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2 Creating Operations Dashboards

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© 2017 - World Food Programme

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Introduction...........................................................................................4

mailto:[email protected]

Creating Operations Dashboards 3

2.1. Software needed.................................................................................................................................................42.2. Supported operating systems..............................................................................................................................52.3. Hardware requirements......................................................................................................................................52.4. Software requirements........................................................................................................................................5

Operations Dashboard overview..............................................................6

2.1. Operation view...................................................................................................................................................72.5. Map widget.........................................................................................................................................................82.6. Operations Dashboard interfaces.......................................................................................................................9

Operations Dashboard Widgets.............................................................16

3.1 Data sources......................................................................................................................................................174.3.1 External data sources................................................................................................................................18

3.2 Type of widgets.................................................................................................................................................194.3.1 Map Widget................................................................................................................................................204.3.2 List Widget.................................................................................................................................................244.3.3 Feature Details Widget..............................................................................................................................264.3.4 Bar Chart Widget.......................................................................................................................................284.3.5 Indicator Widget........................................................................................................................................304.3.6 Gauge Widget.............................................................................................................................................324.3.7 Description Widget....................................................................................................................................344.3.8 Legend Widget...........................................................................................................................................354.3.9 Histogram Widget......................................................................................................................................354.3.10 Pie Chart Widget......................................................................................................................................374.3.11 Summary Widget......................................................................................................................................394.3.12 Query Widget...........................................................................................................................................41

Exercise: Create an Operations Dashboard to monitor monthly food

distribution in Afghanistan...................................................................45

4.1 Publish layers through ArcGIS Server..............................................................................................................454.3.1 Import layers into the GeoDatabase..........................................................................................................464.3.2 Style layers and publish them through ArcGIS Server..............................................................................46

4.2 Create an Interactive Map in ArcGIS Online....................................................................................................494.3.1 Add a layer from the WFPGeoNode..........................................................................................................51

4.3 Create an Operation View to monitor monthly food distribution in Afghanistan............................................524.3.1 Share the Operation View..........................................................................................................................58


Introduction

The GIS training “Creating Operations Dashboard” is part of a collection of trainings on Web GIS applications and tools produced by the Geospatial Support Unit (GSU) at the Emergency Preparedness and Response branch to support the growth of GIS users within the World Food Programme, by providing to non-GIS professionals access to geospatial data and allow them to monitor, track and assess WFP operations using web based application that integrate GIS data and information residing in other corporate systems like actual deliveries and implementation plans, number of beneficiaries served, MT of food dispatched and cash based transfers.

This specific training module has been designed with the aim of guiding the user through the creation of Operations Dashboards which includes an interactive map and several widgets for situational awareness.

2.1. Software needed

During this course, you will use the software components described below:

o ArcGIS Desktop 10.4.1o Desktop app of Operations Dashboards

Over this course you will access some web portals to configure services and web maps, please be sure to have user accounts with necessary privileges to access the ArcGIS Server manager and/or the WFPGeoNode platform (geonode.wfp.org) and WFP’s organizational account in ArcGIS Online.

2.2. Supported operating systems


The Operations Dashboard Windows app supports the following operating systems:o Windows 10 Pro and Windows 10 Enterprise (32 bit and 64 bit)o Windows 8.1, Windows 8.1 Pro, and Windows 8.1 Enterprise (32 bit and 64

bit)o Windows 7 Ultimate, Enterprise, Professional, and Home Premium (32 bit and

64 bit)

2.3. Hardware requirements

The Operations Dashboard Windows app requires the following hardware:

o CPU speed: 2.2 GHz or higher o Disk space: 1.5 GB of available disk space. o Memory/RAM: 2 GB or higher.

2.4. Software requirements

Using the Operations Dashboard Windows app requires Microsoft .NET Framework 4.5 or later. You must have administrative privileges on your machine to install it.

Operations Dashboard overview


Operations Dashboard is one of the applications built on top of ArcGIS Online to enrich the experience of users interested in consuming geospatial information and integrate it with other data that can provide a better picture of on-going operations.It is made of two main components:

A Windows application used to create Operations Dashboard and publish them as Desktop and/or Web-based products;

A Web component to provide users with access through their browser.

The Windows app allow GIS experts to create executive dashboards that integrate maps, lists, charts, and gauges for real-time operation views. They can use interactive maps with dynamic data sources that update automatically as underlying information changes to monitor, track and report real-time data feeds.

Using Operations Dashboard with your ArcGIS organization, you can create and manage operation views that contain maps and other informational displays that keep your organization up to date on how operations are progressing.

2.1. Operation viewWhen working in Operations Dashboard, the product that you create and that your users access is called an operation view. It can contain maps and informational


displays that provide information you can monitor, track, and assess. Operation views can be stored in your ArcGIS organizational account. They can be shared with members of your organization, with groups within your organization, and publicly. The following screen capture shows items that can be found in an operation view.

1. File menu: Access to details about the open operation view and your account.2. Tools menu: Access to stop and start editing the operation view, as well as save it.3. View menu: Access to app display options including text size, color theme, and whether

optimized for use with a mouse or on a touch device. 4. Widgets menu: Access to add and manage add-ins and add external (not on the map) data

sources.5. Informational displays (widgets): Examples of widgets that can be included and how they

might be laid out in the operation view. The widgets bring information from the map to your users, providing quick access to the information they need. For example, the MT of food distributed by area office can be easily displayed with bar charts A complete list of available widgets and details for configuring each one are provided in the next chapters.

6. Map widget: A map widget is a special type of widget that displays data geographically. The data in the map can be used by the other widgets as their source data.


2.5. Map widgetThe map widget displays a map in the operation view and provides access to the map data to the other widgets. When authoring an operation view, you can include tools on the toolbar, as well as provide access interactions with some of the features displayed on the map. The following screen capture shows items that can be found on the map widget.

1. Configure: Context menu opens the Configure Map dialog box. Here you can specify data sources available to other widgets and the capabilities exposed to the user through the map.

