Book Image

Pentaho Analytics for MongoDB Cookbook

By : Joel Latino, Harris Ward, Joel André Latino, Harris Ward
Book Image

Pentaho Analytics for MongoDB Cookbook

By: Joel Latino, Harris Ward, Joel André Latino, Harris Ward

Overview of this book

MongoDB is an open source, schemaless NoSQL database system. Pentaho as a famous open source Analysis tool provides high performance, high availability, and easy scalability for large sets of data. The variant features in Pentaho for MongoDB are designed to empower organizations to be more agile and scalable and also enables applications to have better flexibility, faster performance, and lower costs. Whether you are brand new to online learning or a seasoned expert, this book will provide you with the skills you need to create turnkey analytic solutions that deliver insight and drive value for your organization. The book will begin by taking you through Pentaho Data Integration and how it works with MongoDB. You will then be taken through the Kettle Thin JDBC Driver for enabling a Java application to interact with a database. This will be followed by exploration of a MongoDB collection using Pentaho Instant view and creating reports with MongoDB as a datasource using Pentaho Report Designer. The book will then teach you how to explore and visualize your data in Pentaho BI Server using Pentaho Analyzer. You will then learn how to create advanced dashboards with your data. The book concludes by highlighting contributions of the Pentaho Community.
Table of Contents (15 chapters)
Pentaho Analytics for MongoDB Cookbook
About the Authors
About the Reviewers


With an increasing interest in big data technologies, Pentaho, as a famous open source analysis tool, and MongoDB, the most famous NoSQL database, have gained special focus. The variety of features in Pentaho for MongoDB are end-to-end. This means from data storage in MongoDB clusters to visualization in a dashboard, in a report by e-mail, it's definitely a good change for the processes in enterprises. It's a powerful combination of scalable data storage, data transformation, and analysis.

Pentaho Analytics for MongoDB Cookbook explains the features of Pentaho for MongoDB in detail through clear and practical recipes that you can quickly apply to your solutions. Each chapter guides you through the different components of Pentaho: data integration, OLAP, reporting, dashboards, and analysis. This book is a guide to getting started with Pentaho and provides all of the practical information about the connectivity of Pentaho for MongoDB.

Pentaho Installation

Pentaho is a commercial open source product, which that means there are two versions available: Pentaho Community Edition (CE) and Pentaho Enterprise Edition (EE). To be able to cover all the recipes of this book, please choose Pentaho EE. You can download the trial version, available at In this book, it is mentioned if a specific feature is available in Pentaho CE. You can get that version from

Now, we will explain the installation for Pentaho EE:

  1. Download the Pentaho EE trial from

  2. Run the pentaho-business-analytics-<version>.exe file for a Windows environment or pentaho-business-analytics-<version>.bin for a Linux environment. You will get a Welcome window, like what is shown in the following screenshot:

  3. Click on Next and you will get the license agreement, as shown in this screenshot:

  4. After carefully reading the license agreement and accepting, you will be able to choose the setup type in the next screen, as shown in the following screenshot:

  5. In this case, we'll choose a Default installation and click on Next. You'll be taken to a screen to choose the folder where Pentaho will be installed, as shown in this screenshot:

  6. Feel free to choose your folder path and click on Next. You'll get a screen for setting an administrator password, like this:

  7. After typing your password, click on Next and you'll be taken to a Ready To Install screen, as shown in the following screenshot. Click on Next to start the installation and wait a few minutes.

  8. After some minutes, you will see a screen saying that the installation is complete, and you can test it by accessing http://localhost:8080/ from your web browser.

What this book covers

Chapter 1, PDI and MongoDB, introduces Pentaho Data Integration (PDI), which is an ETL tool for extracting, loading, and transforming data from different data sources.

Chapter 2, The Thin Kettle JDBC Driver, teaches you about the JDBC driver for querying Pentaho transformations that connect to various data sources.

Chapter 3, Pentaho Instaview, shows you how to create a quick analysis over MongoDB.

Chapter 4, A MongoDB OLAP Schema, explains how to create and publish Pentaho OLAP schemas from MongoDB.

Chapter 5, Pentaho Reporting, focuses on the creation of printable reports using the Pentaho Report Designer tool. This report can be exported in several formats.

Chapter 6, The Pentaho BI Server, covers the main Pentaho EE plugins for web visualization: Pentaho Analyzer and Pentaho Dashboards Designer.

Chapter 7, Pentaho Dashboards, focuses on the creation of complex dashboards using the open source suite CTools.

Chapter 8, Pentaho Community Contributions, explains the functionality of some contributions from the Pentaho community for MongoDB in Pentaho Data Integration.

What you need for this book

In this book, the software that we need to perform the recipes is:

  • Pentaho Business Analytics v5.3.0

  • MongoDB v2.6.9 (64-bit)

This book provides the source code and some source data for the recipes. Both types of files are available as free downloads from

Who this book is for

This book is primarily intended for MongoDB professionals who are looking for analysis using Pentaho. This can be done to perform business analysis by Pentaho consultants, Pentaho architects, and developers who want to be able to deliver solutions using Pentaho and MongoDB. It is assumed that they already have experience of defining business requirements and knowledge of MongoDB.


In this book, you will find several headings that appear frequently (Getting ready, How to do it, How it works, There's more, and See also).

To give clear instructions on how to complete a recipe, we use these sections as follows.

Getting ready

This section tells you what to expect in the recipe, and describes how to set up any software or any preliminary settings required for the recipe.

How to do it…

This section contains the steps required to follow the recipe.

How it works…

This section usually consists of a detailed explanation of what happened in the previous section.

There's more…

This section consists of additional information about the recipe in order to make the reader more knowledgeable about the recipe.

See also

This section provides helpful links to other useful information for the recipe.


In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.

A block of code is set as follows:

  { $match: {"" : "Baane Mini Imports"} },
  { $group: {"_id" : {"orderNumber": "$orderNumber", "orderDate" : "$orderDate"}, "totalSpend": { $sum: "$totalPrice"} } }

Any command-line input or output is written as follows:

db.Orders.find({"priceEach":{$gte:100},"":"Baane Mini Imports"}).count()]

New terms and important words are shown in bold. Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: "Set the Step Name property to Select Customers."


Warnings or important notes appear in a box like this.


Tips and tricks appear like this.

Reader feedback

Feedback from our readers is always welcome. Let us know what you think about this book—what you liked or may have disliked. Reader feedback is important for us to develop titles that you really get the most out of.

To send us general feedback, simply send an e-mail to , and mention the book title via the subject of your message.

If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide on

Customer support

Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.

Downloading the example code

You can download the example code files for all Packt books you have purchased from your account at If you purchased this book elsewhere, you can visit and register to have the files e-mailed directly to you.


Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting, selecting your book, clicking on the errata submission form link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata will be uploaded on our website, or added to any list of existing errata, under the Errata section of that title. Any existing errata can be viewed by selecting your title from


Piracy of copyright material on the Internet is an ongoing problem across all media. At Packt, we take the protection of our copyright and licenses very seriously. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy.

Please contact us at with a link to the suspected pirated material.

We appreciate your help in protecting our authors, and our ability to bring you valuable content.


You can contact us at if you are having a problem with any aspect of the book, and we will do our best to address it.