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Add data

Your data is the basis of everything you do in Insights. You can add data to your workbook page from various data sources, making it easy for you to find the data you need for your analysis.

Add data from the home page

The Datasets tab Datasets on the home page gives you access to the feature layers that you created or that were shared with you by members of your organization. Clicking on the title of a dataset will open the dataset in a new workbook. You can use the search bar, filter, Favorites list Favorites, View items button View items, and Sort button Sort to help you find the items you want to add to a page.

The Add To Page window

The Add To Page window organizes your data to make it available in your workbook. Data types are organized into tabs, and the available tabs depend on the Insights deployment (Insights Enterprise, Insights Online, or Insights Local) you are using.

Insights Enterprise

The following data tabs and data sources are available in Insights Enterprise:

  • Content—Feature layers created by you.
  • Groups—Feature layers created by you or another member of your organization and shared to a group you are a member of.
  • Organization—Feature layers created by you or another member of your organization and shared to your organization.
    • Living Atlas—Feature layers curated by ArcGIS Online and configured for your ArcGIS Enterprise organization.
    • Boundaries—Standard boundary feature layers that have been configured for your organization.
  • FilesExcel workbooks, CSV files, and shapefiles that are added directly to your workbook.
  • Databases—Database connections and their associated spatial and nonspatial tables.

Insights Online

The following data tabs and data sources are available in Insights Online:

  • Content—Feature layers created by you.
  • Groups—Feature layers created by you or another member of your organization and shared to a group you are a member of.
  • Organization—Feature layers created by you or another member of your organization and shared to your organization.
    • Living Atlas—Feature layers curated by ArcGIS Online.
    • Boundaries—Standard boundary features that are part of the Living Atlas content.
  • FilesExcel workbooks, CSV files, and shapefiles that are added directly to your workbook.

Insights Local

The following data tabs and data sources are available in Insights Local:

  • Local Content—Feature layers created by you.
  • FilesExcel workbooks, CSV files, and shapefiles that are added directly to your workbook.
  • Databases—Database connections and their associated spatial and nonspatial tables.
  • ArcGIS Content—Feature layers created by you in your ArcGIS organization. ArcGIS Content and its sub tabs are only available when you are signed in to an ArcGIS oranization.
    • Groups—Feature layers created by you or another member of your organization and shared to a group you are a member of.
    • Organization—Feature layers created by you or another member of your organization and shared to your organization.
      • Living Atlas—Feature layers curated by ArcGIS Online.
      • Boundaries—Standard boundary features that are part of the Living Atlas content.

Add data to your workbook

Use the following steps to add data to your workbook:

  1. Open the Add To Page window using one of the following options:
    • Create a new workbook. The Add To Page window opens when the workbook is created.
    • Click the Add button above the data pane in an existing workbook.
    • Create a new page in an existing workbook. The Add To Page window opens when the page is created.
  2. Choose one or more datasets from the available tabs:
    • To choose data from the Content, Local Content, ArcGIS Content, Organization, Living Atlas, or Boundaries tab, use the following steps:
      Note:

      ArcGIS Content, Organization, Living Atlas, and Boundaries are only available for an ArcGIS organization. You must be signed in to an organization to access these tabs from Insights Local.

      1. Click the tab containing the data you want to add, if necessary.
      2. Find the feature layer you want to add, using the search bar and sorting tools if necessary.
      3. Select the dataset.
    • To choose data from the Groups tab, use the following steps:
      Note:

      The Groups tab is only available for an ArcGIS organization. You must be signed in to an organization to access this tabs from Insights Local.

      1. Click the Groups tab.
      2. Click the group that the data is shared with.
      3. Find the feature layer you want to add, using the search bar and sorting tools if necessary.
      4. Select the dataset.
    • To choose data from the Files tab, use the following steps:
      1. Click the Files tab.
      2. Browse to add files using the Browse my computer button or drag files into the window.
    • To choose data from the Databases tab, use the following steps:
      Note:

      The Databases tab is available for Insights Enterprise and Insights Local.

      1. Click the Databases tab.
      2. Click the database connection that you want to add data from. You can also create a new connection if necessary.
      3. Find the feature layer you want to add, using the search bar and sorting tools if necessary.
      4. Select the dataset.

    The dataset appears in the Selected Data pane. If there is more than one layer or table associated to the selected dataset then all of the layers or tables will be listed.

  3. Optional: Deselect any datasets, layers, or tables that you do not want to add to the workbook.
  4. Click Add.

Data types

Feature layers

Feature layers in your organization are categorized in the Add To Page window to make them easier for you to find. Depending on who created the layers, how they are shared, and which deployment you are using, you can find data on the Content, Groups, Organization, Living Atlas, and Boundaries tabs.

A map is created automatically when you add a feature layer to your workbook.

Files

Datasets can be added directly to your workbook using the Files tab. A file is saved only in the current workbook and will need to be re-added to use it in a separate workbook. If a file will be used frequently, you can import the file on the home page to create a feature layer so that the data will be available in the Contents tab for all workbooks you create.

The following file formats are supported:

  • Microsoft Excel workbook (.xlsx)
  • Comma-separated values (CSV) file (.csv)
  • Shapefile (in a .zip file)
Note:

CSV files only support one table per sheet. If your CSV file contains multiple tables per sheet, you should convert it to an Excel workbook or move the extra tables to their own sheets.

Excel and CSV files are added as nonspatial tables. To use your Excel and CSV files as spatial data, you must enable location.

No cards are created when you add data from a file. You can create charts and tables with all file types. Maps can be created with shapefiles or with Excel and CSV files that have had location enabled.

Databases

Note:

Database connections are available in Insights Enterprise and Insights Local.

Connections can be made to PostgreSQL, SQL Server, Oracle, and SAP HANA databases so that you can access database tables from directly within Insights. Database tables can be spatial or nonspatial. Spatial tables load with the location field symbol Spatial dataset.

No cards are created when you add datasets from a database connection. You can create charts and tables with any database tables, or create maps if the table has a location field. You can also enable location in a table without a location field.

Note:

To ensure the accurate and consistent analysis of spatial data from database connections, Insights requires that spatial tables have either a primary key or a unique index. An exclamation mark next to the location icon indicates that neither a primary key nor a unique index is detected. You can choose which fields will be used as the location or the ID fields by clicking the location field icon and choosing from the list of spatial and nonspatial fields.

If an ID field is not specified either automatically or manually, the table will be added to Insights as a nonspatial dataset. Only one spatial field is supported for each spatial table from a database connection, where features must meet the following requirements:

  • Features must have a valid geometry or geography (null or invalid features are not supported).
  • Features must have a spatial reference identifier (SRID).
  • All features in the field must have the same SRID.
  • All features in the field must have the same geometry type.

Resources

The following resources may be helpful for adding data in Insights: