So you’ve got an Insights license… now what??

Bryan Chastain, PhD

CSRA/US EPA

https://bchastain.github.io/devsummit2018/index.html

Background

What does Insights bring to the table?

  • Spatial is special
  • Focus on analysis instead of simple data presentation
  • Intuitive drag & drop UI

esri.com

How is it implemented?

  • Built on top of ArcGIS Enterprise (& AGOL)
  • Workbooks stored in Data Store
  • Built on Angular with Wijmo UI controls & D3-based charts
  • Workbooks are standard AGOL/Portal items that can be shared with the organization like any other item

What’s new in 2.2.1?

  • Cross-filters
  • Calculate Z-scores
  • Binned maps
  • Stacked bar charts
  • New data connections:
  • SQL Server 2017 & SAP HANA

esri.com

esri.com

How others compare – an update

  • Software
    • Qlik
    • Tableau
    • PowerBI
  • Scripting:
    • D3 (& D3-based alternatives)
    • R-Shiny
  • Qlik Sense built-in maps
    • Really only good for point data and simple KML
    • Limited to 1 layer
  • Qlik GeoAnalytics
    • Can consume most GIS data formats
    • Can consume map/feature services via JSON
    • Standard geography layers included
    • Additional licensing
  • 3rd party extensions:
    • QlikMaps
    • Geo-Discover

Spatial Example: Insights & Qlik

Tableau

  • Since last year, have added support for WMS and Mapbox layers
  • Also Added geojson support
  • Still very limited custom polygon support
    • 3rd party tools to help, but not easy

Spatial Example - Insights & Tableau

PowerBI

  • Since last year
    • Drive-time areas
    • Custom tooltips
    • Living Atlas (Premium)
  • Still no “Publish to Web”!

Insights Strengths

  • More intuitive interface
  • Simple drag-and-drop
  • Very easy to quickly create custom variables
  • Much easier to set up relationships between tables

Insights Strengths - Analysis

  • Analysis-driven, great for data exploration
    • Insights guides you through questions to find answers
  • Spatial analysis tools not provided elsewhere
    • Drive-times, filtering, enrichment, etc.
  • Everything is recorded as models, and can share workflows

Insights Strengths -   Spatial First

  • Spatial first, not an afterthought or add-on
  • Drag-and-drop spatial filtering and aggregation
  • Access to all data in the Living Atlas

Insights Limitations - Presentation

  • Insights is analyst-focused, so sometimes lacks in presentation
  • Very limited customization of charts (colors, labels, etc)
  • Can only share an entire page, not a single card (yet)
  • In AGOL, no public sharing at all (yet)

Insights Limitations - Extensibility

  • Both Tableau and Qlik Sense have APIs that provide much more customizability than Insights
  • Both have APIs to develop new visualization extensions as well as REST APIs to interact with the server

Extensibility Example - Qlik

  • Don’t like the built-in charts in Qlik?

  • Qlik has an online community called Qlik Branch where users can post their own custom extensions

http://branch.qlik.com/

  • Developers can then take those and customize even further

Limitations of Insights - Connectivity

  • Insights is improving this all the time, but still not as many options as other software
    • Oracle, Teradata, SQL Server, SAP HANA
  • Qlik and Tableau provide many more
    • Apache Hive, Cloudera, DB2, MySQL, Postgres, Salesforce, Sybase, Microsoft Sharepoint, REST JSON, Dropbox and more

Limitations of Insights - Advanced Aggregation

  • Both Tableau and Qlik have the ability to compute aggregations that are not at the level of detail of the current dimension
    • Tableau: Level of Detail Expressions
    • Qlik: Set Expressions
  • Can do some level of aggregation in Insights, but not to the same degree

Limitations of Insights - Advanced Crossfiltering

  • Insights 2.2.1 has cross-filtering – yay!
  • Unfortunately, there is no way to control what all gets cross-filtered
    • All selections/filters passed along
  • Sometimes need to obtain some static calculated value that is not affected by any filters that are applied to the view
    • Tableau: Triggers OR LoD expressions
    • Qlik: Set expressions

When to use Insights?

  • Is your data already in Esri ecosystem?
  • If not Esri-hosted, but still complex spatial geometry?
  • If not spatial, are you concerned more with spatial analysis & data exploration or more with presentation and data viz?
    • Complex considerations/trade-offs here
  • Do you need to be able to connect to data sources not provided by Insights (MySQL, Postgres, Sharepoint, etc)?

Coming Soon to Insights...

  • Link charts/maps
  • Double-stacked bar charts
  • OLS regression
  • Public sharing for AGOL
  • “Personal” edition of Insights for offline Desktop use
  • Data refreshing

Upgrade Tips

  • Have had problems several times when upgrading Insights and/or Portal
  • Make sure your Server service account has full read/write permissions on these directories:

<Program Files>\ArcGIS\Server\framework\runtime\insights

<Program Files>\ArcGIS\Portal\apps\insights

  • If still have issues, try a Repair
  • If still have issues, uninstall & reinstall Insights (workbooks won’t be deleted)
    • Ensure above directories get deleted after uninstall

Questions?

https://bchastain.github.io/devsummit2018/index.html