Analysis of IRS Data to Display CRM Analytics Charts

An Internship Report submitted to

(AUTONOMOUS)

in partial fulfilment of the requirements for the

award of the degree of

MASTER OF COMPUTER APPLICATIONS

By
B AJITH KUMAR
21121F0011

IN
SmartInternz

(Autonomous)

(Affiliated to JNTUA, Anantapuramu)

Sree Sainath Nagar, A. Rangampet-517 102. Chittoor (Dist), A.P.
2022–2023
 Certificate
This is to certify that this Internship work entitled
Analysis of IRS Data to Display CRM Analytics Charts
is a bonafide work done by

B AJITH KUMAR
21121F0011
in partial fulfilment of the requirements for the award of

MASTER OF COMPUTER APPLICATIONS

(Autonomous)
A.Rangampeta

Head of the Department

Dr. M. Lavanya
HOD, MCA Department

(Internal Examiner) (External Examiner)

 ACKNOWLEDGEMENTS

This acknowledgement transcends the reality of formality when I would

like to express deep gratitude and respect to all those people behind the
screen who guided, inspired and helped me for the completion of my
Internship.

I express my deep sense of gratitude to our beloved chairman Dr. M.

Mohan Babu Padma Shri awardee for his encouragement throughout the
course.

I owe my gratitude and special thanks to the Principal Dr. B. M. Satish,

for his special encouragement and advice to shape myself for the future
career.

I am extremely thankful to Dr. M. Lavanya, HOD, Department of Master

of Computer Applications for all provisions made and for her constant
encouragement throughout my work.

I wish to express our deep sense of gratitude to my Internship supervisor

Dr. M. Lavanya, Associate Professor and HOD, SVEC for extending her
valuable co-operation, moral support, kind attention, guidance, suggestions
and encouragement to complete my internship successfully.

I thank all my beloved Faculty, Department of MCA for giving their

valuable suggestions and maximum co-operation.

I owe a deep sense of gratitude to my beloved Parents in extending their

moral support in this Endeavour. I would like to thank all my friends who
extended their help, encouragement and moral support either directly or
indirectly in completing my project work.
 DECLARATION
I, B AJITH KUMAR hereby declare that, the internship entitled “Analysis of IRS
Data CRM Analytics Charts done by me at SmartInterz during the academic year
2022-2023 and submitted to The Principal,
(Autonomous) for partial fulfillment for the award of Master of Computer
Applications(MCA).

I also declare that the Internship is done by my own effort and that it has not been
copied from any one and not been submitted by anybody in any of the university or
institution or research centre.

Place :
Date : B AJITH KUMAR
21121F0011
 ABSTRACT

A custom map for CRM analytics charts is a tool that allows businesses to visualize
their customer relationship management (CRM) data in a geographical format. The map
provides a visual representation of key metrics and trends, such as customer location, sales
volume, and customer demographics, by plotting the data onto a customizable map. This
can help businesses better understand their customers and make informed decisions based
on the insights gained from the visualized data. The custom map can be tailored to meet the
specific needs of the business, including the ability to choose different map styles, color
coding, and legend options to highlight specific data points. This tool can be a valuable
asset for businesses looking to optimize their CRM strategies and improve their customer
engagement.
 DEPARTMENT OF MASTER OF COMPUTER APPLICATIONS

PROGRAM EDUCATIONAL OBJECTIVES (PEOS)

After few years of completion of the Program, the graduates of MCA would be:

PEO1: Enrolled or completed higher education/research studies in the core and allied areas of
computer science.
PEO2: Successful entrepreneurs and professionally excelled in diverse application skills in the
core or allied area of computer science of societal importance.
PEO3: Professionals in industry, academia and organizations with ability to adapt to evolving
technologies in the core and allied areas of computer science.
PROGRAM OUTCOMES (POs)

After completion of the program, a successful student will be able to:

PO1. Apply knowledge of computing fundamentals, computing specialization, mathematics, and

domain knowledge appropriate for the computing specialization to the abstraction and
conceptualization of computing models from defined problems and requirements.
(Computational Knowledge)
PO2. Identify, formulate, research literature, and solve complex computing problems reaching
substantiated conclusions using fundamental principles of mathematics, computing
sciences, and relevant domain disciplines. (Problem Analysis)

PO3. Design and evaluate solutions for complex computing problems, and design and evaluate
systems, components, or processes that meet specified needs with appropriate
consideration for public health and safety, cultural, societal, and environmental
considerations.(Design /Development of Solutions)

PO4. Use research-based knowledge and research methods including design of experiments,
analysis and interpretation of data, and synthesis of the information to provide valid
conclusions. (Conduct Investigations of Complex Computing Problems)

PO5. Create, select, adapt and apply appropriate techniques, resources, and modern
computing tools to complex computing activities, with an understanding of the
limitations.(Modern Tool Usage)

