Learn the complete checklist for creating a new dataview
Last updated: June 4, 2020
Description: Learn how to create a dataview on MapGeo Viewer with one specific dataset that is searchable and selectable. Dataviews can be customized to have specific themes or basemaps that are pertinent to the selectable dataset.
Prerequisites
You must have full MapGeo Console access.
Process:
Navigate to the Console on your MapGeo site
Go to the “Datasets” tab
Click “Add New Dataset”
Name your dataview, this will automatically create the slug for the dataview. Please do not change this slug/name after you originally create the dataview.
Name the individual items in the dataview. For example, this could be “Property” in a typical dataview.
Select the icon and color for the dataview.
Configure the Data Sources for the dataview.
Select the table from MapGeo Studio to be the primary datasource.
Configure the necessary attributes for the table.
If data and geometry need to be linked, check the “Multiple Tables with an Intersection” box and add Geometry and Intersection tables.
Configure any Secondary Data Sources being used in the dataview. Make sure any fields used for symbology or in the Preview Panel are mapped in the Secondary Data Sources
Go to Map tab:
In the General tab, configure the map extent.
Add layers that will be used in the dataview.
Use layers to create themes and basemaps.
Publish themes and basemaps that will display on site.
Go back to the Setup tab:
In Layouts: Configure the Preview Panel for the dataview by pulling attributes from the Primary Data Source and any Secondary Data Sources you would like to.
In Search: Configure the fields that should be searched on.
Configure the Card Fields.
In Optouts: Add records that will be suppressed from the public view of the dataview.
In Downloads: Configure your Mailing Labels and Abutters downloads.
In Resource Links: Add any links you would like to appear in the Preview Panel.
Publish your dataview with the role permissions you desire. Configure these permissions in the Membership tab.
Helpful Hints
When creating a new dataview, you must allow your Role on the site to view the dataview. Go to the Membership tab, edit your role, and check the “View” box for the new dataview in the Dashboard section.
On the basemap configuration, if a dataview has points or lines as the selectable and searchable feature choose that layer as the “Primary Data Layer.”
When getting started doing a dataview for the first time, you can duplicate other dataviews (such as Property) as an example to walk through.