ArcGIS Business Analyst

Build infographic and report templates in ArcGIS Business Analyst Pro

The Business Analyst extension in ArcGIS Pro 3.2 has exciting new features and enhancements. A major addition is the ability to build infographic and report templates. This new editing experience is available when you’re using a local data source and represents a major step forward in migrating work from ArcMap to ArcGIS Business Analyst Pro.

In ArcGIS Pro 3.1, you can  import custom infographic and report templates from Business Analyst Web App. Now, you can create custom templates entirely in ArcGIS Pro with a local dataset. When building and running templates in ArcGIS Pro, you can do the following:

You can access the editor from the Business Analysis gallery.

Infographic Editor on the Business Analysis menu

The editor opens in a new ArcGIS Pro view, similar to views for a map, model, Python notebook, or layout. You can float the view to full-screen for the best experience.

Once you’ve opened the infographic editor, you can choose from the following options to build infographic templates:

Editing an infographic template in using the float option.

The following is an example of a standard infographic in the editing process. The editing options from Business Analyst Web App are now available in ArcGIS Pro, such as adding and modifying a chart, map, table, or image, and more.

Editing an infographic template.

Aside from interactive infographic templates, you can also build and edit custom classic report templates. As an information product, infographic templates are a modern path forward: with interactivity, design capabilities, accessibility standards, and an improved editing experience but still build, maintain, and run classic summary reports. As such, you can now build and edit them in ArcGIS Pro.

To open the report editor, click the Build Templates drop-down menu and click Classic Reports.

Editing a classic report template.

Finally, you can use ArcGIS Pro to edit a custom classic report that was created in ArcMap.

We’ve created a sample Python tool that selects custom reports created in ArcMap and configures their settings to work in ArcGIS Pro. You can download the TemplateCoverter tool from Esri Knowledge Base and get started.

About the author

Kyle is a Principal Product Engineer with Esri - focusing on geospatial technologies and applied demographics. He is part of a global team responsible for building next generation ArcGIS Business Analyst applications.

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