I’m having trouble with using a Data Page with a report definition as a source for an insight to make a chart.
If I check “Query Options - Allow querying any column (Pega connection only)” then the data page does not show up in my explore data data page list.
If I leave it unchecked, then I can find the data page, but when I try to add a measure to an insight chart, it does not aggregate that measure (so for instance Case ID just stays as Case ID instead of Case ID (Count))
The documentation says that “Allow querying any column” is required for data pages to be used in insights, but it does not show up in the list when I do so.
I have cleared my cache, tried private browser sessions / other browsers, and have consistently got the data page to reappear when unchecking the query options box. Can anyone suggest troubleshooting steps here?
can you try your Data Page is explicitly configured for reporting by setting the Structure to List and the Edit Mode to Read-Only. Once these are set, you must check the Allow querying any column checkbox to satisfy the Insight requirements, but you must also ensure the Data Page is defined in a UI-accessible Class that matches your Explore Data context. If the Data Page still does not appear in the list after checking the box, navigate to the Data Model tab of your Case Type or Data Object and manually add the Data Page as a source to refresh the platform’s metadata index. This action forces the Insight engine to recognize the “Querying any column” capability, allowing the Data Page to appear in the Explore Data list and enabling the aggregation functions like Count or Sum for your chart measures.
If I understand the requirement correctly, you are trying to use a Data Page (sourced from a Report Definition) in Insights and facing issues with aggregation based on the Allow query setting.
Just to clarify, is your goal to:
Use the Data Page purely as a reporting source for Insights? or
Apply any additional transformation/filtering on top of the Report Definition?
I tried replicating a similar scenario and observed that when Allow query is unchecked, the Data Page may appear but does not support proper aggregation (like Count), as it behaves more like a UI data source. Handling measures in a response Data Transform might work for display, but it won’t behave correctly in Insights and is not recommended.
When Allow query is enabled, the Data Page is treated as a query able source, and aggregation works based on the underlying Report Definition / Data Object.
In most reporting scenarios, using the Report Definition directly tends to be more reliable unless there’s a specific need for additional processing in the Data Page.