Embedding BI Reports (Jasper Reports/ Jasper Server/ Pentaho Reports/ Pentaho Server)

There are many methods of embedding BI reports, this blog tries to explain the meaning of Embedded BI, different approaches which can be used, their respective advantages and disadvantages

 

A)     What is embedded BI?

Lets say you have developed your entire BI solution which includes reports, dashboards, mashups, analysis etc, the platform which is used can be anything like Jaspersoft or Pentaho. The process of integration of this BI solution with your existing application/software/portal is called Embedded BI.

Embedded BI provides a lot of advantages like ability to add more reports over and above the existing canned reports which your application might provide, the look and feel and customization of all the reports can be changed as per the software/user preference, better visualization, unified application for everything. Biggest advantage can be your product value will increase much more, hence resulting in much more sales and revenue.

a) Embedding using iFrame Method :-

iFrame method of embedding BI reports can be used for embedding Jasper server, Jasper reports and Pentaho server, Pentaho reports. The report pulled in this case is using iframe as a tag. Even though the report is external, but to an end customer he will not be able to recognize the same.

The advantages of using iFrame method is this method is fast and quick to implement. The disadvantages includes it will be difficult to manage user, also in this case there can be cross browser compatibility issues, security is a major issue here.

 

b) Embedding Using webservice:- Webservices can also be used to integrate reports, dashboard, interactive report or/and ad-hoc reports. We can use webservices to accept the information from the Jasper/Pentaho server, this Jasper server can be anywhere ( on Tomcat or any other server). Using webservices we will invoke the response from Jasper Server/Pentaho server. This response can be can be then embedded inside application/software. Jasper server/Pentaho server also supports RESTFUL service (JSON format responses). In this approach there are no or less security related issues.

The disadvantage of this approach is there are no interactive features available of the report which thus results in poor user experience. Also in order to handle and understand the responses from jasper server/Pentaho server, custom coding is required in the application. In case if we had put input controls in the report, the same functionality then needs to be implemented in the application via custom coding. Aside, having many webcalls at times can be resource intensive as well.

The advantage of this approach is webservices approach gives more seamless integration since there is no security issue and no thirdparty calls (like in the case of iframe). Also in this case there are no interbrowser compatibility issues (assuming it is handled by your developer team).

c) Embedding using Jasper/Pentaho Libraries:- In this method we create JRXML/Pentaho report (prpt) files using ireport/Pentaho report designer. Compile these reporting using Java API, and then use this compiled code to generate views using Jasper Server API calls

The advantage of this method is this gives the most seamless integration. Also since all the information is present as a part of the application/server, no third party calls are required.

Disadvantage of this approach is some interactivity is lost in this method. Also the input parameters are also required to be created in the own application via custom coding.

 

Please get in touch at [email protected] for much more details about the respective approach, how to embed the same using these approaches, which was is the best suited to your needs and much more.

Tech Tips in Penaho Server – publishing password setting for server – Disable the folder names in Browser panel in the Server

Hi guys..

The below tips are very useful in Pentaho Server for BI developers.
1) publishing password setting for server
You need to publish the reports or schema(s)[developed in PSW] once you done with developing. For this you need set the publishing password for Pentaho server.
Go to this location 
<location of Pentaho>biserver-ce-4.8.0-stablebiserver-cepentaho-solutionssystempublisher-config.xml and edit the “publisher-config.xml”  file.

Give your publish password b/w  these tags  <publisher-password> </publisher-password>

Example:
<publisher-password>password</publisher-password>    ( password can be any name that you wish to give)

Snapshot is a worth more than text. find the image below.

Save the file. stop the server and start the server.

2) Disable the folder names in Browser panel of Pentaho Server
* What ever the folder you create in Browser panel of pentaho server, it directly stores   under pentaho-soulutions
i.,e in this location
<Pentaho location>Pentahobiserver-ce-4.8.0-stablebiserver-cepentaho-solutions
* You can disable all of your folders that comes with installation & the later created ones  which you don’t want to appear in the browser panel.
*   Inside every folder(pentaho default or the folders created by you) you can find “index.xml” file. You need to edit this file. You need to change visable tag as “false”.
Find the sanpshot.

You need not restart the server. Just you need to refresh the browser panel in the server.
You can observer the invisibility of the folder.

