Work with the dashboard

The dashboard shows the metric values of the plan scenarios. Use metrics to quantify and analyze scenarios and compare them. In zoning plans, metrics are calculated based on your proposed development (building spaces and surfaces). In land-use plans, you can also calculate potential metric values based on the land-use regulation.

ArcGIS Urban comes with two versions of metrics: old and new. Compared to the old metrics, the new metrics offer more capabilities, such as additional operators (multiply and divide), measurement metrics (for example, parcel area and building footprint area), and the option to choose on which resolution to calculate a metric. It is recommended that you use the new metrics. The old metrics will be deprecated and removed in the future. You can decide per plan whether you want to use the old or the new metrics. See the Switch between old and new metrics section below to learn more. You can also convert the old metrics to the new metrics. See Convert old to new metrics to learn more.

You can export the dashboard metric values to a spreadsheet for further analysis outside of ArcGIS Urban.

Metrics (new)

In the plan settings, you can define and edit the new metrics. See the sections below to learn more about how to work with the new metrics:

Open the metrics (new) page in the plan settings

To open the metrics (new) page in the plan settings, complete the following steps:

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

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

  3. Click Dashboard and choose Metrics (new) from the drop-down list.

Understanding types of metrics

Urban includes different types of metrics. You can identify the type of a metric by the icon to the left of the metric name. The following types exist:

  • Measurement Measurement metric—A built-in metric that represents a measurement. For example, space area or building height. Use it as an input to calculate new metrics with operators or to show the measurement itself on the dashboard.
  • Space use type parameter Space-use type parameter—A metric that allows you to add a parameter for each space use type. Use it as an input to calculate new metrics with operators.
  • Variable Variable—A number that you can use as an input to calculate new metrics with operators.
  • Operators—Operators that allow you to calculate metrics based on existing ones. The following operators are available:
    • Add Add
    • Subtract Subtract
    • Multiply Multiply
    • Divide Divide
    • Round Round
  • Compound metric Compound metric—A built-in metric that is made up of multiple metrics. When you add a compound metric to the graph, multiple metrics, connected with an operator, are added.

See the Add a metric section below to learn more about the metrics that are available in Urban.

Understanding metric resolution and aggregation

The metric Resolution determines the level at which the metric is calculated. You can identify the metric resolution by the icon to the right of the metric name when exploring the metric graph. The following resolutions exist, ordered from higher to lower resolution:

  1. Space Space resolution—The metric is calculated for each building space, surface, and ground.
  2. Building Building resolution—The metric is calculated for each building.
  3. Parcel Parcel resolution—The metric is calculated for each parcel.
  4. Study area or selection Study area or selection resolution—The metric is calculated for the parcel selection or for the study area, if no parcel is selected.

See the Configure a metric section below to learn more about metric resolution and aggregation.

Explore metrics

Use the graph view to explore the metrics and how they depend on each other.

Navigate and explore the graph with the mouse

The minimap at the lower left shows the current view relative to the whole graph. To navigate the graph using the mouse, complete the following steps:

  1. Open the metrics (new) page.
  2. Explore the graph using the mouse.
    • To move or pan the graph, click and 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.

Explore the graph using the zoom tools

The minimap at the lower left shows the current view relative to the whole graph. To zoom in and out using the zoom tools, complete the following steps:

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

Explore graph dependencies

To explore the graph dependencies, complete the following steps:

  1. Open the metrics page.
  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.

Search for metrics

To search for metrics by name, complete the following steps:

  1. Open the metrics (new) page.
  2. Click the Search button Search at the upper right of the header.
  3. Type the name of the metric you want to search for.

    All metrics with a matching name are highlighted in the graph.

    Tip:

    You can edit metrics while they are highlighted.

  4. Click the close button Close next to the input field to finish searching.

Adjust the graph layout

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

  1. Open the metrics (new) page.
  2. Move metrics to adjust the layout.
    • Move a single metric—Click the metric and drag it to the new location.
    • Move multiple metrics (Shift selection)—Select multiple metrics by pressing the Shift key while clicking the 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 header to automatically lay out the metrics graph. This will overwrite the current graph layout.

