Pentaho 5.0 Reporting by Example: Beginner’s Guide

Learn to use the power of Pentaho for Business Intelligence reporting in a series of simple, logical stages. From installation in Windows or Linux right through to publishing your own Java web application, it’s all here.

Pentaho 5.0 Reporting by Example: Beginner’s Guide

Beginner's Guide
Mariano García Mattío, Dario R. Bernabeu

Learn to use the power of Pentaho for Business Intelligence reporting in a series of simple, logical stages. From installation in Windows or Linux right through to publishing your own Java web application, it’s all here.
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Book Details

ISBN 139781782162247
Paperback342 pages

About This Book

  • 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

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.

Table of Contents

Chapter 1: What is Pentaho Report Designer?
Types of reports
Main features of Pentaho Report Designer
Examples of typical reports
Summary
Chapter 2: Installation and Configuration
Configuring the environment
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
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
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
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
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
Restarting practice
Time for action – creating a pie chart
Time for action – creating a bar chart
Summary
Chapter 10: Adding Subreports
Starting practice
Time for action – creating a new report
Subreports
Creating and configuring 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
Principal characteristics of Pentaho
Time for action – installing and running Pentaho BA Server
General layout of Pentaho User Console
Creating a new solutions folder
Time for action – publishing reports in Pentaho BA Server
Summary
Chapter 12: Making a Difference – Reports with Hyperlinks and Sparklines
Starting practice
Time for action – configuring the layout
Learning about hyperlinks
Time for action – creating our first hyperlink
Time for action – hyperlinks in charts
Learning about sparklines
Time for action – creating our first sparkline
Summary
Chapter 13: Environment Variables, Stylesheets, and Crosstabs
Learning about environment variables
Starting practice
Time for action – configuring the layout
Time for action – creating and applying our stylesheet
Trying out stylesheets
Crosstabs editor
Time for action – configuring the layout
Summary
Chapter 14: PRD Reports Embedded in Web Applications
Tools and technologies we will be using
Time for action – installing and starting Apache Tomcat
Time for action – installing and initiating Eclipse WTP
Time for action – creating a new Dynamic Web project
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
Time for action – creating a context Listener
Time for action – creating a web client
Time for action – creating a standalone application
Summary

What You Will Learn

  • 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.

Authors

Table of Contents

Chapter 1: What is Pentaho Report Designer?
Types of reports
Main features of Pentaho Report Designer
Examples of typical reports
Summary
Chapter 2: Installation and Configuration
Configuring the environment
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
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
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
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
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
Restarting practice
Time for action – creating a pie chart
Time for action – creating a bar chart
Summary
Chapter 10: Adding Subreports
Starting practice
Time for action – creating a new report
Subreports
Creating and configuring 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
Principal characteristics of Pentaho
Time for action – installing and running Pentaho BA Server
General layout of Pentaho User Console
Creating a new solutions folder
Time for action – publishing reports in Pentaho BA Server
Summary
Chapter 12: Making a Difference – Reports with Hyperlinks and Sparklines
Starting practice
Time for action – configuring the layout
Learning about hyperlinks
Time for action – creating our first hyperlink
Time for action – hyperlinks in charts
Learning about sparklines
Time for action – creating our first sparkline
Summary
Chapter 13: Environment Variables, Stylesheets, and Crosstabs
Learning about environment variables
Starting practice
Time for action – configuring the layout
Time for action – creating and applying our stylesheet
Trying out stylesheets
Crosstabs editor
Time for action – configuring the layout
Summary
Chapter 14: PRD Reports Embedded in Web Applications
Tools and technologies we will be using
Time for action – installing and starting Apache Tomcat
Time for action – installing and initiating Eclipse WTP
Time for action – creating a new Dynamic Web project
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
Time for action – creating a context Listener
Time for action – creating a web client
Time for action – creating a standalone application
Summary

Book Details

ISBN 139781782162247
Paperback342 pages
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