Pentaho Business Analytics Cookbook


Pentaho Business Analytics Cookbook
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Overview
Table of Contents
Author
Support
Sample Chapters
  • Gain insight into developing reports, cubes, and data visualizations quickly with Pentaho
  • Provides an overview of Pentaho’s mobile features
  • Improve your knowledge of Pentaho User Console including tips on how to extend and customize it

Book Details

Language : English
Paperback : 392 pages [ 235mm x 191mm ]
Release Date : June 2014
ISBN : 178328935X
ISBN 13 : 9781783289356
Author(s) : Sergio Ramazzina
Topics and Technologies : All Books, Big Data and Business Intelligence, Cookbooks, Open Source


Table of Contents

Preface
Chapter 1: Getting Familiar with Pentaho User Console
Chapter 2: Configuring Your BA Server Instance
Chapter 3: Defining BA Server Data Sources
Chapter 4: Defining Business Models with the Pentaho Metadata Editor
Chapter 5: Creating Reports Using Pentaho Interactive Reporting
Chapter 6: Creating Analysis Reports
Chapter 7: Creating Reports Using Pentaho Report Designer
Chapter 8: Creating Dashboards
Chapter 9: Scheduling Content
Chapter 10: Working with Pentaho Mobile BI
Chapter 11: Customizing Pentaho BA to Meet Your Business Needs
Index
  • Chapter 1: Getting Familiar with Pentaho User Console
    • Introduction
    • Adding content to favorites
    • Accessing a solution's folders and files
    • Creating a new solution folder
    • Renaming a solution's folder
    • Moving a folder to Trash
    • Showing basic folder properties
    • Changing a folder's permissions
    • Renaming a file in a folder
    • Showing a basic file's properties
    • Changing a file's permissions
    • Moving a file to Trash
    • Moving a file to a different folder
    • Restoring content items from Trash
    • Permanently deleting content from Trash
    • Uploading content to a solution folder
  • Chapter 2: Configuring Your BA Server Instance
    • Introduction
    • Accessing the Administration perspective
    • Creating a new user
    • Deleting an existing user
    • Editing an existing user
    • Creating a new role
    • Deleting an existing role
    • Editing an existing role
    • Managing system roles
    • Configuring authentication through the LDAP server (EE version)
    • Configuring authentication through the LDAP server (CE version)
    • Managing the mail server configuration
    • Cleaning up aged generated files immediately
    • Scheduling the cleanup of aged generated files
  • Chapter 3: Defining BA Server Data Sources
    • Introduction
    • Creating a new native JDBC data source
    • Defining a JNDI connection in the BA Server
    • Creating a new JNDI JDBC data source
    • Updating an existing JDBC data source
    • Creating a new analysis data source
    • Updating an existing analysis data source
    • Creating a new metadata data source
    • Exporting an existing data source
    • Creating a new data source from a CSV file using the wizard
    • Deleting an existing data source
  • Chapter 4: Defining Business Models with the Pentaho Metadata Editor
    • Introduction
    • Using a JNDI connection for development
    • Managing JDBC database connections
    • Defining the physical layer
    • Defining concepts
    • Reviewing physical layer tables' columns
    • Deriving business models from the physical layer
    • Reviewing business tables' column properties
    • Applying formatting properties to business tables' fields
    • Adding new calculated columns to model entities
    • Defining joins between business tables' entities
    • Creating business view categories
    • Testing metadata layer results
    • Applying security to the domain model elements
    • Publishing metadata definitions to BA Server
  • Chapter 5: Creating Reports Using Pentaho Interactive Reporting
    • Introduction
    • Creating a simple interactive report
    • Editing an existing report
    • Adding groups and totals to reports
    • Changing the labels in an interactive report
    • Reorganizing table columns
    • Adding filters to limit a report's output
    • Adding prompts to get user input
    • Exporting reports in the Excel or PDF format
  • Chapter 6: Creating Analysis Reports
    • Introduction
    • Creating and publishing a Mondrian schema
    • Creating a new analysis report from scratch
    • Adding subtotals to rows' categories
    • Adding graphical indicators to table's cells
    • Changing the columns' sort order
    • Adding a simple calculated measure
    • Creating visualizations with Pentaho Analyzer
    • Exporting reports in the Excel or PDF format
    • Creating an analysis report using Saiku
  • Chapter 7: Creating Reports Using Pentaho Report Designer
    • Introduction
    • Configuring JNDI connections for development
    • Managing JDBC connections
    • Managing ETL connections
    • Using layouts to simplify report development
    • Using style sheets to consistently manage fields' formats
    • Changing field properties at runtime with formulas
    • Using input parameters
    • Using groups to define report aggregations
    • Using functions to add calculated fields
    • Using subreports to embed content
    • Embedding microcharts in reports with sparklines
    • Adding charts to our report
  • Chapter 8: Creating Dashboards
    • Introduction
    • Creating a simple dashboard from scratch
    • Adding prompts to get user input
    • Creating a multiple-content dashboard
    • Linking different content and enabling interaction
    • Creating dashboards using CDE
  • Chapter 9: Scheduling Content
    • Introduction
    • Scheduling task execution
    • Updating schedule properties
    • Deleting schedules
    • Executing a scheduled task ahead of time
    • Filtering schedules in the schedule entries list
    • Running a user's tasks in the background
    • Checking schedule execution
    • Stopping running executions
    • Preventing the creation of schedules by content
    • Preventing the creation of schedules by setting blockout time intervals
  • Chapter 11: Customizing Pentaho BA to Meet Your Business Needs
    • Introduction
    • Adding a company's logo to the Pentaho User Console login page
    • Using themes to customize Pentaho User Console
    • Adding new languages to Pentaho User Console
    • Checking Pentaho BA Server logs from inside of Pentaho User Console
    • Easily managing content in Pentaho Solution

