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Patrick Milin (PatrickM1883)
Sopra Steria
Scrum Master - Certified Senior System Architect
Sopra Steria
FR
PatrickM1883 Member since 2016 13 posts
Sopra Steria
Posted: February 4, 2021
Last activity: February 4, 2021
Posted: 4 Feb 2021 12:28 EST
Last activity: 4 Feb 2021 12:34 EST

Discussion about Charts, Reporting, subtotals and totals

Hello,

I would like to exchange on Charts / Reporting on Pega.

One of the needs expressed by a client, was to display a table like this for Interactions (ICS are pyOrigUserID and CENTRE are pyOrigOrgUnit) :

I had difficulties implementing this kind of result and felt I had to “cheat” to compute subtotals and totals “manually” and display them in a Table control.

To resume, I had to :

  • Implement a RD calling 17 sub-reports to gather all summarized data. No possibilities to use summarize functions on this RD because the results obtained were not conclusive (I raised an SR for this)
  • Implement a data page with an activity to call this RD and compute percentages, subtotals and totals and add subtotals and total lines to the DP results to show those results
  • Implement a table in a section to show the results of the Data page.

 

Can I have your advice on how in Pega this should be implemented “out of the box” ?

  • Only RDs with access to the Report menu for users ?
  • Use of hierarchichal table ? (for which I didn’t find any good documentation / example of implementation)
  • Others ?

 

We will certainly have to implement more of this kind of reports in the future so I want to see if we can go in a better direction that what I did in urgency for those future developments.

Thanks

Pega Customer Service for Healthcare 8.3 Reporting Healthcare and Life Sciences Senior System Architect