Business Analyst widget

The Business Analyst widget allows users to visualize key indicators and information about a specific location using interactive infographics. Users can select and interact with ready-to-use Esri infographic templates or create custom templates in ArcGIS Business Analyst Web App (Advanced) or ArcGIS Community Analyst. Learn how to build infographic templates that you can use in Experience Builder.

The widget has two modes: Workflow and Preset. Workflow mode allows users to search for a location or geographic boundary and select infographics to run for that location. With Preset mode, you predefine a specific site and infographic for the user.

Examples

Use this widget to support app design requirements such as the following:

  • You want hospital administrators who are considering whether to open a new clinic to understand health and insurance information for an area.
  • You want city planners to take demographic data into account while choosing the location for a new school.
  • You want public health authorities to generate reports for specific districts.

Usage notes

To view and use the Business Analyst widget, the user must be signed in with an ArcGIS Online account that has privileges to use premium content in their organization. Network Analysis and GeoEnrichment, part of the premium content collection, are required to view and export infographics. Users without privileges can use the widget if you, the app creator, authorize access with your subscription. Otherwise, the widget does not return results. If you include the widget in an app and share the app publicly, the widget does not load and prompts the user to sign in.

Using this widget consumes credits.

GeoEnrichment

You can add a GeoEnrichment utility service in the widget's settings. By adding a utility service, you can share your app with users who have an ArcGIS account but don't have the privileges needed to use the Business Analyst widget. When you publish the app, Experience Builder detects that you added subscriber content (the utility service) and you are prompted to enable access through your subscription. This means that any credits consumed by this app are counted toward your organization's credit total.

Caution:

When you are prompted to enable access through your subscription, you are given the option to set a request limit. The Business Analyst widget makes non-credit GeoEnrichment requests as part of its normal operation. This means that if you set a low limit, the widget may be unable to complete specific tasks. You can avoid usage issues by not setting a request limit.

Settings

The Business Analyst widget includes the following settings:

  • Mode—Select one of two layout modes for the widget based on what kind of user experience you want to provide.
    • Workflow—This mode guides users through searching for a location or geographic boundary, creating buffers for a point location, and selecting an infographic to run.
      • Select a Map widget (Optional)—Connect a Map widget. This allows users to click the map to drop a pin, select point and polygon features, or search the map. To select features from a map, you must configure the Map widget's action trigger.
        Note:

        The Business Analyst widget adds its own search tool to the map. When you include this widget in an app, the Map widget's search tool is turned off automatically.

      • Drawing tools—Include the Point and Polygon drawing tools, both of which allow users to create an input location for the infographic.
      • Location settings—Configure settings related to how the user selects an input location for the infographic at run time.
        • Country or region—Select a country or region from the drop-down list. Once you select a country or region, the Customize infographics and Customize search panels only display infographics and geographies available for that country or region.
        • Customize search—Open the Customize search window.
          • Allow search—Turn on this setting to allow users to search for a location. If you leave this setting turned off, the search tool is hidden and you must predefine a location for the user or connect a Map widget so the user can select features.
          • Introductory text—Choose to provide introductory text for the search step. You may use this setting to provide instructions or a search suggestion.
          • Search control—Choose to allow users to search for points of interest and geographies in the selected country or region. The available types of geographies (such as States, Statistical Areas, and ZIP codes) depend on which country or region you select. At least one of the check boxes, either Points of interest or Geographies, must always be checked.
      • Buffers—Click the Customize buffers button to open the Customize buffers window, which contains settings for customizing the buffer options available to the user at run time.
        • User-configurable buffers—Turn on this setting to allow users to customize buffer settings at run time. The infographic displays information about the area within the buffers. If you leave this setting turned off, the default buffers you set are unchangeable by the user.
          • Introductory text—Provide introductory text or additional instructions for the buffer tool.
        • Default settings—Customize the default buffer settings. If you turn on User-configurable buffers, users can change these values. You can create buffers in the following ways:
          • Rings in miles or kilometers. The limits for ring size are 1,000 miles and 1,000 kilometers.
          • Drive time in minutes, miles or kilometers, based on road networks. The limits for drive time are 300 minutes, 300 miles, and 482.8 kilometers.
          • Walk time in minutes, miles or kilometers, based on paths and roads that allow pedestrian traffic. The limits for walk-time are 300 minutes, 27 miles, and 43.45 kilometers.
      • Infographics—Click the Customize infographics button to open the Customize infographics window, which contains settings for customizing the list of infographics available to the user at run time.
        • Allow infographic choice—Turn on this setting to allow users to select any infographic from the available list. If you leave this setting turned off, the infographic you select is the default unchangeable infographic and the Infographic tab is hidden.
          • Introductory text—Provide introductory text or additional instructions for the infographics tool.
        • Select infographics—Select one or more infographics to be available as choices for users at run time. You can choose infographics from the following lists:
          • Esri Infographics—Ready-to-use templates from Esri.
          • Shared Infographics—Templates created in ArcGIS Business Analyst Web App or ArcGIS Community Analyst and shared with you or your organization.
          • My Infographics—Templates created by you in ArcGIS Business Analyst Web App or ArcGIS Community Analyst.
    • Preset—This mode allows you to set a specific infographic with preconfigured location or geography settings.
      • Select Map widget (Optional)—Connect a Map widget. This allows users to click the map to drop a pin, select point and polygon features, or search the map. To select features from a map, you must configure the Map widget's action trigger.
        Note:

