below your current entry, click Append.
8. To add a row above your current entry, click Insert.
9. To delete a row or rows, highlight them and then click Delete.
10. To duplicate an entry, highlight it and then click Duplicate.

Use the dropdown field next to the Duplicate button to indicate the number of duplicate entries you want.

11. Select Save to save your changes.

Once you have created a geography definition and successfully tested it, you can use it by promoting it to a Production version.

We recommend you create a new version of a geography definition if a Production version of that geography definition requires modification. Editing a current Production version will impact historical qualifications.

1. Select the Geographies link
2. Select versions in the Actions column next to the geography definition you want to promote.
3. If there are multiple versions, select the one you want to promote, and then select promote in the Actions column.
4. When prompted, select OK to confirm the action.
5. The geography definition is promoted to Production based on the geography definition's effective date.

1. Select the Geographies link.
2. Select view in the Actions column next to the geography definition you want to view.

1. Select theGeographies link.
2. Select versions in the Actions column next to a geography definition.
3. The Geography Versions List page is displayed.
4. From this page, you can edit, copy, clone, or delete versions of the geography definition.

• Edit - Enables you to edit both Test and Production versions of a geography definition.

We recommend you utilize the copy or clone actions below to create a new version if revisions are necessary to a geography definition.

• Copy - Enables you to create a new Test version by copying a previously created version of a geography definition. All parameters of the original geography definition are copied except for the effective date and any notes.

This option is useful when you have simple changes to a geography definition. Copy a version, edit the copied version to reflect an updated geography definition, and then select an effective date to test and promote.

• Clone - Enables you to create an entirely new geography definition based on the selected version and definition. All parameters of the original geography definition and geography version are cloned except for the effective date and any notes.

This option is useful to reduce the data entry required when you want to create a new geography definition that contains components of an existing geography definition.

• Delete - Enables you to delete a geography definition. This option is only available for Test geography definitions. Production versions cannot be deleted for historical purposes.

1. Select the Geographies link.
2. Select hide in the Actions column next to the geography definition you want to hide.
3. When prompted, select OK to confirm the action.

1. Select the Geographies link.
2. Select the Hidden checkbox to display all the hidden geography definitions.
3. Select hide in the Actions column next to the geography definition you want to unhide.
4. When prompted, select OK to confirm the action.