Insights 08: Create Dashboards
by After we have created Insights visualizations, the next step is to create a dashboard using those visualizations.
I’ll demonstrate creating two simple dashboards
Insights 07: Metric Visualizations
Build Insights Metric Visualizations: Put a Number Tile on your dashboard!
Metrics show a quick Count, Sum, average or other simple KPI data.
Insights 06: Migrate Insights Objects
Use Insight’s Saved Objects utility to migrate and backup your Insights objects.
PeopleSoft Planned Features & Enhancements (Spring 2026)
PeopleSoft Released the “Planned Features and Enhancements” today. Looks like we’re getting some cool tools!
Insights 05: Index Patterns
In PeopleSoft Insights, an Index Pattern tells OpenSearch Dashboards which data indexes you want to work with. It’s also where you can format how data fields are displayed, and create scripted fields for calculated values
PeopleSoft HCM PUM54 OCI Insights Fails
The Insights server in the OCI Marketplace HCM PUM54 image fails due to a bad parameter in the opensearch-dashboards.service file
Insights 04: Extract Data to Insights
Scheduling Search Indexes moves our data from PeopleSoft to OpenSearch. Once OpenSearch has ingested that data, we can then use it in our Visualizations.
Insights 02: Data & Query
Part 2 of our PeopleSoft Insights Series
How to create a PSQuery to Extract Insights Data.
Insights 01: Terms
Your team needs common, concise terms when designing Insights Dashboards. Calling everything a “widget” creates misunderstandings and slows progress.
This post is a dictionary and reference of proper terms when working with PeopleSoft Insights Dashboards