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.
Ensure that the new columns are marked as Primary fields on the class. Once you do that you need to clear the cache from Explore Data landing page. This ensures that the fields will be visible on the insight while select the columns.
Columns on the insight are cached on the browser as per design.
If still the columns are not visible, then close the tab/window and re-login again.
@NaganandShenoy1 Adding to what @JayachandraSiddipeta said, from Pega '25, you can save column config in your drill-down and not having to rely on Primary fields.
When the drill-down table is loaded, the column name is the label of the field & not the name that we provide inside the report. Is there any way to update the column names for the above drill-down insight?
What is the best approach to display the embedded fields like .CustomerDetails.FirstName inside the same drill-down insight?
