Importing Custom Data

Transcription

1 Importing Custom Data ixpress Deep Dive Mellissa Saxman Training & Support July 18 th, 2018

2 webex Listen-only Questions submit at anytime during the presentation Use the Q&A or Chat feature in your WebEx interface questions answered at the end Technical difficulties? Session will be recorded

3 Importing Custom Data ixpress Deep Dive Mellissa Saxman Training & Support July 18 th, 2018

4 Agenda fr Introduction Objective Standard vs Custom Data Data Types Importing, Updating and Using an Extended Database Demonstration in ixpress Recap 4

5 objective de Youth Summer Sports Camp Better Idea of Customers and Market Marketing Efforts Summer Session 5

6 User Defined Variables and Thematic Mapping rfew 6

7 User Defined Variables and Thematic Maps de Current Campers Saturation/ Opportunities for Improvement Most popular camps Custom Data Custom and Standard Data Custom Data 7

8 Standard Vs Custom imported Data de Standard Data Data licensed through ixpress Data from U.S. or Canadian Population Censuses Demographic data estimated for the current (non-census) year or projected to future years Shopping centers Financial institutions Traffic Volumes Custom Data Data manually imported into the system Company's site information Client data and counts Address lists of contacts Sales Data 8

9 User-Defined Variables within ixpress de Standard Data Simple Variables Profile Entries Complex Formulas (UDV) Custom Imported Data Simple Variables Lifestyle Dimensions 9

10 Custom data - Camp counts rfew 10

11 data field types rfew Numeric Data Non-additive Numeric Data Text Data Unique Value Data Meaningfully aggregated between records Total counts of campers in a study area Cannot be meaningfully aggregated across records Sum of years in business in an area Names & Addresses Name of each camp Attribute for each record Numbers each record, text displayed in profile reports using dominant group. Most popular sport or type of camp 11

12 Field classifications rfew 12

13 three techniques For Analyzing your data de Extend an Installed ixpress database with your own data Attach your data to ixpress database Create a report template to combine data from both sources Import Records as Point Data Analyze geographic distribution of your data Create drive time, radii or polygon study areas, and target lists Create a Point Map from Your Database Table Import your points to create a "pushpin" map 13

14 three techniques For Analyzing your data rfew Select more than one option Create a point-level database Summarize data geographically Create map of locations Themed on count of campers per camp, summarized count of campers within each zip, plotted camps on map Best method depends on content of the data and purpose Combine methods to utilize strengths of each method together 14

15 Extending a Database de Custom Imported Data New Custom Database Profiles Existing Database (Standard Data) Existing Database (Standard Data) Targets Custom Imported Data New Custom Database Maps 15

16 Linking Geographical codes rfew Import process matches standard geographic codes If your data contains addresses, match records by ZIP codes If your data contains Block Groups, match records by Block Group codes 16

17 Advantages and Disadvantages de ZIP Codes Advantage: Addresses already contain ZIPs, no geocoding Disadvantage: Large, may not be consistent; less precise Only define areas using ZIP Code and higher Change boundaries often Block Groups Advantage: More detailed analysis define areas using all levels of geography Consistency Disadvantage: Requires additional geocoding step 17

18 Requirements to Extend a database rfew 18

19 Database extended rfew 19

20 Creating a Point Map rfew Geocoded points display as symbols on map Address lists Clients Contacts Business locations lists Store locations Competitor locations 20

21 Requirements to Create a Point Map rfew 21

22 Creating a point level database rfew Analyze geographic distribution of data Current campers within drive time around competitor camps Target market within drive time around current camps 22

23 Importing records as point data rfew Location-based data examples organizations use: Address lists Clients Contacts Business locations Bank branches Physicians offices Geographically indexed demographic data Census data Site information Client data and counts Sales Data 23

24 Geocoding great Transforming an address to a location used for mapping or spatial analysis Any address file can be geocoded A point level database must be geocoded Can be imported directly Limited geocoding For large data files, or incomplete address fields, geocoding software preferred 24

25 Requirements for Importing Records as Point data Field classifications 25

26 Combining the three techniques of analyzing custom data rfew 26

27 three techniques For Analyzing your own data recap de Extend an Installed ixpress database with your own data Using a key field (standard geography code) Attach your data to ixpress database Summary Level Database Import Records as Point Data Using a location field (lat/lon preferred) Analyze geographic distribution of your data Point Level Database Create a Point Map from Your Database Table Using a location field (lat/lon preferred) Import your points to create a "pushpin" map 27

28 Update an Imported Database rfew Time-sensitive Monthly cash balances or sales figures Weekly update of campers signed up by sport Convenient method to refresh database by reimporting on weekly basis without having to re-create Benefit of overcoming limit of columns common to many file formats Append several databases one after the other without limitation Append new data fields or Append Additional Variables Total Camper Spots Available 28

29 Using the Extended Database rfew New imported data category as well as original categories Can be used like any other database: Trade Areas based on custom fields Custom Geographies Custom profile reports that include custom data Target lists Thematic maps 29

30 Recap of objective Youth Summer Sports Camp Marketing Efforts Summer Session Better Idea of Customers and Market Created Thematic Maps Target Zip Codes Marketable Campers Current Campers Saturation/ Opportunities for Improvement Most popular camps Custom Data Custom and Standard Data Custom Data 30

31 community Knowledge base 31

32 Community Knowledge base Quickstarts and Tips& Tricks 32

33 Community Knowledge base FAQ 33

34 Community Knowledge base FAQ 34

35 Questions? 35