Preferences

The Preferences dialog box allows you to personalize settings in the application. You can create settings in General, Select Location, Explore Community, Logo, Reports, and Favorites.

To access Preferences, click the Preferences link on the right corner.

The Preferences dialog box appears.

General

The General tab allows you to set the default tab that appears when the application opens, indicate the appearance of dialog boxes and select the population for web maps.

Tabs

You can set the default that appears when you open the application. For example, if you select the radio button next to Get Reports, the next time you open Business Analyst Online, it will open on the Get Reports tab.

Dialogs

The dialog check boxes allow you to change the default setting for the appearances of these introductory dialog boxes. These check boxes are checked by default.

  • The Show Guided Help check box allows you to choose if the introductory pages appear when you click the Select Location, Get Reports, and Research Market tabs.
  • The Show Smart Map Search Help check box allows you to choose if the introductory page appears when you click Smart Map Search.
  • The Show Export Block Groups Limit check box allows you to choose if the dialog box appears in Create Color-Coded Maps and Smart Map Search indicating that there are more than 100 block groups. The limit for exporting to Excel is 100 block groups.
  • The Show ArcGIS Operational Layer Alert check box allows you to choose if the alert appears after you've loaded the map from More Maps.

Web Maps

This section allows you to set the defaults for accessing Web Maps and My Web Maps.

  • Web Maps provides access to web maps from ArcGIS Online (www.arcgis.com). The name, Web Maps, can be changed but the default url can't be changed. Web Maps can be turned off by unchecking the check box.
  • My Web Maps provides access to web maps from a Portal for ArcGIS. A valid Portal for ArcGIS must be defined in order to access private web maps. The name, My Web Maps, is the default and can be changed. My Web Maps can be turned off by unchecking the check box.

Add a web map

Steps:
  1. In the Web Maps section, click Add.
    Add web map

    A new check box, web map name (the default name is My Web Maps) and url text box appear.

  2. Type the url you want to use in the Specify URL text box and click Apply.
    Add url
  3. Click OK to close the Preferences dialog box.

Edit a web map

Steps:
  1. In the Web Maps section, click Edit.
    Edit web map.
  2. You can edit the web map name or the url.
    Edit My Web Maps
    NoteNote:

    The name, Web Maps, can be changed but the default url can't be changed.

  3. Click Apply.
  4. Click OK to close the Preferences dialog box.

Delete My Web Maps

Steps:
  1. In the My Web Maps section, click Delete.
    Delete web map.
  2. A confirmation dialog box appears. Click OK to delete.
  3. Click OK to close the Preferences dialog box.

Select Location

The Select Location tab allows you to set the default values and colors for Find Location, Draw Polygon, Select Geographies, and Import File. You can also set your default map location to appear when you log in to Community Analyst. You can change color settings for all future sites by setting the default here.

Setting your default study location

You can set a default study location so that the next time you log in to Community Analyst, your map will automatically default to the area specified in Preferences.

Steps:
  1. Select the Country. The default is USA.
    Country
  2. Select the Default Unit. The default is Miles.
    Default unit
  3. Enter the address of the default study location in the Enter Address text box.
    Enter Address
  4. Click Go.

    The location appears in the Location Preview.

  5. Click OK.

Changing the default location

Once you have selected a default study location, you can change the location.

Steps:
  1. Click Change Default location.

    The address in the Enter Address text box is highlighted, allowing you to enter a new address.

  2. Click Go.

    To return the site format and study location to the default, click Restore Defaults.

Setting your default site format

You can set your default site format for Find Location, Draw Polygon, Select Geographies, and Import File. The settings include default values for rings, donuts, and drive times along with colors for fill and border for all site types.

Setting the Find Location values

Steps:
  1. Click the Rings radio button.
  2. Enter your preferred value in the Value 1 text box.
    Use to set ring values
  3. To enter values for drive times or donuts, click the corresponding radio button and repeat step 2.
  4. To change the colors for fill, click the color thumbnail and a color selection palette appears. Continue until you have changed all the thumbnails you want to change.
    Use to change fill color and transparency.
  5. To change the transparency, use the Transparency slider.

    Slide it to the left to decrease the transparency percentage or to the right to increase the transparency percentage.

    Click the No Fill check box for no fill in the donut or drive time sites.

    To set the Find Location colors: To make fill and transparency changes for rings, donuts, and drive times, you must click the radio button for the type and make the fill and/or transparency changes as described.

