Update your custom infographics and reports to Esri 2023 vintage for use in Business Analyst widgets in Web AppBuilder and Experience Builder.

[FasilTiru]

Overview

The June 2023 release of ArcGIS Business Analyst includes major data updates for U.S. 2023/2028 Demographics, Tapestry Segmentation, Consumer Spending, Market Potential, Business Summary, and 2017-2021 ACS data in 2023 geography.

If you use the Business Analyst widgets in Web AppBuilder and Experience Builder, this data update may affect your contents created with Esri 2022 vintage. This article discusses the actions you need to take to migrate and update your custom infographics and reports to the Esri 2023 data vintage.

Steps to migrate and update your custom infographics and reports:

1. Depending on which app your organization uses to create custom infographics and reports, sign in to Business Analyst Web App or Community Analyst Web App 

2. First you will see this what's new message. Please take a moment to read through these notes. 

3. Notice the Esri 2023 is now the default vintage. If that is not the case, please select it from the data source selection option. 

4. Then you will be prompted with this data update notification. Click Yes here. 

Copies of your custom reports and infographics will be created in the new data source, Esri 2023, and the variable labels will be updated as well. Your original reports and infographics are still available in the Esri 2022 data source.

5. The Updating reports progress window is shown while the migration is underway. The process time will depend on the number of custom reports and infographics that you have. 

6. After the migration, you will see all your custom reports and infographics that require label updating. Click Update this & remaining reports button to update all labels at once.

7. You will see the Updating reports progress window again while your templates are being updated with the Esri 2023 labels. 

8. When the process is complete, you will see this final message. Your migrated/updated templates might contain variables that are no longer available in the Esri 2023 vintage. If that is the case, you will have to manually edit and update your templates. 

9. If you go to the Build Reports or Build Infographics workflows, you will see your templates are now migrated and contain (Esri 2023) in the names. 

10. You can now go back to your Business Analyst widgets in Experience Builder or Web AppBuilder and simply refresh to see your updated custom infographics and reports. 

11. Going forward, just make sure to select the Esri 2023 data source before creating any custom infographics and reports so that your templates are automatically available in the Business Analyst widgets for Web AppBuilder and Experience Builder. 

Additional resources

What's new in ArcGIS Business Analyst Web App (June 2023)

[ZackaryWilcox]

Is there a way to remove the step of manually changing all of my custom infographics and reports. When updating basically all of my custom data and reports came back with errors. I would essentially rebuild these to match what was previously in the 2022 Vintage. Seems a little redundant to rebuild all my custom stuff just to be able and run the same report I have been running for months now.

Is there a way to bypass this and run the BA widget (Web App Builder) on the 2022 Vintage? 

[FasilTiru]

Hello @ZackaryWilcox,

Sorry for the inconvenience but we need more information on how your custom reports and infographics were created with custom data to understand why they all came back with errors as you mentioned. Can you please work directly with our technical support team so we can troubleshot your specific use case properly?

In most use cases, you will not have to do any additional manual updates when your templates contain variables from custom data. You should be able to continue using the migrated 2023 templates unless there were specific variables that are no longer available in the updated 2023 vintage. In this case, you might see this message after the migration and update is complete. 

Then you can open your custom templates and spot check for missing variables. Your custom data variables should be in the updated templates and they can be used in BA widgets (ExB or WAB) without any additional manual updating. 

This migration and update is required because the 2022 and 2023 vintages have some differences in the underlying Census boundaries and content. We recommend using the latest vintage for accurate and current demographic reporting. 

Although we currently only support the latest vintage in BA widgets, we have an enhancement to introduce vintage selection in the near future as you mentioned. 

I hope this helps,

Fasil T.

[FasilTiru]

Hello again @ZackaryWilcox,

Please see my response in https://community.esri.com/t5/arcgis-business-analyst-questions/migration-of-custom-data/m-p/1300581...

It looks like you might be experiencing the same issue.

Thanks,

Fasil T.

[ZackaryWilcox]

@FasilTiru 

Thank you for tagging this response. I was experiencing the same issues (using geographic boundaries), but the workaround fixed all my problems. I really appreciate the help!

Thanks,

Zack W.

[JGriff]

I'm having an issue with the ESRI reports not running. My custom reports are working in 2023 vintage but every time I try to view an ESRI report there is an error.

[HelenThompson]

Hi @JGriff I recently wrote an article https://www.esri.com/arcgis-blog/products/bus-analyst/data-management/best-practices-for-using-frequ... that might help.

Can you describe your issues in more detail.

Thanks

Helen

[FasilTiru]

@JGriff 

More details will help us troubleshoot the issue you're reporting as Helen mentioned above. For example, are you using the BA widget in Web AppBuilder or Experience Builder? If you are using Experience Builder, I suspect the error you are seeing might be one of these:

Your infographic does not load and show this error

Your infographic loads but shows all N/A values

If that is the case, these errors might be related to the data update and geography boundary changes. If you have an app created before the 2023 data update, please follow these steps to update your app configuration:

Step 1. If you have a geography as a preset location, please remove and add it again.

Step 2 and 3. If you have a preset Esri Infographic, please click it (2) and re-select it from the list (3)

Step 4. Save and publish your app.

I hope this helps for now. We will improve the experience for the future. 

Best regards,

Fasil T. 

[Ben_U]

Hi - this is all fantastic for US users - but when will the widget be updated from Australian 2016 ABS data to at least the last ABS census in 2020? 

[DonnaBuhr]

Hello,

I also responded in the other Esri Community tread but want to ensure you receive the answer. The Australian ABS data is scheduled to be update to the ABS Census in 2020 in the next release of Business Analyst.  The release is currently scheduled for October, 2023. 

Thank you for asking this important question.

Best regards,

Donna