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.

 

 

Date Input Controls/ Components in Pentaho CDE with a working example

Hello guys…!!!

In this post you will learn about how to create date input controls in CDE.
The dashboard images which I am going to show below are having lots of .css code. I’m not covering all the things but concentrating only on Date input controls in CDE.

My Environment :
BI Server: Pentaho 4.5
CTools: Not found the version numbers of  C-Tools(Unable to check them)– perhaps..! lesser than 13
Database : hsqldb (Comes along with Pentaho installation — A java based small db for servers like pentaho)
NOTE: Images are taken in this post after creating the dashboard, please find the yellow rectangular boxes to understand.

You need to work out @ 3 places in “Components” section.
1. Generic
2. Selects
3. Charts
Explained from step 1 to step 3
You need to work out  @ 1 places in “Data Sources” section. i.e, all in “Properties”
I’m not concentrating on Layout part for this example. So wherever the HtmlObject you find in this example replace them with your working HtmlObjects.

Step 1: Creating parameters
* Design your dashboard as per your requirement ( In the images you can find the sample designs).
 In the “Components” section:
1. Click on components
2. Click on Generic
3. Click on Date parameter
4. Go to properties give the name
eg: param_start_date
5. Click + symbol  per another date parameter
6. Go to properties give the name
eg: param_end_date

Find the  image

Step 2: Creating Date input Components
In the “Components” section
1. Click on Components
2. Click on Selects
3. Click on “Date input Component”
4. Go to Properties give name. eg: start_date in  my example
5. In the properties give HtmlObject. eg: start_date_select
* HtmlObject is the name of the column where you are putting
your dateinput control.
6. Give  Parameter.[It will appear once you try to type]
eg: In step 1, created parameters. So here give “param_start_date”
7. Give Listeners[click on it, you will find the list of Listeners. Click OK]
8. Repeat 3-7 for “end_date” Date input
component.

Step 3:
Find the steps in image.

 
HtmlObject is the place where you are putting your chart.

Step 4: Applying parameters for Chart & Query
            In the “DataSources”
Find the steps in the image
Find the sub sequent image for  Parameters applying for chart & Query.

do same as shown in images.

Step 5:
Save the dashboard and then Click on “Preview” button.
See the images below for sample out put with date input controls.
Preview of the dashboard with out any input controls selection

Preview of the dashboard after selecting date input controls.. find the images below one by one.

Find the image for observing whether the chart becomes dynamic or not with different date input controls.

That’s it.. You are done with date input controls on dashboard.
Thank you for reading this small post.

Sadakar
[email protected]
Helical IT Solutions Pvt. Ltd,
Hyderabad.

Pentaho Community Dashboard (CDE) Basics – Creating a Simple Dashboard

Pentaho Community Dashboard Editor (CDE)
CTools Website – Community Tools

http://www.webdetails.pt/ctools.html

What is CDE ?
* CDE is one of the plugins for Pentaho BI Server, contributed and maintained by     Pentaho Partner webdetails.
* We create dashboards using this tool.
* Community Dashboard Editor (CDE) was born to simplify the creation, edition and      rendering processes of the CTools Dashboards.
* CDE is a very powerful and complete tool, combining front end with data sources and custom components in a seamless way.

Where you can get the plug-in in Pentaho Community Server ?
How to download the plug-in & what are the dependencies?

You can find the symbol “Pentaho Market place” on the menu bar..
Click on it you can see the Pentaho Marketplace editor as shown in below figure.
Find Community Dashboard Editor and Click on install.
As I have already installed it is showing as Up to Date.
Its generally a good practice to keep on updating the plugins with the latest version available in the market.
NOTE:
You must install the dependent plug-ins before you start working with CDE.

The dependencies for CDE are:
CDF(Community Dashboard Framework)
CDA(Community Data Access)
You must restart your server to take the effect of installation.