Sadakar Pochampalli.

 

 

Jaspersoft CE v/s EE / Having Jaspersoft EE functionality in Jaspersoft CE

Jaspersoft CE versus EE / Having Jaspersoft EE functionality in Jaspersoft CE

 

Jaspersoft is world’s leading Open source BI software with more than 1.75 million download and usage. It comes in two variants, one is the community edition which is free and the other is the enterprise edition. Via this blog, we would try to understand the differences between the CE and EE. Also, we will make an attempt to understand and have Jaspersoft Enterprise Edition functionality in Jaspersoft Community Edition. Many a times, customers (esp startups and SMEs) dont have the budget or requirement to go for a full license, but they want full functionality which are present in EE, for them we have also discussed possible way outs as well.

 

a) Report Designer: Jaspersoft is known for its pixel perfect reports. This is created by iReport designer (free and open source). This tool helps in creation of complex reports with charts, graphs, tabular data, cross tabs, images etc. These reports can further be downloaded in different formats.

 

Availability: Jaspersoft CE: Yes

Jaspersoft EE: Yes

 

b) Adhoc Report designer: Very beneficial for Business user, it gives a pivot kind of functionality, thus an end user can himself drag and drop the fields and create his own report on the fly. He can see this report as either a tabular data, or visualize it in different formats, save this and download this.

 

Availability: Jaspersoft CE: No

Jaspersoft EE: Yes

 

Alternatives: In order to use adhoc reporting feature in Jaspersoft Community edition (CE), we can use a best of breed kind of solution. We can use Pentaho SAIKU plugin (its free), using this plugin for adhoc reporting, we can call it inside liferay and have adhoc reporting functionality in Jaspersoft as well.

 

c) Reporting Engine: Jasper reporting engine which is java based is again free and open source. It can fetch data from any kind of data source and provide picture perfect reports which can be seen, download (in different formats), printed.

 

Availability: Jaspersoft CE: Yes

Jaspersoft EE: Yes

 

d) Dashboards: A dashboard can be a mix and match of reports, data visualizations, web APIs data, interactive parameters etc. Dashboard functionality is present only in the Jaspersoft EE

 

Availability:  Jaspersoft CE: No

Jaspersoft EE: Yes

 

Alternatives: For implementing dashboard inside Jaspersoft Community Edition (Jaspersoft CE), we will have to go ahead with a best of breed solution. What we can do is for dashboards, we can use Pentaho CDE and CDF components. For representation of that, we can either use liferay or Alfresco.

Another alternative is we can call multiple instances of ireports inside liferay, thus creating a dashboard. For this a portlet has to be developed in liferay.

 

e) Interactive report viewing: This lets user to see the columns and perform functions like filter, arrange, sort etc.

 

Availability: Jaspersoft CE: Yes

Jaspersoft EE: Yes

 

f) In-memory analysis: In memory basically helps in analyzing, seeing reports dashboards analysis etc on real-time and at a very high speed because it directly dumps all the information in its in-memory and doesn’t access db again and again for any requirement. This results in very high speed and throughput.

 

Availability: Jaspersoft CE: No

Jaspersoft EE: Yes

 

Alternatives: Again, to implement In-memory analytics in Jaspersoft Community edition, we will have to use a best of breed solution. We can go with the Pentaho SAIKU plugin (which is free of cost) and liferay usage for representation

 

g) Server Repository: Place to store reports, dashboards, views, mashups, analytics, user profiles etc.

 

Availability: Jaspersoft CE: Yes

Jaspersoft EE: Yes

 

h) Report Scheduling / Report Bursting: Email scheduling of the reports (could be time or trigger based).

 

Availability: Jaspersoft CE: Yes

Jaspersoft EE: Yes

 

i) Support: Jaspersoft is having multiple level of supports like standard support, premium support but it is only available to enterprise edition customers.

 

Availability: Jaspersoft CE: No

Jaspersoft EE: Yes

 

Alternatives: Jaspersoft CE customer, can either will entirely depend on community support or they can come to companies like us (Helical IT Solutions), which have expertise on Jaspersoft and can help out on all the issues.

 

 

j) Mobile Business Intelligence: – Native app supporting iOS and Android platform. Touch-based browser support for iPad. iOS and Android SDK for embedding BI in native mobile app.

