Explore a dashboard

First, you'll open and explore a dashboard that monitors emergency incidents in Redlands, California. This is the same dashboard that you'll create later in the lesson.

Open a dashboard

You'll sign in and open the Redlands Incident Management dashboard.

  1. Sign in to your ArcGIS organizational account.
    Note:

    If you don't have an organizational account, you can sign up for an ArcGIS free trial.

  2. On the ribbon at the top of the page, click the Search button.

    Search button

  3. In the search bar, type Redlands owner:Learn_ArcGIS and press Enter.
  4. In the search results, under Filters, turn off the option to only search in your organization.
  5. Click the title of the Redlands Emergency Dashboard by Learn_ArcGIS 2019 result. (Several results may have similar names.)

    Redlands Emergency Dashboard search result

    The dashboard's details page appears.

  6. Click View Dashboard.

    The dashboard opens.

    Note:

    The dashboard updates in real time, so your dashboard may not match the example images exactly.

    Default dashboard

    The dashboard contains a map and additional information that updates in real time as the underlying data changes. This dashboard displays simulated real-time data of emergency incidents and emergency service vehicles.

  7. If necessary, zoom in or out until you can see all of the emergency symbols. Pan the map to center all the symbols within the dashboard.

    Emergency calls and incidents

    Phone symbols represent emergency calls and other incidents. Black symbols represent emergency facilities, such as hospitals and schools. Blue, dark pink, and yellow symbols represent the current locations of police, fire, and ambulance vehicles, respectively. The red, orange, yellow, and green lines represent traffic conditions on roads. Unlike the emergency data, the traffic data is not simulated.

    Traffic conditions

    Red lines represent stop-and-go traffic, orange lines represent slow traffic, yellow lines represent moderate traffic, and green lines represent free-flow traffic. Traffic incidents are represented by yellow circles with black borders. The larger the red dot in the circle, the bigger the impact of the traffic incident.

  8. To the left of the map, under Open Incidents, click the incident at the top of the list.

    Current incident pop-up

    On the map, a pop-up opens with more information. The incident is highlighted on the map.

  9. Close the pop-up.
  10. Click any yellow ambulance symbol on the map to open its pop-up. In the pop-up window, click the Follow button.

    Follow button

    The Follow state bar appears above the pop-up. As the data refreshes and the ambulance moves to a new location, the map adjusts to keep the feature centered.

  11. On the Follow state bar, click the Pause button.

    Pause button

  12. Close the pop-up. Close the Follow state bar.
  13. On the map, click the Layers button. In the Layers window, uncheck all layers except the Reported Incidents - Dispatch and World Traffic Service layers.

    Layers window

  14. Close the Layers window.

    At the bottom of the dashboard, a bar chart shows the number of current incidents by type.

  15. On the Current Incidents by Type chart, click any colored bar.

    Incidents highlighted on the map

    The map and Open Incidents list now show only incidents of the chosen type.

  16. On the map, click the Layers button. Turn on all layers and close the Layers window.
  17. Click the Search button. For Place or Facility name, type Redlands Animal Shelter and press Enter.

    Search for Redlands Animal Shelter

    The map zooms to the Redlands Animal Shelter facility.

  18. Explore the dashboard on your own. When finished, close the dashboard.

You've explored a dashboard and now have a sense of the interaction between the map and its data, as well as how it updates over time. Next, you'll make your own map and dashboard.


Create a map

Previously, you explored a dashboard. Next, you'll create a web map in ArcGIS Online and add layers to it. The layers will be the same ones you saw in the dashboard: reported incidents, emergency facilities, emergency vehicles, and traffic. Later, you'll add this map to your dashboard.

Add layers to a new map

The map for your dashboard is created in ArcGIS Online.

  1. Sign in to your ArcGIS organizational account.
    Note:

    If you don't have an organizational account, you can sign up for an ArcGIS free trial.

  2. At the top of the page, click Map to begin a new map.

    Create new map

    Note:

    The default basemap and map extent are set by your portal or organization administrator. Yours may be different from the example image.

  3. On the ribbon, in the search box, type Redlands. From the results, choose Redlands, CA, USA.

    Search for Redlands

    The map navigates to Redlands and a pop-up opens with information about the location.

  4. Close the pop-up.
  5. On the ribbon, click the Add button and choose Search for Layers.

    Search for layers option

    By default, a list of layers shared within your organization is displayed. You'll change the search settings to find the layers you need for the map.

  6. In the search pane, click the arrow next to My Content and choose ArcGIS Online.

    ArcGIS Online option

  7. In the search box, type Redlands dashboard and press Enter.

    Search ArcGIS Online

  8. Click the Filter button. In the Filter pane, choose Only show content within map area.

    Content filtered by extent

  9. Close the Filter pane.
  10. In the search pane, click the Sort button. On the Sort pane, for Sort content by, choose Owner.

    Content sorted by owner

    Your search results are sorted by owner. It will be easier to identify results owned by esri_dashboardpub.

  11. Close the Sort pane. In the list of search results, locate the following five layers owned by esri_dashboardpub (other results may also be returned):
    • Police
    • Ambulances
    • Fire
    • Emergency Facilities
    • Reported Incidents - Dispatch

    Search results

  12. Click the name of the Reported Incidents - Dispatch layer.

    A pane opens with a detailed description of the layer and a thumbnail of the layer content.

  13. Click Add to Map.

    The Reported Incidents - Dispatch layer is added to your map.

  14. Close the Reported Incidents - Dispatch layer description pane. Add the Emergency Facilities, Police, Ambulances, and Fire layers to the map.
    Note:

    You can add the layers more quickly to the map by clicking the Add button for each layer.

    Add button

    The layers are added to the map.

    Map layers added to the map

    In addition to these layers, you'll add a layer of live traffic conditions. This layer will provide information about which streets emergency vehicles should avoid because of traffic or accidents.

  15. In the search pane, click the X next to Within Map Area to remove the filter. Delete the existing search text, type World Traffic owner:Esri, and press Enter.

    The list of search results includes the World Traffic Service layer by Esri.

    World Traffic Service search result

  16. Add the World Traffic Service layer to your map.

    The map now displays traffic conditions from the World Traffic Service. Because the data updates frequently, your traffic conditions likely differ from those shown in the example images.

  17. In the search pane, click the Back button. Click the Show Contents of Map button to open the Contents pane.
  18. In the Contents pane, point to the Emergency Facilities layer. Point to the reorder layers icon to the left of the layer name.

    Reorder layers icon

    The mouse pointer becomes a four-headed arrow.

  19. Drag the Emergency Facilities layer until it is directly above the World Traffic Service layer.

    As you drag the layer, its position is represented by a dotted horizontal line.

    The Emergency Facilities layer should be near the bottom of the Contents pane because the locations of these facilities don't change, and this layer is not as important to decision making as the other layers. By placing the layer near the bottom, the Reported Incidents – Dispatch, Police, Fire, and Ambulances layers will be more prominent on the map.

  20. Change the positions of other layers to organize them in the following order:
    • Reported Incidents – Dispatch
    • Police
    • Fire
    • Ambulances
    • Emergency Facilities
    • World Traffic Service

    Layers reordered in Contents pane

    This order reflects their importance to users making emergency response decisions.

Set the layer refresh intervals

When you work with real-time data, it's important to consider how often you want to refresh the data. You'll look at the current refresh settings on your layers and make a few changes.

  1. In the Contents pane, point to the Reported Incidents - Dispatch layer, click the More Options button, and choose Refresh Interval.

    Refresh Interval option

    The current setting is displayed. The refresh interval for this layer is set to 0.1 minutes (6 seconds).

