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Creating an Insight

2 Tasks

15 mins

 Visible to: All users
Beginner Pega Platform 8.8 Reporting English
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Scenario

Stakeholders would like to know the number of cases that have been requested over the past month. You have been asked to define a report to track the status of Assistance requests over the last 30 days. Create a table-based insight and a chart-based insight that display the number and status of requests submitted in the past 30 days.

Note: Before you begin, generate 10-15 case instances with varying case statuses.

The following table provides the credentials you need to complete the challenge.

Role User name Password
Application Developer author@gogoroad pega123!
Note:  Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Challenge Walkthrough

Detailed Tasks

1 Create a new table-based insight

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter author@gogoroad.
    2. In the Password field, enter pega123!.
  2. In the navigation pane of App Studio, click Explore Data to display the Explore Data landing page.
  3. Click the What would you like to explore? list, and then select Assistance Request to display data related to Assistance request cases.
  4. In the Data tab, in the Columns section, to the right of Invoice total, click the More icon, and then click Remove to hide the column.
    More icon of three vertical dots
  5. Repeat step 4 for the Cancel request and Coverage level elected columns.
  6. In the Available fields pane, drag the Work status field to the Data tab, and then drop it in the Groups section.
  7. In the Available fields pane, drag the Create date/time field to the Data tab, and then drop it in the Filters section.
    The system displays a dialog box.
    1. In the first Create date/time list, select on or after.
    2. In the second Create date/time list, select Relative date.
    3. In the Time period list, select Last.
    4. In the Value field, enter 30.
    5. In the Date part list, keep the default value of Day(s).
    6. Click Submit.
      Create date/time filter configuration
  8. Click Save as insight to display the Save as insight window.
  9. In the Name field, enter Number and status of requests submitted in the last 30 days.
  10. In the Visibility list, select Public.
  11. In the Description field, enter Assistance request cases for the past 30 days summarized in a table.
  12. Click Submit.

2 Create a chart-based insight

  1. In the Number and status of requests submitted in the last 30 days insight, click the Edit button.
  2. On the Data tab, in the Display as list, select Column.
  3. In the Available fields pane, drag the Create date/time field to the Data tab, and then drop it in the Dimensions section.
  4. Click (Year) Create date/time action, and then Day to display the number of cases for each day.
    Create date/time actions displayed as three vertical dots
  5. Drag the Work Status field to the Dimensions section, below (Day) Create date/time.
    Note: The order of fields matters. In this example, the number of cases is first grouped by Create date/time, then by Work status.
  6. In the Display as list, select Clustered Column to display both the number of cases by Create date/time and by Work status.
    Clustered column chart for an Insight
  7. Confirm that the Filters section has a filter called Create date/time >= Last 30 days.
  8. Click Actions > Save as to display the Save as insight window.
  9. In the Name field, enter Number and status of requests submitted in the last 30 days.
  10. In the Visibility list, select Public.
  11. In the Description field, enter Assistance request cases by day and work status for the past 30 days displayed in a Clustered column chart.
  12. Click Submit.

Confirm your work

  1. In the Explore Data landing page, in Insights > Assistance Request, confirm there are two insights named Number and status of requests submitted in the last 30 days: one displays the chart icon and one displays the table icon.
    Explore Data landing page with two insights highlighted
  2. Click Number and status of requests submitted in the last 30 days with the table icon. The table-based insight is displayed.
    Table-based insight
  3. Click Number and status of requests submitted in the last 30 days with the chart icon. The chart-based insight is displayed.
    Chart-based insight
  4. Hover over a column to display a tooltip with the number of cases.
  5. Click a column to open a table view with more information about the relevant cases.

This Challenge is to practice what you learned in the following Module:

Available in the following mission:

Return to mission
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