Pentaho Business Analytics Cookbook

coverpage

Pentaho Business Analytics Cookbook

Credits

About the Author

Acknowledgments

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Chapter 1. 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

Chapter 2. 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

Chapter 3. 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

Chapter 4. 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

Chapter 5. 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

Chapter 6. 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

Chapter 7. Creating Reports Using Pentaho Report Designer

Introduction

Configuring JNDI connections for development

Managing JDBC connections