Introducción a CARTO y BUILDER UpSociative

This intermediate workshop was given by Ramiro Aznar on November 23, 2016 at UpSociative. As taught, it was 2h hours long.
  • Trainers: Ramiro Aznar · ramiroaznar@carto.com · @ramiroaznar
  • November 23th, 2016

http://bit.ly/161123-upsociative

builder

Introduction to CARTO BUILDER


Introduction

Prerequisites

  • Laptop
  • A modern browser (Google Chrome would be perfect)

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. Getting started
  2. Demo: Risk Analysis

Setting up

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

1. Getting started

1.1. Create a map

  • Click on NEW MAP.
  • Clik on SEARCH and type “world borders”.
  • Select world_borders dataset.
  • Click on CREATE MAP.
  • You can rename the map and layer title as “Countries & Cities” and “Countries” respectively, doing double click over them.


map

A view of BUILDER main dashboard

1.2. Layers

  • Add a new layer:
    • Click on ADD.
    • Click on SEARCH and type “populated places”.
    • Select ne_10m_populated_places_simple dataset.
    • Click on ADD LAYER.
  • 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


layer

A view of BUILDER layer main menu

1.3. 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.
    • 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.

1.4. Widgets

  • 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.
    • Click on EDIT in order to customize both widgets.
  • Add widgets to “Countries” layer:
    • Click on LAYERS.
    • Click on “Countries” layer.
    • Click on DATA.
    • Select name in order to filter by country name.
    • Click on EDIT in order to customize both widgets.
  • Now you can filter and autostyle by country and city name.


widgets

A view of BUILDER widgets

1.5. Analysis

  • Go back to the main menu.
  • Click on ADD ANALYSIS just below “Cities”.
  • Select Filter by layer analysis.
  • Click on ADD ANALYSIS.
  • Set the parameters as follows:
    • FILTER BY LAYER: “Countries”.
    • SOURCE COLUMN: sov_a3.
    • FILTER COLUMN: iso3.
  • Click on APPLY.
  • Now fitering by country, you are also filtering the cities within that country.


filter

A view of BUILDER filtering by layer analysis power


  • Click on + to add a new analysis.
  • Select Create areas of influence analysis.
  • Click on ADD ANALYSIS.
  • Set parameters as follows:
    • TYPE: “Distance”.
    • UNITS: “Km”.
    • RADIUS: “50”.
    • TRACTS: “2”.
    • BOUNDARIES: “Intact”
  • Click on APPLY.

*Bonus:

  • Drag and drop out the “Filter by layer” node in order to get the points back.
  • Style the new AOI layer and filter by country using widgets.


filter

A view of BUILDER AOI analysis power

1.6. Publish

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


2. Demo: Risk Analysis

2.1. Use Case

  • Let’s take a look at BUILDER and see how we can use this new tool to power our analysis. In this particular use case we are going to look at risk. How to determine what areas by county in the US have a higher risk for insuring railroad companies.

  • We have a freely available dataset that the Department of Transportation publishes that tells me where across the US over the las 4 years there have been railroad accidents and the associated damage or cost of each of these incidences.

  • As an insurance company, I may be approached by different railroad companies and they want to understand how much it would be cost to insurance their equipment. So part of our analysis today would be to look at this data and determine the areas of the highest risk across the US.


2.2. Instructions

Connect dataset

  • Copy and paste this url into your browser: https://builder-demo.carto.com:443/api/v2/sql?q=select * from "builder-demo".dot_rail_safety_data_1&format=gpkg&filename=rail_road_data.gpkg.
  • Wait until the dataset is downloaded.
  • Click on NEW MAP.
  • Click on CONNECT DATASET.
  • Click on BROWSE and select the file (or drag and drop it).
  • Click on CONNECT DATASET.
  • Rename title and layer names.


Style dots based upon the total damage

  • Click on the railroad layer.
  • Click on STYLE.
  • Style dot width based upon total_damage value.


Filter by railroad companies and dates

  • Click on DATA.
  • Add railroad and date widgets.
  • Filter by railroad company and/or date range.


Add US counties dataset

  • Back to the main menu, click on ADD (layer).
  • Click on DATA LIBRARY and type “us counties”.
  • Select cb_2013_us_county_500k and click on ADD LAYER.
  • Rename the new layer.
  • Drag and drop the railroad layer above the counties layer.


Intersect US counties with railroad accidents

  • Click on counties layer.
  • Click on ANALYSIS.
  • Select Intersect with 2nd layer analysis.
  • Click on ADD ANALYSIS.
  • Set parameters as follows:
    • Railroad layer as TARGET LAYER.
    • SUM(total_damage) as OPERATION.
  • Click on APPLY.
  • Back on the main menu, click on WIDGETS.
  • Click on HISTOGRAM.
  • Select sum_total_damage.
  • Click on CONTINUE.


Clustering

  • Click on counties layer.
  • Click on ANALYSIS.
  • Select Detect outliers and clusters analysis.
  • Click on ADD ANALYSIS.
  • Select sum_total_damage as TARGET COLUMN and leave the rest of parameters with the default values.
  • Click on APPLY.
  • Back on the main menu, click on WIDGETS.
  • Select quads.
  • Click on CONTINUE.


2.3. Result