Step 1: Create a dashboard in ArcGIS Dashboards In this step, you will create a new dashboard in ArcGIS Dashboards that will be used to display field data collected using ArcGIS Field Maps. a If necessary, in a web browser, go to www.arcgis.com and sign in to the Esri Training Services organization. The instructions in this box are only necessary if you did not already complete the previous workflow from Exercise 4B. 1. From the ArcGIS Online organization home page, click Content. 2. Under Folders, click FIDA_Solutions_XXX. 3. Check the boxes next to items with titles beginning with Results_4A, and then click Move. 4. Select the TCFF Data <your initials> folder, and then click Save. b Near the top of the page, click the Apps button and choose Dashboards. The ArcGIS Dashboards landing page shows dashboards that you have created or that have been shared with you. Because you have not yet created a dashboard, you will not see any displayed yet. c Click Create Dashboard. d Under Create New Dashboard, for Title, type TCFF Field Maps Dashboard <your initials>. e For Tags, type Esri Training Services and Tri-County Faire, pressing Enter after each entry. f For Summary, type Dashboard for Field Maps data. g For Folder, choose your TCFF Data folder. h Click Create Dashboard. An empty dashboard is created. You will start with an empty canvas and build an interactive dashboard that will display Field Maps data as different elements. Step 2: Add a map element to the dashboard In this step, you will add a map element to the dashboard. You will use the web map that you Organizing your field activities with ArcGIS Dashboards 7-11
created to collect data in the Field Maps mobile app. a In the bottom left, click the Expand button to expand the left toolbar. b Click View to open the View panel. c Click Add Element and choose Map. The available web maps are displayed in the Select A Map gallery, including maps that you created and maps that have been shared with you. d Select your Faire Base map. After you select a web map, you will see the Map element properties dialog box, which is where you will configure the map element before adding it to your dashboard. e In the Map element properties dialog box, on the Settings tab, turn on the following settings: • Legend • Layer Visibility • Search • Zoom In/Out f Click the General tab. g For Title, click Edit, and then in the text box, type Faire Data. h Highlight the text and format the title so that it is bold. i For Description, click Edit, and then in the text box, type Map containing Field Maps Faire data. j Click Done to add the map element to the dashboard. Lesson 7 7-12
You may need to adjust the zoom level. The web map containing Faire assets and areas is now visible in the dashboard. The options that you enabled for search, layer visibility, and legend are available in the upper-right corner of the map. Step 3: Add a list element to the dashboard In this step, you will add a list element to show a different view of the data. a In the View pane, click Add Element and choose List. Lists are used to show features or rows from a layer. You will select a layer from your Faire Base map to generate a list of Event Assets. b Under the Faire Base map, select the Event Assets layer. There are several options to configure your new list before you add it to the dashboard. c On the left, click the List tab. d Under Line Item Template, in the text box, replace {OBJECTID} with {Name}. e On the left, click the General tab. Organizing your field activities with ArcGIS Dashboards 7-13
f Under Name, delete the existing text and type Asset list. If you have multiple lists elements in your dashboard, adding a name will help distinguish them as you configure your dashboard. g For Title, click Edit and type Event Assets. h Highlight the text and format the title so that it is bold and centered. i Click Done. The Event Assets list has been added to the dashboard, to the left of the map element. Step 4: Add an indicator element to the dashboard In this step, you will create an indicator to display the inspections performed on event assets. a In the View pane, click Add Element and choose Indicator. b In the Select A Layer dialog box, select your Inspection Worksheet layer. For this indicator, you would like to show inspections performed this week. You will use the filter to configure this functionality. c From the Data tab, to the right of Filter, click + Filter. Lesson 7 7-14
d Click Field For The Condition and choose Inspection Date. e Under Period, click the drop-down list and choose This Week. The Indicator will now display the count of inspections performed during the current week. f Click the General tab. g Under Name, delete the existing text and type Inspections. h For Title, click Edit and type Inspections performed this week. i Highlight the text and format the title so that it is bold and centered. You will now add an icon to the indicator. j Click the Indicator tab. k Under Indicator Options, next to Icon, click Add Icon. l Under Select An Icon, click Solutions. m Click the Calendar icon, and then click OK. Organizing your field activities with ArcGIS Dashboards 7-15
n Click Done. You added an inspections indicator to the left of your dashboard. Next, you will reposition the new element under the Event Assets list. o Point to the Indicator element. p In the top-left corner of the element, point to the Element Options button . The Element Options button will expand to show different options available for that element. You can use these options to reposition the element, configure the element properties, duplicate the element, or delete it. q Click and hold the Drag Item button , and then drag the indicator element to the bottom of the Event Assets list. When you drag an element over another element, you will see several options available to reposition the elements. Depending on the plus sign that you drag the element onto, you can stack the elements, dock the element as a row, or dock the element as a column. r While dragging the indicator element, point to the plus sign at the bottom of the list element until you see Dock As A Row, and then release the mouse button. Lesson 7 7-16
Now that the elements are in the right position, you will resize the elements. s Point between the list element and indicator element until the border is highlighted, and then click and drag downward until the value is approximately 75%. t Point between the list element and the map element until the border is highlighted, and then click and drag until the value is approximately 25%. Organizing your field activities with ArcGIS Dashboards 7-17
