Explore the data
To better understand trends in permit activity in Montgomery County, you'll create a workbook in ArcGIS Insights and add a dataset of permits issued since 2010. However, before you begin your analysis, it's important to explore your data and understand what it shows and does not show. You'll familiarize yourself with the data's attributes, sort the data by type, and visualize spatial and temporal trends. In doing so, you'll gain context for your analysis and know exactly which questions you still need to ask to find out why growth is occurring where and when it is.
Begin a new workbook
First, you'll sign in to Insights in ArcGIS Online and begin a new workbook. You'll download and add Montgomery County permit data to your workbook for analysis.
- Download the Commercial_Permits_since_2010 compressed folder.
- Locate the downloaded file on your computer. Right-click the file and extract it to a location where you can easily find it, such as your Documents folder.
- Sign in to your Insights Online account.
To access Insights in ArcGIS Online, your ArcGIS organization's administrator must grant you a license for it. If your organization does not have Insights licenses, you can sign up for a free trial.
If this is your first time using Insights, the Welcome to Insights window appears with a list of things you can do with Insights.
- If necessary, in the Welcome to Insights window, click Skip.
- Click the Workbooks tab.
- Click New workbook.
The Add To Page window appears. In this window, you can choose a dataset to add to your new workbook. You can choose data hosted in your ArcGIS organization, data in a file on your computer, or data from Living Atlas. You will add local data from a Microsoft Excel workbook.
- In the left pane, click Files.
- Click Browse my computer. Browse to the extracted Commercial_Permits_Since2010 folder and double-click CommercialPermits2010.xlsx.
- In the Selected Data pane, click Add.
The dataset is added to a new card in your workbook. You use cards and pages to organize information in a workbook. Each page can contain multiple cards, and each card can contain a map, chart, or table. You'll rename your workbook, page, and cards with more meaningful names.
- Click Untitled Workbook, type Commercial Permits: Montgomery County, MD, and press Enter.
- Click Page 1, type Data Exploration, and press Enter.
- In the data pane, point to Commercial Permits since 2010.ComPermits2010 and click Rename dataset.
- Type Commercial Permits since 2010 and press Enter.
- Point to Commercial Permits since 2010, click Dataset Options, and choose Enable Location.
- In the Enable Location window, for Location type, confirm that Coordinates is chosen. For X (Longitude), confirm that LONGITUDE is chosen, and for Y (Latitude), confirm that LATITUDE is chosen. For Spatial reference, confirm that 4326 - GCS WGS 1984 is chosen.
- Check Repeat identical features.
- Click Run.
When the Enable Location tool finishes, a new Coordinates attribute is added to Commercial Permits since 2010.
- In the data pane, click the arrow next to Commercial Permits since 2010 to expand its attributes. Drag the Coordinates attribute to your page and onto the Map drop zone.
You can also select the field and click the Map button above the data pane to create a map card.
A map card titled Card 1 is added to the workbook.
- Click a blank area on your page to deactivate the card.
Click Card 1, type Map of Commercial Permits, and press Enter.
- Click the Save button.
Add a table and chart
Now that you've added the permit data, you'll explore its contents. Geographic data doesn't only contain information about location; it can also include other attributes not seen on a map. The left pane, called the data pane, lists your data and can also be used to explore these attributes.
To visualize important attributes, you can add them to a new card as a map, chart, or table, depending on what kind of data the attribute contains. Two attributes of interest to Montgomery County are the use code and status of each permit. Use codes describe what kind of building the permit is for, while status describes whether the permit has only been issued or whether all required inspections have been completed. You'll add one attribute as a table and the other as a chart.
- If necessary, in the data pane, click the arrow next to Commercial Permits since 2010 to expand its attributes.
The permit data contains a long list of attributes. Some attributes have self-explanatory names, while others may have names that can be difficult to understand without context. The icon next to each attribute indicates the type of data it contains.
- Scroll near the bottom of the list of attributes. Drag the USE_CODE field to the blank area next to the map card and release it on the Table drop zone.
