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How To: Run reports for multiple sites generated by the Business and Facilities Search tool

Summary

When using the Business and Facilities Search tool, the locations generated are saved as a layer. Creating reports requires the locations to be added as sites. Adding a location as a site is done by clicking the location displayed on the map and clicking the "Add rings, drive time or walk time" option. However, this workflow is inefficient for a large number of business locations.

  The picture shows the Add rings, drive time or, walk time option
The picture shows the location saved as a site

Multiple business locations can be added as sites by exporting the business locations as a shapefile to ArcGIS Online and importing the shapefile as sites back to the Business Analyst Web App.

Procedure

The following instructions describe how to run reports for multiple sites generated by the Business and Facilities Search tool in Esri Business Analyst Web App.

  1. In the Business Analyst Web App, type the desired location in the Business and Facilities Search option located in the drop-down menu of the Search tool in the Maps tab. Click Next > Save.
     
    Note: 
    A prompt opens to notify users on credit usage, which costs 10 credits per 1000 records for Business Search. Click OK to proceed to the next step. For more information about credit usage, please refer to Service Credits Overview and Credits.
    

    The picture shows the save option
     
  2. Export the layer containing the locations to a shapefile and download the file from ArcGIS Online.
    1. Log in to ArcGIS Online by using the same username and password of the Business Analyst account.
    2. Click the Content tab > BA – Project Data, located in the Folders box. This opens the Item details page of the feature layer.

      The picture shows the Content tab

      The picture shows the Folder tab containing the BA-Project Data
    3. Click the feature layer previously created in Step 1 in BA - Project Data.

      The picture shows the Feature layer (project) to be clicked
       
    4. Under the Layers section, search for the desired business location layer, and click Export To > Export to Shapefile.

      The picture showing the users on how to export the locations to Shapefiles
       
    5. In the Export to Shapefile dialog box, insert the desired Title, Tags, and Summary in the text box. Click Export > Download and ensure that the BA - Project Data is selected as the output folder.

      The picture shows the BA - Project Data
      The picture shows the download option
  3. Import the shapefile to the Business Analyst Web App.
    1. In the Business Analyst Web App, import the downloaded shapefile by clicking Maps > Add Data > Import File. For more information, refer to Business Analyst Web App: Import file.

      The picture shows the Maps, Add Data and Import File options

      The picture shows the Browse and Import box
       
      Note:
      If the shapefile contains more than 100 records (locations), only the first 100 records (location) are imported. For more details, refer to Business Analyst Web App: Import file.
      
    2. Set the desired symbology in the Style the Data section, and click Next.
    3. Select the Create and save sites for all points (max 100) option.
    4. Optionally, change the layer name in the New Layer Name text box.
    5. Add Rings, Drive time, or Walk time, and click Apply. For more information, refer to Business Analyst Web App: Find location.

      The picture shows the Create and save sites for all points (max 100.) option and the Apply option
       
    6. Click I'm Done. The locations are saved as sites and can be used to create reports. For more information on running reports, refer to Business Analyst Web App: Run reports.

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