Adding Data Pages/Report Definition rules to Explore Data in Pega Constellation
Hi,
I want to utilize a Data Page/ Report Definition to generate an Insight in Explore Data tab in Pega Constellation. How can I add Data Page rule to the Explore Data Tab? I have already set the Data Page as a "Queryable" one.
Thanks
Accepted Solution
Updated: 1 Nov 2024 8:47 EDT
Pegasystems Inc.
IN
Adding to the steps by Marije Schillern
1. If there are multiple Data pages with same configuration( in the same data class) we cannot specify which data page should be picked. Insight Landing page will automatically pick one. So it is better to keep only one such Queryable data page which we need for insights.
2. Due to caching sometimes the data page\data object might not appear in the insight dropdown. Please login again to see the updated list.
3. The filters used in the report definition will be considered. But rest of the configuration like joins or additional filters can be set in the insight landing page itself.
Pegasystems Inc.
GB
@BinguniE To add a Data Page rule to the Explore Data tab in Pega Constellation, follow these steps:1. Ensure that the Data Page has a 'List' structure and is sourced from a Report Definition.
2. Verify that the Data Page has no parameters and is marked as queryable using the 'Allow querying any column' checkbox.
3. Open the Explore Data landing page configuration in your Pega application.
4. Add the Data Page to the menu shown on the Explore Data page. By default, all data pages that meet the criteria are made available in the menu.
For more detailed steps, you can refer to the documentation on how to configure the Explore Data tool and specify a Data Page as queryable.
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Ask the Expert - Reporting: Explore Data and Insights with Meghan Atkins and Siddu Adusumalli
Specifying a data page as queryable
Accepted Solution
Updated: 1 Nov 2024 8:47 EDT
Pegasystems Inc.
IN
Adding to the steps by Marije Schillern
1. If there are multiple Data pages with same configuration( in the same data class) we cannot specify which data page should be picked. Insight Landing page will automatically pick one. So it is better to keep only one such Queryable data page which we need for insights.
2. Due to caching sometimes the data page\data object might not appear in the insight dropdown. Please login again to see the updated list.
3. The filters used in the report definition will be considered. But rest of the configuration like joins or additional filters can be set in the insight landing page itself.