Availability: Jaspersoft CE: Yes

Jaspersoft EE: Yes

 

k) Metadata Layer: Metadata basically means data about data content. Via metadata layer, we create another layer containing information about the database, hence thus implementing data level security.

 

Availability:    Jaspersoft CE: No

Jaspersoft EE: Yes

 

Alternatives: For implementing metadata layer in Jaspersoft CE, what we can do is we can use OLAP server (which is present in CE – community edition) to design metadata layer along with implementing role and user based security.

 

l) User access to reports/dashboards and other things: This facility is again present in both the versions of Jaspersoft.

 

Availability: Jaspersoft CE: Yes

Jaspersoft EE: Yes

 

m) Data Virtualization: This basically means integrating multiple data sources into a metadata view, and then doing BI work on it. This step reduces the work this involved in ETL.

 

Availability:  Jaspersoft CE: No

Jaspersoft EE: Yes

 

 Alternatives: The entire work of data virtualization can be done by writing ETL jobs and stored procedures. For ETL, Talend or Kettle either of the tool can be used.

n) Data Integration (ETL): ETL stands for extract transform and load. Extract means extracting data from different dbs (big data, columnary databases, graphical databases etc), web APIs etc. After extracting, transform the same according to the business rules and finally load it into the target system which could be a database, data warehouse, data mart etc. Jaspersoft has ETL tool by the name of Talend (also known as Jasper ETL).

 

Availability: Jaspersoft CE: Yes

Jaspersoft EE: Yes

 

o) Interactive Visualizations: This basically means very interactive HTML5 charts with animations, hover information, interactivity in terms of selection, zoom in zoom out, interactive legends etc.

 

Availability: Jaspersoft CE: No

Jaspersoft EE: Yes

 

Alternatives: These kind of interactive visualizations are not present in Jaspersoft community edition. For enabling that, what can be done is we can design plugin designed like jcharts and openflash (for openflash plugins are already available). One of the very famous example is Pentaho Community edition having interactive charts by CCC components (community chart components). We can also use CCC and thus have best of breed solution.

 

p) OLAP Server: OLAP (online analytical processing) helps in analyzing large amount of data using querying, visualizations, multi lever analysis, slice and dice, filtering etc. OLAP helps users to understand multi-dimensional data from multiple-view point. It consists of mainly three functions – consolidation, drill down, slicing & dicing.

 

Availability: Jaspersoft CE: Yes

Jaspersoft EE: Yes

 

q) Multi-tenancy: This allows single instance support multiple customers, with each customer having his own userid password.

 

Availability: Jaspersoft CE: No

Jaspersoft EE: Yes

 

Alternatives: Multi-tenancy can be implemented in Jaspersoft Community Edition (CE) using Liferay portlet.

 

r) License: Jaspersoft CE has General public license whereas the license is having commercial license. Hence, if a client is Jaspersoft EE client, he does not need to open up his source code to the public, which is not the case with Jaspersoft CE clients.

 

Thanks for reading the blog. Get in touch with me at [email protected], Cell : +91-7893947676

Jaspersoft Default Passwords

1.  Jaspersoft Corporation – Jasper Reports Server
Method    HTTP
User ID : superuser
Password : superuser
Level    Administrator
Doc    http://community.jaspersoft.com/documentation/jasperreports-server-install-guide-community-edition

2.  Jaspersoft Corporation – Jasper Reports Server
Method    HTTP
User ID   : jasperadmin
Password : jasperadmin
Level    Administrator
Doc    http://community.jaspersoft.com/documentation/jasperreports-server-install-guide-community-edition

3.  Jaspersoft Corporation – Jasper Reports Server
Method    HTTP
User ID :   joeuser
Password :   joeuser
Level    User
Doc    http://community.jaspersoft.com/documentation/jasperreports-server-install-guide-community-edition
Notes    Sample data user

4.  Jaspersoft Corporation – Jasper Reports Server
Method    HTTP
User ID   :  demo
Password :   demo
Level    User
Doc    http://community.jaspersoft.com/documentation/jasperreports-server-install-guide-community-edition
Notes    Sample data user

