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Pentaho 5.0 Reporting by Example Beginner’s Guide
Table of Contents
Pentaho 5.0 Reporting by Example Beginner’s Guide
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Time for action – heading
What just happened?
Pop quiz – heading
Have a go hero – heading
Reader feedback
Customer support
Errata
Piracy
Questions
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
2. Installation and Configuration
Configuring the environment
System requirements
Time for action – installing JDK and configuring the environment variables
What just happened?
Time for action – downloading, installing, and configuring PRD
What just happened?
Learning the Sakila database
Time for action – downloading and installing Sakila DB
What just happened?
The Sakila database schema
Customer Data
Inventory
Business
Have a go hero
Pop quiz – system requirements, JDBC driver, Sakila DB, and RAM
Summary
3. Start PRD and the User Interface (UI) Layout
Starting PRD
Time for action – starting PRD and creating a new report
What just happened?
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
Have a go hero
Pop Quiz – layout of PRD
Summary
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
What just happened?
Time for action – configuring the Report Header and Details Header sections
What just happened?
Time for action – configuring details
What just happened?
The second half of the report
Time for action – adding functions
What just happened?
Time for action – configuring the Details Footer section
What just happened?
Time for action – adding more details
What just happened?
Output types
Time for action – exporting in different formats
What just happened?
Have a go hero
Pop Quiz – data sets, functions, and objects
Summary
5. Adding a Relational Data Source
Learning about JDBC driver
Time for action – configuring drivers
What just happened?
Creating a new data set
Time for action – creating a new data set
What just happened?
Time for action – modifying the header and detail
What just happened?
Time for action – modifying the report's footer
What just happened?
Aggregation functions
Time for action – using functions to configure styles
What just happened?
Encoding charset
Have a go hero
Pop quiz – JDBC, Functions, and Encoding Charset
Summary
6. Adding Groups
Starting practice
Time for action – modifying the SQL query
What just happened?
Time for action – configuring the layout
What just happened?
Configuring the Group section
Time for action – adding groups
What just happened?
Modifying functions
Time for action – modifying functions and page breaks
What just happened?
Learning more about groups
Have a go hero
Pop Quiz – positioning hierarchy and groups
Summary
7. Adding Parameters
Starting practice
Time for action – creating a new report
What just happened?
Parameters
Time for action – adding parameters
What just happened?
Time for action – creating nested parameters
What just happened?
Have a go hero
Pop quiz – format and parameters
Summary
8. Using Formulas in Our Reports
Starting practice
Time for action – making a copy of the previous report
What just happened?
Formulas
Creating formulas
The formula editor
Time for action – creating a new formula
What just happened?
Time for action – styles with formulas
What just happened?
Have a go hero
Pop quiz – formulas
Summary
9. Adding Charts
Starting practice
Time for action – creating a new report
What just happened?
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
What just happened?
Time for action – creating a bar chart
What just happened?
The relationship between charts and report sections
Have a go hero
Pop quiz – charts
Summary
10. Adding Subreports
Starting practice
Time for action – creating a new report
What just happened?
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
What just happened?
Time for action – configuring our first Subreport
What just happened?
Time for action – creating and configuring the second Subreport
What just happened?
Have a go hero
Pop quiz – Subreports
Summary
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
What just happened?
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
What just happened?
Executing reports in Pentaho BA Server
Creating a schedule
Uploading reports
Have a go hero
Pop quiz – Pentaho
Summary
12. Making a Difference – Reports with Hyperlinks and Sparklines
Starting practice
Time for action – configuring the layout
What just happened?
Learning about hyperlinks
Types of hyperlinks in PRD
Interaction between PRD and Pentaho BA Server
Restarting practice
Time for action – creating our first hyperlink
What just happened?
Time for action – hyperlinks in charts
What just happened?
Learning about sparklines
Restarting practice
Time for action – creating our first sparkline
What just happened?
Have a go hero
Pop quiz: Hyperlinks and Sparklines
Summary
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
What just happened?
Time for action – creating and applying our stylesheet
What just happened?
Trying out stylesheets
Learning about crosstabs
The crosstabs in PRD
Using crosstabs
Crosstabs editor
Time for action – configuring the layout
What just happened?
Have a go hero
Pop Quiz – environment variables, stylesheets, and crosstabs
Summary
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
What just happened?
Learning Eclipse and WTP
Time for action – installing and initiating Eclipse WTP
What just happened?
Time for action – creating a new Dynamic Web project
What just happened?
Configuring Eclipse Perspectives
Infrastructure configurations
Time for action – creating a Tomcat instance
What just happened?
Time for action – setting a JNDI/JDBC connection pool
What just happened?
Time for action – configuration of libraries and the PRD report
What just happened?
Code components
Time for action – creating a context Listener
What just happened?
Time for action – creating a web client
What just happened?
Time for action – creating a standalone application
What just happened?
Have a go hero
Pop quiz – graphics
Summary
A. 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
B. Pop Quiz Answers
Chapter 2, Installation and Configuration
Pop quiz – system requirements, JDBC driver, Sakila DB, and RAM
Chapter 3, Start PRD and the User Interface (UI) Layout
Pop quiz – layout of PRD
Chapter 4, Instant Gratification – creating your first report with PRD
Pop quiz – data sets, functions, and objects
Chapter 5, Adding a Relational Data Source
Pop quiz – JDBC, functions y encoding charset
Chapter 6, Adding Groups
Pop quiz – positioning hierarchy and gGroups
Chapter 7, Adding Parameters
Pop quiz – format y Parameters
Chapter 8, Using Formulas in Our Reports
Pop quiz – formulas
Chapter 9, Adding Charts
Pop quiz – charts
Chapter 10, Adding Subreports
Pop quiz – Subreports
Chapter 11, Publish and Run Reports in Pentaho BA Server
Pop quiz – Pentaho
Chapter 12, Making a Difference – Reports with Hyperlinks and Sparklines
Pop quiz – Hyperlinks and sparklines
Chapter 13, Environment, Stylesheets, and Crosstabs
Pop quiz – environment, stylesheets, and crosstabs
Chapter 14, PRD Reports Embedded in Web Applications
Pop quiz – graphics
Index
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