Pentaho 5.0 Reporting by Example: Beginner’s Guide


Pentaho 5.0 Reporting by Example: Beginner’s Guide
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Overview
Table of Contents
Author
Support
Sample Chapters
  • Install and configure PRD in Linux and Windows
  • Create complex reports using relational data sources
  • Produce reports with groups, aggregate functions, parameters, graphics, and sparklines
  • Install and configure Pentaho BI Server to execute PRD reports
  • Create and publish your own Java web application with parameterized reports and an interactive user interface

Book Details

Language : English
Paperback : 342 pages [ 235mm x 191mm ]
Release Date : August 2013
ISBN : 1782162240
ISBN 13 : 9781782162247
Author(s) : Mariano García Mattío, Dario R. Bernabeu
Topics and Technologies : All Books, Big Data and Business Intelligence, Beginner's Guides, Open Source

Table of Contents

Preface
Chapter 1: What is Pentaho Report Designer?
Chapter 2: Installation and Configuration
Chapter 3: Start PRD and the User Interface (UI) Layout
Chapter 4: Instant Gratification – Creating Your First Report with PRD
Chapter 5: Adding a Relational Data Source
Chapter 6: Adding Groups
Chapter 7: Adding Parameters
Chapter 8: Using Formulas in Our Reports
Chapter 9: Adding Charts
Chapter 10: Adding Subreports
Chapter 11: Publishing and Running Reports in Pentaho BA Server
Chapter 12: Making a Difference – Reports with Hyperlinks and Sparklines
Chapter 13: Environment Variables, Stylesheets, and Crosstabs
Chapter 14: PRD Reports Embedded in Web Applications
Appendix: Sakila DB Data Dictionary
Index
  • Chapter 1: What is Pentaho Report Designer?
    • Types of reports
    • Main features of Pentaho Report Designer
      • History
    • Examples of typical reports
      • The buyer report
      • The income statement
      • The inventory list
      • Invoice
      • Product Sales
      • Top N Customers
      • HTML actions
    • Summary
    • Chapter 2: Installation and Configuration
      • Configuring the environment
        • System requirements
      • Time for action – installing JDK and configuring the environment variables
      • Time for action – downloading, installing, and configuring PRD
      • Learning the Sakila database
      • Time for action – downloading and installing Sakila DB
        • The Sakila database schema
          • Customer Data
          • Inventory
          • Business
      • Summary
      • Chapter 3: Start PRD and the User Interface (UI) Layout
        • Starting PRD
        • Time for Action – starting PRD and creating a new report
        • PRD layout
          • The Work area
          • Insertable objects
          • Report tree structure
          • Style and Attributes
          • The Data panel
          • The menu bar
          • Shortcuts
          • The tab section
          • Format tools
          • Message section and memory indicator
        • Summary
        • Chapter 4: Instant Gratification – Creating Your First Report with PRD
          • Creating your first report with PRD
          • Time for action – creating a new report and creating a table based on data sets
          • Time for action – configuring the Report Header and Details Header sections
          • Time for action – configuring details
          • The second half of the report
          • Time for action – adding functions
          • Time for action – configuring the Details Footer section
          • Time for action – adding more details
          • Output types
          • Time for action – exporting in different formats
          • Summary
          • Chapter 5: Adding a Relational Data Source
            • Learning about JDBC driver
            • Time for action – configuring drivers
            • Creating a new data set
            • Time for action – creating a new data set
            • Time for action – modifying the header and detail
            • Time for action – modifying the report's footer
            • Aggregation functions
            • Time for action – using functions to configure styles
            • Encoding charset
            • Summary
            • Chapter 6: Adding Groups
              • Starting practice
              • Time for action – modifying the SQL query
              • Time for action – configuring the layout
              • Configuring the Group section
              • Time for action – adding groups
              • Modifying functions
              • Time for action – modifying functions and page breaks
                • Learning more about groups
              • Summary
              • Chapter 7: Adding Parameters
                • Starting practice
                • Time for action – creating a new report
                • Parameters
                • Time for action – adding parameters
                • Time for action – creating nested parameters
                • Summary
                • Chapter 8: Using Formulas in Our Reports
                  • Starting practice
                  • Time for action – making a copy of the previous report
                  • Formulas
                    • Creating formulas
                    • The formula editor
                  • Time for action – creating a new formula
                  • Time for action – styles with formulas
                  • Summary
                  • Chapter 9: Adding Charts
                    • Starting practice
                    • Time for action – creating a new report
                    • Charts
                      • Creating and configuring charts
                      • Types of charts
                        • The bar chart
                        • The line chart
                        • The area chart
                        • The pie chart
                        • The multipie chart
                        • The barline chart
                        • The ring chart
                        • The bubble chart
                        • The scatter-plot chart
                        • The XY bar chart
                        • The XY line chart
                        • The XY area chart
                        • The extended XY line chart
                        • The waterfall chart
                        • The radar chart
                        • The XY area line chart
                    • Restarting practice
                    • Time for action – creating a pie chart
