Preferences allow you to create your settings for use throughout the application. Using the General, Maps, Organizations, and Reports tabs, you can set preferences for the various Business Analyst functions.
If you have an Administrator role, you can also:
- Customize the app theme, default project attributes and the workflows by role, in the Organization tab.
- Set Organization-wide Default preferences.
The General tab allows you to set defaults for settings. Settings include country or area option along with the option to show guided help. Web Maps and Layers provide options for adding and editing URLs for web maps.
You can set the country or area and the default basemap. Set the default study location so when you log in, your map will automatically default to the area specified. To return to the original settings, click Restore Defaults and click Save.
- Select the country or area.
- Select the data source. Once selected, this data source will be used for the country or area.
The data source is not available for all countries or areas. This option only appears if the country or area you've selected has multiple data sources.
- Select the units. The default is Miles.
- Select the basemap default. The default is Streets. The basemap selected here is used when running the Site Map and Site Details Map reports.
If the basemap you've selected doesn't appear on the map, click Save and refresh the application.
- You can set the location that appears when the application opens. Enter an address in the Zoom to Location text box.
To enable the location you've entered, you must refresh the application.
- You can set the default pin for rings, drive time and walk time. Use the Location Pin Symbol drop-down menu. The pin symbol selected here is displayed when Site Map and Site Details Map reports are run. See Set values.
You can import your own custom symbol or select from available symbols, which are categorized under several tabs. The Current symbols style is displayed by default, but you can use the toggle to view the available symbols in the Classic symbols style instead. Change the color by choosing a different one from the Color picker, and the symbol size with the Size slider.
- Click Save.
The Step-By-Step Guided Tours check box allows you to choose if the Step-by-Step Guided Tours appear when you log in.
In this section you can access settings for Guided Tours. If you want the tips in the tour steps to be visible by default without having to click on them, select the Always show tips check box and click Save.
To reset your progress in guided tours and start again from the beginning, click Reset All Tours and click Yes in the confirmation dialog.
The Reset All Tours option will reset all guided tours and mark them as not complete. You will also lose all points and badges earned so far. This action cannot be undone.
- Check the Show Projects page on start check box to display the All Projects dialog when you first log in. Uncheck it to skip the All Projects dialog upon login and reopen the most recently used project. Click Save.
- For Clear map when projects are switched:
- Select Always to always clear the map of the current project content when switching to a different project.
- Select Never to always retain the current project content on the map when switching to a different project.
- Select Ask every time to be prompted to make this choice every time you switch to a different project.
- Check the Show Save Created Sites dialog for choosing layers check box to always see the Save create sites dialog when sites are created from imported points or polygons. Uncheck this check box to not see this dialog, and save created sites to the default layer.
You can customize the look of the application.
To begin, you must first check the Customize the app theme check box.
- Select a different Theme color or optionally check the Use my ArcGIS organization’s shared theme color check box.
- Enter a different App title or optionally check the Use my ArcGIS organization’s name check box.
- Click Browse to select and upload an image to use as the App logo or optionally check the Use my ArcGIS organization’s thumbnail check box.
Learn more about how to configure your ArcGIS organization’s setting, including shared theme, organization name, and thumbnail.
The Preview section at the bottom will give you an indication of your changes. To apply your selections, you must save your changes and refresh the app.
You can view and customize the default project attributes.
To begin, if not already enabled, select the Customize the default project attributes for the organization option.
- Click to add an attribute. You can modify the default name generated for the attribute ('Attribute 5' in the above example), and set validation.
To learn more about validation, see Create project.
- Click to see the expanded view for an attribute. Click to edit the attribute name, or to remove it from the list of default attributes.
- When done, click Save.
The custom default project attributes currently saved here will apply when a new project is created, and will be associated with every ring, drive time and walk time site added to the project.
To temporarily revert to the original default project attributes, do not use Restore Defaults. Simply select Use the standard project attributes for the organization and save. To later restore your last used custom default attributes, select Customize the default project attributes for the organization again. To permanently erase your custom default project attribute settings, click Restore Defaults and save.
