We currently offer a Microsoft Excel template that, working with our CDXZipStream add-in, performs geographic access analysis.  In general terms it can take a matrix of X and Y locations (these could be stores, customers, warehouses, delivery points, etc.) and create a comprehensive radius report showing which X locations are within a specified radius distance of all Y locations, or vice versa.   In its most common application as a store locator tool, it can identify the stores located within a radius distance of a list of customers.  Here’s a short tutorial showing how it works:

A more detailed description can also be found in our blog article Store Locator and Geographic Access Analysis in Microsoft Excel.

The template can also be customized to fit your particular needs, by incorporating additional data and generating custom reports. Here’s the short list of the kinds of things customization can do:

1. Calculate access performance
Once the radius report is generated it can be used to calculate performance any number of ways. What percentage of customers live within x miles of at least two stores? Which stores within y miles cover the most customers? How many customers must travel at least y miles to a store? These and other measurements can be extremely useful in areas ranging from resource allocation to developing a long-term business strategy.

Get demographic data for each location and/or target using one of CDXZipStream’s demographic feeds, and include that data as part of the radius report. For example, access requirements for health care facilities can be dependent on population density. With a radius report showing the closest facilities to each prospective patient, population density for each patient ZIP Code (based on population and land area data obtained from the CDXZipCode Feed) can be used to classify each patient as living in an urban, suburban, or rural area.

The radius report shows locations closest to each target, within a radius distance you specify, but additional criteria can be used as well. Need to find distribution centers within a radius distance of retail stores, but only those within the same state? State location can easily be added as a secondary criterion in the report. These additional criteria don’t have to be based on location; any descriptive data that can be included in the location listing (number of employees, services provided, etc.) can be used in the radius report.

4. Create custom reports based on the radius report
The results of the radius report can be used to produce more detailed reports for each location, or groups of locations. For example, with a radius report showing stores within a radius distance of each customer, additional reports can be built showing customers (within the radius distance) associated with each store. Similar reports can also be generated across stores groupings, showing customers associated with full service stores, stores within a single state, etc.

5. Add billing and other numerical data

Any numerical data associated with targets or locations, such as billing and cost data, can be included as part of the radius report or other custom reports described in the point above. These values can then be summed or averaged, for example, for a group of targets and/or locations. Numerical-based reports such as these can often replace time-consuming manual processes as well as provide hard numbers for facility planning purposes.