1. Create and Activate a New Workspace
Learn how to create and activate a new workspace to organize your work (perhaps by project, data vintage, or user).
Walk-Through (this will open ENVISION and require you to log in)
Create and Activate a New Workspace opens in new window
ENVISION Tutorials (step-by-step guides hosted here on our Community)
2. Create Areas (Based on Standard Geography)
Learn how to use a standard geography list to create an area to use as a benchmark or trade area. You can create a new area if you know the name or code of that geography.
Walk-Through (this will open ENVISION and require you to log in)
Create Areas (Based on Standard Geography) opens in new window
ENVISION Tutorials (step-by-step guides hosted here on our Community)
Creating Areas using Standard Geographies opens in new window
3. Import a List of Locations
Learn how to import a list of your locations (or branches, dealers, sites, offices, etc.) and geocode it using an address or coordinates.
i. Learn how to prepare a file for import into ENVISION to avoid common mistakes.
ENVISION FAQ
How do I prepare data for importing files? opens in new window
Working with Location Files
ii. Upload your Location File to ENVISION
Walk-Through (this will open ENVISION and require you to log in)
Import Locations Using Address opens in new window
Import Locations Using Coordinates opens in new window
ENVISION Tutorials (step-by-step guides hosted here on our Community)
Importing Locations opens in new window (contains guides for importing by address or coordinates)
Ready to proceed?
You should have the following assets:
- New Activated Workspace
- Benchmark Areas for your Analysis (My Data > Areas)
- Uploaded Location File (My Data > Locations)
Once you have the appropriate assets, please proceed to Lesson 1: Create or Import Custom Areas