E-invoicing data for functional territories definition: the use case of pharmacies Maria AURINDO (National Institute of Statistics, Portugal) The presentation illustrates how a new Business-to-Consumer (B2C) database extracted from the Portuguese E-invoice system can be an important tool to explore the functional territories concept taking the pharmacies catchment areas as an example. The discussion addresses data integration methodological options and how Statistics Portugal infrastructural information domains – Business register, Building and fraction register and Population register – were crucial for this exercise, developed within the CE-SIG – Map of facilities and services project. Find out more at https://oe.cd/spl-mtg

1. E-in vo icin g d a t a fo r fu n ct io n a l t e rrit o rie s
d e fin it io n : t h e u se ca se o f p h a rm a cie s
OECD workshop
“New a p p roa ch es to u n d ersta n d b u sin ess con d ition s a n d lin ks b etween firm s”
13th of November, Paris, France

2. Re a l Tim e Da t a : E-In vo icin g st a t ist ics
•Location of the legal
head office (LAU)
•Economic activity
•Institutional sector
Press-release on year-
on-year growth rate of
invoicing value by:
• NUTS 3 level
• economic activity of
the issuer
Data on invoicing values
aggregated by:
⚬ issuer and acquirer
⚬ month of invoicing
⚬ country of acquisition
Treatment of severe outliers
and enrichment
Data processing and
analysis for territorial
outputs
E-invoicing
Real time
information
Business to Business
Business to Private households
Data
Warehouse
Business Register
(BIUE) & Other
sources
Mon t h ly transmission of
anonymized data:
± 78 m illion records
Issu er
Data integration
&
treatment
Report on data
and views for
specific projects
National Data
Infrastructure (NDI)

3. -40 %
Year-on-year growth rate of invoicing
value, by activity branch (A39), Portugal,
March to December 2020
Sectoral structure of the invoicing value,
by activity branch (A39), Portugal,
March to December 2019
1.4%
2.5%
0.8%
E-in vo icin g : re su lt s

4. Year-on-year growth rate of invoicing
value, NUTS 3 and Portugal, March to
December 2020
Year-on-year growth rate of invoicing value
(Mar-Dec,2020) and Regional structure of the
invoicing value (Mar-Dec,2019), NUTS 3 and Portugal
16.4%
-27.4%
47,2%
E-in vo icin g : re su lt s
-21.6%
-18.2%
-17.4%

5. Main Goals
New statistical product
that conveys in one
single WEB GIS
platform information
on public and private
facilities and
accessibility metrics
0 1 Variables to characterize the facilities/services
Accessibility indicators to
facilities/services by LAU and NUTS
Geographies of service areas and associated metrics
surface, dwellings, population …
• Euclidian distance
• Time-distance by foot and by car
Geographies of demand for the facilities/services – catchment areas – and associated
metrics:
• Potential areas – demand geographies based on economic rational criteria, i.e.,
shortest time-distance
• Effective areas –demand geographies based on users' place of residence
• Administrative areas – as defined by Administration to comply with citizens´ needs
0 2
0 3
0 4
CE-SIG: Ma p o n Fa cilit ie s a n d Se rvice s o f Ge n e ra l In t e re st

6. P o t e n cia ls (A): Shortest time-distance between the
cell and equipment of the same type.
Catchment Areas Potential, Effective and Normative
Effe ct ive s (B): The cell is assigned to the area of
equipment according to usage (again, comparing
equipment of the same type) by the majority of the
cell's residents.
No rm a t ive s (C): Assigned according to official
administrative definition (if it exists).
INSPIRE
CELLS
CELLS
125x125
Buildings

