Applying Insights across Pega Platform components
Help users find relevant Insights more quickly by adding appropriate pages to the navigation menu of your application. By using Insights, your users gain quick access to application data in the form of interactive charts or comprehensive lists.
Using Insights in Full Case Views
In a Full Case View, you can add a custom Insight to a tab to improve visibility into Case-related data.
For example, when working with an Order Case Type, you can configure the Details tab to display a chart-based Insight that visualizes product orders over a defined period, such as the last quarter. You can group, filter, and sort Cases directly within the Insight to create a more interactive and informative experience.
Caution: You can add Insights only to tabs in the Full Case View. You cannot add Insights directly to a View.
Using Insights in Portal landing pages
A Portal is a web channel and consists of landing pages that consolidate Case-related information and provide easy access to tools and data.
Note: Pega Platform provides out-of-the-box landing pages such as Home, My Work, Dashboard, Explore Data, and Self-service Main page. For more information on landing pages, see Landing pages.
To help users find relevant Insights quickly, add public Insights to appropriate landing pages and include those pages in the Portal navigation menu.
In addition to fields, Views, and Widgets, you can add an existing Insight to a region of a selected landing page. For example, when authoring the Work Portal, you can add a landing page that features an Insight with data related to Order Cases.
The following figure shows the Orders landing page that includes the Public Order Insight at run time:
Using Insights in dashboards
Dashboards organize related Insights into a customized interface that displays visual data tailored to user needs. Users can use templates to customize dashboards and organize multiple Insights into clear, engaging layouts.
The following figure shows a sample Sales dashboard that uses a two column template:
Dashboard visibility settings determine whether a dashboard is private (visible only to you), shared with an Access Group, or public (accessible to all users in the application).
To support efficient data analysis, you can add a promoted filter that applies across all Insights in the dashboard. This filter helps users refine data views and make informed decisions. For example, in a dashboard with three sales Insights, adding the Item Category field as a promoted filter enables users to view profit data for specific items across all three Insights.
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