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>

<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

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.

[email protected]
Helical IT Solutions Pvt. Ltd,

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

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

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.
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.
Aim : To design a simple chart(on dashboard)
* 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
 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
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:
        ‘Profit’ as CATEGORY,
        ‘Measure’ as SERIES,
        YEAR_ID = 2004
        ‘Profit’ as CATEGORY,
        ‘Target’ as SERIES,
        YEAR_ID = 2003
        ‘Cost’ as CATEGORY,
        ‘Measure’ as SERIES,
        YEAR_ID = 2004
        ‘Cost’ as CATEGORY,
        ‘Target’ as SERIES,
        YEAR_ID = 2003
        ‘Revenue’ as CATEGORY,
        ‘Measure’ as SERIES,
        YEAR_ID = 2004
        ‘Revenue’ as CATEGORY,
        ‘Target’ as SERIES,
        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
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.
[email protected]

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.
  • 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
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.
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 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
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

Marimekko Charts – Data Visualization


What is Marimekko Chart? A Marimekko chart is a two-dimensional 100% chart, in which the width of a column is proportional to the total of the column’s values. Data input is similar to a 100% chart, with data represented as either absolute values or percentages of a given total.

Marimekko charts are widely adopted in Marketing for example to analyze customer segmentation and market segmentation.

This graph encodes two quantitative variables: one using the height and one using the width of the bars. For example – By attending to the heights of each bar segment, we can see what percentage of each company’s total sales were handled by each of the three sales channels. By attending to the widths of the bars, we can see the relative magnitudes of each company’s total sales. Each company’s sales in each individual channel is encoded through the areas of the rectangles (that is, the individual bar segments).

For instance, comparisons between Reebok’s U.S. sales and Adidas’ International sales can be made by comparing the areas of the two rectangles that represent them.


The following points need to be kept in mind while desiging Marimekko charts

 – Bars should be of the same heights

– Values in the columns to be preset in the percentage format

 Disadvantages of Marimekko Charts?

– Viewing graph as a whole is fine & reveals a lot of insights, but when we want to make comparisons between individual specific boxes, that is generally difficult.

– Marimekko graphs suffer from a problem that plagues any stacked bar graph: It is difficult to accurately make comparisons of the width or height of boxes that are not arranged next to one another along a common baseline.

Industry Specific Example?

– Generally used for marketing analysis all competitors in a particular market segment and individual share of competitors in each of the market segments. For ex – market share of three mobile handset makers (Nokia, Samsung, Motorola) in three segments (feature phone, smart phone, basic phone) and the share of each segment in the market itself using Marimekko charts