ArcGIS Business Analyst Blog

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Esri Contributor
2 0 73
Esri Contributor

Please see the latest ArcGIS Business Analyst Pro features released and upcoming features for ArcMap equivalency. 

Geo-Processing Tools

 

Released

Near to mid- term

Long-term

Analysis

-        Enrich layer (formerly Spatial Overlay)

-        Desire Lines

-        Assign Customers by Distance (formerly Assign by Closest Store Location)

 

-        Customer Profiling

-        Customer Prospecting by Demographic Data

-        Customer Prospecting by PCA

-        Find Similar

-        Mean Store Center

Customer Setup Most of the functionality in this toolset is covered by Geocoding and Core Mapping functionality

 

 

Assign Customers by ID

-       Create a Customer Layer with Address Data (in ArcGIS Pro)

-       Create an Empty Customer Layer (in ArcGIS Pro)

-     Setup Customers using Existing Data, Tabular Data, XY Data (in ArcGIS Pro)

 

-       Assign by Trade Area

Modeling

 

 

-       Huff Model calibration (formerly called Advanced Huff Model)

-       Huff model Calibration by Real Data

-       Original Huff Model

 

Reports

 

 

-       Summary Reports includes Batch Reports, Export Reports (formerly Quick Reports)

-       Map series (in Core Pro. Formerly Core Mapping and arcpy.mp include Map Layout Report, Map Series Report)

 

-       Locator Report

Average Drive Time Report

Benchmark Report

Business Points Reports

Customer Demographic Comparison Report

Customer Geographic Summary Report

Distance Decay Report

Market Ranking Report

Summarize Points Report

Wind Rose Report

Segmentation Analysis

 

 

Target Marketing includes:

-       Target Penetration Map (formerly Segmentation Penetration Map)

-       Target Map

-       Market potential and report

-       Target group map in Target Marketing (Formerly Game Plan Map)

-       Market area gap analysis and report

 

 

 

 

 

Target Marketing reports:

-       Core and Dev Segments Segmentation Report

-       Customer Demographic Profile Report

-       Market Potential Volume Report

-       Match Level Summary Report

-       MRI Segmentation Report

-       MRI Understanding Market Report

-       Profile Segmentation Report

-       Profile Volume Segmentation Report

 

Segmentation Profiles

 

 

-        Market Area profile (formerly Create Profile by Area Summation)

-        Create Profile by Customer Layer

-        Import Segmentation Profile (formerly Create Profile by Import from Table)

-        Create Target Group

-        Survey Profile

 

 

Store Setup Most of the functionality in this toolset is covered by Geocoding and Core Mapping functionality

 

 

-        in ArcGIS Pro

o   Create a Store Layer with Address Data

o   Create an Empty Store Layer

o   Setup Store using Existing Data, Tabuler Data, XY Data

 

 

Thematic Mapping Most of the functionality in this toolset is covered by Core Mapping capabilities

 

 

Symbology

 

 

Trade Areas

 

 

-        Create Trade Area from Geography Levels, Online Geography Levels, Sub-geography layer, generate trade area from overlay

-        Customer Derived Areas

-        Threshold Rings (rings, drive times)

-        Static Rings

-        Market Penetration

-        Measure Cannibalization

-        Drive Time Trade Area

-        Generate Customer Derived Trade Areas

-        Remove trade Area Overlap

-         

-       Data Driven Rings

-       Threshold Data Driven Ring

-       Dissolve by Attribute Range

-       Huff's Equal Probability Trade Areas

-       Monitor Trade Area Change

 

Territory Design

 

 

Import Territories from Database

Create Territory Solution includes the following:

-       Create Territories

-       Setup Territory Extent by Current Selection

-       Territory Design Build Network Index

Import Territory Solution

Export Boundaries and Variables (includes Export Data and Territories

Solve Territories includes the following:

-       Balance Territories

Add Level Variables (formerly Add Territory Level)

Set Balance Variables (formerly Setup Level Balancing Variables)

Set Territory Attribute Constraints (formerly Setup Level Capacity Constraints)

Set Territory Distance Parameters (formerly Setup Level Distance Constraints)