                    • Time for action – creating a bar chart
                      • The relationship between charts and report sections
                  • Summary
                    • Chapter 10: Adding Subreports
                      • Starting practice
                      • Time for action – creating a new report
                      • Subreports
                        • Subreports in PRD
                        • The relation between Reports and Subreports
                        • The relation between sections of the Report and Subreports
                      • Creating and configuring Subreports
                        • Opening and closing Subreports
                      • Restarting practice
                      • Time for action – creating our first Subreport
                      • Time for action – configuring our first Subreport
                      • Time for action – creating and configuring the second Subreport
                      • Summary
                      • Chapter 11: Publishing and Running Reports in Pentaho BA Server
                        • Learning Pentaho
                          • Defining Pentaho
                          • Pentaho components
                          • Principal Pentaho projects
                          • A brief historical review
                        • Principal characteristics of Pentaho
                          • Downloading Pentaho BA Server
                          • System requirements
                        • Time for action – installing and running Pentaho BA Server
                        • General layout of Pentaho User Console
                          • The Home perspective
                          • The Browse Files perspective
                          • The Opened perspective
                          • The Schedules perspective
                          • The Administration perspective
                      • Creating a new solutions folder
                      • Time for action – publishing reports in Pentaho BA Server
                        • Executing reports in Pentaho BA Server
                        • Creating a schedule
                        • Uploading reports
                      • Summary
                        • Chapter 12: Making a Difference – Reports with Hyperlinks and Sparklines
                          • Starting practice
                          • Time for action – configuring the layout
                          • Learning about hyperlinks
                            • Types of hyperlinks in PRD
                            • Interaction between PRD and Pentaho BA Server
                            • Restarting practice
                          • Time for action – creating our first hyperlink
                          • Time for action – hyperlinks in charts
                          • Learning about sparklines
                            • Restarting practice
                          • Time for action – creating our first Sparkline
                          • Summary
                          • Chapter 13: Environment Variables, Stylesheets, and Crosstabs
                            • Learning about environment variables
                              • Environment variables in PRD
                              • Using the environment variables
                              • On practice
                              • Learning CSS
                              • Stylesheets in PRD
                              • The Style Definition Editor
                              • Applying CSS
                            • Starting practice
                            • Time for action – configuring the layout
                            • Time for action – creating and applying our stylesheet
                            • Trying out stylesheets
                              • Learning about crosstabs
                              • Crosstabs in PRD
                              • Using crosstabs
                            • The crosstabs editor
                            • Time for action – configuring the layout
                            • Summary
                            • Chapter 14: PRD Reports Embedded in Web Applications
                              • Tools and technologies we will be using
                                • Learning JEE
                                • Learning Apache Tomcat
                              • Time for action – installing and starting Apache Tomcat
                                • Learning Eclipse and WTP
                              • Time for action – installing and initiating Eclipse WTP
                              • Time for action – creating a new Dynamic Web project
                                • Configuring Eclipse Perspectives
                                • Infrastructure configurations
                              • Time for action – creating a Tomcat instance
                              • Time for action – setting a JNDI/JDBC connection pool
                              • Time for action – configuration of libraries and the PRD report
                                • Code components
                              • Time for action – creating a context Listener
                              • Time for action – creating a web client
                              • Time for action – creating a standalone application
                              • Summary
                              • Appendix: Sakila DB Data Dictionary
                                • The customer table
                                  • The address table
                                  • The city table
                                  • The country table
                                • Inventory
                                  • The film table
                                  • The category table
                                  • The film_category table
                                  • The language table
                                  • The actor table
                                  • The film_actor table
                                  • The inventory table
                                  • The film_text table
                                • Business
                                  • The staff table
                                  • The store table
                                  • The rental table
                                  • The payment table