Add a metric

To add a metric, complete the following steps:

See the Understanding types of metrics section below to learn more about the types of metrics available inUrban.

  1. Open the metrics (new) page.
  2. From the drop-down menus in the header, click the metric you want to add to the graph. The following metrics are available:
    • Spaces—Built-in metrics of building spaces, surfaces, and ground:
      • Space area Measurement metric—Total area of each building space and surface.
      • Net space area Measurement metric—Net area of each building space and surface. The net area is the total area multiplied by the net area factor of the space-use type.
      • Dwelling units Measurement metric—Number of dwelling units in each space. See Validate using the building regulation side panel to learn how the number of dwelling units is calculated per space-use type within a building. This number is evenly distributed to the spaces of the same space-use type in the building.
      • Space use type parameter Space-use type parameter—A metric that allows you to add a parameter to each space-use type to be used in further calculation.
    • Buildings—Built-in metrics of buildings:
      • Building footprint area Measurement metric—Total footprint area of each building.
      • Building gross floor area Measurement metric—Gross floor area (GFA) of each building. Only spaces that count toward GFA/FAR are included. See Edit building spaces to learn how you can include or exclude a space from GFA in the plan editor.
      • Building height Measurement metric—Height of each building.
      • Building number of floors Measurement metric—Number of floors in each building.
      • Building substructure depth Measurement metric—Substructure (below ground) depth of each building.
      • Building substructure floors Measurement metric—Number of substructure (below ground) floors in each building.
    • Parcels—Built-in metrics of parcels:
      • Parcel area Measurement metric—Total area of each parcel.
      • Parcel coverage Compound metric—Compound metric that calculates the share of each parcel that is covered by buildings using measurement metrics as inputs.
      • Parcel FAR Compound metric—Compound metric that calculates the floor area ratio (FAR) on each parcel using measurement metrics as inputs.
    • Operators—Operators to calculate new metrics based on existing ones:
      • Add Add—Sum two or more metrics.
      • Subtract Subtract—Subtract one metric from another metric.
      • Multiply Multiply—Multiply two or more metrics.
      • Divide Divide—Divide one metric by another metric.
      • Round Round—Round a metric.
    • Variable—Number that you can use to calculate new metrics.

Configure a metric

You can configure the following metric types:

  • Operators
  • Space use type parameters
  • Variables

To configure a metric, complete the following steps:

  1. Open the metrics (new) page.
  2. Click the metric in the graph that you want to configure.

    The metric configuration side panel appears.

  3. Optionally, provide a name and description.

    Metrics without a name cannot be shown on the dashboard and cannot have existing metric values.

  4. Continue with the type-specific metric configurations:
Tip:

You can also configure space use type parameters on the space use type dialog box. See Work with space-use types to learn more.

Configure an operator metric

To configure an operator metric, complete the following steps:

