To create interactive charts, select one or more string, number, rate/ratio, or date/time fields from the data pane and drag them onto the page, or use the Chart button at the top of the data pane.
You can also switch to different supported visualization types from existing cards.
Tip:
You can copy a chart card onto another page by dragging it to the New page tab or an already created page. If you want to copy the chart onto the same page, use Ctrl+C to copy and Ctrl+V to paste.
Chart types
There are several types of charts that can be created using ArcGIS Insights. Insights uses smart defaults to create the best type of chart for the data you want to visualize, so you know you are always getting the best type of chart for the field that you select.
The table below indicates the inputs for each chart, related visualizations you can switch to using the Visualization type button , and questions the chart can help you answer.
Visualization | Minimum data requirements | Related visualization types | Questions it can help you answer |
---|---|---|---|
One string field |
| How is it distributed (by category)? | |
One number or rate/ratio field |
| How is it distributed? What are the high values? What are the low values? | |
One string field |
| How is it distributed (by category)? | |
Two string fields |
| How is it related? | |
One string field |
| How is it distributed (by category)? | |
One of the following:
|
| How is it distributed (by category)? How is it related? | |
Two string fields |
| How has it changed? How is it related? | |
One string field |
| How is it distributed (by category)? | |
Two string fields |
| How is it related? | |
One number field |
| How is it distributed? What are the high values? What are the low values? | |
One number field | None | How is it related? | |
One string field |
| How is it distributed (by category)? | |
Two string fields |
| How is it related? | |
One string field and one number or rate/ratio field |
| How is it distributed (by category)? | |
Two number or rate/ratio fields |
| How is it related? | |
Three or more number or rate/ratio fields |
| How is it related? | |
Two string fields |
| How is it distributed (by category)? | |
Two string fields |
| How is it distributed (by category)? | |
One date/time field |
| How has it changed? | |
One string field |
| How is it distributed (by category)? |
Change variables
As the data story emerges from your visualizations, you can show different data and adjust properties such as grouping your data, as well as change chart styling. Editable fields on charts are shown in gray drop-down boxes. You can choose a different field to show on one axis or both axes. Click an editable field on your chart, and choose a different field from the list.
Visualizations that summarize data, such as bar charts, time series graphs, line graphs, and summary tables allow you to choose a different statistic type. For example, you can switch from displaying the sum of sales per region to the average sales per region by using the statistic type drop-down menu.
Use the chart toolbar
Every card has a toolbar that can be used to find more information or improve the appearance of your data.
Tool | Description | Applicable charts |
---|---|---|
Layer options | The Layer options button can be used to display the Layer options pane. The options available on this pane depend on the chart type. | All |
Chart statistics | The Chart statistics button can be used to display relevant statistical calculations about your data. The following statistics can be displayed for bar charts, column charts, time series graphs, and line graphs:
The following statistics can be displayed for histograms:
The following statistics can be displayed for scatter plots:
| Bar chart, column chart, histogram, scatter plot, time series graph, line graph |
Card filter | The Card filter button can be used to remove any unwanted data from your chart. Filters can be applied to all string, number, rate/ratio, and date/time fields. A card filter does not affect other cards using the same dataset. For more information, see Filter data. | All |
Selection tools | Selections can be used to highlight important features. Selections on one card are reflected on any other card using the same data. The following selection tools may be available on your chart:
For more information, see Make selections. | All except donut chart and KPI |
Visualization type | The Visualization type drop-down menu shows all available card types. The drop-down list can be used to quickly change your card to a map, summary table, or another type of card. The availability of visualizations depends on what type of data is being displayed on your card. | All |
Sort | The Sort option is available for most charts that use a string field. The following sort options are available:
| Bar chart, column chart, line graph |
Maximize | The Maximize button is used to enlarge the card. Other cards on the page will be reduced to thumbnails. The card can be returned to its previous size using the Restore down button . | All |
Enable cross filters | The Enable cross filters button is used to allow filters to be created on the card using selections on other cards. Cross filters can be removed using the Disable cross filters button . For more information, see Filter data. | All |
Flip card | The Flip card button displays information on the back of the card about your chart, such as a description of your analysis and a time stamp for when your data was last updated, if applicable. The back of the card also includes statistics, such as count, mean, and median. For some charts, the back of the card can be used to export the data from the card as a CSV. | All |
Delete | The Delete button removes the card from your page. If you did not intend to delete your card, you can retrieve it using the Undo button. | All |
Modify an axis
By default, all numeric axes in Insights are on a linear scale. One or more axis can be changed to a logarithmic scale for scatter plots, time series graphs, and line charts. Logarithmic scales are nonlinear scales that can be used to display datasets with large ranges of data values. A logarithmic scale uses logarithmic orders of magnitude to display the data at a more manageable scale. By default, Insights will use a base 10 logarithmic scale. Changing the scale of the axis does not change the value of the data, just the way it is displayed.
The scale of an axis can be changed by clicking the axis and choosing Linear or Log.
Field names are used to label axes by default. To change the axis labels on a chart, use the following steps:
- Click the Card options button .
- Click the Edit labels button .
- Click a label to highlight the text.
- Type the new axis label.
- Hit Enter or Return on your keyboard to make the changes go into effect.
Change the layer options
The Layer options pane can be accessed by clicking the Layer options button . The options and tabs available in the Layer options pane are dependent on the type of chart and current style.
Tab | Description | Applicable charts |
---|---|---|
Legend | The Legend tab displays the symbols on the chart along with the corresponding categories. The Legend tab is interactive, so it can be used to select features on your chart (available for unique symbols). If your chart is displayed using Unique symbols, you can change the color associated with a category by clicking the symbol and choosing a color from the palette or entering a hex value. | All except histograms |
Symbology | The Symbology tab is used for the following purposes:
| Bar chart, column chart, combo chart, data clock, heat chart, link chart, point chart |
Appearance | The Appearance tab can be used to change the Symbol color for charts displayed with single symbols, such as histograms. The Symbol color can be chosen from the color palette or customized using a hex code. | Bar chart, column chart, combo chart, histogram, scatter plot, time series graph, line graph, box plot, scatter plot matrix, link chart, point chart |
Copy a chart
A chart card can be duplicated on a page by activating the card (a card is active when the Action button is visible) and using Ctrl+C to copy the card and Ctrl+V to paste it on the page.
A chart card can be copied to a different page by dragging the card to the New page tab or to an existing page. When a chart is copied to a new page, the dataset will also be copied, if necessary, along with all of the processes used to create the chart. The dataset will not be copied if it already exists on the new page unless one of the datasets contains a dataset filter, a calculated field, or a location field created by enabling location.