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Pentaho Business Analytics Cookbook

Sergio Ramazzina

Over 100 recipes to get you fully acquainted with the key features of Pentaho BA 5 and increase your productivity with this book and ebook
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Book Details

ISBN 139781783289356
Paperback392 pages

About This Book

  • 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

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.

Table of Contents

Chapter 1: Getting Familiar with Pentaho User Console
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
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
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
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
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
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
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
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
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 10: Working with Pentaho Mobile BI
Accessing BA server from a mobile device
Accessing folders and files
Adding files to favorites
Changing the default startup screen
Chapter 11: Customizing Pentaho BA to Meet Your Business Needs
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

What You Will Learn

  • 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.


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