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         Pentaho BootCamp

      Using the Pentaho Reporting Tools

                Wildan Maulana
         wildan.m@openthinklabs.com


       http://workshop.openthinklabs.com
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
Reporting Architecture
Web-Based Reporting
Web Ad Hoc Query and Reporting Client (WAQR)
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
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 collection
         of XML files that define the report. The layout.xml file contains all the
         layout information, whereas the *-ds.xml files contain the query definitions.
         Beware that when a plain JDBC connection is used, passwords are stored as
         plain text. It’s better to use JNDI connections and let the server handle the
         security definitions.
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.
Report Structure
                  Page Header

                                      Report Header
                                                          No Data

                                         Group Header
Report Elements
                                                         Watermark

                                       Group Footer


                                         Report Footer

                       Details Body
                                          Page Footer
Report Elements
No   Element        Description
1    label          Most basic element for adding static text and column labels
                    to a report. Contains a labels-for Wizard to easily create
                    column headers.
2    text-field     Displays text values from a data set.
3    number-field   Displays numeric values from a data set. Contains format
                    attributes specific to numeric fields.
4    date-field     Displays date values from a data set. Contains format
                    attributes specific to date fields.
5    message-       Most advanced dynamic data field. Can contain combined
     field          text, field references and functions in a single cell and allows
                    for formatting the data at the same time. For example:
                    Customer: $(firstname) $(lastname) member
                    since: $(date_registered,date,MM/dd/yyyy)
6    resource-      Based on a resource file, PRD can translate label texts in
     label          other languages.
7    resource-field Based on a resource file, PRD can translate field content in
                    other languages.
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   ellipse
                     Inserts an ellipse.

11   rectangle       Inserts a rectangle.

12   horizontal-     Inserts a horizontal line.
     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 via
                     attributes.)
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 by
                             digital readers.
17   bar-sparkline
                             A 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 be
                             used to create traffic light indicators in a management
                             summary.

21   band                    Can be used to group and format different elements.
22   externalelement-field
                             Can be used to load external sub-reports from an URL or
                             path.
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
Creating SQL Queries Using JDBC
●   Data → Add Data Source → JDBC
                                    SQL Query Designer




          Click this pencil icon
      to open SQL Query Designer
JDBC Query Results
Creating Metadata Queries
Example Data Set
Adding and Using Parameters
Layout and Formatting




        TODO
Alternate Row Colors: Row Banding




              TODO
Grouping and Summarizing Data




            TODO
Reference
●   Pentaho Solutions: Business Intelligence and
    Data Warehousing with Pentaho and MySQL;
    Roland Bouman, Jos Van Dongen, Wiley
Q&A

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Pentaho BootCamp : Using the Pentaho Reporting Tools

  • 1. #18 Pentaho BootCamp Using the Pentaho Reporting Tools Wildan Maulana wildan.m@openthinklabs.com http://workshop.openthinklabs.com
  • 2. 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
  • 4. Web-Based Reporting Web Ad Hoc Query and Reporting Client (WAQR)
  • 5. 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
  • 6. 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 collection of XML files that define the report. The layout.xml file contains all the layout information, whereas the *-ds.xml files contain the query definitions. Beware that when a plain JDBC connection is used, passwords are stored as plain text. It’s better to use JNDI connections and let the server handle the security definitions.
  • 7. 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.
  • 8. Report Structure Page Header Report Header No Data Group Header Report Elements Watermark Group Footer Report Footer Details Body Page Footer
  • 9. Report Elements No Element Description 1 label Most basic element for adding static text and column labels to a report. Contains a labels-for Wizard to easily create column headers. 2 text-field Displays text values from a data set. 3 number-field Displays numeric values from a data set. Contains format attributes specific to numeric fields. 4 date-field Displays date values from a data set. Contains format attributes specific to date fields. 5 message- Most advanced dynamic data field. Can contain combined field text, field references and functions in a single cell and allows for formatting the data at the same time. For example: Customer: $(firstname) $(lastname) member since: $(date_registered,date,MM/dd/yyyy) 6 resource- Based on a resource file, PRD can translate label texts in label other languages. 7 resource-field Based on a resource file, PRD can translate field content in other languages.
  • 10. 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 ellipse Inserts an ellipse. 11 rectangle Inserts a rectangle. 12 horizontal- Inserts a horizontal line. 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 via attributes.)
  • 11. 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 by digital readers. 17 bar-sparkline A 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 be used to create traffic light indicators in a management summary. 21 band Can be used to group and format different elements. 22 externalelement-field Can be used to load external sub-reports from an URL or path.
  • 12. 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
  • 13. Creating SQL Queries Using JDBC ● Data → Add Data Source → JDBC SQL Query Designer Click this pencil icon to open SQL Query Designer
  • 17. Adding and Using Parameters
  • 19. Alternate Row Colors: Row Banding TODO
  • 21. Reference ● Pentaho Solutions: Business Intelligence and Data Warehousing with Pentaho and MySQL; Roland Bouman, Jos Van Dongen, Wiley
  • 22. Q&A