ArcMap

Customer Profiling

Available with Business Analyst license.

Summary

Profiles demographic attributes of customer data based on a selected demographic or custom data layer.

Learn more about how Customer Profiling works

Usage

  • In ArcMap, analysis will only be completed on features that are within the active study area or analysis extent.

  • This tool creates a Demographic Query File that is used as an input to the Customer Prospecting by Demographic Data tool.

  • When defining the variance of the fields to profile, start with a high variance, for example, (+/-) 20 percent, to establish a general range and refine the variance further as needed.

  • Filling options allow you to define the upper and lower limits of the range of the demographic or data variables used to establish your customer profile.

  • Set your boundary layer to include the market to prospect.

Syntax

arcpy.ba.CustomerProfiling(CustomerLayer, InputBoundaryLayer, InputGeographyLevel, InputFieldsToProfile, InputProspectingFillingOptions, InputFillingVariance, OutputDMQFilePath, {UseSelectedFeatures})
ParameterExplanationData Type
CustomerLayer

The input feature layer containing customer points.

Feature Layer
InputBoundaryLayer

The input feature layer that determines the extent at which the analysis will query and return results from the geography level layer.

Feature Layer
InputGeographyLevel

The input feature class that contains the data to be used in the demographic query.

Feature Layer
InputFieldsToProfile
[InputFieldsToProfile,...]

The selected attributes (commonly demographic data) that will be used to define your profile from the geography level.

Field
InputProspectingFillingOptions

The value ranges for the fields to profile.

  • FLOOR_VALUE —The value range to be profiled will be set at this value or greater.
  • CEILING_VALUE —The value range to be profiled will be set at less than this value.
  • BOTH —The value range to be profiled will be set between the values set here.
String
InputFillingVariance

Sets the percentages by which the filling options will be read, for example, plus or minus 20 percent.

Double
OutputDMQFilePath

The output file that stores the defined parameters (the definition query).

This file is used as an input for the Customer Prospecting By Demographic Data tool.

String
UseSelectedFeatures
(Optional)

Defines which customers are used to generate the customer profile.

  • TRUE —Generates a customer profile on selected customers.
  • FALSE —Generates a customer profile on all customers. This is the default.
Boolean

Code sample

CustomerProfiling example (stand-alone script)

# Name: CustomerProfiling.py
# Description: Creates a profile of customers in San Francisco based on current year total households.
# Author: Esri

# Import system modules
import arcview
import arcpy

arcpy.ImportToolbox(r"C:\Program Files (x86)\ArcGIS\Desktop10.8\Business Analyst\ArcToolbox\Toolboxes\Business Analyst Tools.tbx")
 
try:
# Acquire extension license 
  arcpy.CheckOutExtension("Business")
 
# Define the parameters for the Customer Profiling tool
# Please note that your paths may be different.
  CustomerLayer = "C:/temp/sf_cust.shp"
  InputBoundaryLayer = "C:/temp/Boundary.shp"
  InputGeographyLevel = "C:/ArcGIS/Business Analyst/US_2022/Data/Demographic Data/BlockGroups_bg.bds"
  InputFieldsToProfile = "TOTHH_CY"
  InputProspectingFillingOptions = "BOTH"
  InputFillingVariance = "20"
  OutputDMQFilePath = "C:/temp/DMQ_output.dmq"
 
# Create Customer Profiling output file
  arcpy.CustomerProfiling_ba(CustomerLayer, 
	InputBoundaryLayer, 
	InputGeographyLevel, 
	InputFieldsToProfile,
	InputProspectingFillingOptions, 
	InputFillingVariance, 
	OutputDMQFilePath)
 
# Release extension license
arcpy.CheckInExtension("Business")

Environments

This tool does not use any geoprocessing environments.

Licensing information

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

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