  2. Change the refresh interval to 0.3 minutes (18 seconds).

    Refresh layer setting

  3. Set the refresh intervals for the Police, Fire, and Ambulances layers to 0.3 minutes.
  4. Check the refresh interval for the Emergency Facilities layer.

    No refresh interval is set for this layer, which is fine, because the facility locations don't change.

  5. Check the refresh interval for the World Traffic Service layer.

    The refresh interval for this layer is 5 minutes. The live traffic data is updated at 5-minute intervals, so this value is appropriate.

    Tip:

    Learn more about the World Traffic layer.

Configure pop-ups

Clicking a reported incident symbol on the map opens a pop-up with information about the incident. To make this information more accessible, you'll create elements based on the data contained in the pop-ups. These elements will be similar to the elements you interacted with earlier. First, you'll configure the pop-ups so you can see the attributes associated with the layer and control which details to display in your dashboard.

  1. Click one of the existing reported incidents, which are styled as phone icons with green backgrounds. (Your incident may differ from the one in the example image).

    Pop-up for an incident

    Information about the incident is shown in a pop-up as a list of fields and associated values. In the example image, the Contact Name field has the associated attribute value of Jen McDonald. This information is available to anyone viewing the map. It also determines the information shown in the elements in the dashboard that you'll configure later.

  2. Close the pop-up.
  3. In the Contents pane, point to the Reported Incidents - Dispatch layer, click the More Options button, and choose Configure Pop-up.
  4. In the Configure Pop-up pane, for Pop-up Title, delete the existing text. Click the Add Field Name button and choose Incident {incident}.

    Incident field name

    The pop-up title is made up of the contents of a field (indicated by the field name in braces). The fields come from the data in the layer on your map. In this case, the field name is incident. It displays the incident type. Field names work like variables, so when you click an incident on the map, its pop-up title shows the incident type for that particular report.

  5. For Pop-up Contents, click Configure Attributes.

    Configure Attributes button

    The Configure Attributes window appears. It lists the fields in the feature layer by their display state (on or off), field name (which can't be changed), and field alias (which can be changed).

  6. In the Configure Attributes window, check the Display box to select all. Check it again to clear the selection.
  7. Check the boxes for the following fields:
    • Open Date
    • Location
    • Synopsis

    The other fields will no longer appear in the pop-ups.

  8. Click OK. In the Configure Pop-up pane, click OK.
  9. On the map, click an incident to view its pop-up.

    Updated pop-up

  10. Close the pop-up.
  11. On the ribbon, click the Save button and choose Save As.
  12. In the Save Map window, for Title, type Redlands Emergency Map.
  13. For Tags, type incidents, emergency, fire, ambulances, police, traffic and press Enter.
  14. For Summary, type Map for Redlands Emergency Dashboard.

    Save Map window

  15. Click Save Map.

Configure feature search

Next, you'll configure feature search in your web map so users can find an emergency facility by searching for it by name in the dashboard.

  1. In the Contents pane, click About to display the map's details.

    Map details settings

  2. Click More Details to go to the map's item page.
  3. Click the Settings tab and scroll to the Web Map category.
  4. If necessary, in the Application Settings category, expand Find Locations.
  5. Check By Layer.

    The facility name is stored in the Name field of the Emergency Facilities layer.

  6. Click Add Layer to specify which layer can be searched.
  7. Set the following parameters:
    • For the first box, choose Emergency Facilities.
    • For the second box, choose Name.
    • For the third box choose Contains.
    • For Hint text, type Place or Facility Name.

    Application Settings

    When the map is used in a dashboard, users can quickly find emergency facilities by searching for them by name.

  8. Click Save.

You've created and configured a map to use in your dashboard. Next, you'll begin configuring the dashboard.


Create a dashboard

Previously, you created a map to go in a dashboard. A dashboard contains maps and displays for monitoring situations in real time. Like maps, layers, and other items, dashboards are stored in your ArcGIS Online organization.