Add Territory Barriers (formerly Setup Level Territory Shape Parameters, Setup Solution Barriers, Setup Solution Restricted Areas)

Generate Territory Report (formerly Create Territory Report)

-        Compare Territory Solutions

-        Create Detailed Territory Report

-        External index for territory design

-       Import Variables by Attribute Join

-       Import Variables by Spatial Join

 

 

Non-Geoprocessing functions

 

Released

Near to mid-term

Long-term

Business Listings

Evaluate Site

Color Coded Maps

Custom Data

Color Coded maps ribbon

Dynamic Ring Analysis

Smart Map Search

Address Coder

Report Authoring

Preferences

Analysis Extent

Territory Design

-       Resolve Overlapped Territories

-       Information Views (Statistics, Data, Hierarchy, Charts)

-       Unassigned Territories

-       Drag and Drop Territories

-       Reassign View with "What-If" data

 

 

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Esri Contributor
2 0 65
Esri Contributor

Starting August 27, 2020, the 2020 U.S. Data Update for ArcGIS Business Analyst Desktop and ArcGIS Business Analyst Enterprise will be available for download via MyEsri.

Key highlights of the data include:

  • Updated Historical Time Series for Population, Households, and Housing Units expanded from 2010-2018 to 2010-2019 in Esri’s 2020 Time Series
  • New data: Labor Force by Age, which includes estimates of civilian labor force, employed, unemployed, and unemployment rate by age. Please see a new learn lesson that explains how to use and interpret Esri’s US Civilian Labor Force Data.
  • New report: Civilian Labor Force Profile
  • New data collection: Employment and Unemployment
  • Adjustments for COVID-19 reflected in Net Worth, Employment/Unemployment, Home Value, Income, and Tenure.

For additional details on download instructions and others, please refer to this blog: https://www.esri.com/arcgis-blog/products/bus-analyst/announcements/2020-u-s-data-update-for-arcgis-...

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Occasional Contributor III

With the range of powerful mapping, analytics, reporting, and sharing capabilities available in Business Analyst Web App, organizations typically have a wide variety of users including decision makers, analysts, and GIS experts. While the broad access to Business Analyst across your organization increases its value, it also presents the challenge of offering the tailored application experience according to end user needs.

This blog introduces ArcGIS administrators to Business Analyst Web App customization and helps them learn how to tailor the Business Analyst Web experience for their organization and end user needs.

Available only to administrators, organization preferences in the Business Analyst Web App empowers administrators to setup and customize the application in 4 easy steps for all Business Analysts Web users in the organization.

Step 1: Create and Assign Roles in ArcGIS

Start with understanding who in your organization are the users for Business Analyst Web and what their job functions are. They could be a combination of decision makers, analysts, GIS experts, and more. For example, in retail companies, they could be acquisition managers, market researchers, and business intelligence analysts.

Depending on the type of user, you can determine the kind of privileges as well as the ArcGIS role they would need to use Business Analyst Web App most effectively. Use the default ArcGIS roles (e.g. Publisher) or create custom roles (e.g. Market Researcher) and assign each user a specific role. For example, by default “Publisher” and “Administrator” role members get access to all Business Analyst Web capabilities. Using the organizational preferences, you can choose to customize what is available to members in these default roles or you can choose to customize the application for a custom role.

Make sure to configure Business Analyst Web licenses as well for all users planning to use Business Analyst Web.

Step 2: Modify Application Theme to Align with Your Organization’s Branding

Use the App Theme preference to customize the look of the application the way you want. Add your own logo, change the app title, and apply a theme color of your choice. You can also simply choose to use the ArcGIS organization name, theme color, and logo that is used for other ArcGIS Apps in your organization.

Step 3: Customize Application Interface

Using the App Customization preference, you can disable and enable different workflows in the application by various pre-defined and custom roles in ArcGIS. For example, let’s say you have two custom roles in ArcGIS . Users in the first custom role are acquisition managers who primarily view maps, create sites, and run reports in the Business Analyst Web App. Users in the second custom role are market researchers who run analysis as well as create and setup custom data and report templates so others in the organization can use them. To simplify the web app experience for the acquisition manager users, you can enable only the mapping, site creation, and report running workflows and hide all other workflows. Similarly, for market research users, you can keep all the workflows or enable only the Suitability Analysis, Custom Data Setup and Build workflows for Reports and Infographics and hide other workflows.

This preference also allows you to preview the settings for each role as well as use optional preset configurations.

Step 4: Setup Reports and Infographics and Default Site Attributes

You can leverage the Reports and Infographics preference and the Project Attributes preference to further configure the application:

a) Customize the classic reports and infographics available in the application by various ArcGIS roles. If some users in your organization do not need access to all reports or infographics, you can simplify and improve their experience by keeping only the reports they need. This customization also helps optimize your organization’s credit usage by enabling only the reports and infographics that your organization needs.

b) By default, any new project includes Building area, Site area, Frontage, and Parking as site attributes. If your organization uses a different set of attributes (e.g. Rent, Traffic, Visibility), they would need to be changed every time a new project is created.  Using the Project Attributes organizational preference, you can define site attributes that will be used automatically for all new projects.

Whatever the user need, or the organization need, Business Analyst empowers administrators with easy and effective customization capabilities to help them maximize the impact of the application in their organization.

Interested in learning more? Check out the Business Analyst help documentation.

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Occasional Contributor III

The next update of Business Analyst Web App is planned for late Q2 2018 prior to Esri users conference. Here are the key highlights of what’s planned for this release:

Access 2018/2023 U.S. Demographics and Global Data Updates

  • 2018/2023 estimates and projections for U.S. demographics
  • 2018 daytime population, consumer spending, market potential, Tapestry segmentation, business locations, shopping centers, traffic counts and more
  • 2012-2016 American Community Survey (ACS) Demographics
  • Michael-Bauer Research data updates for 30+ countries primarily in Europe

Summarize Nearby Locations

Which restaurants are within a mile of a new proposed sandwich location? What intersections around my site have high traffic counts? Which coffee shops within 10 minutes from a location get a lot of customers? Answer questions like these and more using the new Nearby capability in Reports and Infographics.

Simply select a location and run the new Nearby Restaurants infographics template to understand the market landscape for restaurants in your target area. You can also easily customize it by using the Nearby option when building infographics or reports and summarize locations around a site using the data included with BA Web such as businesses, shopping centers, or traffic counts or using your own point locations layer (e.g. crime locations). Choose specific businesses (e.g. pizza places or burger joints), select attributes (e.g. sales, number of employees), and include distance and direction from your site to create a summary table and a map showing the nearby locations.

Use Filtering to Show Locations that Meet Your Criteria

Apply attribute-based filters and limit the locations shown in your sites or ArcGIS layers. For example, let’s say you bring in a crime layer from ArcGIS Online and you only want to show arson fires that occurred within the last month. By filtering the crime layer based on crime type and time, you can show patterns of where recent arsons occurred and help your police department prevent future arson attempts.  Or perhaps you have site locations across the US and only want to show stores located in California, or that have store area above 5,000 sq. ft. You will be able to use the Filter by Attributes option to get a subset of those filtered locations.

Compare Sites with Geographies in One Click

How do key demographic facts for a 1-mile ring around 380 New York St., Redlands compare to the geographies where the ring is located, i.e. zip code: 92373, county: San Bernardino and state: California? Get the results in one click using the new Geography Comparison template.

Get a New Tapestry Poster Style Infographics

Like the Esri Tapestry poster? Now get your infographics in a Tapestry poster style look and feel using the new Tapestry Profile template. Understand Tapestry LifeMode groups, Tapestry segments, age profile, education and more for any U.S. locations.

Easily Categorize and Browse Your Own Data

Using your own data, as well as data gathered from public agencies and third-party vendors is a critical part of your market analysis. For example, store sales, number of customers, crime records, economic indicators, and regional demographic data provided by vendors in your country. Often these datasets have a large number of variables and categories similar to Esri Demographics data. Using the custom data setup workflow, you have already been able to bring in and use such data in BA Web. With the next release, you will be able to create your own data categories and sub-categories to display in the Data Browser and assign them with custom icons.  You can then distribute variables from your data and organize in those custom categories;  essentially creating your own data browsing experience similar to the experience available for Esri Demographics data.

Stay tuned for the release!