PO6. Understand and commit to professional ethics and cyber regulations, responsibilities, and
norms of professional computing practices.( Professional Ethics)

PO7. Recognize the need, and have the ability, to engage in independent learning for continual
development as a computing professional.( Life-long Learning)
PO8. Demonstrate knowledge and understanding of the computing and management principles
and apply these to one’s own work, as a member and leader in a team, to manage
projects and in multidisciplinary environments.(Project management and finance)

PO9. Communicate effectively with the computing community, and with society at large, about
complex computing activities by being able to comprehend and write effective reports,
design documentation, make effective presentations, and give and understand clear
instructions. (Communication Efficacy)

PO10. Understand and assess societal, environmental, health, safety, legal, and cultural issues
within local and global contexts, and the consequential responsibilities relevant to
professional computing practices.( Societal and Environmental Concern)

PO11. Function effectively as an individual and as a member or leader in diverse teams and in
multidisciplinary environments.( Individual and Team Work)

PO12. Identify a timely opportunity and using innovation to pursue that opportunity to create
value and wealth for the betterment of the individual and society at large. (Innovation
and Entrepreneurship)

PROGRAM SPECIFIC OUTCOMES (PSOs)

On successful completion of Program, MCA graduates will be able to:

PSO1: Design, implement and test applications for complex computing problems for desired
specifications through modern tool usage, appropriate technologies and programming
skills.
PSO2: Use managerial and domain Skills of Information Management to model an application’s
data requirements using domain specific modeling tools, Transaction & Query
processing, Indexing & Searching techniques, and extract information for interpreting
the datasets for Decision Making.
PSO3: Apply suitable techniques and algorithms to Integrate Operating System, Services,
Network devices, Security mechanisms and Infrastructure to meet the requirements for
the deployment of an application and to communicate on computer networks.
 MCA III - SEMESTER
(20MC30133) INTERNSHIP

COURSE OUTCOMES

After successful completion of the course, the students will be able to:

CO1: Analyze latest tools, and technologies that are used in industry to solve
complex computing problems following relevant standards, codes, policies and
regulations.
CO2: Analyze safety, health, societal, environmental, legal, economical and
managerial factors considered in industry in solving complex computing
problem relevant to professional computing practices.
CO3: Perform individually or in a team besides communicating effectively in written,
oral and graphical forms on computing practices.
 Table of Contents

1. Introduction .................................................................................................................1
2. Literature survey ........................................................................................................ 2

3. Problem Definition ......................................................................................................3

4. Data Collection ........................................................................................................... 4

5. System Analysis ...........................................................................................................5

5.1. Proposed system.............................................................................................6

5.2. Modules..........................................................................................................7

5.3. System Architecture ...................................................................................... 16

6. System Environment................................................................................................... 17
6.1. Hardware Requirements .......................................................................................... 17

6.2. Software Requirements… ........................................................................................ 17

7. System Design .............................................................................................................18

8. Implementation ............................................................................................................ 19

8.1. Description of technology ............................................................................. 19

8.1. Screen Shots ...................................................................................................20
9. System Testing.............................................................................................................. 25

10. Conclusion .................................................................................................................26

10.1. Future Enhancement .................................................................................... 27

BIBLIOGRAPHY. ........................................................................................................... 28
 List of Screenshots
1 Screen 8.1.1: Home Page ...................................................................... 20

2 Screen 8.1.2: Developer register ............................................................ 20

3 Screen 8.1.3: Upload dataset .................................................................. 21

4 Screen 8.1.4:Data in a custom map ........................................................ 21

5 Screen 8.1.5: Data in a custom map1 ...................................................... 22

6 Screen 8.1.6: Data in a custom map2 ...................................................... 22

7 Screen 8.1.7:Los Angeles tax data by zip code ...................................... 23

8 Screen 8.1.8:Final Output .......................................................................23

9 Screen 8.1.9:Final Output1 .....................................................................24

 Analysis of IRS Data to Display CRM Analytics Charts

1.INTRODUCTION

A custom map for CRM analytics charts is a powerful tool that allows businesses to visualize
their customer relationship management (CRM) data in a geographical format. By plotting data
points onto a map, businesses can gain a deeper understanding of their customers and make
informed decisions based on the insights gained from the visualized data. Whether it's analyzing
sales volume by region, tracking customer demographics, or identifying trends in customer
behavior, a custom map can provide a comprehensive overview of a business's customer base.
The map can be customized to meet the specific needs of the business, including the ability to
choose different map styles, color coding, and legend options to highlight important data points.
With its ability to bring CRM data to life in a meaningful and engaging way, a custom map for
CRM analytics charts is an essential tool for businesses looking to optimize their customer
engagement strategies.