2. Map toolbar: Shows the tools available on the map. 3. Add, remove, and configure tools: Opens the Configure map tools dialog box. Here you

can specify which tools are included in the toolbar as well as configure tools that have additional settings, specified by the gear icon next to the tool. You can filter the map tools by entering a string, clicking Default to display Esri-provided map tools, or clicking Custom to display custom-built map tools. For details of each tool, see Configure map tools.

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2.6. Operations Dashboard interfaces

In this paragraph some of the user interface elements you'll encounter in Operations Dashboard for ArcGIS are described. The user interface is different depending on whether you open the operation view as a creator (requires an administrator or publisher role in your organization) or as a user (user role in your organization). This topic focuses on the author's interface. The first interface that you will see after opening Operations Dashboard is the Sign in.

Click Continue and sign in using your ArcGIS organizational account.


After signing in, the first page that you will see is the Home Screen.

1. Recent: A list of operation views recently used on this machine.2. Open an Operation View: Launches the item browser where you can browse operation

views you own (My Content), have recently used (Recent), that are shared with groups to which you belong (Groups), or that you find through searching (Search).

3. Create a New Operation View: Takes you to the New tab of the File menu, where you choose the type of operation view you want to create and begin creating your operation view.

4. Sort by: Sets the criteria for sorting the displayed operation views. By default, they are sorted by the date they were last modified.

5. Search box: Enter a string to find operation views.6. Available operation views: Displays all the operation views you can access.

If you click on Create a new Operation View you will access the setting page for creating, opening, saving, and closing operation views. It appears when you create a new operation view or click the File menu when the operation view is open.


In this page you can decide if to create a MultiDisplay View or a Single Display View. When you create a new operation view, you choose whether it will be displayed in an environment with multiple monitors, such as in a desktop setting, or on a single monitor, such as a tablet device or in a web browser. A single-display operation view has a predetermined layout with a map widget on the right and configurable panels of widgets on the left. Only single-display operation views can be viewed in a web browser. If you create a multidisplay operation view, you can later save it as a single-display operation view. This places the widgets into panels to the left of the map and removes the chat widget if one was used.After choosing which type of Operation View you want to create you will be asked which map from ArcGIS Online you want to use for the Map Widget.


Choose the map you prefer and click OK.

The Configure Map dialog box becomes active and populates with information from the map you selected. You can decide which map layers to use as data sources for the operation view. If a layer is regularly updated as information changes, or if you want to use its information in another type of widget, such as a list or chart, specify the layer as a data source. Layers can be set as dynamic or static. Because you set the refresh interval on the layers in the previous exercise, it is reflected in the Settings menu.


In the example above we only have one data source with no option to be set as dynamic. In the Exercise at the end of this training document we’ll see how to configure data sources as dynamic.

For each data source you can also apply filters to limit the number of features displayed in the map and in widgets.

In the Capabilities tab you can specify the capabilities available to the users as they work with the map in the operation view. As the creator of the view, identify which tasks users may need, such as following an emergency vehicle as it moves on the map or getting additional information about a particular incident. Enabled feature actions are presented to the user in a context menu when a feature is pressed and held or right-clicked. Enabling Feature Pop-ups in the Other section shows the pop-up when the user clicks a feature on the map, without use of a context menu.

After clicking OK the Operation View appears and it’s in editing mode, allowing the creator to modify it and add more widgets.When editing a Multidisplay operation view, use Widgets > Add Widget to insert a widget into the operation view. The Widgets menu is displayed only when you are editing the operation view.


When editing a single-display operation view, use Widgets > Add Panel to insert a panel with a predefined layout that can contain one or more widgets. The panel has an Add Widget button that allows you to choose the type of widget. The Widgets menu is displayed only when you are editing the operation view.

Use the Add Widget dialog box to choose the type of widget to insert. Some widget types require other widgets or data sources to be present in the operation view before you can add them.


This is the configuration dialog box for a map widget, which is commonly included in operation views.

When editing the operation view, use the Settings button to modify a widget's configuration. You can also remove a widget with this menu.


Operations Dashboard Widgets

Widgets are the core of operation views. The map widget is usually included and often serves as the source of input data for other widgets. Other common widget types include bar or pie charts, lists, or indicators. You choose which data source or attribute value is displayed by the widget, specify the appearance settings, provide a description or explanatory text, and set any other properties required for the particular widget.

As soon as you create the operation view, you are prompted to add widgets to it. When starting from a new, empty operation view, you can only add the types of widgets that do not rely on other data sources (widgets) to function. Generally, you start building the operation view by adding a map widget. Once you have data sources in your operation view, you can add other types of widgets.

As the author of the operation view, you specify the initial size and position of widgets and the application frame. While users can rearrange windows, you set the default appearance of how the app appears when it is started. Your arrangement can make certain widgets appear more prominent than others. You should make the most important windows appear the largest so they are easy to see. If you are building a single-display operation view, you use predefined layouts for the widget placement. Use Widgets menu > Add Panel to set the layout, and click the Add Widget button in the panel to insert a widget within the current layout. If you have more panels than can be viewed at once, you can cycle through them by using the arrows at the sides of the panel or the navigation buttons at the top and bottom of the panel.


3.1 Data sourcesData sources are used to build widgets in the operation view. They can be a variety of items, including layers in map widgets, selections in a map or list widget, or services not drawn on the map. Data must be hosted on ArcGIS Online or ArcGIS for Server.

A map widget is often the primary data provider for the operation view, and map layers serve as a data source for other widgets. For example, your map widget might contain number of building damaged and refugees following an earthquake, which can then display in a chart or gauge widget.

Some of your data may be static and not frequently changing, while other data is dynamic and updates periodically. For example, the locations of field crews collecting information about earthquake damage are constantly changing, while WFP offices locations rarely update. In this case, specify that the field crew layer refreshes at a certain interval to show the latest position and status information, while leaving the WFP offices layer static. This can be specified through the refresh internal of the layer in your map in ArcGIS Online, right click on the layer and set the refresh interval to specify how frequently you want data in the Operation View to be updated.