A new card is created. It shows the number of permits for each use code and the total number of permits. You'll sort the table to see which categories have the highest count.
- In the table card, click the sort arrows next to the COUNT of Commercial Permits since 2010 column.
The table is sorted from lowest count to highest count, which isn't what you want.
- Click the sort arrows again.
Now the table is sorted from highest count to lowest count. The most common use code, Business Building, has almost twice as many permits as the second highest, Multi-family Dwelling. The top four use codes together comprise the majority of all permits, so these use codes may be the most important to focus on in your analysis later.
- Click anywhere outside the table card to deselect it. Then, rename the card Permits by Type.
You'll also create a card to show permits by status. There are only four permit statuses: Issued, Finaled, Open, and Stop Work. To visualize the number of permits for each status, you'll create a treemap.
- In the data pane, scroll to the top of the list of attributes. Drag the STATUS field to the Chart drop zone and onto Treemap.
The new card shows the four permit statuses as a treemap, with the size of each status determined by the number of permits.
After generating an initial chart, it is possible to update and modify the chart type on the card.
- In the Treemap chart card, click the Visualization type button and choose Donut Chart.
The card updates to display the permit status as a donut chart.
The vast majority of permits are either Issued or Finaled. Finaled permits are issued permits that have also had the requisite inspections performed.
- Deselect the card and rename it Permits by Status.
Currently, your map card only shows permits with a single symbol. However, it's helpful to visualize the spatial distribution of permit attributes. You'll change the map so that each permit's symbol represents its status.
- In the data pane, drag the Status field onto the map card.
The symbology changes.
Your map colors may vary.
- In the upper right corner of the map card, click the arrow next to STATUS.
The Layer options window, which contains a legend, appears. The color for each permit status matches the colors in the donut chart. Because the map card and chart card are based on the same attribute, the two cards are linked.
Next, you'll explore the spatial distribution of specific status types or use codes.
- Close the Layer options window.
- In the Permits by Status card, click the donut chart segment for the Open status.
The map changes to highlight permits with the open status.
- In the Permits by Type card, click the Townhouse use code.
As with the donut chart, only townhouse permits are highlighted.
- Click the Townhouse use code again to deselect it.
The map shows all permits again.
Clean up the data
Before you begin analysis of your data, you'll hide attribute fields you don't intend to use, rename fields with unclear names, and filter your dataset to only show permits with the four most common use codes. These changes won't permanently affect the original dataset, but they will make the data easier to work with and understand.
- In the data pane, scroll to the bottom of the list of attributes. While pressing Ctrl, click each of the following fields to select them:
These attribute fields describe aspects of the data that aren't important for your analysis. You'll hide these fields.
- Scroll to the top of the list of attributes, click the Dataset options button, and choose Hide Selected Fields.
The fields are no longer listed. You can show the fields again by choosing Show Hidden Fields. Next, you'll rename some of the attribute fields with shortened or unclear names so that their names are more descriptive.
- Scroll to the bottom of the list of attributes, point to the DESCRIPTIO field, and click the Rename Field button.
- Change the name of the field to Description and press Enter.
- Rename BLDGAREANU to Building Area and rename DECLVALNU to Declared Value.
There are other fields that you may want to either rename or remove, but for the purposes of this lesson, these are enough. Next, you'll filter the permits to reduce the number of records in your analysis. As you saw previously, there are four types of permits that comprise over half the total number of permits. Focusing your analysis on only these four types will reduce the amount of data to analyze without ignoring the most important types of development. To remove the other use codes, you'll create a filter.
- In the data pane, point to the USE_CODE attribute field and click the Dataset filter button.
The Filter by USE_CODE window appears. Unchecked attributes will be hidden in the dataset.
- Click the arrows button and choose Count: Highest to lowest.
- Uncheck Select All to uncheck all attributes. Then, check the boxes next to the four highest count categories (Business Building, Multi-family Dwelling, Commercial Miscellaneous, and Mercantile Building).
