Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

This content has been archived and is no longer being updated.

Links may not function; however, this content may be relevant to outdated versions of the product.

Creating a Visual Business Director data set record

Updated on April 5, 2022

Store data records in the Visual Business Director data set to view them in the Visual Business Director (VBD) planner and assess the success of your business strategy. Before you can use this data set for storing and visualization, you must configure it.

  1. Create an instance of the Visual Business Director data set rule
  2. Specify time granularity. VBD planner uses this setting to aggregate the records within the specified time period.
  3. Select dimensions that you want to show when visualizing data in the VBD planner. To increase performance of the VBD planner, select only the dimensions that you need.
  4. Optional: Define additional dimensions for this data set to display when visualizing data by performing the following actions:
    1. In the Additional dimensions section, click Add dimension.
    2. In the Name field, specify a dimension name.
      The name must be unique within the current VBD data set and any other VBD data set in your application. You can have up to 10 additional dimensions in your application.
    3. In the Property field, press the Down Arrow key and select a property whose value you want to represent as a dimension level in VBD. You can select properties from the Applies To class of the VBD data set.
    4. To define additional properties as levels in your dimension, click Add level.
      The order in which you define levels determines the level hierarchy at run time; for example, the first level that you define is the topmost level in the application.
  5. Click Save.
    Note: You cannot change time granularity or dimension settings after you save this rule instance.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us