Enabling Insights for Dashboards and Home in UIKit

[Eloise (Eloise Forbes)]

Having enabled Insights for Customer Service in UIKit, I’m now keen to display Insights in Dashboards and on the Home page if possible. Can this be achieved?

[MarcCheong]

@Eloise a really good question! I had the same when tackling this about a year ago at a CS UI Kit client. Some details below to help you do this. Apologies for the image quality I no longer have the originals so lose something in the copy and paste.

Important caveats

I should note two important things

1. I documented this in the '23 timeframe, so its possible things might have changed slightly since then.
2. This is not officially mentioned in PegaDocs so you might have issues with Pega Support if you raise an incident

Enabling Constellation version of dashboards

Dashboards are a standard Pega feature, allowing users to see a collection of reports. There are two versions of this feature:

• UI Kit - shows developer created widgets in a dashboard capability
• Constellation - allows creation of multiple dashboards, collating different Insights created using the Explore Data (self service) capability.

The below details how to enable the Constellation Version.

Summary

You only need to change 2 rules to get this working, AND create a Data-Portal Dashboard for this - following exactly the same approach for getting Explore Data landing page enabled:

• pzDataExplorer harness rule
• ExploreDataNavigation navigation rule
• pyDefault (CPM-Portal) data transform to set context for launching view

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Detailed Steps

Setup the Portal Context

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1. Create a new property in CPM-Portal class, as we will be using this like InsightsActivityParams in step 22 above pyDefault (CPM-Portal) data transform. E.g Create a property name, C11nDashboardActivityParams
2. Update the pyDefault (CPM-Portal) data transform to set context for launching view.
3. Add a new line under this, to setup D_CPMPortalContext.C11nDashboardActivityParams
4. Setup your PageName and View Rule Name
   1. ViewRuleName should be pyDashboardsManager
   2. PageName can be any pagename you like, ensuring you use this in your harness rule. e.g. C11nDashboardPage
      1. Remember this name as you’ll need the page name for the Harness

Example of rule updated

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Create your Harness

This controls the mashup for launching a Constelllation View, take a copy of pzDataExplorer harness rule and create your own harness. E.g. Rule name = ConstellationDashboard

• Ensure you update the rule to reference your own Page Names from the Portal context. e.g. C11nDashboardPage

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In the Activity parameters of the Display Options tab, ViewRuleName should be pyDashboardsManager

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Create your Nav Rule

Replicate the approach for ExploreDataNavigation navigation rule.

1. Copy this rule and create your own
2. Update these details with the information from the Harness and Data Transform rules in the prior sections
   1. 
3. Add this nav rule to your portal
   1. 

[Eloise (Eloise Forbes)]

@MarcCheong thank you, will give it a try. I think there might have been an issue with some of the screenshots though

[MarcCheong]

@Eloise i have fixed them, sorry about that!