- Click Apply.
The dataset is filtered. The map card, the table card, and the chart card all change to reflect only permits with the four selected use codes. Instead of more than 11,000 permits, the data displays about 7,500.
- Save the workbook.
Visualize temporal and spatial trends
Your data shows permits, but what do these permits say about when and where growth is happening in the county? Your data also contains temporal attribute fields, such as ADDED_DATE, which indicates when a permit was first added to the system. The field has several subfields that break down the data by year, month, and even hour. You'll create chart cards for the year, month, and day subfields to visualize patterns in permit activity over time. Then, you'll symbolize your map card as a heat map to see the highest spatial concentrations of permits.
- In the data pane, under ADDED_DATE, drag the Year field to the Chart drop zone and create a bar chart.
The bar chart is added to the workbook page.
The chart shows the number of permits issued each year since 2010. (The year 2017 has significantly fewer permits because the dataset only covers part of 2017.) You can compare the number of permits visually by the size of each bar, or you can point to a bar to see the exact number of permits for that year. The dotted red line shows the average number of permits per year: 939. Although some fluctuation occurs from year to year, most years had similar permit activity.
- In the data pane, under ADDED_DATE, drag the Month field onto the same bar chart card.
The bar chart changes to show the number of permits issued by month. Based on the chart, the highest permit activity occurs in June and July.
- Under ADDED_DATE, drag the Day of week field onto the same bar chart card.
Almost all permit activity occurs on weekdays. Government offices are closed on weekends, so few permits are issued then.
Another way to view permits over time is to display a timeline of activity, rather than categorize by either year, month, or day. A timeline, also called a time series graph, will emphasize patterns in the total distribution of permit activity over time. You'll remove the existing bar chart and replace it with a time series graph.
- In the bar chart card, click the More button and choose the Delete button.
- In the data pane, drag the ADDED_DATE field to a blank area of the workbook page and release it on the Time Series drop zone.
Because the ADDED_DATE field is a date/time field, the types of cards you can create with it are different. The Time Series drop zone replaces the Chart drop zone.
The time series graph is added to the workbook. However, the default card size is too small for a long timeline. You'll resize the card to better visualize the data.
- Drag the center-right handle of the time series card until the card is the length of two cards.
- Click outside the card to deselect it. Then, rename the card Permits over Time.
Point to a specific point on the line to see that point's count of permits.
With the chart expanded, patterns and outliers are easier to detect. For example, a huge spike in permit activity occurred in mid-2011. What caused this spike? Is it an increase in overall permit activity, or is it mostly an increase in a certain type of permit? You'll group the time series card by use code to answer these questions.
- Select the time series card. Click Group by and choose USE_CODE.
The time series splits into four distinct lines, one for each of the four major use codes. Only one of the four lines contains the large spike in 2011, indicating that the spike was caused by an increase in a specific type of permit.
- In the time series card, click the Legend button.
Based on the legend, permit activity spiked in 2011 due to a sharp increase in the number of multi-family dwelling permits issued. This likely means that there was large residential growth in 2011.
You've investigated some temporal patterns in your data. Next, you'll look at spatial patterns. Are there certain areas in the county that have experienced a relatively high degree of permit activity? Was the 2011 spike in residential permits in a specific location? To find out, you'll change the symbology of the map card to show hot spots, or areas with concentrations of points.
- In the map card, click the arrow next to the layer name (STATUS). In the Layer options window that appears, click the Options tab.
The window displays style and symbology options.
- For Symbol type, choose Heat Map.
The map card changes to show hot spots.
The bright yellow areas are where there is a high concentration of permits. The highest concentration areas are in the southeast and northwest corners of the county, which correspond to the major population centers of Germantown and the suburban communities near Washington, D.C. Next, you'll see if the 2011 permit spike corresponds to a specific area of the map.
- Close the Layer options window.
- In the Permits over Time card, click the spike during mid-2011 to select it.
