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Enable locations for your data

If your dataset does not contain a location field Location field, you can enable location with these location types: coordinates, addresses, or geographies. After you enable location, a new location field is added to your dataset. With a location field, you can create maps and perform spatial analysis with your data.

Enable location for your dataset

  1. From the data pane, click the Dataset options button Dataset options.
  2. Click Enable Location.
  3. Choose a Location type.

    Coordinates

    Make selections for the following parameters:

    • A field from the X (Longitude) and Y (Latitude) lists
    • A different spatial reference if desired

    Address

    Make selections for the following parameters:

    • A Geocoding service if there's more than one.
    • A Country for the address.
    • Under Address fields, choose One if the location description is in one field. Choose Multiple if the location description is separated across multiple fields.
    • Match the fields that correspond to the address field or fields in your dataset.

    Geography

    By default, one Location field is chosen, along with a Matching geography level. The estimated match accuracy between the fields is indicated with a sliding scale that ranges between No match and Best.

    You can do one of the following:

    • Choose a different Location field.
    • Choose a different Matching geography level.
      Note:

      Values in Matching geography level are pulled from standard or custom boundary layers in the data pane. If no geography levels are listed, you must add data that contains a location field Location field, such as a boundary layer or a feature layer.

      Spatiotemporal big data store datasets are currently in Preview mode and cannot be used as input for the Matching geography level.

    • Click Multiple to apply the same geography level to multiple fields.
  4. For datasets with location enabled by address to coordinates, check the Repeat identical features check box if you want all features to be enabled as individual features. If the box is unchecked, then identical features will be aggregated.
  5. Click Run.
  6. A new location field Location field is added to the dataset.

About location types

Coordinates

Use the Coordinates location type if your dataset contains X,Y coordinates. Insights for ArcGIS can usually detect the X (longitude) and Y (latitude) fields in your dataset. You can override the suggested fields, and specify other fields.

For example, if your data contains two sets of coordinates, you might want to specify which coordinates you want to add location to. The default spatial reference is World Geodetic System (WGS) 1984 (4326). You can specify a different spatial reference. If you are unsure of which coordinate system to use, check with the person who created the spreadsheet or collected the data.

If your latitude (Y) values fall between -90 and 90 and the longitude (X) values fall between -180 and 180, use WGS84. If your latitude and longitude values are in meters and have 6, 7, or 8 digits before (to the left of) the decimal point, use Web Mercator.

Address

Note:

In Insights Enterprise, your portal must be configured to allow batch geocoding and you must have the Geocoding privilege to enable location by address (a transaction called geocoding).

In Insights Online, you must have the Geocoding privilege to enable locations by address. The Geocoding privilege is included in both the Administrator and Publisher role. ArcGIS World Geocoding Service can be used to enable location in your data by address. Credits will be used to enable location with ArcGIS World Geocoding Service. You can also configure a custom batch geocoder for your organization. For more information, see Configure utility services.

Use the Address location type to enable location using the following:

  • One field when location descriptions are contained in a single field. Example:

    StreetAddress

    200 Brady St., Sudbury

    Each row in the above column generates a single point feature. You can choose a less descriptive field, such as PostalCode if you want to see each postal code as a point on a map. For area features, it's best practice to use the Geography location type (below).

  • Multiple fields when address information is separated across multiple fields. Example:

    StreetNumberStreetNameCity

    200

    Brady St.

    Sudbury

    Each row across the selected fields generates a single point feature.

Geography

Use the Geography location type to enable location for area features, such as a postal code boundary layer from Boundaries in the Add To Page window (see Add data) or custom boundaries from other datasets on your page, such as police districts.

When you use the Geography location type, a join is performed behind the scenes between the current dataset and a custom or standard boundary layer from the data pane that you specify.

Identical features

Identical point features will be aggregated into a single feature by default when enabling location by coordinates or address. To keep all point features without aggregating, check the Repeat identical features parameter in the Enable Location pane.

Features with location enabled by geography will always be aggregated.

Repeat identical features

If Repeat identical features is checked, every entry in the dataset will be displayed individually on a map, including features in the exact same location. A map created with the location field will display the features using Location (Single Symbol).

Repeat identical features should be used for datasets with separate features that have the same location, where each feature is known to have a separate location, or in situations where you need to perform analysis on the raw data, rather than the aggregated data.

Example

An analyst wants to determine the return on investment (ROI) for colleges in the United States. Since the ROI is not based on counts, the raw data is required to perform the calculation using Calculate Ratio. Therefore, the location of the colleges should be added with Repeat identical features enabled.

Calculate ratio on all colleges in the United States

Aggregate features

If Repeat identical features is not checked, the features located in the same location (either identical coordinates or identical addresses) will be aggregated into a single point. A map created with the location field will display the count of features in each location using Counts and Amounts (Size). A map created with a number or rate/ratio field will display the sum of the aggregated points by default, with the options to change the statistic to minimum, maximum, or average. The Info button Info can be used to view the aggregated statistics.

Aggregating features should be used when features located in the same place need to be combined to display a count or summary of the data, or when the locations will be used to create a link map.

Example

A retail supplier collects monthly data on the orders made by for each store. Enabling location on the data by aggregating the features allows the data analyst to quickly compare each location using maps with the count of orders, total revenue, and other aggregated statistics.

Total number of orders and revenue from each store