Skip To Content

Change dataset properties

Insights for ArcGIS identifies field roles using icons that indicate the default behavior of each field from your dataset in visualizations. The field role also determines the default statistics type applied to each field in a visualization. The following roles can be assigned to fields in Insights:

IconRoleBehavior

Location field

Location

Allows you to plot data on a map as points, lines, and areas, and perform spatial analysis.

Can be used as unique categories in charts and tables.

String field

String

Groups data as bars, slices, or lines in charts. Groups data as a category column in summary tables.

Appears as unique symbols in maps.

Can be calculated as a count along the statistics axis of charts, or statistics columns in summary tables.

Number field

Number

Determines the height, length, or size of bars, columns, slices, and bubbles in charts.

Determines the size of the graduated circles in proportional symbol maps.

Rate/ratio field

Rate/Ratio

Determines the height, length, or size of bars, columns, slices, and bubbles in charts.

Grouped ranges of rate/ratios determine the level of shading for features shown in maps.

Date/time field

Date/Time

Displays a series of data points graphed in order of time.

Insights automatically divides date/time fields into parts that can be used as string fields in other visualizations.

Date fields include the following subfields:

  • Year
  • Quarter
  • Month
  • Day of month
  • Day of week
  • Hour
  • Minute

Change the alias for a field or a dataset

An alias is an alternative name for a field—a more user-friendly description of the content of the field. Unlike true names, aliases do not have to adhere to the limitations of the database, so they can contain special characters such as spaces. By specifying an alias, you can give names to fields that are more descriptive than their actual field name.

When you specify different aliases the underlying data is not changed, only how that field or dataset appears in Insights for ArcGIS.

Change a dataset alias

  1. From the data pane, click the Rename dataset button Rename dataset next to the dataset alias you want to change.
  2. Type the new alias.
  3. Hit Enter or Return on your keyboard.

Change a field alias

Fields can be renamed from the data pane or the data table. Use the following steps to rename a field from the data pane:

  1. From the data pane, hover over the field alias you want to change.
  2. Click the Rename Field button Rename field.
  3. Type the new name.
  4. Hit Enter or Return on your keyboard.

Use the following steps to rename a field from the data table:

  1. From the data pane, click the Dataset options button Dataset options next to the dataset whose data table you want to display.
  2. Select View Data Table from the menu.
  3. Click the field name to highlight the field and enable editing.
  4. Type the new name.
  5. Hit Enter or Return on your keyboard.

Remove a dataset

  1. Click the Dataset options button Dataset options next to the dataset you want to remove.
  2. Click Remove Dataset.

    If there are cards on your page that contain data from the dataset you are about to remove, the following message appears: Are you sure? You are about to remove <dataset-name> from the page. <#> card(s) will be affected. If you choose Yes, Remove, the dataset and all cards containing data from the dataset are removed.

Hide or show fields in your dataset

If your dataset contains numerous fields, and you don't have any use for one or more fields, you can hide them from view.

  1. From the data pane, choose one or more fields you want to hide in your dataset.
  2. From the data pane, click Dataset options Dataset options next to the dataset alias you want to change.
  3. Click Hide Selected Fields.

    If you want to show those fields again, click Dataset options Dataset options, and choose Show Hidden Fields.