Where you can find the sample examples after installing?
* In the left side panel you can find plugin-samples folder.
* Expand it and then click on CDE
* In the Files you can find sample example CDE Sample Dashboard.
* Right Click on CDE_Sample Dashboard àThen click on Edit.
CDE has 3 major components
They are.
* Layout
* Componets
* Data Sources.CDE has developed based on MVC-2 architecture of Advanced Java Technologies.
* Layout – View
* Components – Controller
* Data sources – Model.
Find the images below to understanding the basic of CDE.

* Scroll down the dashboard. Find “About” on the left side and find the version number of CDE installed.

* Close the version window and Just click on Preview. I’ll let you know how to work out with all the components in CDE with a good working example.
* Now, just click on Preview. You can find the output of the dashboard as shown in below figures.

* Scroll down.

* Read the points that were in boxes. You will get the basic idea of CDE dash boarding.
Example:
Aim : To design a simple chart(on dashboard)
Environment:
* Pentaho BI Server community 4.8 stable version.
* CDA,CDF & CDE installed in the server from Market place.
Database: SampleData (It comes along with pentaho installation.. for this artical I’m not connecting to any external database.)
* This example was based upon CCC-Version1. The current Example which I’m going to explain is based upon CCC2-Version2.
* There are a lot of changes made from CCC-V1 to CCC-V2.
* Make sure your environment of CDE supports CCC-V2 for the example.

Step 1: Creating New CDE Dashboard
There are two ways to create a new CDE dashboard.
i) From the menu bar
ii) By clicking CDE icon
 Save your dashboard
 Click on Save -> Save your dashboard in your fav folder with your fav name.
 

After saving your dashboard  “Refresh your Repository” and then you can find the file as shown below figure.

Step 2:  Working with Layout, Componets and Data sources.
CDE is mainly works on scripting such as css, javascript.
Click on + sign.. (We are going to add Cascading Style Sheet code(css) code to our dashboard).
Resource type : css
External file
Resource type : css

Resource file : click on   ^  that is highlighted using arrow in the below image.

   * Give Styles2(do not give Styles2.css i.e, only give name but not extension).
   * It automatically cmes with .css extension and with $ and flower braces.
   * Save the css file externally to a folder as shown in below figure.
   * To see the Styles2.css appearing in the folder your file must contain some css code.
   * You must refresh your Repository to see the name of the file(Styles2.css) in the folder.
Giving Title to Dashboard:
*  CDE layout mainly works on Rows and Columns.
* Click on Add row symbol as shown in below figure.
 *  Give name of the Row and give back ground colour as shown in below figure.

* And give Corners: Round( it is below the back ground , not shown in the image-it is not visible here in the image)

 *  Now add Column(find ||) symbol on Layout Structure and click on it.

* Give all the necessary properties as shown in the below figure.
  Name: title
 HTML : <h1> Sales OverView YDT <h1> ( as show in figure at arrow symbol click on button.. You will be prompted to a new window there you have to write this HTML Code)
Font Size: 10
 See the preview:
The preview consists of only the title of the dashboard with its layout.
It is further going to be modified.

 Add your .css code here…

Css code
Body{
                background-color:#fffdf1;
}
h1{
                font-size:24px;
                color:#fff;
                margin-left:10px;
                margin-top:10px;
}
 Now see the preview.

By the time you get some idea on it.

Do as follows, I’m reducing the images now as you might get some idea..
Add another row -> Column->Html  as shown in figure.
For html give Name as title and write HTML code <h3>Sales Performance</h3>  in HTML editor
Add the following code to Styles.css to editor
h3{
    font-size:18px;
                font-weight:bold;
                color:#b68c58;
                margin-left:10px;
                margin-top:10px;
                margin-bottom:8px;
}
.salesTitle{
    color:#666;
                height:2px;
    margin-top:10px;
                margin-left:10px;
                margin-bottom:2px;
                width:939px;
}
Find the images for doing the above and see the preview again
 Add another column as shown in below figure

Give the following properties:

Name: sales_chart
Span size: 16
Now working with Data Sources and Query part:
  Click on Data Sources

