Pega Constellation - Insights- Pie chart with assigned To property

General
1

Hi All,

We have a requirement to display a pie chart (Work Status vs Case Count) using Pega Insights, along with the Work class. This has been implemented successfully.

However, the client now wants that during drill-down, they should be able to see additional properties, specifically “Assigned To” (both Worklist and Workbasket assignments).

Is there any way to join the Work class with multiple associations (Assign-Worklist and Assign-WorkBasket) in Insights?

We tried using a Data Page with an Activity as the source, where the Activity calls a Report Definition with all required associations. However:

  • We are not getting Case ID count, and

  • We are getting an error related to calculated properties.

Kindly advise if there is any alternative approach to provide the chart with drill-down columns such as:

  • Case ID

  • Work Status

  • Assigned To

2

To achieve this, create a single Report Definition in the Work class and add Associations for both the Assign-Worklist and Assign-Workbasket classes. Within this report, define a Calculated Field that uses a “Coalesce” function to merge the operator ID from whichever assignment table is currently populated into one “Assigned To” column. Ensure you include pyID and pyStatusWork as columns so the pie chart can group by status and count unique Case IDs accurately. Finally, configure your Insight to use this specific Report Definition as its direct data source instead of a Data Page. This method ensures all required properties are available for the drill-down view while resolving errors related to manual calculations and case counts.