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 Analysis of IRS Data to Display CRM Analytics Charts

2.LITERATURE SURVEY

A custom map for CRM analytics charts has been widely studied and used in various industries
to visualize customer relationship management (CRM) data in a geographical format. In recent
years, there has been a growing body of research focused on the use of custom maps in CRM
analytics. Here are some key findings from the literature survey:
Insights from visualized data: Custom maps provide a visual representation of CRM data, which
can reveal insights and trends that may not be immediately apparent from traditional data
analysis methods.
https://www.salesforce.com/products/analytics/overview/
Improved customer engagement: Custom maps allow businesses to identify patterns in customer
behavior and tailor their engagement strategies accordingly. This can lead to improved customer
satisfaction and increased sales.
Better understanding of customer base: Custom maps help businesses to understand the
geographical distribution of their customer base, which can inform decisions related to product
development, marketing, and distribution.
https://developer.salesforce.com/docs/atlas.en-
us.bi_dev_guide_ext_data.meta/bi_dev_guide_ext_data/bi_ext_data_intro.htm
Ease of use: Custom maps are user-friendly and interactive, making it easy for businesses to
navigate and understand the data. This helps to democratize data analysis and make insights
accessible to all stakeholders.
Link: https://trailhead.salesforce.com/content/learn/projects/wave_charts_custom_map

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 Analysis of IRS Data to Display CRM Analytics Charts

3.PROBLEM DEFINITION

The problem with traditional methods of analyzing customer relationship management (CRM)
data is that they can be time-consuming, complex, and difficult to understand for those who are
not familiar with data analysis. This can result in important insights being overlooked and
valuable opportunities for improving customer engagement being missed. A custom map for
CRM analytics charts solves this problem by providing a visual representation of CRM data that
is easy to understand and navigate. By plotting data points onto a map, businesses can gain a
deeper understanding of their customer base, identify patterns in customer behavior, and make
informed decisions based on the insights gained from the visualized data. In short, the problem
that a custom map for CRM analytics charts solves is the need for a more efficient and
accessible way of analyzing CRM data to improve customer engagement.

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 Analysis of IRS Data to Display CRM Analytics Charts

4.DATA COLLECTION

Data collection is a critical aspect of creating a custom map for CRM analytics charts. The
following are the steps involved in collecting data for the custom map:
Determine the data needed: The first step is to determine what type of data is needed to create
the custom map. This may include customer location, sales volume, customer demographics, and
other relevant information.
https://trailhead.salesforce.com/content/learn/projects/wave_charts_custom_map/wave_chartcust
om_map_resources#sign-up-for-an-crm-analytics-enabled-developer-edition-org
Source the data: The data can be sourced from various internal and external sources, such as the
company's CRM system, marketing databases, and public data sources.
Clean and format the data: The next step is to clean and format the data to ensure that it is
accurate and consistent. This may involve removing duplicates, correcting errors, and
standardizing the format of the data.
https://developer.salesforce.com/docs/atlas.en-
us.bi_dev_guide_ext_data.meta/bi_dev_guide_ext_data/bi_ext_data_intro.htm

Integrate the data: The final step is to integrate the data into the custom map. This may involve
mapping the data onto a geographical format, such as a map or a globe, and visualizing the data
using various techniques, such as color coding and symbols.
By following these steps, businesses can collect the data needed to create a custom map for
CRM analytics charts that provides a comprehensive overview of their customer base and
supports informed decision-making.
https://trailhead.salesforce.com/content/learn/projects/wave_charts_custom_map/wave_charts_c
ustom_map_resources

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 Analysis of IRS Data to Display CRM Analytics Charts

5.SYSTEM ANALYSIS

A custom map for CRM analytics charts is a system that involves several components working
together to provide a visual representation of customer relationship management (CRM) data.
The following is a breakdown of the key components of the system:
Data Collection: This component is responsible for gathering the data needed to create the
custom map. This may include customer location, sales volume, customer demographics, and
other relevant information.
Data Cleaning and Formatting: This component is responsible for ensuring that the data is
accurate, consistent, and in a format that can be easily integrated into the custom map.
Mapping Engine: This component is responsible for mapping the data onto a geographical
format, such as a map or a globe, and visualizing the data using various techniques, such as color
coding and symbols.
User Interface: This component provides a user-friendly interface that allows businesses to
navigate and understand the data on the custom map. The interface may include options for
customizing the map, such as selecting different map styles, color coding, and legend options.
Data Storage: This component is responsible for storing the data in a secure and accessible
format. This may involve using a database or other data storage system.
By analyzing these components and understanding how they work together, businesses can gain
a deeper understanding of the custom map for CRM analytics charts system and how it can be
used to improve customer engagement.
5.1. Existing System
To create a custom map for CRM analytics charts in your existing system, you need to follow
these steps:
Determine the data you want to visualize: Identify the key metrics and data points you want to
track and display on your map.
Choose a mapping tool: There are various mapping tools available, both paid and free, that you
can use to create custom maps. Some popular options include Google Maps, Bing Maps, and
Esri ArcGIS.
Clean and prepare your data: Ensure that your data is in a format that can be easily imported into
your mapping tool. This may involve cleaning up data, converting it to a suitable format, or
aggregating it at a level that makes sense for your analysis.

