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Add data to your page

Your data is the basis of everything you do in Insights. You can add data to your workbook page from various data sources, making it easy for you to find the data you need for your analysis.

Add data from the home page

The Datasets tab Connections on the home page gives you access to the feature layers that you created or that were shared with you by members of your organization. Clicking on the title of a dataset will open the dataset in a new workbook. You can use the search bar, filter, Favorites list Favorites, View items button View items, and Sort button Sort to help you find the items you want to add to a page.

Add data from your portal

Feature layers in your portal are categorized in the Add To Page pane to make them easier for you to find. Depending on who created the layers, and how they are shared, you can find data on the Content, Groups, Organization, Living Atlas, and Boundaries tabs.

Boundaries are Esri-provided layers that are helpful when your data doesn't contain any location fields, such as postal codes or census areas. Boundaries are configured in your portal and can be used to enable location for any dataset, create maps, and perform spatial analysis.

Follow these steps to add data from your portal:

  1. Open the Add To Page window using one of the following options:
    • Create a new workbook. The Add To Page window opens when the workbook is created.
    • Click the Add button above the data pane in an existing workbook.
    • Create a new page in an existing workbook. The Add To Page window opens when the page is created.
  2. In the Add To Page window, choose one of the following tabs:

    Content

    Add feature layers you created in Portal for ArcGIS.

    Groups

    Add feature layers that were shared with groups to which you belong.

    Organization

    Add feature layers that have been shared with you in your organization.

    Living Atlas

    Add feature layers from curated global content from ArcGIS Online.

    Note:

    Living Atlas layers must be configured in your portal for you to see content listed for this tab.

    Boundaries

    Add standard boundary feature layers that have been configured for your organization.

  3. Find the data you want to add. The following options may make it easier to find your data:
    • Choose a group or country to add your data from if you are using Groups or Boundaries.
    • Search for layers using keywords.
    • Sort the datasets by relevance, by date added, or alphabetically.
    • Display information, such as the dataset's owner, the date modified, and a description of the dataset, using View details.
  4. Select one or more datasets. When you have selected a dataset, the layers load in the Selected Data pane. You can uncheck any layers that are not required before adding the data to your workbook.
  5. Click Add to add the dataset to your page.

Depending on the number of datasets you selected, one or more map cards is displayed on your page.

Add data from Excel or CSV files

When you click Excel or CSV, a file drop zone and the Browse my computer button are displayed in the middle pane of the Add to Page window. You can drag a Microsoft Excel or CSV file to the window or browse to your files using the Browse my computer button. Multiple Excel or CSV files can be added at one time using Shift+click or Ctrl+click.

The number of tables displayed in the Selected Data pane depends on the number of sheets and tables in your Excel file.

Note:

CSV files only support one table per sheet. If your CSV file contains multiple tables per sheet, you should convert it to an Excel workbook or move the extra tables to their own sheets.

Excel and CSV files are added as nonspatial tables. To use your Excel and CSV files as spatial data, you must enable location.

Follow these steps to add Excel or CSV data:

  1. Open the Add To Page window using one of the following options:
    • Create a new workbook. The Add To Page window opens when the workbook is created.
    • Click the Add button above the data pane in an existing workbook.
    • Create a new page in an existing workbook. The Add To Page window opens when the page is created.
  2. In the Add to Page window, choose Excel or CSV.
  3. Browse to add a file using the Browse my computer button or drag a file into the window.
  4. Click Add to add the dataset to your page.

No cards are created when you add Excel or CSV files. You can create charts and tables with Excel and CSV tables or enable location in your dataset to create a map.

Add data from a database

Connections can be made to PostgreSQL, SQL Server, Oracle, and SAP HANA databases so that you can access database tables from directly within Insights. Database tables can be spatial or nonspatial. Spatial tables load with the location field symbol Spatial dataset.

If you have database connections available, you can use the search bar or sort your content to make the right connection easier to find. You can display information, such as the database's owner, the date modified, and a description of the database, using View details.

When you select a database, the tables load in the middle pane, where you can select the ones you want to add to your workbook. You can uncheck any layers that are not required before adding the data to your workbook.

Follow these steps to add data from a database:

  1. In the Add To Page window, choose Database.
  2. If the desired database connection does not exist, create a new connection by clicking New Connection and entering the information. If your database connection does exist, proceed to the next step.
    Note:

    If you see the message Something went wrong. Check to see if the connection properties need to be updated, it means that a connection property, such as the database user name or password, has changed since the database connection was created. You can update the connection if you created it. Otherwise, contact your ArcGIS Server administrator.

  3. Choose a database. You can search for databases using keywords or sort the list of databases to make it easier to find the correct one.
  4. Find the data you want to add. You can search for tables using keywords or sort the list of tables to make it easier to find the correct ones.
  5. Select one or more tables.
  6. Depending on the tables you select, the following options may be available:
    1. Choose a shape field to be used as the location field in Insights. This option will be available to datasets that have more than one shape field. For tables with only one shape field, the location field can be viewed but not changed.
    2. Choose one or more ID fields. This option will be available to all datasets with one or more shape fields. If the table has a primary key set, that field will be the default ID. An ID field is required to add a database table as a spatial table. Tables that do not have IDs set will be added as nonspatial tables.
  7. Click Add to add the dataset to your page.

No cards are created when you add datasets from a database connection. You can create charts and tables with any database tables, or create maps if the table has a location field. You can also enable location in a table without a location field.

Note:

To ensure the accurate and consistent analysis of spatial data from database connections, Insights requires that spatial tables have either a primary key or a unique index. An exclamation mark next to the location icon indicates that neither a primary key nor a unique index is detected. You can choose which fields will be used as the location or the ID fields by clicking the location field icon and choosing from the list of spatial and nonspatial fields.

If an ID field is not specified either automatically or manually, the table will be added to Insights as a nonspatial dataset. Only one spatial field is supported for each spatial table from a database connection, where features must meet the following requirements:

  • Features must have a valid geometry or geography (null or invalid features are not supported).
  • Features must have a spatial reference identifier (SRID).
  • All features in the field must have the same SRID.
  • All features in the field must have the same geometry type.

Resources

The following resources may be helpful for adding data in Insights: