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Demographic Data 101
Where to get it and how to use it
By Amber Keller
101 Where does it come from?
o The American Community Survey
o Socio-economic characteristics of a population
o Administered by the U.S. Census Bureau funded by Housing and Urban
Development (HUD)
o 5 year estimates for Zip Codes, Census Tracts, and Block Groups
o Decennial Census
o Population Count
o Last data with socio-economic data – 2000
o 2010 and 2020 does/will not have social & economic data
o Population and Race
American Fact Finder = Data
o Download the data
o Or don’t and call the API
o Join by a geography identifier to the geographic areas
o Document table and year
o Block Group – smallest level of geography Census collects data on
o Highest margin of error
o Highest precision lowest accuracy
factfinder.census.gov
Data Source
Tracts ACS14 5yr: S0101
Document Data Source!
• Geography
• Data Set
• Data Table
Policy : update [x] every 10
years based on Census Data
o Possibly a policy created when socio-economic data was collected every ten
(10) years with the decennial census ?
o Update [geographic.Areas] with [ x% of Poverty] with the
Decennial Census numbers
o This is not possible
o Can make calculations on areas each year a dataset comes out
o Calculations each year to identify key areas NOT to compare overlapping
data sets
Population vs Sample
Decennial Census vs ACS
CAUTION! Different Methodologies
CAUTION! Boundaries Change
The city grew in Population from {yyyy} to {yyyy}; == People are moving to City of {cityName};
FALSE
Did it really? Or did the city annex residential areas?
City Boundaries change every year (Census Boundary and Annexation Survey)
Define “city” - Numbers by City boundary or a Metro area?
Cities (City geography is called “Place” by the Census)
CAUTION! Boundaries Change
or don’t exist
Zip Codes
o Most familiar – easiest to comprehend by the public
o But Not a Census Geography
o Representations of USPS service areas
o The USPS service areas change multiple times throughout
the year
o Census makes a ZIP boundary shapefile every year
o 1st ACS data set with Zip Codes is the 2007 – 2011 release
Tracts and Block Groups
Census 2000
ACS 2005 - 2009
CAUTION! Boundaries Change
Census 2010
ACS 2006 - 2010
ACS 2007 - 2011
ACS 2008 - 2012
ACS 2009 - 2013
ACS 2010 - 2014
ACS 2011 - 2015
ACS 2012 - 2016
ACS 2013 - 2017
ACS 2014 - 2018
ACS 2015 - 2019
2010 to 2014 First NON-
overlapping 5 year ACS dataset
with ACS 2005 – 2009
2011 – 2015 First NON-
overlapping 5 year ACS dataset
of the SAME GEOGRAPHY with
ACS 2006 – 2010
Census 2020
ACS 2016 - 2020
ACS 2017 - 2021
ACS 2018 - 2022
ACS 2019 - 2023
ACS 2020 - 2024
ACS 2021 - 2025
ACS 2022 - 2026
ACS 2023 - 2027
ACS 2024 - 2028
ACS 2025 - 2029
CAUTION! Survey Questions Change
Understand there are limitations to the data
The data is what it is
make calculations and move on
CAUTION! People don’t respond to the survey
CAUTION! Statistical sampling margin of error
CAUTION!
CAUTION!
CAUTION!
CAUTION!
What the Client needs to know to make decisions
Example
Is [Address] in a qualified [BlockGroup] based on [ACS.DataConstraint]?
Extra data
Why YES
For reliability and
trust in result
YES
Exactly what Block Group
YES or not – the
main piece of
information
133199602003
STATE
COUNTY
TRACT
BLOCK GROUP
GEOID
Combined Demographic Data
o Previous example combined two ACS data tables
o Can combine data tables, assign weighted values etc etc
o Social Vulnerability Index
o Aid in planning for populations to respond to hazardous events
o Agency for Toxic Substances & Disease registry
o Geography: Nationally by County and Tract
o Uses: 14 Factors
o Data Year: 2014
o ACS 2014 5 yr data and other source population data
o Download Shapefile or CSV file http://svi.cdc.gov/SVIDataToolsDownload.html
Pre-Combined Socio-economic Data
o Socioeconomic Demographic Clusters
o Ranks socioeconomic status from “higher” to “lower”
o GA Department of Public Health
o Geography: Georgia by Block Group
o Uses: 25 Factors
o Data Year: 2011 (2007-2011 ACS)
o View online map or printable poster
https://oasis.state.ga.us/gis/demographiccluster/DemoClusters2011.htm
o Request or Purchase data: http://dph.georgia.gov/phip-data-request
Pre-Combined Socio-economic Data
For GEORGIA
o Esri Tapestry Segmentation
o Help understand customers’ lifestyle choices – identify best customers and
underserved markets
o Environmental Systems Research Institute :P
o Geography: Nationally by all geographic levels
o Uses: 67 Factors ACS and many more data sources
o Data Year: 2016
o Yes 2016 read more if you like– but to view the map you need an ArcGIS Online account
https://www.arcgis.com/home/item.html?id=a422e35d395743089893f08c6f4325f6
o Accessible online map by Zip Code http://www.esri.com/landing-pages/tapestry
o Zip Code Boundaries and methodology created by HERE – not the same boundaries at the
Census Zip Codes!