Dynamically hiding the columns in table component in iReport

Hi folks.. here is the next stuff I worked out today.. i.e, on dynamically hiding the columns in the table component.
Introduction:
  • For some reports we need to display data in the format of table.. To do this in iReport we use Table Component from the palette section.
  • Sometimes to take better decision  we may not want all the fields/columns to display in the tabular data display.
  • Here are the steps to design our report with hiding columns
We work out with parameters to achieve this functionality.
We need ‘n’ number of parameters as per our requirement.
This tutorial is taking the following prerequisites.
iReport 5.1.0, Jasper Server 5.0, PostgreSQL 9.2, foodmart database.
Step 1: Creating New report
File–>New–>Name your report and save in your favorite location.
Step 2:  Creating dataset.
* From the Report Inspector , right click on report name.
* Then click on Add dataset–>Give data set name and then click on finish.
                                                –> give the connection
                                                 –> write your query(first you can write a
                                                                                            simple query, then your original one)
In our example :
       Data set name  : tableDataset
       Connection       : foodmart  (It is data source)
       Query                : SELECT distinct employee_id,full_name,first_name,position_id FROM
                                                                                                                                    employee
Step 3: Creating table using Table Component from Palette.
Remove all the unwanted bands from the design area.
* We have taken only Title band and deleted the rest.
* Drag and drop table component from the palette section and fill the columns as usually.
NOTE : Upto step 3 we do the report design normally
Step 4 :  Creating parameters
We create as many parameters required.. i.e, we have to use the number of parameters equal to the number of hiding columns.
* In our example I’m displaying 4 columns(Check step 3 Query).. and I want to hide 1 column or 2 columns or 3 columns or 4 columns…( It’s our choice to hide the columns from 1st column to last column or any random columns selection.).
* Just observe the below image
and see the below image to find the properties of parameters
(I’m showing only one parameter properties in the image , for the remaining 3 parameters we have to give like this one)
There are 4 parameters in our example for four fields in the tabular component.
1st parameter details :
Name : showEmployee_Id
Parameter Class : java.lang.Boolean
Use as a prompt : check it
Default Value Expression: new Boolean(true)
 
2nd, 3rd and 4th parameters details falls in the same way as above parameter.
Step 5: Using the created parameters 
 
We have placed the table component in in Title band ( It is not mandatory.. we can keep in  summary band also )
* We use the created parameters for the columns available with the table component.
* find the image below.
We have to write printWhenExpression for the columns as shown in the image.
* i.e, for all the columns .. we have to give conditions with suitable parametername.
* In our example I have given for all the four columns in Column Header Section like below
   Column 1 : Highlight this one and go the corresponding property.
   In the properties window give the Column Print When =new Boolean($P{showEmployee_Id})
* In this way we have to write conditions for the remaining columns with suitable parameters like above.
** By default the columns in the Detail section takes the same conditions that we have written for the columns in the ColumnHeader section.
That’s it we are done with the reporting design.
NOTE: 
Our report should consists of some main query.. otherwise we can not see the output. It’ll just show our report is blank and the document is empty.
Preview:
Preview with in the iReport
* We need to give either true or false in the text box as we are taking in the parameters as Boolean.
* Give the same for all the parameters.
* In our example I have given like this for this particular preview.
showEmployee_id : false
showFull_Name : true
showLast_Name : false
showProduct_Id : true
* So we are able to see only the true valued parameterised columns in the output.
* i.e, it looks like in the below image.
* see one more output where I’ve given fist one as true and the rest are as false.
* In this way we have made our report dynamic by hiding columns  of table component.
Preview in the server:
Upload the report to the server in a regular way.
* And create the input controls for the parameters.. parameters in iReport=inputControls in
repository of inputs
* parameter name in the iReport should be same as ID of the inputcontrol
 
* Crate all the 4 input controls as shown in the images.
* Remembers the Type for the input controls is Boolean
Now go to the location of the the report in the server and see the output.
* The out will looks like in the below image with the input controls specified.
OUTPUT 1: images on the selection of input controls
 
OUTPUT 2: 
If we select ‘n’ number of parameters(input controls) we can see that many columns output in the table component.
Queries/Suggestions/Improving the concept in some other way is/are welcome @ [email protected]
Thanks for reading this article

Helical IT Solutions Raises Funding

Hyderabad, May 6, 2013: Of the many IT start-up success stories there is a new one on the block to watch out for. Helical IT Solutions, a Hyderabad based technology company providing services in open source data warehousing and business intelligence services has bagged a seed funding of INR 2.5 million from Singapore based Citibank official within 6 months of starting operations.