Please note that all planned updates are subject to change without notice. A comprehensive list of implemented updates will be provided in a post-release What’s New blog.

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Occasional Contributor III

The April update of Business Analyst Web App is here! This update brings several enhancements including the new options for using competitive layers in Suitability Analysis, more streamlined experience with ArcGIS Online for finding and adding ArcGIS content, and improvements for the Build Infographics and New Comparison Reports workflows.

Here are the highlights:

 

Use New Options for Competitor Locations in Suitability Analysis

Optimize suitability analysis with improved competitive landscape input around your sites. Select from these options when choosing how the competitor layer contributes to the analysis:

  • Count of points allows you to use the number of competitors that fall within your sites.
  • Summarize layer attribute allows you to choose any attribute from the point layer e.g. use the sum of the sales volume values of all the competitors that fall within your sites.
  • Distance to nearest point allows you to use the distance of the nearest competitor from your site.

Compare Locations Visually and Interactively

Create and organize custom comparison reports more easily. Use a good performing location as a benchmark to evaluate other locations against it. Create multi-variable charts and more informative visualizations in just a few clicks. Learn more.

Add ArcGIS Content More Efficiently

Easily find and add content from ArcGIS Online including the maps and layers you own, from groups, organization, and Living Atlas, as well as publicly available. Use various filtering, sorting, and search options and get a content browsing experience consistent with what it is in ArcGIS Online. Learn more.

You will also notice that the More Maps button is replaced by a Basemaps icon to provide an easier way for changing basemaps. The experience of adding data from ArcGIS Online will continue to be available from the Add Data menu along with other options for bringing data in the BA Web App.

Create Custom Variables from Your Own Data

Calculate derived variables from your own data variables which are brought in using the Custom Data Setup workflow. For example, let’s say you have quarterly sales variables (e.g. Q1 sales, Q2 sales) added in BA Web as custom data. You will be able to create a custom variable by adding Q1 and Q2 sales to determine the sales for the first half of the year or by subtracting Q2 sales from Q1 to determine quarterly sales change.

Use More Customization Options in Infographics

  • Create custom age pyramids. For example, use the Population by Age distribution variables for France and create an age pyramid to understand male and female population distribution by age in one view.

  • Create charts using negative values. For example, easily visualize demand and supply using positive and negative values respectively for them.
  • Use text attributes from your own data in reports and infographics. For example, include the text-based parcel land use information in custom reports and infographics and put it together with numerical data (e.g. demographics) aggregated for your sites.
  • Set up minimum and maximum range values for gauge charts
  • Export and save drill-down panels as images

Global Data Updates

This release includes data updates for several countries. Learn more on the Esri Demographics page.

  • Michael-Bauer Research data update to 2017 vintage for Western European countries including Belgium, Denmark, France, Germany, Netherlands, Spain, UK, and more and to 2016 vintage for Oceania, Caribbean, North Africa, and Sub-Sahara African countries.
  • Germany—The Advanced dataset from Nexiga was updated to include four additional data variables: Total Births, Total Deceased, Total Male Population, and Total Female Population.
  • Japan—The Advanced dataset from Esri Japan was updated to include 2015 Census and Income and 2016 Spending and Savings data and more.

Login and start using the latest Business Analyst Web App today.

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Occasional Contributor III

Imagine as an insurance company, you have claim assessors doing damage assessment and information gathering in the field. While understanding key demographic facts around the damaged locations such as average home values, percentage housing units owned and rented, and spending helps estimate the amount of claim reimbursement, your claim management office needs to have correct and specific information on the type of damage, construction type, damaged area, pictures of damaged structure, estimated damage amount and much more.

Seamless collaboration using the Business Analyst Web and Mobile Apps helps address such challenges – not only for the insurance companies but also for the healthcare providers, commercial real estate agents, retail market planners, public safety managers, economic developers, and more.

Here is how:

Set Up a Project with the Attributes and Validations You Need

In the Business Analyst Web App, create a project with the information you need claim assessors to gather. For example, add Type of Damage as a text attribute and define the values possible for them such as Minor, Major, and Complete Loss. Add Damaged Area as a numeric attribute and define the minimum and maximum range for it such as 100 sq. ft. to 10,000 sq. ft. for the residential property assessors. And so on. This helps your organization enforce data integrity on the gathered information and reduce time on preparing data for any analysis afterwards.

