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Pentaho Business Analytics Cookbook

Book Description

Over 100 recipes to get you fully acquainted with the key features of Pentaho BA 5 and increase your productivity

In Detail

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.

What You Will Learn

  • Familiarize you with the Pentaho User Console along with user and administrative tasks
  • Define data sources and get data from any Pentaho source
  • Build analysis easily with OLAP and the Pentaho Analyzer
  • Look into Pentaho Mobile App and see how easy it is to use the platform from a mobile device
  • Design complex but effective reports with Pentaho Report Designer
  • Hack the platform to customize the look and feel of the portal, add new functionalities, and integrate third-party web applications
  • Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

    Table of Contents

    1. Pentaho Business Analytics Cookbook
      1. Table of Contents
      2. Pentaho Business Analytics Cookbook
      3. Credits
      4. About the Author
      5. Acknowledgments
      6. About the Reviewers
      7. www.PacktPub.com
        1. Support files, eBooks, discount offers, and more
          1. Why Subscribe?
          2. Free Access for Packt account holders
      8. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the example code
          2. Errata
          3. Piracy
          4. Questions
      9. 1. Getting Familiar with Pentaho User Console
        1. Introduction
        2. Adding content to favorites
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Removing a content item from the favorites list
        3. Accessing a solution's folders and files
          1. How to do it…
          2. How it works...
          3. There's more...
            1. Introducing Pentaho User Console perspectives
        4. Creating a new solution folder
          1. Getting ready
          2. How to do it...
          3. How it works…
          4. There's more...
            1. Think about a good repository design
        5. Renaming a solution's folder
          1. Getting ready
          2. How to do it...
          3. How it works…
          4. There's more...
            1. A brief look into a user's home directory
        6. Moving a folder to Trash
          1. Getting ready
          2. How to do it...
          3. How it works…
        7. Showing basic folder properties
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        8. Changing a folder's permissions
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        9. Renaming a file in a folder
          1. Getting ready
          2. How to do it...
          3. How it works…
        10. Showing a basic file's properties
          1. Getting ready
          2. How to do it...
          3. How it works…
          4. There's more...
        11. Changing a file's permissions
          1. Getting ready
          2. How to do it...
          3. How it works…
          4. See also
        12. Moving a file to Trash
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        13. Moving a file to a different folder
          1. Getting ready
          2. How to do it...
          3. How it works...
        14. Restoring content items from Trash
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        15. Permanently deleting content from Trash
          1. Getting ready
          2. How to do it...
          3. See also
        16. Uploading content to a solution folder
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more…
            1. What kind of content can I upload to my BA Server?
            2. Uploading content from the command line
      10. 2. Configuring Your BA Server Instance
        1. Introduction
        2. Accessing the Administration perspective
          1. How to do it...
          2. How it works...
        3. Creating a new user
          1. How to do it...
          2. How it works…
          3. See also
        4. Deleting an existing user
          1. How to do it...
          2. How it works…
          3. See also
        5. Editing an existing user
          1. How to do it...
          2. How it works…
          3. See also
        6. Creating a new role
          1. How to do it...
          2. How it works...
          3. See also
        7. Deleting an existing role
          1. How to do it...
          2. How it works...
          3. See also
        8. Editing an existing role
          1. How to do it...
          2. How it works…
          3. There's more...
          4. See also
        9. Managing system roles
          1. How to do it...
          2. How it works…
          3. There's more...
            1. Things to notice about the authenticated role
            2. How to bypass the Pentaho BA Server security
          4. See also
        10. Configuring authentication through the LDAP server (EE version)
          1. How to do it...
          2. How it works...
          3. See also
        11. Configuring authentication through the LDAP server (CE version)
          1. How to do it...
          2. How it works…
          3. There's more…
          4. See also
        12. Managing the mail server configuration
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Configuring e-mail to connect to Gmail
          4. See also
        13. Cleaning up aged generated files immediately
          1. How to do it...
          2. How it works…
          3. See also
        14. Scheduling the cleanup of aged generated files
          1. How to do it...
          2. How it works...
          3. See also
      11. 3. Defining BA Server Data Sources
        1. Introduction
        2. Creating a new native JDBC data source
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Adding another database type to the list