You can customize the workflows available in the application by ArcGIS role. When some members of your organization do not need access to all workflows, disabling the unnecessary workflows simplifies and improves their experience of the application. It can also help optimize your organization's use of credits.
All roles available for your organization in ArcGIS, including custom roles, are listed in the Choose role drop-down list. By default, all workflows in the application are enabled for all roles. To view and customize the workflows enabled for a role, select it (in the following screenshot, BA Custom Role is selected).
The list of workflows here is organized using the same tabbed structure under which they appear. For example, the Color-Coded Maps workflow is listed under Maps tab > Create Maps from Data, which is the tab under which it appears in the application. The only exception is Site Menu, which is not a tab, and lists the options accessible from the menu that is opened by clicking the pin symbol for a site on the map. The Comparisons option under Site Menu can be enabled only if at least one of the comparison reports workflows under Reports > Comparison Reports is enabled.
The following example shows you how to disable workflows to build reports and adding custom data for this role.
- Select Disable building reports and custom data from the Choose optional preset drop-down menu.
The Custom Data Setup, Build Reports, and Build Infographics workflows are disabled. To preview the application for this customized role, click Preview Role.
- Click Save to save your customizations.
The options under Choose option preset allow you to quickly disable some common combinations of workflows. You can disable any other combinations of workflows by deselecting the associated check boxes.
- Uncheck the Business and Facilities Search check box and the Draw Polygon check box to disable those workflows.
- To disable all workflows under a section, uncheck the associated check box— for example, unchecking the Create Maps from Data check box will disable all the workflows that appear under that tab. After changes are saved, the Create Maps from Data tab will no longer appear under the Maps tab, for the selected role.
- Uncheck the check box to disable all the workflows under a tab— for example, unchecking the Maps Tab check box will disable the tab and will no longer appear in the application for the selected role.
To disable all the workflows under the Maps tab but still retain access to the Maps tab (for adding sites and viewing project content such as sites and layers), you can uncheck the workflows' check boxes under the Maps tab, keeping the Maps Tab check box still checked.
Reports and Infographics
You can customize the classic reports and infographics available in the application by ArcGIS role. When some members of your organization do not need access to all reports and infographics, disabling the unnecessary ones simplifies and improves their experience. It can also help optimize your organization's credit usage.
All roles available for your organization in ArcGIS, including custom roles, are listed in the Choose role drop-down list. By default, all classic reports and infographics in the application are enabled for all roles. To view and customize the reports and infographics enabled for a role, select it (in the following screenshot, BA Custom Role is selected).
- Use to expand/collapse the sections: Shared reports lists the reports shared with you by others in your organization. Esri reports lists all reports available with the application.
- Click on the Infographics tab for the list of infographics with similar sections.
- Click to search for reports and infographics by keyword.
- Click to refresh the list.
- Use to view a sample of a report of infographic and to view more information about it in a tooltip.
In the following workflow you will disable the satellite imagery and traffic reports and enable only the Key Facts infographic (for this role), while retaining all shared content.
- Click the Classic reports tab, then scroll down and uncheck all reports except Sports and Leisure Market Potential and Tapestry Segmentation Area Profile.
- Click the Infographics tab and uncheck all Esri infographics except Key Facts.
- Click Preview Role to preview the application for this customized role.
- When done, click Save to save your customizations.
Set Organization-wide DefaultsSet Organization-wide Defaults.
The Set Organization-wide Defaults dialog opens.
- To apply all the settings on the page to the organization, click Apply To Organization.
- To select settings from the page to be applied to the organization, click Advanced.
- Uncheck any settings you don't want to apply to the organization and click Apply To Organization.
- To clear all organization-wide default settings for the current preferences page, click Clear Organization-wide Defaults. This will restore users' settings to their most recent settings before these organization wide defaults were applied.
