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Pentaho 5.0 Reporting by Example: Beginner's Guide
Pentaho 5.0 Reporting by Example: Beginner's Guide

Pentaho 5.0 Reporting by Example: Beginner's Guide: Learn to use the power of Pentaho for Business Intelligence reporting in a series of simple, logical stages. From installation in Windows or Linux right through to publishing your own Java web application, it's all here.

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Profile Icon MATTIO Profile Icon Dario R. Bernabeu
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Full star icon Full star icon Full star icon Full star icon Half star icon 4.5 (10 Ratings)
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Arrow left icon
Profile Icon MATTIO Profile Icon Dario R. Bernabeu
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$22.99 $32.99
Full star icon Full star icon Full star icon Full star icon Half star icon 4.5 (10 Ratings)
eBook Aug 2013 342 pages 1st Edition
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$22.99 $32.99
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$54.99
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Pentaho 5.0 Reporting by Example: Beginner's Guide

Chapter 2. Installation and Configuration

In this chapter we will look at the system requirements to be able to correctly execute the Pentaho Report Designer (PRD), and we will explain how to meet these requirements step-by-step.

We will download PRD 5.0 from SourceForge.net and explain how different versions of PRD are organized on the download site.

Once we have downloaded PRD, we will install it in our operating system. We will also explain how to configure the drivers that will be used and how to assign more RAM to the PRD execution environment.

Throughout this book we use the MySQL example database Sakila DB for creating different reports. We will explain what Sakila DB is and how to download and install it using the MySQL command-line processor (CLP).

We will show the tables of Sakila DB and their relations using entity relationship diagrams (ERD).

In this chapter we will learn how to:

  • Install the JDK
  • Set the JAVA_HOME and PATH variables
  • Download and install Pentaho Report...

Configuring the environment

The system requirements needed to run PRD are installing JDK and configuring the environment variables.

System requirements

To correctly execute PRD, the following are necessary:

  • The Java Runtime Environment (JRE) 1.7 or higher installed
  • The JAVA_HOME variable configured
  • The PATH variable entry configured, pointing to [JAVA_HOME]/bin

While only JRE is necessary to execute PRD and the other applications that we will discuss in this book, we will also need the Java Development Kit (JDK) to develop one of the applications in the last chapters. For this reason, we will install JDK 1.7.

Note

JDK also includes the Java Virtual Machine (JVM), a series of tools that lets us develop Java applications, including a compiler, a debugger, the API source code, the JRE, and so on.

Time for action – installing JDK and configuring the environment variables

To configure the JAVA_HOME and PATH variables, follow these steps:

Installing on a LINUX environment:

  1. Install JDK 1.7. You can go to the official Java website (www.java.com), download the installer file and then execute it in your operating system. Or you can execute the following commands in a terminal:
    shell> sudo add-apt-repository ppa:webupd8team/java
    shell> sudo apt-get update
    shell> sudo apt-get install oracle-java7-installer
  2. Write the following command in the terminal:
    shell> sudo gedit /etc/environment
  3. Add a line in this file that contains the following (or similar, depending on each environment):
    JAVA_HOME="/usr/lib/jvm/java-7-oracle"
  4. To the beginning of the value of the PATH variable, add the /usr/lib/jvm/java-7-oracle/bin: string.

    Note

    The separator for the PATH entries in Linux environments is ":".

  5. The /etc/environment file should look like this:
    Time for action – installing JDK and configuring the environment variables
  6. Restart the session.

In Windows...

Time for action – downloading, installing, and configuring PRD

We will download PRD from the SourceForge.net repositories, install PRD, and set your RAM:

  1. To download PRD, paste http://sourceforge.net/projects/pentaho/files/Report%20Designer/ in your web browser.

    Different versions of PRD are stored here, each version in its own folder.

    In the latest versions, we can recognize the type of content of the packages according to the following pattern:

    • prd-source-[version].zip: This contains the PRD source code
    • prd-ce-[version].zip: This contains the Windows distribution
    • prd-ce-mac-[version].tar.gz: This contains the Mac distribution
    • prd-ce-[version].tar.gz: This contains the Linux distribution

    In our case, we download Version 5.0.0; therefore, in Linux environments, we should download the following file:

    • prd-ce-5.0.0.stable.tar.gz

    And in Windows environments, we should download the following file:

    • prd-ce-5.0.0.stable.zip
  2. Now we will install PRD.

    We choose a folder and unzip the file according to our...

