CDX Demographic Report for an Individual Address

   
   

We've previously covered how to create demographic reports by zip codes with both our CDXZipStream Excel add-in and online web based tools. One common request we receive is how to do this for a specific address rather than a zip code. We've created an online tool for this type of report which is available at the following web link

This application works by first geocoding the address and then determining the associated census tract with the address. Census tracts are a narrower geographic area than zip codes. Demographics are then presented from our Census Tract database which was created using the U.S. Census 2020 American Community Survey (ACS) data. This is the same database as we use the CDXZipStream census tract option available to all demographic customers. The cost to do this is $9.95 if paying on a one time basis or 20 CDXStreamer requests.

A csv file is created which can then be imported into a demographic report template we provide. This spreadsheet can be customized as you wish and output a report to your printer or pdf.

We also have a bulk tract analysis tool by address that we've previously covered in the following blog article.

 

CDX Demographic Report for an Individual Address

We've previously covered how to create demographic reports by zip codes with both our CDXZipStream Excel add-in and online web based tools. One common request we receive is how to do this for a specific address rather than a zip code. We've created an online tool for this type of report which is available at the following web link

This application works by first geocoding the address and then determining the associated census tract with the address. Census tracts are a narrower geographic area than zip codes. Demographics are then presented from our Census Tract database which was created using the U.S. Census 2020 American Community Survey (ACS) data. This is the same database as we use the CDXZipStream census tract option available to all demographic customers. The cost to do this is $9.95 if paying on a one time basis or 20 CDXStreamer requests.

A csv file is created which can then be imported into a demographic report template we provide. This spreadsheet can be customized as you wish and output a report to your printer or pdf.

We also have a bulk tract analysis tool by address that we've previously covered in the following blog article.

 

CDX Technologies Suite of Tools for Radius Analysis

We covered in our last newsletter how to use the CDXRadius formula in CDXZipStream in dynamic formula arrays.  What you may not be aware of is the comprehensive suite of tools for radius analysis that CDX Technologies has available.  This not only includes CDXZipStream but automation templates, web based tools and REST XML services.  Here is a list of radius software we offer along with references to additional detail on each.

1.      If you have a customer list and would like to report on customers within a specified distance of a central zip code you can use our free “Zip Code Radius Analysis” template.  For more information on this product please see our blog article Zip Code Radius Calculations in an Excel Template

2.      For situations where you need to create a zip code radius report for many individual zip codes you can use our “Bulk Radius Template”. You can find more information about this free tool on the following blog link “New Bulk Zip Code Radius Template”.

 3.      CDXZipStream can also sort locations by distance if you have a complete address rather than just a zip code.   We’ve created a free “Geocode and Sort By Distance” template to handle this case of radius analysis. This does require a Bing or HERE API key to geocode the location for latitude and longitude. A video covering the operation of the template can be found on Youtube at the following link.

 4.      Also available for purchase is our Geographic Access Analysis template, which performs the same distance analysis but also generates reports for every target location, showing only the closest locations within a designated radius distance. Please see our article “Store Locator and Bulk Radius Analysis” for more information or the youtube video "Geographic Access Analysis using Microsoft Excel". This can be purchased in your online account for $99.95.

 5.      The first four tools listed above do require CDXZipStream and Excel to perform radius analysis. To do this type of analysis in your browser you can use our online tool “Free Zip Code Radius Analysis Report”.  Our CDXStreamer bulk tools can also provide demographics for all zip codes in a radius using the web based application “Zip Code Demographics By Radius Batch Report.”

 6.      If you are developing a web based or other type of application and would like to use our radius reports you can access a REST API from CDX Technologies which is jone one of the functions in our CDXGeodata product line. CDXZipStream users can request a free development account for this service at the following link.

 In addition to these tools we also have the ability to customize our products to meet any need.  Please don’t hesitate to contact us with any questions about your business needs for radius analysis.

 

Dynamic Formula Radius Analysis with CDXZipStream

When using the CDXRadius formula, most users employ the right click function to generate the desired zip code list. This radius list is then referenced to filter custom results in the spreadsheet such as analyzing clients within a certain distance. One such application is explained in the following Youtube video "Finding Zip Codes in a Radius".

A common issue that comes up is when the central zip code or radius distance changes. If you try to overwrite the current radius formula range an message will be generated that you you are about to overwrite an existing formula array. You will also need to re-establish the proper range name to reference the entire zip code list. 

You can streamline the process of updating the radius array for new data by referencing external cells as parameters in the array for the central zip code and distance. This can be done by entering the array manually as described in the following blog article. The formula array is also set to a large range to be able to handle most queries. So updating the array is as simple as changing a value in a cell.

You can see an example of doing this by downloading the file "Radius Analysis.xlsx." This spreadsheet can return radius results up to 10,000 rows in length. The central zip code and radius distance are simply modified by changing the cells highlighted in yellow at the top of the spreadsheet. To incorporate this in your custom report you can copy and paste the entire tab. Be sure that your named radius range encompasses the entire 10,000 data rows.

Distributing CDXZipStream Reports to Others

The CDXZipStream add-in provides custom zip code and other formula in Excel. The add-in must be installed for these functions to calculate correctly. Uninstalling the add-in will cause a #NAME? error to appear in the cell indicating that Excel does not know what to do with the formula.

If you email or send a worksheet to someone else who does have CDXZipStream installed the same error will occur whenever Excel recalculates. Excel will recalculate under many situations you might not expect such as opening the spreadsheet, moving rows or closing the spreadsheet down. Even though the formulas calculated and displayed correctly on your computer the #NAME? error can easily appear on another without CDXZipStream installed.

There are two ways to handle this situation when emailing reports. The first is to set the spreadsheet recalculation to manual using the Excel - Formulas - Calculation Options menu option. The second is to set all of your formulas to values using the Excel Copy and Excel Paster special options. Using either of these options will insure that your intended recipient will be able to see the results you expected.