An administrator applying Preferences settings to the organization will overwrite settings previously saved by any user. A user saving any Preferences settings will overwrite settings an administrator has previously applied to the organization. The most recent change for any preference setting, whether saved by the user or applied by an administrator, is reflected as that user's current setting.
The Maps Tab in Preferences allows you to set default selections for functionalities within the application. These settings will be applied to the respective functionality and defaults can be restored by clicking Restore Defaults and Save.
Web Maps and Layers
This section allows you to set the default and custom URL for accessing Web Map and Layers. Web Maps and Layers provide access to web maps from ArcGIS Online. Web Maps and Layers can be turned off by unchecking the check box. When adding a new URL, you can change the default web map name, My Portal.
Use to set up your Portal for ArcGIS URL to access your web maps and layers.
- In the Web Maps and Layers section, click Add.A new check box, portal name (the default name is My Portal) and URL text box appear.
You can click Edit and change the name ArcGIS but the default URL can't be changed.
- Enter the URL you want to use in the Specify URL text box and click Apply.
Your new portal appears under the default portal.
- Click Save.
- In the Portal section, click Edit.
- Edit the portal name or the URL.
- Click Apply.
- Click Save.
You can create default settings for Find Location, Select Geography, Draw Polygon, Import File, Color-Coded Maps, Smart Map Search, Business and Facilities Search, Suitability Analysis, and Void Analysis. The functionalities are similar for these features so you can find a description below.
Set values for rings, drive time and walk time
- You can set default setting for rings, drive time, or walk time.
- Enter the values. This will be the default for the distances. The default is 1, 3, and 5. The distance type is set in Settings.
You can use non-whole numbers such as .1, .3, and .5 for rings and drive time. For example, you can set a drive time of .5 minutes. Using small ring sizes in dense urban areas like New York City, New York is useful while using them in sparsely populated areas provides results that may be hard to interpret.
- To use bands with rings, drive time, and walk time, check the Edit and set bands check box.
- Click Save.
Set values for fill, border and thickness
- To change the colors for fill and border, click the color picker and select a color. Continue to change all the colors you want to change.
- To change the transparency, use the Transparency slider.
Slide it to the left to decrease the transparency percentage or to the right to increase the transparency percentage.
Uncheck the check box next to Fill or Border to remove the fill.
- To change the thickness, use the drop-down menu.
- Click Save.
Set values for Drive Time Options
To set drive time defaults and traffic options, while in General > Maps > Find Location > Drive Time, click Show Drive Time Options. .
- Select your driving mode using the Driving Time drop-down menu. You can choose from:
- Driving Time — Models the movement of cars and other similar small automobiles, such as pickup trucks, and finds solutions that optimize travel time. Travel obeys one-way roads, avoids illegal turns, and follows other rules that are specific to cars. Dynamic travel speeds based on traffic are used where it is available when you specify a start time.
- Rural Driving Time — Models the movement of cars and other similar small automobiles, such as pickup trucks, and finds solutions that optimize travel time. Travel obeys one-way roads, avoids illegal turns, and follows other rules that are specific to cars, but does not discourage travel on unpaved roads. Dynamic travel speeds based on traffic are used where it is available when you specify a start time.
- Trucking Time — Models basic truck travel by preferring designated truck routes and finds solutions that optimize travel time. Routes must obey one-way roads, avoid illegal turns, and so on.
- Select traveling away or toward a facility.
- Use Traffic allows you to select live traffic for your map and reports. Use Traffic is not accessible if Trucking Time is the selected driving mode. Using Live Traffic, you can set current live traffic or a later time with the scroll bar. Live traffic provides comprehensive street data with historical, live and predictive traffic information. Viewing traffic or performing analyses in areas with live traffic
data can take into account changing traffic conditions based on
current and past observations. Using Traffic based on typical conditions for allows you to select a day and time. To learn more, see Network Analysis Coverage.
Live traffic is not available for all countries.