Pre-Combined Socio-economic Data
Open Tapestry from ArcGIS Online in
ArcGIS for Desktop
o Not very useful
o Can only click and view the data
o Cannot use in Geoprocessing tools
o Cannot Export
o Cannot view Attribute Table
o Cannot even select!
Womp womp 
So much data!
Predictive Demographics
(see every component of this vast
dataset with the Identify Tool)
Use Esri Maps for Office
http://www.esri.com/software/maps-for-office#mapsForOfficeDownload
ArcGIS Online comes with ArcGIS
for Desktop license
Need an ArcGIS Online
account to use Esri Maps for
Office
Esri Maps for Office
o If concerned about consuming credits – Enrich data with caution
o Scenario – I want to know Tapestry data for a bunch of addresses
o Enrich the addresses?
o But what geography level is going into these addresses?
o Response from chat with esri tech support “When using point data, the output values are
interpolated in some way based on the entire zip code”
o This lead me to learning all about Zip codes – conclusion not a good idea to use Zip Codes
o … A conversation for another time
o Instead – get a dataset I can work with longer term for addresses again and again
o Enrich by Tract or Block Group ID (or Zip Code too if you need to)
Esri Maps for Office
o Recommendation – Don’t enrich your point data
o Get base layer dataset then geocode and spatial join to the data
o Have control and knowledge of the geography
DEMO! YouTube: https://youtu.be/IKwgS0N9XSI
Tapestry Data for all the Tracts in Georgia Cost (two columns) 40 Credits
Data Enrichment costs 10 credits per 1,000 records
Which is only $4 ($100 = 1,000 credits)
Send me that excel sheet or
shapefile!
Absolutely NOT
Cannot send other organization’s data if
that organization charges for data
Case Study
o What insights can I gain about a client’s customers with just the address?
o Client – Homeowner Program for people that make less than $65k/year
o Customer – Homebuyer
o Data- Addresses for 5 years
Workflow
Get Tapestry Data
by enriching
polygon GEOID in
Esri Maps for
Office
Geocode
Addresses
Join to Shapefile
Spatial Join
Frequency (Count)
or don’t and use
Pivot Table in Excel
Result
16.34%
14.56%
8.56%
6.03% 5.55%
4.12%
0.50%
5.97%
8.17%
5.65%
2.62%
2.61%
9.79%
5.54%
2.24%
2.81%
2.83%
1.47% 1.72%
3.16%
1.38%
7A 4C 4A 7C 4B 10A 10E
UP A ND C OMING F A MILIE S MIDDLE BURG S OC C E R MOMS A ME RIC A N DRE A ME RS H OME IMP ROVE ME NT S OUT H E RN S A T E LLIT E S RURA L BY P A S S E S
GA DREAM GEORGIA USA
HOMEOWNERSHIP
PROGRAM
Life mode 10 Common
market in Georgia, but not
so much with the
customerOut to the TOP FIVE
Segments they fall in only
two Life Mode Categories
4 and 7
LifeMode 7 Ethnic Enclaves
o Established diversity—young, Hispanic homeowners with
families
o Multilingual and multigenerational households feature
children that represent second-, third- or fourth-
generation Hispanic families
o Neighborhoods feature single-family, owner-occupied
homes built at city's edge, primarily built after 1980
o Hard-working and optimistic, most residents aged 25 years
or older have a high school diploma or some college
education
o Shopping and leisure also focus on their children—baby
and children's products from shoes to toys and games and
trips to theme parks, water parks or the zoo
o Residents favor Hispanic programs on radio or television;
children enjoy playing video games on personal computers,
handheld or console devices
o Many households have dogs for domestic pets
LifeMode 4 Family Landscapes
o Successful young families in their first homes
o Non-diverse, prosperous married-couple families, residing
in suburban or semirural areas with a low vacancy rate
(second lowest)
o Homeowners (80%) with mortgages (second highest %),
living in newer single-family homes, with median home
value slightly higher than the U.S.
