Configure the dashboard

The dashboards in the plan and project editors show metric values of the plan scenarios or project scenarios, respectively. In the data manager, you can configure metrics and define how they are calculated in plans. In plans, metric sources are aggregated as a weighted sum and, together with existing metric values, summed up to the metric value. In projects, you must input the metric values manually.

Use the Metrics option in the Dashboard section of the data manager to define and edit metrics. Use the Existing metric values option to import existing metric values.

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

Explore metrics

Use the graph and list views to explore the metrics that are defined for an urban model and how they are related.

Switch between views

To switch between the graph and list views, complete the following steps:

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

Navigate and explore the graph

You can pan and zoom the graph using the mouse, or zoom in and out using the zoom tools. The minimap at the lower right shows the current view relative to the entire graph.

Zoom and pan with the mouse

To navigate the graph using the mouse, complete the following steps:

1. Open the metrics page in the graph view.
2. Explore the graph using the mouse.
   • To move or pan the graph, drag the graph in the direction you want it to move.
   • To zoom in and out in the graph, use the mouse wheel button. To zoom in, rotate the mouse wheel up. To zoom out, rotate the mouse wheel down.

     Tip:

     You can also double-click to zoom in at the location of the pointer. To zoom out, double-click while pressing Shift.

Zoom in and out using the zoom tools

To zoom in and out using the zoom tools, complete the following steps:

1. Open the metrics page in the graph view.
2. Explore the graph using the zoom tools at the lower left corner of the map.
   • Click the Zoom in button to zoom in.
   • Click the Zoom out button to zoom out.
   • Click the Fit to screen button to fit the graph in the screen.

Explore graph dependencies

To explore the graph dependencies, complete the following steps:

1. Open the metrics page in the graph view.
2. Explore the graph dependencies by hovering over metrics and metric connections.
   • Hover over a metric to highlight all incoming and outgoing connections.
   • Hover over a metric connection to highlight it.

Tip:

Hover over metrics and metric connections to see ToolTips with additional information:

• Hover over metrics to see the metric description.
• Hover over connection nodes to see the calculation details.
• Hover over connection nodes highlighted in red to see details about missing parameters.

Adjust the graph layout

To move metrics and adjust the layout of the dependency graph, complete the following steps:

1. In ArcGIS Urban, click the Manage button at the upper right to open the data manager.
2. Click Dashboard and choose Metrics from the drop-down list.
3. Move metrics to adjust the layout.
   • Move a single metric—Click the gray box around a metric and drag it to the new location.
   • Move multiple metrics (Shift selection)—Select multiple metrics by pressing the Shift key while clicking the gray box around a metric. Then drag all selected metrics to the new location.
   • Move multiple metrics (rectangle selection)—Select multiple metrics by pressing the Alt key and drawing a selection box around metrics. Then drag all selected metrics to the new location.

   The new graph layout is saved automatically.

Note:

Click Auto layout in the blue header to automatically lay out the metrics graph. This will overwrite the current graph layout.

Add and configure a metric

The sections below describe how to add and configure a metric. You can add metrics in the following ways:

• Add a connected metric in the graph—Add a metric connected to an existing metric.
• Add a metric using the add tool —Add a metric and connect it later.

See the Connect metrics section below to learn about adding and configuring metric connections.

Note:

Metrics work differently in plans and projects:

• Plans—The metrics you configure in the data manager serve as a template for new plans. A dedicated copy of these metrics is created when you create a plan. For details, see Create a plan and the Data model documentation page. Editing metrics in the data manager does not impact the metrics of previously created plans. Metric values are calculated based on planned buildings and surfaces. See Work with the dashboard to learn how to configure metrics in plans.
• Projects—The metrics you configure in the data manager are directly used in each project. Unlike plans, metrics are not copied during project creation. Editing metrics in the data manager impacts all projects associated with an urban model, including previously created projects. Metric values are not calculated based on the proposed design. They must be input manually. See Work with the dashboard to learn how to use metrics in projects.

Add a connected metric in the graph

To add a metric in the graph that is connected to an existing metric, complete the following steps:

1. In ArcGIS Urban, click the Manage button at the upper right to open the data manager.
2. Click Dashboard and choose Metrics from the drop-down list.
3. Hover over the add metric connection button next to the metric you want to connect the new metric to.

