Annual Demographic Append

To append the Household data in ExecuTrax, follow the steps below.

Step 1 - Filter Qualified Households

• Log into to ExecuTrax.
• Set the active fileset to the most recent month-end file.
• Select the Household Level view.
• Navigate to Discovery I Research.
• If an existing filter already exists, open it, click Summary to see the number of households, confirm this quantity with your Consultant or Relationship Manager and proceed to Step 2.
• Create a filter with the following criteria:
  • Business or Retail Type Flag equals retail and
  • Head of Household Age is greater than or equal to 18 and
  • Household Name #1 is not an empty Field and
  • Household Address is not an empty Field and
  • City Name is not an empty Field and
  • State Code is not an empty Field and
  • ZIP Code is not an empty Field and
  • Undesirable Households for marketing Flag is false (optional)
• Save this filter as "Annual MARQUIS Demographics Append Filter".
• Click Summary to see the number of households and confirm this quantity with your Consultant or Relationship Manager.

Step 2 - Export Qualified Households

• Click Export
• If an existing export template already exists, open it, select activate and proceed to Step 3.
• If not, click Add.
• Name the new template "Demographics Append Template", place it in a Group called "MARQUIS Demographic Exports" and click OK.
• Click Export Type, select FoxPro 2.X data table (.dbf), and click Save
• Click Fields and select the add the following fields to the export:
  • Assigned Household Key (located under Account Maintenance)
  • Household Name #1 (located under Household Maintenance)
  • Household Address (located under Household Maintenance)
  • City Name (located under Household Basics)
  • State Code (located under Household Basics)
  • ZIP Code (located under Household Basics)
• Click Save.

• Click Browse.
• Select the location you'd like to export the file to and name it something that's easily recognizable such as "MQDemographics".
• Click OK.
• Check the Group by Households option.
• Click Activate.

Step 3 - Upload the data file to Marquis

• Locate the export file.
• Upload the file to Marquis using FTP (FileZilla is recommend). For additional information, please contact support.
• Notify your Consultant or Relationship Manager that the file has been uploaded successfully.

Step 4 - Add the Appended Demographic File to ExecuTrax

Once the file has been appended, your Consultant or Relationship Manager will reach out to you.

• Download the file from Marquis using FTP (FileZilla is recommend). For additional information, please contact support.
• Unzip the file and place it in the Import folder on the ExecuTrax server. Note that the file will be encrypted and you will be provided with a password/encryption key. We recommend using 7-Zip to extract the data.
• Log into ExecuTrax
• Set the active fileset to the daily file.
• Select the Household Level view.
• Navigate to Setup I FileShop.
• Click Add.
• Select Household Demographic Link.
• Enter a name for the appended file (i.e. 2024 Demographic Append).
• Click Save.

• Click Browse to locate your appended demographic file.
• Select the file and click OK.

• Click Next Step
• From the drop down menu, select the HKEY field so ExecuTrax can identify the Household # for each record in the file.
• Click Save.

• Once the records are uploaded, close File Shop

Step 5 - Link the Demographic File to the Daily Fileset

• From File Manager, double click on the Daily fileset
• Under the Household Demographic Link File section, choose the newly added demographic file from the dropdown.

• Click Save Changes.
• Click Validate.
• Click Close.
• Close File Manager.
• To filter on any of the appended fields, navigate to Discovery I Research.
• Click Add and you will notice a new Field Group based on the name you gave the appended file in File Shop.

For information related to quarterly demographic appends, check out the Quarterly Demographic Append article.