·         Find SQL Queries in Left panel.
·         Click on sql over sqlJndi
·         In left panel give Properties
o   Name : get_sales_performance
o   Access Level : public (default)
o   Jndi: SampleData(We are working with pre defined database that comes along with pentaho software to develop this dashboard)
o   Query:
(
    SELECT
        ‘Profit’ as CATEGORY,
        ‘Measure’ as SERIES,
        SUM(ORDERFACT.TOTALPRICE-ORDERFACT.QUANTITYORDERED*PRODUCTS.BUYPRICE) AS MEASURE
    FROM
        ORDERFACT
    INNER JOIN PRODUCTS ON PRODUCTS.PRODUCTCODE = ORDERFACT.PRODUCTCODE
    WHERE
        YEAR_ID = 2004
)
UNION ALL
(
    SELECT
        ‘Profit’ as CATEGORY,
        ‘Target’ as SERIES,
        SUM(ORDERFACT.TOTALPRICE-ORDERFACT.QUANTITYORDERED*PRODUCTS.BUYPRICE) AS MEASURE
    FROM
        ORDERFACT
    INNER JOIN PRODUCTS ON PRODUCTS.PRODUCTCODE = ORDERFACT.PRODUCTCODE
    WHERE
        YEAR_ID = 2003
)
UNION ALL
(
    SELECT
        ‘Cost’ as CATEGORY,
        ‘Measure’ as SERIES,
        SUM(ORDERFACT.QUANTITYORDERED*PRODUCTS.BUYPRICE) AS MEASURE
    FROM
        ORDERFACT
    INNER JOIN PRODUCTS ON PRODUCTS.PRODUCTCODE = ORDERFACT.PRODUCTCODE
    WHERE
        YEAR_ID = 2004
)
UNION ALL
(
    SELECT
        ‘Cost’ as CATEGORY,
        ‘Target’ as SERIES,
        SUM(ORDERFACT.QUANTITYORDERED*PRODUCTS.BUYPRICE) AS MEASURE
    FROM
        ORDERFACT
    INNER JOIN PRODUCTS ON PRODUCTS.PRODUCTCODE = ORDERFACT.PRODUCTCODE
    WHERE
        YEAR_ID = 2003
)
UNION ALL
(
    SELECT
        ‘Revenue’ as CATEGORY,
        ‘Measure’ as SERIES,
        SUM(ORDERFACT.TOTALPRICE) AS MEASURE
    FROM
        ORDERFACT
    WHERE
        YEAR_ID = 2004
)
UNION ALL
(
    SELECT
        ‘Revenue’ as CATEGORY,
        ‘Target’ as SERIES,
        SUM(ORDERFACT.TOTALPRICE) AS MEASURE
    FROM
        ORDERFACT
    WHERE
        YEAR_ID = 2003
)
Working with Component
·         Click on Components
·         On the left panel click on Charts
·         In properties give the following
o   Name: sales_chart
o   Datasource: get_sales_performance
o   Width: 610
o   Height:140
o   HtmlObject : sales_chart
o   SeriesInRows : False
·         I will show you how to work with Advanced Properties in the upcoming posts on
CDE.
Now save your dashboard and Preview
The preview will look like as follows
That’s it.
This artical is for developing simple dashboard.
In my next article I’m going to make this dashboard dynamic with parameters and will make the dashboard better look and feel.
Thanks,
[email protected]

BUBBLE GRAPH / BUBBLE CHART

BUBBLE GRAPH / BUBBLE CHART

What is Bubble Chart? A bubble chart is used to visualize a data set with 2 to 4 dimensions. The first two dimensions are visualized as coordinates, the 3rd as color and the 4th as size. Bubble charts can facilitate the understanding of social, economical, medical, and other scientific relationships.

Bubble chart is often considered as an extension of scatter chart with the size & color factor also being introduced.

Caution?

Human visual system can feel the difference in the size, but with change in the radii (3rd dimension or variable), the corresponding change in the area is non linear. Hence proper care must be taken so that the change in the area is liner by mathematically altering the change in the radius according to the variables value.

Industry Specific Example?

– Project management to compare the risk and reward among projects. In a chart each project can be respresented by a bubble,the axis can represent the net present value and probability of success and the size of the bubble can represent the overall cost of the project

– Revenue contribution from different products & sales

Example of a Bubble Chart Usage