How to build a summary report with aggregations of feature data

How to build a summary report with aggregations of feature data [Geocortex Tech Tip]

Patrick Fingler
Patrick Fingler
Technical Marketing Specialist
May 17, 2019

How to build a summary report with aggregations of feature data [Geocortex Tech Tip]

If you’ve ever been in a situation where you’ve found yourself wanting to generate a summary of various forms of feature data together, then you probably understand that there are some limitations on what you can do using the out-of-the-box functionality within Esri’s Web AppBuilder for ArcGIS®.

Fortunately, by adding the power of the Geocortex Reporting widget to your ArcGIS application, you can simplify this process, and produce a great looking and intuitive report that includes aggregations of all the feature data you’d like to summarize.

Today, we’ll show you precisely how that can be doing using Geocortex Reporting.

Watch on YouTube

Video Transcript

“Hi everyone, my name is Patrick Fingler. I work on our technical marketing team and in this video, I’m going to show you how you can generate a summary report with aggregations of feature data.

Let’s take a look!

Okay, so in this video I’m going to show you how to generate a summary report with aggregations of feature data using Geocortex Reporting.

Here I am in Web AppBuilder for ArcGIS®, and currently right now I’m viewing a web map that has some census tracts, and these census tracts can have a ton of demographic data. In this example, I might want to generate a report that has individual data for each census tract, but also provides a summary on the total demographics for all of the census tracts that I’ve selected.

I’ve built a pretty basic report that can be used to generate a report on each individual census tract. If I was to add this report to Web AppBuilder – you can see I’ve added a Geocortex Reporting widget to Web AppBuilder – I would then add a report,  and I could optionally choose the layer that I want to connect this to, but I’m pretty happy with that.

Now, if I was just to use Web AppBuilder’s out-of-the-box selection tools – lets select a couple census tracts here – I’ve selected four of them – and if I was to run a report (I’ll just wait for that to run), it will essentially return with a report that has demographic data for each census tract that I’ve selected.

I might want to extend this report further to show a summary of all of the demographic information that I have selected.

Here we can see these are the four census tracts that I’ve selected. I can see that we’ve got the area for this census tract: total population, number of females, number of males, number of homes or houses within this specific census tract, but I might want to generate a summary of this information.

So how do I do that in Geocortex Reporting?

First thing that I’m going to do is create a group header. You can create a group footer as well – either option works, it really depends if you want this information on the top or bottom.

Here I’m going to create a group header, and then I’m going to start pulling in the census tract information and attributes that I want to display. I might want the area, the total population, total female, total male, and total house. I’ll just drag that here.

I’m going to first use this as my heading, so I’ll change these values, so they aren’t actually referencing any data. I’m going to copy that, paste it again and there we’ve got our heading row and our summary.

I’ll create a line here, just to split this up, and it’s starting to look pretty good!

Now lets just change these values, and give this a heading – so change it from area, the value from the expression, the population, total females, total males, and total houses.

I can additionally stylize these, so I might want to select the whole table here and apply some stylization, like a darker background, or bold this. Again, you can play around with your styling as you want.

Here is really where I’m interested in though. This is the bottom table, and this is going to provide a summary of all of the demographic information that we have selected.

In order to accomplish that, first I’m going to make it so that we have some borders around our table. You can see we’ve got an expression here and this is returning the area. If you actually open this Expression Editor up and navigate to the “Functions” tab, you can see that there’s a number of functions available. I’m after the “Sum()” function. This accepts a value and returns the sum of all the expression values in the collection.

I’ll type “Sum” and add some brackets around it (Sum([AREA]) and we’re now going to look at the total area of all the census tracts that we’ve selected.

I’ll just accomplish this for the rest of my items here – I know this is a little bit of a manual process – but it will really save you some time in the long run and produce a really nice report that you can then share with various stakeholders within your organization, or for whatever reason why you might need to summarize your data.

I’m pretty happy with this, and I can probably test this right now from within the designer. If I preview this and pass in maybe two or three ids, this is going to accept the object ids of the census tracts and generate a report based on those three ids. So here we’re getting a total area, a total population, etc. You can see that we’re summing those values, so if you took this value plus this value plus this value, you would get this total area.

Now this doesn’t really look good, so I might want to quickly change this and just round it a little bit. I’m going to use another function. There’s a “round” function in here, and you pass the value around and then the precision.

I might just want to round this, then add a comma, so everything in here is the value, and this is the precision. So I’m going to round it, and I might want to add kilometers squared or something like that.

Instead of previewing it, I’m just going to save this. Now, let’s run it from Web AppBuilder!

I click “done” and run this again without having to refresh Web AppBuilder or anything like that. It should immediately pass these four census tracts to my newly-saved report template, and we’ll see that we now have that group header which is presenting a summary of my data in a nice and concise report.

We can see that the total area now is 10.78 km2, most of that coming from these two larger tracts. We can get a breakdown of the total population, total number of females, total males, and total houses for these four tracts we’ve selected.

I hope that was helpful! Bye for now.”