Because cards are interconnected, when you select data in one card, it highlights related data in the map. In this case, the heat map changes to show the hot spot in the northwest part of the county, near Germantown.
Based on your exploration, it seems as though a large spike in residential growth occurred in the area near Germantown during the summer of 2011. Now that you have a better idea of where and when growth is occurring, you know what questions you still need to ask to find out why growth is occurring.
- Click the Permits over Time card again to deselect the spike in permits. Save the workbook.
In this lesson, you created a workbook in Insights and added permit data for Montgomery County, Maryland. You explored the data on a map and through tables and charts. Then, you visualized some of the spatial and temporal trends in the data. Next, you'll perform analysis functions on your data to gain new insight into why development is happening and where you can expect future development to occur.
Previously, you explored your data and learned a little about the spatial and temporal trends of permit activity in Montgomery County. In this lesson, you'll move beyond exploration and run spatial analysis tools to answer specific questions that can't be answered by the data itself. In particular, you want to know why permits spiked in Germantown in 2011 and predict where future permit spikes—and, by extension, future growth—are likely to occur.
First, you'll aggregate the points by ZIP Code Tabulation Area (ZCTA). You'll enrich each ZCTA with demographic information and learn more about the demographic conditions that led to such rapid growth in such a short time. Once you determine why growth occurred where and when it did, you'll locate other ZCTAs with similar demographic characteristics to predict future growth.
It can be difficult or even impossible to run certain analysis functions on a point dataset, especially analysis functions based on spatial demographic data. You'll aggregate the points based on ZCTA, using data from a compressed shapefile that you downloaded in the first lesson. Before you aggregate the points, you'll change the map's symbology back to individual symbols for each point.
- If necessary, open your Commercial Permits: Montgomery County, MD workbook in Insights in ArcGIS Online.
- In the map card, open the Layer options pane. On the Options tab, change the Symbol type to Location (Single Symbol).
- Close the Layer options pane.
You'll also expand the size of the map card to see the data in more detail.
- Drag the lower right handle of the map card until the card covers most of the workbook page.
To aggregate points by ZCTA, you need both the point layer and the ZCTA layer.
- Above the data pane, click Add.
The Add To Page window appears. You previously used this window to add the permit dataset to your workbook when you created it.
- In the left pane, click Files.
- Click Browse my computer. Browse to and double-click the compressed shapefile (cb_2018_us_zcta510_500k_MD.zip).
- Click Add.
The cb_2018_us_zcta510_500k_MD layer is added as a new item in the data pane.
- Rename the layer ZCTA - Maryland.
Next, you'll use this layer to aggregate permit points.
- Drag the ZCTA - Maryland layer onto the map card and release it on the Spatial aggregation drop zone.
The Spatial Aggregation pane appears. By default, the parameters are set to use ZCTA - Maryland as the area layer, the permits as the layer to be aggregated, and the layer style to be based on permit count. These parameters are exactly what you want.
- In the Spatial Aggregation pane, click Run.
The analysis runs. When it finishes, a new layer called Spatial Aggregation 1 is added to the data pane, and the map is updated to be styled by the Count of Commercial Permits since 2010 field.
The new layer looks like a point layer, but it's actually a polygon layer with a graduated symbol. Each graduated symbol represents the number of permits per ZCTA. Larger symbols indicate ZCTAs with more permits.
- Point to a ZCTA on the map.
When you point to a ZCTA, a pop-up opens with the exact count of permits and a comparison bar that compares the count to the average count (178), the minimum count (1), and the maximum count (732).
These statistics are also summarized in the info page for each card.
- In the map card, click the Info button.
The card flips over and reveals some basic statistics about the data.
- After you finish reviewing the statistics, click the back arrow to flip the card.
Although most of the large point symbols on the map are in the southeast corner, near Washington, D.C., there are a few large points in the northwest. In particular, there is a very large circle in the ZCTA located east of Germantown.
