Create Your First Dashboard Using ArcGIS Dashboards

6/11/22, 10:04 PM Create your first dashboard using ArcGIS Dashboards
ArcGIS Blog
ArcGIS D ashboards
Create your first dashboard using

ArcGIS Dashboards
MappingDecember 17, 2021
Bern Szukalski
https://www.esri.com/arcgis-blog/products/ops-dashboard/mapping/create-first-arcgis-dashboards/ 1/23
ArcGIS Blog
ArcGIS Dashboards enables users to convey information by presenting location-
based analytics using intuitive and interactive data visualizations. A dashboard is a
view of geographic information and data that allows you to monitor events, make
decisions, inform others, and see trends. Dashboards are designed to display
multiple visualizations that work together on a single screen. They offer a
comprehensive view of your data and provide key insights for at-a-glance
decision-making.
For more information, see What is a dashboard.
About this tutorial

In this tutorial you will create a simple dashboard using ArcGIS Dashboards. The
dashboard uses a map of medical facilities in Los Angeles County (sample data
only) and includes interactive chart and list elements.
You can view the completed dashboard and follow along by using the Los
Angeles Health Facilities web map.
A dashboard is
composed of
several
elements that
work together.
Each element
is unique and
has its own
unique
configuration
settings. For
View the dashboard
more
information,
see Dashboard layout.
ArcGIS Blog
The dashboard will include four elements; a map, serial chart, list, and header. The
map will be configured to interact with the chart and list, and the list will be
configured to interact with the map.
Follow the steps below to create the dashboard and configure its elements.
Create a dashboard
A map is often the centerpiece of a dashboard. Best practices are important for
the dashboard experience. Apply basic map craft such as configuring effective
pop-ups, using scale dependencies, and more. For details, see Create web maps
for dashboards.
Step 1 – Open the sample map item page and sign in to your account.
Step 2 – Click
Create Web
App then
choose
Dashboards.
Step 3 – Enter
the required information.
Add a title (a), optional tags (b), and optional summary (c). Click Create
dashboard (d) when finished.
The dashboard will open after you click Create dashboard. You have created a
new dashboard with a single map element. As you continue crafting your
dashboard, the Save button at the bottom of the layout panel will display a blue
dot as a reminder to save. It’s always a good idea to save your work as you make
changes.
Next, you will configure the map and add serial chart, list, and header elements.
ArcGIS Blog
Configur
e the
map
element
Maps play a
central role in
many
dashboards.
Not only are
they often the
most effective
way to display
your
geographic
information,
but their
operational
layers can also
be used by
other data
visualizations
in the
dashboard to
create
interesting,
intuitive, and
compelling information elements.
In this section you will:
Configure a map element that displays pop-ups

Configure a map element that displays pop ups.
ArcGIS Blog
Add tools to
view the
legend,
navigate to
home and
bookmarks,
and zoom.
Step 1 –
Configure the
map element.
Point to the
upper left
corner of the
map to display
a blue bar.
Move your
mouse over
the bar to
reveal the
menu. You can
access all of an
element’s
settings via
this menu.
Click the
Configure
button.
Step 2 – On
the Settings
tab, choose
which tools to
display in the map. The sample map has configured pop-ups, bookmarks, and a
ArcGIS Blog
legend, so
those tools will
be enabled.
In the settings
shown below,
use the slider
to enable (a)
pop-ups, (b)
default extent
and bookmarks, (c) legend, and (d) zoom tools.
Click Done in
the lower right
when finished.
A zoom in/out
button will
display in the
lower right of
the map
element, the
upper right of
the map
element will
display a
bookmark and
legend button.
Add a
serial
chart
https://www.esri.com/arcgis-blog/products/ops-dashboard/mapping/create-first-arcgis-dashboards/
element 6/23
element
ArcGIS Blog
A serial chart
element
visualizes one
or more series
of data points
along a
horizontal (x)
axis and a
vertical (y) axis.
In this section
you will:
Add a serial
chart element that displays a chart of facility types.
Change the chart colors to match the map symbols.
Use a map action to sync the chart to the map extent.
Step 1 – From the Body tab in the layout panel, click Add element and choose
Serial chart.
Step 2 –
Choose the
layer the serial
chart will use
for the data.
There is only
one layer in
the map: Click
Los Angeles
Health Care
Facilities.
Step 3 – You
will see a
ArcGIS Blog
series of tabs
along the left
side. Click the
Data tab on
the left and set
the data
options.
(a) – Set the