Share the Project with Field Users

Click the Share button, select users who are claim assessors, and add them to the project.

You can add individual users or the whole organization to the project and collaborate more easily and efficiently.

Efficiently Gather Information on the Go

Using the Business Analyst Mobile App, claim assessors can access and work in the shared project in the field. When visiting a damaged property, they can add a pin at the location, create a study area around it, and start entering damage information.

Preset validations on the attribute fields help make the information gathering process more efficient, enforce data integrity and collect better-quality data.

Access Market Snapshot for Additional Context

Assessors can get contextual demographic information about the property location as well such as number of people living in the area, what’s the median household income, average home values, consumer spending, and more. This information helps them do better estimates on claim amounts. For example, value of a completely damaged property or value of major damaged household items.

Instead of discovering information and accomplishments in weeks, mobile collaboration provides instant feedback and helps everyone move forward quickly. Need to learn more? Get started here.

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New Contributor III

Using your own data is a critical part of your market analysis. You often have organizational information such as:

  • Business performance data, for example, sales and number of customers
  • Data gathered from public agencies, for example, crime records, public health statistics and economic indicators
  • Data sourced from third party vendors, for example, statistical data from local vendors in your country (e.g. additional demographic data)

Business Analyst Web App provides the ability to configure these type of custom data so you can aggregate them for your specific study area (i.e. 15 minutes drive time area or a custom geography).  This data can then be compared to other data provided in Business Analyst so you can find relationships and patterns with your own data and demographics in the study area.

Using the Custom Data Setup workflow, you can use your own organizational data the same way you use Esri Demographics data in the mapping, analytics, infographics, and reporting workflows in the Business Analyst Web App.

The setup allows you to select an ArcGIS feature layer with your data and configure the layer so you can map and aggregate variables just like Esri’s demographics data.

Imagine you run a chain of coffee shops and you have coffee sales data summarized by zip codes. You want to find zip codes with low sales and high population growth to identify areas where there is potential to grow your business. By using Smart Map Search on the coffee sales data along with the population growth data, you can easily find such zip codes and plan a targeted marketing campaign to help grow business.

Or let’s say you work for a city, you have crime records data by Census Tracts, and you want to understand the correlation of crime statistics with demographics, identify areas with high population of children and senior citizens, and provide reports to help prioritize services in the most vulnerable areas. You can simply use the crime records data along with Esri’s population by age, key population, income, and household variables and create a beautiful and engaging infographics to present these key indicators.

Another scenario will be, in case you are working on a global project and want to compare two target areas in Berlin, Germany for urban development. You need to provide market analysis reports to the city planners that help them understand urban density along with demographics. They prefer the data source for the urban density measure from a local data vendor (e.g. ACME data). You can easily bring in and use that data in the Business Analyst Web App to provide analysis reports to city planners and compare key economic indicators of two cities side by side.

The following 3-steps provide an illustrated walk through on how you can use the custom data setup feature to configure your own data in Business Analyst.

In the Maps tab, use Add Data > Custom Data Setup to start this workflow to import your data

1. Browse for the organizational data in the ArcGIS portal or enter the layer’s URL. For example, a coffee sales data layer. The feature layer you select must support “query” and have at least one numeric field that you want to aggregate.

2. Set up how your data will be displayed and aggregated.

For example, Field category option gives you the flexibility to organize data variables in different folders. While, Apportionment Method defines how a variable is weighted to a portion of geography.

3. This is it! your data is set and readily available to be used within various workflows. Once you have finished setting up the custom dataset, the data can be used to create maps, reports and infographics just like Esri provided data.  The custom data can be accessed in the data browser under the “My Data” category.

For example, select a variable and see a color-coded map of coffee sales being created for you.

Optionally, you can share the custom data with the rest of your organization and help other users from repeating the set up process and can readily leverage the data in mapping, analysis, reports and infographics.

Thanks for stopping by! Watch & learn more about the Custom Data Setup on the help documentation.

http://doc.arcgis.com/en/business-analyst/web/custom-data-setup.htm

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