            2. Using advanced configuration parameters
          4. See also
        3. Defining a JNDI connection in the BA Server
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more…
          5. See also
        4. Creating a new JNDI JDBC data source
          1. How to do it...
          2. How it works…
          3. There's more...
            1. Specifying JDBC connection properties manually
            2. Enabling database connection pooling
          4. See also
        5. Updating an existing JDBC data source
          1. How to do it...
          2. How it works...
          3. See also
        6. Creating a new analysis data source
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Defining data source parameters manually
          4. See also
        7. Updating an existing analysis data source
          1. How to do it...
          2. How it works…
          3. See also
        8. Creating a new metadata data source
          1. How to do it...
          2. How it works...
          3. There's more…
            1. Managing localized bundles
          4. See also
        9. Exporting an existing data source
          1. How to do it...
          2. How it works...
        10. Creating a new data source from a CSV file using the wizard
          1. How to do it...
          2. How it works...
        11. Deleting an existing data source
          1. How to do it...
          2. How it works…
      12. 4. Defining Business Models with the Pentaho Metadata Editor
        1. Introduction
        2. Using a JNDI connection for development
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        3. Managing JDBC database connections
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Adding a JDBC Driver
            2. Using advanced configuration parameters
        4. Defining the physical layer
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        5. Defining concepts
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        6. Reviewing physical layer tables' columns
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        7. Deriving business models from the physical layer
          1. Getting ready
          2. How to do it...
          3. How it works...
        8. Reviewing business tables' column properties
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        9. Applying formatting properties to business tables' fields
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        10. Adding new calculated columns to model entities
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        11. Defining joins between business tables' entities
          1. Getting ready
          2. How to do it...
          3. How it works...
        12. Creating business view categories
          1. Getting ready
          2. How to do it...
          3. How it works...
        13. Testing metadata layer results
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        14. Applying security to the domain model elements
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more…
            1. Linking the Pentaho Metadata Editor security to Pentaho BA Server
          5. See also
        15. Publishing metadata definitions to BA Server
          1. Getting ready
          2. How to do it...
          3. How it works...
      13. 5. Creating Reports Using Pentaho Interactive Reporting
        1. Introduction
        2. Creating a simple interactive report
          1. How to do it…
          2. How it works...
          3. See also
        3. Editing an existing report
          1. How to do it...
          2. How it works...
          3. See also
        4. Adding groups and totals to reports
          1. How to do it...
          2. How it works...
          3. See also
        5. Changing the labels in an interactive report
          1. How to do it...
          2. How it works...
        6. Reorganizing table columns
          1. How to do it...
          2. How it works...
        7. Adding filters to limit a report's output
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Changing or removing the filter
          4. See also
        8. Adding prompts to get user input
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Removing unnecessary report prompts
            2. Changing the prompt's appearance and behavior
          4. See also
        9. Exporting reports in the Excel or PDF format
          1. How to do it...
          2. How it works...
      14. 6. Creating Analysis Reports
        1. Introduction
        2. Creating and publishing a Mondrian schema
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Adding a JDBC driver
            2. Configuring a JDBC data source to help in the schema design
          5. See also
        3. Creating a new analysis report from scratch
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Changing the way the available field set is displayed
          4. See also
        4. Adding subtotals to rows' categories
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Removing fields from the report table's working area
        5. Adding graphical indicators to table's cells
          1. How to do it...
          2. How it works...
        6. Changing the columns' sort order
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Changing a columns' header labels
            2. Applying formatting rules to measures' values
          4. See also
        7. Adding a simple calculated measure
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Adding other predefined calculated measure types
            2. Adding a generically calculated measure
          4. See also
        8. Creating visualizations with Pentaho Analyzer
          1. How to do it...
          2. How it works...