Create a dashboard and add a map element

You'll create a new dashboard using the Operations Dashboard app. Once you create it, you'll add a map as the first component. Each component of a dashboard is called an element.

  1. If necessary, sign in to ArcGIS Online and open your Redlands Emergency Map.
  2. On the ribbon, click Share.

    Share map

  3. In the Share window, click Create a Web App.
  4. In the Create a New Web App pane, click the ArcGIS Dashboards tab.

    Options for the title, tags, and description of your dashboard appear.

  5. Add the following information:
    • For Title, type Learn ArcGIS - Redlands Emergency Dashboard.
    • Leave the tags unchanged.
    • For Summary, type Dashboard showing emergencies in Redlands, California.
    • For Save in folder, choose a location of your choice.
  6. Click Done.

    The dashboard opens in your browser window and displays the Redlands Emergency Dashboard.

    Redlands emergency Dashboard

    Note:

    You can also create dashboards from your ArcGIS Online home page or the Operations Dashboard home page.

Configure map tools

Maps typically offer a number of tools to users. For example, users may be able to search for locations, add bookmarks, or change basemaps. In this section, you'll choose the tools that will be available to users of the dashboard.

  1. Point to the upper left corner of the map. On the toolbar, click the Configure button.

    Configure map tools

  2. On the Settings tab, turn on the following options:
    • Default Extent and Bookmarks
    • Layer Visibility
    • Basemap Switcher
    • Search
    • Zoom In/Out

    Map settings

  3. Click Done.

    Map tools

    The map tools that you've configured are displayed. The hint text in the Search tool matches the hint text that you entered when you configured feature search for your map.

Configure dashboard settings

Next, you'll change the color of the dashboard elements, borders, text, and tabs.

  1. In the upper right of the Dashboards window, click the Settings button.

    Settings button

    The Dashboard Settings pane appears. This pane contains options to change the theme and colors of your dashboard.

  2. On the Theme tab, change the settings for Dashboard Background Color and Element Background Color to a dark shade of grey (Hex #ADADAD or Gray68).

    Make dashboard settings

  3. Click Done.

    The settings are applied.

  4. In the upper right of the Dashboards window, click the Save button.

The map now has the tools and capabilities you want. Users can turn layers on and off, change basemaps, and search for emergency facilities by name.


Configure elements

Previously, you configured the map elements. Next, you'll add more elements to help users monitor emergencies in real time. These elements are also known as widgets. You'll add a summary of the current number of incidents, a list of open incidents, incident details, and a bar chart showing incidents by type. When you're finished, your dashboard will look like the one you explored in the first module.

Configure the dashboard header

Header panels serve many purposes, but they are also home to selectors (category, number, and date) that are very useful for interacting with the map. You'll configure the dashboard header.

  1. On the dashboard application title bar, click Add.

    Elements such as the header and left panel can only be added once, but the remaining elements can be added as many times as needed. For this dashboard, you'll add a header panel, left panel, map, list, and chart elements.

  2. Choose Header.

    Header option

  3. In the Appearance panel, for Size, choose Small.
  4. For Title, type Redlands Emergency Dashboard. Leave the other settings unchanged.

    Appearance parameters

  5. Click Done.

Add a category selector

Next, you'll add a category selector for all emergency facilities.

  1. Point to the upper left corner of the header and click the Add Category Selector button.

    Add Category Selector button

  2. In the Category Selector pane, for Categories From, choose Features.

    Selector Options

    The Select a layer window appears.

  3. For Select a layer, choose Emergency Facilities.

    Select a layer

    The default field configured in the web map is used as the Line Item Text parameter. Because the default field is the facility name, there is no need to change anything. Next, you'll add more options.

  4. In the Category Selector pane, under Selector, turn on None Option.
  5. For Label for None, type All Facilities.

    Selector settings

  6. In the left pane, click the Actions tab.
  7. Click Add Action and choose Flash.
  8. For Add Target, choose Map (1).

    Next, you'll add an action to zoom to the Redlands Emergency Map.

