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Hi @CalebK , If you are looking to use scheduling an Insights report that updates at a certain interval to show the newest data then, then the Enterprise version will be most convenient. If you often find the editing workbook disconnected then you can use the Insights Desktop version and share the workbook with your connected org by reference. You can then create a report from this workbook. There is not much of a difference between ArcGIS Insights desktop and Enterprise, except you can connect to multiple organizations in the desktop application and cannot use scheduling. Also, some operations might be faster or slower depending on where the data is coming from. For your data to be refreshed in a shared report it is important that it is coming from the updatable source. i.e. Databases, Feature services. If you are using Excel you may want to have some data pipeline to make that into a FS or a database table which you can access in insights. The scheduler cannot re-fetch the Excel data from your disk or SharePoint locations. Please see Scheduled Updates for published reports for more information. Hope that helps, let me know if you have any questions
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08-29-2023
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Hi @CalebK , Thanks for your question. I am guessing you are trying to share it with your portal org. Unfortunately, the scheduling capability is not available when you are using the ArcGIS Insights Desktop product. For several reasons, but mainly the scheduling API on your portal/online is not accessible in the Insights desktop product. It is possible to schedule this page by logging in to your portal but it will be unlikely that it will update your data depending on where it is coming from and what tools you have run. (It gets more complex from here) which is why you would be better off creating and sharing the report from your Enterprise or Online Do let me know your workflow and what you are trying to achieve and maybe I can answer some of your questions. Akshay
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08-15-2023
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Thanks for the information, I might have to refer you to my colleague who might have an answer for you. @ChakaClarke See if you can answer this!
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08-02-2023
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I think you are correct, there is no separate generalized layer for zip codes. Using the living atlas zip code layer takes a lot of time or doesn't work. I will ask you to try getting the Boundaries .sd files from your My Esri (hopefully it is available), publish them to your ArcGIS Organization as a hosted layer, and add it to the workbook. Try Enabling location using Geography to see if that is faster. Sometimes fetching the data from the Living atlas takes a long time. Let me know.
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08-02-2023
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Hi @RylandLu Unfortunately, that is not possible with Insights at the moment. I will encourage you to add it as an idea. Thanks, Akshay
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08-02-2023
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There is a workaround. You might need to fiddle around a little bit and design your page in such a way that your users can use the print option of the browser. You can do the following either in the page view or the Report Designer: Organize your report outside of the report designer keeping the card dimensions in the multiples of standard card width and height. Determine your printing size, In my case, I am using Letter paper size. Letter size in portrait mode You can fit 2.5 W x 3.5 H Insights standard-size cards when you print using the browser print option. OR 3 W x 4 H Standard cards if you reduce the scaling to 60%. See the example attached. Be mindful that at reduced scaling of the titles and axes labels will be smaller. You can choose to increase the font size of the cards. Couple limitations: The Page background will always be white (Unless you create a text and media card with a colour or an image and put it in the back) 60% scaling can be smaller and you will need to educate the user to print at that scaling and options (see screenshots). This should print the current view e.g. if you filter something it will print the filtered output. Although the downside is if the user has clicked something then it will be selected in the print. (Meaning you need to use predefined filter for this to work) Hope that helps.
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08-02-2023
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Whenever possible joins are queries, It is possible that we are already doing this with joins. Although this is a great idea and we have considered this in the past, we don't have plans for writing SQL in insights in the near future as it comes with a lot of security concerns.
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07-26-2023
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Thanks for submitting the idea. Will take note of this.
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07-26-2023
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@GBacon In my opinion this should work. If you are using a living atlas or a detailed boundary layer then I would ask you to try out a Generalized polygon for zipcode. The higher number of vertices can cause a timeout. It says "No Boundaries Available" in the screenshot above because your Portal doesn't have any boundary layers published. You can publish standard boundaries to your portal and they will show up there.
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07-26-2023
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Hi @AnthonyRyanEQL , Thanks for your question. I might need additional information about your concerns so I can answer them or have someone answer them. There are nuances when it comes to security but when it comes to sharing ArcGIS Insights follows the Portal's sharing model. Once you have created a database connection within Insights it creates a portal item. You can share this item with others and people who have access to this item will be able to see and use the data from this connection. If that is not desirable, you can also manage your security on the database by creating views or named users with permissions to certain data. (Note: we do not support row-based access) When it comes to sharing a report, Insights will honour permissions set on the Portal. e.g. if you share a report to "Everyone" but the underlying database connection is not shared with anyone then the viewers will get prompted to log in. If the viewer doesn't have enough permissions they will not see the cards they don't have access to. (Though this has exceptions depending on how your page is setup) I hope I have at least touched on your question. Feel free to drop in a follow-up.
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07-26-2023
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Hi @WhitneyPatterson , Thanks for your post. You should be able to do this as an analyst but it is currently not possible for the viewers to print the current view of the report. But this would make a great idea for the report designer. I will check with the team if this is an idea for enhancement in the pipeline. If you don't mind me asking, what are the key things necessary for you to adopt insights? If you wish you wish to discuss this in private send me a direct message going to my profile and I can answer any other questions that you might have.
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07-26-2023
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@Ed_ At the moment there is no way to edit the axis labels on the Y axis. The only reason why it shortens is the numbers occupying space on the axes. That this could be a good enhancement so that users can choose to show the full number or a short version..
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12-06-2022
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Hi Alicia, Unfortunately, there is no way to share a folder at this moment. Insights use the same component that makes a folder in the user's content both in Portal or ArcGIS Online. Folders are per user and a way to organize your own content. Groups will be an appropriate place for shared content. I understand the need for further organization within a group if the same group works on multiple projects. That said, this Idea can be repositioned to support searching/filtering groups and group categories within insights on the home page and insights workbooks
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07-06-2022
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Oh, I see what you mean. It usually needs calculating centroids and Insights doesn't do it at this time. Please submit an idea with your use case(s). The best approach would be to have the centroids precalculated as a separate layer. If you don't wish to duplicate attributes just have a field that you can join back to your polygons. This way, you can use Joins within insights to create a single dataset that has both polygon and point geometry.
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06-13-2022
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Hi @Ed_ This sounds like an issue, you may want to create an issue with the support or if possible share your .insightswbk file if possible. When you export the workbook are you using the copy all data or Reference data option? This said, Sharing workbooks to your primary connection in the Desktop application was introduced in 2022.1. If you are to update your Desktop version you can try if this functionality works for your workbook. https://doc.arcgis.com/en/insights/latest/share/use-shared-workbooks.htm#ESRI_SECTION1_355BB4663CD841F1856A1519B6747846 If this doesn't work then we would like to get a sample workbook and/or steps to reproduce if possible.
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06-10-2022
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