{"id":249502,"date":"2018-06-26T21:16:19","date_gmt":"2018-06-26T21:16:19","guid":{"rendered":"http:\/\/www.esri.com\/arcgis-blog\/?post_type=blog&#038;p=249502"},"modified":"2018-06-28T17:24:06","modified_gmt":"2018-06-28T17:24:06","slug":"ba-pro-22-territory-design","status":"publish","type":"blog","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/analytics\/ba-pro-22-territory-design","title":{"rendered":"New Territory Design &amp; Management Tools in Business Analyst for ArcGIS Pro 2.2"},"author":4231,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":""},"categories":[23341,37171],"tags":[43611,112192,35521,128042,128052],"industry":[],"product":[36711,36561,37011],"class_list":["post-249502","blog","type-blog","status-publish","format-standard","hentry","category-analytics","category-business","tag-arcgis-pro-2-2","tag-business-analyst","tag-business-analyst-pro","tag-territory-design","tag-territory-management","product-bus-analyst","product-arcgis-pro","product-esri-demographics"],"acf":{"short_description":"Automatically or interactively create, balance, and update your territories in ArcGIS Pro","flexible_content":[{"acf_fc_layout":"content","content":"<p>In this post, I\u2019m going to discuss the new territory design and management tools that are a part of the\u00a0second release of Business Analyst for ArcGIS Pro.<\/p>\n"},{"acf_fc_layout":"sidebar","content":"<p>Licensed Business Analyst users now have access to new tools and workflows in <a href=\"https:\/\/www.esri.com\/arcgis-blog\/products\/arcgis-pro\/uncategorized\/arcgis-pro-2-2-now-available\/\">ArcGIS Pro 2.2<\/a> that support the following:<\/p>\n<ul>\n<li>Territory design and management<\/li>\n<li><a href=\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/analytics\/ba-pro-22-suitability-analysis\/\">Site suitability analysis<\/a><\/li>\n<li>Generation of desire lines (AKA spider diagrams)<\/li>\n<li>Generation of global administrative geography features<\/li>\n<\/ul>\n<p style=\"text-align: center;\"><small><a href=\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/analytics\/business-analyst-comes-to-arcgis-pro\/\"><em>Previous Release (Business Analyst for ArcGIS Pro 2.1)<\/em><\/a><\/small><\/p>\n","image_reference":false,"layout":"spotlight","image_reference_figure":"","snippet":"","spotlight_name":"Business Analyst for ArcGIS Pro","section_title":"ArcGIS Pro 2.2 Release","position":"Right","spotlight_image":{"ID":250942,"id":250942,"title":"ArcGIS Business Analyst","filename":"balogo.png","filesize":3995,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/balogo.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/analytics\/ba-pro-22-territory-design\/balogo","alt":"ArcGIS Business Analyst Logo","author":"4231","description":"","caption":"","name":"balogo","status":"inherit","uploaded_to":249502,"date":"2018-06-26 23:30:30","modified":"2018-06-26 23:31:10","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":144,"height":149,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/balogo.png","thumbnail-width":144,"thumbnail-height":149,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/balogo.png","medium-width":144,"medium-height":149,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/balogo.png","medium_large-width":144,"medium_large-height":149,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/balogo.png","large-width":144,"large-height":149,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/balogo.png","1536x1536-width":144,"1536x1536-height":149,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/balogo.png","2048x2048-width":144,"2048x2048-height":149,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/balogo.png","card_image-width":144,"card_image-height":149,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/balogo.png","wide_image-width":144,"wide_image-height":149}}},{"acf_fc_layout":"content","content":"<h1>A New Territory Design Toolbox<\/h1>\n<p>The Business Analyst Team has a long history of supporting a powerful set of territory design and management tools with our ArcMap extension.<\/p>\n<p>At the 2.2 release, we are proud to introduce territory design and management to Business Analyst users of ArcGIS Pro.<\/p>\n<p>These tools have been completely redesigned to take advantage of ArcGIS Pro\u2019s high-performance architecture and modern &amp; intuitive UI.<\/p>\n<p>In this initial release, you will have access to two new territory design and management workflows supported by 7 geoprocessing tools in a new Toolbox.\u00a0 There&#8217;s also a supporting set of ribbon tools.<\/p>\n<h2>Auto-Balanced Territories<\/h2>\n"},{"acf_fc_layout":"image","image":{"ID":250202,"id":250202,"title":"Territory Design in Business Analyst for ArcGIS Pro 2.2","filename":"BAPro2_2_TerritoryDesign_Dark_Var7_TH_20JUN2018_960X540.png","filesize":130931,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var7_TH_20JUN2018_960X540.