  1. Click a metric in the graph to open the metric configuration side panel and configure a name and a description.
  2. Configure the operator metric inputs. You can select the inputs in the metric configuration side panel or connect the metrics in the metric graph:
    • Select metric inputs in the configuration side panel—In the Calculation section, select one or multiple metrics from the Select metric drop-down lists to add them as inputs to the calculation.
    • Connect the metrics in the metric graph—In the metric graph, browse to the metric you want to use as an input. Hover over the metric output circle next to the resolution icon. Click and drag the pointer to the metric input circle next to the operator icon of the target metric.
    Note:
    • The number of required and allowed inputs depends on the operator you selected:
      • Round—Requires exactly one input.
      • Subtract and Divide require exactly two inputs.
      • Add and Multiply can have one or more inputs.
      If there are not enough inputs, the calculation is not possible and an error message appears.
    • For subtractions and divisions, the order of the inputs influences the calculation:
      • Subtract—The lower metric (subtrahend) is subtracted from the upper metric (minuend).
      • Divide—The upper metric (dividend) is divided by the lower metric (divisor).
  3. For the Round operator, configure the Rounding method:
    • Nearest—The metric value is rounded to the nearest whole number.
    • Up—The metric value is rounded up to the next larger whole number.
    • Down—The metric value is rounded down to the next smaller whole number.
  4. Optionally, provide a unit for the Unit parameter. You can choose one of the predefined units or create your own:
    • Predefined unit—Select a unit from the drop-down list.
    • Custom unit—Select Custom in the drop-down list. Below the drop-down menu, click the Add unit dividend button Add unit to select and add a unit dividend and click the Add unit divisor button Add unit to select and add a unit divisor. For example, to create the unit "volume per day", add "volume" as a dividend, and "day" as a divisor.
    Note:
    • The unit of an operator metric must be compatible with the units of its inputs. For example, when using the Add operator, all inputs must have the same unit. If the units don't match, the calculation is not possible and an error message appears.
    • You cannot change the unit of a metric that has existing metric values.
    • The Round operator only supports the following units: number, days, and angle.
  5. Configure the metric Resolution. The metric resolution determines the level at which the metric is calculated. Choose one of the following resolutions, ordered from higher to lower resolution:
    • Space Space resolution—The metric is calculated for each building space, surface, and ground.
    • Building Building resolution—The metric is calculated for each building.
    • Parcel Parcel resolution—The metric is calculated for each parcel.
    • Study area or selection Study area or selection resolution—The metric is calculated for the parcel selection or for the study area, if no parcel is selected.
    When choosing a metric resolution, consider the following:
    • The metric cannot be used at resolutions higher than its own. For example, a metric calculated at the building resolution cannot be used as an input for a metric calculated at the space resolution. If the resolutions don't match, the calculation is not possible and an error message appears.
    • The metric can be used at lower resolutions, if aggregation is enabled (set to Sum). Learn more about aggregation in the next step.
    • The optimal resolution depends on the use case:
      • Use the highest possible resolution to keep the metric calculation as granular as possible.
      • When you round a metric, there are cases in which choosing the highest possible resolution is not recommended. For example, it is better to round population at the building level rather than the spaces level, because people can live on multiple spaces (floors).
    • Only building spaces are aggregated to the building resolution; surfaces and ground are not.
  6. Configure the metric Aggregation method. The aggregation determines whether the metric can be aggregated to lower resolutions in the graph and dashboard. Choose one of the following aggregation methods:
    • Sum—The metric values are summed to lower resolutions.
    • None—The metric values cannot be aggregated to lower resolutions.
    When choosing an aggregation method, consider the following:
    • Metrics in which the aggregation method is set to None cannot be used as inputs to lower-resolution metrics. For example, a metric calculated at the building resolution with aggregation disabled cannot be used as an input for a metric calculated at the parcel resolution. If the resolution and aggregation settings don't match, the calculation is not possible and an error message appears.
    • Values of metrics in which aggregation is set to None and the aggregation is higher than Parcel cannot be displayed on the plan editor dashboard, since this requires aggregation to either parcels or the study area. In this case, a warning appears in the dashboard.
    • Metrics in which aggregation is set to None cannot have existing metric values.
    • Setting the aggregation method to None is only recommended in a few cases. For example, when you calculate a ratio, such as the floor area ratio (FAR). If you calculate FAR (gross floor area divided by parcel area), it is recommended that you set the aggregation to None, because summing FAR of multiple parcels would lead to incorrect results.
    Note:

    There are a few measurement metrics (building height, building number of floors, building substructure depth, and building substructure floors) that use the aggregation method Maximum. This aggregation method cannot be changed and is currently not available in other metrics.

Configure a space use type parameter metric

To configure a space use type parameter metric, complete the following steps:

  1. Click a metric in the graph to open the metric configuration side panel and configure a name and a description.
  2. In the Space use type parameters section, click Add and select the space-use type you want to add a parameter to.

    The space-use type is added to the table.

  3. Click the Edit button Edit button and add a space-use type parameter.

    To remove a space-use type from the table, click the Delete button Delete.