Set values for color
The Color drop-down menu allows you to select from a palette of colors for viewing the results from the variable in your map.
- To change the default color, click the Color drop-down menu and the color choices appear.
- Click the color ramp you want to view in your map.
- Click Save.
Set values for transparency
The Transparency slider allows you to change the transparency percentage of the map view. The default is 30 percent.
- To change the default transparency, hover the pointer over the transparency line and slide it to the left to decrease the transparency percentage or to the right to increase the transparency percentage.
- Click Save.
Set values for border
Border allows you to select the outline thickness of the selected geography. For example, if you've chosen Block Groups for your geography, the lines outlining your Block Groups will be the thickness selected in Border thickness.
- To change the border color, click the color picker and select a color. To change the border thickness, use the drop-down menu and click your choice.
- Click Save.
Set values for breaks
Breaks allow you to select the number of breaks/ranges that appear on the map.
- To change the number of breaks, hover the pointer over the transparency arrow and slide it to the left to decrease the number of breaks or slide it to the right to increase the number of breaks.
- Click Save.
Set values for method
Method allows you to define your classes. You can choose from Quantile, Natural breaks and Equal interval. Natural breaks is the default.
Quantile is useful for data that is evenly distributed and for which you want to emphasize the difference in relative position between geographies. Using the Quantile method, you have the same number of geographies in each range or class. For example, using the Quantile method to display Per Capita Income would result in an equal number of geographies in each class or value range.
Natural breaks is a method of manual data classification that seeks to partition data into classes based on natural groups in the data distribution. Natural breaks occur in the histogram at the low points of valleys. Breaks are assigned in the order of the size of the valleys, with the largest valley being assigned the first natural break.
Equal interval creates ranges (or classes) with equal spacing on number lines between the highest and lowest values of the variable. Equal interval is useful when you want to emphasize the difference in values among geographies on the map. For example, using Equal interval to display Per Capita Income results in few geographies having the color of the lower value range because Per Capita Income is skewed toward the lower value range.
- To change the default method, click the drop-down menu and click your choice.
- Click Save.
Dialog and display options
The dialog and display options allow you to show and hide features in the application.
- In Smart Map Search, check the Show Smart Map Search Intro Page check box to display. Click Save.
- In Business and Facilities Search, check the Include industry descriptions in search results table check box to include the Industry Description column in the Business and Facilities Search results table.
- In Void Analysis, check the Show Void Analysis Intro Page check box to display. Click Save.
- In Suitability analysis, check the Show Suitability Analysis Intro Page check box to display. Click Save.
- In Story Map, check the Show Story Map Intro Page check box to display. Click Save.
- In Custom Data, check the Show Custom Data Intro Page check box to display. Click Save.
- In Map Legend, check the Open the map legend by default check box to automatically open the map legend when web map or territory layers are loaded on the map. Click Save.
You can set the default symbols for locations that are only in reference areas, and locations that are in both target and reference areas.
You can set defaults for the borders and labels that appear on your map. These will vary depending on the country or area you've selected in Settings.
- In General > Maps > Boundaries, click on the area to set defaults.
- Set the default for borders and labels.
- Click Save.
The Reports tab allows you to select the default settings for reports, logos and favorite reports. These settings will be applied to the respective functionality and defaults can be restored by clicking Restore Defaults and click Save.
Settings allow you to select the default settings for your reports. You can select the report subtitle and dialogs.
Reports can be given a subtitle. There is a 45 character limit.
- To create a subtitle for reports, enter the subtitle in the Report subtitle text box.
- Click Save.
The dialog boxes allow you to show and hide features in the application for reports. These are checked by default.
Check the Show Report Introductory Page check box to display the Report Introduction page under the Reports tab. Click Save.
Check the Show Build Report Introductory Page check box to display the Build Report Introduction page when you click on Build Reports under the Reports tab. Click Save.
Check the Show Custom PDF Map Report Ready Dialog check box to indicate when the custom map is ready. Click Save.
