This tutorial is written to navigate a new Innovation Heat Map (IHM) user through the application starting from the Home page, http://www.weforumihm.org/. Please review the About link, located at the bottom of the Home page, before beginning this tutorial for an overview of the application.
There are 2 “modes” in IHM. First is the Mapping mode which is central to the application and what you will be presented with when you enter the application. One can perform Country and City level analysis using the heat map when in the mapping mode. The second mode is the Index mode which provides the utility to graph different variables for Country comparison purposes and has no mapping functionality.
We’ll start the tutorial by left clicking on “Launch the Innovation Heatmap” button from the Home page. You are then presented with this screen:
Below is an explanation of how to create an innovation heat map and how to use the features found on this screen:
Select A Variable window: a variable is an index or ranking covering the many facets of innovation. This particular screen contains the variables at a Country level (you will be presented later with City level variables). These Country level Variables are categorized by Business Environment, Demand, Government, Human Capital, Infrastructure and Output. There are over 700 Country level variables. Left click on the triangle next to the category, and sub category if applicable, until you find the variable you would like to map. Hovering your mouse over the variable will tell you what type of data point it is and its source. Double left click the variable you would like to have mapped and the next screen, or Country Level Heat Map, will contain this variable. Note the variable you selected is identified at the top of the Country list on the left side of the screen.
Country Level Heat Map: The variable you selected above is now plotted on a map of the world with color or heat signifying the correlation of innovation to that variable at the Country level. The higher the correlation the darker the color. The window to the left contains all the Countries with this variable. You can change the order of the Countries from descending to ascending by left clicking the Index column header next to the Countries column header. Countries will appear as white on the map if your chosen data point is not available for that country. Below is an example:
City Level Heat Map: Next, select the Cities tab located next to Countries tab in the upper left corner of the screen. You are then presented with another variable selection list. These are a different set of variables for the Cities and are categorized by Business Environment, Geographic, Government, Human Capital and Infrastructure. Follow the same process in selecting a variable as you did at the Country level above. The next screen you will see is the mapping of the City level variable you have chosen with the size of the circle and its color signifying correlation to innovation at the City level. The window to the left contains all the Cities with this variable. You can change the order of the Cities from descending to ascending by left clicking the Index column header next to the Cities column header. Below is an example:
Note the quarter circle located at the far left side of the map containing a triangle. This contains the map navigation features which are made available to you by left clicking the triangle then left clicking the compass graphic. You will see a small navigation box appear in the upper left corner of your screen. Below is an example:
The navigation box contains the following:
Zoom Bar: hold your left mouse button down on the bar and slide it to the right and let go to zoom in. Do the same to zoom out by sliding the bar to the left.
Hand: Left click this graphic then place your cursor over the map and hold the left mouse button down to move the map on your screen.
Magnifying Glass with Plus Sign: this allows you to zoom in on a customized area of the map. Left click this graphic and let go. Then move your cursor to the map and draw a box around the area you would like to zoom into.
Compass: This option has been disabled for this release.
The buttons at the bottom of the Mapping Mode screen perform the following functions:
Start New Analysis: allows a user to create a new analysis for either the Country or City levels. Select which of these 2 levels you would like to start a new analysis prior to selecting the Start New Analysis button.
World: allows you to zoom in to a different region of the world whether you are at the Country or City level. It also provides you the option of going back to the World view after having previously chosen a continent. Your choices are World, Africa, Asia, Europe, North America, Oceania or South America.
· Break Count: The number of color shades that will illustrate the index values on the heatmap.
· Color Palette: allows you to choose a different shade of color and if you want to see Cold to Hot or Cool to Warm colors for heat mapping. The default is red.
· Distribution Method: This is basically the method used to determine the cutoff points for the different groups/color shades. In an equal distribution scenario, we basically take the highest index value and subtract the lowest index value and within that range equally divide the resulting range by the break count to determine the cutoff point. In a Quantile distribution, the cutoff points are based on a cumulative distribution of the index values.
· City Area: allows you to select the min radius and max radius when on World view of the City variable circles on the map.
Hide Cities: this is a “toggle” switch that allows you to hide the City information on the map. This button then changes to Show Cities which when selected putting the City information back on the map. This functions at both the Country and City levels. You can compare Country and City level variables on the map by selecting the Show Cities button when viewing Country level information. Below is an example:
3D Map: allows you to map a single Country at the City level in 3D after variables have been selected for both the Country and City. These steps need to be followed in the order presented to surface a 3D map on your screen:
· Ensure you have a Country variable in place
· Go to the Cities tab and ensure you have a City variable in placep>
· Go back to the Country tab and left click the Country, from the list of Countries on the left, you would like to present in 3D
· Left click 3D Map button at the bottom of the screen
You now see a 3D map of the Country with the City level variable represented by a cylinder whose height is proportional to the variable value. You can rotate the 3D map on the screen by placing your cursor on the map, holding down your left mouse button then moving your cursor. Below is an example of a 3D map:
Load…: allows you to select and load a Country/City variable mapping you saved previously.
Save Session…: allows you to save a Country/City variable mapping so you don’t have to create it again. Provide a name, you would like to save the mapping as, in the Save Map Analysis window and left click the OK button.
Delete…: gives you the capability to delete a Country/City variable mapping you saved previously.
As stated at the beginning of this tutorial the Index mode provides the utility to graph different variables for Country comparison purposes and has no mapping functionality. You enter the Index Mode by left clicking the Index button at the bottom right of your screen. You are then presented with the following screen:
You start by selecting the Variables you would like to compare for each Country by
· left clicking the triangle next to the Country Variable category, and sub category if applicable, in the bottom left corner of the screen
· double left click the Variable or place your cursor over the Variable, hold down your left mouse button then drag the Variable to the Variable/Weight box located in the lower right quadrant of the screen
Your screen should look like this:
Next, you will need to select the Countries you would like to compare these Variables with. This is accomplished by
· left clicking the triangle next to the Continent in the upper left corner of the screen
· double left click the Country or place your cursor over the Country, hold down your left mouse button then drag the Country to the right and into the graphing box in the upper right quadrant of the screen
Your screen should look like this:
Note, the Attraction to Innovation variable is not available for these 3 Countries.
You can then change the weight of each Variable by placing your cursor over the triangle located in the Weight column of the Variable/Weight box, holding down the left mouse button then sliding the triangle from left to right. You will notice the bar representing that same Variable in the bar chart above will resize based on the weight you assign to it. This comes into play when you consider Country Variables weighted less or more than others in your analysis.
The buttons at the bottom of the Index Mode screen perform the following functions:
New: this button removes the Countries and Variables you selected for your analysis and you start over from the beginning with a new analysis.
Load…: allows you to select and load an Index you saved previously.
Save…: allows you to save an Index so you don’t have to create it again. Provide a name, you would like to save the Index as, in the Save Index window and left click the OK button.
Delete…: gives you the capability to delete an Index you saved previously.
Overlaid Series: There are 2 options available:
Overlaid Series which is the default for the bar chart or 1 horizontal bar for each Variable
Stacked Series will provide you 1 horizontal bar per Country and each variable will be stacked on the bar. Example is below:
Export: The Export button is located in the top right corner of your screen. This button allows the user to export the graphic to a file that can be saved on their PC for use in documents and presentations. It is recommended that you select insert, then picture from a Microsoft Office application's pull down menu when including this graphic to minimize resizing effort.
Map Mode: selecting this button will take you back to the Mapping mode of the application with the last map you generated during your session before you selected Index mode. Selecting Index mode button at the bottom right of the screen takes you back to the Index mode containing the last bar chart you generated during the same session.