Configure map settings and tools
In this topic
- Enable or disable tools
- Configure the Find nearby tool
- Configure the Measure tool
- Configure the Trigger interactions tool
- Configure infographics
- Configure layout settings
- Configure map elements
- Configure data format settings
- Enable or disable data loading errors
You can easily specify which tools and map elements are available to users, and configure the way in which the map, data, and tools are displayed.
Several predefined themes can be applied to elements of the map layout. You can customize these themes by choosing different colors and fonts. In addition, you can enable or disable tools and map elements and specify different configuration options for the measure tool and infographics. You can also configure settings for data formats such as numbers and dates.
Enable or disable tools
Choose which tools will be available to report consumers. Tools that you can enable or disable include the following:
- Add data from ArcGIS (Add data menu)
- Analyze features (Tools menu)
Note:
Disabling this tool also disables the Find nearby tool.
- Find nearby (Analyze features tool)
- Get route (Tools menu and Analyze features tool)
- Measure (Tools menu)
- Share map (Tools menu)
Note:
Enabling or disabling Share map also enables or disables Share layer (Layer menu).
- Trigger interactions (Tools menu)
Note:
Enabling this tool also enables the Trigger interactions button in the Measure, Filter layer, and Get route tools. If you disable Trigger interactions, the Trigger interactions button will not be available in those tools.
- Basemap (Menu bar)
- Infographics (pop-ups)
- Create report (pop-ups)
- Filter layer (Layer menu)
- Snapshot (Menu bar)
- From the Advanced menu, choose Configure.
- Click the Tools tab if it is not already active.
- Click the On/Off selector beside any of the tools to turn them on or off.
- Click OK to save your changes.
Configure the Find nearby tool
When the Find nearby tool is enabled, you can change the options displayed by default to users.
- From the Advanced menu, choose Configure.
- Click the Tools tab if it is not already active.
- If necessary, click the On/Off selector beside Find nearby to turn on the tool.
- Click the Configure Find nearby button
. - To change the default options for the Find nearby tool, do any of the following:
- Type a new value in the Default ring box.
- From the Default ring unit drop-down menu, choose the units you want.
- Type a new value in the Default drive time box.
- From the Default drive time unit drop-down menu, choose the units you want.
- Click OK to save your changes.
Configure the Measure tool
When the Measure tool is enabled, you can change the units displayed by default to users.
- From the Advanced menu, choose Configure.
- Click the Tools tab if it is not already active.
- If necessary, click the On/Off selector beside Measure to turn on the tool.
- Click the Configure Measure button .
- To change the default units for the Measure tool, do any of the following:
- From the Default area unit drop-down menu, choose the area units you want.
- From the Default distance unit drop-down menu, choose the distance units you want.
- From the Default location unit drop-down menu, choose the location units you want.
- Click OK to save your changes.
Configure the Trigger interactions tool
When the Trigger interactions tool is enabled, you can change the default buffer options displayed by default to users.
- From the Advanced menu, choose Configure.
- Click the Tools tab if it is not already active.
- If necessary, click the On/Off selector beside Trigger interactions to turn on the tool.
- Click the Configure Trigger interactions button .
- To change the default options for buffers applied to selections, do any of the following:
- Type a new value in the Default buffer distance box.
- From the Default buffer unit drop-down menu, choose the units you want.
- Click OK to save your changes.
Configure infographics
Interactive pop-up infographics provide rich contextual information about locations on a map. If your organization's administrator has enabled infographics, you can choose to enable them in a report. When report consumers click the Infographics button in a pop-up, ArcGIS aggregates the demographics around the selected location on the map and delivers information such as age distribution and income for a set distance around the location. Many different types of infographics, ranging from age pyramids to bar charts, can be accessed in Esri Maps for MicroStrategy.
Information is displayed in a carousel of configurable infographics. Each infographic shows the distribution of one variable around the chosen location. A few infographics are turned on by default and can be scrolled through by clicking the arrows beside them. Infographic variables can easily be added to or removed from the carousel.
Note:
Using infographics requires an ArcGIS organizational account and will consume service credits. If you want to turn off the availability of infographics in pop-ups in a report, click the On/Off selector beside Infographics to disable them.
