ArcMap

Tapestry Profile with Volume

Available with Business Analyst license.

Summary

Tool shows the tapestry segments and summary groups that most accurately reflect customer records and compares customer profiles to the tapestry profile of your base geography based on households or adult population and volume (sales).

Learn more about how Profile Volume Segmentation Report works

Usage

  • Usually, the target profile is based on customer records.

  • If you want to use volumetric data instead of the distribution of customers in each segment, you must create the profile with volume information.

  • The base segmentation profile can be generated using the Create Profile by Area Summation tool.

  • Customers in the target profile should be wholly contained within the base profile.

  • If you are unclear what to use as the base profile, you can use the whole United States.

  • The segmentation base can be generated using total adult population or total households.

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

  • By default, percent penetration is calculated by dividing the target total for each segment by the base total and multiplying by 100. You can change the base multiplier to 1,000 by adjusting this value in on the Analysis tab by clicking Business Analyst > Preferences.

Syntax

TapestryProfileVolume_ba (BaseProfile, TargetProfile, VolumeType, {SelectedBaseProfileResult}, {SelectedTargetProfileResult}, {SortEnable}, {FieldsSort}, {SortWay}, {TitleParameterName}, OutputDirectoryParameterName, {ReportFormats})
ParameterExplanationData Type
BaseProfile

The base profile used in the calculation of the index and percent penetration. 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
VolumeType

Will modify explanation text and formatting of the volume information of the report to reflect your selection.

  • sales dollars —Displays the volumetric data in the report as currency with no decimal places and references this data as sales dollars in the text of the report.
  • number of visits —Expresses the volumetric data in the report as whole numbers with no decimal places and references this data as number of visits in the text of the report.
  • dollars spent —Displays the volumetric data in the report as currency with two decimal places and references this data as dollars spent in the text of the report.
String
SelectedBaseProfileResult
(Optional)

Enter a new name of the base profile that will appear on your report.

String
SelectedTargetProfileResult
(Optional)

Enter a new name of the target profile that will appear on your report.

String
SortEnable
(Optional)

Provides options to sort the Customer Tapestry Profile Segmentation report.

  • TRUE —Allows user-defined sorting.
  • FALSE —Does not allow user-defined sorting and defaults to sorting the report by Percent Composition.
Boolean
FieldsSort
(Optional)

Select the method that will be used to sort the volumetric data in the Customer Tapestry Profile Report.

  • Number in Target Profile —Sorts report based on the total counts of the target profile by segment.
  • Percents of total target —Sorts report based on percent value of the total counts of the target profile by segment.
  • Number in Base Profile —Sorts report based on the total counts of the base profile by segment.
  • Percents of total base —Sorts report based on the percent value of the total counts of the base profile by segment.
  • Penetration Per 100 —Sorts report based on the penetration rate per 100 households or adults in the base profile.
  • Index —Sorts report based on Index value.
  • Total Volume —Sorts report based on the total volume.
  • Average Volume —Sorts report based on the average volume.
  • Volume Index —Sorts report based on the volume index.
String
SortWay
(Optional)

The sorting order of the sort field.

  • Ascending —Sorts the sort field from low to high value.
  • Descending —Sorts the sort field from high to low value.
String
TitleParameterName
(Optional)

Title for the report.

String
OutputDirectoryParameterName

The output directory that will contain the report.

Folder
ReportFormats
[ReportFormats,...]
(Optional)

Select the desired report output format.

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

Code sample

TapestryProfileVolume example (stand-alone script)

# Name: TapestryProfileVolume.py
# Description: Creates a segmentation report on selected profiles.
# 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 Customer Tapestry Profile Segmentation Report tool
  BaseSeg = "C:/temp/Profile/Profile.xml"
  TargetSeg = "C:/temp/Profile1/Profile.xml"
  OutPath = "C:/temp/Output_Segmentation"
 
# Create Customer Tapestry Profile Segmentation Report
  arcpy.TapestryProfileVolume_ba(BaseSeg, TargetSeg, "sales dollars", 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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