Design a page

The default settings in ArcGIS Insights are optimized for analysts working with their data. While effective for analysis, the smart defaults may not be the best choice for communicating results to stakeholders. In this lesson, you will apply settings to an Insights page to customize the tone and highlight what’s important in the analysis. Suggested colors and settings have been provided, but you can experiment with your own style choices as well.

Import a package

You will start by importing a workbook package into ArcGIS Insights. If you already completed the Get started with ArcGIS Insights lesson, you can reopen your workbook and skip to the next section.

  1. Download the Ottawa_cycling_accidents.insightswbk file.

    The item is an Insights workbook package containing all the data and analysis from the Get started lesson.

  2. Locate the downloaded file on your computer.
    Note:

    Depending on your web browser, you may have been prompted to choose the file's location before you began the download. Most browsers download to your computer's Downloads folder by default.

  3. Go to ArcGIS Insights and click Sign in. Sign in to your ArcGIS organizational account.
    Note:

    To access Insights in ArcGIS Online, your organization’s administrator must grant you a license for it. If you don’t have an ArcGIS account or a license for Insights, you can sign up for an ArcGIS free trial.

    Note:

    To access Insights in ArcGIS Enterprise, sign in to your portal. On the ribbon, next to your username, click the App Launcher button and choose Insights.

    App Launcher button

    You will import the package you downloaded.

  4. On the home page, click the Workbooks tab.
  5. Click Import and open the Ottawa_cycling_accidents.insightswbk file that you downloaded in step 1.

    The workbook is loaded onto your Workbook page.

  6. Click the Ottawa cycling accidents workbook to open it.

    It may take a few minutes for the imported workbook to load the first time it is opened.

Apply page and card settings

The workbook has two pages. The tabs for the Collisions by ward and Collisions by route type pages are in the workbook footer. You will start by applying settings to the first page.

ArcGIS Insights uses your organization's default basemap when you create map cards. This basemap may not be the best choice for every map. It may clash with or distract from your map layers.

You'll choose the Light Gray Canvas basemap for this report. The gray canvas basemaps provide subtle backgrounds that don't compete with your data layers. For your map, the light version is the best choice, since the data is styled so darker colors indicate higher numbers of collisions. You want the most important data to have the highest contrast with the basemap.

  1. Click the Basemaps button and choose Light Gray Canvas from the menu.

    Light Gray Canvas in the basemap gallery

    The basemap is updated. Next, you will change the color palette on the map.

  2. On the map card, click the arrow next to the layer name.

    Layer name on map card

    The Layer options pane appears.

  3. Click the Appearance tab. Change the Color palette to the beige-to-teal ramp.

    Color palette menu on the Style tab

  4. Click the Outline color drop-down arrow and choose the gray color in the first column, fifth row (hex value #ADADAD). Change the Layer transparency setting to 10%.

    Outline color and Layer transparency options

  5. Close the Layer options pane for the map.

    You can also change the symbols on the chart. You will apply colors that match the look and feel of the map but distinguish the two cards from each other.

  6. Click the combo chart to activate it, and click the Layer options button to open the chart’s Layer options pane.

    Legend button

  7. Click the Appearance tab. For Sum of Count of Collisions with cyclists, change the Symbol color value to #8C6057. For Sum of Count of Collisions, change the Symbol color value to #3B758C.

    Symbol colors on the Style tab

  8. Close the Layer options pane.

    Next you will change the background and foreground colors for the page. The foreground color is used for text, including card titles and axis labels. The card backgrounds will be changed to use the same light gray color as the basemap.

  9. Click the Page options button. On the Colors tab, enter the following parameters:.
    • For Page background color, type #C9C1BA.
    • For Card background color, type #EFEFEF.
    • For Foreground color, type #5C5346.

    Setting background and foreground colors for the page

    The card background and foreground colors are applied to all cards on the page and will be applied to any new cards created on the page.

  10. Close the Page options pane.

    The chart axes use the field name and statistic as a label by default. Next, you will edit the field names to make the labels descriptive and succinct. Since the WARD_EN field is used for both the map and the chart, you will rename that field in the Spatial Aggregation 2 dataset.

  11. In the data pane, expand the Spatial Aggregation 2 dataset in the data pane.
  12. Use the Rename field button and rename the WARD_EN field to Ward.

    The Rename field button

  13. In the data pane, expand the Combo Chart 1 dataset in the data pane. Use the Rename field button and rename the fields as follows:
    • Sum of Count of Collisions with cyclists—Collisions with cyclists
    • Sum of Count of Collisions—Total collisions

    Next you will change the layout of your cards to make room for a legend.