  4. Optionally, provide a unit for the Unit parameter. You can choose one of the predefined units or create your own:
    • Predefined unit—Select a unit from the drop-down list.
    • Custom unit—Select Custom in the drop-down list. Below the drop-down menu, click the Add unit dividend button Add unit to select and add a unit dividend and click the Add unit divisor button Add unit to select and add a unit divisor. For example, to create the unit "volume per day", add "volume" as a dividend, and "day" as a divisor.
    Note:
    If you change the unit, the values of already configured space-use type parameters might change. Ensure the values are still correct.

Configure a variable metric

To configure a variable metric, complete the following steps:

  1. Click a metric in the graph to open the metric configuration side panel and configure a name and a description.
  2. Use the Value input field to configure a variable value.
  3. Optionally, provide a unit for the Unit parameter. You can choose one of the predefined units or create your own:
    • Predefined unit—Select a unit from the drop-down list.
    • Custom unit—Select Custom in the drop-down list. Below the drop-down menu, click the Add unit dividend button Add unit to select and add a unit dividend and click the Add unit divisor button Add unit to select and add a unit divisor. For example, to create the unit "volume per day", add "volume" as a dividend, and "day" as a divisor.
    Note:
    If you change the unit, the variable value might change. Ensure the value is still correct.

Delete metrics

To delete one or multiple metrics, complete the following steps. You cannot delete metrics that have existing metric values. Delete the existing metric values first in this case.

  1. Open the metrics (new) page.
  2. Delete one or multiple metrics.
    • Delete a single metric—Select the metric and click the Delete button at the bottom of the metric configuration side panel.
    • Delete multiple metrics (Shift selection)—Select multiple metrics by pressing the Shift key while clicking the metric. Then click the Delete button at the lower right or press the Delete key.
    • Delete multiple metrics (rectangle selection)—Select multiple metrics by pressing the Alt key and drawing a selection box around metrics. Then click the Delete button at the lower right or press the Delete key.

    All selected metrics and their connections are deleted. Metrics that have existing metric values remain on the graph. Delete the existing metric values first. Then delete the metric.

Convert old to new metrics

To convert your old metrics to new metrics, complete the following steps:

Note:

  • You can only convert your old metrics if your new metric graph is empty. Consider deleting all new metrics first. See the Delete metrics section above to learn how to delete new metrics.
  • To use new metrics in your plan, you must enable them in the plan dashboard. See the Edit the dashboard section below to learn more.

  1. Open the metrics (new) page.

    The New metrics dialog box automatically appears if you have old metrics defined and the new metric graph is empty.

  2. Click OK to convert your old metrics.

    The converted metric graph appears.

Note:

  • The converted metrics graph includes more metrics than the old graph, because old metric connections are converted to new metrics. If there was no optional chart label defined on the old metric connection, the newly introduced metric is missing a name. Consider adding a name to the metric to show it on the dashboard or add existing metric values.
  • New metrics don't support optional chart labels anymore and in some cases are dropped during conversion. This can influence the new metrics dashboard. Consider reviewing the dashboard after converting metrics if you were using optional chart labels.
  • Metrics are rounded differently in the new graph compared to the old graph. This can lead to slightly different metric values. The old metrics were rounding metric values per space-use type per parcel. Converted new metrics are by default rounding per space.
  • The layout of the old metrics graph is not preserved.

Metrics (old)

When you create a plan, metrics are copied from the urban model. If there are existing metric values, they are also copied. In the plan editor, you can configure new metrics, edit metrics, and add existing values to metrics that reflect the current conditions.

Explore metrics

Use the graph and the list view to explore the metrics that are defined for a plan and how they depend on each other.

Switch between the graph and list views

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

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

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

  3. Click Dashboard and choose Metrics from the drop-down list.
  4. Choose from the view options in the blue header bar.
    • Graph view Graph view—Display the metrics in a dependency graph.
    • List view List view—Display the metrics in a list.

Navigate and explore the graph with the mouse

The minimap at the lower right shows the current view relative to the whole graph.

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, click and 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.

Explore the graph using the zoom tools

The minimap at the lower right shows the current view relative to the whole graph.

