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Creating an Insight

2 Tasks

15 mins

 Visible to: All users
Beginner Pega Platform '23 Reporting Constellation English

Scenario

Stakeholders would like to know the number of Cases that have been requested over the past month. You have been asked to define a report to track the status of Assistance request Cases over the last 30 days. Create a table-based Insight and a chart-based Insight that display the number and status of requests submitted in the past 30 days.

Note: Before you begin, generate 10-15 case instances with varying case statuses.
Note: The framework of this challenge uses the Constellation architecture of Pega Platform™. To practice this challenge on the Traditional UI architecture, see the Creating an Insight version 8.8 challenge.

The following table provides the credentials you need to complete the challenge.

Role User name Password
Application Developer author@gogoroad pega123!
Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Challenge Walkthrough

Detailed Tasks

1 Create a new table-based Insight

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter author@gogoroad.
    2. In the Password field, enter pega123!.
  2. In the navigation pane of App Studio, click Explore Data to display the Explore Data landing page.
  3. Click the Explore Data button, and then select Assistance Request to display data related to Assistance request cases. 
    Tip:  If you do not see the Explore Data button in the upper right corner, expand your browser window.
  4. In the Data tab, in the Columns section, to the right of Description, click the More icon, and then click Remove to hide the column.
    Highlighting the More icon for Insight fields
  5. In the Available fields pane, under Assistance Request, click More fields to display additional available fields.
    Highlighting the More fields button under Available fields pane
  6. In the Available fields pane, drag the Case ID field to the Data tab, and then drop it in the Columns section.
  7. Repeat step 6 for Create date/time, Create operator name, Service type, and Work status fields.
  8. In the Available fields pane, drag the Work status field to the Data tab, and then drop it in the Groups section.
  9. In the Available fields pane, drag the Create date/time field to the Data tab, and then drop it in the Filters section.
    The system displays the Create date/time dialog box.
    1. In the first Conditional operator list, select on or after.
    2. In the second Compare with list, select Relative date.
    3. In the Time period list, select Last.
    4. In the Value field, enter 30.
    5. In the Date part list, keep the default value of Day(s).
    6. Click Submit.
      The Explore Data Create date/time filter dialog box
  10. Click the Save as Insight button to display the Save as Insight window.
  11. In the Name field, enter Number and status of requests submitted in the last 30 days.
  12. In the Visibility list, select Public - All users.
  13. In the Description field, enter Assistance request cases for the past 30 days summarized in a table.
  14. Click Submit.

2 Create a chart-based Insight

  1. In the Number and status of requests submitted in the last 30 days Insight, click the Edit button.
  2. In the Data tab, in the Display as list, select Chart and then select Column.
  3. In the Available fields pane, under Assistance Request, click More fields to reveal additional available fields.
  4. In the Available fields pane, drag the Create date/time field to the Data tab, and then drop it in the Dimensions section above the Work Status field.
    Note: The order of fields matters. In this example, the number of cases is first grouped by Create date/time, then by Work status.
  5. Click (Year) Create date/time - actions, select Date parts, and then Day to display the number of cases for each day.
    Dimensions section for an Insight
  6. In the Display as list, select Clustered Column to display both the number of cases by Create date/time and by Work status.
    Configure the chart-based insight
  7. Confirm that the Filters section has a filter called Create date/time >= Last 30 days.
  8. Click Actions > Save as to display the Save as insight window.
  9. In the Name field, enter Number and status of requests submitted in the last 30 days.
  10. In the Visibility list, select Public - All users.
  11. In the Description field, enter Assistance request cases by day and work status for the past 30 days displayed in a Clustered column chart.
  12. Click Submit.

Confirm your work

  1. In the Explore Data landing page, in Insights > Assistance Request, confirm there are two Insights named Number and status of requests submitted in the last 30 days: one displays the chart icon and one displays the table icon.
    Explore Data landing page showing 2 Assistance Request reports
  2. Click Number and status of requests submitted in the last 30 days with the table icon. The table-based Insight is displayed.
    Insight table
  3. Click Number and status of requests submitted in the last 30 days with the chart icon. The chart-based Insight is displayed.
    Insight chart
  4. Hover over a column to display a tooltip with the number of cases.
  5. Click a column to open a table view with more information about the relevant Cases.

This Challenge is to practice what you learned in the following Module:

Available in the following mission:

Return to mission
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