o Two workers in the family, contributing to the second
highest labor force participation rate, as well as low
unemployment
o Do-it-yourselfers, who work on home improvement
projects, as well as their lawns and gardens
o Sports enthusiasts, typically owning newer sedans or SUVs,
dogs, and savings accounts/plans, comfortable with the
latest technology
o Eat out frequently at fast food or family restaurants to
accommodate their busy lifestyle
o Especially enjoy bowling, swimming, playing golf, playing
video games, watching movies rented via Redbox, and
taking trips to a zoo or theme park
Demographic data101
Demographic data101
Demographic data101
Demographic data101

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Demographic data101

  • 1. Demographic Data 101 Where to get it and how to use it By Amber Keller
  • 2. 101 Where does it come from? o The American Community Survey o Socio-economic characteristics of a population o Administered by the U.S. Census Bureau funded by Housing and Urban Development (HUD) o 5 year estimates for Zip Codes, Census Tracts, and Block Groups o Decennial Census o Population Count o Last data with socio-economic data – 2000 o 2010 and 2020 does/will not have social & economic data o Population and Race
  • 3. American Fact Finder = Data o Download the data o Or don’t and call the API o Join by a geography identifier to the geographic areas o Document table and year o Block Group – smallest level of geography Census collects data on o Highest margin of error o Highest precision lowest accuracy factfinder.census.gov
  • 4. Data Source Tracts ACS14 5yr: S0101 Document Data Source! • Geography • Data Set • Data Table
  • 5. Policy : update [x] every 10 years based on Census Data o Possibly a policy created when socio-economic data was collected every ten (10) years with the decennial census ? o Update [geographic.Areas] with [ x% of Poverty] with the Decennial Census numbers o This is not possible o Can make calculations on areas each year a dataset comes out o Calculations each year to identify key areas NOT to compare overlapping data sets
  • 6. Population vs Sample Decennial Census vs ACS CAUTION! Different Methodologies
  • 7. CAUTION! Boundaries Change The city grew in Population from {yyyy} to {yyyy}; == People are moving to City of {cityName}; FALSE Did it really? Or did the city annex residential areas? City Boundaries change every year (Census Boundary and Annexation Survey) Define “city” - Numbers by City boundary or a Metro area? Cities (City geography is called “Place” by the Census)
  • 8. CAUTION! Boundaries Change or don’t exist Zip Codes o Most familiar – easiest to comprehend by the public o But Not a Census Geography o Representations of USPS service areas o The USPS service areas change multiple times throughout the year o Census makes a ZIP boundary shapefile every year o 1st ACS data set with Zip Codes is the 2007 – 2011 release
  • 9. Tracts and Block Groups Census 2000 ACS 2005 - 2009 CAUTION! Boundaries Change Census 2010 ACS 2006 - 2010 ACS 2007 - 2011 ACS 2008 - 2012 ACS 2009 - 2013 ACS 2010 - 2014 ACS 2011 - 2015 ACS 2012 - 2016 ACS 2013 - 2017 ACS 2014 - 2018 ACS 2015 - 2019 2010 to 2014 First NON- overlapping 5 year ACS dataset with ACS 2005 – 2009 2011 – 2015 First NON- overlapping 5 year ACS dataset of the SAME GEOGRAPHY with ACS 2006 – 2010 Census 2020 ACS 2016 - 2020 ACS 2017 - 2021 ACS 2018 - 2022 ACS 2019 - 2023 ACS 2020 - 2024 ACS 2021 - 2025 ACS 2022 - 2026 ACS 2023 - 2027 ACS 2024 - 2028 ACS 2025 - 2029
  • 10. CAUTION! Survey Questions Change Understand there are limitations to the data The data is what it is make calculations and move on CAUTION! People don’t respond to the survey CAUTION! Statistical sampling margin of error CAUTION! CAUTION! CAUTION! CAUTION!
