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Custom Data Setup

Overview

Custom Data Setup allows you to use an accessible feature layer in Community Analyst. An accessible feature layer is one that has been shared publicly, or shared with you by another user. It is a published feature layer along with some metadata of how to statistically apportion or calculate numeric data. The metadata file is stored in your ArcGIS Online or ArcGIS Enterprise organization as an item type called a Data Collection.

You can bring in external data, edit variables, and attributes and save as a layer in your personal data repository. This data can be accessed and used throughout the Community Analyst application and shared with others in your organization.

  1. To access Custom Data Setup, click Maps.
  2. Click Add data and click Custom Data Setup.
    Starting Custom Data Setup

    The Custom Data Setup window will appear on the left of the screen.

    Enter a url or browse for a data service

  3. In the Enter a URL for a layer field, type the URL of the feature service, or layer, that you want to setup. Click Go or Click Browse for a layer.

    The Select a Layer dialog is launched.

    Available Public Gallery services

  4. You will select a service and choose from the available layers in the service.
  5. Once you have chosen a service and picked a layer the resultant window will prompt you to Edit one or more variables.
    Data variables
    Click on the View Full Table link to choose which variables to include in your custom data. You can also change Summary Type, Base Type and Variable Weight. Click Save.
  6. In the Save Custom Data window type your custom data title and click Save.
    Enter a title

    You will be prompted to perform aa additional Community Analyst task. Click I'm Done.

    What do you want to do next?

    You will see the custom data you have setup under My Data.

    Custom Data under My Data

Step-by-step guide

The following step-by-step guide will expand on what you learned in the previous section. After adding layers you will create a color-coded map from one of the layer's variables as well as create a comparison report using another layer's variable and two sites.

Prerequisite:

To get started you will need to open the Maps tab.

  1. Navigate to Maps > Add Data > Custom Data Setup.
    Click Custom Data Setup to get started

    The Custom Data Setup dialog opens on the left. In the table, the My Data tab lists all the data layers added previously. You may click on Shared Data to see the data layers shared by other users.

    Data layers under My Data

  2. Click Browse for a layer to select from available layers in ArcGIS Online.
    Click Browse for a layer
    • You may also directly type in a layer URL in the Enter a URL field.

    The Select a Layer dialog opens and the Public Gallery tab is open by default, and displays the map Services and Groups that other users have shared with the public.

    Public Gallery services and groups

  3. From the choices below you will perform the fourth option. In the search field, type Toys and click Search.
    • Click My Groups to see the Groups you have access to. This includes Groups that other users invited you to, and you joined. You may select a layer to add. Groups in ArcGIS Online correspond to Projects in Community Analyst. See Shared Projects.
    • Click My Content to view a list of your services and layers in ArcGIS Online. You may select a layer to add it.
    • Click the Groups tab under Public Gallery to see a list of Groups that are shared with all users. You may select a layer from any group to add it.
    • Enter a search term in the Search for Services and Groups field, and click the Search button. You may then select a layer from the search results.
    Selecting HuffModel_CoffeeToys service

    You may move the pointer over the HuffModel_CoffeeToys service to view information and options for that feature service.

    HuffModel_CoffeeToys service info

  4. Click Select this service.

    The Select a layer dialog opens, displaying the available layers in the selected feature service.

    Select the ToySales layer

  5. Click ToySales.
  6. The variables in this layer will be loaded. You may edit the variable Alias and its properties.
    Edit TOY_SALES variables
  7. Edit the Alias by clicking within its variable field and entering new text.
  8. Click Edit properties to edit the variable's properties.
  9. You may also click View Full Table to view the properties of the variables in an expanded view of the table.
    Expanded variable table view

    • Summary Type: Defines the way aggregated values are summarized.
      • Sum: Adds up aggregated values for the polygons that intersect the target area.
      • Average: Averages aggregated values for the polygons that intersect the target area.
    • Weight: An additional parameter for when Summary Type is Average that defines which field to use to get the weighted sum.
    • Apportionment Method: Defines how a variable is weighted to a portion of geography.
      • Population: Weight is based on the value representing the probability of a population at a certain point.
      • Area: Weight is based on the area of intersection between the target area and the data polygon.
    • Type: dropdown change Double to Decimal.
    • Units: Defines the unit of the data value for its use in mapping, analysis, and reporting.
    • Field Category: Defines a category in the data browser.
    • Vintage: Sets up the vintage year that is shown in the info icon in the data browser.
    • Display Name: Sets up the variable name that is shown in the data browser.

