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Customizing list-based insights

Updated on October 29, 2021
Applicable to Cosmos React and Theme Cosmos applications

Decide what data you want to present in your insights by using intuitive tools that provide options to filter, sort, and group the data. For example, you can filter an insight to include only resolved assignments, so that you can analyze the performance of a whole department. Then, you can group the results by teams to compare their work.

Before you begin: Add the Explore Data page to your application. For more information, see Organizing the main navigation for a portal.
Note: You can add the Explore Data page only if your application uses a Cosmos React or Theme Cosmos in hybrid mode.
  1. In the navigation pane of your application, click Explore Data.
  2. In the Insights section, click the insight that you want to modify.
  3. Customize your insight by performing one of the following actions:
    ChoicesActions
    Filter data
    1. In the upper-right corner of the insight, click Filter.
    2. In the Filter by dialog box, click the Select field list, and then select the specific data that you want to filter.
      For example: Select Date of order
    3. In the list of relational operators, select an operator for your filter, and then specify the details.
    4. If you filter results by dates, click the Compare with icon, and then specify date parts and time periods by which you want to filter results.
      For example: Select Relative date, then click Current day, and then in the Time period and Date part lists, select Current and Week(s) respectively, to display results from the current week only.
    5. Optional: To apply more filters, click the Add icon.
    6. Optional: To define more complex filters, click Advanced mode, and then enter the filter logic.
      For example: If you apply two filters, enter 1 OR 2 to filter data by either of the conditions.
    7. Click Submit.
    Sort data
    1. In the upper-right corner of the insight, click Sort.
    2. In the Sort by dialog box, in the Select field list, select a column that you want to sort.
    3. In the Select list, select the way you want to sort the data.
      For example: Click Descending to display values from highest to lowest.
    4. Optional: To sort more columns, click Add.
    5. Click Submit.
    Group data
    1. In the upper-right corner of the insight, click Group.
    2. In the Group by dialog box, in the Select field list, select how you want to group the insight data.
      For example: Select Create Date/Time, and then select Months, to group data by months.
    3. Optional: To add more grouping conditions, click Add.
      Note: You can group data by multiple properties to drill-down to more specific data.
    4. Click Submit.
For example: The following example presents list-based insight with grouped data by months and days. Thanks to grouping data by multiple properties, you can retrieve more specific information.
List-based insight with grouped data

Tags

Pega Platform 8.7 Reporting

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