Report Viewer provides simplified user experience
Valid from Pega Version 7.1.7
In the Report Viewer, improvements simplify the user experience when working with reports. Column headers display initial sort order and type, and you can hover over a column header to display and use its context menu, which includes options for ad-hoc sorting and filtering. Developers can specify various pagination modes and set an option to keep the header in view while users scroll through the report.
For more information, see Report Viewer.
Enhanced BIX file naming
Valid from Pega Version 7.1.7
To help clarify file names, BIX extract output files and manifest files can now contain parameters. Parameters can include the rule name, the extract's run time and date, and a unique run sequence number. Special characters such as spaces, hyphens, or number signs (#) in the output or manifest file name are converted to underscores. In addition, the pxExtractIdentifier and pxExtractDateTime columns have been added to the .csv output file.
For more information, see Extracting data with BIX and Extract rules - completing the File Specification tab.
Enhanced chart control improves displaying data as a chart
Valid from Pega Version 7.1.7
The renewed chart control has an improved properties panel and provides HTML5-compliant pie, column, bar, area, line, and gauge charts. The chart source can be a report definition, a clipboard page, or a data page. You can customize basic and threshold colors, borders, line widths, labels, and other chart elements. A preview on the property panel instantly displays the effects on the chart of property changes you make.
For more information, see Harness and section forms - Adding a chart.
HTML5-compliant chart types
Chart drilldown capabilities extended to dashboard widgets
Valid from Pega Version 7.3
When the chart for a report is displayed in a dashboard widget, you now can click any part of the chart to drill down and view the subset of data for that part. This enhancement provides you with an accurate view of the data that determines the report results. Previously, this capability was provided only in the Report Viewer.
Enhancements to exporting report results to Excel
Valid from Pega Version 7.3
When you export report results to Excel, the .xlsx file that the export process generates is smaller, opens faster, and no longer displays a security warning when you open it. Excel handles more of the formatting, and DateTime, Date, TimeOfDay, and Numeric properties are exported in a format that Excel recognizes. In addition, columns have sorting and filtering enabled by default.
These enhancements are enabled by default and provide improvements to performance and memory usage, especially with large data sets. You can disable this new default behavior by modifying the pyEnableExportToAdvancedExcelFormat when rule. For more information, see Disabling the default functionality for exporting reports to Excel.
Improved data security for BIX extracts for Pega Cloud customers
Valid from Pega Version 7.3
Data security is improved for BIX extracts in the Pega Cloud. BIX extracts are now processed through the use of a HIPAA-compliant system. As a result of this improvement, the method for obtaining BIX extracts has changed. For more information, see Process for obtaining BIX extracts has changed for Pega Cloud customers.