ArcMap

Core and Developmental Segments Segmentation Report

Available with Business Analyst license.

Summary

Displays core and developmental segments in a table with customer count and percent, market area count and percent, and index.

Usage

  • To best determine what your index and percent composition threshold values should be, analyze the output from the Profile Segmentation Report.

  • In most cases, the Index Threshold parameter value should be set to at least 100.

  • The Percent Threshold parameter should be set so you have at least three segments in the core target group. Often, there will be a natural break in the percent composition values.

  • Usually, the Target Group parameter value is based on customer records.

  • The Base Segmentation Profile parameter can be generated using the Create Profile By Area Summation tool.

  • If you are unclear about what to use as the Base Segmentation Profile, you can use the whole United States.

  • The Base Segmentation Profile can be generated using total adult population or total households.

  • Total adult population includes individuals 18 years old or older.

  • You can create a Game Plan Chart to help you in the selection of your core and developmental segments.

Syntax

CoreDevelopmentalSegments_ba (BaseProfile, TargetProfile, SegmentMethod, OutputDirectoryParameterName, {IndexThreshold}, {PenetrationThreshold}, {TargetGroup}, {CoreTarget}, {DevelopmentalTarget}, {TitleParameterName}, {ReportFormats})
ParameterExplanationData Type
BaseProfile

The base profile used in the calculation of the index. This profile is usually based on the geographic extent of your customers.

Folder
TargetProfile

The target profile that will be compared to the base profile. Typically, this is based on your customers and is generated using the Segmentation Profile tools.

Folder
SegmentMethod

Select the method to determine how your segments will be assigned to the Core and Developmental categories.

  • Use Threshold Values —This option allows Business Analyst to define how your Core and Developmental segments are assigned based on the thresholds set here.
  • Use Target Group —This option allows you to predefine what segments are classified as either Core or Developmental. To use this option, you must first create custom target groups with these assignments.
String
OutputDirectoryParameterName

The output directory that will contain the report.

Folder
IndexThreshold
(Optional)

The value used to determine the threshold index of your analysis.

Double
PenetrationThreshold
(Optional)

Defines the percentage of customers that meets or exceeds the percent composition threshold.

Double
TargetGroup
(Optional)

The predefined Target Group that contains your Core and Developmental segments.

String
CoreTarget
(Optional)

The Core Target group. Core targets should be defined as the segments that make up a good percentage of your customer base. To use this option, you must first create custom target groups with these assignments.

String
DevelopmentalTarget
(Optional)

The Developmental Target group. Developmental targets should be defined as the segments that make up a good percentage of your customer base but don't index as well as your Core segments. To use this option, you must first create custom target groups with these assignments.

String
TitleParameterName
(Optional)

Title for the report.

String
ReportFormats
(Optional)

Select the desired report output format

  • Simple XML
  • PDF
  • HTML
  • CSV
  • ZIP
  • XLSX
  • Stripped XLSX
String

Code sample

CoreDevelopmentalSegments example (stand-alone script)

# Name: CoreDevelopmentalSegments.py
# Description: Creates a Core and Developmental report using a target profile based on customers from the San Francisco tutorial data and using the US total households as the base profile.
# Author: Esri

# Import system modules
import arcview
import arcpy

arcpy.ImportToolbox(r"C:\Program Files (x86)\ArcGIS\Desktop10.7\Business Analyst\ArcToolbox\Toolboxes\Business Analyst Tools.tbx")
 
try:
# Acquire extension license 
  arcpy.CheckOutExtension("Business")
 
# Define input and output parameters for the Core and Developmental Segments Report tool
  BaseSeg = "C:/My Output Data/Projects/Test/Segmentation/Profiles/Profile_Base/Profile.xml"
  TargetSeg = "C:/My Output Data/Projects/Test/Segmentation/Profiles/Profile_Target/Profile.xml"
  OutPath = "C:/temp/Output_Segmentation"
 
# Create Core and Developmental Segments Report    
  arcpy.CoreDevelopmentalSegments_ba(BaseSeg, TargetSeg, "110", "4", OutPath)
 
# Release extension license 
  arcpy.CheckInExtension("Business") 
 
except:
  print arcpy.GetMessages(2)

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

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