ArcMap

Create Profile by Customer Layer

Available with Business Analyst license.

Summary

Creates a segmentation profile with an existing customer layer.

Learn more about how Create Profile By Customer Layer (Business Analyst) works

Usage

  • The Customer Layer must be a point feature class.

  • In most cases, the Customer Layer will be a Business Analyst customer layer.

  • If your customer layer already has a segmentation code appended, the profile will be created significantly faster using the Create Profile From Segmentation Coded Table tool.

  • This tool uses a point-in-polygon approach to append a segmentation code to each customer. This tends to be much slower than appending the segmentation code when you are address geocoding your customer file. This tool should only be used with existing customer layers that do not have a segmentation code appended.

  • Choosing the lowest level of geography for the segmentation layer will provide the highest degree of accuracy. For example, in the United States, use block groups to create a profile of existing customer records.

Syntax

CreateSegProfileByLayer_ba (Dataset, SegmentationBase, SegmentationLayer, ProfileFolder, {InputVolumeInfoFieldName}, {InputProfileComments})
ParameterExplanationData Type
Dataset

The input feature class containing the points needed to generate the profile. In most cases, this will be a Business Analyst customer layer.

Feature Layer
SegmentationBase

Population or household base for the profile being created.

String
SegmentationLayer

Layer used to assign the segmentation code for each customer. A point-in-polygon procedure is used with this layer to determine how to assign a segmentation code to each customer.

Feature Layer
ProfileFolder

The folder where the output profile will be created. The folder name corresponds to the name of the profile used in Business Analyst. For example, a profile created in the folder C:\My Output Data\Projects\Default Project\Segmentation\Profiles\NewProfile would be referred to as NewProfile in Business Analyst.

Folder
InputVolumeInfoFieldName
(Optional)

Field containing volume information with which the profile can optionally be created. For example, you can create a profile using the sales for each customer.

Field
InputProfileComments
(Optional)

Optional comments for profile. These comments can include information such as author, source, date, and vintage.

String

Code sample

CreateSegProfileByLayer example (stand-alone script)

# Name: CreateSegProfileByLayer.py
# Description:  Creates a customer based segmentation profile using sample customers from the San Fransisco area.
# 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 Create Profile by Customer Layer tool
  Dataset = "C:/temp/sf_cust.shp"
  SegmentationBase = "Total Adult Population"
  SegmentationLayer = "US.BDS.BlockGroups"
  ProfileFolder = "C:/temp/NewProfile1/profile.xml"
 
# Create Profile by Customer Layer
  arcpy.CreateSegProfileByLayer_ba(Dataset, SegmentationBase, SegmentationLayer, ProfileFolder)
 
# 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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