Check the Show Share Reports Dialog check box to display the Share Reports dialog on Run Reports under the Reports tab, which appears when you click Run All with the Create an all-in-one PDF report and notify check box enabled and an email address in the CC field.
Detailed Data Aggregation
Check the Perform detailed data aggregation for larger areas check box to perform detailed aggregation for larger areas of up to a 300 mile radius when creating reports. It is recommended to leave this unchecked by default.
When checked, all sites will use the detailed data aggregation method.
The Logo tab allows you to upload a logo. Logos in BMP, GIF, PNG and JPG file formats can be uploaded with a limit of 1 MB. The recommended size of the logo image is 450 x 280 pixels or less.
Upload a logo
- Click Add Logo and browse to the file you want to import.
- Select the image file and click Open on the Choose File to Upload dialog box.
- The logo appears in Available Logos.
- Click Save.
Delete a logo
- Hover the pointer over the logo that you want to delete and click the x in the red box.
The Remove Logo dialog box appears.
- Click Yes to delete the logo or No if you don't want to delete the logo.
- Click Save.
Classic Reports allows you to select some default settings for reports.
Report and Format
In the Select report drop-down menu, you can select a report to display as the default in the site information popup window. You can also choose PDF or Excel for the report format. PDF is the default.
You can set the default to generate all-in-one PDF reports. When this check box is checked, the check box to generate all-in-one PDF reports will be checked by default in Run Reports. In the CC field, you can enter the email addresses for those that you want to receive all-in-one PDF reports by default. Use only a semicolon to separate multiple email addresses. Your own email address is set by default according to your ArcGIS Online account.
Detailed Data Aggregation
When this check box is checked, detailed data aggregation will be performed for larger areas up to a 300 mile radius. Learn more.
The time it takes to run reports will increase.
Favorites allow you to select your favorite reports indicated with a yellow star.
Favorites allow you to set the report order and add more favorite reports. Favorite reports from Run Reports appear here.
To select the format of the report, use the Format drop-down menu.
To delete a report, click the x in the Delete column. The report will be deleted.
To add more reports to Preferences do the following:
- Click Add More.
- In the Add More Favorite Reports dialog box, click the star for the report you want to add as a favorite.
- Use the drop-down menu to select the format.
- Click OK.
- You're returned to the Favorites dialog box in Preferences, click Save.
On the respective tabs, you can set defaults to Run, Export, and Build infographics.
- Use the Select the infographic to display in the site information popup window drop-down list to select an infographic to be displayed as the default. You can select an Esri infographic, an infographic shared with you, or one of your custom infographics.
- Use Set default display to set the default infographic view to full page, slide mode, or compare all areas side by side.
- Use the Allow choice of infographics in the contextual menu before opening check box to enable a choice of the infographic to be run from the site information popup window. When this is unchecked (the default setting), the infographic selected as the default will be run automatically.
- Use the Enable Interactive experience check box to enable interactive experience for infographics.
Use the check boxes to enable options when exporting infographics. For example, when the Add header check box is checked, a header will be included when exporting an infographic. You can also choose a default page size and orientation.
Select the units to be used when you build your own custom infographics. Pixels (px) is the default selection but you can select a different option in the drop-down list.
Set a default symbol to be used for nearby locations on maps—for example, these are applied when a Nearby element is included in an infographic template.
For Classic reports, set the maximum number of locations. You can set it to any value up to 5000. The default is 250.
For Infographics, set the Maximum number of locations in the table. You can set it to any value up to 500. The default is 250. Set defaults for other options: Show title, Scale table to fit panel, Show count of locations in table footer.
Set the default symbols for comparison geographies on maps. Move the pointer over any geography to see the Change labels font option. These settings are applied when adding comparison geographies in a panel in an infographic template.
Set the default Benchmark style colors. These are applied when the Make Benchmark option is used.
Select the geography levels to compare with the site. These are applied when the Compare with geographies option is used.