Package a workbook

A workbook package is an exportable file containing all aspects of an Insights workbook. All pages, data, models, and themes are included in the package exactly as they appear in the original workbook.

A packaged workbook is saved as an .insightswbk file, which can be distributed and imported to other Insights deployments.

Create a workbook package

A workbook package can be created by the workbook owner. If a workbook was shared with you, you must duplicate the workbook first before creating the package.

Complete the following steps to create a workbook package:

1. If a workbook is open in Insights, save your work and click the Home button to return to the home page.

   If you are signing in to Insights, you are taken to the home page automatically.

2. Click the Workbooks tab to view your saved workbooks.
3. Find the workbook you want to package using the search bar, filter button , and Sort button if necessary.
4. Hover over the workbook.

   A list of buttons appears.

5. Click the Export button .

   If the workbook contains data from a connection, the Packaging method window appears.

6. In the Packaging method window, do the following:
   1. Choose Reference data or Copy data.
   2. Click OK.

   For more information about packaging methods, expand Additional information or see Packaging methods.

Note:

In Insights desktop, workbooks with secured data from a data-only ArcGIS connection with cross filters applied will fail when packaged using the Reference data option because of an invalid URI. For information about adding a redirect URI, see Configure redirect URIs.

The package is downloaded in your browser's default download folder. If you are using Insights desktop, a window appears where you can browse your folders and choose a location to save the workbook package.

Import a workbook package

Complete the following steps to import a workbook package:

1. If a workbook is open in Insights, save your work and click the Home button to return to the home page.

   If you are signing in to Insights, you are taken to the home page automatically.

2. Click the Workbooks tab.
3. Click the Import button.
4. Browse to the saved workbook package (.insightswbk) you want to import, select the package, and click Open.

A workbook is created and can be opened from the Workbooks tab. If you are importing a package that contains database tables that were packaged by reference, you may need to map the database connections.

Note:

In Insights in ArcGIS Online, imported workbook packages can be no larger than 100 MB. If you choose a workbook package that is larger than 100 MB, an error message displays.

An error will occur if a workbook package containing database connections is imported into Insights in ArcGIS Online, or if a database connection using OS authentication is imported in Insights desktop for macOS.

Workbooks containing cards and scripts from the Insights scripting environment can be imported into Insights in ArcGIS Online, but the scripts cannot be opened or run.

Packaging methods

There are two options for packaging workbooks containing connections: reference the data from the connection or copy the data to the workbook before creating the package.

Note:

Datasets that require you to choose a packaging method include data from a database connection and remote feature layers, including ArcGIS Living Atlas datasets.

If data is packaged by reference, the equivalent dataset or connection must be available in the Insights account where the package is imported. Workbooks containing database datasets and data that is packaged by reference cannot be imported into Insights in ArcGIS Online.

Data can also be copied to the workbook before being packaged. Workbooks packaged with copied data can be imported into any Insights account. However, any updates to the original datasets or database tables will not be reflected in the imported workbook.

The following table summarizes various functions of workbook packages and whether they are supported when data is referenced or copied:

Function	Specifications	Packaged with reference data	Package with copied data
Live updates from the original dataset (when applicable)	Not applicable	Yes	No
Import into Insights in ArcGIS Online	Workbook containing database tables	No	Yes
	Workbooks containing remote feature layers	Yes	Yes
	Workbooks containing cards from the scripting environment	Yes—The script cannot be opened or run, but existing cards in the workbook will be visible.
Import into Insights in ArcGIS Enterprise	Workbooks containing database tables	Yes—The database connection must be available in the organization where the package is imported for the data to display on the cards correctly.	Yes
	Workbooks containing remote feature layers	Yes	Yes
Import into Insights desktop	Workbooks containing database tables	Yes—The database connection must be available in Insights desktop for the data to display on the cards correctly. Databases with OS authentication are not supported in Insights desktop for macOS.	Yes
	Workbooks containing remote feature layers	Yes—You must be signed in to an organization with access to the remote feature layer.	Yes