Using Insights
1 Task
15 mins
Beginner
Reporting
Insights
English
Scenario
U+ Hotels stakeholders require better visibility into onboarding operations within the Travel Management Customer Support (TMCS) application.
Blueprint has already generated two Insights for Partner Onboarding to track onboarding volume and case status over the last 30 days. Stakeholders now want these Insights refined to include additional business-relevant fields and an improved visualization.
As a Solution Builder, you are tasked with editing the existing Insights, instead of creating new ones, so that stakeholders can analyze onboarding trends more effectively.
Note: This challenge has been configured with Single sign-on (SSO) using your Pega Academy credentials. If you are not automatically signed-in to the challenge environment after initializing the instance, you may use the credentials provided.
The following table provides the credentials you may need to complete the challenge:
| Role | User name | Password |
|---|---|---|
| Solution Builder | [email protected] | pega123! |
After completing this challenge, you should be able to:
- Edit an existing table-based Insight by using Explore Data.
- Edit an existing chart-based Insight by using Explore Data.
- Apply additional columns, grouping, and filters to refine an Insight.
- Update Insight visualizations to better match business reporting needs.
Detailed Tasks
1 Use Insights
Use the technical documentation linked in the Doc Journey above to complete the assigned tasks. The technical documentation might have more information than you need to complete the tasks.
Acceptance criteria
1. There is an existing table-based Insight Partner Onboarding cases for past 30 days. The Insight is updated as follows.
- The Insight displays the following columns:
- Label
- Case ID
- Create datetime
- Create operator name
- Partner Name
- Work Status
- Application Date (new)
- Contact Person (new)
- Contact Email (new)
- The Insight is grouped by Work Status (new).
- The Insight is filtered on the Create datetime field for the relative period on or after the last 30 days.
- The Insight is visible to the public.
2. There is an existing chart-based Insight Partner Onboarding cases last 30 days. The Insight is updated as follows.
- The visualization is changed from a Column chart to a Pie chart.
- The chart shows a count of cases based on Case ID.
- The chart uses the following dimensions:
- Work Status
- (Day) Create date/time
- The Insight remains visible to the public.
Directions
- Open the TMCS application.
- Launch the Work Portal.
- Navigate to Explore Data.
- Locate the two Blueprint-generated Insights for Partner Onboarding.
- Edit the table-based Insight to add the new columns, grouping, and filter as detailed in the Acceptance criteria.
- Edit the chart-based Insight to change the chart type and keep the required dimensions as detailed in the Acceptance criteria.
- Save your changes.
Available in the following mission:
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