- From the Advanced menu, choose Configure.
- Click the Tools tab.
- If necessary, click the On/Off selector beside infographics to enable them.
- Click the Configure Infographics button .
- To change the country for which to display infographics variables, choose the country you want from the Show available data for drop-down menu.
- To change the default theme color for infographics, choose the theme you want from the Select color theme drop-down menu.
- To specify the variables to include in the infographics carousel, check the check boxes for the data collections containing the variables you want to display. Uncheck the check boxes for those you don't want to display.
- To include additional data variables from ArcGIS in the infographics carousel, do the following:
- Click Add more individual variables.
- Search for a variable name or choose a data collection to explore the variables it contains.
- Browse for variables in specific categories as needed.
- Check the check boxes for the variables you want to include in the infographics. Use the Back button to return to a previous window as needed.
- Click Apply to add the selected variables to the list of data collections.
- In the main Configure Infographics window, define the area for which you want to display information:
- From the Show data for drop-down menu, choose Ring, Drive Times, or Drive Distance. The Ring option returns information from a circle around the selected location. The Drive Times option returns information from an area within a specified driving time of the selected location. The Drive Distance option returns information from an area within a specified driving distance of the selected location.
- Change the default values as desired for the option you specified in the previous step. For Ring, you can change the radius and units. For Drive Times, you can change the time in minutes. For Drive Distance, you can change the distance and units of linear measurement.
- Click OK to save your changes.
Configure layout settings
You can easily change the look of the map layout in a report by applying one of six predefined themes. Any custom themes your system administrator has configured for your organization can also be applied. In a theme, the following map layout elements are defined:
- Menu
- Menu text
- Menu highlight
- Menu icon color
- Highlight
- Default font
In addition, you can further modify a predefined or custom theme for the current report. These changes are applied to the map, but the updated settings are only saved until one of the predefined or custom themes is reapplied.
- From the Advanced menu, choose Configure.
- Click the Layout tab.
- From the Theme drop-down menu, choose the theme you want to apply to the layout.
- If you want to change any of the settings in the theme, click Customize and do any of the following:
- To change the menu background, menu text, menu highlight, or button highlight colors, choose a new color from the appropriate color picker or enter the RGB, HSV, or HEX values you want.
- To change the menu icon color, choose the color option you want from the Menu icon color drop-down menu.
- To change the default font, choose a font from the Default font drop-down menu.
- Click OK to save your changes.
Note:
If you made changes to a theme, a new [Custom] entry appears in the Theme drop-down menu and remains active until you reapply a predefined or custom theme.
Configure map elements
Enable or disable map elements and specify options for map elements and selections from the Map tab in the Configure window.
- From the Advanced menu, choose Configure.
- Click the Map tab.
- To change the color used to highlight selected features on the map, choose a color from the color picker in the Selection color drop-down menu or enter the RGB, HSV, or HEX values you want.
- To change the color used to outline polygon features and points styled as shapes on the map, choose one of the following options from the Outline color drop-down menu:
- Same as fill color—Use the same color for the outline as the color defined for fill.
- Choose color—Choose the desired color from the color picker or enter the RGB, HSV, or HEX values.
- Click the On/Off selector beside any of the following map elements to turn them on or off:
- Home
- Previous extent/Next extent
- Overview map
- Scale bar
- Legend
- If you turned on the scale bar, change the units or style as desired.
- Click OK to save your changes.
Configure data format settings
Change the default data format settings from the Data tab in the Configure window.
- From the Advanced menu, choose Configure.
- Click the Data tab.
- Change the way data is formatted by default in pop-ups and other places on the map by choosing the options you want from the Percentage, Currency, Number, and Date drop-down menus.
- Click OK to save your changes.
Enable or disable data loading errors
You can choose to show or hide errors that are displayed in the Contents pane when you add data to the map. Errors are displayed by default.
- From the Advanced menu, choose Configure.
- Click the Other tab.
- Click the On/Off selector beside Show load data errors to turn on or off error display when data is loaded.
- Click OK to save your changes.