You can add data to your workbook page from various data sources.
You can add data from the following sources:
- Available hosted or registered feature layers from your content, groups, or organization
- Feature layers from Living Atlas of the World
- Excel files (.xlsx)
- Comma-separated value files (.csv)
- Connections to SQL Server, SAP HANA, Teradata, and Oracle databases
Add data to your workbook page
To add data to your workbook page, complete the following steps.
- Access the Add to Page window by doing one of the following:
- Click New workbook from the Workbooks page
- From an open workbook, click + Add Data
- In the Add to Page window, click one of the following:
Add feature layers you created in Portal for ArcGIS.
Add feature layers that were shared with portal groups to which you belong.
Add feature layers that have been shared with you in your portal.
Add feature layers from curated global content from ArcGIS Online that are available in your portal.
Add standard boundary feature layers that have been configured for your portal.
Add Excel (.xlsx) or CSV (.csv) files.
Add tables from a database connection that you created or from a connection that was shared with you.
- Click to choose data from the middle pane.
Your selections are displayed in Selected Data. A counter at the upper right next to Selected Data keeps a running total of the number of datasets you selected.
- Click Add.
What you see on your page depends on where your data is from, and whether it contains a location field. See the table below:
|Data source||Location field||Result|
Portal for ArcGIS (Content, Organization, Groups, Living Atlas, or Boundaries)
A map card
Excel or CSV
No cards are created when you add Excel or CSV files. You can create charts and tables with Excel and CSV files. You need to enable location in your dataset to create a map.
A database connection
No cards are created when you add datasets from a database connection. You can create charts and tables with database datasets that do not have a location field. You need to enable location in your dataset to create a map.
A database connection
No cards are created when you add datasets from a database connection. You can create maps, charts, and tables with database datasets that have a location field.
You can now optionally do the following with your workbook and data:
Add data from your portal
Feature layers in your portal are categorized to make them easier for you to find. Depending on who created the layers, and how they are shared, you can find data in Content, Groups, Organization, Living Atlas, and Boundaries.
You can use the search bar or sort your content to make datasets easier to find. You can display information, such as the dataset's owner, the date modified, and a description of the dataset using View details.
When you have selected a dataset, the layers will load in the Selected Data pane. You can uncheck any layers that are not required before adding the data to your workbook.
Add data from Excel or CSV
When you click Excel or CSV, a file drop zone and the Browse my computer button are displayed in the middle pane of the Add to Page window. You can drag an Excel or CSV file to the window or browse to your files using the Browse my computer button. Multiple Excel or CSV files can be added at one time using Shift+click or Ctrl+click.
The number of tables displayed in the Selected Data pane will depend on the number of sheets and tables in your Excel file.
Add data from a database
When you click Database, the New Connection button appears in the middle pane. Below the button, one or more database connections will be listed if database connections have been created by you or shared with you.
If you have database connections available, you can use the search bar or sort your content to make the right connection easier to find. You can display information, such as the database's owner, the date modified, and a description of the database using View details.
When you have selected a database, the tables will load in the middle pane where you can select the ones you want to add to your workbook. Spatial tables will load with the location field symbol . You can uncheck any layers that are not required before adding the data to your workbook.
The following resources may be helpful for adding data in Insights: