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

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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

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From the Help Desk: Using the Advanced Business Search

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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

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

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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).
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Behind the Scenes: Setting up the SimplyAnalytics Booth

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Hi everybody! This week we wanted to bring you something unique, so we’re taking you behind the scenes to show you what goes in to setting up the SimplyAnalytics conference booth you’ve come to know and enjoy for the past few years. Let’s get into it now!

First, we need to ensure that our booth arrived intact during shipping – did you know that altogether, our booth weighs over 450 pounds?! The two pictures below represent our typical initial inspection to make sure everything arrived ok.

The assembly process requires about 3 hours, ideally with 2 people.

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From the Help Desk – Analyzing all States at Once

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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

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From the Help Desk – Legend Classification Methods

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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:

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Update! Quick Reports are now a Default View

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Hello readers! Today we have a brief update for you on what’s new in SimplyAnalytics. Since the release of the Quick Report feature a few months ago, we have been asked to make this report more easily accessible. You asked, we delivered!

Quick Reports are now a default view in SimplyAnalytics. The report will be automatically generated for you when you create a project. See the image below to see what we mean.

In addition to being a default view, you can now export these quick reports via email.

That’s all for today – we’ll keep the community updated routinely on any new features, functionality or tweaks to the UI. Let us know what you think.

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

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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?

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SimplyAnalytics exhibiting at the NCLA Biennial Conference Oct 15-18

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SimplyAnalytics will be exhibiting at the biennial North Carolina Library Association conference, to be held this year at the Winston-Salem Benton Convention Center. If you are attending, stop by Table 510 to say hello and learn more about this valuable NC LIVE resource, which is available to all North Carolinians through their local public library, community college, independent college and university.


Exhibit Hall Hours

Wednesday, October 16th: 11:30am-6:30pm

Thursday, October 17th: 9:00am-5:30pm

Friday, October 18th: 8:00-11:30am

 

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