topic Re: Dashboard Selector for Related Records? in ArcGIS Dashboards Questions

Dashboard Selector for Related Records?

Kara_Shindle — Mon, 26 Oct 2020 13:58:02 GMT

Is there a way to have a selector populated with fields from a related table, that when one is selected, filters the related locations on a map?

I have a Dashboard I'm working on building for our county Vector Control guy. We have tick dragging locations on a map, and a related table of Drag Reports, where he enters the tick species that are captured at a drag.

He wants a filter on his dashboard that will

so like say I wanted only the drag sites that i caught Dermacentor variabilis, I could selected that specie and only the spots where that species has been found will pop up on the map

Seems to me that this should be possible with field mapping but I have not been able to get this.

I have it wired in the opposite direction, where selecting a map location filters a list of related reports, but I've not had success coming up with some combination of widgets that allows him to select a related table field to filter the map.

Any suggestions?

Thanks!

Re: Dashboard Selector for Related Records?

Kanin — Wed, 18 Nov 2020 07:48:18 GMT

Hello Kara,

ArcGIS Dashboards support configuring a Selector from a related table (e.g. table B) and sending the filter action to a layer in the map (e.g. feature class A), as long as you configure the key field as the filter field, which is depends on how the relationship class was created.

Usually, the GlobalID & GUID field is used.

Best regards,
Kanin

If this answer solved your question, please mark it as the answer to help others who have the same question.

Re: Dashboard Selector for Related Records?

JoshSaad — Wed, 31 Mar 2021 02:58:49 GMT

I've got a similar situation (I think). I've got a dashboard showing emergency generators, and an indicator showing the amount of fuel used, which comes from a related table. I'd like to filter the amount total when selecting a generator or multiple generators from a list. When I try to configure the Filter in the list, the GlobalID field isn't in the list of available fields to filter by.

My relationship maps the GlobalID field from the Generators point features to a GeneratorID field in the GeneratorMaint table.

Re: Dashboard Selector for Related Records?

jessneuner — Mon, 21 Mar 2022 22:05:26 GMT

Hello --

I've got a similar question --

We are using GlobalID and GUID to link the related table to the parent.

I'd like a selector based on the related table (category field) that then filters the parent... but i'm having trouble figuring out how to choose that option in the filter -- it seems like it wants a category field in the parent table ...

i tried a version that added a join to the related table, but the dashboard didn't seem to like the join ...

Is this possible? Thanks for any help or direction you can offer!

Re: Dashboard Selector for Related Records?

Energy4all — Fri, 09 Sep 2022 15:09:38 GMT

Can you give us any more insight into this?

Re: Dashboard Selector for Related Records?

Chris_Kell — Fri, 05 May 2023 15:55:34 GMT

Hi Jess,

Did you ever get this to work? I'm trying to deploy a selector on the child table and have it affect other selectors and widgets on the dashboard.

Thanks

Chris

Re: Dashboard Selector for Related Records?

jessneuner — Mon, 08 May 2023 23:20:14 GMT

Hi Chris --

Not yet. I have a thought to try data expressions for this use case -- but so far navigating 'backwards' in a 1-M relationship has stumped us.

jess

Re: Dashboard Selector for Related Records?

Chris_Kell — Tue, 09 May 2023 12:04:23 GMT

Hi Jess,
I've had some success with creating a relationship class on desktop then sharing/publishing the individual layers to portal/ago. On the dashboard side, the closest I've come is using a selector with categories set to "Features."
[cid:image001.png@01D9824B.D8014420]
Doing this has allowed me to define the actions appropriately, but the "Features" definition creates a selector value for every row in the feature service.
I'm researching baseing the selector on a "Data Expression," and I've opened a case with Tech Support. I'll keep you posted.

-Chris

Re: Dashboard Selector for Related Records?

Elizabeth_Burniston — Mon, 15 May 2023 22:14:04 GMT

@jessneuner @Chris_Kell

Hi Guys - The work around I found was to go ahead and use 'Features' instead of 'Grouped values'. Of course, doing so will show all of the duplicates so I added a little extra context in 'List Item Template' to make it less obvious. In the Selector section, change Selection from Single to Multiple and make sure 'Show reset and select all' is enabled. Then, in the Actions section, you have the ability to link the related table to it's parent table for the map and other widgets on the dashboard.

On the Dashboard end, I show screenshots below where the user can type in 'warrant', click on 'select all', and as expected, it selects all warrants in the arrest category and displays only those on the map.

The downside, is that the user has to know what they are looking for. It's not as easy as selecting an item from a dropdown menu.

Also... if you do this, make sure to increase the 'Maximum Categories' to accommodate the number of records you may have. The default is 50.

Hope this helps a bit.

Re: Dashboard Selector for Related Records?

TanGnar — Tue, 27 Jun 2023 15:20:11 GMT

Hi all - regarding using a data expression with GlobalIDs. I found that when you use a data expression as a data source, and you want to use a GlobalID as a key to filter other elements, you need to make the field type 'esriFieldTypeString' to store it. I tried storying it as a GUID field type and it didn't work, but making it a string did. I also converted the GlobalID to text using Text(), though I don't know if it's necessary, but it worked.

Re: Dashboard Selector for Related Records?

KimberlyK — Mon, 26 Aug 2024 18:43:36 GMT

Hey @Chris_Kell - I am in search of this same solution to eliminate multiple identical attribute names using the Features category but still retain the ability to use a related field to select from the feature layer. I created a related table data expression to provide the data to the selector, but I have yet to find a widget configuration that works. Did you ever find an answer to this issue? Would you please post it if so? Thanks.

Re: Dashboard Selector for Related Records?

KimberlyK — Fri, 23 Aug 2024 22:00:06 GMT

Hey @Kanin - I realize your reply is several years old but there are many of us still looking for this solution. The work-around that creates a secondary list widget to filter the data on the map is clunky. Would you please give us an example and specify the widget type for what you describe because this is still an issue in Dashboards. Thank you.

Re: Dashboard Selector for Related Records?

MJhendo — Tue, 17 Sep 2024 04:00:05 GMT

Would be great to have this functionality bit more seemless. @Elizabeth_Burniston's solution above does get around the issue, but still has problems - i.e. selecting multiple different categories. And is slow loading if have lots of features. Grouped features functionality would be perfect, if it didn't lock the field as one of the keys when configuring filtering actions.

Re: Dashboard Selector for Related Records?

ACBOTNJ — Fri, 04 Apr 2025 20:11:24 GMT

It is April 2025, I am still looking for ways to view and download found related records as a batch. I am also looking to be able to add batches of records to the related table, without having to republish the whole data set each time. I'd love to hear about how I am missing something very obvious, and these solutions are available to work in this fashion. Please let me know if this is the case and there is now a solution for these tasks. Thanks in advance.