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Creating a Visual Business Director data set record


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. Data Set rules - Completing the Create, Save As, or Specialization form

  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.

    You cannot change time granularity or dimension settings after you save this rule instance.

  • Aggregation on the Visual Business Director data set

    Aggregation is an internal feature in the Visual Business Director (VBD) data set to reduce the number of records that the VBD data set needs to store on its partitions. The size of a partition is determined by the time granularity setting that you select when you create a VBD data set instance. When you save the rule instance, you cannot change this setting.

  • Types of Data Set rules

    Learn about the types of data set rules that you can create in Pega Platform.

  • Visual Business Director planner

    The Visual Business Director (VBD) planner is an HTML5 web-based application that helps you assess the success of your business strategy after you modify it. Use the planner to check how a new challenger strategy compares to the existing champion strategy.

  • Configuring the Real Time Data Grid service

    Configure the Real Time Data Grid (RTDG) service to monitor the results of your next-best-action decisions in real time.

  • About Data Set rules

    Data sets define collections of records, allowing you to set up instances that make use of data abstraction to represent data stored in different sources and formats. Depending on the type selected when creating a new instance, data sets represent Visual Business Director (VBD) data sources, data in database tables or data in decision data stores. Through the data management operations for each data set type, you can read, insert and remove records. Data sets are used on their own through data management operations, as part of combined data

  • Data Set rules - Completing the Create, Save As, or Specialization form

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