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Visualizing data with insights in Cosmos React

Insights

Insights are rules that Pega Platform™ uses to transform data queries into tables or visualizations that you can then share between users and embed in landing pages of your applications. You can use insights to retrieve specific data and present the data as a list or an interactive chart. For example, in an insurance application, you can visualize data for claims that are pending approval, and then analyze the type of claim and the amount submitted by users. 

The Explore Data landing page allows you to explore and analyze data in your application quickly using insights. On the Explore Data landing page, you can query your data, and then sort, filter, and group the results based on your business requirements. You can then save queries you make on the Explore Data landing page as insights.

For example, with the Explore Data landing page, 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.

Layout of the Explore Data landing page

The Explore Landing page displays a list of previously-created insights.

In the following image, click the + icons to learn more about the actions that you can perform on the Explore Data landing page.

View or modify an insight

On the Explore Data landing page, you can select a previously-created insight to view or modify.

In the following image, click the + icons to learn more about the actions you can perform on the Explore Data landing page once you select an insight.

Create a chart from an insight

On the Explore Data landing page, you can create charts from an insight to visualize your data.

In the following image, click the + icons to learn more about the actions you can perform on the Explore Data landing page once you create a chart.

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