Reporting with Pentaho. Gabriele Pozzani

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1 Reporting with Pentaho Gabriele Pozzani

2 A key feature Reporting is a key feature for a BI solution Used and delivered contents consist of Reporting 75-80% Analytical tools for OLAP 15-20% Data mining tools 0-5%

3 Tools Pentaho provides two ways to design reports: WAQR: Web Ad-hoc Query and Reporting client Web based Included in the Pentaho User Console PRD: Pentaho Report Designer Graphical standalone tool

4 WAQR

5 WAQR Based on a four-steps wizard Limited to grouped lists No graphs No charts Works only with metadata models

6 Example Consider contacts occurred in 2002 or later and consisting of visit in a jail Report the contacts and their number for each type of contact

7 Step 1: select data source Select a data source Select a template

8 Step 1.1: add a database source 1.1.3: select the connection 1.1.2: source name 1.1.4: insert query to retrieve data for the report 1.1.1: click add 1.1.5: edit metadata

9 Step 2: make selections Data elements (column names) Group fields (sub)headers (sub)totals Details for lowest group level Fields to filter on and to not display

10 Step 3: customize selections Add filters on fields in Groups, Details, Filters Add sorting criterias Specify format settings

11 Step 4: report settings Paper settings Page settings

12 Output Choose the output format and then Go

13 PRD

14 PRD Organizes data in (sub)groups Allows subreports Based on the structure view Let you work on a canvas Let you to see a preview Allows to export reports in PDF, HTML, XLS, RTF, and CSV Reports can be published to the Pentaho server

15 Building ways PRD provides two ways of building a new report: The Report Wizard Similar to WAQR Takes you through 4 steps for creating a report The New option Creates an empty report

16 Report structure A report is divided in sections: Page header/footer: add h/f to each page Report header/footer: add h/f only once Group header/footer: add h/f to each group Details body: where individual rows are placed No data Watermark: add a watermark to be printed as a background on each page

17 Main window Structure tab Building blocks Design screen Properties screen

18 Report elements Inside sections several elements can be placed Each element has properties: Style properties determine what an element looks like Attributes determine content and behaviour of an element

19 Elements Some available elements are: Label Text-field: display text value from a data set Number-field Content-field: display an image from a data set Image: display an image from local resource/url Geometric figures Horizontal-/Vertical-line Charts Barcode sub-report

20 1 step: create the data set The most important part of creating a report is to determine Which data shoud be displayed How data are grouped How data are aggregated A report can contain only one data set But subreports can have their own data sets Possible data sources include JDBC connection Pentaho metadata file

21 Create data set from JDBC Choose/add the query Choose the connection Design a query Write a query

22 Query designer Add conditions, expressions, Grouping and ordering Drag tables Choose columns to retrieve

23 Data set Once the query and data set has been defined they appear in the Data tab Double-clicking on the data set allow to modify it

24 Adding parameters Parameters enable a user to choose certain values each time the report runs Use the Add parameter function in the Data tab Parameters Based on a set of values a user can choose from Free text parameter List of values should come from a data source Existing connection New table

25 Tables Tables allow one to define custom Ids and values IDs will be passed to the query Values will be displayed to the user

26 Tables

27 Parameters Once parameters have been defined they can be used in queries Parameters are referred in a query as ${parameter_id}

28 Layout Style properties are usually inherited The style tab has a column Inherit It means that the property is inherited from a higher level Elements are added in the structure or the Design screen composing the report The page and elements can be formatted Row-banding is supported for alternating row coloring

29 Grouping and summarizing A group is used to organize content in different levels Sub-headers and sub-totals can be added Groups are defined hierarchically Each group has its own header and footer Labels, fields, total can be placed there

30 Functions Functions can be used to insert calculations into the report e.g.: summaries in group footers Function list contains expressions for: Conversion Aggregation Layout Aggregation functions are divided in: Summary: aggregation with the group it is defined Running: aggregation up to the group it is defined

31 Example

32 Charts PRD provides 14 chart types PRD cannot use data fields from a query Collector functions have to be used to transform data for usage in a chart 6 collector functions Each chart type has its own collector function In this way more charts can be created from a single data set Charts can be positioned in report h/f or in groups h/t High-level charts vs. Detailed charts

33 Design a chart 1.Define a query to retrieve data 1.From a result set more charts can be generated (at different levels of detail) 2.Add a chart and then edit it Chart types Chart properties Data source definition

34 Publishing PRD reports can be published directly to the Pentaho BI Server

35 Exporting PRD reports can be exported in several formats: PDF HTML XLS RTF CSV The same formats can be used for previewing a report

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