                                Mariano García Mattío

                                Mariano García Mattío is a systems engineer for the IUA and specialist in distributed systems and services for the Facultad de Matemática Astronomía y Física (Faculty of Mathematics Astronomy and Physics) FaMAF UNC. He is an associate professor of: databases 1, databases 2, and advance database systems at the IUA, school of engineering; database engines at the IUA, school of administration; object-oriented programming paradigm, and distributed systems at the IUA's master in embedded systems. He is the teacher in charge of assignments for applied databases at the UCC. Also, Mariano is the co-director of the research project on new information and communication technologies at the UCC and co-director of the research project on networks monitoring and communication systems at the IUA. He is also a member of the Virtual Laboratories research project at the IUA and co-founder of eGluBI. He is the coordinator of the social network Open BI Network. He specializes in Java SE and Java EE technologies, node.js, administration and design of databases, and OSBI. His blog site is http://jmagm.blogspot.com/.

                                Dario R. Bernabeu

                                Dario R. Bernabeu is a systems engineer at the Instituto Universitario Aeronáutico (University Aeronautic Institute) IUA. He is the co-founder of eGluBI (www.eglubi.com.ar). He specializes in development and implementation of OSBI solutions (Open Source Business Intelligence), project management, analysis of requirements/needs, deployment and configuration of BI solutions, design of data integration processes, data warehouse modelling, design of multidimensional cubes and business models, development of ad hoc reports, advanced reports, interactive analysis, dashboards, and so on. A teacher, researcher, geek, and open source software enthusiast, his most notable publication is "Data Warehousing: Research and Concept Systematization – HEFESTO: Methodology for the Construction of a DW". Being the coordinator of the social network Open BI Network (www.redopenbi.com), he makes many contributions to various forums, wikis, blogs, and so on. You can find his blog site at http://tgx-hefesto.blogspot.com/.
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                                Submit Errata

                                Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


                                Errata

                                - 2 submitted: last submission 19 Mar 2014

                                Errata type: Technical | Page number: 233

                                The content on page 233 is:

                                We add a chart to the Report Header section of our Subreport and configure it as follows: 

                                3.     In the upper part, we choose the chart type pie chart:  

                                In the right-hand part, we configure the data source as follows:

                                ·         value-column = sum_amount

                                ·         series-by-field = [rating]

                                In the left-hand part, we configure the following:

                                ·         label-font = SansSerif-PLAIN-10

                                ·         label-format = {0}: {2}

                                ·         url-formula =

                                =DRILLDOWN("remote-sugar"; "http://localhost:8080/pentaho"; {"SelectRating"; ["chart::key"] | "::pentaho-path"; "/public/Reporting/09_Using_Formulas.prpt"})

                                This formula will be applied to each portion of the pie chart. ["chart::key"] returns the value of the field under analysis in each portion of the pie chart. To create this formula, we can use the assistant that will guide us or we can write it manually.

                                 

                                It should be:

                                3.     We add a chart to the Report Header section of our Subreport and configure it as follows: 

                                In the upper part, we choose the chart type pie chart: . In the right-hand part, we configure the data source as follows:

                                ·         value-column = sum_amount

                                ·         series-by-field = [rating]

                                In the left-hand part, we configure the following:

                                ·         label-font = SansSerif-PLAIN-10

                                ·         label-format = {0}: {2}

                                ·         url-formula =

                                =DRILLDOWN("remote-sugar"; "http://localhost:8080/pentaho"; {"SelectRating"; ["chart::key"] | "::pentaho-path"; "/public/Reporting/09_Using_Formulas.prpt"})

                                This formula will be applied to each portion of the pie chart. ["chart::key"] returns the value of the field under analysis in each portion of the pie chart. To create this formula, we can use the assistant that will guide us or we can write it manually.

                                Errata type: Technical | Page number: 255

                                Under the Time for action – configuring the layout section the following steps should be performed before step 2 to create a cross tab:

                                1) To enable cross tab feature please select Edit | Preferences... | Enable experimental features.
                                2) Create Data Set for cross tab.
                                3) Add cross tab by right-clickinmg on Master Report and select Add Crosstab Group.

                                Sample chapters

                                You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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                                What you will learn from this book

                                • Download, configure, and install Pentaho Report Designer
                                • Create your own data sources or insertable objects that can use them
                                • Produce reports with different hierarchical levels and create aggregate functions to calculate totals and sub-totals
                                • Use parameters in your reports to enable the user to interact directly with your report
                                • Generate your own sub-reports and add graphics and sparklines
                                • Create reports with the capacity to drill down
                                • Publish and execute your reports on the Pentaho BI Server
                                • Produce reports that use session variables such as user, role, to vary their content
                                • Develop your own Java web application to execute your reports.

                                In Detail

                                Open source reporting tools and techniques, such as PRD, have been comparable in quality to their commercial counterparts this is largely due to the market's marked tendency to choose open source solutions. PRD is a very powerful tool and in order to take full advantage of it you need to pay attention to the important details.

                                Pentaho 5.0 Reporting by Example: Beginner’s Guide clearly explains the the foundation and then puts those concepts into practice through step-by-step visual guides. Feeling confident with your newly discovered, desirable, skill you will have the power to create your very own professional reports including graphics, formulas, sub-reports and many other forms of data reporting.

                                Pentaho 5.0 Reporting By Example: Beginner’s Guide is a step-by-step guide to create high quality, professional reports. Starting with the basics we will explore each feature to ensure a thorough understanding to peel back the curtain and take full advantage of the power that Pentaho puts at our fingertips.

                                This book gives you the necessary resources to create a great variety of reports. You will be able to make reports that contain sub-reports, include graphics, sparklines and so on. You will also be able to parameterize your reports so that the final user can decide what information to visualize. You will be able to create your own stoplight type indicators and drill down in your reports. and execute your reports from your own web application.

                                Pentaho 5.0 Reporting By Example: Beginner’s Guide lets you learn everything necessary to work seriously with one of the world’s most popular open source reporting tools. This book will guide you chapter by chapter through examples, graphics, and theoretical explanations so that you feel comfortable interacting with Pentaho Report Designer and creating your own reports.

                                Approach

                                Written in a friendly, example driven Beginner’s Guide format, there are plenty of step-by-step instructions to get you started fast!

                                Who this book is for

                                Pentaho 5.0 By Example: Beginner's Guide is the ideal companion for a wide-variety of developers. Whether you are new to the world of Business Intelligence reporting, or an experienced BI analyst, this book will guide you through the creation of your first reports in Pentaho. We assume some knowledge of the SQL language and database systems.

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