   The pointer turns into a crosshair symbol.

4. Click and drag the pointer to a blank space on the graph.

   A new metric with the name Untitled metric and connected to the source metric is created. The newly created metric and metric connection node are highlighted with a thick border.

5. Optionally, click the metric name to configure the metric.
6. Optionally, click the metric connection to configure the metric connection.

Note:

• The added metric connection is highlighted in red because it is missing a calculation parameter. See Edit a metric connection to learn how to configure a metric calculation parameter.
• Metric connections have no effect in projects.

Add a metric using the add tool

To add a metric using the add tool, complete the following steps:

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

   A dialog box appears.

4. Configure the metric. To do so, resume at step 5 of the Configure a metric section.

Note:

The added metric is highlighted in red because it is not connected to the graph. You must connect it to another metric to ensure it is calculated correctly in plans. See the Connect metrics section below to learn more.

Configure a metric

To configure a metric, complete the following steps:

1. In ArcGIS Urban, click the Manage button at the upper right to open the data manager.
2. Click Dashboard and choose Metrics from the drop-down list.

   The metrics configuration automatically opens in the graph view .

3. Optionally, switch to the list view.
4. Open the metric configuration dialog box.
   • Graph view —Click the metric name.
   • List view —Click the configure button .

   The metric dialog box appears.

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

   The description is only visible in plans, not in projects.

   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 metric values.

   Caution:

   Modifying the metric name and unit type impacts all projects that are using this metric.

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 value is rounded per space-use type on each parcel and is summed up to the total metric value. If the metric has existing metric values, this data is rounded per value.

   Learn more about adding existing metric values in the Import existing metric values section below.

   The rounding setting is only applied in plans. Metric values in projects are not rounded.

7. Click OK.

   The dialog box closes. If you edited the metric in the graph view, it is highlighted with a thick border.

Delete a metric

To delete a metric, complete the steps below. You cannot delete metrics that are used by another metric or have existing metric values.

Caution:

Deleting a metric also deletes its metric values that you added in projects.

1. In ArcGIS Urban, click the Manage button at the upper right to open the data manager.
2. Click Dashboard and choose Metrics from the drop-down list.

   The metrics configuration automatically opens in the graph view .

3. Optionally, switch to the list view.
4. Open the metric configuration dialog box.
   • Graph view —Click the metric name.
   • List view —Click the configure button .

   The metric dialog box appears.

5. Click the delete button and confirm the deletion.

Connect metrics

The sections below describe how to add and configure a metric connection. By connecting two metrics, you can use one metric as a source in another metric. In plans, metric sources are aggregated as a weighted sum and summed up to the metric value. Metric connections have no effect on projects.

See the Edit a metric connection section below to learn more about how to weight a source metric.

You can connect metrics in the following ways:

• Draw a connection in the graph.
• Use the connect tool .

Connect metrics in the graph

To connect metrics in the graph, complete the following steps:

1. In ArcGIS Urban, click the Manage button at the upper right to open the data manager.
2. Click Dashboard and choose Metrics from the drop-down list.

   The metrics configuration opens in the graph view .

3. Hover over the add metric connection button next to the metric you want to connect to another metric.

   The pointer turns into a crosshair symbol.

4. Click and drag the pointer to the target metric.

   A new metric connection is created and its node is highlighted with a thick border.

5. Optionally, click the metric connection to configure the metric connection.

Note:

The added metric connection is highlighted in red because it is missing a calculation parameter. See Edit a metric connection to learn how to configure a metric calculation parameter.

Connect metrics using the connect tool

To connect metrics using the connect tool, complete the following steps:

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

   A dialog box appears.

4. Define a connection from one metric to another using the From and To drop-down menus.

   The metric specified in From is used as a source for the metric specified in To.

5. Click OK.

   The connection is added the dependency graph. The connection node is highlighted with a thick border and visualized in red because it is missing a calculation parameter. See Edit a metric connection to learn how to configure a metric calculation parameter.

Edit a metric connection

On the metrics connection dialog box, you can define how a metric source contributes to the target metric.

To edit the connection between two metrics, complete the steps below.

Note:

You can only edit metric connections in the graph view.