7. P h a rm a cie s Ca t ch m e n t Are a s b a se d o n E-In vo icin g d a t a
E-invoicing
Data on invoicing values
aggregated by:
• issuer and acquirer ID
• month of invoicing
• country of acquisition
Catchment Areas: 2.583 pharmacies
Building Block: 125 GRID Cell
Data
Warehouse
Monthly transmission
of anonymized data:
± 78 million records
Data integration
&
treatment
BIUE Business
Register
Pharmacies
Data enrichment &
Quality treatment
Yearly transmission of
Pharmacies data:
± 2.8 thousand records
Data from Pharmacies, inc:
• Address
• X, Y coordinates
• Services
Data enrichment &
Quality treatment
Data integration
BPR Resident
Population
BGE Buildings
GRID 125 x 125
Annual Data of E-invoicing
Issuer: Pharmacies / Firms
• Acquirer: Single Persons
Persons/Residents – 8 M
• N. of months
Annual Data of E-invoicing
Issuer: Pharmacies / Firms
• Acquirer: Single Persons
incl. GRID of residence
• N. of months
93% of pharmacies / establishments
with invoice data: 2.608
Firms vs. Establishments
place of acquisition by proximity
GEO
Analysis

8. P h a rm a cie s Ca t ch m e n t Are a s Effe ct ive b a se d o n E-INVOICING d a t a
Ca t ch m e n t a re a s in P o rt o a n d Vila No va d e Ga ia a re a Id e n t ifyin g a sin g le p h a rm a cy fo r e a ch ce ll
b a se d o n t h e fo llo w in g crit e ria :
maximum distance to a pharmacy from a
residential building
Ce lls w it h in t h e m a xim u m Eu clid e a n ra d iu s o f
27.11 k m fro m t h e p h a rm a cy
available information does not provide the number of
invoices, only the invoiced amount per month
P h a rm a cy w it h t h e h ig h e st fre q u e n cy o f p u rch a se s in
d iffe re n t m o n t h s in e a ch ce ll
average Euclidean distance of buildings in a cell
In ca se o f a t ie in t h e p re vio u s crit e rio n , se le ct io n o f
t h e clo se st p h a rm a cy

9. P h a rm a cie s Ca t ch m e n t Are a s Effe ct ive b a se d o n E-INVOICING d a t a
On avg, 3.5 thousand inhabitants in each Catchment Area but 25% with less than 1 500 residents
Smaller Catchment Areas in Lisbon M.A. (avg < 1km2) vs. Centro (3.3 km2) and Norte (2.6 km2)
Catchment Areas with higher population density in Lisbon M.A. but greater dispersion vs. Centro
, , , , , , , , , , ,
1stQ Median Average 3rdQ

10. Co n clu d in g re m a rk s & n e xt st e p s
Th e im p o rt a n ce o f Na t io n a l Da t a In fra st ru ct u re – IND fo r t h is p ro je ct im p le m e n t a t io n , a St a t ist ics P o rt u g a l St ra t e g ic Da t a In it ia t ive
Business perspective
E-invoicing data from Tax Authority was very important to capture regional economic activity during the
COVID-19 Pandemic on an infra-annual basis
→re g u la r re g io n a l a n d lo ca l se m e st ra l o u t p u t s a n d t e st ye a r-o n -ye a r g ro w t h ra t e d ist rib u t io n s
… B2C perspective for functional territories
Pharmacies catchment areas definition through data integration of E-Invoicing and Infrastructural Data was an
important experience to overcome missing data on facilities’ usage
→t e st t h is a p p ro a ch fo r n o n -t e rt ia ry e d u ca t io n , p riva t e sch o o ls
Methodology would benefit from having monthly data on the nr. of invoices issued for each pair issuer – acquirer
→co n t in u e d a t a sp e cifica t io n w it h TAX AUTHORITY
Households' perspective
Households’ energy consumption (electricity and gas) and weight on income.
→if t h e re su lt s a re p o sit ive t e st w it h o t h e r h o u sin g a m e n it ie s su ch a s w a t e r a n d t e le co m

11. AURINDO, Maria mjose.aurindo@ine.pt
RODRIGUES, André
CARDOSO, Carla
BASTOS, Miguel
CRUZ, Paula
FIGUEIREDO, Rossano
POÇAS, João
VALA, Francisco francisco.vala@ine.pt
Th a n k yo u
Co n t a ct Us