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 Zoom in to zoom in.
    • Click the Zoom out button Zoom out to zoom out.
    • Click the Fit to screen button Fit to screen 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. Open the plan editor.
  2. Expand the drop-down menu named after the plan and choose Configure plan.

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

  3. Click Dashboard and choose Metrics from the drop-down list.
  4. 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—Add a metric and connect it later.

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

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

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

  3. Click Dashboard and choose Metrics from the drop-down list.
  4. Hover over the add metric connection button Add metric connection next to the metric you want to connect the new metric to.

    The pointer turns into a crosshairs symbol.

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

    A 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.

  6. Optionally, click the metric name to configure the metric.
  7. 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 the Edit a metric connection section below to learn how to configure a metric calculation parameter.

Add a metric using the add tool

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

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

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

  3. Click Dashboard and choose Metrics from the drop-down list.
  4. Click the Add button Add on the blue header bar.

    A dialog box appears.

  5. Configure the metric. To do so, resume at step 6 of the Configure a metric section below.
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 that it is calculated correctly. See the Connect metrics section below to learn more.

Configure a metric

To configure a metric, complete the following steps:

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

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

  3. Click Dashboard and choose Metrics from the drop-down list.

    The metrics configuration automatically opens in the graph view Graph view.

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

    The metric dialog box appears.

  6. 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 metric values.

  7. 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 Existing metric values section below.

  8. 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.

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

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

  3. Click Dashboard and choose Metrics from the drop-down list.

    The metrics configuration automatically opens in the graph view Graph view.

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

    The metric dialog box appears.

  6. Click the delete button Delete 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. Metric sources are aggregated as a weighted sum and summed up to the metric value.

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.

Connect metrics in the graph

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

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

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

  3. Click Dashboard and choose Metrics from the drop-down list.

    The metrics configuration opens in the graph view Graph view.

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

    The pointer turns into a crosshairs symbol.

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

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

  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 the Edit a metric connection section below 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. Open the plan editor.
  2. Expand the drop-down menu named after the plan and choose Configure plan.

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

  3. Click Dashboard and choose Metrics from the drop-down list.
  4. Click the Connect button Connect on the blue header bar.

    A dialog box appears.

  5. 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.

  6. Click OK.

    The connection is added to the dependency graph. The connection node is highlighted with a thick border and visualized in red because it is missing a calculation parameter. See the Edit a metric connection section below 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. Open the plan editor.
  2. Expand the drop-down menu named after the plan and choose Configure plan.

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

  3. Click Dashboard and choose Metrics from the drop-down list.

    The metrics configuration opens in the graph view Graph view.

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

    A dialog box appears.

  5. 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.

      Note:
      You can also define space-use type parameters on the Metric parameters tab of the space-use type settings. See Work with 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.
    Note:

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

  6. Optionally, configure a chart label.

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

  7. Click OK.

    The Edit connection dialog box closes. If you edited the metric connection in the graph view, its connection node is visualized 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. Open the plan editor.
  2. Expand the drop-down menu named after the plan and choose Configure plan.

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

  3. Click Dashboard and choose Metrics from the drop-down list.

    The metrics configuration opens in the graph view Graph view.

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

    A dialog box appears.

  5. Click the delete button Delete 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.

Existing metric values

Existing metric values represent the current state before any planning activity occurs. Existing metric values are stored as point features in the plan database. If you develop a parcel that has existing metric values, values are subtracted from the metric values generated by the new development.

Note:

  • If you develop a parcel with a custom building and want to subtract existing metric values from the metric values generated by the new development, you must demolish the parcel. See Draw new building spaces to learn more.
  • If a parcel, or a part of it, is demolished, all metric values within the demolish area are subtracted.
  • 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.
  • Existing metric values of aggregated metrics cannot be calculated from the existing metric values of the involved source metrics. Add dedicated existing metric values for aggregated metrics.

Import existing metric values

To import existing metric values from a hosted feature layer, complete the following steps:

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

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

  3. Click Dashboard and choose Existing metric values from the drop-down list.

    Note:
    Depending on the metrics configuration, you might see two tables: New Metrics: Existing metric values and Metrics: Existing metric values. See the Metrics (new) and Metrics (old) sections above to learn more about old and new metrics.

