Insights for ArcGIS - Share your analysis

In this exercise, you are a business analyst for a consortium of colleges that wants to run a marketing campaign in states with high-value colleges. You have already performed analysis on the return on investment at colleges in the United States. You will use the results from the Solve a spatial problem exercise to set up and share your results with others on your marketing team. In less than 10 minutes you will do the following:

Reorganize and resize your cards for display.
Give your cards titles and descriptions.
Share your analysis workflow so that it can be rerun.
Share your page so it can be viewed or embedded in a web page.

Note:

This exercise picks up at the end of the Solve a spatial problem exercise. If you did not complete the first exercise, you can still follow these steps with your own data and analysis results.

To complete this exercise, your account must have the following specifications:

Creator, GIS Professional, or Insights Analyst user type
Publisher or Administrator role, or equivalent custom role
Insights license (not required with an Insights Analyst user type)

Organizations with ArcGIS Enterprise 10.6.1 or earlier do not use the updated licensing. Insights in ArcGIS Enterprise 3.2, 3.3, and 3.4 users will require a Level 2 account rather than a user type.

For more information, see Administer Insights in ArcGIS Enterprise.

Share your workflow

You want to save the steps to your analysis so that you can repeat the workflow the next time the data updates. While you work, Insights captures each step of your analysis. To share the model from your analysis, do the following:

Steps:

Open your US Colleges workbook, if necessary, and go to the page where you analyzed return on investment.
Switch to analysis view by clicking the Analysis view button on your page toolbar.

Your model appears. This model can be shared with your team to automate the analysis. For example, they could instantly reproduce the analysis by updating the shared model with more recent data.

Open the Page options drop-down menu and click Share As.
Change Type to Model.
Give your model a title, description, and tags. You can also choose to share your model with your organization, groups within your organization, or the public. Click Share.
Click the Page view button to return to your cards.

If you want to view your new model item, click Add. In the Add To Page window, change from the Data tab to the Models tab. Your shared models from Content, Groups, and Organization are available. Close the Add To Page window.

Resize and document the cards

Now that you have completed your analysis, it's time to share your results as a read-only page view with stakeholders. Your cards can be resized to display the map and chart more efficiently and so that they will fit correctly on the platform where they will be displayed, such as a website or story map.

Steps:

Click a card to activate it. Drag the corners and sides to resize the cards to the desired size and shape. Zoom and pan the map to center it within the card.

Now that the cards have been resized, you can start documenting them with titles and descriptions.

Click the Info button for the map to show the back of the card. Enter the title: Percent of colleges with above average ROI. Enter a brief description, such as The percentage of colleges with above average return on investment. Return on investment was calculated as (earnings after graduation)/(cost).
Turn the card over again using the back button .
Repeat the step for the chart, entering a title such as ROI by State and Type and a description such as A count of colleges with above average return on investment by state and grouped by type.
Flip the card back to the front.
Save your workbook.

Add a legend

It would be useful for users to be able to see the classification of the data on your map. To do that, you will add a legend to your map.

Steps:

Expand the Layer options pane using the arrow next to the layer on your map.
Click the Pop out legend button to display your legend on the page. Close the Layer options pane.

The legend is added below your map. If your map fills the page, scroll down to see the legend.

Resize the legend and move it to the lower left corner of your map.
Click the Card Settings button on the legend. The Card Style pane appears.
Expand the Background Color palette and change the transparency to 30 percent.

Share the page

Insights pages can be either shared as Page items in your organization or printed. When a page is shared, the Page item is saved in the Pages tab of the home page, where it can be opened and viewed. You are also given an <iframe> when the page is shared that can be used to embed the page in a website.

Note:

Feature layers must be shared in order to be visible on a shared page. All other layers, including results, will be visible without being shared first. In this case, sharing your data is not required.

Steps:

Open the Page options drop-down menu and click Share As.
The Share As window opens with Type set to Page.
Enter a title, description, and tags for your page. Check Everyone (public) under Share with and click Share.

You can view your shared page, access the item you just created in your organization, or use the embed code to embed your page results into a web page.

Under View your shared page, click Go.

You see the cards that you created. This read-only view allows users to view your Page item and interact with your results. Shared pages cannot be edited in the Page Viewer.

Close the tab for the viewer and return to your workbook.
The <iframe> code under Embed is what you will use to embed your page in a website.
Note:
You will not be creating a website or story map in this exercise. If you want to view your shared page, you can copy and paste the <iframe> code into an HTML editor.
Close the window and save your workbook.

Next steps

You can start to explore Insights on your own. You may want to create a workbook to share with members of your organization or rerun your analysis using different datasets. You can also try creating a story map with an embedded <iframe>.