  9. Click Add Action and choose Zoom. For Add Target, choose Map (1).

    Flash and zoom actions

  10. Click Done.

    The selector is added as a list on the header panel. If an emergency facility is selected, the map will pan to and center on the facility and the facility location will flash.

    Selector added to dashboard

  11. Click Save.

Add an incident count

Next, you'll add an incident count indicator, so users can see at a glance how many incidents are open at a given time.

  1. On the dashboard application title bar, click Add and choose Indicator.

    Indicator option

    The Indicator pane opens.

  2. For Layers from 'Redlands Emergency Map' map, choose Reported Incidents - Dispatch.
  3. On the Data tab, for Data Options, confirm that Value Type is set to Statistic and Statistic is set to Count.

    Because users are most likely only interested in open incidents, you'll configure the indicator to only show the total count of open cases.

  4. Click the Filter button. For Field for the condition, choose Operational Status.
  5. Confirm that equal is the operator type. For Select a value, choose Open.

    Indicator filter

  6. Click the Indicator tab.

    The Indicator Options pane opens. It contains settings to control the color, text, and icons displayed by the indicator.

  7. For Middle Text, leave the default text unchanged. Click the color palette next to Fields{} and choose the green color with the hex value #267300.

    Indicator Options pane

  8. For Bottom Text, type Current Incidents.
  9. Click Done.

    The indicator element is added to the dashboard, but it's larger than you want it to be. You'll adjust the layout and positioning of the elements once a few more are added.

    Dashboard with incident count

    As incidents open or close, this element will update in real time to show the exact number of incidents that are open at a particular moment.

Add a list of incidents

Your users may want to focus on the most recent incidents. The map element is not the best interface for this purpose: it can be difficult to see when and where the most recent incident appeared. A list element provides users the functionality to sort incidents by date and time so recent incidents can be readily identified.

  1. On the dashboard application title bar, click Add and choose List.
  2. In the List pane, choose Reported Incidents - Dispatch.
  3. On the Data tab, for Sort By, click Sort.
  4. In the Sort By group, choose the Open Date field and choose Descending.

    Descending list

    The list element will sort open incidents according to their values in the Open Date column of the Reported Incidents - Dispatch layer. The descending sort order means that the most recent incidents will be shown on top.

    Now you'll make the list match the Indicator, showing only the open incidents. You'll use the same method you just used for the Indicator.

  5. Click the Filter button and choose Operational Status.
  6. Confirm that equal is the operator type. For Select a value, choose Open.

    The list will show only open incidents.

  7. In the left pane, click the List tab.

    The list uses the default display field as set by the map layer. This field can be changed to provide more meaningful information.

  8. Click the insert button and choose Incident.

    Incident field

    Note:

    The list of field names shows both an alias and the actual field name. For example, Contact Name is an alias for the pocname field. Field names in this context behave like variables: the title of each incident in the list changes according to that incident's description.

  9. Add a second line by pressing Enter in the text box. Add the Open Date field to the second line.
  10. Using the formatting options in the Line Item Text group, make the Incident field text bold and the Open Date field text italicized.

    List field formatting

    The Preview pane shows what the element will look like. The sort order has already been configured so that the most recent incidents will be at the top.

  11. Click the General tab.
  12. For Title, click the Edit button. In the text box, type Open Incidents.
  13. If necessary, in the General Options list, scroll to the Last Update Text option.

    In this case, the dispatch data is constantly refreshed, so it makes sense to leave this option checked. If your data is static, you may consider turning this parameter off to save space on the screen.

    For the incident list, when a user clicks an incident, you want the map to flash the location and show more information about the incident. You'll configure two actions to achieve this behavior.