u On the left, click Save and choose Save. You added map, list, and indicator elements to your dashboard to showcase data that you would like to share with management. You also resized and repositioned the elements to better use the available space. Step 5: Add interactivity between elements You will now add interactivity to the dashboard so that when an asset is selected from the Event Assets list element, the Faire Data map element will pan and zoom to the asset. a Point to the list element, and then in the top-left corner, point to the Element Options button . b Click the Configure button . c Click the Actions tab. d Under When Selection Changes, click Pan, and then click Faire Base. This configuration will now pan the Faire Base map to the asset you select from the Event Assets list. You will now configure the list to zoom to the asset when selected. e Under When Selection Changes, click Zoom, and then click Faire Base. Lesson 7 7-18
f Click Done. g Click a few of the list items to test the functionality. 1. What do you notice when you test the pan and zoom functionality? __________________________________________________________________________________ __________________________________________________________________________________ You will need to configure the zoom settings for the map element to change how the zoom functionality works for the map interactivity. h Point to the map element, and then in the top-left corner, point to the Element Options button . i Click the Configure button . j On the Settings tab, under Point Zoom Scale, type 1000. k Click Done. l Click a few list items to test the interactivity. To return to the default map extent, click the selected list item a second time to deselect it. m On the left, click Save and choose Save. n Close your web browser. You created a dashboard that shows a map of your faire data as well as a list of event assets and an indicator showing the total inspections performed this week. You also added interactivity to pan and zoom around the map when you select items from the list element. Organizing your field activities with ArcGIS Dashboards 7-19
1. To customize your dashboard, you will need to add and arrange which components according to the needs or requirements of your organization? a. Data sources b. Maps c. Elements d. Tables 2. What is the primary mechanism that supplies data to data-driven elements in a dashboard? a. Web maps b. Tables c. External data sources d. Layers Lesson 7 Lesson review 7-20
Exercise 7: Create an interactive dashboard to display field activity (page 7-10) 1. What do you notice when you test the pan and zoom functionality? The map element appears to pan, but there is no noticeable zoom. Answers to Lesson 7 questions 7-21
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Answers to lesson 1 review questions 1. Which ArcGIS component is defined as collections of vector or raster geographic data that can be added to create maps and scenes for field apps? b. Layers 2. Which ArcGIS data capture field app is form-centric? b. ArcGIS Survey123 Answers to lesson 2 review questions 1. When setting up a group in ArcGIS Online, a group owner can control which aspects of the group? • Visibility • Membership • Contribution privileges 2. Which data collection efficiency techniques create drop-down options in ArcGIS field apps? • Lists/domains • Subtypes 3. Which publishing setting in ArcGIS Pro controls whether the user of a web map can edit the layers? b. Configuration Answers to lesson 3 review questions 1. What are some benefits of ArcGIS Field Maps? • Mapcentric collection environment • Mobile worker support • Configurable data-collection forms • High-accuracy GPS Appendix B Answers to lesson review questions B-1
• Real-time updates • Offline data collection 2. What are some methods to use and share markup in ArcGIS Field Maps? • Use markup to take notes and draw sketches. • Share markup with users or mobile devices as raw markup files or images. • Share markup with ArcGIS Online or ArcGIS Enterprise organizations as raw markup files. Answers to lesson 4 review questions 1. What are some options available to configure forms? • Place and order elements • Add additional form elements • Group elements • Format element properties 2. What types of data can be collected using basic form elements? • Barcode: Double, Integer, or String • Date/Time: Date • Numbers: Double or Integer • Text: String 3. Which type of logic uses Arcade expressions to automate data entry in forms? d. Calculated expressions Answers to lesson 5 review questions 1. What are some benefits of using ArcGIS Survey123 to manage your field activities? • Formcentric data collection • Custom answer format • Multi-page form support Appendix B Answers to lesson review questions (continued) B-2
• Analyze results • Offline support • Feature reports 2. Which ArcGIS Survey123 component would you use to design a survey form by manually editing an XLSForm-compliant spreadsheet? b. ArcGIS Survey123 Connect Answers to lesson 6 review questions 1. Which aspect of the ArcGIS QuickCapture mobile app allows users without training to use the app effectively? The large button interface allows users to quickly begin using the app to collect data in the field. 2. Which specific configuration option allows users of the ArcGIS QuickCapture mobile app to input values for observations ahead of time which will be used when data is captured? The Project User Input configuration allows users to type information about their observation ahead of time, to use a specific value when data is captured. Answers to lesson 7 review questions 1. To customize your dashboard, you will need to add and arrange which components according to the needs or requirements of your organization? c. Elements 2. What is the primary mechanism that supplies data to data-driven elements in a dashboard? a. Web maps Appendix B Answers to lesson review questions (continued) B-3
Lesson 2 Resources Controlling access with groups in ArcGIS Online • For more information about security, privacy, and compliance, visit the ArcGIS Trust Center (https://trust.arcgis.com). - Lesson 5 Resources Creating forms using Survey123 Connect • Esri Academy: ArcGIS Survey123: Using ArcGIS Survey123 Connect - Appendix C Additional resources C-1