The company which started in November 2012 from Hyderabad has catered to technology needs of clients in various domains including e-commerce, insurance, energy, social media analytics, healthcare and human resource while building and managing their Business Intelligence platforms.

The eight member strong team is quite excited with the fund inflow and plans to use it primarily for recruitment and partnering with leading BI vendors in the open source space such as Jaspersoft and Pentaho. They want to focus and build up their capability of providing sector specific BI offering with this fund.

Specializing in Open source technologies, Helical has proved to be a great bet for its clients cutting down on their costs and adding to their efficiency and turnover. Their services include Business Intelligence, ETL, Data warehousing and data modelling, data visualization to name a few.

About Helical IT Solutions :
Helical IT Solutions is an open source Data warehousing and Business Intelligence company based out of Hyderabad. The company works primarily on Jaspersoft and Pentaho BI suite and on talend, on Talend and Kettle. Other services provided are data visualization, data modelling, data warehousing etc.

Contact Person :
Nikhilesh Tiwari
Cell : +91-7893947676
Email : [email protected]

The companies funding news has been covered y many leading India based websites

http://www.watblog.com/2013/05/07/business-intelligence-startup-helical-it-raises-seed-funding/

http://www.vccircle.com/news/technology/2013/05/07/tech-startup-helical-raises-angel-funding-singapore-based-investor

http://www.iamwire.com/2013/05/data-warehousing-firm-helical-it-solutions-raises-angel-funding/

http://startupcentral.in/2013/05/helical-raises-seed-funding-from-spore-investor-22708/

http://www.dealcurry.com/2013057-Helical-IT-Solutions-Raises-Angel-Investment.htm

http://yourstory.in/2013/05/open-source-dwbi-company-helical-it-solutions-raises-angel-investment-worth-inr-2-5-million/

http://infotechlead.com/2013/05/07/helical-it-solutions-secures-inr-2-5-million-angel-funding/

http://www.nextbigwhat.com/helical-technology-solutions-funding-297/

http://www.dealcurry.com/2013057-Helical-IT-Solutions-Raises-Angel-Investment.htm

http://www.siliconindia.com/news/startups/Helical-IT-Solutions-raises-Rs25-million-In-Angel-Investment–nid-146582-cid-100.html

http://startupcentral.in/2013/05/helical-raises-seed-funding-from-spore-investor-22708/

Jaspersoft V/s Pentaho – Which one to use & Is there any need to purchase Commercial Edition?

Jaspersoft V/s Pentaho – Which one to use & Is there any need to purchase Commercial Edition?

Any company (be it technology, manfucaturing, human resource, ecommerce, SME etc) always has the need for Business Intelligence to some or the other extent. If cost is one of the consideration factor, then the 2 BI tools which are at the forefront are Pentaho and Jaspersoft. But, often the same companies are caught up in an imbrogilo as to which tool to use, what are the technology/and end business user wise differences/ do i actually need to purchase commercial edition, is there any work around etc.

Differences :- In the below mentioned points, I have tried to cover functionality wise the differences

a. Reports :- Jaspersoft is known for its picture pixel perfect reporting. Jasper uses ireport for designing the reports. Hence, for having reports, Jaspersoft is the most ideal candidate. Pentaho uses Pentaho Report Designer.

b. Dashboards :- Pentaho provides much more capabililties, interactivity in terms of dashboards. Dashboards designed in Pentaho are far more superior in functionality, aesthetically as compared to Jaspersoft. Pentaho CE uses CDE/CDF, Pentaho EE uses PDD . Dashboard functionality is present only in the Enterprise edition of Jaspersoft.

