Data Aggregation (Beta) widget

The Data Aggregation widget allows you to create geographic features from address or coordinate information stored in comma-separated values (CSV) files as well as define how field information should be correlated between the CSV file and the target layer.

The Data Aggregation widget aggregates information into feature services. The widget supports geocoding locations in the CSV file from addresses or coordinate information.

Configure the Data Aggregation widget

This widget can be set to open automatically when an app starts. To enable this feature, click the Open this widget automatically when the app starts button Open this widget automatically when the app starts on the widget, which turns it dark green.

  1. Hover over the widget and click the Configure this widget button Configure this widget to open the configuration properties dialog box.
  2. Optionally change the name of the widget. The default name is Data Aggregation (Beta).
  3. Optionally click the Change widget icon button and replace it with your own image.

    A file explorer window opens, allowing you to choose a local image file to use as the widget icon.

  4. Under Target Layer, specify the layer that data will be aggregated into.

    Only editable feature layers in the web map are presented as options.

  5. Click the Edit button Edit next to the target layer to define the fields from this layer that users will be able to map data into.

    On the Configure Layer Fields dialog box, do the following:

    1. Check the Display check box to expose any field for updates.
    2. Update the alias that will be used for display.
    3. Under Actions, use the arrows to reposition the field in the list.

      The first checked field in the list will be used to identify items in the CSV file in the Locations not Found, Duplicate Locations, and Locations Found lists before submitting.

    4. Under Actions, click the Edit button Edit to choose field names to recognize.

      These names will be recognized in the uploaded CSV file, and the field will be automatically mapped for the user.

    5. Check the Find Duplicate check box to use that field for identifying existing features in the target service that are potentially the same as those in the uploaded CSV file.

      Only fields that are marked for Display can be marked as Find Duplicate.

  6. You can optionally change and customize the display symbol and its properties by clicking the arrow under Display Symbol.
  7. In the Location Settings section of the widget configuration, specify which options will be available for locating items in the uploaded CSV file.

    By default, the widget uses the geocoding service from your organization or portal. All the existing search sources are listed on the table. You can add new search sources or modify the existing ones.

    License:

    The ArcGIS Online Geocode service requires an ArcGIS Online for organizations subscription. If you choose to use this service, specify a valid user name and password for ArcGIS Online. Each successful request to the service incurs service credits from your subscription.

    If you have an ArcGIS Enterprise address locator service, you can add the URL for this service by following the instructions below:

    1. Click Add Search Source and provide a valid URL for the geocoding service you want to use.
    2. Click Validate to load the service, choose the service, and click OK.

      The geocoder URL is automatically added in the Geocoder URL text box. You can change the geocoder name in the text box.

    3. Repeat these steps to add more geocoder search sources.

      The geocoders will be processed in the order they are entered into the table.

  8. For each locator service configured, you may do the following:
    • Optionally type the country code to limit the search area if applicable.

      See Geocode coverage for a country code list.

    • Optionally enter a Minimum Candidate Score value for locating items in the CSV file.

      If left blank, a minimum score of 90 will be used. Items with a score less than 90 or the default entered will require the user to manually place or correct the entered address information before submitting to the target layer.

  9. For each geocoder specified, choose whether single-line or multiline geocoding should be enabled for the user.
    1. Click the Edit button next to Single-field Options to configure the SingleLine input.
      1. For Alias, provide an alias for the input field to be used for display.
      2. Under Actions, click the Edit button to configure Field Names to Recognize.

        These names will be recognized in the uploaded CSV file, and the field will be automatically mapped for the user.

    2. Click the Edit button next to Multi-field Options to configure and enable multiple fields containing the address information to be used. For each field option, do the following:
      1. Enable or disable the Display check box.

        When enabled, this field will be presented as an option to the user.

      2. For Alias, provide an alias for the input field to be used for display.
      3. Under Actions, click the Edit button to configure Field Names to Recognize.

        These names will be recognized in the uploaded CSV file and the field will be automatically mapped for the user.

      4. Under Actions, use the arrows to reposition the field in the list.
  10. To enable users to locate items in the CSV file using coordinate pairs, enable the X/Y Fields options. Click the Edit button to configure the input fields:
    Note:

    Coordinate information in WGS 84 and Web Mercator formats is supported.

    1. Update the alias that will be used for display in the Alias field.
    2. Under Actions, click the Edit button to configure Field Names to Recognize.

      These names will be recognized in the uploaded CSV file, and the field will be automatically mapped for the user.

    3. Under Actions, use the arrows to reposition the field in the list.

Use the Data Aggregation widget

  1. Click the Data Aggregation widget button to open it.
  2. Upload a CSV file to the widget by either dragging it onto the map or clicking the Browse to File button.

    The main panel appears.

  3. Click Next to enter the Location Information workflow.

    Depending on the widget configuration, optionally locate items in the CSV file using address or coordinates inputs.

    Locate using an address:

    1. Choose whether the address data is stored in a single field or multiple fields.
    2. Update the fields to indicate which fields from the CSV file contain the information.

      By default, any fields matching the field names to recognize will be populated.

    3. Click Next to store the information and return to the main panel.

    Locate using coordinates:

    1. Update the fields to indicate which fields from the CSV file contain the information.

      By default, any fields matching the field names to recognize will be populated by default.

    2. Click Next to store the information and return to the main panel.

  4. Click Next to enter Field Information setup.

    A panel appears with all the fields that can be populated in the target layer. By default, any fields matching the field names to recognize will be populated. Define the field mapping with the appropriate field from the CSV file for the target layer field.

  5. Click Next to return to the main panel.
  6. Click Add to Map.

    Items in the CSV file are geocoded and placed on the map. A list of the results appears:

    • Locations not Found—Represents all items in the CSV file that have a location match score less than the default set in the configuration.
    • Duplicate Locations—Represents all items in the CSV file that are potentially duplicates of items already in the target layer. This is determined by comparing existing values in the target layer with values in the CSV file based on the fields marked in the configuration.
    • Locations Found—Represents all items in the CSV file that have a location match score higher than the default set in the configuration.

  7. Review the Locations not Found results by clicking the arrow in the row.

    A list of the items appears.

    1. Click the arrow next to an item in the list to review its details.

      The map pans to the geocoded location and the mapped information appears in the panel.

    2. Click the Edit button Edit to move the item to the correct location and optionally change information in the fields.
    3. Click the Save button Save to save changes to the temporary layer before submitting.

      The item is moved to the Locations Found list.

      Note:

      Items left in the Locations not Found list are not submitted to the target layer.

  8. Review the Duplicate Locations results by clicking the arrow in the row.

    A list of the items appears.

    1. Click the arrow next to an item in the list to review its details.

      The map pans to the duplicate locations and the mapped information appears in the panel.

    2. Review the target layer and CSV information to determine if the duplicate is valid.

      Choose one of the following options from the Record drop-down list.

      • Remove—The item is a duplicate and no changes will be submitted into the target layer.
      • Modify—The item is a duplicate and changes are needed to either the location or the field values.
      • Save—The item is not a duplicate and the item should be treated as a new record for the target layer.

        When you choose Save, the item is located and added to either the Locations Found or Locations not Found list.

      Note:

      If no action has been chosen for a duplicate item, it is not submitted to the target layer.

  9. Review the Locations Found results by clicking the arrow in the row.

    A list of the items appears.

    1. Click the arrow next to an item in the list to review its details.

      The map pans to the geocoded location and the mapped information appears in the panel.

    2. Click the Edit button Edit to update the location or change information in the fields.
    3. Click the Save button Save to save changes to the temporary layer before submitting.

  10. Click Submit to submit all items with a valid location and duplicates that have been reviewed to the target layer.
  11. Click Download to download CSV files for submitted items, items without a valid location, and duplicate items.