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Associations

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By default, reports include data from one class only. You can extend the scope of reports by establishing a relationship between multiple classes based on matching values in pairs of properties. You can use the association rules by referencing specific data from other classes to make your reports more comprehensive.

In reports that include associations, you can include properties from classes that are referenced in the association. For example, an application for claims stores customer information in the OSP-Data-Customer class, whereas the OSP-Claims-Requests class holds data about customer claims. You can create a report that includes data from both classes by creating an association rule.

Association types

Pega Platform provides users with simple and advanced associations. Use simple associations for joining two classes, and apply advanced associations when you want to specify multiple join conditions. You can reuse each association rule among multiple reports.

  • Creating simple associations between classes

    Save time and create more comprehensive reports by creating relationships between classes based on their matching properties. For example, you can associate a department name with the department budget, and then include the association in your financial report.

  • Text File rules - Completing the Create, Save As, or Specialization form
  • Creating advanced associations between classes

    Improve the functionality of the class association feature by providing users with advanced options for creating complex associations between classes. For example, you can associate two classes whose properties do not share a common value by joining them with a separate class to fetch the data from all three classes.

  • Referencing association rules in a report

    Make your reports more comprehensive by automatically including data from multiple classes at once. For example, you can reference the user identification number with the list of tasks assigned to that user to improve the performance analysis of that user.

  • Viewing associations that are available for reporting

    Understand the fields that you can use for reports by viewing the associations in your application. Use the Visual Data Model to view how simple associations defined in your application relate to the different classes of your application.

  • Creating class joins in reports

    Extend the scope of your report by displaying data from various classes. For example, if your report about insurance policies applies to the Work- class, you can include specific data from different classes by joining the classes together.

  • Using join filters to combine data in reports

    Save time and enhance the process of creating reports by referencing data from other reports. You can use another report as a filter to include or exclude specific data in your report.

  • Using aggregation to combine data in reports

    Manage reports that use complex logic by including aggregated data from other reports. In your main report, you can use aggregate functions, such as Is equal or Is less than, to include specific data from other reports.

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