c. Pentaho is having an intermediate layer known as Xactions & hence providing much more flexibility in terms of plugin designing, integration with applications, having out of box experience etc. Xactions supports scripting and scheduling of scripts execution. Jaspersoft dosent provide that much of flexibility in terms of intermediate layer, but never-the-less, Jasper server by default comes with some functionalities like scheduling, for plugin desiging they rely on ireport plugins and Jasper server plugins,

e. Mobile BI compatibility :- Jaspersoft scores higher than Pentaho here. They have BI for iOS, Android platforms. Functionality wise and user interface wise Jaspersoft mobile BI is better. They even have an opensouce Apple iphone application. Pentaho users have to often rely on third party tools to enhance mobile BI experience. But, Jasper provides native mobile API hence helping developers to create mobile applications. Pentaho mobile BI is only present in the enterprise edition.

f. Documentation : Jaspersoft invests a lot of time in documentation. Its pretty evident from that fact that they are having different case studies of the different clients on their website, explaining how Jaspersoft has helped them.

g. ETL : Jaspersoft uses Talend and Pentaho uses Pentaho Data Integrator (Kettle) as their default ETL tools. Kettle is developed by Pentaho organization itself unlike the case of Jaspersoft which uses Talend Open Studio version with some functionalities missing.

h. OLAP Analysis : Both Jaspersoft and Pentaho uses Pentaho Mondrian engine in their BI suite, and it goes unsaid which one will be stronger in this case.

i. Community support : Community support is more in Jaspersoft as compared to Pentaho. Also, the community members are more active of Jaspersoft community, hence if you are using CE, the chances of problem resolution is much more.

j. Plugin : Pentaho is having many plugin which are ready to use like CDE, CDF, Saiku etc. Pentaho is having a highly active community for plugin designing. Pentaho server by default comes with marketplace (just like appstore). Jaspersoft is a late entrant in this field and is currently having very limited plugins till now. They have also started Jasperexchange for their plugins.

k. Data Mining : Pentaho is having data mining module named Weka and Jaspesoft uses R. Again Weka is developed by Pentaho itself unlike the case with R. But toolwise, R is more advanced and more capable as compared to Weka

l. Big Data : Both Jaspersoft and Pentaho provides big data integration services.

m. Unlike Jaspesoft, Pentaho provides a much more tightly integrated BI suite since it has itself developed most of the components.

n. Jaspersoft EE has fusionchart integration. The latest version of Jaspesoft 5.0 EE is having Highcharts integration with it. Pentaho has open flashcharts integration. For geographical charting, Jaspersoft is having mapbox pro whereas Pentaho is having google maps.

o. Summarizing Jasper has a heavy focus on reporting and analysis. It has a better web 2.0 user interface than Pentaho and is generally easier to use. It benefits from better marketing, informational web sites, and documentation. Overall, it makes researching and finding what users need easier than Pentaho. Whereas Pentaho focuses on data integration, ETL, and workflow automation. It has a user interface that is more difficult for business users than is Jasper’s. The

documentation is also less robust than its competition. On the other hand, it has

strong data mining tools, ETL, flexibility via Xactions.

Which BI tools is to be used, whether enterprise edition has to be purchased or is there any other way out (like best of breed solution of different BI suites, plugin development, data visulization charting engines integration etc) – all these things can only be ascertained by a thorough discussion between the company and the solution provider. Its generally ideal to go and have a consultation with a company having exp in different BI technologies which will be able to give a comprehensive picture and can help the client towards business objective, rather than trying to push their software. Please get in touch with us for Jaspersoft, Pentaho, Data warehousing, ETL or any other DWBI related requirement – [email protected]

Importance of Business Intelligence in Healthcare

What is Business Intelligence

To turn any business establishment profitable, the managers & the work force is highly reliant on decisions & those decisions are dependent on the kind of information available. This is where Business Intelligence comes into picture

Business Intelligence (BI) refers to technologies, applications and practices for the collection, integration, analysis, and presentation of business information and also sometimes to the information itself. The purpose of BI is to support better business decision-making.

BI systems provide historical, current, and predictive views of business operations, most often using data that has been gathered into a data warehouse or a data mart and occasionally working from operational data. Software elements that make up the BI system support reporting, interactive “slice-and-dice” pivot-table analyses, visualization, and statistical data mining.

Importance of BI in healthcare Industry :-

Today, healthcare establishments are also generating a lot of data (Data in healthcare – e.g., encounters, labs, pharmacy, membership, finance, claims, billing, CRM, EMR, HMS, etc). Though, they have lot of data, but information is very less.

