Using Business Analyst web app you can create custom infographic templates for analysis of your sites.
With Business Analyst web app you have a new way to visualize key indicators and information in the form of beautiful infographics. Infographics can be created from a set of ready-to-use templates, or you can build your own templates to create graphical data visualization. These visually compelling infographics can contain charts, graphics, tables, images and text that can be styled to make them more engaging.
This page describes how to create and customize infographic templates. To learn how to run infographic templates for sites, see Run Infographics.
Below, are the templates that are available to you.
These are predefined templates that you may use as is, or as a starting point to modify and customize. For example, the Key Facts template is already populated with important demographic and spending information, and a population by age chart. You may simply add your custom logo and save it for use or edit the content to customize the template according to your needs. To open an Esri template for editing, move the pointer over it and click Open.
If you need a template that includes side-by-side comparisons for all the trade areas in a multi-ring site, use the Multi-ring comparison.
These are blank templates to which you can add you custom logo and add your infographics, charts, graphs, tables and other elements. There are two types of blank templates with which you can start.
Templates with grids
These are blank templates that have predefined suggested layouts for a logo and rows of columns. Click on one of the thumbnails to get started, or, click Create a custom template with grids to define your own custom grid layout. For more details, see this step-by-step guide, which uses a template with grids as the starting point.
This is a blank template with no predefined layout. Click Create a free-form template to get started. You can then add your custom content in the form of floating panels—that is, panels which can be placed anywhere on the template and moved around as needed.
Click to add floating elements such as images and shapes, to appear above or behind the panels in the template.
The templates you save can be accessed here. This includes templates you created, templates shared by other users that you saved, and templates added from a file or gallery.
- Click to search for a template by name.
- Click to refresh the list of templates. That will update the list to include, for example, templates another user shared with you since the list was populated.
- To add a template from the gallery, click Add template > Browse gallery. The gallery is a curated selection of templates that you can browse and add to My templates.
- To add a template saved as a file on your computer, click Add template > Add template from file.
Move the pointer over a template to see these additional options:
- Click Open to edit the template.
- Click to instantly share the template with other users in your organization or groups. Other users will see it under their Shared Templates tab when they sign in (or if already signed in, after they click refresh ). They will be able to run the infographic for a site or, to modify it, they will need to first save it from the Shared Templates tab.
- Click Download this template as a file to download the infographic template as a file.
Click Share to select users in your organization or groups and immediately provide them access to the template. To provide it to users outside your organization or groups, download it as a file and send it to them. To see it under their My Templates tab, they will need to add it using Add template from file.
- Click Edit metadata to edit the metadata for the infographic template.
- Click Set as the default infographic to set this infographic template as the default display when an infographic is run for a site from the site information popup window.
- Click to delete the template.
- Move the pointer over to view data vintage and description information.
- Move the pointer over for a preview of the infographic.
You can use the download option to use an infographic template in another country. For example, you may have a useful template in the U.S. that you want to run for sites in France. To do so, first download the template as a file. Then, select France in the drop-down menu, and use Add template from file to see it under My Templates. If this infographic template contains variables that are not supported in France, before you can run it for sites you will need to edit the template to remove them or replace them with supported variables.
Templates that others in your organization created and have shared with you are listed here. To save a template, move the pointer over it, and click the Save As button. Once saved, the template will be available to you under My Templates.
Infographic templates are composed of one or more panels. To modify or build Infographic templates, you will replace or add elements to the panels.
To add a panel already present in another template, click Add panel from another template or choose one of the available types of elements to insert into the panel.
In the Insert Chart dialog, use the Data Browser on the left to select variables and drag and drop them to the chart section on the right. Use Chart options to customize the appearance of the chart and enhance its visual appeal by modifying the title, choosing icons, adjusting settings and placement of labels, axes and grid lines, enabling a legend, and so on. For a more detailed example of constructing a chart, see the step-by-step guide Building your own infographic template.
Browse to upload an image from your machine, provide the URL of an image, or choose from Shapes and icons. All available icons are shown by default. Filter the list by category by clicking the Filter icons drop-down arrow.
When a template is open for editing, you can drag and drop supported image files (png, jpg, gif, svg), including multiple files at once, from your machine to any page of your template.
You can use the controls to resize and rotate the added images, shapes and icons.
There are several standard shortcuts that you can use to customize the appearance and placement of image elements.
- Ctrl + Z (Command + Z on Mac) - undo last change
- Ctrl + Y (Command + Y on Mac) - redo last change
- Ctrl + A (Command + A on Mac) - select all floating panels/elements
- Ctrl + C (Command + C on Mac) - copy selected panels/elements
- Ctrl + V (Command + V on Mac) - paste selected panels/elements
- Ctrl + X (Command + X on Mac) - cut selected panels/elements
- Delete - delete selected panels/elements
These resize and rotation short cuts can be used for the selected image elements:
- When Shift key is pressed while resizing, the proportions are preserved.
