Work with metrics

Use metrics to quantify and analyze design scenarios and compare them with each other. 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. You can load default metrics or configure custom metrics. The dashboard in the Plan editor allows you to visualize the metrics in a meaningful way.

In land-use plans, you can additionally calculate potential metric values based on the land-use regulation.

You can publish metric values to the detail card of public plans or to a spreadsheet for further analysis outside of ArcGIS Urban.

Metrics

When you create a plan, metrics are copied from your urban model. If there is existing metric data, this is also copied. If there are no metrics defined on the design plan, you can load default metrics. In the Plan editor, you can configure new metrics, edit metrics, and add existing values to metrics that reflect the current conditions.

Load default metrics

If there are no metrics defined for the design plan, you can load default metrics. To do that, complete the following steps:

  1. Open the Plan editor.
  2. Expand the drop-down menu named after the plan and select Configure.

    The plan configuration opens to the general plan settings tab by default.

  3. Click Metrics.

    If there are no metrics configured yet, there is a gray Load default metrics bar in the center of the screen.

  4. Click Load on the gray Load default metrics bar.

    The Load default metrics dialog box appears.

  5. Click OK on the Load default metrics dialog box.

    The following default metrics are added to the Metrics dependency graph:

    • CO2 emissions
    • Daily trips
    • Energy use
    • External water use
    • Households
    • Internal water use
    • Jobs
    • Parking spots
    • Population
    • Required parking spots
    • Solid waste
    • Wastewater

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. Open the Plan editor.
  2. Expand the drop-down menu named after the plan and select Configure.

    The plan configuration opens to the general plan settings tab by default.

  3. Click Metrics.
  4. 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. Open the Plan editor.
  2. Expand the drop-down menu named after the plan and select Configure.

    The plan configuration opens to the general plan settings tab by default.

  3. Click Metrics.
  4. 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 metrics

Complete the following steps to create custom metrics:

  1. Open the Plan editor.
  2. Expand the drop-down menu named after the plan's name and select Configure.

    The plan configuration opens to the general plan settings tab by default.

  3. Click Metrics.
  4. Click the Add button Add on the blue header bar.

    A dialog box appears.

  5. 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.

  6. 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 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. See the Existing metric data section below to learn more about adding existing data to metrics.

  7. 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 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. Open the Plan editor.
  2. Expand the drop-down menu named after the plan's name and select Configure.

    The plan configuration opens to the general plan settings tab by default.

  3. Click Metrics.
  4. Click the Connect button Connect on the blue header bar.

    A dialog box appears.

  5. 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.

  6. Click OK.

    The connection is added to 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. Open the Plan editor.
  2. Expand the drop-down menu named after the plan's name and select Configure.

    The plan configuration opens to the general plan settings tab by default.

  3. Click Metrics.
  4. Click the Edit connection button Edit connection on the connection between two metrics.

    A dialog box appears.

  5. 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 Space-use types to learn more about managing space-use types.

  6. 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.
  7. Optionally, configure an optional chart label.

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

  8. Click OK.

    The Edit connection dialog box closes.

Existing metric data

Existing metric data represents the current state before any planning activity happens. Existing metric data is stored as point features in the design database. If you develop a parcel that has existing metric values, values are subtracted from the metric values generated by the new development. Only the owner of a plan can add and edit existing metric data.

Note:

  • If you develop a parcel with a custom building and want to subtract existing metric data from the metric values generated by the new development, you need to demolish the parcel. See Draw new building spaces to learn more. If a parcel is developed, all metric values covered by the parcel are subtracted, not only those covered by the new buildings.
  • 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.

Import existing metric data

If you are the owner of the plan, complete the following steps to import existing metric data from a hosted feature layer:

  1. Open the Plan editor.
  2. Expand the drop-down menu named after the plan and select Configure.

    The plan configuration opens to the general plan settings tab by default.

  3. Click Layers and select Metric values from the drop-down menu.
  4. Proceed with step 2 in Import existing metric data.

Manually add existing metric data

If you are the owner of the plan, complete the following steps to manually add existing metric data points:

  1. Open the Plan editor.
  2. Use the scenario switcher in the header to switch to the Existing scenario.
  3. Click the Dashboard button Dashboard in the header.
  4. Ensure that there are metrics in the dashboard.

    If the dashboard is empty, follow the instructions in Edit the dashboard to add metrics to the dashboard.

  5. Click a metric in the dashboard.

    If there is existing data for the selected metric, you will see blue pins in the view. Each pin represents an existing metric value.

  6. Click Edit geometry Edit geometry on the workflow toolbar at the right of the view, and from the Edit geometry tools in the header, click Add geometry Add geometry.
  7. Click the map to place an existing metric data value pin.
  8. Click OK.
  9. Click the pin you just added to select it.
  10. Input the existing metric value for that pin in the Selected existing values section in the side panel.

    Note:
    If rounding is enabled on the metric, the existing metric value will be rounded as well.

  11. Click Close Close in the upper right corner of the side panel.

    The dashboard is displayed again. Instead of going back to the dashboard, you can also continue adding existing metric data values.

Manually edit existing metric data

If you are the owner of the plan, complete the following steps to manually edit existing metric data:

  1. Open the Plan editor.
  2. Use the scenario switcher in the header to switch to the Existing scenario.
  3. Click the Dashboard button Dashboard in the header.
  4. Ensure that there are metrics in the dashboard.

