Customize your page

Insights in ArcGIS Online
Insights in ArcGIS Enterprise
Insights desktop

An ArcGIS Insights page can be customized using a combination of colors, font sizes, images, and other settings to help you present your data and analysis effectively. You can customize the page using company colors and logos to make sure that you are communicating your analysis consistently with your company standards.

Overview

Each page that you create will be customized for individual purposes. Therefore, the settings that you use will be different depending on what you are trying to communicate. The following steps provide a generalized workflow for creating a page with all the settings. You may choose to skip or modify steps based on which settings are relevant for your project.

  1. Make sure you are looking at Insights in Page view Page view, rather than Analysis view Analysis view (Page view is the default).
  2. Click the Page options button Page options to display the Page options pane.
    1. Use the Colors tab Colors to change the page background color, card background color, and foreground color for the full page.
      Note:

      The background color will not be included on a printed report to limit the amount of ink used. If you want your printed report to have a certain background color, you should use colored paper for printing.

    2. Use the Card borders tab Card borders to change the color, width, and style of the card borders for the full page.
    3. Use the Fonts tab Fonts to change the font style for the titles and axis labels for all applicable cards on the page.
    4. Use the Apply to all pages button to apply the settings from the current tab to all current and future pages in the workbook. Use the Reset button to revert the settings for the tab to the default.
    Note:

    The card settings are applied to all cards on the page, as well as any cards created after the settings are applied.

  3. Click the Widgets button Widget and choose Text and media Text & Media from the menu to add a text and media card to the page. Use the Card options button Card options to access more options for the card.
    1. Click the Appearance button Appearance to change the font size, text alignment, colors, border, and other properties.
    2. If you want to add media, click the Media options button Media options. You can embed media from a URL or browse to an image on your computer.
  4. For overlapping cards, change the order by clicking the Card options button Card options then clicking the Order button Order to display the options for bringing the card forward or sending it backward.

Now that you've created your Insights page, you can design a report, publish a report, or publish the theme.

Themes

If you want to reuse the customized settings or share them with other members of your organization, you can publish the settings as a theme. Themes save the page settings and placeholders for all the cards used on your page with the card settings applied. Optionally you can embed text, such as a commonly used title, and images, like your company logo. Other content, such as data or models, is not saved with a theme.

Text and media

To save text and media with the theme, activate the text and media card with the content you'd like to embed. Click the Include with Theme button Include with Theme. The content on the card will be saved when the theme is published.

Note:

By default, the content is not published with a theme unless you have explicitly chosen to include it.

If you change your mind and decide not to include the content with the theme, click the Do not include with Theme button Do not include with Theme. You can also republish your theme to update the setting.

Apply a theme

To apply a theme, click the Add to page button Add to page above the data pane. Navigate to the Themes tab Themes, select your theme, and click add. Your page will then be updated with the applied settings in the theme.

Note:

Only one theme can be applied to a page at a time.

Placeholder cards

When a theme is applied to a page, the settings, including position, are applied to the cards on the page. Cards from your page will be placed in the position of cards of the same type when possible. The cards will be placed using the following system:

  • If the theme and your page both have two maps and two charts, then the maps and charts will be moved to the corresponding placements from the theme in the order they are found on your page.
  • If your page does not have all of the same card types, then the cards of the same type will be placed first and the extra cards will be placed in the position of the remaining card.
  • If your page has fewer cards than the theme, then a placeholder card will be added in the placement specified in the theme.
  • If your page contains more cards than the theme, then your cards will be placed as described above and the remaining cards will be placed at the bottom of the page.

If your page has unused placeholder cards, you can replace them with any card type. The exception is a text and media placeholder card, which can only be filled with text and media. To create a card on a placeholder, activate the placeholder card and drag the fields to the drop zones. Alternatively, you can use the buttons above the data pane. You can remove a placeholder card from the page using the Delete button Delete.

Note:

If you publish a report with a placeholder card, a blank card will appear in the report viewer. It is best practice to remove the placeholder card before publishing a page.

Resources

Use the following resources to learn more:


In this topic
  1. Overview
  2. Themes
  3. Resources