QGIS to CARTO BUILDER UPM

This intermediate workshop was given by Ramiro Aznar on November 24, 2016 at UPM. As taught, it was 2h hours long.
  • Trainers: Ramiro Aznar · ramiroaznar@carto.com · @ramiroaznar
  • November 24th, 2016

http://bit.ly/161124-qgis-builder

builder

Introduction to CARTO BUILDER


Introduction

Prerequisites

  • Laptop,
  • A modern browser (Google Chrome would be perfect),
  • QGIS installed.

Resources

You can take a look on those resources if you want to warm up with CARTO:

Support

  • Email to support@carto.com.
  • Some questions could be already anwered at GIS Stack Exchange carto tag.

Contents

  1. QGIS to CARTO
  2. Getting started with BUILDER

1. QGIS to CARTO

1.1. Setting up

  • The instructors will provide you a user and passwor to access your account
  • Log into your upm-cartoXX account going to https://carto.com/login


1.2. QGIS Plugin installation

  • Open QGIS
  • From the Plugins menu -> Manage and Install Plugins
  • Type “CartoDB Plugin”.
  • Click Install Plugin.


1.3. Connect your CARTO account to QGIS

  • From the CartoDB toolbox (located on the QGIS Web Toolbar) or from the Layers Toolbar in QGIS, Click Add Connection.
  • Select New from the Connection Manager.
  • Go back to CARTO dashboard.
  • Go to your account options (at the top right corner) and copy your API Key.


apikey

CARTO API Key


  • Enter your CARTO account settings: user name and API Key.
  • Click Save.

*Note: a more detailed guide can be found here.


1.4. Import CARTO layers

  • Go back to CARTO dashboard.
  • Click on DATASETS (at the top left corner).
  • Click on DATA LIBRARY and search for “populated places” dataset.
  • Select ne_10m_populated_places_simple and click on CONNECT DATASET.
  • Go back to QGIS.
  • From the CartoDB toolbox, click Add CartoDB Layer.
  • Select ne_10m_populated_places_simple dataset from the list, or search for a table name to filter the list, and click OK.


qgis

CARTO dataset in QGIS


*Note: a more detailed guide can be found here.


1.5. Create a map

  • After working with QGIS, you can export your layers into CARTO or create a map.
  • From the CartoDB toolbox, click Create New Map.
  • Type the title and description for your map.
  • Click on Create.
  • Go back to CARTO dashboard.
  • Click on MAPS (at the top left corner).
  • Open the new map you have just created.


qgis

CARTO BUILDER main menu


*Note: a more detailed guide can be found here.

2. Getting started with BUILDER

2.1. Layers

  • You can rename the title of this new layer as “Cities”.
  • Click on the layer to show its components:
    • DATA
    • ANALYSIS
    • STYLE
    • POP-UP
    • LEGEND


2.2. Styling

  • Create a bubble (proportional symbols) map:
    • Click on STYLE.
    • Click on point-size number.
    • Select BY VALUE.
    • Select pop_max column.


dots

A view of BUILDER bubble map


  • Create a chroropleth map:
    • Click on marker-fill column.
    • Select BY VALUE.
    • Select pop_max column (a better cartographic practice would be selecting a normalized field).
    • You can customize your map further changing (and flipping) a different color palette, the number of buckets and quantification method.


choropleth

A view of BUILDER bubble & choropleth map


*To learn more about how this works behind the scenes check out the CartoCSS panel.


2.3. Widgets

  • Set styles as default (orange dots).
  • Go back to the main menu.
  • Click on the layer.
  • Add widgets to “Cities” layer:
    • Click on DATA.
    • Select point count in order to show the number of cities.
    • Select name in order to filter by city name.
    • Select adm0name in order to filter by country name.
    • Click on EDIT in order to customize these widgets.


widgets

A view of BUILDER widgets


2.4. Analysis

Centroids

  • Go back to the main menu.
  • Click on LAYERS.
  • Click on ADD ANALYSIS below “Cities” layer.
  • Select “Find centroid of geometries” analysis.
  • Click on ADD ANALYSIS.
  • Set paramaters as follows:
    • CATEGORIZE...: adm0name.
    • WEIGHTED BY: pop_max.
    • AGGREGATE...: SUM(pop_max).


centroids

A view of BUILDER centroid analysis


Connect with lines

  • Go back to the main menu.
  • Drag and drop out the source layer node.
  • Rename A node as “Centroids”.
  • Click on ADD ANALYSIS below “Cities” layer.
  • Select “Connect with lines” analysis.
  • Click on ADD ANALYSIS.
  • Set paramaters as follows:
    • TYPE: To Source.
    • TARGET: A1 Centroids.
    • CLOSEST: All to all.
    • GROUP BY:
      • SOURCE COL.: adm0name.
      • TARGET COL.: category.
  • Click on APPLY.


centroids

A view of BUILDER connect with lines analysis


  • Finally, edit centroid dots based upon value and lines based upon pop_max.

*Note: to learn more about connect with lines analysis have a look at this guide and blogpost.


2.5. Publish

  • Click on SHARE.
  • Set to LINK or PUBLIC.
  • Click on PUBLISH.
  • Now you can share the map as link or embed.