- When Ctrl key is pressed while resizing, the resizing happens relative to the center.
- When both Shift and Ctrl are pressed while resizing, both the above behaviors will take place.
- Pressing Shift + Up/Down/Left/Right arrow key resizes the shape horizontally or vertically.
- While rotating, if the Shift key, the rotation happens in increments of 10 degrees.
You can customize the content and visual style of the text element. Click Advanced text editing to add variables to the text and add a dynamic field or notes.
In the Add Infographic Panel dialog, you can add an infographic to the panel. Choose from one of the Standard panels available, or click Create Infographic panel to build your own custom infographic. For a detailed example, see the step-by-step guide Building your own infographic template. Your custom infographic panels are available under My panels. Infographic panels shared with you by others in your organization are available under Shared panels. Click the Search icon to perform a keyword search for infographic panels.
If you want to choose a Standard panel that includes side-by-side comparisons for all the trade areas in a multi-ring site, you can perform a search for comparisons or use the arrows to browse the available panels.
In the Add Table dialog, you will choose the type of table to add to the panel. You also have the option to click Change default table theme and create your own custom theme or select a theme you previously saved. You can choose from three types of tables:
- Blank Table, to start with a blank table and set the size— for example, 2 x 2 table— and then add elements to the cells of the table.
- Table with Variables, for a table with variables that you will choose by using the Data Browser within the Add Table dialog.
- Comparison Table, for a table with side-by-side comparison of the multiple trade areas (rings, drive times, walk times) in a multi-ring site. You will use the Data Browser within the Add Table dialog to choose the variables for the table, will have the option to select geography levels to compare with your site— for example, if you select Counties, the table will also include a column for the county that the site location falls within, and you can also choose to add the geographies to one of the map panels in the infographic template.
In the Browse and Select Maps dialog, choose a map to add to the panel. Choose one of Basemaps or toggle to the ArcGIS view to add a web map.
Nearby allows you to summarize the businesses or any other type of point locations near a site. This can be helpful when using infographics to answer questions such as which restaurants are within a mile of a candidate location for a new restaurant or where are the high traffic count points within a 10 minutes drivetime.
In the Add Nearby Locations Data dialog, add or create a filtered table or nearby locations based on chosen attributes, to the panel. You can choose to:
- Add a pre-made table
- Create a custom table by choosing a point layer source
- Perform a new business search and then return here to use the layer created from the results.
In all cases, the default maximum number that will be added are the 25 closest locations. To customize this, change the Maximum number of locations setting under Customize table appearance.
Add a pre-made table
- Nearby businesses— You can:
- Select one or more popular business type from available options—for example, Banks and Credit Unions.
- Enter your own search term— for example, coffee, to populate the list of nearby businesses with the search results.
- Add all nearby business points.
- Nearby shopping centers— Add a list of nearby shopping centers to the panel.
- Nearby traffic— Add a list of nearby traffic count locations to the panel.
Create a custom table from point layer source
- Layer from project— select a point layer from the current project as the source for nearby locations.
- Browse for a layer on ArcGIS— in the Select a Layer dialog, browse and select a web map layer, from ArcGIS, as the source for nearby locations. This experience will be very similar to selecting a web map or layer in the Web Maps and Layers workflow.
- Use Esri Layers— Select from the list of available Esri layers
- Using Filter by text will return all results containing the term—for example, coffee. Check the Exact match check box to return exact matches only – this is useful—for example, when searching for a specific company name only.
Under Filter by attribute, use Add filter to limit results by site attributes— for example, number of employees > 50. For a point layer created by the Business and Facilities search, you can filter by NAICS code, which is useful for limiting results by business type. For example, a filter by text for coffee will return nearby coffee shops as well as all other businesses that have coffee in their name. You can limit results to coffee shops only, by using the relevant NAICS code.
- Use Add group to set combinations of filters. For example, to show large businesses only, you can add the filters to return only businesses greater than 100 employees and sales volume greater than $1,000,000. You can apply AND/OR with other combinations of filters.
Select a method to display results
- Show as table—adds a table with a list of the resulting nearby locations, including associated attributes, to the infographic template.
- Show as summary infographic—adds a count of the number of resulting nearby locations to the infographic template.
When Show as table is selected, the step to customize the table appearance will be available.
For both methods, you can optionally check the check box to add the resulting nearby locations to a map.
Start a new business search and return to this workflow to use that layer
This option will take you to the Business and Facilities Search workflow to perform a new business search and return you to this workflow to use the created layer as the point source here.
