topic Re: Using Repeats data into ArcGIS Dashboard in ArcGIS Survey123 Questions

Using Repeats data into ArcGIS Dashboard

MariusVerdes — Thu, 19 Oct 2023 13:57:25 GMT

Hi everyone,

I'm hoping for some help with a Survey123 survey that has 8 repeat sections stored in related tables. I'm trying to display the data in a centralized way using ArcGIS Dashboard, but I can't see the related tables in any of the visual elements.

Is this a limitation of Dashboard, or is there something I can do to work around it? Has anyone else faced this issue before? How did you overcome it?

I'm also open to using ArcGIS Experience Builder if there's a workaround there.

Thanks in advance for your help!

Re: Using Repeats data into ArcGIS Dashboard

jcarlson — Thu, 19 Oct 2023 14:42:47 GMT

What do you mean you can't see the related tables in the "visual elements"? You should be able to connect your dashboard widgets to any valid data layer, whether a related table or not. How are you trying to access the data?

Re: Using Repeats data into ArcGIS Dashboard

MobiusSnake — Thu, 19 Oct 2023 15:05:00 GMT

I use related data (repeats in S123) all the time in dashboards, definitely possible to do. A lot of time I'll have a list element or a table element with the parent records (the main form records), then use the related data in another table, set up an action so when the parent records are clicked the related records are filtered. I link up the parent record's Global ID and the childrens' GUIDs to make this filtering work.

Re: Using Repeats data into ArcGIS Dashboard

clt_cabq — Thu, 19 Oct 2023 15:10:41 GMT

Being able to view related data such as those in repeats is challenging, simply because you are looking at multiple states of the same location. I think you need to clearly define how you want to be able to understand those repeated or related values. The screen shot below shows a pop up that I've enhanced by summarizing data in a related table - 124 records for a single address. There is almost no way you can show that kind of detail visually. This is accomplished using Arcade and a custom expression built for the pop up of the given feature layer.

Re: Using Repeats data into ArcGIS Dashboard

MariusVerdes — Fri, 20 Oct 2023 06:16:04 GMT

Hi @jcarlson ,

What I meant was that when I tried to use the main layer from Survey123 (the one added to the map behind the dashboard), I could not see the sub-layers with the repeat tables. But now, I tried to add the same layer as a "Stand-alone layer" and I was able to select the sub-layer with the repeat table.

Thank you for answering.

Re: Using Repeats data into ArcGIS Dashboard

MariusVerdes — Fri, 20 Oct 2023 06:22:41 GMT

Hi @MobiusSnake ,

Thank you for answering. As I replied to @jcarlson, my issue was that I could not see the sub-layers with the repeat data from the main layer added to the map behind the dashboard. But when I tried to add the same layer as a "Stand-alone layer" I was able to select the sub-layer with the repeat table.

I am fairly new to Dashboards and sometimes I tend to oversee obvious things like in this case.😅

Re: Using Repeats data into ArcGIS Dashboard

MariusVerdes — Fri, 20 Oct 2023 06:26:30 GMT

Hi @clt_cabq,

I agree with you here, it will be a bit complicated to link all the data as needed, but this is the second step of my project, which, I can start to work on now that I found a way to link the data to the widgets.😅

I will definitely come back to this thread or here in the community if I face other pit stops in my project.
Thanks a lot.

Re: Using Repeats data into ArcGIS Dashboard

DosselEGP — Thu, 18 Jan 2024 16:29:45 GMT

Hi @MariusVerdes Could you show how you did it? I have the same problem. 😥

Re: Using Repeats data into ArcGIS Dashboard

DosselEGP — Thu, 18 Jan 2024 16:45:14 GMT

Hi @MobiusSnake Could you show how you did it? I'm trying to do the same but I can't. Could you help me?

Re: Using Repeats data into ArcGIS Dashboard

MobiusSnake — Thu, 18 Jan 2024 18:19:26 GMT

Sure, usually it's two steps:

Point your widget to your related table or layer, the one that contains your repeat's records. Initially it will just show everything, all your repeats from multiple forms, which isn't very useful but...
Then you want to filter that widget's content using a Filter action from another widget. For example, if you have a list widget with your forms in it, and a table containing your repeats, under your list's actions you'd create a new Filter action with a source field of the form's key (likely its Global ID) and a target field of the repeat's key (likely a GUID field). Then when you click on a list item, it'll filter your table's repeats to those that are the children of the form selected in the list.

Re: Using Repeats data into ArcGIS Dashboard

DosselEGP — Fri, 19 Jan 2024 14:33:50 GMT

Thank you very much for your help @MobiusSnake , I managed to do it here on my dashboard now.

Re: Using Repeats data into ArcGIS Dashboard

ScottJones1 — Tue, 10 Sep 2024 17:14:08 GMT

This sounds like a solution I am looking for, but I am unclear the steps you are employing? I have a Survey123 where inputters list 'who' they are and the 'date', they then have multiple groups that all have repeat options so that they can pick the 'tasks' they accomplish from each group.

When I create the Dashboard, I can display the 'tasks' in cumulative form, but cannot create an action that sorts 'who' did them. You mentioned you created a "link" of GUIDS, How are you linking the Global ID with children GUID?

I tried to create a join in ArcPro with the Parent Guid but this join does not carry over to the web layer?

Re: Using Repeats data into ArcGIS Dashboard

MobiusSnake — Wed, 11 Sep 2024 02:16:31 GMT

If I'm understanding correctly, it sounds like you want to look at repeat data in a tabular form, but include attributes from the parent form?

There are a couple ways I can think to do this:

Look into Arcade Data Expressions for your dashboard. These allow you to dynamically create derived layers on-the-fly in the web application. You could use these to create an on-the-fly join between the parent form records and the child repeat records.
Create "who" and "date" fields in your child (repeat) tables. Run a scheduled Python notebook to 'enrich' your child records with the parent records' data.

An advantage of the first approach is it doesn't require any notebook deployment or credit usage. The second approach would give you better performance within your web applications, however. I've used both at different times, depending on factors like how much data I'm dealing with at once, and whether I need those "enriched" fields in applications other than dashboards. Data Expressions are great within dashboards but they don't carry over to apps like the Map Viewer or the Web Editor.

Re: Using Repeats data into ArcGIS Dashboard

ScottJones1 — Thu, 12 Sep 2024 02:36:43 GMT

This might be above my paygrade, I don't even know where to look for Arcade Data Expressions...

Do you have a link to a Arcade Data Expression white paper or instruction... I'll look around on youtube in the mean time.

This is the table, displaying all of the tasks, performed by all of the patrollers

However when I go at try to create a category select, I choose the Patroller field from the Layer, there is nothing to associate it with in the table, so do I need to add the patroller to each table as well? I see the Parent GUID in the Table but no GUID in the layer, and I have tried to ensure it is selected..

I tried to work with what was there, selecting Patroller from the Layer, but there is no field that I can find to associate it with, I choose Toboggan but get NO DATA pop up..

But no data will display when I have the ACTION selected

It does work when the layer is alone and no Table is associated with it...