Scribd
Upload
46 views4 pages

Pega Reportng

The document provides a comprehensive guide on Pega reporting, covering simple, complex, and scenario-based questions related to handling large datasets. It includes best practices for optimizing performance, such as using filters, indexing, and pagination, as well as alternative approaches for data aggregation and joining. Specific scenarios illustrate how to create report definitions, manage data joins, and export large reports effectively.

Uploaded by

asksagaram
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
46 views4 pages

Pega Reportng

The document provides a comprehensive guide on Pega reporting, covering simple, complex, and scenario-based questions related to handling large datasets. It includes best practices for optimizing performance, such as using filters, indexing, and pagination, as well as alternative approaches for data aggregation and joining. Specific scenarios illustrate how to create report definitions, manage data joins, and export large reports effectively.

Uploaded by

asksagaram
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 4

Here’s a comprehensive set of simple, complex, and scenario-based questions

with answers related to Pega reporting, focusing on handling millions of data


records, including aggregations, joins, and associations. Alternative approaches
are provided where applicable.

Simple Questions
1. What is a Report Definition in Pega?
Answer:
A Report Definition is a Pega rule used to fetch and display data from the
database in a tabular format. It supports filtering, sorting, grouping, and
aggregation.

2. How do you create a Report Definition?


Answer:

○ Navigate to Records > Report > Report Definition.


○ Define the class, add columns (properties), and configure filters.
○ Save and test the report.
3. What is Aggregation in Pega Reporting?
Answer:
Aggregation performs calculations on data fields (e.g., SUM, AVG, COUNT) to
generate summarized results, such as total sales or average revenue.

4. What is an Association in Pega Reporting?


Answer:
An Association is a reusable relationship between two classes, defined in the
data model, that can be leveraged in Report Definitions for joining related
data.

Complex Questions
5. How do you join two tables in a Report Definition in Pega?
Answer:
Use the Class Join feature in the Report Definition to define a join between
the primary class and a related class.

6. How do you optimize performance when fetching millions of records


in Pega reports?
Answer:

○ Apply filters early to reduce the data set size.


○ Index frequently queried columns to speed up searches.
○ Use aggregations and grouping at the database level instead of client-
side calculations.
7. Alternative Approach:

○ Use pagination to fetch records in chunks.


○ Break the report into smaller, modular sub-reports if applicable.

Scenario-Based Questions
Scenario 1: Aggregating Customer Orders

Scenario:
A retailer wants to generate a report that summarizes the total order value (SUM),
average order value (AVG), and number of orders (COUNT) for each customer.

Solution:

1. Create a Report Definition in the Orders class.


2. Add the following fields:
○ Customer ID (Group By).
○ Order Value (SUM).
○ Order Value (AVG).
○ Order ID (COUNT).
3. Enable Group Results and configure the aggregations in the column
settings.

Alternative Approach:

● Use SQL Functions via Custom SQL Reports for more complex
aggregation logic.
● Export data to an external data warehouse (e.g., Snowflake) for advanced
aggregation.

Scenario 2: Joining Customer and Order Data

Scenario:
You need to create a report that displays customer details along with their most
recent order date.

Solution:

1. Using Class Join:

○ Create a Report Definition in the Customer class.


○ Add a Class Join to the Orders class using the CustomerID property.
○ Display the OrderDate column and use the MAX function to get the
most recent order date.
2. Alternative Approach (Sub-Report):

○ Create a sub-report in the Orders class to fetch the most recent order
date (OrderDate with MAX).
○ Embed this sub-report in the main Customer report using a Join
Condition.

Scenario 3: Filtering Large Datasets

Scenario:
An insurance company needs to generate a report of all claims over $10,000 within
the last year, grouped by claim type.

Solution:

1. Create a Report Definition in the Claims class.


2. Add filters for:
○ Claim Amount > 10,000.
○ Claim Date > Last Year.
3. Group results by Claim Type and aggregate the Total Claim Amount (SUM)
for each group.

Alternative Approach:

● Use a Data Flow to process and filter claims, then output the results into a
reporting data set for faster query performance.
● Archive older claims to a separate table to reduce the size of the queried
dataset.

Scenario 4: Joining with an External Data Source

Scenario:
A telecom company wants to generate a report showing customer details and their
current subscription status, stored in an external database.

Solution:

1. Using Data Page as a Source:

○ Configure a Data Page to fetch subscription data from the external


database using a REST/SQL connector.
○ Create a Report Definition in the Customer class.
○ Use the Data Page as a calculated property to display the
subscription status.
2. Alternative Approach (External Database Table):

○ Create a Database Table Mapping for the external subscription table


in Pega.
○ Use a Class Join in the Report Definition to join the Customer class
with the external subscription class.

Scenario 5: Exporting Large Reports

Scenario:
A financial institution needs to export a report containing millions of transaction
records for auditing purposes.

Solution:

1. Batch Processing:

○ Use BIX (Business Intelligence Exchange) to extract the report


data in manageable chunks and export it as a CSV or XML file.
2. Alternative Approach:

○ Create a Data Flow to write the report data into a staging table or file
repository and schedule exports using Queue Processors.

Key Best Practices for Reporting on Large Data Sets


1. Index Columns: Ensure indexed columns for frequently filtered or joined
fields to improve database query performance.
2. Pagination: Enable pagination to load records in smaller batches, reducing
memory usage.
3. Optimize Filters: Apply filters as early as possible to reduce data size
before grouping or joining.
4. Avoid Nested Joins: Use sub-reports instead of nested joins when working
with multiple classes.
5. Schedule Reports: For large datasets, schedule reports to run during off-
peak hours and deliver results asynchronously.

Schedule Reports in Pega 23.2 is in AppStudio and Explore Data

You might also like