This ZCTA has 517 permits, the highest in this area. Additionally, this area geographically corresponds to the hot spot you identified in the previous lesson. This ZCTA is one that you'll focus on when you enrich your layer with demographic data.
Enrich the data
Are there demographic characteristics about the ZCTA that contributed to its high growth? If so, are there other areas with those characteristics that may experience growth in the future? To answer these questions, you'll use the Enrich Data analysis capability, which adds demographic attributes of your choice to your data. Specifically, you'll add Tapestry information to each ZCTA. Tapestry is a summary of many demographic and socioeconomic variables, including age groups and lifestyle choices. It'll teach you more about the types of people who live in your area of interest and help you better understand the reasons why growth happened where it did.
- In the map card, click the Action button.
The map card must be selected for the button to appear.
The Analytics pane appears. It has two tabs. The Spatial analysis tab is the best choice when you know which analysis capability you want to use, while the Find answers tab will guide you to an analysis capability based on the questions you want answered.
- On the Spatial analysis tab, click Enrich Data.
The Enrich Data tool has two parameters. The first is the layer you want to enrich, which, by default, is your aggregated ZCTA layer (Spatial Aggregation 1). The other parameter is the demographic data you want to add.
- For Select lifestyle and demographic data, click Open data browser.
The Data Browser window appears. By default, it searches for global data.
- Click the arrow next to Global and choose United States.
Data is organized by type, with categories including population, education, and income.
- Click Tapestry.
There are multiple Tapestry variables. Many of these variables provide the count of people or households that correspond to a specific Tapestry category. You want the name of the dominant Tapestry segment for the entire ZIP Code.
- Under Choose a Popular Variable, check 2019 Dominant Tapestry Segment Name (Esri).
Tapestry data updates periodically. You can select the most recent data available to you. If the variable doesn't appear in the list of popular variables, you can search for it by name.
You have the option to enrich the data with multiple variables at once, but this variable is enough.
- Click Apply.
The Enrich Data pane adds a new parameter, Review data. This parameter contains the selected variable Dom Tapestry Segment Name.
- In the Enrich Data pane, click Run.
Enrich Data runs and a new layer is added to the data pane and map card. To better view the results, you'll temporarily turn off the aggregated permits layer and change the symbology of the enriched ZCTA layer.
- In the map, click the Count of Commercial_Permits_since_2010 layer symbol to turn it off.
- Click the arrow next to the Enrich 1 layer. In the Layer options pane, click the Options tab.
The symbol for this layer is currently the same for each ZCTA. You'll symbolize each ZCTA based on the attribute field with which you enriched the layer.
- Under Style by, choose Dom Tapestry Segment Name.
- Close the Layer options pane.
The colors chosen for each Tapestry segment are random. Your map may differ from the example images.
- Point to some of the ZCTAs.
Not only has the symbology changed, but now the Tapestry segment is displayed when you point to a ZCTA. The Tapestry segments have names such as Boomburbs and Savvy Suburbanites. You can look up more information about each segment, including its specific demographic characteristics, on the Tapestry Segmentation help page.
- Click the Count of Commercial Permits since 2010 layer symbol to turn it back on.
Because the Tapestry layer is transparent, the aggregated point symbols are visible for each ZCTA. What Tapestry segment is dominant for the area 398 where major growth occurred?
- Point to area 398.
According to the pop-up, Enterprising Professionals is the dominant Tapestry segment for the ZCTA. Enterprising Professionals tend to live in condos, townhomes, or apartments, and the housing in these segments tends to be new, with 25 percent of the housing built after 2000. This description may explain why the area saw such a rapid increase in permits for multifamily dwellings in 2011. It's possible that other ZCTAs with similar demographic profiles may experience rapid growth in the near future.
The pop-up displays how many tapestry segments are in the area. In this case, there are 42 total segments and out of that, 9 of them are Enterprising Professionals.
- Point to the ZCTA directly north of area 398.
The segment, area 313, is also Enterprising Professionals. However, its number of permits has been relatively low since 2010. The county may be able to anticipate a similar spike in permit activity in this area.
