The ArcGIS Insights home page can be used to create and manage content, open existing content, and manage your account. The home page is displayed when you sign in to Insights or if you click the Home button .
The following tabs are available on the home page:
Organization members with viewer privileges can also access shared workbooks and pages.
The Home tab provides an overview of the items and features that are important to you, as well as statistics on your recent Insights usage. The Recent workbooks section lists the most recently created or updated workbooks that you own, giving you quick access to the workbooks that are most relevant to you. The Favorites section lists items from your favorites list. All item types, including workbooks, datasets, pages, and themes, can be added to the favorites list using the Favorite button . The Pulse section displays charts with statistics, such as the number of items you have created or shared recently. The What's new section gives an overview of the new and updated features in the current Insights release. More detailed information can be found in What's new.
A workbook is a collection of data, cards, results, and other processes that are performed during analysis. The Workbooks tab allows you to open a workbook, import or export a workbook package, or manage existing workbooks.
Hovering over a workbook will give you options to manage your workbook.
Insights model and script items appear in the Models tab. Script items are available in Insights in ArcGIS Enterprise and Insights desktop.
A model is a record of the processes used on an Insights page. Models are created and updated automatically when you perform any analysis or data manipulation actions in an Insights workbook. A model must be shared or saved for the item to appear in the Models tab.
A script must be shared to appear in the Models tab.
Clicking an item name will open a new workbook and the Add to page window with the item selected. One or more datasets should also be added to run the model.
A dataset can be opened in a new workbook by clicking the dataset name.
The Connections tab can be used to create and edit the following connection types:
- Relational database connections (Insights in ArcGIS Enterprise and Insights desktop)
- Microsoft OneDrive connections (Insights in ArcGIS Enterprise and Insights in ArcGIS Online)
- Microsoft SharePoint connections (Insights in ArcGIS Enterprise and Insights in ArcGIS Online)
- ArcGIS connections (Insights desktop)
- Jupyter Kernel Gateway connections (Insights in ArcGIS Enterprise deployments using ArcGIS Enterprise 10.8 or higher)
Click the item name to edit the connection settings.
The Pages tab can be used to manage and view shared page items. A page item is a snapshot of the cards that were on an Insights page at the time it was shared. Only shared pages will be saved as items and available from the Pages tab.
A page can be opened in the Page Viewer by clicking the page name.
The Themes tab can be used to manage and open shared theme items. A theme saves page settings, including card placement, colors, and fonts, and allows you to apply the settings to other pages. A theme has to be shared for an item to be created.
Clicking a theme name will open a new workbook and the Add to page window with the theme selected.
Items, such as workbooks, pages, and themes, can be stored in folders and subfolders, added to a favorites list, or shared. Each of these processes affects how items can be found on the tabs on the home page.
Use the following methods to find items:
- Browse through folders and subfolders by clicking the folder cards.
- Search for the item with the search bar.
- Use the filter button to filter the items by owner, date modified, and tags.
- Use the Favorites button to view only items on the favorites list.
- Use the View items button to show all items, items created by you, or items shared with you.
- Use the Sort button to sort the items alphabetically or by age.
- Use the List view button and Tile view button to change how the items are displayed.
Insights viewer home page
The home page for organization members with viewer privileges includes the Home , Workbooks , Pages , and Settings tabs .
The Home tab provides an overview of the items and features that are important to you, as well as statistics on your recent Insights usage. The Recent workbooks section lists the most recently created or updated workbooks that were shared with you, giving you quick access to the workbooks that are most relevant to you. The Favorites section shows items that were added to the favorites list using the Favorite button . The Pulse section displays charts with statistics, such as the number of items you have viewed recently.
The Workbooks tab includes the workbooks that were shared with you by other members of your organization. Click on the workbook title to open the workbook in viewer mode.
The Pages tab includes the pages that were shared with you by other members of your organization. Click on the page title to open the page in viewer mode.
The Settings tab can be used to view and update your profile.