Want to learn more about Geocortex Reporting? Click the button below for more information, or to schedule a demo.

Discover Geocortex Reporting


Categories:
Archive
Open: 2019
2019
October 18, 2019

Implementing Arcade Expressions in Geocortex Essentials [Geocortex Tech Tip]

October 17, 2019

Customer Spotlight: Geocortex Mobile

October 11, 2019

How to Format Your Reports [Geocortex Tech Tip]

October 4, 2019

Showing an image in a form after a file picker [Geocortex Tech Tip]

October 2, 2019

Richard Wiegmann Joins VertiGIS as President and CEO

September 27, 2019

Understanding the toolbar in Geocortex Web [Geocortex Tech Tip]

September 20, 2019

Refining Results in Geocortex Web [Geocortex Tech Tip]

September 19, 2019

Charting data using Geocortex Reporting: Honing your charting skills

September 13, 2019

Utilizing the flexibility of layout in Geocortex Web [Geocortex Tech Tip]

September 6, 2019

Creating Geocortex Web applications that move seamlessly between 2D and 3D [Geocortex Tech Tip]

August 28, 2019

Geocortex adds support for Arcade scripting and ArcGIS Online smart mapping

August 23, 2019

How to create sections and groups for your reports [Geocortex Tech Tip]

August 16, 2019

Displaying SQL Server Data in Geocortex Workflow [Geocortex Tech Tip]

August 14, 2019

Customer Spotlight: Geocortex Essentials

August 8, 2019

City of Austin: Spreading floodplain awareness with Geocortex

August 1, 2019

Geocortex Essentials 4.12: Improved integration with ArcGIS® Online

July 25, 2019

Introduction to Geocortex Printing: Learn to build stunning print templates

July 17, 2019

Updates to the Geocortex Product Life Cycle

July 8, 2019

Extending Web AppBuilder for ArcGIS® with Geocortex Essentials [Webinar]

July 4, 2019

City of Bellingham: Using Geocortex to take the stress out of water shut-off

June 27, 2019

Geocortex at the 2019 Esri User Conference

June 14, 2019

Customer Spotlight: Geocortex Workflow

May 17, 2019

Important Notice - Outage Issues & New Support Cases

May 17, 2019

How to build a summary report with aggregations of feature data [Geocortex Tech Tip]

May 16, 2019

Technology Q&A: Geocortex Mobile

May 10, 2019

How to create print templates for Web AppBuilder for ArcGIS®[Geocortex Tech Tip]

May 8, 2019

Dive into Geocortex Printing [Webinar]

May 3, 2019

Using Geocortex Workflow and Geocortex Reporting to produce a multi-layer report [Geocortex Tech Tip]

May 1, 2019

Market-Leading GIS Software and Services Companies Join to Form VertiGIS

May 1, 2019

Introducing VertiGIS

April 18, 2019

Integrating Workflows into Geocortex Mobile [Geocortex Tech Tip]

April 17, 2019

Customer Spotlight: Geocortex Reporting

April 12, 2019

Using Geocortex Go to preview app configurations [Geocortex Tech Tip]

April 10, 2019

How to Address Complex Form Navigation Using Geocortex Workflow

April 5, 2019

Building native, offline IOS, Android and Windows apps with Geocortex Mobile Viewer [Geocortex Tech Tip]

April 3, 2019

Streamlining mobile operations with Geocortex Mobile Viewer [Webinar]

March 29, 2019

A better way to run geoprocessing tasks in Web AppBuilder for ArcGIS [Geocortex Tech Tip]

March 28, 2019

Extend the reach and capabilities of your applications with integrations [eBook]

March 22, 2019

Displaying data from SQL Database when you select features [Geocortex Tech Tip]

March 20, 2019

How Geocortex users are enriching the communities they serve

March 15, 2019

How to Configure a Geocortex Essentials layer report with Geocortex Reporting 5 [Geocortex Tech Tip]

March 14, 2019

Region of Waterloo: How GIS & Geocortex technology helped meet local Source Protection Plan requirements

March 6, 2019

Integrating Business Intelligence and Data Sources with Geocortex Essentials [Webinar]

March 1, 2019

How to quickly add attachments to new features when editing [Geocortex Tech Tip]

February 22, 2019

Generating a report with sub reports from external data sources [Geocortex Tech Tip]

February 20, 2019

Geocortex Essentials 4.11: Saving Time & Increasing Efficiency

February 15, 2019

Accessing Samples and Building your First Workflow [Geocortex Tech Tip]

February 12, 2019

Open Beta of Geocortex Printing 5 Has Begun

February 8, 2019

Different Ways of Creating Selections of Features in Geocortex Viewer for HTML 5 [Geocortex Tech Tip]

February 6, 2019

4 Best Practices to Follow When Using Geocortex Workflow 5

February 1, 2019

Creating a Report that Displays a Screenshot of the Map [Geocortex Tech Tip]

January 28, 2019

Diving Into Geocortex Reporting 5 [Geocortex Tech Tip]

January 24, 2019

How Geocortex is Advancing Water Management Solutions

January 16, 2019

Creating Custom User Experiences with Geocortex Workflow 5 [Webinar]