  10. Click Save when done. A default title will be added to your new layer.

    The Save Custom Data dialog opens.

    Save Custom Data dialog

  11. Click within the Title field and replace Custom Data with Toy Sales.
  12. Click Show Report Metadata to expand the Save Custom Data dialog. You will enter additional information as seen in the image below. This additional information is optional.
    Toy Sales metadata
  13. Click Save.

    In the Custom Data Setup window you will be prompted to perform a Community Analyst task. If you decide you do not want to perform a task at this time you will click I'm Done.

    What do you want to do next?

    The added custom data layer will appear under My Data

    Edit options for Toy Sales layer

    You may click Additional options icon to view options for this layer.

    • Click Edit to modify the properties of the variables in the layer. Click the Edit button next to do so for any layer. Click View Full Table to open the expanded view of the table.
    • Click Share to bring up the Share dialog, which allows you to share your custom data with others in your Organization, or with all users of ArcGIS Online.
    • Click Disable to make the custom data layer unavailable for use. You will need to Enable it again.
    • Click Remove to permanently remove the custom data layer. To use a custom data layer again, you will need to add it using the Custom Data Setup workflow.

Now that you have successfully added this custom data layer, you may access it via the Data Browser in Color-coded maps, Comparison reports, Smart map search and Suitability analysis.

Note:

  1. Variables may be applied for mapping or comparison only if they are associated with a polygon feature layer. Variables associated with a point layer are supported in Comparison reports, but not available for mapping.
  2. If the Disable option for a data layer is applied, as seen in the above screen, the layer will not be present in the Data Browser.

Create color-coded map from custom data layer

You may now access your custom data via the Data Browser for use in Community Analyst. Here, we will demonstrate using this custom data layer in Color-coded maps.

Navigate to Create Maps from Data > Color Coded Maps > Browse all variables to open the Data Browser.

Data Browser
Tip:

You may also browse your added data, which will be under the category My Data.

  1. Click My Data.

    The variables in your added Toy Sales data layer will be available here.

    Toy Sales feature layer with variable list

  2. Click Toy Sales Q1 to create a color-coded map for that variable.

    The resultant map is displayed.

    Color-Coded map showing Q1 Toy Sales

Add data by entering a URL

Let us now explore the second way to add data directly by entering a URL. As an example, we will use this feature service on ArcGIS Online that has data layers pertaining to coffee and toy sales:

Coffee Sales layer under ArcGIS Online service

We will add a data layer into Community Analyst by entering the URL of the feature service into the Enter a URL field in the Custom Data Setup window.

  1. Copy the Service URL for the CoffeeSales layer.
  2. Paste the Service URL into the Enter a URL field.
    Enter service URL
  3. Click Go.

    The variables in this layer will be loaded. You may edit the Alias assigned for a variable by clicking within its field.

    Edit Coffee Sales layer variables

  4. Edit the Alias by clicking within its variable field and entering new text.
  5. Click Edit properties to edit the variable's properties.
  6. You may also click View Full Table to view the properties of the variables in an expanded view of the table.
  7. Click Save.

    The layer to be added is assigned a default title Custom Data.

  8. Click within the Title field and replace that with Coffee Sales.
  9. Click Show Report Metadata to expand this dialog and enter additional information about this data layer (optional).
    Save Coffee Sales layer
  10. Click Save.

    Again, you will be prompted to perform a Community Analyst task. Click I'm Done.

    What do you want to do next?

    The added custom data layer will appear under My Data, after the Toy Sales data layer that we added earlier in this step-by-step guide.

    Coffee Sales layer under My Data

Create comparison report

You will now generate a comparison report for two sites, using your newly added data, which will be apportioned for use in the comparison report, in the same way that other variables in Community Analyst are apportioned.

  1. Go to Reports > Comparison Reports and select two sites in the carousel. Click Customize.
    Generate a comparison report
  2. Navigate to My Data and select the custom data.
    Select your custom data
  3. You may also select addition variables. In the above image we have selected 2016 Median Household Income (Esri).
  4. Click View Table to generate the comparison report.
  5. You may view a side-by-side comparison of the Coffee and Toy Sales variables for two sites of your interest. The values in the table are calculated by apportioning the custom Coffee and Toy Sales data variables in the same way other variables are apportioned for use in reports.
    Comparison report