When editing the operation view, you can override the refresh interval on each layer in the map with a single refresh interval for all dynamic layers. To specify a single refresh interval, go to the Widgets menu and click Refresh Settings. Set the refresh type to use a single interval to update data sources, and specify a refresh interval. When using a single refresh interval, you can also override for each layer whether it is static or dynamic.


4.3.1 External data sources

An external data source serves as input data for a widget but does not display on the map. A hosted feature layer, a map service, a feature service, or a stand-alone table can be an external data source. To include an external data source, click Edit and Edit Operation View to modify the operation view, and then click Widget and External Data Sources. You can add a layer by browsing to it in your organization, or by entering the URL to the server or a particular layer. If you specify a server's URL, choose the layers to use as data sources within the operation view. You can check one or all layers.

For each data source, specify if it contains dynamic data that refreshes periodically or remains static. In addition, you can set a filter to include only the features that satisfy a query. Use the buttons on the dialog box to set the filter, include all features again, and edit the definition.

Only the following types can provide data to create widgets:

o A hosted feature layer on ArcGIS Online or Portal for ArcGISo An ArcGIS 10.1 Server (or later) feature serviceo An ArcGIS 10.1 Server (or later) map serviceo An ArcGIS 10.1 Server (or later) table

Other data types from your map will be visible; however, you won't be able to use them as a data source for other widgets:


o ArcGIS Server imagery serviceso Feature layers hosted on ArcGIS Onlineo Tile layers hosted on ArcGIS Onlineo GeoRSS web feedso Files imported into ArcGIS Online (including GPX, CSV, and shapefiles)o Referenced CSV fileso Referenced feature collectionso WMS datao Tile layers

3.2 Type of widgets

Widgets are the core of operation views, the map widget is usually included and often serves as the source of input data for other widgets. Other common widget types include bar or pie charts, lists, or indicators. You choose which data source or attribute value is displayed by the widget, specify the appearance settings, provide a description or explanatory text, and set any other properties required for the particular widget.

Map: Displays a map, which is often the primary data source for the operation view and other widgets.

Bar Chart: Displays the values or counts of feature attributes as bars. Description: Displays static text in a window. Feature Details: Displays detailed information about one feature or row, including a

title, description, field information, and one or more media elements. Gauge: Depicts the value or count of a certain attribute as a percentage of a target

value.


Histogram: Displays the values of attributes to show distribution. Indicator: Depicts the state of the value or count of a certain attribute against a target

value. Legend: Displays a legend for a map. The legend automatically updates when you turn

a layer on or off in the map widget. List: Displays the contents as a sorted list of items. Pie Chart: Displays the values or counts of feature attributes as proportions of a pie. Query: Runs predefined queries about features. Summary: Displays a count of features or a summary statistic for a field for a collection

of features.

4.3.1 Map Widget

Maps used in the operation view are authored and saved in your ArcGIS organizational account. These maps can contain one or more layers. When you add a map widget to the operation view, you can set options for the map's layers, including the individual layers that serve as data sources for other widgets and whether the features are selectable. You can also create a filter with a query to create a data source that only includes a certain set of features from the layer and is usable by other widgets.

In addition to configuring the data sources for your map widget, you can configure how a user can interact with the map in your operation view, including available feature actions and whether tapping or clicking a feature displays its pop-up.

Feature actions add display and navigation functions to individual features. For example, the highlight action allows users to flash a feature, while follow tracks a particular feature as it moves without having to pan manually to keep the feature centered in the map.


Feature Pop-ups enables users to tap or click a feature on the map to display the pop-up. The content of the pop-ups is authored and stored within the source map, so you have to configure when creating the interactive map in ArcGIS Online.

Configure capabilities:

1. Click Edit, and click Edit Operation View.

2. Click Settings and click Configure in the map widget's window.3. Click the Capabilities tab.4. Check the feature actions that will be available when interacting with

individual features in the map. For example, users can press and hold or right-click a feature to follow it on the map, zoom or pan the map to it, or highlight it on the map.

5. Check the other capabilities that will be available in the map. Enable Feature Pop-ups to display a pop-up containing information about a feature by tapping or clicking the feature. Enable Coordinates to show the coordinates of the current cursor location.

6. Click OK to finish configuring the widget.

Configure map tools:

When configuring a map widget, you can enable additional map tools for users of your operation view. These tools are displayed on a toolbar within the map widget. Basic map navigation, such as panning and zooming, is always available in a map widget and does not require you to enable any additional functionality.

Basemaps: Allow users to change the basemap for the map by choosing a new one from the standard gallery.


Map Contents: provides users with the ability to turn layers on and off. You need to specify which layers are listed; if you want a layer to be displayed all the time, do not include it in the Map Contents widget.

Select Features: Enables interactive selections on the features in the map widget. This is very useful to allow widgets to show only information about the currently selected feature.

Bookmarks: allow users to navigate to saved map extents. Find Places: Adds search capability to a map widget. Users can search the map for

an address, x,y coordinate location, or a feature. If a single result is found, the map centers on the location and displays a pin at the position. If multiple results are found, they are presented to the user. Tapping or clicking a single result pans and zooms to its location. When creating the map, configure the search in the item details page of the map. Choose which search types to enable: By Layer, By Address, or both. Provide hint text so that users of your operation view know what they can search.

Layer Filters: Allows you to define a query to display only the features that satisfy a query. When enabled, the filter applies to all widgets that use data from the filtered layer, including the map. You can create multiple filters and the user can enable or disable each one.

Measure: Provides tools to measure distances and areas and obtain coordinate locations on the map. You specify which units are available for measuring.

Clear Feature Selection: clears the selection on the map.