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 Analysis of IRS Data to Display CRM Analytics Charts

Import your data: Import your data into your mapping tool. Depending on the tool you are using,
you may be able to connect directly to your CRM database, or you may need to import a file
containing your data.
Create your map: Use your mapping tool to create your custom map, including any custom
markers, pop-ups, or other visual elements you want to include.
Integrate with your CRM: Finally, integrate your custom map with your CRM system so that
you can easily access and update your map as needed.
Test and refine: Once your custom map is set up, test it and make any necessary adjustments to
ensure that it accurately reflects your data and provides the insights you need to support your
business objectives.
Keep in mind that creating a custom map for CRM analytics can be a complex process that
requires a good understanding of mapping tools, data analysis, and data visualization. If you are
not confident in your ability to do this on your own, consider hiring a professional to help you
get started..

5.1.1. Disadvantages of Existing System

Technical challenges: Creating a custom map involves technical challenges, such as integrating
data from multiple sources, transforming data into a suitable format, and visualizing the data
effectively. These challenges can be time-consuming and complex, requiring specialized
technical skills.
Cost: Depending on the mapping tool you choose and the level of customization you require,
creating a custom map can be expensive. There may also be ongoing costs for licensing and
maintenance.
5.2. Proposed System
The proposed custom map for CRM analytics charts system is designed to provide businesses
with a visual representation of their customer relationship management (CRM) data. The key
features of the proposed system include:
Automated Data Collection: The system will automatically gather data from various internal and
external sources, such as the company's CRM system, marketing databases, and public data
sources.
Data Cleaning and Formatting: The system will clean and format the data to ensure that it is
accurate and consistent, removing duplicates and correcting errors as needed.
Interactive Mapping Engine: The mapping engine will allow businesses to visualize the data on
a geographical format, such as a map or a globe, and customize the map to meet their specific
needs.
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 Analysis of IRS Data to Display CRM Analytics Charts

5.2.1 Advantages of Proposed System

Improved Data Visualization: The custom map provides a visual representation of the data,
making it easier for businesses to understand the data and identify patterns and trends.
Increased Data Accuracy: The system's automated data collection and cleaning processes help
ensure that the data is accurate, reducing the risk of errors and inconsistencies.
Customizable Interface: The user-friendly interface allows businesses to customize the map to
meet their specific needs, such as selecting different map styles, color coding, and legend
options.
Increased Efficiency: The system's automated processes reduce the amount of time and
resources needed to analyze the data, freeing up resources for other.

5.3 MODULES

This project has three main modules such as,

a) Create the Dataset

b) Work with GeoJSON create the map

c) Use a Bounding box to zoom in on map

a)Create the Dataset

CRM Analytics has built-in map charts of various geographical areas. You can use them like any
other chart to display a visualization of your data. But what if you can’t find the map you need
for the data you have? That’s where custom maps enter the scene!
Custom maps are based on a standard GeoJSON definition file that contains metadata and
coordinates for drawing the map. TCRM Analytics can read the GeoJSON file and display the
encoded map as just another map chart.
First, set up your CRM Analytics-Enabled Developer Edition org.
Sign Up for an CRM Analytics-Enabled Developer Edition Org
For this project, you can’t use an existing Developer Edition org or a Trailhead Playground org.
Follow the steps below to get a CRM Analytics-enabled Developer Edition that comes with a
limited CRM Analytics Platform license and contains the sample data required for this project.

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 Analysis of IRS Data to Display CRM Analytics Charts

Go to developer.salesforce.com/promotions/orgs/analytics-de.
Fill out the form using an active email address.

After you fill out the form, click Sign me up. An activation email is sent to you.
When you receive the activation email, open it and click Verify Account.
Complete your registration, and set your password and challenge question.
Click Change Password. You’ll be logged in to your new CRM Analytics Developer Edition
org. If you see the Welcome to Lightning Experience window, close it.
Tip To log in to the CRM Analytics-enabled developer org when you take the challenge at the
end of this page, select Log into a Developer Edition from the connection menu. To log in and
play any time, go to login.salesforce.com.
Get the Data
To build our custom map, we start with some interesting data. We’ve got public IRS filing
statistics for various zip codes in the Los Angeles area, which you can download from. This
information has been aggregated, so no, you can’t view the tax returns of the rich and famous.
The data is in a CSV file with the following format:

