@tungt have you checked the console? It seems to be running D_pyAllWork. This should be all cases in your current application?
If you’re missing items, i’d suggest looking at your Application Rule, see what cases are defined there. If not, look at your pyRoutingTable, see what cases are defined there, this is a common one for issues with Constellation as most people do not regenerate this. My next Constellation 101 series is going to be on the Routing Table to explain this more
In constellation, both/either of these controls what cases Constellation knows to be “in your app”.
@SvenKrow you can not disable the Explore Data button, it’s a common ask but Explore Data is intrinsically linked to creating and viewing Insights. If you want to show insights without allowing all the create and save as features, then using Dashboards is the way to go.
IF you are saying that removing the portal and the privilege still allow someone to access the Explore Data landing page? Then this has to be a bug, and I would be raising that to Pega Support.
@DaveFinleyyes, this is certainly possible. So long as the “measurement” in your image is a value on the case, you can run this in 24.2.2 - possibly earlier but that is the version I am using right now.
In '25, we introduce calculations, which would mean you wouldn’t actually need the value on your case either
Let’s assume it is a value, its straight forward, for my demonstration below, I was mapping average case urgency per week over time. My upper limit urgency was 36 and lower 29.
Explore the Data Object you want to run the Insight on
Default it will be a table, change the ‘display as’ to chart.
Select line
In the ‘measures’ field you will have count by default. Add the value you want to measures and remove default
Click the 3 dot ‘hamburger’ menu on your value and change it from the default “count” to “average”
Important note, the field you are running this on should be an Integer or Decimal for this to allow ‘average’. Always important to get your data model right in Constellation so it knows what options and rendering to display in the UI and configurations like this.
In the ‘dimensions’ field add ‘create data/time’
Click the 3 dot ‘hamburger’ menu on this dimension and select ‘relative date parts’ > ‘weekly’
At this point you should have a line chart showing the values over weeks.
Yes flattening the data to create a concatenated field is an option, but like you said its not ideal from a data modelling perspective and also has an additional maintenance overhead of managing the concatenated values when user adds or deletes items.
Regarding my point about the drill down RD, what I meant is the following:
Insight is configured on a particular data class. The data shown in the insight is based on a D page (API type) which is sourced from an RD.
On drill down, we need to have specific fields shown to the user. In such a case, the RD mentioned in point 1 needs to be changed (from Dev studio) to add additional fields (e.g. by using an association). This is where the rows will be duplicated for each embedded data (e.g. Products).
So, we have the following options:
Do not display embedded data (list type) in the drill down view of an Insight
flatten the data (e.g. use a field to show concatenated data)
3.Do not allow drill down in the chart based Insight. Create a chart Insight and then a separate table Insight down below (like you suggested)
Is this a correct understanding, or am I missing something?
@cheom - Thanks for your response and Guidance. Good to know that in the future we will have the ability to control the drill down view to present the columns that are needed.
@MarcCheong Thanks for the info Marc , we actually want a view only Insights where users will be present list of reports/insights to click on , but they should not be able to create new or save as existing reports conditionally ex: Managers can create and save as Insights , but Users can only view
Is it possible to build a list view table in landing page and have a clickable link which opens the insight rule , similar to My Work with case id link ? need to check this
In Dashboards i see there is no single column template available .
@SMSMSM comparing the two can be tricky as they are two very different features - trying to think about Insights like a Report Definition may lead you to make the wrong conclusions. In my opinion, Explore Data and Insights is geared towards self-service, the business should be fully self sufficient on their reporting needs without the need to wait for developers to create them operational reports.
To go direct to your questions.
Insights are sourced against the object itself (case or data), it does not use an activity, nor data transform to populate. These are sourced via a Virtual Report Definition based on the object setup (see Settings tab > Default Data sources). However, that datapage is not the true source of all information, there is more going on in the background than even I know about here - the datapage is just a starting point for this Virtual Report Definition to populate.
Non-queryable data does work - however, that can only be accessed via an Author access group, via App Studio running of Explore Data (not an end user portal). You can source your datapages for an insight there > but i believe they can only be set to “Admin” access and not used by real users in Explore Data…
It’s actually are really important point, App Studio running vs End User Portal running of Explore Data can result in different outcomes (due to access differences).
@kowshikatwhat you are observing is correct - when you use queryable datapages the response datatransform will not run. That is why in the steps above I cover to uncheck this, as you are creating a datapage to directly access, instead of using Insights virtual report definitions
“2.Ensure Data Page has “Allow querying any column” unchecked”
As far as I am aware, your options are:
Don’t tick this (and use Datapage directly in Insights, instead of Explore Data on the Assign- Data Object) OR
Create a List View, which can reference a datapage directly.
@DaniW701 you are correct, the rule-obj-class label will dictate much in Constellation, including the Explore Data menu. It is always good practice to label your data and cases with business friendly names.
I am not aware of any changes coming for Explore Data here, however, the need to override labels has been acknowledged in other places in '25 like below. So I wouldn’t rule it out 100%.
Curious what your use case is? Why you can not just edit the class label to get the desired business friendly name? This would be the easiest thing.
I know in the case of Common Application entities, there is some differences here, where they do not allow you to edit the name. This is something I know the team is aware of and looking at making that more flexible. Is your limitation because of Common Application (Common Data Model)?