  14. Move the chart down on the page and move the map above it. Resize the map to be the same width as the chart.

    Map and chart cards positioned to the right

    Now you can add the map legend to the page and move it to the open area to the left of the cards.

  15. Click the arrow next to the layer name on the map.

    The Layer options pane appears.

  16. Click Pop out legend.

    Pop out legend button in the Layer options pane

  17. Click the Hide button to hide the header on the legend.

    Hide button on legend

  18. Move the legend to the open space to the left of the map card. Use the side handles to decrease the width of the legend until all entries are in a single column. Use the bottom handle to increase the height until all entries are visible.

    Completed legend

    The legend automatically uses the card background color set in the Page options pane, which matches the light gray on the basemap. Using the same background color on the legend that’s used on the map makes the symbol colors appear accurately.

Add a text box

Next you will create a text box that will be used to explain the analysis on the page.

  1. Click the arrow next to the Widgets button and choose Text and media from the menu. Move the text box below the legend, if necessary.

    Text and media button in the Widgets menu

  2. Copy and paste the following text into the text box:

    The number of fatal cycling accidents in Ottawa, Canada has increased over the past three years, which has cycling advocates calling for the city to adopt a Vision Zero policy.

    The map displays the number of accidents with cyclists for each ward in Ottawa, normalized by the total number of accidents for the ward. Wards with darker colors indicate a higher proportion of accidents with cyclists.

    The chart displays the number of collisions with cyclists (bars) and the total number of accidents (line) for each ward.

  3. Add breaks between the paragraphs in the text box, if necessary.
  4. On the text box, click the Card options button and click the Appearance button. Highlight all the text in the text box and change the font size to 16.

    Appearance button in the Card options menu

  5. Drag the bottom handle on the text box down until you can see all three paragraphs of text.
  6. Highlight the word "bars" in the final paragraph and change the font color to #8C6057 (the color used for the bars in the combo chart). If you used a different color for your bars, enter the corresponding hex value. Change the font to bold.

    Highlighted text and font settings in the Appearance pane

  7. Highlight the word line in the final paragraph and change the font color to #3B758C (or the color used for the line on the combo chart). Change the font to bold.

    The text box was added with the same default background as the legend. However, removing unnecessary boxes and outlines from your report can make it appear simpler and cleaner. Next, you'll remove the background of the text card.

  8. Click the Color options tab and change the Card background color setting to no fill.

    Card background color set to no fill on the Color options tab

  9. Click the Border options tab and change the Border style setting to <None>. Close the Appearance pane.

    Border style set to None on the Border options tab

    The text box now appears with no background fill and no border.

Configure the map card

You will now apply some final configurations before the page is complete, beginning with the pop-ups.

  1. Hover your pointer over features on the map.

    The map pop-ups show statistics, including the value of the feature and the minimum, maximum, and average values for the field. These statistics were helpful during the analysis, but they are not necessary in your report. You will remove the statistics from the pop-ups.

  2. On the map card, click the arrow next to the layer name to open the Layer options pane, and then click the Symbology tab. Under Show pop-up, click the Without statistics button.

    Legend button

    The statistics bar is removed from the map pop-ups.

    Since the page includes the map legend, you will hide the list of layers.

  3. Close the Layer options pane. Click the Layer options button to hide the layer list from the map.

    Layer options button

    You want the focus of the map to be on the downtown wards where the most accidents take place. You can do that by adjusting the default extent of the map.

  4. Zoom and pan the map until the downtown wards are central. Click the Zoom tools button.

    Zoom tools button

  5. Click the Set default extent button. On the header, click the close button to close the zoom tools.

    Set default extent button

    Now that you are finished with the toolbars on the map and the chart, you can hide the headers.

  6. Click the Hide button on the map and chart cards to hide the headers.
  7. Make any final changes to the card sizes and page layout, if necessary.
  8. Click the Save button to save your work.

    Save button

You have changed the colors and styles on your page to make it easier for your audience to focus on the important aspects of the analysis. You also added a legend and text box to help explain the analysis on the page. Next, you'll use a theme to apply the same settings to the second page to ensure you have a consistent design throughout the workbook.


Create and use a theme

An Insights theme is a collection of settings on your Insights page, including colors, card types, and card placement. A theme can be shared and applied to other pages to quickly update the settings and maintain consistency in your work. You will share the theme for the page you designed in the previous steps and apply the theme to the second page in the workbook.

Share the theme

Share the theme for a page to make it accessible on other pages or in other workbooks.

  1. On the Collisions by ward page, click the Share and edit page button.

    Share and edit page button next to Collisions by ward page

  2. From the menu, choose Share.
  3. In the Share as window, apply the following settings:
    • For Title, type Cycling report.
    • For Type, choose Theme.
    • For Tag, type Insights, Ottawa, cycling accidents, and report.
    • For Description, type A theme to create a report about cycling accidents in Ottawa, Canada. The theme includes background and foreground colors, two cards, and a text box.