1. Once you add a map widget, click Add, remove, and configure map tools .2. Check the tools you want to be available in the map widget. Some tools, such

as Layer Filters and Find Places, require additional configuration

Filter data

In some cases, you may want to work with only a subset of features that have a particular attribute value or fall within the current extent.


here are three places where you can create filters for your operation view: in the map, using the Layer Filters tool, and on a data source from the map. The type of filter you create determines how that filter can be used.

4.3.2 List Widget


The list widget shows a sorted collection of features or rows. The list can include all of the features from the data source or can be limited to display only a certain number of features.When configuring how the feature is displayed, you can include an icon to represent the feature in the list, such as whether an evacuation center is a medical facility or a school. You can also include additional information for each item in the list, which can be static or can be obtained from field values.

Feature actions add display and navigation functions to individual features in the widget. If the widget's data source is a layer in a map, you can zoom the map to the feature, flash it on the map, select it on the map, or have the map follow the feature as it moves automatically.

The list widget can be the data source for another widget. When configuring other widgets, you can set either the top item or the selected item in the list to be the data source. For example, using the information in the list, you can configure a gauge to sum the evacuees from all the shelters to monitor when the city's evacuation center capacity has been exceeded.

1. Click Edit, and click Edit Operation View.2. To create a new widget, click Widget, click Add Widget, choose the type of

widget, and click OK. To update settings for an existing widget, click Settings

, and click Configure on the widget's window.3. Click the Data Source drop-down arrow, and choose the item that will provide

the data for the widget. 4. To display the features in a selection if one is made, and to show the full list

of features from the data source when no selection is made, click Display map selection if available. This ensures the list is never empty and also that the list and other widgets using the list as their data source reflect a selection on the map when one exists.


5. In the Title box, type a title that will be displayed in the widget's window.6. In the Description box, type a caption that will be displayed below the widget.7. To show a search box in the list widget, click Allow Search. This allows users

of your operation view to reduce the data shown in the list based on a search criteria.

8. Set the field to sort the data in the list, the order in which the values should be sorted, and the maximum number of items that should be shown in the list.

9. Click the Selection Mode drop-down arrow and choose how items can be selected in the list. Single means that only one feature at a time can be selected, and multiple mode allows more than one item to be selected in the list.

10. Click the Feature Display tab to set how each feature should be depicted in the list.

11. In the Title box, type a title for the feature. This can be a combination of static text and values from one or more fields. Click the Insert Field button to insert a field into the title.

12. Set the type of icon to be displayed next to the feature in the list. Click None if you do not want any icons to display, Symbol to use the feature's symbology in the list, or URL to pull the symbol from a website.

13. To include additional information about the feature, add a description. Click Single Field and choose one field to use.

14. Click the Feature Actions tab to set which tools are available when interacting with features in this widget.

15. Set which action occurs when double-tapping or double-clicking within the widget.

16. When you're satisfied with the preview, click OK to finish configuring the widget.


4.3.3 Feature Details Widget

The feature details widget displays detailed information about a feature or row, including a title, description, field information, and one or more media elements. The content for the feature details can be derived from a combination of static text and field values, as well as from any information that has already been configured in the data source, such as the pop-up properties that were set on the map.Any changes to the underlying data source pop-up information is reflected in the details widget.

Feature actions add display and navigation functions to individual features in the widget. If the widget's data source is a layer in a map, you can zoom the map to the feature, flash it on the map, select it on the map, or have the map follow the feature as it moves automatically.




the data for the widget. 4. In the Title box, type a title for the feature. This can be a combination of

static text and values from one or more field. By default, it is the map's pop-up information title.

5. Type any static text you want to appear.


6. You have several options when displaying the Description. Click Field List and check the fields to display in the description to show a list of field values, or click Single Field and use one field.

7. Click the Field Format tab and set display properties for the fields used in the feature details widget. You can type alternate field display names, reorder fields with the arrow buttons, and specify properties for numeric values, such as whether to use a thousand separator.

8. Click the Media tab to add an image to the feature details display. You need to specify the URL address to link to the image. Each media element can include a title, caption, and related information link that is a combination of static text and field values.

9. Click the Capabilities tab to set which feature actions are available when interacting with features in this widget. Enable Coordinates to display the feature's location.


4.3.4 Bar Chart Widget

A chart widget graphically displays the values of one or more attributes for a feature. A bar chart can represent either the attribute values of a single field, aggregated values for multiple fields, or the total counts of features. The values can be depicted in either a horizontal bar or a vertical column. You may want to set a limit on the maximum number of features to keep the chart readable.


When you chart one field using the option to display features as bars, each bar represents the field value of a feature in the data source.You can use a chart widget to display multiple attribute values for a set of features using the option to display attributes as bars. In this case, a bar represents an aggregation of the values in each chosen field.

When displaying attribute values as bars, a summary operation is performed on the field values. The aggregate can be any one of the following:

The average value across the features The maximum of the values of all the features The minimum of the values of all the features The sum total of the values of all the features


widget, and click OK. To update settings for an existing widget, click Settings ,

and click Configure on the widget's window.3. Click the Data Source drop-down arrow, and choose the item that will provide the

data for the widget. 4. In the Title box, type a title that will be displayed in the widget's window.5. In the Description box, type a caption that will be displayed below the widget.6. The display type specifies what type of information you intend to display in the

bar chart. Click the Display Type drop-down arrow and choose whether to display features, attribute values, or feature counts as bars.

o When displaying features as bars, click the Value Field drop-down arrow and choose an attribute field that will be charted. Set the other options as desired, including the fields used for labeling the bars, maximum number of values, and options for sorting.


o When displaying attributes as bars, in the Value Fields list, check the attribute fields whose values will be charted. In addition, you can reorder the fields to ensure they are in logical order by selecting one or more fields in the list and using the Up and Down arrows to the right of the list. Set the type of operation (sum, average, minimum, or maximum) and whether to normalize the values.

o When displaying feature counts as bars, click the Value Field drop-down arrow and choose an attribute field that will be charted. Set the other options as desired, including the maximum number of values and options for sorting.

7. Click the Axes tab to specify the chart axis range and whether to display labels and grid lines on the axis. Choose Automatic to have the chart axis range automatically calculated based on the values in the chart. Alternatively, choose Manual to set the range to a specific value and enter the value in the Minimum and Maximum boxes.

8. Click the Appearance tab to set chart display options. The chart layout can be vertical columns or horizontal bars. You can also set the color of the bars or columns or use a color ramp.

9. When using a data source that represents a single feature, such as a selection in a list widget, click the Name Field drop-down arrow to set the field value that will be displayed above the widget.

10. If Display Type is set to Display features as bars or Display feature counts as bars, click the Feature Actions tab to set which tools are available when interacting with features in this widget. Set which action occurs when tapping or clicking within the widget.



4.3.5 Indicator Widget

An indicator widget depicts the state of the value of a certain attribute against a target value. For example, an indicator might depict the actual MT of Food distributed against the monthly expected value. For those features where this value falls under the target value, the indicator shows a negative and the value. For those that meet or are above the target value, the indicator shows a positive and the value.




the data for the widget. 4. In the Title box, type a title that will be displayed in the widget's window.5. In the Description box, type a caption that will be displayed below the widget.6. The display type specifies what type of information you intend to display in

the indicator. Click the Display Type drop-down arrow and choose whether to display a statistic or a count.


7. Click the Value Field drop-down arrow and choose an attribute field that will be displayed. Set the type of operation (sum, average, minimum, or maximum) to apply to the attribute values shown in the widget if more than one feature in the layer is selected.

8. Click the Target Range tab to set the type of indicator, which can be either a two-state type that displays above and below values, or a three-state indicator that displays above, below, and values in between.

o For a two-state indicator, type a constant value for the target, or choose a field and use it instead, and set the type of comparison.

o For a three-state indicator, set the high and low target values or field. 9. Check Raise alerts when minimized if you want the widget to display a

notification that target values are met and the widget is minimized.10. Click the Appearance tab to set the color and icon symbol to display the value. 11. When using a data source that represents a single feature, such as a selection

in a list widget, click the Name Field drop-down arrow to set the field value that will be displayed above the widget.

12. You can type text to appear before and after the value to provide additional context. You can include a space at the end of the leading text and at the beginning of the trailing text so the result shows a space on either side of the value.



4.3.6 Gauge Widget

A gauge widget depicts the value of a certain attribute or a count of features as a percentage of a target value; for example, a gauge might depict the unemployment rate for a layer of United States counties with census information. The target value in this case would be 100.

When a single feature serves as the data source, the value for the chosen field is shown in the widget. If more than one feature is used, such as when there are multiple selected features, a summary operation is performed on the field values. The aggregate can be any one of the following:



widget, and click OK. To update settings for an existing widget, click Settings ,

and click Configure on the widget's window.3. Click the Data Source drop-down arrow, and choose the item that will provide the

data for the widget. 4. In the Title box, type a title that will be displayed in the widget's window.5. In the Description box, type a caption that will be displayed below the widget.6. The display type specifies what type of information you intend to display in the

gauge. Click the Display Type drop-down arrow and choose whether to display a statistic or a count.


7. Click the Value Field drop-down arrow and choose the attribute field that will be displayed. Set the type of operation (sum, average, minimum, or maximum). These options do not apply when displaying a count.

8. Click the Target Range tab to set the minimum, maximum, and threshold values. You can either type a constant value or when displaying a statistic, choose a field and use it instead. If you want to include a threshold, check Percentage to display the percentage of the target value represented by the attribute value.

9. Check Raise alerts when minimized if you want the widget to display a notification that target values are met and the widget is minimized.

10. Click the Appearance tab to set the style, label, and color of the gauge. If you have set up a threshold value, you can set different colors for when the value is below or equal to and above the threshold.




4.3.7 Description Widget

A description widget displays static text in a window. You can format the text as well as insert images and hyperlinks. Using a description widget is a way of conveying instructions or pertinent reference information, such as the data sources used to build the operation view, notes, contact information, or useful websites.

This description widget contains the instructions for how to use a widget in the operation view.

1 Click Edit, and click Edit Operation View.2 To create a new widget, click Widget, click Add Widget, choose the type of


, and click Configure on the widget's window.3 In the Title box, type a title that will be displayed in the widget's window.4 In the Description box, type the text to display in the widget and set the

formatting properties. You can also insert images and hyperlinks.5 When you're satisfied with the preview, click OK to finish configuring the widget.

4.3.8 Legend Widget

A legend widget displays a legend for a map. This is particularly useful for interpreting and understanding thematic map layers. The legend updates when layers are turned on and off in the map widget. The legend lists all features for the visible layers in the map, even if the features are not displaying at the current map extent. The map determines how the legend looks, so there are no configurable appearance properties for the widget.



2. To create a new widget, click Widget, click Add Widget, choose the type of widget, and click OK. To update settings for an existing widget, click Settings

, and click Configure on the widget's window.3. In the Title box, type a title that will be displayed in the widget's window.4. Click the Map drop-down arrow and choose the map to which you want to

display a legend. 5. Click OK to finish configuring the widget.

4.3.9 Histogram Widget

A histogram widget is a type of bar chart that graphically displays the values of numeric attributes to show distribution. A good data source for a histogram widget has attribute values that are continuous in nature and can be divided into equal intervals.A histogram is defined for a single attribute field, such as population. When configuring the histogram, you can set the number of equal intervals used to classify the data.



