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Exercise
Create Collection and Dashboard
Apps
Section 3 Exercise 1
09/2018
Do-It-Yourself Geo Apps MOOC
Instructions
Use this guide and ArcGIS Online to reproduce the results of the exercise on your own.
Note: ArcGIS Online is a dynamic mapping platform. The version that you will be using for
this course may be slightly different from the screenshots you see in the course materials.
Time to complete
Approximately 50-60 minutes
Technical note
To take advantage of the web-based technologies available in ArcGIS Online, you need to
use a fairly new version of a standard web browser, such as Google Chrome, Firefox, Safari,
or Internet Explorer. Older web browsers may not display your maps correctly.
For information on supported browsers, visit the documentation (https://bit.ly/2pIIN2T).
Introduction
You have heard about smart communities and crowdsourcing to learn from citizens in an area,
and now you will learn how to do it. You will create two items:
Survey123 (https://bit.ly/2bLewJ1) allows users to enter data with a form and thereby add
locations and information to a hosted feature layer. The layer can be displayed in a web map,
and both of them must be public-facing and editable. Survey forms are a great way to
crowdsource data; they allow you to collect data and display it in another web app. Collector
for ArcGIS is a similar configurable web app for the field. It is more focused on mobile field
workers adding more structured data onto maps than the public crowdsourcing simple survey
data into a form.
Operations Dashboard (https://bit.ly/2BclAYx) is a good app for displaying and sharing
crowdsourced or other field data, especially more dynamic data, complex data, or live real-
time data. Another alternative would be the Summary Viewer app template. Ops Dashboard
gives you more element options to include in a dashboard, such as charts and graphs.
Remember the basic workflow of starting with a web layer, making a web map, and
subsequently making a web app:
In this exercise, you will gather the data for your web layer by crowdsourcing it from other
students.
Part I - Guided
The exercises in Sections 2 through 6 are split into two parts: the Guided part, which provides
step-by-step instructions, and the Do-It-Yourself part, where you can explore further and build
your own geo apps.
After creating the feature layer and the web map, you will create a web app to share the
survey results.
a Browse to survey123.arcgis.com.
b At the top right, click Sign In, and use your course credentials to sign in.
Note: The Section 1, Exercise 1 PDF explains how to determine your ArcGIS Online
credentials (username and password) for this course. If you have trouble signing in, you can
check the Common Questions on the Help tab, search for other students with the same issue
in the forum, or use the Have A Question form at the bottom of the Help tab.
e If you see options for using the web designer or Survey123 Connect, choose the web
designer.
Survey123 Connect is the desktop app that you can also use to create survey forms. You will
use the web designer for this exercise.
g Click Create.
You are directed to the survey builder, which will help you configure your app. On the right
are the question types that you can add to your survey and then edit. On the left is the survey
form preview that will show your changes dynamically.
First, you want to add the ability for users to add their location.
i Click and drag the GeoPoint question type to the left, above the Submit button.
j Click the new question, named Untitled Question 1, to show the Edit tab on the left.
n Click the Likert question type and drag it into your form, below the set location question.
A Likert scale is a popular method in surveys and questionnaires for getting opinions along a
preset range, typically a rating of how much the taker agrees or disagrees with a statement.
You should enable the Required option for any question you consider to be the most
important information that you need to collect.
q Next, add a Dropdown question type to your form, below the previous question.
s Add another Likert question type to your form, below the previous question.
• Label: How likely would you be to use a web or mobile app to give feedback to
your community government?
• Choices: Very likely, Somewhat likely, Neutral, Somewhat unlikely, Very unlikely
v When you are finished previewing, at the top right, click the Close Preview button.
w If you caught any errors during the preview, fix them now.
Your survey uses a fairly simple data model with just a few questions. When you create your
own crowdsourcing apps, you can add as many fields as you want, which depend on the kind
of data you need to collect. You can also make dependent questions that follow rules you set
to only appear based on the answer to another question. Remember what you are going to
do with that data, though, when creating your data model. Will you want to filter it? Analyze
it? Symbolize it based on a field? Show the results in a geo app? Display high-level results in a
dashboard for executive briefings? These factors, along with your survey takers' experience,
are important considerations when collecting data.
a When you are done editing and previewing the form, click Publish.
You can now set the sharing options for your survey.
Currently, no one except you can currently submit data to the survey. Normally, you would
share the survey to a group, your organization, or Everyone (the general public) to begin
collecting data. However, only you need to be able to take this survey, as a test. When you
create a web map and geo app later in this exercise, you will use the class survey because it
will have more data to view.
d Below the sharing options, note the buttons to copy the shortened URL or QR code for
sharing the survey.
Note: Your results will be different from the graphic, as each survey receives a unique URL.
e Click the third button to the right of the URL to open the survey in a new tab.
Here, you can see the current results of your survey. There is a chart for each question, with a
table below to show answer counts and percentages. The Data tab also presents survey
results in a more visual manner. Your survey only has one result, so the graphs do not have
much data to show.
a At the top left, next to Survey123 for ArcGIS, click the down arrow.
Note: When copying and pasting URLs from the exercise PDF, be sure to copy all of the
characters. If you receive a message that the URL is invalid, check to ensure that you have the
whole URL, with no added spaces.
This is the REST endpoint (URL) of the data from the class survey that you viewed earlier. A
web app can use a REST URL to access the data for analysis or display. If you were to paste
that URL into a web browser, you would see a Services Directory page with details describing
the data. The Services Directory works using REST, which is one common way for web
developers to share and access data using web services.
Note: Verify that there are no spaces in the URL after copying and pasting.
h Pause your pointer over the survey data layer, and then click Cluster Points to turn on
clustering.