    To set the Import File colors: Color changes for polygonal shapefiles are made using the Import File tab. Because Excel files are imported as point files that have rings, drive times, and donuts applied, color changes for Excel files are made on the Find Location tab under the Select Location section of Preferences.

  6. To change the colors for the border, click the color thumbnail and a color selection palette appears. Continue until you have changed all the thumbnails you want to change.
    Use to change border color, transparency and thickness.
  7. To change the border transparency and thickness, use the appropriate slider.

    Slide the line to the left to decrease the percentage or to the right to increase the percentage.

    Click the No Border check box for no borders for rings, donuts, or drive times.

    To set the Find Location border: Border, transparency, and thickness changes for rings, donuts, and drive times, click the radio button for the type and make the border, transparency, and/or thickness changes as described.

    Using the Import File tab: Border, transparency, and thickness changes for polygonal shapefiles are made using the Import File tab. Because Excel files are imported as point files that have rings, drive times, and donuts applied, color changes for Excel files are created in the Find Location section of Preferences. Because Excel files are imported as point files that have rings, drive times, and donuts applied, border, transparency, and thickness changes are made in the Find Location section of Preferences.

  8. Click OK.

Explore Community

The Explore Community tab allows you to select the defaults for color, transparency, method, classes, and border thickness.

Default Color

The Default Color drop-down menu allows you to select from a palette of colors for viewing the results from the variable in your map. You can choose from Yellow to red, Red to blue, Yellow to green, Blue monochrome, Red monochrome, Gray monochrome, Red to gray, Red to purple, Green to blue, Brown to green, and Orange to purple. Yellow to red is the default.

NoteNote:

Color-coded map colors are derived from Cynthia A. Brewer, 2010.

Steps:
  1. To change the default color, click the Color drop-down menu and the color choices appear.
    Use the color ramp to change the default color.
  2. Click the color ramp you want to view in your map.
  3. Click OK.

Default Transparency

The Default Transparency slider allows you to change the transparency percentage of the map view. The default is 30 percent.

Use the slider to change the default transparency.
Steps:
  1. To change the default transparency, place the pointer over the transparency line and slide it to the left to decrease the transparency percentage or to the right to increase the transparency percentage.
  2. Click OK.

Default Method

Method allows you to define your classes. You can choose from Quantile, Equal Interval, and Manual. Manual is the default.

Quantile is useful for data that is evenly distributed and for which you want to emphasize the difference in relative position between geographies. Using the Quantile method, you have the same number of geographies in each range or class. For example, using the Quantile method to display Per Capita Income would result in an equal number of geographies in each class or value range.

Equal Interval creates ranges (or classes) with equal spacing on number lines between the highest and lowest values of the variable. Equal Interval is useful when you want to emphasize the difference in values among geographies on the map. For example, using Equal Interval to display Per Capita Income results in few geographies having the color of the lower value range because Per Capita Income is skewed toward the lower value range.

Manual allows you to define your classes, edit ranges, and filter your map.

Steps:
  1. To change the default method, click the drop-down menu and click your choice.
    Use the drop-down menu to change the default method.
  2. Click OK.

Default Classes

Classes allow you to select the number of classes. You can choose from 2, 3, 4, and 5. The default is 5.

Steps:
  1. Click the Classes drop-down menu and click your choice.
    Use the drop-down to change the default classes.
  2. Click OK.

Default Border Thickness

Border thickness allows you to select the outline thickness of the selected geography. For example, if you've chosen Block Groups for your geography, the lines outlining your Block Groups will be the thickness selected in Border thickness. In the drop-down menu, you can choose from 1, 2, 3, and 4. The default is 1.

Steps:
  1. Click the Default Border Thickness drop-down menu and click your choice.
    Use the drop-down menu to change the default border thickness.
  2. Click OK.

Default Border Color

Border color allows you to select the color outline of the selected geography. For example, if you've chosen Block Groups for your geography, then the lines outlining your block groups are the color selected in Border thickness. The default is black.

Steps:
  1. Click the Border color square and a drop-down menu appears for you to double-click the color of your choice.
    Use the border color square to select the border color.
  2. Click OK.

Logo

The Logo tab allows you to upload your company logo. Logos in .gif and .png file formats can be uploaded with a limit of 200 KB. The recommended size of the logo image is 450 x 280 pixels or less.

