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Copy a dataset to your workbook

Copying a dataset to your workbook allows you to create a workbook version of datasets from your ArcGIS organization, a database connection, or other data sources. Copied datasets are functionally equivalent to datasets created from files or hosted feature layers. A copied dataset is only available in the workbook where it was copied, unless it is shared to create a hosted feature layer.

Use the following steps to copy a dataset:

  1. Add a dataset to your workbook, if necessary.
  2. Click the Dataset options button Dataset options for the dataset in the data pane.
  3. Click Copy to Workbook.

A copy of the dataset is added to the data pane. The dataset is named in the format Dataset Name 1.

Why copy a dataset?

Tables from database connections and remote feature layers do not have the full functionality of a file, hosted feature layer, or copied dataset. Copying the data to your workbook allows you to take full advantage of all features available in Insights, regardless of your data type.

Copying your data is recommended in the following situations:

  • When using a remote feature layer for the following unsupported functions in Insights in ArcGIS Online or Insights in ArcGIS Enterprise:
    • Create a relationship
    • Apply an advanced filter
    • Apply a cross filter
    • Create a binned map
    • Create a chart using median or percentile as the statistic
    • Use date/time subfields
  • When using a dataset from your ArcGIS content for the following unsupported functions in Insights Desktop:
    • Create a relationship
    • Perform spatial analysis on a remote feature layer with over 250,000 features
    • Share a page with cross filters enabled to the public
    Note:

    These limitations apply to ArcGIS content that is hosted in the organization you are signed in to. If the content from your organization is remote, it will have the same limitations as a remote layer in Insights in ArcGIS Online or Insights in ArcGIS Enterprise.

  • When creating a relationship between incompatible datasets, such as datasets stored in different database types or data stores.

In this topic
  1. Why copy a dataset?