Book Image

Pentaho Business Analytics Cookbook

By : Sergio Ramazzina
Book Image

Pentaho Business Analytics Cookbook

By: Sergio Ramazzina

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.&nbsp; 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>

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Pentaho Business Analytics Cookbook
Sergio Ramazzina
Jun, 2014 | 392 pages
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Table of Contents (19 chapters)
Pentaho Business Analytics Cookbook
Pentaho Business Analytics Cookbook
Credits
Credits
About the Author
About the Author
Acknowledgments
Acknowledgments
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Getting Familiar with Pentaho User Console
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
2
Configuring Your BA Server Instance
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
3
Defining BA Server Data Sources
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
4
Defining Business Models with the Pentaho Metadata Editor
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
5
Creating Reports Using Pentaho Interactive Reporting
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
6
Creating Analysis Reports
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
7
Creating Reports Using Pentaho Report Designer
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
8
Creating Dashboards
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
9
Scheduling Content
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
10
Working with Pentaho Mobile BI
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
11
Customizing Pentaho BA to Meet Your Business Needs
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
Index

Chapter 4. Defining Business Models with the Pentaho Metadata Editor

In this chapter, we will cover the following topics:

  • 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 domain model elements

  • Publishing metadata definitions to the BA server

Previous Section
End of Section 1
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