Pentaho Business Analytics Cookbook

Pentaho Business Analytics Cookbook

By : Sergio Ramazzina

Buy this Book

Pentaho Business Analytics Cookbook

By: Sergio Ramazzina

Buy this Book

Overview of this book

<p>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.</p>

Pentaho Business Analytics Cookbook

Credits

About the Author

Acknowledgments

About the Reviewers

www.PacktPub.com

Preface

Free Chapter

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

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

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

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

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

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

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

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

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

Working with Pentaho Mobile BI

Introduction

Accessing BA server from a mobile device

Accessing folders and files

Adding files to favorites

Changing the default startup screen

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

Index

Customer Reviews

5 star

4 star

3 star

2 star

1 star

Creating a new role

We opened this chapter with a set of recipes on how to manage users in Pentaho BA Server. Now, in this recipe, we are going to see how to create a new role and how to associate it with a predefined set of operation permissions. Operation permissions are the set of things a user can or cannot do if they would be a member of this role. That said, the role is a way to associate a set of users with the same collection of operation permissions.

How to do it...

The following steps will show us how to define a new role and associate it with a set of Operation Permissions:

From the Users / Roles entry of the left menu, select the Manage Roles tab.
Click on the plus (+) icon in the upper-right corner of the Roles list and the New Role dialog box will open, as shown in the following screenshot:
In the Name field, type the name of role we are going to create. This field is mandatory. As soon as we start filling the field with some characters, the OK button appears.
If we click on the...

Pentaho Business Analytics Cookbook

By : Sergio Ramazzina

Pentaho Business Analytics Cookbook

By: Sergio Ramazzina

Overview of this book

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Pentaho Business Analytics Cookbook

Creating a new role

How to do it...