Insight footer aggregations (Sum) not included in Excel export

User Experience
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1

Hi All,

We have identified an issue while using Insights in a Constellation application and would appreciate guidance from the community and Pega.

Environment

• Pega Platform (Constellation) [25.1.2]

• Insight based on transaction data

• Aggregation configured using standard Insight functionality (Sum)

Business Requirement

Users can view aggregate totals (for example, Sum of Amount) at the bottom of the Insight table and expect the same summary values to be available when exporting the Insight to Excel.

Example visible within the Insight:

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Sum = 24,660,858.01

Current Behaviour

Within the application:

• Insight displays aggregation values correctly.

• Footer totals are visible.

• Sum values are calculated accurately.

After Excel export:

• Transaction-level rows are exported successfully.

• Aggregation/footer totals are not included.

• The exported Excel file contains only detail records.

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Expected Behaviour

The aggregation values already calculated and displayed within the Insight should also be present in the exported Excel output so users can reconcile totals without performing additional calculations.

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Current Understanding

• The aggregation values are generated using Pega’s standard Insight aggregation feature.

• No custom calculation logic has been implemented.

• The values are available and displayed correctly in the UI.

• Only the export output appears to exclude these footer totals.

Questions

1. Is it expected behaviour that Insight footer aggregations are excluded from Excel exports?

2. Is there any OOTB configuration available to include aggregation/summary values in exported files?

3. Is this a known product limitation?

4. Has anyone encountered a similar issue in Constellation Insights?

5. Is this Defect already being addressed through a hotfix or product update?

Any guidance or confirmation from Pega or community members would be appreciated.

Thank you.

2

@RenukaH9 are you in the User Experience Expert Circle? I would like to move this under that area, so it can be found with other Constellation questions. However, if you are not a member you won’t be able to respond (until you join), so don’t want to just move on you.

Please let me know if you join and i’ll move.

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3

@RenukaH9 check out Enhanced Excel export for table-based Insights (Infinity '26) - there have been improvements to the export.

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4

In Pega Constellation v25, this looks like expected behaviour. The built-in Excel export appears to export only the detail rows and not the footer aggregation values, even though the totals are correctly displayed in the UI.

I am not aware of any OOTB setting that forces footer totals to be included in the export. If the business requirement is strict, the likely solution is a custom export approach that explicitly appends the summary row to the generated Excel file or wait until you upgrade your Platform to Pega 26 where. as @MarcCheong mentioned, there are Excel export enhancements are included.