1. In ArcGIS Urban, click the Manage button at the upper right to open the data manager.
2. Click Dashboard and choose Metrics from the drop-down list.

   The metrics configuration opens in the graph view .

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

   A dialog box appears.

4. Choose the contribution type of the source metric value in the Contribution section.
   • Weighted with constant value—The weight is the same regardless of the space-use types.
   1. Provide a constant value in the input field in the Weighting section.
   2. Use the drop-down menu in the Weighting section to configure the metric source weighting.

      • x—The source metric value is multiplied by the weight value.
      • /—The source metric value is divided by the weight value.

   • Weighted with 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.
   1. Provide a name in the input field in the Weighting section.
   2. Use the drop-down menu in the Weighting section to configure the metric source weighting.

      • x—The source metric value is multiplied by the weight value.
      • /—The source metric value is divided by the weight value.

   3. Add a space-use type parameter in the Space use type section. Select a space-use type in the drop-down list and provide a value in the input field. Click Add to add the parameter to the list.

      You can also define space-use type parameters on the Metric parameters tab of the space-use type settings. See Manage space-use types to learn more.

   • Add—The metric source is added to the target metric.
   • Subtract—The metric source is subtracted from the target metric.

   Add and Subtract are only enabled if the source and the target metrics are of the same unit type. See Configure a metric to learn more.

5. Optionally, configure a chart label.

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

6. Click OK.

   The Edit connection dialog box closes. If you edited the metric connection in the graph view, its connection node is highlighted with a thick border.

Delete a metric connection

To delete a metric connection, complete the steps below.

Note:

You can only delete metric connections in the graph view.

1. In ArcGIS Urban, click the Manage button at the upper right to open the data manager.
2. Click Dashboard and choose Metrics from the drop-down list.

   The metrics configuration opens in the graph view .

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

   A dialog box appears.

4. Click the delete button and confirm the deletion.

Note:

Metrics must be connected to another metric. If metrics are disconnected after deleting a connection, they are highlighted in red in the metrics graph.

Import existing metric values

You can import existing values to metrics. Existing metric values represent the current state before any planning activity occurs. Existing metric values are stored as point features in the urban database. Existing metric values are only used in plans, not in projects.

Note:

The existing metric values you configure in the data manager serve as a template for new plans. When you create a plan, a plan-specific copy of the existing metric value point features is created in the plan's study area. For details, see Create a plan and the Data model documentation page.

Editing existing metric values in the data manager does not impact the values in previously created plans. See Existing metric values to learn how to work with existing metric values on the plan level.

To import existing metric values, complete the following steps:

1. In ArcGIS Urban, click the Manage button at the upper right to open the data manager.
2. Click Dashboard and choose Metric values from the drop-down list.
3. Click Add in the Existing data column for a metric listed in the Metric values table to open the Import existing data dialog box.
   1. In the Item step, search for the ArcGIS Online layer that contains the existing metric values. Click the layer and click Next to continue.
      • You can import existing metric values from point, polygon, and polyline feature layers.
      • The point features representing the existing metric values are converted to the coordinate system of the urban model if the coordinate systems don't match.
   2. In the Sublayer step, select a sublayer, and click Next to continue.
   3. In the Fields step, use the Fields in source drop-down menu to configure the source field that contains the existing metric values.
   4. Optionally, use the Units in source drop-down menu to configure the units in the existing data source.
   5. If you are importing values from a hosted feature layer that does not contain point features, choose how line features or polygon features with existing values will be converted to point features.

      • Centroids—Import points as centroids of the input geometry. If the centroid is outside the geometry, a reasonable point inside the geometry is used instead.
      • Equally distanced points—Distribute the source value to equidistant points along a grid. No point is created if its value is 0.

   6. In the Fields step, click Next.
   7. In the Validation step, review invalid features in the Errors table if errors are detected. Correct the errors in the source data and click Refresh. If all features are valid, click Next or wait for 5 seconds to start the import.
   8. In the Import step, all features are imported. Click Close to close the dialog box.

      Note:

      In the Validation step, the number of features validated in the data source is shown, whereas in the Import step, the number of features imported to the urban database is displayed. The numbers can differ if you import existing metric values using the Equally distanced points import option from a hosted feature layer containing line features or polygon features.

Note:

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