Customer setup tool

The Customer Setup wizard helps you prepare your own customer data.

It is important to note that for Business Analyst to analyze your customers, each one must be uniquely identified. You need to have a field in your customer database that has a unique name or number for each customer.

Confirm that the analysis extent is set as you want. Any layer added to the map while an extent is active will be associated with that analysis extent.

After the customer layer has been created, a shapefile of your data is created and stored in the My Output Data\Projects\Your Project\CustLayers folder.

For users with a Business Analyst Premium license, at the end of the Customer Setup wizard, an option to create a customer profile using Tapestry segmentation data is available.

Customer Setup wizard

Learn more about creating profiles.