@Sudit Sengupta ok, I understand. I wouldn’t really recommend playing around with the underlying RD as it may have other consequences. I’ve seen the same for OOTB created datapages (single, list and saveable) for new cases/data too - its best to create new ones if you need something specific, Constellation features rely so much on these you don’t know what else might be utilising it.
Further more, the Product is looking at giving more control over the drill to underlying records, such as what columns we show. So things are coming in this space.
Solutions
Your summary of solutions is accurate. Personally, I would explore option 3 with the business - this kind of complex data, and getting the business to understand it, probably needs more than just an Insight can convey. A dashboard or landing page, might give you some more options such as promoted filters and search capability to make it more understandable. Landing pages give you added benefits of putting other widgets on the screen, like “announcements” that could also provide more instructional guidance.
@Adithya_A would a Landing Page not work for you then? You can place an Insight on a landing page and there is no run time ability to save/edit it.
Image from a lab instance I have, not the greatest example but shows an insight on a landing page and the run time experience. Sounds like this is what you want?
I am trying to evaluate the effectiveness of creating an insight vs a traditional report definition, both from a development and end-user-friendliness basis.
Therefore I am trying to understand the below:
Can an insight source data from anywhere (and not just the database) using an activity/data transform as source and flatten the data to display in the insight report
Does non-queryable data page work as a source (I could not make it happen) and if yes then how can I leverage a PageList.Page.property?
Thanks for the reply. Yes, I think it is D_pyAllWork alright. What I found was that the underlying report is just using the case types of the default workpool because it hasn’t used Include all descendent class. My App has multiple built-on apps AppA → AppB → AppC and all the case types in AppA and AppB are inherited from the workpool in AppC. The default workpool of my AG is that of AppC and so D_pyAllWork doesn’t include any of the case types in AppA and AppB. I guess this is strictly report definition issue, not eInsight. However, if I changed the report in D_pyAllWork to use include all descendent classes, it was able to give all case types in AppA and AppB as well, but then while the chart “Number of Work Items created daily” now showed all case types, the drill down is way out of whack. For example, it shows a case type having certain number created on certain day, but when I drill down on it, it doesn’t show anything, or what it shows doesn’t match the count. This looks like eInsight issue.
Anyway I’m going to log an INC with this drill down issue and see what engineering says.
@MarcCheong Thanks , currently we have around 20 Insight Reports , if we put all of them in one landing page everything will be rendered on page load and we cannot have 20 separate landing pages . any option to load these 20 reports in landing page only on demand ?
Us a tabbed temple to include multiple insights (these have deferred load built int)
In fact, the more recent '25 demo’s I’ve seen both with platform and blueprint are using this approach more and more. So you’ll see this more often IMO
Use this capability to create various dashboards showing the tables need.
This really is the same as landing pages, BUT dashboards have a nice list as a table, so might be better navigation if you want to group up various insights together.
I prefer dashboards, its a nice safe space for putting and grouping lots of insights together. You will likely have enough landing pages for other requirements without Insights getting in the way of that and making the portal confusing for users.
Also, reporting and insights is more advanced users, they can usually deal with more complexity around the tables and groupings than a more occasional user who might be overwhelmed by so many landinge pages and tabs.
@tungt yeah, definitely raise an INC with Pega support. Might be pushing the boundaries of Insights a little, my first check would be that the cases are defined on your Application (even if they are inherited from the stack), as this controls a lot of Constellation features.
I know the Product team are working on allowing you to control the drill through in 25. Although, i’m unsure if that would fix this specific issue.
Other solutions?
As for other solutions, you could build your own datapage? This might give you more control to define exactly what you want to show in the insight without using decendent classes.
Another mystery with eInsight is that some data pages don’t appear for Explore Data. I have created a data page in my work pool, make sure it has no parameter, no security required, of List type, using a report as source without response DT and the “query any column” checkbox is ticked. Yet when I go to Explore Data, I click the Explore Data button, navigate to and expand Data Pages >, then expand my work pool class but I cannot find that data page. I’ve logoff, login, clear my browser cache, use new browser session, try both Edge and Chrome and still the data page doesn’t appear. Any idea of why this is happening?
Hello @MarcCheong ,
Thank you for this great article!
I’m working on a Constellation Insight Portal. The explore data feature is working fine and the Insight is retrieving data correctly, but I have a minor issue: the Actions menu (the three-dot icon in the insight header) is hidden, so the Export to Excel option unavailable even though my Insight is sourced by a Report Definition and queryable. I tried granting additionnal privileges to my user, but that did not resolve the issue. Is there a visibility condition or a specific privilege that I might be missing?
Thank you in advance for your help.
I have a question while working on Insights in Pega CSFS Constellation 24.2.3.
Scenario:
We need to display an Insight with drill-down functionality. The drill-down report definition contains around 37 columns (including some embedded fields and some single-value properties).
Currently, I am able to display the Insight using a pie chart. When I click on each segment, the drill-down report runs successfully and shows a few columns (Not all as configured in the report definition) with their respective data. I have attached screenshots for reference.
However, when I add a few more columns to the report (which is sourced to a list data page), those newly added columns are not visible in the drill-down table at runtime.
All the columns are optimized in the respective table and are available as relevant records.
Is there anything I might be missing in the configuration? Any suggestions or guidance would be greatly appreciated.