Now you can save the map in order to use it in a web app.
Sharing a web app means you must share the underlying web map, and sharing a web map
means sharing the layers in the map. By default, your feature services and web maps are
private. When you update the sharing settings of a web map, or create an app that is based
on the sharing settings of the map, you should update the sharing settings of the map layers.
If you set the sharing of a map to a setting that the map layers do not have, you will be asked
if you would like the sharing settings for the layers to automatically be updated.
Currently, the Embed In Website button is enabled. This function allows you to take the code
for the map and embed it in your own external website. If the map were not shared with the
public, the button would not be enabled. For this exercise, you will create a web app with the
map instead.
f Verify that the box to share the app in the same way as the map is checked.
g Click Done.
The dashboard web app is displayed and ready for you to add elements. Elements are tools
like charts, gauges, and more. The best element to add first is the Map element because map
layers can serve as data sources for other elements. The map has probably already been
added automatically, but if not, you should add it first. You can then configure the app to
show additional elements.
By constructing both a collection app (the survey) and a display app (the dashboard) from the
same feature layer, you ensure that any new data from the collection app is added to the
display app in real time. Use this workflow if the collected data does not need to be vetted
before it is made public, and you want to see the changes live, as they occur.
d For the data layer, click the first How Smart is Your Community layer (not the metadata
layer).
The options to configure the element appear on the left, and the preview is on the right.
e To configure the Indicator element, on the left, click the Indicator tab.
g Click through the different tabs, and feel free to make any additional changes.
j Next, click the Add button again, and click Serial Chart.
l On the configuration page, from the Data tab, click the Category Field drop-down list,
and then click the "Would you describe your community…?" choice.
The preview updates with the results of the survey question that asks about smart
communities.
p Change the Bar Colors to By Category to show each bar in a different color.
s Click through the other tabs and make any other changes you like.
t Click Done.
Now you have more than one element, and can see how your dashboard will start to come
together.
a Pause your pointer over the top left of the Serial Chart element until you see four icons.
The first button, Drag Item, is used for moving elements around in the dashboard. The
second button allows you to go back to the configuration page to make more changes.
b Click the Drag Item button, and drag your pointer to the right, over the Indicator element.
When you drag the Serial Chart element, you see small squares on the Indicator element.
These are used for docking the element. If you use left or right docking, the element will be
added to a new column on the left or right. If you use top or bottom docking, it will be
docked as a row above or below.
c Drag the Serial Chart element to the top docking icon to move the chart into the same
column as the other element.
d Grab and drag the bars that separate the elements to expand the Map element and to
shrink the Indicator element.
Your dashboard should look similar to this graphic.
Note: Your map and survey results will have higher totals than three surveys completed.
You can click any point to see the survey data for that record. You can also configure the map
to filter the results so that when you zoom in to a subset of the points, the bar graph is
automatically filtered to only show the results in the map extent. This way, you can see how
people from different parts of the world perceive how tech-savvy their communities are.
Because you do not want to have to click a point to see survey information, there is one more
element that would be good to add: the Details element.
g On the configuration page, click the Data tab, and click Sort.
j Change any other settings you would like, and then click Done.
k Pause your pointer over the top left of the new element, click the Drag Item button, and
move the element into the same column as the other two elements.
l Rearrange the elements' sizes again until you are satisfied, and add more elements, if you
want.
Now your dashboard looks a little more complete, and will be a good, informative way to
display results from your survey.
a Save the dashboard again, and explore the buttons to the top right.
You can set other general options, or get a shortened URL for sharing.
Note: The link that you see will be different from the graphic.
To share your dashboard with others, you would send this URL.
There is no publish or launch function because the dashboard is configured live and shared
with whomever you shared it with when you created it.
b At the top left, click the Home down arrow, and choose Content.
This brings you to your ArcGIS Online Content page. You can see the dashboard at the top of
your contents.
Congratulations! You have made a dashboard that displays and analyzes dynamic survey data.
In the next part of the exercise, keep going: apply what you have learned and do it yourself!
Part II - Do It Yourself
The Do-It-Yourself part contains additional optional goals for you to apply what you learned in
the Guided part of the exercise and build your own geo apps with less guidance. Feel free to
explore and experiment! Resources and samples to help you are listed in the Learning
Resources section at the end.
We do ask you that you read through this section even if you choose not to complete a DIY
project so that you will find and learn from your fellow students' work.
Course instructors will recognize especially creative or high-quality student work, whether a
geo app or anything else that shows you've learned a lot in this class, at the end of the course.
So, be sure to share it with us in the forum. Only properly tagged posts will be eligible for
recognition. See above for the hashtag to use in your post for this section.
The Esri recognition for the best student work at the end of the course will be based on the
quality of the app or other work, as well as the quality reflected in the comments in the forum
post.
Learning Resources
We hope that with the app-building skills you have developed here, you can collect and share
information with your communities to make them smarter!
Here are some more resources to continue learning:
Field mobility apps, including Survey123, Operations Dashboard, and more (https://bit.ly/
2L1oNzk)
Survey123 page on GitHub (https://bit.ly/2vRi463)
Collector for ArcGIS (https://bit.ly/21FqlAi)
More Esri training:
Training seminar: Survey123 for ArcGIS: Collect Data in the Field with Smart Forms (https://
bit.ly/2BlDAoS)
Webinar: Working With the New Operations Dashboard for ArcGIS (https://bit.ly/2wf1r3E)
Instructor-led course: Field Data Collection and Management using ArcGIS (https://bit.ly/
2EJfmFB)