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Get started with workbooks

Step 1
1Create a new workbook
Step 2
2Add your data
Step 3
3Create map cards
Step 4
4Create chart cards
Step 5
5Create summary tables
Step 6
6Save the workbook

The following sections give an overview of what you can do with workbooks in Insights.

1. Create a new workbook

When you use Insights, you work in a workbook. A workbook stores connections to your datasets, cards with spatial or nonspatial data, and analysis workflows. Workbooks can be edited, refreshed, and shared with others.

Learn more about workbooks

2. Add your data

Adding data is the starting point of any new workbook. Your data can be spatial datasets, nonspatial tables, or a mixture of both. When you open a workbook you can add data from your contents or organization, ArcGIS Living Atlas of the World, files (such as Excel files and shapefiles), and database connections (available in Insights Enterprise and Insights Local). Using a combination of spatial and nonspatial data from multiple sources can help you gain a more complete understanding of your data and tell a more interesting story.

Learn more about adding data

3. Create map cards

Spatial data can be displayed as maps in Insights. You can create maps that display multiple datasets, or create multiple maps and do side-by-side comparisons. Using multiple maps and linking the extents is a great way to gain a deeper understanding of your data.

Learn more about creating maps

4. Create chart cards

Charts are a great way to display your data and analyze it nonspatially. Charts are especially helpful when they are paired with a map displaying the same dataset. Both spatial and nonspatial data can be displayed as charts.

Learn more about creating charts

5. Create summary tables

Tables can be used to summarize your categorical data and view statistics such as sum and average. Tables can also be used to group categories, helping you learn even more about your data.

Learn more about creating tables

7. Save the workbook

Once you've created your workbook, you can change the title and save the workbook. The workbook will be available to open at a later date and can also be shared with other members of your organization.

Next stepsNext steps

To learn more about workbooks, see Quick exercise: Create your first workbook.

Now that you've gathered and implemented the basic components of your workbook, you are ready to perform analysis.