"Zipcode","ZipCodeType","City","State","LocationType","Lat","Long","Location","Decommisi
oned",
"TaxReturnsFiled","EstimatedPopulation","TotalWages"
"90001","STANDARD","LOS ANGELES","CA","PRIMARY",33.97,-118.24,"NA-US-CA-
LOS ANGELES","false",18561,36200,421709138
"90002","STANDARD","LOS ANGELES","CA","PRIMARY",33.94,-118.24,"NA-US-CA-
LOS ANGELES","false",16133,30920,352278879
"90003","STANDARD","LOS ANGELES","CA","PRIMARY",33.96,-118.27,"NA-US-CA-
LOS ANGELES","false",21982,41878,463744071
"90004","STANDARD","LOS ANGELES","CA","PRIMARY",34.07,-118.31,"NA-US-CA-
LOS ANGELES","false",25057,41632,891085777
"90005","STANDARD","LOS ANGELES","CA","PRIMARY",34.05,-118.31,"NA-US-CA-
LOS ANGELES","false",13294,22281,369162475
"90006","STANDARD","LOS ANGELES","CA","PRIMARY",34.04,-118.29,"NA-US-CA-
LOS ANGELES","false",19691,34995,398768368
"90007","STANDARD","LOS ANGELES","CA","PRIMARY",34.02,-118.28,"NA-US-CA-
LOS ANGELES","false",12367,20179,262370773
"90008","STANDARD","LOS ANGELES","CA","PRIMARY",34.00,-118.34,"NA-US-CA-
LOS ANGELES","false",13333,21174,426689767
"90009","PO BOX","LOS ANGELES","CA","PRIMARY",33.94,-118.38,"NA-US-CA-LOS
ANGELES","false",1137,1715,49947779

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 Analysis of IRS Data to Display CRM Analytics Charts

"90010","STANDARD","LOS ANGELES","CA","PRIMARY",34.06,-118.31,"NA-US-CA-
LOS ANGELES","false",2055,3294,122651252

Let’s upload the file to create a dataset.

If you’re not already there, log in to your Developer Edition org.
In Lightning Experience, click app, then click the Analytics Studio tile. In Salesforce Classic,
select Analytics Studio from the app menu at the upper right.
In Analytics Studio, click Create in the upper right, and select Dataset from the menu.
Click CSV File as the source of the data.
In the New Dataset screen, click Select file or drag file here.
In the file-selection window that opens, select the CSV file you downloaded—look for the file
named la_zip_codes.csv.
Click Open (or the correct button in your operating system to upload the file), and then
click Next.
Verify that the Dataset Name is la_zip_codes, and click Next.
In the Edit Field Attributes screen, click the Zipcode column heading, then change its field type
to Dimension.
Click Upload File.
After a minute or so, check the Datasets tab to see your dataset.

a)Work with GeoJSON create the map

Work with GeoJSON and Create the Map
Get the GeoJSON File
Next, we need a GeoJSON file with zip codes matching (or at least overlapping with) the ones in
the CSV file. There’s one ready for you, which you can download here.
Reformat the GeoJSON
GeoJSON comes to us in the standard format:
{
"type": "FeatureCollection",
"features": [{
"type": "Feature",
"properties": {
"kind": "ZIP Code Tabulation Area (2012)",
"external_id": "90001",
"name": "90001",
"slug": "90001-zip-code-tabulation-area-2012",
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 Analysis of IRS Data to Display CRM Analytics Charts

"set": "/1.0/boundary-set/zip-code-tabulation-areas-2012/",
"metadata": {
"AWATER10": 0,
"CLASSFP10": "B5",
"ALAND10": 9071359,
"INTPTLAT10": "+33.9740268",
"FUNCSTAT10": "S",
"ZCTA5CE10": "90001",
"MTFCC10": "G6350",
"GEOID10": "90001",
"INTPTLON10": "-118.2495088"
},
"resource_uri": "/1.0/boundary/90001-zip-code-tabulation-area-2012/"
},
"geometry": {
"type": "MultiPolygon",
"coordinates": [
[
[
[-118.265151, 33.970249],
[-118.265166, 33.974735],
[-118.262969, 33.974746],
[-118.262981, 33.981836],
[-118.265174, 33.981828],
[-118.265185, 33.989227],
[-118.256436, 33.989317],
[-118.256436, 33.989498],
[-118.241159, 33.989422],
[-118.241126, 33.988174],
[-118.240505, 33.988158],
[-118.240502, 33.98867],
[-118.23899, 33.988664],
[-118.239021, 33.989403],
[-118.237918, 33.989393],
[-118.235685, 33.979486],
[-118.235352, 33.979534],
[-118.235105, 33.978705],
[-118.234324, 33.974732],
[-118.234685, 33.974731],
[-118.234432, 33.972967],
[-118.233915, 33.970674],
[-118.233561, 33.970731],
[-118.232835, 33.967469],
[-118.232995, 33.967467],
[-118.232405, 33.965314],
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 Analysis of IRS Data to Display CRM Analytics Charts

[-118.231371, 33.963268],
[-118.230013, 33.961768],
[-118.231885, 33.961565],
[-118.231599, 33.960146],
[-118.237366, 33.960152],
[-118.23737, 33.958521],
[-118.237943, 33.958518],
[-118.237949, 33.96015],
[-118.24499, 33.960148],
[-118.244994, 33.959648],
[-118.246648, 33.959637],
[-118.246653, 33.959177],
[-118.247237, 33.959175],
[-118.247225, 33.9597],
[-118.253962, 33.959701],
[-118.253959, 33.960162],
[-118.258573, 33.96016],
[-118.258575, 33.959577],
[-118.260754, 33.959772],
[-118.260753, 33.960149],
[-118.265118, 33.96013],
[-118.265139, 33.966482],
[-118.264629, 33.966483],
[-118.264607, 33.967438],
[-118.265142, 33.967395],
[-118.265151, 33.970249]
]
]
]
}
}, ...]
}

Standard GeoJSON works well in most applications, but it’s problematic for custom maps in
Tableau CRM. The problem isn’t in displaying the map; it occurs when you try to display data
using the map chart. That’s because Tableau CRM looks for an ID at the same level as the
"type": "Feature" node that matches an ID in the data. That’s how it knows to match a row from
the CSV file to a particular zip-code area on the map. In fact, that ID property has to be named
"id"!
In this example, the obvious ID to use is the zip code value itself. The fix is to move the key up
one level, or just “flatten” the GeoJSON by moving everything under "properties" up one level.
Let’s use our coding skills to see how we might accomplish this!
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 Analysis of IRS Data to Display CRM Analytics Charts

For the Los Angeles zip codes, create a script or use a fancy regular-expressions formula to
move "external_id" up one level so it’s a child of "features".
Be sure to rename the new key-value node "id". The value of each "id" will be a zip code, to
match the zip codes in your dataset's Zipcode column.
If your script outputs a file with a new name, note the name of the file and its location. You need
them when you upload the GeoJSON to Analytics.
For example, here’s a quick-and-dirty Python script that creates the "id" node at the same level
as "type".
#!/usr/bin/python
import json
import os
os.chdir(os.path.expanduser('~/Downloads'))
# standard geojson file
f = open('test_la_zip_code_areas_2012.geojson', 'r')
json_contents = json.loads(f.read())
features = json_contents["features"]
for i in features:
i["id"] = i["properties"]["external_id"]
json_contents["features"] = features
# Normalized geojson for Tableau map
out_file = open("out_la_zip_code_areas_2012.json", "w")
out_file.write(json.dumps(json_contents))
out_file.close()

The quick-and-dirty script shown above strips the wrapper around the feature objects, so if you
use it, restore the following:
{
"type": "FeatureCollection",
"features": {[
"comment" : "stuff that was output by the script goes here"
]}
}

Now the GeoJSON looks something like this:

{
"type": "FeatureCollection",
"features": [{
"type": "Feature",
"properties": {
"kind": "ZIP Code Tabulation Area (2012)",
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"external_id": "90001",
...
},
"resource_uri": "/1.0/boundary/90001-zip-code-tabulation-area-2012/"
},
"id": "90001",
"geometry": {
"type": "MultiPolygon",
"coordinates": [
[
[-118.265151, 33.970249],
...
]
]
]
}
}, ...]
}

Every id has the value of the actual zip code in the feature object that it’s a part of. Don't try to
use this GeoJSON snippet—it's just a small part of the output you'll get!
Display the Data in a Custom Map
When you created the Los Angeles zip code dataset, you set the Zipcode column’s data type to
dimension. This action makes it possible to group by zip code when you explore the data. After
you group the data by zip code, you’ll visualize it in a custom map that shows L.A. zip codes.
You’ll have to create the custom map based on a geoJSON file.
Let’s explore the zip code data in a lens and view it on the custom map.
On the Analytics Studio home page, click Browse and type la_zip_codes in the Search bar.
In the lens, click the Count of Rows measure, then Sum, then TotalWages to change the measure
to Sum of TotalWages. Make sure to click the name of the measure you're changing, Count of
Rows, in the Bar Length field.
Click the plus button in the Bars field, then select Zipcode to group by zip code.
To change the chart type to a map, click on the right and select the Map chart type (). The
default map doesn’t show L.A. zip codes and therefore isn’t a good map for this data. Actually,
none of the prebuilt map types can show data grouped by zip codes. Let’s create a custom map
that can.
To create a custom map type, click , expand the Map section, and then next to the Map Type
property.