    If the dashboard is empty, follow the instructions in Edit the dashboard to add metrics to the dashboard.

  5. Click a metric in the dashboard that has existing metric data.

    If there is existing data for the selected metric, you will see blue pins in the view. Each pin represents an existing metric value.

  6. Click a blue pin to select it.
  7. Edit the existing metric value for the selected pin in the Selected existing values section in the side panel.

    Note:
    If rounding is enabled on the metric, the existing metric value will be rounded as well.

  8. Click Close Close in the upper right corner of the side panel.

    The dashboard is displayed again. Instead going back to the dashboard, you can also continue editing existing metric data values.

Dashboard

Use the dashboard in the Plan editor to visualize and explore the metrics you configured. Select a chart type that fits best for the metrics.

Access the dashboard

Complete the following steps to access the dashboard where you can visualize and analyze the metrics of a plan scenario:

  1. Open the Plan editor.
  2. Click the Dashboard button Dashboard in the upper right corner of the header.

    If the dashboard is empty, see Edit the dashboard to learn how to add metrics to and configure the dashboard.

  3. Click a metric to get more details about it.

    There are two sections in the side panel:

    • The upper section named after the metric shows the metric chart, a description, and how the metric is calculated.
    • The lower section is called Explore and allows you to explore the metric and its values in more detail. This section is only shown in design scenarios and not in Existing.

  4. Explore the metric and its values using the Explore section of the side panel (only available in design scenarios of zoning plans).
    • Select Space use to see a histogram about which space-use types contribute to the selected metric and how much each type contributes.
      Note:

      The map only colors the spaces that contribute to the selected metric in their corresponding space-use type color.

    • Select Metric values > Parcels to see how much each developed parcel contributes to the selected metric.
      Note:

      The map colors the spaces per parcel according to how much the spaces on each parcel contribute to the selected metric. The darker the spaces on a parcel, the higher the contribution.

    • Select Metric values > Spaces to see the relative contribution of each space-use type to the selected metric per area.
      Note:

      The map colors the spaces per space-use type by the contribution of their type to the selected metric per area. The darker the space, the higher the contribution per area.

  5. Click Close Close in the upper right corner of the side panel.

    You see the standard dashboard view again.

Note:

The dashboard shows metrics for the entire study area if there is no selection made. To analyze the metrics for selected parcels, select the parcels of interest in the view. The dashboard updates according to the selection.

Edit the dashboard

Complete the following steps to edit the dashboard:

  1. Open the Plan editor.
  2. From the scenario switcher in the header, select a scenario.
  3. Click the Dashboard button Dashboard in the upper right corner of the header.
  4. Click the Edit Dashboard button Edit Dashboard at the upper right of the dashboard side panel.
  5. Check the check box next to a metric that you want to display in the dashboard.

    Repeat this step for every metric that you want displayed in the dashboard.

  6. Click the Select chart type button Select chart type next to a metric to configure the chart type for that metric if it is to be displayed in the dashboard.

    The Select chart type side panel appears.

  7. Click a chart type from the list of chart types.
  8. Click OK.

    The Select chart type side panel closes.

  9. Click the Edit Dashboard button Edit Dashboard at the upper right of the dashboard side panel.

    Your changes to the dashboard are saved. You see the standard dashboard view again.

Note:

The dashboard view is the same for all scenarios of the plan.

Land-use potential

The potential metric values are only calculated on land-use plans. The potential is calculated based on the parcel area combined with the underlying land use and its allowed space-use types weighted by target distribution. The following table includes examples for how the land-use potential value is calculated for some of the default metrics. See Load default metrics to learn more.

Space-use typePopulationHouseholdsJobsParking spots

Residential

a * r * h / p

a * r

-

a* r * h / s

Nonresidential

a * n / p

a * n / h

a * n / j

a* n / s

where

  • a = parcel area * net area factor of land-use type * allowed space-use types weighted by target distribution * default net area factor of space-use types
  • r = dwelling units per area on land-use type
  • n = floor area ratio on land-use type
  • h = area per household
  • p = area per person
  • j = area per job
  • s = area per parking spot

Note:
If a rounding method is defined on the metric, land-use potential values are rounded as well. See the Add metrics section above to learn more about how you can round metrics.

Export data to a spreadsheet

You can export the metric values and various numbers about space-use types, zoning types (on zoning plans only), and land-use types (on land-use plans only) of each scenario to a spreadsheet. You can export either the numbers of all scenarios or the numbers of a selected subset of parcels in a scenario. Complete the following steps to export data to a spreadsheet.

  1. Open the Plan editor.
  2. Click the Dashboard button Dashboard in the upper right corner of the header.
  3. Decide if you want to export the numbers of all scenarios or export the numbers of a selected subset of parcels:
    • To export the numbers of all scenarios, don't select any parcel in the view.
    • To export the numbers of the selected parcels, select the parcels of interest in the scenario.
  4. Click the Download button Download in the upper right corner of the header.

    A spreadsheet is downloaded.

    • If you did not select any parcels, the spreadsheet contains the metric numbers as well as space-use types and zoning types and land-use types statistics for all scenarios.
    • If you selected parcels, the spreadsheet contains the metric numbers of the selected parcels as well as space-use types statistics.