There are three broad categories of data that any healthcare organization is interested in : financial, operational & clinical. Healthcare organizations must apply business intelligence to organize clinical, business and operational data for decision-making purposes. This data is used to support programs like disease management, outcomes management, clinical performance and process improvement, cost and waste reduction, quality accreditation and predictive analytics.

Forward-thinking healthcare organizations realize that data—and, thus, business intelligence (BI)—is at the center of informed and precise decision-making that will improve patient and service outcomes in addition to ensuring their organizations’ future, thus, many leading hospitals have already adopted BI

  1. Harvard Medical School, St. Jude Children’s Research, CIBA, & Mutual of Omaha
  2. Blue Cross Blue Shield of Florida
  3. Columbus Children’s Hospital
  4. St. Joseph Medical Center & St. Joseph’s Hospital
  5. International Federation of Red Cross & Crescent
  6. St. Luke’s Medical Clinic, Houston Infectious
  7. Diseases Associated
  8. Denver Health and Hospital Authority (BI is especially crucial to “avoid both waste and having patients fall between the cracks)
  9. Lincolnshire Partnership Foundation Trust (plunged into BI because of a specific need to better analyze the efficiency of its service lines)
  10. Hartford Hospital
  11. Nemours
  12. Hospital for Sick Children in Toronto
  13. University Health Network

Benefits of using Business Intelligence in a healthcare establishment :-

a. Consolidation & protection of data since there would be a single point access of data Better protection of patient data is also possible by providing access to data only to those with appropriate access levels.

b. Improved Efficiency :- Since any type of information & report, whichever is required at any time. This will enable better decision making and improved efficiency

c. Increased revenue & reduce costs :- BI makes it possible possible to eliminate waste and mine data stores to examine and recoup denied claims in healthcare organizations. Costs of: healthcare professionals, lab equipment and consumables, pharmaceuticals/ medical material, treatment per diagnosis and cost per type of medical intervention (e.g. specific medical operation) can be reduced as well

d. Improved Margins :- BI (BI/balanced scorecard program) helps to improve gross margins of healthcare organizations.

e. Improved patients satisfaction by using BI and analytic tools.

f. Improved Patient Treatment & Care :- Through the use of BI, healthcare professionals have easy access to patient’s data and they can create a variety of classifications/reports based on demographic data, sex, age, and so on. Thanks to the evidence based medicine and capture of medical history of the patient doctors can accurate diagnosis and apply efficient treatment with reduction of risks during treatment (e.g. related to on time admittance, the use of medicine, biomedical equipment, blood transfusions). Timely and effective clinical decisions are better facilitated by increasing the potential of BI.

 g. Reduction of medical errors and improved patients safety. It could be reached by supporting medical research and data treatment. BI systems can support a larger Healthcare system, by the exchange of medical information on a patient. Improved decision-making in the area of comprehensive health care policy by the authorities of the organization of the health sector. It can be reached with monitoring the performance of doctors, departments and medical material requirements. Multiple groups or individuals can be put together by emphasizing the analysis and accurate data, which brings them closer to the point of service in order to enhance decision making & make data actionable.

h. Better data management helps in better patient treatment in terms of timely admittance, diagnosis and risk in casualty.

i. Some other benefits includes supply cost optimization, fraud detection

Main KPIs & Performance Indicators

The main KPIs which can be used to be displayed via reports & dashboards are mentioned below.

Clinical Data KPI

Healthcare establishment can improve clinical quality and resource utilization by effectively monitoring and measuring clinical performance and outcomes data. By delivering analysis from multiple sources at once, BI enables organizations to track large amounts of information stemming from clinical activities and identify the most efficient practices. BI helps providers identify trends and anomalies, and analyze risk in clinical care. With a lot of stakeholders involved like doctors, diagnostic centers, pharmacy etc all of them cant function as independent silos. With BI, all constituents can work from the same data over a secure extranet with information personalized based on security credentials. BI’s unique centralized administration and role-based security assures that healthcare providers have security measures at every layer of the architecture. With secure, essential clinical information, individual practitioners can diagnose and prescribe more quickly and provide top quality care with greater peace of mind.