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In case you didn’t reformat your own GeoJSON file, we’ve reformatted one for you. Right-
click this link and save the reformatted GeoJSON file to your local machine.
In the left pane of the New Map page, click Upload GeoJSON and upload the GeoJSON
definition (custom_map_project_geojson.json) that you downloaded.
If there’s something wrong with the GeoJSON file that you uploaded, an error message appears
(something like “Invalid GeoJSON”). Usually that means something went wrong with the
reformatting.
In the Map Label field, enter L.A. Zipcodes.
In the Projection Type field, select Equirectangular as the default projection type for this map.
You can override this setting in the widget properties for each chart widget that uses this custom
map. Equirectangular is appropriate for simple geometric shapes such as floor plans, city blocks,
or zip-code areas. Mercator is most suitable for traditional geographical maps. Use AlbersUSA
for a map of the United States of America that includes Hawaii and Alaska near the rest of the
United States.
In the center pane, you could drag the handles of the map to change the boundaries, and zoom in
on a particular region. The boundaries would show in the right pane. However, we won’t change
the boundaries yet. We’ll look at them in more detail in a bit.
Click Done. Congratulations! You’ve created your first custom map. And isn’t it a beauty! You
can now use this custom map type in other charts, including map, geo map, and bubble map
charts.
To clip this lens to a dashboard in designer
In the query naming dialog, enter Total Wages by Zip Code in the Display Label field, and
click Clip to Designer.
In the dashboard designer, drag the new query onto the canvas. Adjust the size of the widget as
necessary to be able to view the bar chart that appears. An unimpressive map appears with
several colored zip-code areas where Los Angeles is found (those flyspecks approximately in the
central part of the visible
Select the map to display the widget properties.
In the widget properties, expand the Map section and notice that the new L. A. Zipcodes custom
map is selected in the Map Type menu.
Save the dashboard, naming it Los Angeles Tax Data by Zip Code.

c)Use a Bounding box to zoom in on map

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Now it's time to tune the awesome zip code map you created to get a better visualization. Ideally,
you can zoom in on the areas for which you have data. Instead of a map that includes all of the
geometry encoded in the GeoJSON, we want a map based on a subset of that geometry.
A bounding box redefines the area of the map to display by delimiting the boundaries of the new
area using coordinates. The trick is figuring out the correct coordinates.
For the geographical map of zip code areas, the coordinates of every shape encoded in the
GeoJSON are simply longitude and latitude coordinates. Finding the longitude and latitude of an
area of the map that includes only the relevant area of the map requires a tool that can display
those coordinates on the map itself.
There are many tools available on the Internet that can do this task for you. But we’ve already
found the coordinates you need to zoom in on the zip codes with the data.
Create the New Map
You can create the new map from the same GeoJSON file you already uploaded.
If you don’t already have it open, open the Los Angeles Tax Data by Zip Code dashboard and
switch to edit mode.
Select the map chart to view the widget properties.
Expand the Map section, and then click next to the Map Type property.
In the left pane of the New Map page, select custom_map_project_geojson, the GeoJSON that
you previously uploaded.
In the widget properties, expand the Map section and notice that the new L. A. Zipcodes custom
map is selected in the Map Type menu. Click the dataset from the search results to explore it in a
lens.
In the Map Label field, enter Central L.A. Zipcodes.
In the Projection Type field, select Equirectangular.
In the center pane, drag the handles of the map to change the top, bottom, left, and right
boundaries. As closely as possible, set top to 34.2, bottom to 33.85, left to -118.65, and right to -
117.65.
Click Done.
Save the dashboard.

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5.3 System architecture:

Batch
processing

Data Data
Storage
sources Analytics
Analytic And
al data reporting

Stream
DataD time M Real ingestion process
ing

Choose the right tools: There are several software tools available for creating custom maps, such
as QGIS, ArcGIS, Tableau, etc. Choose the one that best fits your needs and skills.
Create the map: Use the chosen tool to create the custom map, making sure to include all the
necessary elements, such as legends, labels, etc.
Test and refine: Test the map to see if it effectively conveys the intended information and refine
as necessary.
Integrate with CRM analytics: Once the custom map is created, integrate it with your CRM
analytics platform so that you can view the data on the map in real-time

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6. SYSTEM ENVIRONMENT

6.1 Hardware Requirements

1. System : Pentium IV 2.4 GHz.

2. Hard Disk : 40 GB.
3. RAM : 512 Mb.

6.2 Software Requirements

1. Operating system : Windows 11

2. Environment : Salesforce

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7. SYSTEM DESIGN

Identify the data: Determine what kind of data you want to display on the map and gather all the
relevant information.
Choose the right type of map: Different types of maps are suited for different types of data, such
as choropleth maps, heat maps, dot density maps, etc. Choose the one that best fits your data.
Prepare the data: Clean and process the data so that it can be easily represented on the map.
Choose a mapping tool: There are many tools available for creating custom maps, such as QGIS,
ArcGIS, Tableau, etc. Choose the one that best fits your needs and skills.
Design the map: Use the chosen tool to design the custom map, including all necessary elements
such as labels, legends, and annotations.
Integrate with CRM analytics: Once the custom map is created, integrate it with your CRM
analytics platform so that you can view the data on the map in real-time.
Test and refine: Test the map to see if it effectively conveys the intended information and refine
as necessary.
https://trailhead.salesforce

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8.IMPLEMENTATION

Description of technology
GIS (Geographic Information System) software: GIS software, such as ArcGIS and QGIS, can
be used to create and visualize data on maps. They provide a wide range of tools and features for
mapping, analyzing, and displaying data.
Data visualization tools: Tools like Tableau and PowerBI provide a drag-and-drop interface to
create visualizations, including custom maps. They can also connect to a wide range of data
sources and provide real-time updates.
JavaScript libraries: JavaScript libraries like D3.js and Leaflet can be used to create custom
maps and interact with data on the web. They offer a wide range of customization options and
can be integrated with other web technologies.
APIs (Application Programming Interfaces): APIs from mapping platforms such as Google
Maps and OpenStreetMap can be used to create custom maps and display data on top of existing
maps. They provide a variety of features such as markers, polyglines, and heat maps.

