pentaho bootcamp : using the pentaho reporting tools

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Pentaho BootCamp Using the Pentaho Reporting Tools Wildan Maulana [email protected] http://workshop.openthinklabs.com #18

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Page 1: Pentaho BootCamp : Using the Pentaho Reporting Tools

Pentaho BootCamp

Using the Pentaho Reporting Tools

Wildan [email protected]

http://workshop.openthinklabs.com

#18

Page 2: Pentaho BootCamp : Using the Pentaho Reporting Tools

On The Field

● 75 to 80 % , use for Report● 15 to 20%, use for analytical tools for OLAP● 0 to 5% work with data mining tools● 0 to 5% using dashboard but it's changing up

rapidly

Page 3: Pentaho BootCamp : Using the Pentaho Reporting Tools

Reporting Architecture

Page 4: Pentaho BootCamp : Using the Pentaho Reporting Tools

Web-Based ReportingWeb Ad Hoc Query and Reporting Client (WAQR)

Page 5: Pentaho BootCamp : Using the Pentaho Reporting Tools

Practical Uses of WAQR

● Export Data● Quickstart Report

Tips

We can change the report template in the following folders : pentaho-solutions/system/waqr/templates

More Info : http://wiki.pentaho.com/display/ServerDoc1x/Adhoc+Reporting+Templates

Page 6: Pentaho BootCamp : Using the Pentaho Reporting Tools

Pentaho Report Designer

● There are two type of report writers :● Banded (divide a report in one or more groups of

data where report elements can be placed) → PRD ● Flow oriented (allow for a more free-format

placement of elements on a page)

PRD REPORT FILES

A PRD report is stored as a .prpt bundle file. This bundle contains a collectionof XML files that define the report. The layout.xml file contains all thelayout information, whereas the *-ds.xml files contain the query definitions.Beware that when a plain JDBC connection is used, passwords are stored asplain text. It’s better to use JNDI connections and let the server handle thesecurity definitions.

Page 7: Pentaho BootCamp : Using the Pentaho Reporting Tools

The PRD Screen

Two ways of building a new report :

• The New option (or Blank Report in the Welcome screen) creates a new, empty report for you.• The Report Wizard takes you through the four steps needed to create a complete report.

Page 8: Pentaho BootCamp : Using the Pentaho Reporting Tools

Report Structure

Page Header

Page Footer

Report Header

Report Footer

Group Header

Group Footer

Details Body

No Data

WatermarkReport Elements

Page 9: Pentaho BootCamp : Using the Pentaho Reporting Tools

Report Elements

No Element Description

1 label Most basic element for adding static text and column labelsto a report. Contains a labels-for Wizard to easily createcolumn headers.

2 text-field Displays text values from a data set.

3 number-field Displays numeric values from a data set. Contains formatattributes specific to numeric fields.

4 date-field Displays date values from a data set. Contains formatattributes specific to date fields.

5 message-field

Most advanced dynamic data field. Can contain combinedtext, field references and functions in a single cell and allowsfor formatting the data at the same time. For example:Customer: $(firstname) $(lastname) membersince: $(date_registered,date,MM/dd/yyyy)

6 resource-label

Based on a resource file, PRD can translate label texts inother languages.

7 resource-field Based on a resource file, PRD can translate field content inother languages.

Page 10: Pentaho BootCamp : Using the Pentaho Reporting Tools

Report Elements

No Element Description

8 content-field Displays image fields from a data set.

9 image Displays an image from both a local resource or a URL.

10 ellipseInserts an ellipse.

11 rectangle Inserts a rectangle.

12 horizontal-line

Inserts a horizontal line.

13 vertical-line Inserts a vertical line.

14 survey-scale A mini-chart displaying survey results in a scale from 1 to 5.(This is configurable. The actual range is defined viaattributes.)

Page 11: Pentaho BootCamp : Using the Pentaho Reporting Tools

Report Elements

No Element Description

15 chart Inserts a chart, which can be edited by the Chart editor.

16 simple-barcodes Translates the field content in a barcode that can be read bydigital readers.

17 bar-sparklineA mini bar chart to be used inline.

18 line-sparkline A mini line chart to be used inline.

20 pie-sparkline A mini pie chart to be used inline. This field type can also beused to create traffic light indicators in a managementsummary.

21 band Can be used to group and format different elements.

22 externalelement-fieldCan be used to load external sub-reports from an URL orpath.

Page 12: Pentaho BootCamp : Using the Pentaho Reporting Tools

Creating Data Sets● The are three way to create data source :

● Using the Add Data Source option from the Data menu option

● Right-clicking the DataSets icon in the Data tab on the right of the screen

● Click on the database icon in the Data tab directly

Page 13: Pentaho BootCamp : Using the Pentaho Reporting Tools

Creating SQL Queries Using JDBC

● Data → Add Data Source → JDBC

SQL Query Designer

Click this pencil icon to open SQL Query Designer

Page 14: Pentaho BootCamp : Using the Pentaho Reporting Tools

JDBC Query Results

Page 15: Pentaho BootCamp : Using the Pentaho Reporting Tools

Creating Metadata Queries

Page 16: Pentaho BootCamp : Using the Pentaho Reporting Tools

Example Data Set

Page 17: Pentaho BootCamp : Using the Pentaho Reporting Tools

Adding and Using Parameters

Page 18: Pentaho BootCamp : Using the Pentaho Reporting Tools

Layout and Formatting

TODO

Page 19: Pentaho BootCamp : Using the Pentaho Reporting Tools

Alternate Row Colors: Row Banding

TODO

Page 20: Pentaho BootCamp : Using the Pentaho Reporting Tools

Grouping and Summarizing Data

TODO

Page 21: Pentaho BootCamp : Using the Pentaho Reporting Tools

Reference

● Pentaho Solutions: Business Intelligence and Data Warehousing with Pentaho and MySQL; Roland Bouman, Jos Van Dongen, Wiley

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Q & A