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/analytics\/ba-pro-22-territory-design\/bapro2_2_territorydesign_dark_var7_th_20jun2018_960x540","alt":"","author":"4231","description":"","caption":"30 territories automatically generated from more than 32,000 U.S. Postal Code areas and my balancing criteria (Click to Zoom)","name":"bapro2_2_territorydesign_dark_var7_th_20jun2018_960x540","status":"inherit","uploaded_to":249502,"date":"2018-06-26 21:39:27","modified":"2018-06-26 23:55:45","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":960,"height":540,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var7_TH_20JUN2018_960X540.png","thumbnail-width":213,"thumbnail-height":120,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var7_TH_20JUN2018_960X540.png","medium-width":464,"medium-height":261,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var7_TH_20JUN2018_960X540.png","medium_large-width":768,"medium_large-height":432,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var7_TH_20JUN2018_960X540.png","large-width":960,"large-height":540,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var7_TH_20JUN2018_960X540.png","1536x1536-width":960,"1536x1536-height":540,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var7_TH_20JUN2018_960X540.png","2048x2048-width":960,"2048x2048-height":540,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var7_TH_20JUN2018_960X540.png","card_image-width":826,"card_image-height":465,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var7_TH_20JUN2018_960X540.png","wide_image-width":960,"wide_image-height":540}},"image_position":"center","orientation":"horizontal","hyperlink":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var7_TH_20JUN2018.png"},{"acf_fc_layout":"content","content":"<p>The first of the two basic workflows supported with the new Territory Design Toolbox will enable you to create \u201cauto-balanced\u201d territories.<\/p>\n<p>It\u2019s a surprisingly fast and simple workflow consisting of three key inputs:<\/p>\n"},{"acf_fc_layout":"content","content":"<p style=\"padding-left: 90px;\"><strong>1. Submit almost any polygon layer describing the individual area features which will be grouped to form your territories, regions, or districts<\/strong><\/p>\n<p style=\"padding-left: 90px;\"><em>This is your territory &#8220;alignment layer&#8221;.\u00a0 This layer can consist of any administrative geography features for any country and can contain hundreds or even thousands of individual area features.<\/em><\/p>\n<p style=\"padding-left: 90px;\"><em>You can use the <a href=\"https:\/\/pro.arcgis.com\/en\/pro-app\/tool-reference\/business-analyst\/create-color-coded-layer.htm\">Business Analyst Color Coded Layer tool<\/a> (released at ArcGIS Pro 2.1) or the <a href=\"https:\/\/pro.arcgis.com\/en\/pro-app\/tool-reference\/business-analyst\/generate-standard-geography-trade-areas.htm\">Generate Standard Geography Trade Areas tool<\/a> (new at ArcGIS Pro 2.2) to dynamically generate layers consisting of the administrative geographies of your choosing. For example, they might be U.S. ZIP codes or counties, German districts, Canadian dissemination areas, Japanese prefectures, or French postal codes.\u00a0 Whatever your requirements may be, you have multiple options and flexible access to this valuable supporting content through Business Analyst. <\/em><\/p>\n<p style=\"padding-left: 90px;\"><em>You can also leverage your own in-house or proprietary boundaries that describe the individual area features used to form your territories, regions, or districts.\u00a0 In this case, your organization may be building and maintaining map layers with your own custom area features using other tools in ArcGIS Pro.\u00a0 You may also be importing an existing territory alignment layer from the legacy territory management tools in our ArcMap extension.\u00a0 You may even be bringing in a layer from another business system or software solution.<\/em><\/p>\n<p style=\"padding-left: 90px;\"><strong>2. Specify the number of territories, regions, or districts you want to create<\/strong><\/p>\n<p style=\"padding-left: 90px;\"><em>This could be any number from 2 to 20 (and even more).\u00a0 Business Analyst for ArcGIS Pro will generate the number of territories you need by intelligently grouping the individual area features from your alignment layer based on your balancing criteria.<\/em><\/p>\n<p style=\"padding-left: 90px;\"><strong>3. Specify your \u201cbalance\u201d variables\/criteria<\/strong><\/p>\n<p style=\"padding-left: 90px;\"><em>This is how you tell Business Analyst how you want those individual areas grouped and divided.\u00a0 You will have the option to use individual site or area-based characteristics\u00a0as part of the automatic balancing workflow.\u00a0 Whether these characteristics\u00a0are based on historical or anticipated sales; counts of customers, patients, employees, students, households, or businesses; area sizes; maximum drive times or distances; or something completely different, Business Analyst can efficiently distribute and align your territories, regions, or districts to meet your organization\u2019s needs.\u00a0<\/em><\/p>\n<p style=\"padding-left: 90px;\"><em>And since this is Business Analyst for ArcGIS Pro, you can leverage other tools such as <a href=\"https:\/\/pro.arcgis.com\/en\/pro-app\/tool-reference\/business-analyst\/enrich-layer-advanced.htm\">Enrich Layer<\/a> to append additional business, consumer, and demographic data to the individual area features of your alignment layer.\u00a0 You can then use the additional contextual information alongside your organization\u2019s own data as supplemental balancing criteria for creating your territories.