NoteNote:

This feature is only available to Standard and Standard Plus subscribers.

Uploading a logo

You can upload your company's logo or a custom image to add to your reports.

NoteNote:

For best results, limit image size to 450 x 280 pixels.

Steps:
  1. Click Browse and navigate to the location of the file that you want to import.
  2. Select the image file and click Open on the Select file to upload dialog box.
  3. The file name appears in the Image file text box.
  4. Click Upload.

    If the logo is larger than the recommended size, the Import Confirmation dialog box appears allowing you to use the original or shrink the logo to fit.

    • Use original uploads the image which might distort in the header for reports.
    • Shrink to fit will change the logo to the recommended size for proper fit in the header for reports.

    The file name appears in the table and the logo is previewed in the Logo Preview screen.

  5. Click OK.

Click the radio button next to the logo you want to use in your reports.

Select the logo for reports.

Deleting a logo

Steps:
  1. Click Delete in the row of the logo that you want to delete.

    The Confirm Delete dialog box appears.

  2. Click OK to delete the logo or Cancel if you don't want to delete the logo.

Reports

The Reports tab allows you to select the default for your report format, e-mail options, report subtitle, and dialog boxes.

Report Format

Report Format allows you to select the default for your reports. You can choose PDF or Excel. PDF is the default.

Steps:
  1. To select the report format default, click the radio button to select PDF or Excel.
  2. Click OK.

Email Options

Email Options allows you to enter e-mail addresses to receive reports via e-mail by default. You can uncheck the check box for the addresses for which you do not want to send reports. This e-mail address can be edited.

Editing email addresses that receive reports via email

The e-mail address associated with To: is the email address input in the Esri Global Account system.

Steps:
  1. Click Edit.

    After logging in, the update your Esri Global Account page appears.

    Edit your e-mail address and click Update my account.

  2. Edit your email address and click Update my account.

    The account updated page appears and should be closed.

    Return to Business Analyst Online to continue.

    Use the CC: text box to enter additional e-mail addresses to receive reports.

    NoteNote:

    The e-mail addresses must be separated by a semicolon only. Do not insert a space.

    Uncheck the check box to stop sending reports via e-mail to the e-mail address selected.

  3. Click OK.
    Indicate email addresses for reports.

Report Subtitle

Reports can be given a subtitle.

Steps:
  1. To create a subtitle for reports, enter the subtitle in the Subtitle text box.
  2. Click OK.
    Indicate a subtitle for each report.

Dialog Boxes

The dialog boxes notify you with a confirmation and indicate that an order is ready. These are checked on by default.

Show Order Confirmation Dialog Box

Steps:
  1. Check the Show Order Confirmation Dialog check box to receive a confirmation of your order.

    The check box is checked by default. Uncheck to stop the notifications.

  2. Click OK.

Show Order Ready Dialog Box

Steps:
  1. Check the Show Order Ready Dialog check box to receive notification that your order is ready.

    The check box is checked by default. Uncheck to stop the notifications.

  2. Click OK.

Show Map Report Ready Dialog Box

Steps:
  1. Check the Show Map Report Ready Dialog check box to indicate when the custom map is ready.

    The check box is checked by default. Uncheck to stop the notifications.

  2. Click OK.

Favorites

The Favorites tab allows you to select your favorite reports and the order for all-in-one PDFs. You can also select the format of the reports. Your favorite reports are indicated, in Run Standard Reports, with a green star.

Add Favorite Reports

You can set preferences for favorite reports, including the format of the favorites, along with the order in which the reports appear in the all-in-one report.

Steps:
  1. Click Add More Favorite Reports.
    Add More Favorite reports.

    The Add More Favorite Reports dialog box appears with the available reports.

  2. Click the star to the left of the report name to add the report.

    When selected, the star will turn green. Green star indicating report is added

  3. Select the format of the report in the PDF drop-down menu.
    • You can choose from PDF, Excel, or Both. PDF is the default.
  4. Once you have selected all the reports that you want to add to your Favorites, click OK.

    You can have up to 20 reports in the Favorites Report list.

Change report order for the all-in-one report

You can change the order of the reports by using the arrows to move the report up or down in the list.

You can also use the bar to move the report via dragging and dropping.

Change report order.

To delete a report from the Favorites list, click the x in the red box to the right of the layer name under Delete. The report will be deleted.

Click OK to complete the process and save your Favorites.


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