Configure the dashboard

The dashboards in the plan and project editor show metric values of your plan or project scenarios. In the data manager, you can configure metrics and define how they are calculated. Each metric consists of at least one metric source or existing metric values. Metric sources are aggregated as a weighted sum and summed up to the metric value. Use the Metrics option on the Dashboard tab to define and edit metrics. Use the Metric values option to import existing metric data. Metrics defined in the data manager are copied to newly created plans and projects.

See Work with the dashboard in plans and Work with the dashboard in projects to learn more about analyzing metrics in the dashboard.

Explore the metrics dependency graph

Use the dependency graph to explore the metrics that are defined for your urban model and how they depend on each other.

Adjust the layout

Complete the following steps to adjust the layout of the dependency graph:

  1. In ArcGIS Urban, click the Manage button Settings button at the upper right to open the data manager.
  2. Click Dashboard and select Metrics from the drop-down list.
  3. Choose from the dependency graph layout options in the blue header bar.
    • Vertical graph view Vertical graph view—Display the metrics in a dependency graph with a vertical layout.
    • Horizontal graph view Horizontal graph view—Display the metrics in a dependency graph with a horizontal layout.
    • List view List view—Display the metrics in a list.

Adjust the size

Complete the following steps to adjust the size of the dependency graph:

  1. In ArcGIS Urban, click the Manage button Settings button at the upper right to open the data manager.
  2. Click Dashboard and select Metrics from the drop-down list.
  3. Adjust the size of the dependency graph. Choose from the available options in the blue header bar.
    • Actual size Actual size—The metrics and metric connections are displayed in their actual size.
    • Zoom to fit Zoom to fit—The entire dependency graph is displayed.
    • Zoom out Zoom out—Zoom out.
    • Zoom in Zoom in—Zoom in.

Add and configure metrics

The sections below describe how to add and configure new metrics.

Add metrics

  1. In ArcGIS Urban, click the Manage button Settings button at the upper right to open the data manager.
  2. Click Dashboard and select Metrics from the drop-down menu.
  3. Click the Add button Add on the blue header bar.

    A dialog box appears.

  4. Provide a name, description, and unit type.

    The unit type of a metric cannot be changed after coefficients are set on space-use types, after the metric is used in another metric, or if a metric has existing data.

  5. Configure the Rounding method for metrics of unit types Number and Number per day:
    • None—Metric value is not rounded to a whole number.
    • Nearest—Metric value is rounded to the nearest whole number.
    • Up—Metric value is rounded up to the next larger whole number.
    • Down—Metric value is rounded down to the next smaller whole number.

    Each metric source value is rounded per space-use type on each parcel and then summed up to the total metric value. If the metric has existing data, this data is rounded per value. Learn more about adding existing metric values in the Import existing metric values section below.

  6. Click OK.

    The new metric appears in the dependency graph.

Note:

To edit existing metrics, click the rectangle in the dependency graph named after the metric or click the configure button Configure button if you are in the list view.

Connect metrics

By connecting two metrics, you can use one metric as a source in another metric. Metric sources are aggregated as a weighted sum and summed up to the metric value. See the Edit a metrics connection section below to learn more about how to weight a source metric. Complete the following steps to connect two metrics:

  1. In ArcGIS Urban, click the Manage button Settings button at the upper right to open the data manager.
  2. Click Dashboard and select Metrics from the drop-down menu.
  3. Click the Connect button Connect on the blue header bar.

    A dialog box appears.

  4. Define a connection from one metric to another by using the From and To drop-down menus. The metric specified in From is used as a source for the metric specified in To.

    Note:

    You can configure multiple connections per metric.

  5. Click OK.

    The connection is added the dependency graph.

Edit a metrics connection

On the metrics connection dialog box, you can define how a metric source is weighted when it is used in another metric. Complete the following steps to edit the connection between two metrics:

  1. In ArcGIS Urban, click the Manage button Settings button at the upper right to open the data manager.
  2. Click Dashboard and select Metrics from the drop-down menu.
  3. Click the Edit connection button Edit connection on the connection between two metrics.

    A dialog box appears.

  4. Choose the weight type of the source metric value in the Weighting section.
    • Constant—The weight is the same regardless of the space-use types. Provide a constant value in the input field in the Parameter section below the Weighting section.
    • Space use type parameter—A new parameter is added to the space-use types, which allows you to configure a different weight for each space-use type. This can be done on the Metric parameters tab of the space-use type settings. Provide a name in the input field in the Parameter section below the Weighting section.
      Note:

      See Manage space-use types to learn more about managing space-use types.

  5. Configure the metric source weighting by using the drop-down menu in the Parameter section.
    • x—The source metric value is multiplied by the weight value as configured in the Weighting section.
    • /—The source metric value is divided by the weight value as configured in the Weighting section.
  6. Optionally, configure an optional chart label.

    If configured, the optional chart label is displayed on the dashboard instead of the source metric name.

  7. Click OK.

    The Edit connection dialog box closes.

Import existing metric values

You can import existing values to metrics. Existing values represent the current state before any planning activity occurs. Existing values are stored as point features in the urban database. Complete the following steps to import existing metric values:

  1. In ArcGIS Urban, click the Manage button Settings button at the upper right to open the data manager.
  2. Click Dashboard and select Metric values from the drop-down menu.
  3. Click the Add button in the Existing data column for a metric listed in the Metric values table.

    The portal item picker appears.

  4. Click the layer that contains the existing data to select it and click OK.

    You can import existing metric data from point, polygon, and polyline feature layers.

  5. Use the Fields in source drop-down menu to configure the source field that contains the existing data.
  6. Use the Units in source drop-down menu to configure the units in the existing data source.
  7. If you are importing data from a hosted feature layer that does not contain point features, choose how line features or polygon features with existing data will be converted to point features.
    • Centroids—Import points as centroids of the input geometry.
    • Equally distanced points—Distribute the source value to equidistant points along a grid. No point is created if its value is 0.
  8. Click OK.
Note:

  • For metrics that are configured to be rounded to whole numbers, existing metric data is rounded per data point. See the Add metrics section above to learn more about metric rounding.
  • Existing metric data of aggregated metrics can not be calculated from the existing metric values of the involved source metrics. Add dedicated existing metric data for aggregated metrics.