Application data for Insights

Designing effective data analysis for your workflows and Data Objects allows users to explore and analyze your application data quickly. Users can query data, and then sort, filter, and group the results based on the business requirements. For example, you can access the list of Assignments that are routed to members of your team. You can then drill down and analyze the Assignment statuses to determine the remaining workload for the current release and save queries that you make as Insights.

Insights in Pega Platform convert data queries into customizable tables or visualizations, enabling users to explore, analyze, and share application data. Teams can filter, sort, and group data for targeted results, display information as tables or interactive charts, and embed these visualizations in application landing pages to enhance analysis and presentation. For example, in an insurance application, users can visualize data for claims that are pending approval, and then analyze the type of claim and the amount submitted by users.

Insights offer a wide range of customizable options that allow you to present data as interactive charts that you can then drill down to retrieve more specific information. By using a range of available options, you can create unique Insights that meet specific business requirements, and then conveniently share them with specific groups or individuals. For example, in a sales application, you can visualize data about profits that your company generates in specific regions, analyze the distribution of earnings across various categories of products, and then share with leaders in each region.

Pega Platform uses generative artificial intelligence (Pega GenAI™) that helps you create comprehensive Insights that match your advanced business requirements. You can add an out-of-the-box Insight Agent Tool to an Agent in your application to help your users generate charts, lists, and metrics using natural language. When prompted, the Insight Agent Tool can create data visualizations and offer to save or export the Insight. This gives users a friendlier interface for exploring data, and reduces context switching.

Table-based Insights

You can display your custom data query in a table by using a table-based Insight. Create a table-based Insight or select a previously-created table-based Insight to view or modify:

• Add columns and filters or sort and group your data so that the table displays only the specific information that matches your business needs.
• Remove, move, or modify an item in the table.
• Leverage out-of-the-box table settings, such as filtering and search.

Chart-based Insights

You can visualize your custom data query in a chart by using a chart-based Insight. Create a chart-based Insight or select a previously-created chart-based Insight to view or modify:

• Select a chart type, including column, pie, donut, and bar, to change how your data is visualized.
• Add data fields, filter fields, add promoted filters, and sort the data depicted in the chart. If you add multiple fields for filtering, there are more available chart types, including clustered column, stacked column, and multiple line.
• Control the presentation of the chart by customizing the dimensions, adding reference lines and regions, customizing the chart legend, displaying tooltips, and adding conditional formatting.

Managing data access in Insights

In addition to developers creating and sharing Insights for application users, these users can customize existing Insights or create new Insights for private or shared data analytics.

You can control which Insights are accessible to other users of your application by setting specific visibility options. In this way, you ensure that sensitive or confidential information remains restricted to authorized users, maintaining data privacy and security. You can set the visibility to:

• Private to keep the Insight hidden from all users.
• Shared to share the Insight with your access group or with specific users.
• Public to share the Insight with all application users.

For example, as an application administrator, you can make your Insights available for use on landing pages by exposing the Insights as public visibility.

Organizations are not limited to using Pega data with Insights. Organizations can create a broad view of their business by integrating Pega Platform data with data from other systems of record using BIX. BIX extracts transactional data from the Pega database into formats suitable for exporting to a reporting data warehouse, operational data store (ODS), or other downstream process.

BIX provides the extract functions of an extract, transform, and load (ETL) utility. BIX is a batch-processing tool that extracts data from one class at a time. You can use it to do a full extract or an incremental extract based on when a target property changes.

Insights vs BIX

You are likely to help design the infrastructure to support the analytical and reporting needs of the client organization. One of the key questions you are likely to face is when to use Insights for data analysis and when to use BIX.

In general, if analysis depends on operational reporting on real-time information in Pega, use Insights because the data arrives in real time and is available in the same environment. If there is a need to combine Pega data with data from other systems of record in the analysis, or when the organization wants to investigate or mine large historical Data Sets for information, then extracting the data from Pega with BIX and importing it to an external database for further analysis might be the appropriate solution.

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