We are migrating our UI‑Kit application to Constellation, which involves converting existing Reports into Insights. We have around 10 Insights to be created on the work pool, and each Insight needs to export a different set of columns to Excel. However, currently the exported columns are derived from the Report Definition used in the List‑type Data Page for that class, and since only one Data Page can exist per class, all Insights end up displaying the same set of columns in the export. We are looking for suggestions or supported approaches to allow different column sets per Insight while exporting to Excel.
Pega version 25.1
I couldn’t reproduce it on 25.1.2, the Excel export I get only contains the columns that are defined in the insight. Are you defining, let’s say 2, columns in the insight but the Excel shows 10+?
Have you seen this @MarcCheong ?
Yes, that’s correct. If it is a Table type we can define the columns but most of our Insights are chart-based, and the columns shown in the View Data option are defined by the Report Definition. While additional columns can be included using Show/Hide Columns, there is currently no way to save those column selections at the Insight level.
Simplest solution
My first thought would be to create dashboards or landing pages, that way you could have both a Chart and a Table together, the table being the one people export and the one you can control the columns.
More complex
Insights can be sourced directly from different data pages BUT only in Design Time (App Studio > Explore Data) and only on non-queryable data pages.
I’m not really a fan here, as you’d be hand crafting a lot of reports and data pages just to support this requirement. The earlier option above seems more logical.
It is covered a little more in Some insights into Insights (and Explore Data) - #27 by MarcCheong
@AbhilashK2788 It should be possible in '25 to save that config for the drill down. I just tested it and it also led to only those columns I chose to keep being exported in the Excel:
Save option is available in the drill-down view, but not in the overall Insight data view. If that Option were available at the Insight level as well, it would resolve our issue.
@AbhilashK2788 I’m not sure I follow - Is the problem that you simply can’t save the insight after modifying? If not, could you please show what you mean?
Seem to be a work around, we will try it out.
There is no option to save the above view, if I have to choose the columns. I need set of columns per insight. As you said, save changes option available from Drill Down view.
@AbhilashK2788 The save option will not pop up if you access the insight from a landing page. You need to do the drill down after accessing the insight from “explore data”. Then the “save changes” button will pop up after modifying the columns. And after having saved, the updated view will show when you click “view data” in the insight on the landing page.
My apologies, I thought both were different views, that would solve majority of our problem. But for couple of Insights we have to show different views one from landing page data view and one with drill down data view. The same was achieved in Reports by having a separate drill down Report definition.
@AbhilashK2788 That should be achievable by creating another insight.