Categories
From to Grouped Values.
(b) – Choose TYPE from the Category Field from the field dropdown list.
This will group all values of the TYPE attribute in the serial chart segments. Type is
also the field by which the health care facilities are symbolized.
Step 4 – Click the Value axis tab to set the chart axis options. The chart will display
the count of various health care facilities, so the value axis will be set for best
display results.
(a) – Set the Minimum value to 1.
(b) – Set the axis values to display Integers only.
Step 5 – Click the Series tab to set the series options. In the Bar Colors section
click By Category to display the current bar colors.
Set the bar colors to match the symbols in the web map layer.
The legend for the Los Angeles Health Care Facilities map is shown below.
Change the color for each series column to match the color of the hospital facility
symbols. Click the down arrow to use the color picker, or enter the hex color code
for each symbol. The hex color codes are as follows:
Long Term Care: #ffd37f

H i l #ff0000
Hospital: #ff0000
ArcGIS Blog
Clinic: #73b2ff
Agency/Hospi
ce: #df73ff
Step 6 – Click
the General
tab to set the
general
options.
(a) – Add a
title.
(b) – Since the

health care
facilities shown
in the map are
static, we don’t
need to
display the last
update text. If
the layer is
updated
regularly, this
should be
enabled.
Step 7 – Click Done in the lower right when finished.
Step 8 – Configure the map to trigger a chart update whenever the map extent
changes.
(a) – Open the map configuration options by hovering in the upper left corner of
the map element to reveal the menu. Click Configure.
(b) – Open the Map Actions tab.

ArcGIS Blog
(c) – Click Add
action and
choose Filter.
(d) – Click Add

target and
choose the
serial chart
created above
as the target.
Click Done
when you
finish, then
save your
work.
Now that the

map action
has been
created, when
you pan and
zoom in the
map, the
series chart is
updated to
show the
counts of each
facility type.
Hover over the
chart bars to
view the
counts of each
facility type.
ArcGIS Blog
Add a
list
element
A list element
is used to
show features
or rows from a
layer and can
contain
information
from any field.
In this section
you will:
Add a list
element that
displays
details about
the facilities
shown in the
map.
Use a map
action to
change the list
based on the
facilities in the
current map
extent.
Use a list action to highlight the selected facility on the map.
Step 1 – From the Body tab in the layout panel, click Add element and choose
List.
ArcGIS Blog
Step 2 –
Choose the
layer the list
will use for
data.
There is only
one layer in
the map: Click
Los Angeles
Health Care
Facilities.
Step 3 – In the
Data tab, look
for the Sort by
section. Click
Add field and
choose ALIAS
from the drop-
down list.
Step 4 –
Ensure that
Ascending as
the sort order.
This is the
default.
This will use

the
alphabetical
ordering from
the ALIAS field
to sort the
di l d li
displayed list.
ArcGIS Blog
Step 5 – In the
List tab, find
the Line item
template
section. Click
the field list
button and
choose ALIAS
and
CATEGORY
from the
dropdown
field list,
arranging
them so they
are stacked
and removing
any other
fields if shown.
Step 6 – Click
the Actions
tab, click Add
action and
choose Flash from the dropdown list.
Step 7 – Select the Los Angeles Health Care Facilities map as the target for the
flash action.
Step 8 – Click Done when finished.
This will highlight the feature on the map when it is clicked in the list.
Step 9 – Configure the map to update the list whenever the map extent changes.
ArcGIS Blog
(a) – Open the
map element
configuration
options by
pointing to the
upper left
corner of the
map element
and choosing
Configure.
(b) – Click the

Map actions
tab.
(c) – Click Add Target and choose the list element.
Step 10 – Click Done when finished.
After completing these steps, the list will update as the map is panned or zoomed.
When you click a facility in the list, the feature will be highlighted on the map.
Arrange the dashboard elements