        9. Exporting reports in the Excel or PDF format
          1. How to do it...
          2. How it works...
        10. Creating an analysis report using Saiku
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more…
            1. Installing Saiku from the Pentaho Marketplace
            2. Adding filters to reports
            3. Designing good looking visualizations
      15. 7. Creating Reports Using Pentaho Report Designer
        1. Introduction
        2. Configuring JNDI connections for development
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        3. Managing JDBC connections
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Using SQL Query Designer to define a new SQL query
            2. Defining WHERE conditions with SQL Query Designer
            3. Adding other SQL query clauses to our query
        4. Managing ETL connections
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        5. Using layouts to simplify report development
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Managing cells' height easily in tabular reports
        6. Using style sheets to consistently manage fields' formats
          1. How to do it...
          2. How it works...
          3. See also
        7. Changing field properties at runtime with formulas
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        8. Using input parameters
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        9. Using groups to define report aggregations
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Hiding bands versus setting the visibility flag
        10. Using functions to add calculated fields
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Displaying dates and numbers as the results of a function
        11. Using subreports to embed content
          1. Getting ready
          2. How to do it...
          3. How it works...
        12. Embedding microcharts in reports with sparklines
          1. Getting ready
          2. How to do it...
          3. How it works...
        13. Adding charts to our report
          1. How to do it...
          2. How it works...
      16. 8. Creating Dashboards
        1. Introduction
        2. Creating a simple dashboard from scratch
          1. How to do it…
          2. How it works…
          3. There's more…
            1. Opening an analysis report in view mode
          4. See also
        3. Adding prompts to get user input
          1. How to do it…
          2. How it works…
          3. See also
        4. Creating a multiple-content dashboard
          1. How to do it…
          2. How it works…
          3. See also
        5. Linking different content and enabling interaction
          1. How to do it…
          2. How it works…
          3. See also
        6. Creating dashboards using CDE
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
            1. Configuring the BTable component for use in CDE dashboards
          5. See also
      17. 9. Scheduling Content
        1. Introduction
        2. Scheduling task execution
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        3. Updating schedule properties
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        4. Deleting schedules
          1. Getting ready
          2. How to do it...
          3. How it works...
        5. Executing a scheduled task ahead of time
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more…
        6. Filtering schedules in the schedule entries list
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        7. Running a user's tasks in the background
          1. Getting ready
          2. How to do it...
          3. How it works...
        8. Checking schedule execution
          1. Getting ready
          2. How to do it...
          3. How it works...
        9. Stopping running executions
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        10. Preventing the creation of schedules by content
          1. Getting ready
          2. How to do it...
          3. How it works...
        11. Preventing the creation of schedules by setting blockout time intervals
          1. Getting ready
          2. How to do it...
          3. How it works...
      18. 10. Working with Pentaho Mobile BI
        1. Introduction
        2. Accessing BA server from a mobile device
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
            1. Changing the Settings configuration in Pentaho Mobile
          5. See also
        3. Accessing folders and files
          1. How to do it…
          2. How it works…
          3. There's more…
            1. Closing opened content
        4. Adding files to favorites
          1. How to do it…
          2. How it works…
          3. There's more…
            1. Removing an item from the Favorites items list
          4. See also
        5. Changing the default startup screen
          1. How to do it…
          2. How it works…
          3. There's more…
            1. Pentaho Mobile's responsive behavior
      19. 11. Customizing Pentaho BA to Meet Your Business Needs
        1. Introduction
        2. Adding a company's logo to the Pentaho User Console login page
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        3. Using themes to customize Pentaho User Console
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        4. Adding new languages to Pentaho User Console
          1. Getting ready
          2. How to do it…
          3. How it works…
        5. Checking Pentaho BA Server logs from inside of Pentaho User Console
          1. Getting ready
          2. How to do it…
          3. How it works…
        6. Easily managing content in Pentaho Solution
          1. Getting ready
          2. How to do it…
          3. How it works…
      20. Index