  4. Click Add in the Existing data column for a metric listed in the table to open the From feature layer dialog box.

    Note:
    If you work with new metrics, note the following:
    • Metrics with no name are not displayed in the table.
    • The following metrics are displayed in the table, but adding existing values is disabled:
      • Space use type parameters
      • Variables
      • Metrics in which aggregation is disabled

    1. In the Layer step, search for the 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.
      • Urban automatically skips the next step if you are importing data from a feature layer without sublayers.

    2. Optionally, in the Sublayer step, select a sublayer. 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.

      The dialog box displays the number of features validated in the data source and the number of features imported to the urban database. The numbers can be different if one of the following applies:

      • You import existing metric values from a hosted feature layer containing line features.
      • You import existing metric values from a hosted feature layer containing polygon features.

    7. In the Import step, click OK to confirm the successful import and to close the dialog box.

Manually add existing metric values

To manually add existing metric values, complete the following steps:

  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. Select the metrics that you work with. See the Switch between old and new metrics section below to learn more.
  5. Ensure that there are metrics in the dashboard.
    Note:

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

  6. Click a metric in the dashboard.

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

  7. Click Add exisiting metric value on the workflow toolbar at the right of the view.

    Note:
    If you work with new metrics, adding existing values is disabled for the following metrics:
    • Variables
    • Metrics in which aggregation is disabled

  8. Click the map to place one or multiple existing metric value pins.
  9. Click Done when you have finished placing all the existing metric value pins.
  10. Click each added pin to select it.

    The Existing metric value dialog box appears.

  11. Input the existing metric value for the selected pin.

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

  12. Click Close Close in the upper right corner of the dialog box.
    The dialog box closes. The existing metric value in the dashboard is updated.

Manually edit existing metric values

To manually edit existing metric values, complete the following steps:

  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. Select the metrics that you work with. See the Switch between old and new metrics section below to learn more.
  5. Ensure that there are metrics in the dashboard.
    Note:

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

  6. Click a metric in the dashboard that has existing metric values.

    If there are existing metric values for the selected metric, blue pins are displayed in the view. Each pin represents an existing metric value.

  7. Click a blue pin to select it.

    The Existing metric value dialog box appears.

  8. Edit the existing metric value for the selected pin.

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

  9. Click Close Close in the upper right corner of the dialog box.

    The dialog box closes. The existing metric value in the dashboard is updated.

Dashboard

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

Switch between old and new metrics

To switch between old and new metrics in your plan, complete the following steps:

  1. Open the plan editor.
  2. Click the Dashboard button Dashboard in the upper right corner of the header.
  3. Click the New metrics toggle button to enable the new metrics in the dashboard.

    The New metrics toggle button is enabled. The new metrics are available in the dashboard. See the Metrics (new) section above to learn more about new metrics.

  4. If you want to go back to the old metrics, click the New metrics toggle button again.

    The New metrics toggle button is disabled. The old metrics are available in the dashboard. See the Metrics (old) section above to learn more about old metrics.

Access the dashboard

To access the dashboard where you can visualize and analyze the metrics of a plan scenario, complete the following steps:

  1. Open the plan editor.
  2. From the scenario switcher in the header, select a scenario.
  3. Select the metrics that you work with. See the Switch between old and new metrics section above to learn more.
  4. Ensure that there are metrics in the dashboard.
    Note:

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

  5. Choose from the following options:
    • Don't select parcels—The dashboard shows metric values for the parcels inside the study area. If parcels are (partially) outside the study area, their metric values are excluded from the values displayed in the dashboard and a warning label appears in the side panel header. Hover over the warning label to highlight those parcels.
    • Select a subset of parcels—The dashboard includes the metric values of all selected parcels.
  6. 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, Explore, allows you to explore the metric and its values in more detail. This section is only shown in scenarios and not in Existing.

