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 general app preferences, such as choosing default basemaps and map locations, resetting guided tours, specifying project page settings, adjusting polygon generalization and data apportionment, docking the assistant, and comparing geographies.

To restore the default settings, click Restore defaults. To save your changes, click Save or click Save and close to close the Preferences window. To view your changes, refresh the app.

Set general preferences

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

On the app header, click My preferences . Expand the General section and click Settings. Set the following preferences:


Preference	Description
Default country	Use this 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.
Default units	Use this drop-down menu to choose miles or kilometers.
Autosave	Use this check box to automatically save the map state across sessions.
Use ArcGIS Online language setting	Use this check box to apply your ArcGIS Online member language setting.
Default basemap	Use this drop-down menu to choose a basemap.
Location pin symbol	Use this drop-down menu to choose or upload the preferred symbol for point locations on the map.
Select data source	Use this 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.
Default map location	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.

Set guided tour preferences

You can set preferences for guided tours of the app.

On the app header, click My preferences . Expand the General section and click Guided tours. Set the following preference:


Preference	Description
Reset all tours	Use this option 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.

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 preferences

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

On the app header, click My preferences . Expand the General section and click Data. Set the following preferences:


Preference	Description
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.
Detailed data aggregation	Use this check box to show detailed data aggregation. See Data apportionment reference for more information.
Segmentation data	Use this check box to display segment names. See Segmentation reference for more information.

Set assistant preferences

You can set a default display preference for Business Analyst assistant (preview). See Use Business Analyst assistant (preview) for assistant preference instructions.

Set geography comparison preferences

You can set preferences for the default geographies and variables used in the Geography comparison window.

On the app header, click My preferences . Expand the General section and click Compare geographies. Set the following preferences:


Preference	Description
Geography levels	Use this drop-down menu to select a geography level or levels, such as counties and ZIP codes for U.S. analysis. Click Remove to remove a geography level from the default list.
Add variables	Use this option to add variables from the data browser. Click Remove to remove a variable from the default list.

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.

To restore the default settings, click Restore defaults. To save your changes, click Save or click Save and close to close the Preferences window. To view your changes, refresh the app.

Boundaries

On the app header, click My preferences . Expand the Map details section and click Boundaries. Click a geographic area. Set the following preferences:


Preference	Description
Labels	In this section, use the color swatch and text formatting drop-down menus to set the preferred text appearance.
Borders	In this section, use the color swatch, Transparency slider, and Thickness drop-down menu to set the preferred border appearance.

Map legend

On the app header, click My preferences . Expand the Map details section and click Map legend. Click a geographic area. Set the following preference:


Preference	Description
Show map legend when opening a web map layer	Use this check box to turn the map legend on or off.

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.