Pega Platform provides a convenient way to retrieve specific application data and present the information in the form of comprehensible reports. You can also use insights to present data from your application in the form of interactive charts or comprehensive lists.
Insights support date parts
Starting from Pega Platform version 8.7, insights support information filtering and grouping by date parts. With the new enhancements, you can retrieve specific data from certain periods of time based on your business needs.
The new enhancements include the following functionality:
- Insights now support information filtering by date parts to confine the results and get more precise data. For example, in a list-based insight for sales, you can filter the contents to include orders from a certain quarter to analyze the financial situation of a company.
- Insights now support information grouping by date parts to improve clarity and enhance the process of data analysis. For example, in an insurance application, in a chart-based insight, you can group the number of new clients by year, and then by month, to analyze the growth of your company within specific periods of time.
Insights support relative dates
In Pega Platform version 8.7, in applications that rely on Cosmos React, you can make insights more accurate by filtering data by relative dates. For example, in a chart-based insight for transportation income, you can confine the figures for ticket sales to data from the last year, to analyze the sales within the last 12 months.
The new enhancement uses time periods combined with date parts to filter data. For example, you can filter insights by Previous Quarter. The following list includes time periods and date parts that you can use to filter information in your insight:
- Time periods
- Date parts
Combo charts with labels and markers
In Pega Platform version 8.7, you can increase the readability of your chart-based insights by specifying distinct chart types for each data series. For example, in a banking insight, you can visualize the difference between the number of clients with fixed-rate mortgages and those with adjustable-rate mortgages.
With the new enhancement, you can conveniently feature certain data series by using several predefined chart types, such as Stacked Area, Multiple Line, and Clustered Column. In addition, you can make each chart more informative by customizing data series to show markers and labels with values.
For more information, see Managing data series in insights.
Reference lines and regions in insights
Chart-based insights in Pega Platform version 8.7 now provide a convenient way to visually indicate meaningful data from your application. With this new enhancement, you can set a baseline on the chart, or color-code a specific region.
By bringing crucial information into focus, the new functionalities improve the process of data analysis. For example, you can use the reference line as a benchmark for other data. That way, your insight is transparent and understandable to users.
For more information, see Adding regions and reference lines.
Conditional formatting of data series
Starting from Pega Platform version 8.7, you can specify custom conditions to color-code certain areas of chart-based insights. With the new enhancement, you can conveniently highlight meaningful data.
Insights provide you with various customization options for conditional formatting. The new functionality uses relational operators to color certain value ranges in the chart. For example, in an insight for the aviation industry, you can mark in red all flights that are delayed by more than 30 minutes to improve your data analysis. For more information, see Color-coding the appearance of data series.
Preview of underlying records for insights
Pega Platform version 8.7 now offers you a convenient way to instantly retrieve data that comprises your chart-based insights. For example, in a complex insight for sales, you can drill down to the electronics category to analyze the sales figures of particular items.
The new enhancement provides you with the tools to view the underlying records of certain fields in the form of a comprehensible table. You can use that table to verify whether insights include all the data that you require.
For more information, see Viewing underlying records of insights.
Simple value charts
Pega Platform version 8.7 now offers you an intuitive way to create custom layouts with the data that you want to feature in chart-based insights. The new functionality increases readability and focuses users' attention on meaningful information.
You can create unique charts by customizing several options, such as the alignment of columns and the number of featured data. You can also make data more discernible and increase the attractiveness of the chart by color-coding the featured data.
Read about minor enhancements in Pega Platform version 8.7.
Support for insights on Cosmos React pages
Cosmos React pages, such as case pages, can now include public insights that use the case ID parameter to filter data. You can add such insights to your pages to retrieve more specific information based on your business needs. For example, on a customer case page in sales application, you can include an insight that filters data by case ID to analyze shopping patterns.
For more information, see Cosmos React.
Support for reporting on embedded properties
Applications that rely on Pega Platform version 8.7 now support reporting on the first level of embedded properties (Page type). For example, in a human resources application, in a list-based insight, you can add the Contact property with an embedded phone number for a user. With this new reporting enhancement, the system retrieves the phone number, which ensures that all other Contact properties are also in the insight.
Customization of data formats
Pega Platform now offers you the option to specify data formats in chart-based insights. You can, for example, present data as currency or duration to make a chart more informative and analyze data more conveniently.
For more information, see Customizing chart-based insights.
Custom aliases for data series
You can now modify the names of data series in chart-based insights. Custom labels enable you to personalize insights, and ensure that data series include meaningful names. For example, in a sales insight that includes several data series, you can alter the names of each series to make the insight easier to read.