From the Help Desk: How to Analyze all PRIZM Segments at Once

Hi everybody! We’re back this week with another question from our Help Desk. This time featuring SimplyAnalytics Canada. Let’s get started!

Question: How can I analyze all of the PRIZM5 segments for my target area so I can identify the most common segment? 

Note: For those unfamiliar with the PRIZM data, this dataset is a marketing segmentation system where households are grouped into one of 68 unique segments based on: demographics, lifestyles, consumer behaviour and settlement patterns in Canada. These segments help you understand what customers are buying, doing and thinking. This is ideal for target marketing, trade area analysis, merchandising and media planning.

Please give us an email if you would like a free trial to the PRIZM data – it is available for both SimplyAnalytics USA and SimplyAnalytics Canada.

Answer:  The quickest and easiest way to analyze many similar variables at once is to utilize the Related Data Table. The Related Data Table automatically adds in any similar variables to your chosen one. In this example, we’ll add one PRIZM segment, and the report will add all of them in. This can be used with any variable or dataset – give it a try!

Here’s how:

1.) Click on New View towards the top right, then create under Related Data Table

From the Help Desk: Using the Advanced Business Search

Hello readers! Today we are bringing you a new blog entry inspired by a recent Help Desk question. If you ever have any questions about SimplyAnalytics, please do not hesitate to reach out to us at: support@simplyanalytics.com – let’s get started!

Question: How do I search for only the largest businesses in my area?

Answer: The Advanced Business search in SimplyAnalytics enables users to run more advanced business queries. This example requires setting up a query to only show businesses that have more than 250 employees.

Note: To do this search, users will need access to the Premium D&B business file which allows you to search by additional fields of data

1. In your Businesses View, select the Businesses block towards the top-left.

2. Click on Use Advanced Search

3. Set the first dropdown in the panel to # of local employees

4. Enter 250 in the available box

5. Search

From the Help Desk: How do I analyze data for downtown?

Hello readers! We hope you’re having a wonderful week. Today we feature another entry from our From the Help Desk series. Let’s get started!

Question: How do I analyze data for downtown?

Answer: Use the combination location feature. The combination location feature enables users to combine locations of similar geographies to form one larger area. SimplyAnalytics will calculate all number, percent, and average data variables for the custom area. Here’s how to do that.

  1. Click on the Locations button (1), and select the Custom Locations heading (2). From there, select Create New Combination Location (3). Enter the name for your location in box 1 (4).

From the Help Desk – Analyzing all States at Once

Hello readers! This week’s “From the Help Desk” is short & sweet. Let’s get to it!

Question: How do I analyze all of the states at once in a report?

Answer: The Ranking Report allows you to analyze all of the smaller geographic units in one larger area. For example, all the states in the USA, all of the Census Tracts in a County, etc.

Ranking Reports are a default view in your project, so there are only a few steps required.

1. Open the Ranking Report from the list of Views on the right side of the SimplyAnalytics window

2. In your Ranking Report, set the location to be: USA

3. Set the appropriate dropdown to be: States

From the Help Desk – Legend Classification Methods

Hello readers! This week we provide an in-depth response to a question asking about the legend classification methods in SimplyAnalytics. This response is now part of our Help Center: https://simplyanalytics.zendesk.com/hc/en-us

Question: Can you explain the legend classification methods?

The classification method controls how the data in your map is grouped. Areas on the map are assigned to groups using different classification methods. The colors you see on the map depend on which class is assigned to each area.

There are multiple methods for calculating break points for the data. You can select any of the following from the Classification Method menu:

From the Help Desk – How Do I Generate a List of All Restaurants in my City?

Hello readers! It’s been a minute since our last tutorial post, but you can expect to see more content on a weekly basis moving forward. “From the Help Desk” is a new feature on the blog where we select a question sent to the Help Desk and share our response with the SimplyAnalytics community. Please send us your feedback and let us know if you like it – let’s get started!

Question: How do I generate a list of all the restaurants in my city?

Browsing for Data Variables: Category Search

Welcome readers! This week we’ll take a look at how to browse for data by category in SimplyAnalytics. Browsing by Category is the default way of browsing for data in SimplyAnalytics. It includes robust filtering capabilities to quickly find the specific data you are looking for from among the thousands of variables in the database.

Suppose we want to find the percentage of females who are employed in the healthcare industry.

First, select the broadest appropriate category – Jobs & Employment.

The top left of the panel displays how many variables are related to Jobs & Employment.

Feature Highlight – Jump to Path

Welcome readers! Today we have a quick feature highlight that will assist you in browsing and searching for data variables.

All data variables have a path where they reside within their datasets. For example, the data variable: % Education, College, Master’s or Doctorate Degree can be found at this dataset path: Census Data » People and Households » Education » Attainment.

Each » reflects a different folder and subfolder. In the above example, the Attainment folder is within the Education folder that is found under People and Households within the Census Data.

View Spotlight – Time Series Table

Welcome readers! This week we are excited to feature our newest view in SimplyAnalytics, the Time Series Table.

What is it?

The Time Series Table allows you to quickly pull all years available for a variable of your choosing. This allows you to easily identify trends over time.

Example

You want to track the trend of median household income across some target locations.

In your project, select New View towards the top-right of your screen and select Time Series Table.

View Spotlight: Related Data Table

Hello readers! Welcome to this week’s blog. This week we will feature the Related Data Table view and how you can use it to maximize your productivity in SimplyAnalytics.

What is it?

The Related Data Table View is designed to allow you to quickly add in many similar data variables at once. For example, if you add “% Households w/ Income $50,000 to $74,999” the report will also show all of the other income ranges as well.

Some other use cases: you want to quickly add in all life-stage data variables, or PRIZM psychographic segments, or all Language variables.

Example

Identify what the top PRIZM household segment is for a ZIP Code. The PRIZM Dataset is a marketing segmentation system that allows you to understand the demographic and lifestyle/consumer traits of any location in the United States. This data is very popular within marketing departments across many large companies, and we are happy to offer it as an add on module to your subscription.

(1) Select New View from the top-right of the interface 

(2) Click on the Create button under the Related Data Table section