The different types of reports permissible are

Avg cost per case Clinical outcomes
Cost & clinical data Cost affectiveness
Disease management In-patient admission rates
Investment in research programs No of procedures vs benchmarks
Patient safety & staffing Performance reporting
Population risk Resource cosumption vs benchmark
Response time Treatment

Patient Care KPI

Healthcare providers want to offer the highest-quality patient care in the most efficient way possible with improved patient access to care. BI enables the right people to access the right information at the right time, delivering a single platform to healthcare providers for sharing information with patients for better decision-making and connecting patients across hospital, nursing home, physician office, and community social support settings. By providing easy, secure access to crucial information, BI supports safe care delivery, assists clinicians in evidence-based clinical decision-making, and facilitates seamless care coordination across clinical settings. Providers use BI to monitor patient diagnoses and use of healthcare services in order to improve patient care, reduce wait times, and administer more effective treatments.

Clinical Outcomes Day to next appointment
Dispatch request & monitoring Patient functionality
Patients wait time in admission Patients wait time in pharmacy
Service complaints Service Level Agreement reporting
Services performed Timeliness of service

Financial KPI

Healthcare organizations need visibility into the full scope of their financial operations. BI provides full transparency, analysis, and delivery of financial and operational data. BI enables healthcare providers to drill from reports into detailed analyses of costs and revenues, view data underlying cash flow statements, and compare planned versus actual income and margin. BI’s analytical capabilities allow providers to analyze current care practice patterns to identify unnecessary or under-utilized services, execute cash flow analysis, forecast collections, and monitor underwriting requirements. In addition, BI enables healthcare organizations to meet statutory reporting requirements and ensure accountability from financial analysts to business unit management, executives, and directors.

Accounts payable Accounts receivable
Accrued expenses Assets in current vs prior period
Bad debt as % of net revenue Budget variance analysis
Capital expenditure growth rate Cash & equivalents
Cash collected vs target Cash on hand
Current asset turnover Current Ratio
Customer Plan migration Net assets
Net income Operating margin
% of capital expenses % of cash flow to total debt
% of cash flow to total liabilities % of charitable revenue
% of debt to capitalization % of out patient revenue

Quality & Performance KPI

Providing safe, quality care is a top priority for healthcare organizations. BI allows providers to improve performance by leveraging evidence-based performance data, tracking variations in quality, providing patient dashboards, setting alerts, and checking drug interactions. Providers can use BI to monitor the quality of their care according to the Health Plan Employer Data and Information Set (HEDIS) standards established by the National Committee for Quality Assurance to allow for performance comparisons across quality, patient access, patient satisfaction, utilization, and financials. Additionally, Dashboard can be used for improving quality at healthcare organizations, which empowers managers to make more timely decisions and participate in on-the-spot quality improvements. BI allows providers to identify the presence or absence of interventions recommended by evidence based medicine.

Dose Frequency of attacks
Handling costs Avg length of stay for patients
Length of visit with nurse practitioner Length of visit with physician
Medication error Monthly drug cost
% of follow ups No of emergency room visits
No of hospitalizations No of patients admitted
No of patients referred outside No of patients with infections
No of patients with vaccinations No of physicians visit
Packaging cost Patients satisfaction

Marketing KPIs:-

With a No. of hospitals, clinics & nursing centers, healthcare providers must place a greater focus on their marketing efforts to stay competitive. BI helps analyze the success of marketing efforts designed to demonstrate the clinical effectiveness of their products and services, create an increased feeling of overall wellness, and reduce workplace absenteeism. BI also allow providers to determine the most cost-effective marketing techniques by tracking campaign costs against budget, calculating the return on investment for campaigns, and comparing performance against goals. In addition, BI allows healthcare providers to use dashboards to show which products and services are profitable in specific patient segments and measure how their marketing efforts and corporate communications alter brand perception and affect brand performance.

Acquisition Advertising budget per procedure
Avg visit length to website Brand Management
Churn Analysis Customer Profitability
Customer Segmentation Demographic Analysis
Loyalty Program Market Share by Business
Marketing Focus group scores No of visit to website
Patient satisfaction Physician practices
Preference & permission bundling Retention

Above mentioned are some of the commonly used KPIs. Keeping a tab on them via selecting a proper Business Intelligence tool & correct implementation, can surely help them to rise above the competition & deliver a world class service to the patients.

For any query regarding Business Intelligence implementation, plz mail [email protected]

Nikhilesh

+91-7893947676