  14. In the left pane, click the Actions tab.
  15. In the When Selection Changes group, click the Add Action button and choose Show Pop-up.
  16. Click the Add Action button and choose Flash. Click Add Target and choose Map (1).
  17. Click the Add Action button and add the Pan action. Click Add Target and choose Map (1) to recenter the map at the location of the incident.

    List actions

  18. Click Done.

    The list is added to the dashboard. It takes up a large portion of dashboard. Later, you'll resize it and the other elements.

    Dashboard with list

    If you click a list item, a pop-up appears on the map and remains until it is closed by the user. Also, the selected incident location flashes three times. As the status of open incidents changes, this list will update in real time, so users can easily find the most recent incident and receive information about it.

Add a chart of incident types

The indicator element tells the user how many incidents are open at that moment. The list element displays and orders the open incidents by date and time. The map element shows the current location of the incidents. However, you can't tell at a glance how many incidents belong to which type. A serial chart element solves that problem.

  1. On the dashboard application title bar, click Add and choose Serial Chart.
  2. In the Serial Chart pane, choose Reported Incidents - Dispatch.

    The Serial Chart element configuration window appears.

  3. If necessary, on the Data tab, click the Grouped Values button.
  4. For Category Field, choose Incident.

    Serial Chart settings

    The preview pane updates as you configure the serial chart.

  5. Click the Series tab. For Bar Colors, choose By Category.

    When you choose this setting, the section expands, revealing an option to select a different color ramp.

  6. Click Apply Colors and choose the third color scheme from the top.

    Apply Colors color scheme

    The serial chart preview updates with the chosen color ramp.

  7. On the General tab, click the Edit button. For Title, type Current Incidents by Type. Center the title text and choose the Heading 2 formatting.

    General Options settings

    Charts can also be the source of actions. In this case, you'll filter the map display to only show incidents of a certain type.

  8. Click the Actions tab. On the Actions pane, for When Selection Changes, click the Add Target button and choose Reported Incidents - Dispatch.
  9. Click Add Target and choose List (1). Click Add Target and choose Indicator (1).

    Actions settings

    When a user clicks a bar in the chart, the associated incidents will be shown on the map and the other elements will be filtered accordingly.

    This bar chart will update in real time as different types of incidents open and close. Users will know which types of incidents are currently open.

  10. Click Done.

    Next, you'll rearrange the dashboard elements.

  11. Point to the upper left corner of the bar chart element. Drag and dock the bar chart element under the map.
  12. Point to the upper left corner of the indicator element. Drag and dock the indicator element above the list element.
  13. Drag the right edge of the list and indicatgor elements to reduce their size to a quarter of the total size of the dashboard.
  14. Drag the upper edge of the bar chart element to reduce its size to a quarter of the total size of the dashboard.
  15. If necessary, pan and zoom the map so that Redlands is centered in the display.

    Arranged dashboard elements

    Note:

    To change an element's settings after it has been added to the dashboard, point to the Settings bar in the element's upper left corner and choose Configure.

Save and share your dashboard

Your dashboard is now configured with the necessary elements. Next, you'll stop editing and share the dashboard with the appropriate people.

  1. On the ribbon, click Save.
  2. On the ribbon, click Home and choose Dashboard Item Details.

    Dashboard Item Details option

    You can share your dashboard either with members of your organization or with everyone. Because this dashboard is meant for use by city authorities, and not the public, you'll only share it with your organization.

  3. Click Share.
  4. In the Share pane, check the boxes next to your organization's name and click OK.
    Note:

    If you choose the Everyone option, your users will not have to sign in to open and use the dashboard. When you share a dashboard, like other ArcGIS Online items, the maps and layers it uses must be shared in the same way as the dashboard itself. In this case, all the layers are public (shared with everyone), but the Redlands Emergency Map you created for the map element is private.

Your dashboard is complete. You configured elements to help users monitor emergencies in real time and saved and shared the dashboard with your organization and the wider ArcGIS community.

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