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8.1 Screenshots:

Home Page

SCREEN 8.1.1 HOME PAGE

Developer register

SCREEN8.1.2 Developer Register

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Upload Dataset Page

SCREEN 8.1.3.Upload Dataset Page

Data in a custom map

SCREEN 8.1.4 Data In A Custom App

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Data in a custom map 1

SCREEN 8.1.5 Data in a custom map

Data in a custom map2

SCREEN 8.1.6 Data in a custom

map2

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Los Angeles Tax Data by Zip Code

SCREEN 8.1.7 Los Angeles Tax Data by Zip Code

Final Output

SCREEN 8.1.8 Final Result

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Classified Output

SCREEN 8.1.9 Final Output 1

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9.SYSTEM TESTING

Verify the data:

Ensure that the data displayed on the map is accurate and up-to-date.
Check the functionality:
Verify that the map displays correctly and that all features such as zoom, pan, and markers work
as expected.
Validate the representation:
Ensure that the data is represented correctly on the map, such as through colors, markers, and
shapes.
User testing:
Have a group of users test the map to get their feedback on its functionality and usability.
Performance testing: Test the map's performance under various scenarios such as large data
sets and slow network conditions.
Security testing:
Ensure that the map and its data are secure and protected from unauthorized access and
manipulation.
Integration testing:
Test the map's integration with your CRM analytics platform to ensure that data updates and
other changes are reflected in real-time.

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8. CONCLUSION

In conclusion, CRM (Customer Relationship Management) analytics is a critical component of

modern business operations. By analyzing customer data and interactions, businesses can gain
insights into customer behavior, preferences, and satisfaction. This information can be used to
improve customer experiences, increase sales and revenue, and strengthen customer
relationships.
A custom map for CRM analytics charts can be a powerful tool for visualizing and
communicating these insights. By combining GIS, data visualization, and CRM data, businesses
can create an interactive, real-time view of their customer data and use it to make informed
decisions.
Testing the custom map is an essential step in the process to ensure that it is accurate, secure,
and effective in representing the data. By following best practices for testing and refinement,
businesses can ensure that their custom map for CRM analytics charts is a valuable tool for
driving growth and success.

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10.1 Future Enhancement

a) Real-time data: Incorporating real-time data updates into the custom map can provide a
more dynamic and accurate view of customer data.
b) Predictive analytics: Adding predictive analytics capabilities to the custom map can
provide insights into future customer behavior and trends.
c) Machine learning: Incorporating machine learning algorithms into the custom map can
allow it to automatically identify patterns and relationships in the data and make
predictions.

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BIBLIOGRAPHY

[1] GIS for CRM: Using Geographic Information Systems for Customer Relationship
Management, by Tim Foresman
[2] Data Visualization with D3.js, by Oscar Villarreal
[3] Visualizing Data with PowerBI, by Alex Kerin
[4] Cartography and Geographic Information Science, by Longley, P.A., Goodchild, M.F.,
Maguire, D.J., Rhind, D.W.
[5] CRM Analytics: Strategies, Techniques, and Technologies for Enhancing Business
Performance, by R. Kelly Rainer and Brad Prince
[6] Leaflet: Tips and Tricks, by Dave Leaver
[7] Building Dashboards with Tableau: A Step-by-Step Guide, by Ryan Sleeper

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Websites
[8]
https://trailhead.salesforce.com/content/learn/projects/wave_charts_custom_map/wave_chart s _
custom_map_resources
[9].
https://sreevidyanikethan2-dev-
ed.develop.lightning.force.com/analytics/home?tsid=02u2w000003pn0x
[10]
https://trailhead.salesforce.com/content/learn/projects/wave_charts_custom_map/wave_chartcust
om_map_resources#sign-up-for-an-crm-analytics-enabled-developer-edition-org

Text books
[11] PaulBattisson,” Learning Salesforce Development with Apex” , B2B Publications,5th
Edition,2006.
[12] Paul Battisson,’’ Mastering Apex Programming” , Pack Publishing Limited,5th
Edition,November 2020.
[13] Ashan Zafar, ” salesforce CRM-The Definitive Admin Handbook “ ,packet
Publishing Limited,6thEdition,2019.

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