2. To create a new widget, click Widget, click Add Widget, choose the type of widget, and click OK. To update settings for an existing widget, click Settings


the data for the widget. 4. In the Title box, type a title that will be displayed in the widget's window.5. In the Description box, type a caption that will be displayed below the widget.6. Click the Value Field drop-down arrow, choose an attribute field that will be

displayed, and set the number of intervals in the data.7. Click the Axes tab and specify the chart axis range and whether to display

labels and grid lines. Choose Automatic to have the range automatically calculated based on the values in the chart. Alternatively, choose Manual to set the range to a specific value, and type the value in the Minimum and Maximum boxes. You can also choose whether to display proportional (normalized) values. By default, the raw frequencies calculated from the intervals are displayed in the chart. However, in some cases you may want to present a normalized view of the histogram, resulting in a proportional (percentage) view of the data rather than the frequency count.

8. Click the Appearance tab to set the color of the bars in the histogram.9. When using a data source that represents a single feature, such as a

selection in a list widget, click the Name Field drop-down arrow to set the field value that will be displayed above the widget.

10. Click the Feature Actions tab to set which tools are available when interacting with features in this widget.

11. Set which action occurs when tapping or clicking within the widget.12. When you're satisfied with the preview, click OK to finish configuring the

widget.


4.3.10 Pie Chart Widget

A pie chart widget graphically displays the values or counts of one of more attributes for a feature as proportions of a pie.

1. Click the Data Source drop-down arrow, and choose the item that will provide the data for the widget.

2. In the Title box, type a title that will be displayed in the widget's window.3. In the Description box, type a caption that will be displayed below the widget.4. The display type specifies what type of information you intend to display in

the pie chart. Click the Display Type drop-down arrow and choose whether to display features, attribute values, or feature counts as segments.

o When displaying features as segments, click the Value Field drop-down arrow and choose an attribute field that will be charted. Set the other options as desired, including the fields used for labeling the bars, maximum number of values, and options for sorting.

o When displaying attribute values as segments, in the Value Fields list, check the attribute fields whose values will be charted. Set the type of operation (sum, average, minimum, or maximum).

o When displaying feature counts as segments, click the Value Field drop-down arrow and choose an attribute field that will be charted. Set the maximum number of values.

5. Click the Appearance tab to set chart display options. You can set the color of the pie segments or display labels for them.



7. If Display Type is set to Display features as segments or Display feature counts as segments, click the Feature Actions tab to set which tools are available when interacting with features in this widget. Set which action occurs when tapping or clicking within the widget.

8. Set which action occurs when tapping or clicking within the widget.


4.3.11 Summary Widget

A summary widget displays the count of features or a summary statistic for a field for a collection of features.


You can include text before or after the value to explain the summary information. For example, a summary that indicates values from a field that represent currency can include leading text for the currency symbol.

This summary widget shows the average speed of all ambulances in the city. Speed: is leading text, 25.00 is the average field value, and km/h is trailing text.

When a single feature serves as the data source, the value for the chosen field is shown in the widget. If more than one feature is used, such as when there are multiple selected features, a summary operation is performed on the field values. The aggregate can be any one of the following:


1. Click Edit, and click Edit Operation View.2. To create a new widget, click Widget, click Add Widget, choose the type of widget,

and click OK. To update settings for an existing widget, click Settings , and click

Configure on the widget's window.3. Click the Data Source drop-down arrow, and choose the item that will provide the

data for the widget. 4. In the Title box, type a title that will be displayed in the widget's window.


5. In the Description box, type a caption that will be displayed below the widget.6. The display type specifies what type of information you intend to display in the

gauge. Click the Display Type drop-down arrow and choose whether to display a statistic or a count.

7. Click the Value Field drop-down arrow and choose an attribute field that will be displayed. Set the type of operation (sum, average, minimum, or maximum) to apply to the attribute values shown in the widget if more than one feature in the layer is selected. These options do not apply when displaying a count.

8. Click the Appearance tab and set the color of the summary text and value.9. When using a data source that represents a single feature, such as a selection in

a list widget, click the Name Field drop-down arrow to set the field value that will be displayed above the widget.

10. You can type text to appear before and after the value to provide additional context. You can include a space at the end of the leading text and at the beginning of the trailing text so the result shows a space on either side of the value.


4.3.12 Query Widget

Queries provide a means of asking questions about the features in a data source and getting results that meet the criteria you specify. For example, a query for earthquakes might return which recent earthquakes were of a certain magnitude or greater.

To configure a query widget, you specify the data source and the query to perform, as well as a title and description. A query widget has a single data source, and all queries for the widget are based on that data source. If you want to define queries against different data sources, you need to create multiple query widgets.


The results of the query can be displayed in a list widget. To do this, you need to add a list widget and set the query result as the data source. Queries can be defined on any layer based on an ArcGIS map or feature service that has been published with a query service. You can find out if a layer has a query service by referring to the service details.




the data for the widget. 4. In the Title box, type a title that will be displayed in the widget's window.5. In the Description box, type a caption that will be displayed below the widget.6. Click Add to start building the query.7. In the Query Definition dialog box, type a name for the new query.8. Click the Query tab to specify the criteria.9. If your data contains subtypes, click the Type drop-down arrow and click the

type you want to query against from the list.

o Select a particular type to query against features of that subtype. If you choose this option, all fields (other than the subtype field) are included in the Field drop-down list.


o Select <All types> to query against all your subtypes. Based on your data, you will see different choices in the Field drop-down list. Fields with no domains are listed. Fields using a single coded domain or using range domains are listed. Fields using different coded domains or a mix of coded and range domains are not listed.

10. Click the Field drop-down arrow and click the field you want to query against. The fields in the layer are listed by name, and the data type of the field is also shown. The data type affects what kind of operator and value you can apply in the query.

11. Click the Operator drop-down arrow and choose the logical operator for the query from the list.

o For string fields, you can choose Contains, Equal, Not equal, Is blank, or Is not blank.

o For numeric fields, you can choose Equal, Greater than, Greater than or equal, Less than, Less than or equal, Not equal, Is blank, or Is not blank.

o For date fields you can work absolute dates or dates relative to the current time. For absolute dates, you can choose Is on, Is not on, Is after, Is on or after, Is before, Is on or before, Is blank, or Is not blank. For relative dates, you can choose Is within, Is on or within, Is before, or Is on or before.

o For fields with coded domains, you can choose Equal, Not equal, Is blank, or Is not blank.

