Set preferences—ArcGIS Business Analyst help

You can customize ArcGIS Business Analyst Web App by setting preferences for the application, workflows, and reports and infographics. Save your settings and refresh the application to apply them. Administrators can set preferences for the entire organization. The most recently saved change for any preference, whether set by you or the administrator, is reflected as your current setting.

Set general app preferences

You can set preferences for the general appearance and functionality of the app.

On the app header, click My preferences .
The Preferences window appears.
Expand the General section and click Settings. Do any of the following:
- Use the Default country drop-down menu to choose the preferred country for use in the app. If there is more than one data source for the chosen country, use the Data source drop-down menu to specify the source.
- Use the Default units drop-down menu to choose miles or kilometers.
- Use the Default basemap drop-down menu to choose a basemap.
- Use the Location pin symbol drop-down menu to choose or upload the preferred symbol for point locations on the map.
- In the Points of interest data source section, use the Select data source drop-down menu to choose a source for use in points of interest search, void analysis, and nearby locations when building reports.
  Note:
  The Points of interest data source preference is only available for countries with more than one points of interest data source option.
- In the Default map location section, provide an address in the Zoom to location field or pan and zoom the map in the Location preview window to set a preferred map extent for when the app opens.
Optionally, restore the default settings by clicking Restore defaults. To save your changes, click Save or, optionally, click Save and close to close the Preferences window. To view your changes, refresh the app.

Set guided tour preferences

You can set preferences for guided tours of the app.

On the app header, click My preferences .
The Preferences window appears.
Expand the General section and click Guided tours. Do any of the following:
- Use the Always show tips check box to turn expanded tips on or off when using guided tours.
- Click Reset all tours to reset your progress in guided tours and start again from the beginning. This option resets all guided tours. You will also lose all points and badges earned so far. This action cannot be undone.
Optionally, restore the default settings by clicking Restore defaults. To save your changes, click Save or, optionally, click Save and close to close the Preferences window. To view your changes, refresh the app.

Set project preferences

You can specify preferences for working with projects, including the projects page, opening new projects, clearing the map when switching projects, and the  Save created sites  window. See Create and use projects for project preference instructions.

Set data aggregation preferences

You can set preferences for the levels of polygon generalization and data aggregation.

On the app header, click My preferences .
The Preferences window appears.
Expand the General section and click Data aggregation. Do any of the following:
- Under Analysis polygons tolerance, use the slider to specify the level of detail used for input polygons generalized for analysis, reports, and sharing. The slider presents a range between better performance and better precision. See Polygon generalization for more information.
- Under Detailed data aggregation, use the check box to specify whether detailed data aggregation is used. See Data apportionment reference for more information.
Optionally, restore the default settings by clicking Restore defaults. To save your changes, click Save or, optionally, click Save and close to close the Preferences window. To view your changes, refresh the app.

Set Business Analyst Assistant (Beta) preferences

Business Analyst Assistant (Beta) uses artificial intelligence to suggest relevant workflows, data, and reports for analysis queries. You can select a default display option in the app preferences.

Note:

To use Business Analyst Assistant (Beta), the tool must be enabled by the administrator of your ArcGIS organization. Contact your administrator to enable it.

To set assistant preferences, do the following:

On the app header, click My preferences .
The Preferences window appears.
Expand the General section and click Assistant.
Use the Default display drop-down menu to choose a display option:
- Floating—The assistant window appears at full size in a movable, floating window on top of the app.
- Compact—The assistant window appears in a smaller size in a movable, floating window on top of the app.
- Dock right—The assistant window appears in a docked window to the right of the app, next to the map tools.
Note:
Display preferences for the assistant are not supported when viewing infographics and reports.

Set map detail preferences

You can set preferences for the borders, labels, and map legend that appear on your map. Border and label options vary depending on the country or region you've selected.

On the app header, click My preferences .
The Preferences window appears.
Expand the Maps section, expand the Map details section, and click Boundaries. Do the following:
1. Click a geographic area.
2. In the Labels section, use the color swatch and text formatting drop-down menus to set the preferred text appearance.
3. In the Borders section, use the color swatch, Transparency slider, and Thickness drop-down menu to set the preferred border appearance.
In the Map details section, click Map legend. Use the Open the map legend by default check box to turn the map legend on or off.
Optionally, restore the default settings by clicking Restore defaults. To save your changes, click Save or, optionally, click Save and close to close the Preferences window. To view your changes, refresh the app.

Set workflow preferences

You can set preferences for specific functionalities and workflows in Business Analyst Web App. For settings available in the Preferences window, refer to the tables below.