Customer Derived Trade Areas

Available with Business Analyst license.

Summary

Creates trade areas around stores based on the number of customers or volume attribute of each customer.

Learn more about how Customer Derived Trade Areas works

Illustration

Usage

• The spatial reference of the output feature class will be the same as the store layer.

• The store layer and customer layer must both be point features.

• In most cases, the store layer area input feature layer will be a Business Analyst store layer.

• Valid numeric values must be used when defining customer-derived trade area values. Negative values cannot be used.

• Selecting ALL in the Sites To Use parameter will create a trade area for each point feature in the store layer.

• Donut rings create output polygons that are bands.

• Using the centroid of the store's customers as a center for a trade area can be helpful when the store is located outside the customer area and you want to see customer trade areas that show customer concentration around their center point.

• In ArcMap, trade areas will only be created for features that are within the active study area or analysis extent.

Syntax

CustomerDerivedTA_ba (AnalysisType, InputFeatureLayer, IDField, All_Or_Single_Or_Selected, CustomerLayer, LinkField, CustomerWeightField, RingsCollection, OutputFeatureClass, {ByID_Or_ByName}, {Single_Site}, {UseSelectedFeatures}, {ExcludeOutlyingCustomers}, {CutoffDistance}, {MeasureUnits}, {Donut}, {UseCentroids})

Parameter	Explanation	Data Type
AnalysisType	The type of customer-derived trade area to be generated. SIMPLE —Generalized, overlapped trade areas. AMOEBA —Detailed trade areas that take into account all your customer points and join extreme points using elliptical arcs. DETAILED —Complex trade areas that take into account all your customer points and join extreme points using straight lines. DETAILED WITH SMOOTHING —Detailed trade areas that take into account all your customer points and join extreme points with a smoothed curve using cubic splines. This is the recommended approach, because it takes into account the shape and pattern of the customer distributions.	String
InputFeatureLayer	The input feature class containing center points for the trade areas. In most cases, this will be a Business Analyst store layer.	Feature Layer
IDField	Unique ID field in the trade area center (store) layer.	String
All_Or_Single_Or_Selected	The points in the input feature layer used to create trade areas. All —Creates trade areas for all points. Single —Creates trade areas for a single point. Selected —Creates trade areas for all selected points in ArcMap.	String
CustomerLayer	The input feature class containing the points and attributes needed to generate the trade areas. In most cases, this will be a Business Analyst customer layer.	Feature Layer
LinkField	The ID that identifies the store associated with each customer.	Field
CustomerWeightField	The field used to calculate the trade areas. This is based on either the number of customers (count) or the calculated weighted value assigned to each customer.	Field
RingsCollection [RingsCollection,...]	The percentage of customers (or weights) used to create customer-derived trade areas around the stores. For example, you can create customer-derived trade areas that represent 40, 60, or 80 percent of your customers for each store.	Double
OutputFeatureClass	The feature class that will contain the customer-derived trade area features.	Feature Class
ByID_Or_ByName (Optional)	Field used to select a single point. ID —Selects a single point using the store ID field. Name —Selects a single point using the store name field.	String
Single_Site (Optional)	ID or name of store to be used as the single point.	String
UseSelectedFeatures (Optional)	The store features used to generate customer-derived trade areas. TRUE —Generates customer-derived trade areas on selected features FALSE —Generates customer-derived trade areas on all features. This is the default.	Boolean
ExcludeOutlyingCustomers (Optional)	Identifes the customers used in the trade area calculation beyond a specified distance. TRUE —Excludes outlying customers. FALSE —Includes all customers. This is the default.	Boolean
CutoffDistance (Optional)	The numeric distance used to determine how far to include customers from each store in the percentage calculations for each trade area.	Double
MeasureUnits (Optional)	The units used with the distance values. By default, the units defined in the Business Analyst preferences will be selected. Decimal Degrees Feet Kilometers Meters Miles Nautical Miles Yards	String
Donut (Optional)	Creates nonoverlapping concentric rings, or donut bands. TRUE —Creates output polygons that are donut rings. For example, if three radii (1, 2, and 3 miles) are entered, three output bands would be created with 0–1-, 1–3-, and 3–5-mile rings. This is the default. FALSE —Creates concentric rings.	Boolean
UseCentroids (Optional)	Locates the center of your customer area and calculates trade areas outward from this center point. TRUE —Uses centroid of customers to calculate trade areas. FALSE —Uses store centroid to calculate trade areas. This is the default.	Boolean

Code sample

CustomerDerivedTradeAreas example (stand-alone script)

# Name: CustomerDerivedTA.py
# Description: Creates simple polygon based trade areas around San Francisco-based stores based on sales associated with customer data.
# Author: Esri

# Import system modules
import arcview
import arcpy

arcpy.ImportToolbox(r"C:\Program Files (x86)\ArcGIS\Desktop10.6\Business Analyst\ArcToolbox\Toolboxes\Business Analyst Tools.tbx")
 
# Acquire extension license 
arcpy.CheckOutExtension("Business")
 
# Define input and output parameters for the Customer Derived Trade Areas tool
AnalysisType = "DETAILED WITH SMOOTHING"
InputFeatureLayer = "C:/temp/sf_stores.shp"
IDField = "STORE_ID"
All_Or_Single_Or_Selected = "ALL"
CustomerLayer = "C:/temp/sf_cust.shp"
LinkField = "STORE_ID" 
CustomerWeightField = "SALES"
RingsCollection = "40;60;80"
OutputFeatureClass = "C:/temp/RingOutput.shp"
  
#Optional parameters omitted from the function call:
ByID_Or_ByName = "", 
Single_Site = "", 
UseSelectedFeatures = "false", 
ExcludeOutlyingCustomers = "false", 
CutoffDistance = "", 
MeasureUnits = "Miles", 
Donut = "false",
UseCentroids = "false"
 
# Create detailed customer derived trade areas
arcpy.CustomerDerivedTA_ba(AnalysisType,  
						InputFeatureLayer,
						IDField,
						All_Or_Single_Or_Selected,
						CustomerLayer,
						LinkField,
						CustomerWeightField,
						RingsCollection,
						OutputFeatureClass)
 
# Release extension license 
arcpy.CheckInExtension("Business")

Environments

This tool does not use any geoprocessing environments.

Licensing information

• ArcGIS Desktop Basic: Requires Business Analyst
• ArcGIS Desktop Standard: Requires Business Analyst
• ArcGIS Desktop Advanced: Requires Business Analyst