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. Go to the Ottawa cycling accidents workbook item on ArcGIS Online and click the Download button. Save the downloaded file in a folder that is easily accessible.
  2. Unzip the downloaded file.

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

  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 user name, 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 unzipped in step 2.

    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, click the arrow next to the layer name.

    Layer name on map card

    The Layer options pane appears.

  3. Click the Style 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 enter the 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 chart to activate it, and click the Legend button to open the chart’s Layer options pane.

    Legend button

  7. Click the Style 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.

  9. Click the Settings button. For Background color, type #C9C1BA. For Foreground color, type #5C5346.

    Setting background and foreground colors for the page

  10. Close the Page Style pane.

    The background and foreground colors can also be changed for individual cards. You will apply a background color that will make the cards have less contrast with the page background.

  11. For the chart card, click the More button and click the Card Settings button. Change the Background Color value to #EFEFEF (the same light gray color used on the basemap). Close the Card Style pane.

    Card Settings button in the More menu

  12. Repeat the previous step for the map card.

    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.

  13. Expand the Spatial Aggregation 2 dataset in the data pane.
  14. Use the Rename Field button and rename the WARD_EN field to Ward.
  15. 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.

  16. 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.

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

    The Layer options pane appears.

  18. Click Pop out legend.

    Pop out legend button in the Layer options pane

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

    Hide button on legend

  20. 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

    You will change the background color to match the light gray on the basemap. Using the same background color on the legend that’s used on the map will make the symbol colors appear accurately.

  21. On the legend, click More and click Card Settings. Change the background color to #EFEFEF.

    Card Settings button in the More menu

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

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

    Text & Media button in the Widgets menu

  23. 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.

  24. On the text box, click the More button and click the Style button. Highlight all the text in the text box and change the font size to 16.
  25. Drag the bottom handle on the text box down until you can see all three paragraphs of text.
  26. 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 Card Style pane

  27. 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.

    Next, you'll remove the background of the text card. Removing unnecessary boxes and outlines from your report can make it appear simpler and cleaner.

  28. Click the Color Options tab and change the Background Color setting to no fill.

    Background color set to no fill on the Color Options tab

  29. Click the Border Options tab and change the Border Style setting to <None>.

    Border style set to None on the Border Options tab

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

  30. 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.

  31. On the map, click the arrow next to the layer name to open the Layer options pane, and then click the Options 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.

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

    Legend 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.

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

    Zoom tools button

  34. 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.

  35. Click the Hide button on the map and chart cards to hide the headers.
  36. Make any final changes to the card sizes and page layout, if necessary.
  37. 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 Page options button.

    Page options button next to Collisions by ward page

  2. From the menu, choose Share As.
  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.
  2. Click the Add 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 cards are resized and moved to the same arrangement as the first page. A text box is also added to the page.

    The legend does not update, so you will apply the background settings 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.
  7. On the legend, click the More button and click the Card Settings button.
  8. Change the Background Color value to #EFEFEF.

    Legend on light gray background

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

  9. 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.

  10. Highlight the text in the text box, click the More button, and click the Style button. Change the font size to 16. Drag the bottom handle on the text box to increase the height if necessary.

    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.

  11. Click the arrow next to the Route type layer on the map.

    The Layer options pane appears.

  12. 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.

  13. In the Layer options pane, click the Style tab. Change the map layer style as follows:
    • Size9 px - 9 px
    • Outline thickness0.5 px
    • Outline color#474747
  14. 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.

  15. Click the Options tab. Uncheck Show pop-up.

    Show pop-up check box

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

  16. 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.

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

    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.

  18. Click the 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.

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

    Map and two bar charts

  21. Click the Show button on the bottom bar chart to show the header.

    Show button

  22. 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.

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

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

  24. Click the Style 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

  25. Close the Layer options pane.

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

  26. Hover your pointer over the cells on the heat chart and the bars on the 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.

  27. 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.

  28. 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.

  29. On the heat chart, click the More button and click the Edit Labels button.

    Edit Labels button in the More menu

  30. Click the x-axis and change the label to Year and route type.
  31. 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.

  32. Click the Show button on the map to show the header.
  33. 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.
  34. Click the Legend button to hide the layer from the map.
  35. Click the Hide button to hide the header on the map and heat chart.
  36. 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 share the two pages you designed so they can be used to report your findings.

Share your pages

Insights pages can be shared and viewed using a URL to the page itself, or by embedding the page into HTML code, such as in a web page or story map. If a page is shared with everyone, it will be available to the public, including people without an Insights license.

  1. Click the tab for the Collisions by ward page.
  2. Click the Page options button and click Share As.

    Share As in the Page options menu

    The Share as window appears.

  3. In the Share as window, apply the following settings:
    • For Title, type Collisions by ward – Report.
    • For Type, choose Page.
    • For Tag, type Insights, Ottawa, cycling accidents, report, and wards.
    • For Description, type Analysis of the number of cycling accidents by ward in Ottawa, Canada.
    • For Share with, check Everyone (public).
  4. Click Share.

    The Page shared successfully window appears. The window includes links to view your shared page or page item, an iframe to embed the page into HTML code, and the option to schedule updates to your page.

  5. For View your shared page, click Go.

    Go button to View your shared page

    The shared page opens in a new tab in your browser. Since you shared the page publicly, the URL can be used by anyone to view the page.

    The page resembles the page you worked on in Insights, but without the capabilities to create new cards or perform new analysis. You can still interact with the existing cards.

  6. Close the page viewer and return to the browser tab with Insights open.
  7. Close the Page shared successfully window.

    Next, you will share the second page in your workbook.

  8. Click the Collisions by route type tab.
  9. Click the Page options button and choose Share As from the menu. In the Share as window, apply the following settings:
    • For Title, type Collisions by route type – Report.
    • For Type, choose Page.
    • For Tag, type Insights, Ottawa, cycling accidents, report, and route type.
    • For Description, type Analysis of the number of cycling accidents by ward in Ottawa, Canada.
    • For Share with, check Everyone (public).
  10. Click Share.
  11. Click Go to view your shared page.

    Explore your shared page, looking at the interactions. When you are finished, close the tab and return to your Insights workbook.

  12. Close the Page shared successfully window.

    Next, you will return to the home page to see the page items you just shared.

  13. Save your workbook.
  14. Click the home button to return to the Insights home page.

    home button next to workbook name

  15. Click the Pages tab.

    Pages tab

    Your shared Insights pages are displayed. The pages are displayed newest to oldest by default, so the pages you shared should be listed first.

    From the Pages tab, you can open your shared pages and manage them (for example, change the item details and change the shared status).

    Note:

    If you do not see your pages listed first, you may have changed the order in which the pages appear, or which pages you are viewing. Use the Sort button to set the order of the pages and the View items button to ensure you are viewing your own items.

    View items and Sort buttons

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 and reviewed your pages in the page viewer.

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