12. Build the query by specifying the field and operator. You can click the Data tab to see a subset of the features in the layer and their attributes. Seeing a sample of the values can help you build an appropriate query. If you change the properties of an existing query, you can also find out the name of the layer the query is performed against at the top of this tab.

o If you want to query for a specific value, enter it in the Value box. If your field has a coded domain, choose a value from the drop-down list.


o If you want the user to be prompted for a value, check the Prompt for value check box, and type the default value in the Value box. You should also include a Prompt and a Hint for the user when the query is executed; the prompt will be displayed as a message in an input dialog box, and the hint will be shown as a ScreenTip for the input.

o If you are querying against the values in another field, click the Field tab, click the drop-down arrow, and click the field. You can choose a field when querying numeric and date fields.

o You can perform queries on date fields to determine whether phenomena occurred on, before, or after a specific date, or within a range of dates. You can specify an absolute query, such as earthquakes that occurred after 3/4/2000 or fires that occurred before 1/1/2010, as well as a query relative to the current time when the query is executed. For example, you might set up a query for vehicles that have not reported status for the last two hours, earthquakes that have occurred in the last two months, or police incidents that have been assigned in the past 10 minutes.

13. Click Add to add the criterion to the list.14. Optionally, build another query criterion and click Add. By default, the results

of the query are those features that satisfy both criteria. You can choose instead to show features that satisfy either criterion by changing the logical operator button in the criteria list from And to Or. To group criteria in the query, select the criteria in the list, and click the Group button. You can also select a group of criteria, and click Ungroup to remove the grouping and apply the criteria separately in the order listed.

15. Click OK when you are done setting the query criteria.16. You can add another query, as well as remove, edit, or reorder the queries in

the widget. 17. Click OK when you have built all the queries for the widget.


Exercise: Create an Operations Dashboard to monitor monthly food distribution in Afghanistan

In this exercise, we’ll create an Operations Dashboard to monitor the monthly food distribution of WFP in Afghanistan. We’ll go through the following steps:

1) Publish layers containing information on WFP distribution by Area/Sub Office and Districts using ArcGIS Server;

2) Create an interactive map in ArcGIS Online that will be used to provide data sources to the Operation View;

3) Create an Operation View adding a Map Widget and several other widgets depicting information on the food distribution.

4.1 Publish layers through ArcGIS ServerThe first step for make layers that we want to use as data sources for the Operations Dashboard available to ArcGIS Online is to store them into the GeoDatabase.


In this exercise we’ll use mainly two layers:

o afg_wfp_distribution_prro_2017 (containing info on planned and actual Food Distribution by Ares/Sub Office)

o afg_wfp_prro_plannedactualsbyprovince (containing info on planned and actual Food Distribution by province)

4.3.1 Import layers into the GeoDatabase

1) Right click on the database connection or on the Feature Dataset in which you want to store the layers;

2) Click Import and then Feature Class single;3) In the toolbox window specify the path to where your layers are placed and the

Output Feature Class name;4) Click Ok


Repeat these steps for the layers you have to import into the GeoDatabase.

4.3.2 Style layers and publish them through ArcGIS Server

Once your layers are properly stored into the GeoDatabase you can use ArcGIS Server to create web services that will be used to create the interactive map in ArcGIS Online. In order to publish these layers you need a connection to ArcGIS Server with publishing privileges. In case you have not created it yet, please follow instructions in the training module “Publishing Web GIS services”.

Follow steps below and repeat them for the two layers you have to publish for this exercise.

1) Open ArcMap and Sign in ArcGIS online by right clicking on File -> Sign In and providing your credentials to access ArcGIS Online;

2) Add to the project the layer: afg_wfp_prro_plannedactualsbyprovince

3) Create a Symbology using Quantities -> Graduated color on the field total_actu, which contains information on the total MT of food distributed in each province January 2017.


4) Add Labels to show the province name, as per the image below.

5) Publish the layer through ArcGIS Server by Right clicking on File -> Share as -> Publish Service

6) Select Publish a service7) Choose your connection to ArcGIS Server in the drop down menu and choose

a name for this Web Service. You can use the same name as the layer name in the GeoDatabase afg_wfp_prro_plannedactualsbyprovince;

8) Select the folder in ArcGIS Server where you want to place the web service, you can create one if it doesn’t exists yet;

9) At this point the Service Editor window appears. Click the Capabilities menu and check WFS, WMS and Feature Access;

10) Click the Item Description menu and provide a Description and some Tags;11) Click the Sharing menu and choose who you want to share this service with.

For the purpose of this exercise you can publish Web Services only in your content (check My Content).


12) Click Analyze;13) If no Error messages are raised, you can click Publish to create web services

for this layer and share it in ArcGIS Online.

Once these steps are completed, you can access ArcGIS Server Manager and check if this layer has been properly published, as shown in the image below.

Repeat steps above to publish the other layer too (afg_wfp_distribution_prro_2017).

4.2 Create an Interactive Map in ArcGIS Online

Now we’ll create an interactive maps with the two layers we have just published and another layer that we’ll get from the WFPGeoNode platform.

1) Open the WFP organizational page on ArcGIS Online, visiting this link http://unwfp.maps.arcgis.com and Click on the My Content tab.

http://unwfp.maps.arcgis.com/


2) From your content page create a new interactive map by Clicking on Create -> Map.

3) Insert a Title, Tags and a Summary

4) At the beginning the map will be empty. Click Add -> Sear for layers to add layers published in ArcGIS Online. Search for “Afghanistan” in “My Content”, a list of layers for Afghanistan will be presented.