Your dashboard likely shows the list, series, and map elements arranged from left
to right.
To arrange the elements, point to the upper left corner and click and hold the
Drag item button.
Drag the element over another to reveal the docking targets, then release on the
desired placement.
For this dashboard, drag and drop the list element so it docks as a row beneath
the chart element
the chart element.
ArcGIS Blog
Hover over the
space
between
dashboard
elements and
click and hold,
dragging the
vertical or
horizontal bar
to the desired
size. Note that
the size is
relative and
will change
with the
overall size of
the
dashboard.
Save your
work when
finished.
Add a
header
element
In this section
you will add a
header to
complete your
dashboard. A header element is a reserved area along the top of your dashboard
that you can use to give your dashboard a title, apply corporate branding
6/11/22, 10:04 PM
t at you ca use to g e you das Create
boayourd first
a tdashboard
t e, appusing ArcGIS Dashboards
y co po ate b a d g
ArcGIS Blog
standards, and
provide links
to additional
content.
Step 1 – From
the Header
tab in the
layout panel,
click Add
header.
Step 2 – In the
Appearance
pane, you can
change the
title, add a
subtitle, and
make other
changes as
desired.
By default, the
title that appears on the header panel is the title of the dashboard. Enter a title for
your dashboard and make any other changes you like, such as changing the text
color or background color.
When finished, click Done and save your dashboard.
Best practices
It’s a best practice to complete the item pages for your new Dashboard item. The
dashboard created in this tutorial is suitable for general use cases. However, if you
expect your dashboard will be in very high demand, see Building highly scalable
expect your dashboard will be in very high demand, see Building highly scalable
ArcGIS Blog
dashboards to
learn about
additional
implementatio
n practices to
ensure it
scales
effectively to
handle high-
demand
situations.
More
informat
ion
For more
information
see:
ArcGIS
Dashboards
Help
documentatio
n
Create a
dashboard
Dashboard
layout
Configure an element
ArcGIS Dashboards Esri Community
ArcGIS Blog
This blog
article was
originally
published on
April 20, 2020,
and has been
updated.
ArcGIS Blog
ArcGIS Blog
ArcGIS Blog
ABOUT THE AUTHOR
Bern Szukalski
Corporate technology evangelist and advocate at Esri, focusing on ways to broaden access to geographic
information and helping customers succeed with the ArcGIS system. On a good day I'm making a map, on a great
day I'm on one. Follow @bernszukalski or email bszukalski@esri.com
CONNECT:
COMMENTING IS NOT ENABLED FOR THIS ARTICLE.
RELATED CONTENT:
mapping arcgis dashboards arcgis online decision support real-time visualization & analytics
arcgis dashboards learn arcgis
ArcGIS Blog
NEXT ARTICLE
What's new in ArcGIS QuickCapture (June 2022)
Read this article
ARCGIS
About ArcGIS
Mapping
ArcGIS Pro
ArcGIS Enterprise
ArcGIS Online
Developer APIs
ArcGIS Platform
Esri Store
COMMUNITY
Esri Community
ArcGIS Blog
Industry Blog
Holistic Testing Program
Early Adopter Community
Events
UNDERSTANDING GIS
ArcGIS Blog What is GIS?

Location Intelligence
Training
Esri Blog
WhereNext Magazine
Esri Press
Esri Videos
COMPANY
About Esri
Contact Us
Careers
Open Vision
Partners
Code of Business Conduct
Esri Merch Store
SPECIAL PROGRAMS
ArcGIS for Personal Use

ArcGIS for Student Use
Conservation
Disaster Response
Education
Nonprofit
COVID-19
Racial Equity
Privacy
Manage Cookies
Accessibility
Legal
Sitemap
Trust Center

Create Your First Dashboard Using ArcGIS Dashboards

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Create Your First Dashboard Using ArcGIS Dashboards

Uploaded by

Copyright:

Available Formats

6/11/22, 10:04 PM Create your first dashboard using ArcGIS Dashboards

Create your first dashboard using

For more information, see What is a dashboard.

About this tutorial

In this section you will:

Configure a map element that displays pop-ups

(a) – Set the

(a) – Set the Minimum value to 1.

(b) – Set the axis values to display Integers only.

Long Term Care: #ffd37f

(b) – Since the

Step 7 – Click Done in the lower right when finished.

(b) – Open the Map Actions tab.

(d) – Click Add

Now that the

This will use

Step 8 – Click Done when finished.

(b) – Click the

(c) – Click Add Target and choose the list element.

Step 10 – Click Done when finished.

Arrange the dashboard elements

When finished, click Done and save your dashboard.

ABOUT THE AUTHOR

COMMENTING IS NOT ENABLED FOR THIS ARTICLE.

arcgis dashboards learn arcgis

What's new in ArcGIS QuickCapture (June 2022)

Read this article

ArcGIS Blog What is GIS?

ArcGIS for Personal Use

You might also like