January 11, 2019

Showing the search results using the item picker in Geocortex Workflow 5 [Geocortex Tech Tip]

January 9, 2019

City of Troy: Using GIS and asset management technologies to manage legislative requirements

January 4, 2019

Using scripting to put attachments in reports in Geocortex Reporting 5 [Geocortex Tech Tip]

Open: 2018
2018
December 21, 2018

Integrating Pictometry, Bing and other 3rd party maps within your Geocortex applications

December 19, 2018

Recapping the Texas Geocortex Regional User Group

December 14, 2018

How to use Geocortex Workflow 5 to populate the Attribute Table in Web AppBuilder for ArcGIS [Geocortex Tech Tip]

December 12, 2018

Finding yourself: Using geolocation in mobile and web applications [Webinar]

December 7, 2018

Enabling real-time user-to-user map collaboration within Geocortex Essentials

December 5, 2018

Reflecting on 2018

November 30, 2018

Creating mailing labels with reports with Geocortex Reporting 5 [Geocortex Tech Tip]

November 29, 2018

Alberta Energy Regulator: Supporting safe and responsible energy resource operations

November 26, 2018

Important update for ArcGIS and Transport Layer Security (TLS) Protocol Support!

November 23, 2018

Using fine-grained security to control access to layers, features, attributes and application functionality [Geocortex Tech Tip]

November 21, 2018

Enhancing Web AppBuilder for ArcGIS® with Geocortex Reporting [Webinar]

November 16, 2018

Using Geocortex Workflow 5 to automatically display a form for editing layer attributes [Geocortex Tech Tip]

November 15, 2018

Geocortex Achieves Esri’s “Release Ready Specialty” Designation

November 14, 2018

Celebrating GIS Day with York Regional Police: How GIS Data Has Mitigated Risk & Increased Efficiency in Crime Prevention

November 9, 2018

How to access a SQL database from a workflow using Geocortex Workflow 5 [Geocortex Tech Tip]

November 2, 2018

How to send an email from a workflow using Geocortex Workflow 5 [Geocortex Tech Tip]

October 26, 2018

How to add and configure charts inside reports with Geocortex Reporting 5 [Geocortex Tech Tip]

October 24, 2018

Geocortex Water Webinar Series

October 19, 2018

Integrating Geocortex Essentials with ArcGIS Online and ArcGIS Enterprise portal [Geocortex Tech Tip]

October 17, 2018

Cross-Platform Development with Xamarin [Webinar]

October 12, 2018

City of Fort Collins: Dynamic flood maps for public awareness, and flood insurance rate saving

October 2, 2018

Technology Q&A: Geocortex Workflow 5 “Behind the Firewall”

June 27, 2018

Geocortex Essentials 4.10 is here!

June 12, 2018

Geocortex and the GDPR

June 6, 2018

Geocortex at the 2018 Esri User Conference

May 15, 2018

Technology Q&A: The evolution of Geocortex and Web AppBuilder for ArcGIS

April 25, 2018

How to manage data collected from Geocortex Workflow 5 forms [Geocortex Tech Tip]

April 18, 2018

Delivering accessible mapping applications for everyone [Geocortex Tech Tip]

April 11, 2018

How to search for data in a non-spatial database [Geocortex Tech Tip]

April 5, 2018

Configuring Geocortex Analytics to monitor a new Portal for ArcGIS instance [Geocortex Tech Tip]

March 27, 2018

Getting started with forms in Geocortex Workflow 5 [Geocortex Tech Tip]

March 21, 2018

Using Geocortex Workflow with Web AppBuilder for ArcGIS [Geocortex Tech Tip]

March 15, 2018

Understanding tool usage in your GIS applications [Geocortex Tech Tip]

March 7, 2018

Running Geocortex Essentials workflows from an identify operation [Geocortex Tech Tip]

March 2, 2018

GIS Health Assessment: A new way to think about your system

February 28, 2018

Using the in-app help system in Geocortex Workflow 5 [Geocortex Tech Tip]

February 21, 2018

How to configure a personalized dashboard in Geocortex Analytics [Geocortex Tech Tip]

January 25, 2018

GIS is shifting to SaaS, and it’s a win for everyone


Categories

Popular Tags
Accessibility Active Operating Picture ArcGIS ArcGIS Online customer spotlight Customer Story Data Models Energy Esri Geocortex Geocortex 5-Series Geocortex Analytics Geocortex Essentials geocortex integrations geocortex mobile Geocortex Mobile Viewer geocortex printing Geocortex Printing 5 Geocortex Reporting Geocortex Reporting 5 geocortex tech tip Geocortex Tech Tips geocortex training Geocortex Viewer for HTML5 geocortex web Geocortex Web Viewer Geocortex Workflow Geocortex Workflow 5 GIS GIS Day GIS Health gis integrations Integrations Oil & Gas Pipelines Portal for ArcGIS SaaS Tech Tip Tech Tips Transportation vertigis Water Industry Web AppBuilder Web GIS Xamarin

Contributors