5) Click on afg_wfp_distribution_prro_2017 and afg_wfp_prro_plannedactualsbyprovince layers (the

version in the list that present this icon )

6) Rename the layers by clicking on the three-dots icon right below the layer name and then Rename;

7) Add lables for the layer by province clicking on the three-dots icon and then Create Labels;

8) Configure the popup for the layers by clicking the three-dots icon and Configure Pop-up. Specify the Popup name and field attributes to display;


9) Set the Refresh Interval to 1000 minutes to allow data in the map and therefore in the Operations View to be updated accordingly to updated data in layers in the database. Click on the three-dots icon and then Refresh Interval.

4.3.1 Add a layer from the WFPGeoNode

1) In this section we’ll add to the map a layer containing WFP Office locations stored in the WFPGeoNode platform.

2) Click on Add -> Add layer form Web;

3) Pick from the Dropdown list a WMS OGC Web Service and insert this url: http://geonode.wfp.org/geoserver/ows?service=wms&version=1.3.0&request=GetCapabilities

4) Click Get Layers and pick from the list only the Global WFP Facilities layer;

5) Click Add and Save the map.

http://geonode.wfp.org/geoserver/ows?service=wms&version=1.3.0&request=GetCapabilities

http://geonode.wfp.org/geoserver/ows?service=wms&version=1.3.0&request=GetCapabilities


Note that the WFP Offices layer is shown at the bottom because it is considered a tiled layer (WMS) and tiled and raster layers in ArcGIS Online are always put at the bottom. If you want this layer on top of the others you have to add it as a WFS and create the simbology in ArcGIS Online or publish it through ArcGIS Server.

4.3 Create an Operation View to monitor monthly food distribution in Afghanistan

1) At this point we have all necessary tools and data sources to create the Operation View.

2) Launch the Operations Dashboard application;

3) Click on Create a New Operation View, select Single display operation view and click on Create;


4) Select from the list the interactive map that we have just created;

5) Check both data sources available and for each of them check the option Selectable;

Note the WFP offices layer is not in the list of available data sources because it’s a WMS layer. It can be displayed in the map but not used to provide data to other widgets.

6) Click on the Capabilities tab and check Show Pop-up, Pan to and Zoom to;

7) Click on the Add, Configure and Remove map tools icon and check Basemaps, Map Contents and Select Features tools. Map Contents allow user to switch layers on and off;


At this point the Map Widget has been added to the map and configured. We can start now adding other types of widgets.

Let’s add a Legend Widget. Click on Add Widget -> Add Legend and specify a title for the Legend.

We now add a List Widget to show all feature in the layer of food distribution by Area\Sub Office and info for the nutrition program. This layer in fact contain aggregate value of food distribution for all program categories implemented in Afghanistan but also values for each category.

1 Click Add Widget -> Select List;


2 Set the layer by Area\Sub Office as data source in the dropdown menu;

3 Insert a title;

4 Sort by Nutrition and in the Feature Display tab set Single Field as Description and Pick the nutrition_ field from the drop-down menu.

After adding this widget no space is left in the panel for other widgets. We can add

a new panel by click on the icon that you can find at the top of the page and click on Insert Panel. You can also specify in how many sections to split the panel.

Now we add a Gauge Widget to show for each Area\Sub Office the actual food distribution in January against the plan.

1) Add Widget and select Gauge.

2) In this case we want the gauge to display the comparison for each Area\Sub Office selected on the map. In order to implement this, we have to select as data source the selection version of this layer as per the image below.


3) Set total_actu field as data field and Operation Sum;4) In the Target range panel set the maximum value equal to the total_plan field

and the threshold to the 80%;5) Change the color of the below threshold to red and the Name Field to show

the Area\Sub office name (ao_name field);

When clicking on an Area\Sub Office in the map the Gauge changes accordingly to show the comparison for that specific Area\Sub Office;


We now add a last widget using Pie charts to display the comparison between actual MT of Food Distributed for the Nutrition category by Province.

Click on Add Widget -> Select Pie chart;

Select Afghanistan Monthly Food Distribution for PRRO by Province Selection as data source;

Choose Display attribute values as segments in the Display type;

Select nutri_act and nutri_plan as Value Fields;

In the Appearance tab check Show labels and change the color;

Note that in this case we have used the layer by Province as data source, so be sure that in the map you select the right layer. You can remove other layers from the map using the Map content tool.

Our Operation View is now completed. We can save it and share it with other ArcGIS Online users in the WFP organizational group or with smaller group as deemed necessary.


4.3.1 Share the Operation View

This is the fourth and final step in the process of creating and sharing an operation view to use for monitoring food distribution operations in Afghanistan. In the previous steps, you created a map and authored an operation view, including setting up the different panels of information.I n this phase, you'll share the operation view you created in the previous step with others in your organization.

1. In Operations Dashboard, open the view you created and saved in the previous exercises, if it's not already open.

2. Click File. 3. Click Share.

Options for sharing the operation view display. They include the following choices:

o People—You can share with people in your organization or groups the same way you can other items such as maps.

o Link—Get a link to the operation view. You can paste this link into an email, document, or instant message to share with others.


Note that if you are using a single display operation view, there are two links you can share: one that opens the operation view in the Windows app and one that opens the operation view in the browser.

If you are using a multidisplay operation view, there is a link that opens the operation view in the Windows app.

o Email—Generate an email containing a link to the operations view. The link included in the email behaves the same as the link option, but using this option allows you to create your own message and include the link.

4. For this exercise, share the operation view with your organization. Select People if it's not already selected.

5. In the People section, check the box next to your organization to share with all the members of your organization.

If you would like to share your view to the public, choose the option to share with Everyone. With this option, your users will not have to sign in to open and use the view.


In case you want to limit access only to a certain set of users, you can pick one of the groups in the list or create one in ArcGIS Online if not available yet. Please contact [email protected] in case you need to create need group in the WFP’s organizational account in ArcGIS Online.

When you share an operation view, you need to make sure the map and layers referenced by the operation view are also accessible to those who have access to the operation view.

The Referenced items section makes sure these items are appropriately shared.

6. Click Update Sharing.

mailto:[email protected]

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