Again, your data and map colors may vary; Tapestry is updated periodically.
- Save the workbook.
Although Tapestry segments are based on several demographic characteristics, you could also perform this analysis with other variables. For instance, you could determine if there is a correlation between high permit activity and high population growth. Is a young population or a high income level a stronger indicator of growth? You can answer these questions and others with the analysis tools at your disposal. For the purposes of this lesson, however, your results are satisfactory.
Share your work
You've analyzed your data and come to a couple of conclusions about your data. Next, you'll share your results online. Currently, your result layers are temporary datasets stored only in your Insights workbook. Sharing your data will make it easier for county officials to use your data in other ArcGIS applications and communicate key information to the public. In particular, you'll share your work to ArcGIS Online. First, you'll share your enriched ZIP Codes dataset as feature layers that can be added to any web map. Then, you'll share your time series graph of permits issued over time.
- In the data pane, expand the Enrich 1 layer.
The layer contains fields for both the count of permits per ZCTA and the dominant Tapestry segment—basically all of the result data you created in your analysis. You'll only need to share this layer, not the original aggregation layer.
- Next to the layer name, click the Dataset options button and choose Share Data.
The Share Data window appears. Before you share your data, you'll give it appropriate metadata so people who want to use your dataset will have a better understanding of what it contains.
- Change the Title field to Commercial Permits Enriched Count by ZCTA.
- For Description, type (or copy and paste): The top four categories of commercial permits for Montgomery County, Maryland, aggregated by ZIP Code and enriched with the dominant Tapestry segment.
- Add the following tags: Montgomery County, Permits, Planning, Tapestry.
Currently, you only want county officials to see your data, so you'll share with your organization.
- Under Share with, check the box for your organization.
When the county is ready to publish the data publicly, you can change the sharing options so everyone can access the dataset.
- Click Share.
After a few moments, the data is shared. In the data pane, a note is added to the layer to indicate that it has been shared.
- Click Open item.
The layer's item page opens in ArcGIS Online in a new browser tab. You can add the layer to a web map or download it. You can also access the layer through your Content page in ArcGIS Online or the home page in Insights.
- Close the item page and return to the workbook.
You'll also share the time series graph that shows permit activity over time for each of the four major permit types. You can share any card in your workbook by sharing the page it's on. Doing so will also share every other card on the page, but you only want to share the time series graph. You'll create a page with only the time series on it.
- Drag the time series graph to the New page button.
A new page, called Page 2, is added to your workbook with the time series graph.
- Rename the page Commercial Permits over Time.
- Save your workbook.
- Click the arrow next to the Commercial Permits over Time page name and choose Share Page.
As before, you can add metadata to your data before you share it.
- Change the following parameters:
- For Title, type Commercial Permits over Time
- For Description, type (or copy and paste) Time series chart of the top four use codes for commercial permits in Montgomery County, Maryland.
- For Tags, create the tags Montgomery County, Permits, and Planning
- For Share with, check the box next to your organization.
- Click Share.
After a few moments, your page is shared. You can access your page as a read-only item in Insights, open its item page, or copy an <iframe> to embed in HTML code.
- Under View your shared page, click Go.
A new browser tab appears. It contains a simplified view of the page you shared. Your chart retains its interactive functionality, and you can point to specific parts of the chart to learn more. Because the page has only one element, it may lack context. You can also copy the <iframe> code and use it to embed the time series into a web page, story map, or other HTML code.
In these lessons, you used Insights to explore and analyze permit data for Montgomery County, Maryland. You answered questions about your data's spatial and temporal trends and located areas of the county with rapid growth. You compared your findings with demographic data, came to conclusions about the possible causes of growth, and even predicted an area that may experience similar growth in the future based on shared demographic characteristics. With Insights, you can perform a similar workflow on any of your data to better understand what it contains and what questions it can answer.
You can find more lessons in the Learn ArcGIS Lesson Gallery.