  • 11. What the Client needs to know to make decisions Example Is [Address] in a qualified [BlockGroup] based on [ACS.DataConstraint]? Extra data Why YES For reliability and trust in result YES Exactly what Block Group YES or not – the main piece of information
  • 13. Combined Demographic Data o Previous example combined two ACS data tables o Can combine data tables, assign weighted values etc etc
  • 14. o Social Vulnerability Index o Aid in planning for populations to respond to hazardous events o Agency for Toxic Substances & Disease registry o Geography: Nationally by County and Tract o Uses: 14 Factors o Data Year: 2014 o ACS 2014 5 yr data and other source population data o Download Shapefile or CSV file http://svi.cdc.gov/SVIDataToolsDownload.html Pre-Combined Socio-economic Data
  • 15. o Socioeconomic Demographic Clusters o Ranks socioeconomic status from “higher” to “lower” o GA Department of Public Health o Geography: Georgia by Block Group o Uses: 25 Factors o Data Year: 2011 (2007-2011 ACS) o View online map or printable poster https://oasis.state.ga.us/gis/demographiccluster/DemoClusters2011.htm o Request or Purchase data: http://dph.georgia.gov/phip-data-request Pre-Combined Socio-economic Data For GEORGIA
  • 16. o Esri Tapestry Segmentation o Help understand customers’ lifestyle choices – identify best customers and underserved markets o Environmental Systems Research Institute :P o Geography: Nationally by all geographic levels o Uses: 67 Factors ACS and many more data sources o Data Year: 2016 o Yes 2016 read more if you like– but to view the map you need an ArcGIS Online account https://www.arcgis.com/home/item.html?id=a422e35d395743089893f08c6f4325f6 o Accessible online map by Zip Code http://www.esri.com/landing-pages/tapestry o Zip Code Boundaries and methodology created by HERE – not the same boundaries at the Census Zip Codes! Pre-Combined Socio-economic Data
  • 17. Open Tapestry from ArcGIS Online in ArcGIS for Desktop o Not very useful o Can only click and view the data o Cannot use in Geoprocessing tools o Cannot Export o Cannot view Attribute Table o Cannot even select! Womp womp 
  • 18. So much data! Predictive Demographics (see every component of this vast dataset with the Identify Tool)
  • 19. Use Esri Maps for Office http://www.esri.com/software/maps-for-office#mapsForOfficeDownload ArcGIS Online comes with ArcGIS for Desktop license Need an ArcGIS Online account to use Esri Maps for Office
  • 20. Esri Maps for Office o If concerned about consuming credits – Enrich data with caution o Scenario – I want to know Tapestry data for a bunch of addresses o Enrich the addresses? o But what geography level is going into these addresses? o Response from chat with esri tech support “When using point data, the output values are interpolated in some way based on the entire zip code” o This lead me to learning all about Zip codes – conclusion not a good idea to use Zip Codes o … A conversation for another time o Instead – get a dataset I can work with longer term for addresses again and again o Enrich by Tract or Block Group ID (or Zip Code too if you need to)
  • 21. Esri Maps for Office o Recommendation – Don’t enrich your point data o Get base layer dataset then geocode and spatial join to the data o Have control and knowledge of the geography DEMO! YouTube: https://youtu.be/IKwgS0N9XSI Tapestry Data for all the Tracts in Georgia Cost (two columns) 40 Credits Data Enrichment costs 10 credits per 1,000 records Which is only $4 ($100 = 1,000 credits)
  • 22. Send me that excel sheet or shapefile! Absolutely NOT Cannot send other organization’s data if that organization charges for data
  • 23. Case Study o What insights can I gain about a client’s customers with just the address? o Client – Homeowner Program for people that make less than $65k/year o Customer – Homebuyer o Data- Addresses for 5 years
  • 24. Workflow Get Tapestry Data by enriching polygon GEOID in Esri Maps for Office Geocode Addresses Join to Shapefile Spatial Join Frequency (Count) or don’t and use Pivot Table in Excel
  • 25. Result 16.34% 14.56% 8.56% 6.03% 5.55% 4.12% 0.50% 5.97% 8.17% 5.65% 2.62% 2.61% 9.79% 5.54% 2.24% 2.81% 2.83% 1.47% 1.72% 3.16% 1.38% 7A 4C 4A 7C 4B 10A 10E UP A ND C OMING F A MILIE S MIDDLE BURG S OC C E R MOMS A ME RIC A N DRE A ME RS H OME IMP ROVE ME NT S OUT H E RN S A T E LLIT E S RURA L BY P A S S E S GA DREAM GEORGIA USA HOMEOWNERSHIP PROGRAM Life mode 10 Common market in Georgia, but not so much with the customerOut to the TOP FIVE Segments they fall in only two Life Mode Categories 4 and 7
  • 26. LifeMode 7 Ethnic Enclaves o Established diversity—young, Hispanic homeowners with families o Multilingual and multigenerational households feature children that represent second-, third- or fourth- generation Hispanic families o Neighborhoods feature single-family, owner-occupied homes built at city's edge, primarily built after 1980 o Hard-working and optimistic, most residents aged 25 years or older have a high school diploma or some college education o Shopping and leisure also focus on their children—baby and children's products from shoes to toys and games and trips to theme parks, water parks or the zoo o Residents favor Hispanic programs on radio or television; children enjoy playing video games on personal computers, handheld or console devices o Many households have dogs for domestic pets LifeMode 4 Family Landscapes o Successful young families in their first homes o Non-diverse, prosperous married-couple families, residing in suburban or semirural areas with a low vacancy rate (second lowest) o Homeowners (80%) with mortgages (second highest %), living in newer single-family homes, with median home value slightly higher than the U.S. o Two workers in the family, contributing to the second highest labor force participation rate, as well as low unemployment o Do-it-yourselfers, who work on home improvement projects, as well as their lawns and gardens o Sports enthusiasts, typically owning newer sedans or SUVs, dogs, and savings accounts/plans, comfortable with the latest technology o Eat out frequently at fast food or family restaurants to accommodate their busy lifestyle o Especially enjoy bowling, swimming, playing golf, playing video games, watching movies rented via Redbox, and taking trips to a zoo or theme park