Set-Up: Trade Area Analysis

1. Create and Activate a New Workspace

Learn how to create and activate a new workspace in order 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

QuickStarts (step-by-step guides hosted here on our Community)

Creating and Activating a New Workspace

 

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 either 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)

QuickStarts (step-by-step guides hosted here on our Community)

Creating Areas using Standard Geographies

 

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 (Opens a new page here on our Community)

How do I prepare data for importing files?

Working with Location Files

Location Tools - Best Practices

 

ii. Upload your Location File to ENVISION

Walk-Through (this will open ENVISION and require you to log in)

Import Locations Using Address

Import Locations Using Coordinates

QuickStarts (step-by-step guides hosted here on our Community)

Importing Locations (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

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