        The Business Analyst widget adds its own search tool to the map. When you include this widget in an app, the Map widget's search tool is turned off automatically.

      • Drawing tools—Include the Point and Polygon drawing tools, both of which allow users to create an input location for the infographic.
      • Location settings—Configure settings related to the input location for the infographic.
        • Country or region—Select a country or region from the drop-down list. Once you select a country or region, the Select an infographic panel only displays infographics available for that country or region.
        • Set a location—Open the Set a location window.
          • Preset location or geography—Define a default location for which to populate the infographic. The default location can be a point, such as an address, or a geographic boundary, such as the borders of a city or county.
      • Buffers—Click the Set buffers button to open the Set buffers window.
        • Set buffers—Choose how the widget calculates buffer distances. The buffers surround the preset or user-selected location, and the infographic displays information about the areas within the buffers. You can create buffers in the following ways:
          • Rings in miles or kilometers. The limits for ring size are 1,000 miles and 1,000 kilometers.
          • Drive time in minutes, miles or kilometers, based on road networks. The limits for drive time are 300 minutes, 300 miles, and 482.8 kilometers.
          • Walk time in minutes, miles or kilometers, based on paths and roads that allow pedestrian traffic. The limits for walk-time are 300 minutes, 27 miles, and 43.45 kilometers.
          Note:

          If you select a geographic boundary as the Preset location or geography, the buffers you set are only used when the user selects a point by clicking the map (when Run on map click is enabled), clicking a point feature, or searching with the Map widget's search bar.

      • Infographics—Click Select an infographic to open the Select an infographic panel, where you can choose an infographic template from one of the following lists:
        • Esri Infographics—Ready-to-use templates from Esri.
        • Shared Infographics—Templates created in ArcGIS Business Analyst Web App or ArcGIS Community Analyst and shared with you or your organization.
        • My Infographics—Templates created by you in ArcGIS Business Analyst Web App or ArcGIS Community Analyst.
  • Infographic settings—Customize the widget's appearance and tools.
    • View mode—Choose from five arrangement styles for the infographic elements. The default style is Auto, which is responsive to different screen sizes. If you resize the widget in the builder with Auto mode selected, the arrangement updates to best fit the current dimensions.
      Tip:

      Choose the Auto view mode and Preset layout mode if you expect users to resize the widget at run time. For example, use these modes if you have the Business Analyst widget contained in a Grid widget.

    • Background color—Change the background color.
    • Run on map click—Allow users to run the infographic for a specific location by clicking that location on a connected Map widget. Users can click existing point and polygon features, or click anywhere on the basemap to drop a pin. This setting is only applicable to Preset mode.
    • Display Header—Display a header at the top of the widget.
      • Header color—Change the header color.
      • Header text color—Change the header text color.
    • Image export—Allow users to export the infographic as a .png file.
    • Dynamic HTML export—Allow users to export the infographic to HTML.
    • Excel export—Allow users to export the infographic as an Microsoft Excel file.
    • PDF export—Allow users to export the infographic as a PDF.
    • Fullscreen—Include the Fullscreen button in the widget's header. This setting is only applicable to Preset mode.
    • Allow zoom—Include the zoom option in the widget's header. This option is not available for the Slides view mode.
  • GeoEnrichment—Add a GeoEnrichment utility service.

Interaction options

You can configure message actions to have the Business Analyst widget interact with other widgets. For example, you can allow users to select point and polygon features from a Map widget and run infographics for those features. To do this, add the Record selection changes trigger on the Action tab of the Map widget's settings, select the Business Analyst widget as the target, and add the Select feature action. Using the same trigger, you can also configure the Select feature action in the List, Table, Search, and Query widgets' settings.

In Workflow mode, when a feature of record is selected in a supported widget, the Business Analyst widget lists the feature. In Preset mode, when a feature or record is selected in a supported widget, the Business Analyst widget automatically updates the present infographic based on the selection.