Customize a ready-to-use template
To quickly familiarize you with custom infographics, this guide will show you how to select a ready-to-use starter template and customize it to serve your needs.
- Sign in to Business Analyst web app. Go to Reports > Build Reports > Build Infographics.
The Esri Templates tab is open by default, and has several ready-to-use starter templates.
- In this example, you will select the Marketing Profile template. Move the pointer over it and click Open.
This opens the infographic template in editable mode. Every infographic template is composed of panels. The Marketing Profile infographic has seven different panels - five small panels and two large ones and each panel can be customized.
- To start with, you will customize the top-left panel with your own company logo. Move the pointer over the top-left panel and click Edit.
The panel is opened in edit mode. You may click in the Title field and customize it. You may also click in the Description field and enter a description. To customize the logo, click Edit Image, and upload your own logo image.
- Click Apply.
The first panel will be updated with your changes. You can then click on any of the other panels to replace the content with a different infographic, chart or other item. For example, move the pointer over the Education Spending panel, and click Replace. You can even replace it with a panel from another template by clicking Add panel from another template. Here, we will choose another available infographic element. Click Infographic. You may use the arrow buttons on the left and right to browse the available ready-to-use infographic panels.
- Move the pointer over the infographic for Internet Access, as that would be a good indicator of the potential to market online books. Click Add.
The Education infographic panel gets replaced with the Internet Access infographic panel. You can also replace panels with other items like images and charts.
- Going back to the image in step 4, you will now add a chart that has some information about consumer spending habits for purchasing books. Move the pointer over the large Tapestry Segments infographic panel, click Replace, and then click Chart.
This will open the data browser where you can perform a search for information about books.
- Use the shift + click operation to select the first three variables in the search results on the left.
- Drag and drop the selected variables to the right panel. A chart will be created.
- From the Chart Type drop-down menu at the top, change chart type to Horizontal Bar Chart. Click Apply.
The Tapestry Segments panel will be replaced by the chart with information on book purchasing habits you created
- You are now finished modifying your template. Click Save.
The Save Infographic Template dialog is launched.
- Give the infographic template your own custom title, in this case: My Book Marketing Profile. Click Save.
The Infographic Saved dialog appears with notification that your infographic template was saved. Select the check box to set this infographic as the default infographic in the site details popup window (by doing so, you will see this infographic as the default when you request infographics for a site).
- Click OK.
The My Templates tab will be opened and you will see your saved custom infographic template at the top of the list.
- Click the Maps tab and from the project panel, load a site on the map.
- Click Infographics to view the infographics for this site.If this is the first time you're running an infographic, you will be prompted to save the default infographic (which you may change in the drop-down menu), and the viewer (default selection is full screen infographic viewer but you may change it to slide show). Click Save.
The My Book Marketing Profile infographic for the site is displayed in full screen mode, for the first ring. There are several controls at the top— for example, you may select a different infographic from the drop-down menu on the top left, change the selection to a different ring from the drop-down menu, fit page, edit, share, export, and print. The chart in the lower right has a control you can click to switch to table view and sort the values.
You can also change this setting under Preferences > Reports > Infographics.
- Click Export infographic.
The Export Infographic dialog box opens. You may export the infographic as:
Dynamic HTML creates a stand-alone HTML page, with all the dynamic capabilities of Business Analyst web app infographics viewer, that you can use in your own web site. This means you can get tooltips for more details, view tables of charts and pan and zoom interactive maps.
- Dynamic HTML
Each PDF and Dynamic HTML export uses 10 credits.
- No web service calls will be made to get Business Analyst data; all the date is already wrapped in the page.
- Maps are dynamic allowing you to pan and zoom and interact with content.
- All analysis areas are exported at once, meaning you can switch and compare 3 rings.
- All the capabilities of the infographics viewer—for example, printing and zooming is available as well.
When an infographic with map panels is exported as Dynamic HTML and the saved file is opened locally, only the publicly-shared map layers will be visible. Secure or private map layers (not shared outside the organization) will not be visible. However, if the exported Dynamic HTML file is hosted on a web server, a user will be able to view those layers by signing in to the organization. Alternatively, you can choose to export a static map image for such map layers, by checking the Export static map images when dynamic maps are unavailable check box. To change the Preferences default setting for this check box, click Change preferences.
Create your own custom infographics template.
In this advanced step-by-step guide, you will learn how to create your own custom infographic template from scratch, and also create your own custom infographic panel. Once you create a custom infographic panel, you need not recreate it every time. You can conveniently save it and reuse it in any other custom infographic template that you create.
To get started creating your own custom infographics template follow this step-by-step guide: Building your own infographics template.