Prepare Business Analyst ArcMap custom report templates for editing in ArcGIS Business Analyst Pro

Summary

ArcGIS Business Analyst Pro 3.2 (November 2023 release) introduced a new capability to create and edit report templates. Report templates, known as Fusion report templates, and custom data, known as Business Analyst data source (BDS), created in ArcGIS Business Analyst ArcMap can be edited in the ArcGIS Pro classic report editor, but must first be converted to reference Statistical Data Collection (SDCX) custom data in ArcGIS Pro.

Procedure

ArcMap Fusion report templates must be converted to reference SDCX files using a Python tool workflow (TemplateConverter.pyt). ArcMap BDS files must be converted to ArcGIS Pro SDCX files using an ArcGIS Pro workflow. Follow these instructions to convert report templates and data.

Download and set up the Template Converter Python Tool

1. Download TemplateConverter_SampleTool_v1.zip by clicking this link and save the file to a location on your local machine.
2. Unzip TemplateConverter_SampleTool_v1.zip. The ZIP file contains these three files.
• TemplateConverter.pyt.xml (XML Document)
• TemplateConverter.TemplateConverter.pyt.xml (XML Document)
• TemplateConverter.pyt (ArcGIS Python Toolbox)

3. Open an ArcGIS Pro project.
4. On the View tab, click Catalog Pane.
5. On the Project tab of the Catalog pane, right-click Toolboxes and click Add Toolbox.

6. Locate TemplateConverter.pyt and click OK.

The sample Python toolbox and tool are added to your ArcGIS Pro project.

Convert the SDCX files

Note:
This section assumes you have not converted BDS files to SDCX files. If you have already converted these, skip to the Convert Fusion report templates section.

1. Open the ArcGIS Pro project.
2. On the Analysis tab, in the Workflows group, click the Business Analysis menu.
3. Click New Statistical Data Collection and click Import Legacy Data (BDS).
4. For Input Business Analyst Datasource (BDS), click the Browse button and select the desired *.bds file.
5. For Output Statistical Data Collection, specify the folder location and desired file name *.sdcx.
6. Click Import.
7. On the SDCX editing dialog box, review the content on the Source, Variables, and Properties tabs.
8. Click OK.

The BDS file is converted to an SDCX file.

Convert Fusion report templates

1. In the Project tab of the Catalog pane, expand Toolboxes, then expand the TemplateConverter.pyt Python toolbox.
2. Open Template Converter.

4. For Input Report, click the Browse button and select the desired *report.xml template file.
5. For Statistical Data Collection Folder, click the Browse button and select the folder that contains the converted SDCX file.
6. Set the Dataset ID. By default, the most current dataset will be used.

7. click Run.

The report template is converted to reference the SDCX files. The report template can now be edited in the ArcGIS Business Analyst Pro classic report editor.

Edit the report

Note:
This section assumes you have converted the BDS file to the SDCX file format and converted the Fusion report templates to reference the SDCX file.

1. In ArcGIS Pro, on the Analysis tab, click Business Analysis to open the gallery, and click Infographic Editor.
2. Click the Build Templates drop-down menu and choose Classic Reports. The classic report editor appears.
3. On the Select reports tab, select your desired report. Drag the desired sections to the editor pane or click Add full report. Converted Fusion reports will have “Converted” added to the report name.
4. When you are finished, click Save.
5. In the Save report template window, create a title for the template and click Save. The template is saved in the My reports section of the Select reports tab.