    Share as window

    Note:

    You can choose to share the theme with groups, your organization, or the public. Since you are going to apply your theme to another page in your own workbook, you can keep the theme private.

  4. Click Share.

Apply a theme to a page

After a theme is shared, it can be applied to other pages. The theme will change settings such as background colors, resize and move cards to fit the arrangement in the theme, and create new placeholder cards if your page does not already have the same number and type of cards as the theme. Themes do not apply changes to map and chart symbols, basemaps, or legends.

  1. Click the tab for the second page, Collisions by route type.
    Collisions by route type tab
  2. Click the Add to page button above the data pane.

    Add button

    The Add to page window appears.

  3. Click the Themes tab.

    Themes tab in the Add to page window

    By default, the themes that you created show in the Add to page window.

  4. Choose the Cycling report theme from the previous page and click Add.

    The background color updates on the page as well as on the cards. The map and chart cards are resized and moved to the same arrangement as the first page. A text box is also added to the page.

    The legend is not moved to the correct spot above the text box, so you will do that manually.

    Note:

    Rearranging the cards may have caused the legend to be placed under the chart. This happens because the chart is ordered in front of the map card. Click the map card and press F to bring the map forward in front of the chart.

  5. Hide the legend header and resize the card so all entries are visible in a single column.
  6. Move the legend above the text box.

    The text box is transparent and has no border like the text box on the previous page. However, you still need to add text.

  7. Copy and paste the following text into the text box:

    Based on the map and chart on the previous tab, Somerset ward has the highest total collisions as well as the highest number of collisions involving cyclists.

    The map displays the accidents involving cyclists in Somerset ward based on the type of bike route the collision took place on. Symbols with two colors indicate the collision took place at an intersection between two different route types. Undefined indicates the collision was on a street without any bike routes.

    The charts display the number of collisions with cyclists in Somerset ward by bike route type and year. Darker colors on the heat chart indicate a higher number of collisions.

  8. Add breaks between the paragraphs in the text box, if necessary.
  9. Highlight the text in the text box, click the Card options button, and click the Appearance button. Change the font size to 16. Drag the bottom handle on the text box to increase the height if necessary.

Update the map and chart symbols

The map and chart are both still using the default symbols. Since the two cards are showing the same values, changing the style on one also updates the other. You will apply a custom color palette with brown, green, and blue tones similar to the color ramp used on the previous page.

  1. On the map card, click the arrow next to the Route type layer.

    The Layer options pane appears.

  2. Click the symbols in the Layer options pane and apply the colors as follows:
    • undefined#ADADAD
    • Bike Lane#B39C7D
    • Path#4682B4
    • Segregated Bike Lane#2799A3
    • Suggested Route#68A7CA

    New layer colors in the Layer options pane

    The colors on the map, chart, and legend are updated. Next, you will change the remaining symbol settings to make the symbols easier to see.

  3. In the Layer options pane, click the Appearance tab. Change the map layer style as follows:
    • Size (min-max)9 px - 9 px
    • Outline thickness0.5 px
    • Outline color#474747
  4. Hover your pointer over the features on the map to see the pop-ups.

    The pop-ups contain information on the route type, which is already available in the legend. You will remove the pop-ups.

  5. Click the Symbology tab. Uncheck Show pop-up.

    Show pop-up check box

    The pop-ups no longer display when you hover your pointer on the map.

  6. Close the Layer options pane.

    The basemap was not saved as part of the theme. You will change the basemap to match the one used on the first page.

  7. Click the Basemap button. Change the basemap to Light Gray Canvas.

Add a heat chart

In the analysis in the Get started lesson, you made a heat chart and then changed it to a stacked bar chart. For the presentation, you will re-create the heat chart to share with your audience. You can do this by copying and pasting the stacked bar chart and changing one of the copies to a heat chart.

  1. Click the stacked bar chart to activate it. Use the keyboard commands Ctrl+C and Ctrl+V to copy and paste the bar chart.
    Note:

    You may need to scroll down on the page to see the pasted card.

    The heat chart requires more space than the map and the stacked bar chart, so you will place the copied bar chart next to the map and change the original bar chart to a heat map.

  2. Move the new bar chart to the top of the page, next to the map. Resize the map card and stacked bar chart to their smallest allowable size.
  3. Resize the bottom stacked bar chart so it is the same width as the two cards above it.

    Map and two bar charts

  4. On the bottom stacked bar chart, click the Show button to show the header.

    Show button

  5. Click the Visualization type button. Choose Heat Chart from the menu.

    Visualization type button

    The stacked bar chart changes to a heat chart. The heat chart shows the year on the y-axis and the route type on the top axis.

    Next, you will update the symbols on the heat chart.

  6. On the heat chart, click the Layer options button. The Layer options pane appears.

    You can change the style to maintain consistency with the combo chart on the previous page.

  7. Click the Appearance tab. Change the settings as follows:
    • Outline color#C2C2C2
    • Color palette—Light gray to burnt orange color ramp

    Light gray to burnt orange color ramp

  8. Close the Layer options pane.

    Next, you will configure the pop-ups for the charts.

  9. Hover your pointer over the cells on the heat chart and the bars on the stacked bar chart to see the pop-ups.

    The pop-ups include the field names Year, Route type, and Count of Somerset collisions - SomersetRoutes. You will change the name of the last of these fields.

  10. In the data pane, expand the Heat Chart 1 dataset to show the fields. Rename Count of Somerset collisions - SomersetRoutes to Collisions with cyclists.

    The heat chart pop-ups are updated.

  11. Repeat the previous step for the Stacked Bar Chart 1 dataset.

    The bar chart pop-ups are updated.

    The final step for the charts is to edit the axis labels.

  12. On the heat chart, click the Card options button and click the Edit labels button.

    Edit labels button in the Card options menu

  13. Click the x-axis and change the label to Year and route type.
  14. On the stacked bar chart, change the label of the y-axis to Year and route type.

    You are almost finished with all the cards. You’ll finish the page by setting a new default extent on the map like you did on the last page and then hiding the headers for the cards.

  15. On the map card, click the Show button.
  16. Zoom in on the map until you’re happy with the extent. Click the Zoom tools button and click the Set default extent button. On the header, click the close button to close the zoom tools.
  17. Click the Layer options button to hide the layer from the map.
  18. Click the Hide button to hide the header on the map and heat chart.
  19. Save your workbook.

You have now applied the theme to a new page. You also put final touches on the page that weren’t included in the theme to ensure that the two pages have a consistent and effective design. In the final part of this exercise, you will share your pages so they can be used to report the findings of your analysis.


Share your report

In the final part of the lesson, you will make changes to the workbook banner, then share the workbook so it can be used to report your findings.

Customize the workbook banner

The banner of an Insights workbook can be customized to fit the branding or style of your workbook. You will update the workbook title and banner color for your workbook before you share it as a report.

  1. On the workbook header, click the Style workbook banner button.

    Style workbook banner button

  2. From the menu, click Customize banner.

    The Customize banner window appears.

  3. For Banner color, enter the hex value #283239. Click Apply.

    The banner updates to dark gray. You will also rename the workbook to the final name for your report.

  4. On the header, click Ottawa cycling accidents to make the title editable.
  5. Type Cycling collisions in Ottawa, Canada and press enter to apply the change.
  6. Click the tab for the Collisions by ward page to return to the first page in the workbook.
  7. Click the Save button.

Share your workbook

Insights workbooks can be shared and viewed as an interactive report. If a workbook is shared with everyone, it will be available to the public, including people without an Insights license.

  1. Copy the URL for your workbook. You will need the URL to view your report as an anonymous viewer.
  2. Click the home button to return to the Insights home page.

    home button next to workbook name

  3. Click the Workbooks tab, if necessary.
  4. Find the card for the Cycling collisions in Ottawa, Canada workbook.
    Note:

    By default, the items are sorted from newest to oldest. If you do not see your workbook, you can use the sort buttons or search for the workbook. You can also change which items you're viewing between your organization, your items, and items shared with you.

    Search for and sort items
  5. Click the Share button.

    Share button for workbooks

  6. In the Share workbook window, for Share with, select Everyone (public).
  7. Click Share.

    The workbook can now be viewed by the public, including viewers without an ArcGIS account who have access to the URL.

    If you used your workbook from the Get started with ArcGIS Insights lesson, then you'll have to share your data as well. If you imported the workbook package at the beginning of the lesson, then you can skip to step 10.

  8. Click the Datasets tab and find the Ottawa Data dataset.
  9. Click the Share button. Share the dataset with Everyone (public).

    Share button for datasets

  10. Edit the URL you copied in step 1 to replace /edit/ with /view/.

    The edited URL will resemble the URL for the following report, but with a different item ID: https://insights.arcgis.com/#/view/1b5e0f03c5b24291954b5ac7e19ecb53

  11. Copy the edited URL and paste it in a new tab or browser.

    The workbook opens in viewer mode.

In this lesson, you designed a page in an Insights workbook, shared the theme for the page, and applied the theme to a second page. You also shared your workbook and viewed the report.

You can find more lessons in the Learn ArcGIS Lesson Gallery.