<\/em><\/p>\n"},{"acf_fc_layout":"content","content":"<h2>Interactive Territory Creation and Management<\/h2>\n"},{"acf_fc_layout":"image","image":{"ID":250412,"id":250412,"title":"Territory Design in Business Analyst for ArcGIS Pro 2.2","filename":"BAPro2_2_TerritoryDesign_Dark_Var9_TH_20JUN2018_960X540.png","filesize":155826,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var9_TH_20JUN2018_960X540.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/analytics\/ba-pro-22-territory-design\/bapro2_2_territorydesign_dark_var9_th_20jun2018_960x540","alt":"","author":"4231","description":"","caption":"Interactive assignment &amp; reassignment of individual areas within my territories  (Click to Zoom)","name":"bapro2_2_territorydesign_dark_var9_th_20jun2018_960x540","status":"inherit","uploaded_to":249502,"date":"2018-06-26 22:07:03","modified":"2018-06-26 23:55:58","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":960,"height":540,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var9_TH_20JUN2018_960X540.png","thumbnail-width":213,"thumbnail-height":120,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var9_TH_20JUN2018_960X540.png","medium-width":464,"medium-height":261,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var9_TH_20JUN2018_960X540.png","medium_large-width":768,"medium_large-height":432,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var9_TH_20JUN2018_960X540.png","large-width":960,"large-height":540,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var9_TH_20JUN2018_960X540.png","1536x1536-width":960,"1536x1536-height":540,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var9_TH_20JUN2018_960X540.png","2048x2048-width":960,"2048x2048-height":540,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var9_TH_20JUN2018_960X540.png","card_image-width":826,"card_image-height":465,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var9_TH_20JUN2018_960X540.png","wide_image-width":960,"wide_image-height":540}},"image_position":"center","orientation":"horizontal","hyperlink":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var9_TH_20JUN2018.png"},{"acf_fc_layout":"content","content":"<p>The second basic workflow supported with the Territory Design Toolbox will help you <em>interactively<\/em> create and update your territories.<\/p>\n<p>In this workflow, you can \u201cfine tune\u201d, modify, or update an existing territory alignment or solution, or you may want to manually build new territories from scratch.\u00a0 The individual areas forming your territories can be selected, moved, and removed using a number of options including simple panel, ribbon, and map-based tools; and attribute tables and charts associated with the alignment layer.\u00a0 And since the territory design and management tools work with standard map layers, you can use all of the capabilities of ArcGIS Pro, including <a href=\"http:\/\/pro.arcgis.com\/en\/pro-app\/help\/mapping\/navigation\/selection-options.htm\">advanced selection tools<\/a>, to work with the individual area features that are the basis for your territories.<\/p>\n<p>After your territories have been created or updated, they can be shared with your organization as paper maps, PDFs, web maps, tables, and more.<\/p>\n<p>Taken as a whole, Business Analyst for ArcGIS Pro provides you with powerful, flexible, and intuitive options to create, visualize, maintain, and share your territories with your organization and other stakeholders.<\/p>\n"},{"acf_fc_layout":"sidebar","content":"<p style=\"text-align: center;\"><em><small>Contact Esri Sales or your account manager for information on evaluating or licensing<br \/>\nBusiness Analyst for ArcGIS Pro<\/small><\/em><\/p>\n","image_reference":false,"layout":"standard","image_reference_figure":"","snippet":"","spotlight_name":"","section_title":"","position":"Center","spotlight_image":false}],"authors":[{"ID":4231,"user_firstname":"Tony","user_lastname":"Howser","nickname":"Tony Howser","user_nicename":"ahowser","display_name":"Tony Howser","user_email":"THowser@esri.com","user_url":"","user_registered":"2018-03-02 00:15:49","user_description":"Tony is a product manager on the Data &amp; Location Services team and is focused on Esri's GeoEnrichment and Places offerings. His primary goal is to empower users and developers with valuable location-based context to support their mapping, analysis, and decision support needs.","user_avatar":"<img data-del=\"avatar\" src='https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/07\/tony_howser_headshot_480X480_96dpi.png' class='avatar pp-user-avatar avatar-96 photo ' height='96' width='96'\/>"}],"related_articles":"","card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var9_TH_20JUN2018_826X465.png","wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/06\/BAPro2_2_TerritoryDesign_Dark_Var9_TH_20JUN2018.png"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.9 (Yoast SEO v25.9) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>New Territory Design &amp; Management Tools in Business Analyst for ArcGIS Pro 2.2<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/analytics\/ba-pro-22-territory-design\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Territory Design &amp; 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