Sergio Ramazzina

Sergio Ramazzina is an experienced software architect/trainer with more than 25 years of experience in the IT field. He has worked on a broad number of projects for banks and major Italian companies and has designed complex enterprise solutions in Java, JavaEE, and Ruby. He started using Pentaho products from the very beginning in late 2003. He gained thorough experience by deploying Pentaho as an open source BI solution, standalone or deeply integrated in other applications as the analytical engine of choice.

In 2009, due to his experience in the Java/JavaEE world and appreciation for the open source world and its main ideas, he began participating actively as a contributor to some of the Pentaho projects such as JPivot, Saiku, CDF, and CDA and rose to the Pentaho Active Contributor level. At that time, he started participating as a BI architect and Pentaho expert on a wide number of projects where open source BI and Pentaho were the main players. In late 2010, he founded Serasoft, a young Italian consulting firm that specializes in delivering high value open source Business Intelligence solutions. With the team in Serasoft, he shared his passion and experience in designing and delivering highly innovative enterprise solutions to help users make their work more effective. In July 2013, he published his first book, Instant Pentaho Data Integration Kitchen, Packt Publishing. He is also passionate about skiing, tennis, and photography, and he loves his young daughter, Camilla, very much.

You can follow him on Twitter at @sramazzina. You can also look at his profile on LinkedIn at http://it.linkedin.com/in/sramazzina/.

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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

  • Familiarize you with the Pentaho User Console along with user and administrative tasks
  • Define data sources and get data from any Pentaho source
  • Build analysis easily with OLAP and the Pentaho Analyzer
  • Look into Pentaho Mobile App and see how easy it is to use the platform from a mobile device
  • Design complex but effective reports with Pentaho Report Designer
  • Hack the platform to customize the look and feel of the portal, add new functionalities, and integrate third-party web applications

In Detail

Pentaho Business Analytics 5 is a complete open source business intelligence suite, providing data integration, OLAP, reporting, data visualization, and data mining features.  Pentaho Business Analytics Cookbook provides you with a valuable and detailed set of recipes that illustrate all the features of Pentaho Business Analytics 5, the new version of the popular BI platform. The book provides clear illustrations and simple examples, helping you learn the core topics visually.

Approach

This practical guide contains a wide variety of recipes, taking you through all the topics you need to quickly familiarize yourself with Pentaho and extend your Pentaho skillset.

Who this book is for

If you are involved in daily activities using Pentaho Business Analytics platform, this is the book for you. It is a good companion to get you quickly acquainted with everything you need to increase your productivity with the platform. We assume basic familiarity with Pentaho, data warehouse design and SQL, HTML, and XML.

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