  7. If your plan has new metrics enabled, explore the metric and its values using the Explore section of the side panel. Skip this step if your plan has old metrics enabled.
    • Select Space use to see a histogram about the space-use types that contribute to the selected metric and how much each type contributes.
      Note:

      The map only colors the building spaces, surfaces, and ground 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.
    • Select Metric values > Buildings to see how much each future building contributes to the selected metric.
    • Select Metric values > Spaces to see how much each building space, surface, and ground contribute to the selected metric.

    Note:

    • If you select Metric values, the future developments are colored according to how much they contribute to the metric. The darker the color of a development, the higher the metric value.
    • Hover over the histogram to highlight the future developments in the map based on their metric value.
    • Depending on the metric resolution and aggregation setting, certain visualization options are not available. For example, if your metric is calculated at the building resolution, you cannot explore the metric at the space resolution. See the Understanding metric resolution section above to learn more.

  8. If your plan has old metrics enabled, explore the metric and its values using the Explore section of the side panel. See the previous step to learn how to explore new metrics.
    • Select Space use to see a histogram about the space-use types that 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.

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

    The standard dashboard view is displayed.

Note:

If your dashboard has new metrics enabled, the dashboard shows an error if the metric cannot be calculated or aggregated to the dashboard. You can fix your metrics in the metric graph. See the Configure a metric section above to learn more.

Edit the dashboard

To edit the dashboard, complete the following steps:

  1. Open the plan editor.
  2. Click the Dashboard button Dashboard in the upper right corner of the header.
  3. Select the metrics that you work with. See the Switch between old and new metrics section above to learn more.
  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. The standard dashboard view is displayed.

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. Compared to the development metric values, Urban calculates potential metric values based on potential spaces and not based on proposed building spaces and surfaces. The potential spaces are calculated based on the proposed land-use regulation.

Note:

  • The dashboard of land-use plans shows the land-use potential. Explore metric values from developments by clicking the metric.
  • When working with land-use potential, one potential building is applied to the parcel. This potential building consists of one space of each space-use type that allowed in the underlying land-use type.

Understanding land-use potential in the new metrics

In the new metrics, the following built-in Measurement Measurement metric metrics can calculate potential values:

  • Space area Measurement metric—Total area of each potential space. Calculated based on the parcel area combined with the underlying land use and its allowed space-use types weighted by target distribution. See Understanding potential space area calculation below to learn more.
  • Net space area Measurement metric—Net area of each potential space. Calculated by multiplying the total potential space area by the net area factor of the space-use type.
  • Dwelling units Measurement metric—Potential number of dwelling units. Calculated based on the potential space area and the area per dwelling unit on residential space-use types.

Use these metrics as an input to calculate new potential metrics with operators. See Metrics (new) to learn more about new metrics.

Note:

The built-in metrics of buildings, accessible from the Buildings drop-down menu and the Parcel coverage and Parcel FAR compound metric options from the Parcels drop-down menu cannot be used in land-use potential calculations.

Understanding land-use potential in the old metrics

In the old metrics, all potential metrics are calculated based on the potential net space area. The potential net space area is calculated by multiplying the potential space area with the net area factor of the space-use type. See Understanding potential space area calculation below to learn more how the potential space area is calculated. See Metrics (old) to learn more about the old metrics.

Understanding potential space area calculation

The potential space area is the total area of each potential space. It is calculated based on the parcel area combined with the underlying land use and its allowed space-use types weighted by target distribution. The potential space area calculation is different depending on whether the space-use type is residential or nonresidential:

  • Residential—Potential space area = a * r * f
  • Nonresidential—Potential space area = a * n

where

  • a = parcel area * net area factor of land-use type * allowed space-use types weighted by target distribution
  • r = maximum dwelling units density of land-use type
  • f = gross floor area per dwelling unit of space-use type
  • n = maximum floor area ratio of land-use type

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.

To export data to a spreadsheet, complete the following steps:

  1. Open the plan editor.
  2. Click the Dashboard button Dashboard in the upper right corner of the header.
  3. Select the metrics that you work with. See the Switch between old and new metrics section above to learn more.
  4. 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.
  5. Click the Download button Download in the upper right corner of the header.
    Note:

    The format of the downloaded spreadsheet differs between the old and new metrics.

    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.