Learning the Sakila database

Sakila DB is an example database developed by Mike Hillyer, who is a member of the MySQL AB documentation team. The goal of Sakila DB is to be the example database used in books, articles, tutorials, examples, and so on. Sakila's development dates back to 2005. Since then, it has grown and become stronger through various community contributions.

Sakila DB is designed to store information for a video rental store: actors, movies, clients, rentals, payments, and so on.

Sakila is the name of the dolphin used in the official MySQL logo:

Learning the Sakila database

Note

About MySQL in this book

In this book, we assume that the reader has MySQL Server 5 or later installed. The installation and configuration of MySQL Server is beyond the scope of this book. There are many good tutorials on how to install MySQL in different operating systems, for example, http://dev.mysql.com/doc/workbench/en/wb-starting.html.

Time for action – downloading and installing Sakila DB

Sakila DB can be downloaded from http://dev.mysql.com/doc/index-other.html.

After browsing to that URL, follow these steps to download and install Sakila:

  1. In the Example Databases section, you will find the links to download Sakila DB, as shown in the following screenshot.
    Time for action – downloading and installing Sakila DB
  2. Once the correct file has been downloaded, we will unzip it in a temporary folder that we will call [SAKILA_TMP].
  3. Then, we will execute two commands in a terminal to create the database and populate it with data.
  4. First, we will execute the sakila-schema.sql script to create the general schema of the Sakila database, that is, the tables, views, and so on. After executing the following command, we will be asked for the root user password. This is determined by the following command...

Configuring the environment


The system requirements needed to run PRD are installing JDK and configuring the environment variables.

System requirements

To correctly execute PRD, the following are necessary:

  • The Java Runtime Environment (JRE) 1.7 or higher installed

  • The JAVA_HOME variable configured

  • The PATH variable entry configured, pointing to [JAVA_HOME]/bin

While only JRE is necessary to execute PRD and the other applications that we will discuss in this book, we will also need the Java Development Kit (JDK) to develop one of the applications in the last chapters. For this reason, we will install JDK 1.7.

Note

JDK also includes the Java Virtual Machine (JVM), a series of tools that lets us develop Java applications, including a compiler, a debugger, the API source code, the JRE, and so on.

Left arrow icon Right arrow icon

Key benefits

  • Install and configure PRD in Linux and Windows
  • Create complex reports using relational data sources
  • Produce reports with groups, aggregate functions, parameters, graphics, and sparklines
  • Install and configure Pentaho BI Server to execute PRD reports
  • Create and publish your own Java web application with parameterized reports and an interactive user interface

Description

Open source reporting tools and techniques, such as PRD, have been comparable in quality to their commercial counterparts this is largely due to the market's marked tendency to choose open source solutions. PRD is a very powerful tool and in order to take full advantage of it you need to pay attention to the important details. Pentaho 5.0 Reporting by Example: Beginner's Guide clearly explains the the foundation and then puts those concepts into practice through step-by-step visual guides. Feeling confident with your newly discovered, desirable, skill you will have the power to create your very own professional reports including graphics, formulas, sub-reports and many other forms of data reporting.Pentaho 5.0 Reporting By Example: Beginner's Guide is a step-by-step guide to create high quality, professional reports. Starting with the basics we will explore each feature to ensure a thorough understanding to peel back the curtain and take full advantage of the power that Pentaho puts at our fingertips. This book gives you the necessary resources to create a great variety of reports. You will be able to make reports that contain sub-reports, include graphics, sparklines and so on. You will also be able to parameterize your reports so that the final user can decide what information to visualize. You will be able to create your own stoplight type indicators and drill down in your reports. and execute your reports from your own web application. Pentaho 5.0 Reporting By Example: Beginner's Guide lets you learn everything necessary to work seriously with one of the world's most popular open source reporting tools. This book will guide you chapter by chapter through examples, graphics, and theoretical explanations so that you feel comfortable interacting with Pentaho Report Designer and creating your own reports.

Who is this book for?

Pentaho 5.0 By Example: Beginner's Guide is the ideal companion for a wide-variety of developers. Whether you are new to the world of Business Intelligence reporting, or an experienced BI analyst, this book will guide you through the creation of your first reports in Pentaho. We assume some knowledge of the SQL language and database systems.

What you will learn

  • Download, configure, and install Pentaho Report Designer
  • Create your own data sources or insertable objects that can use them
  • Produce reports with different hierarchical levels and create aggregate functions to calculate totals and sub-totals
  • Use parameters in your reports to enable the user to interact directly with your report
  • Generate your own sub-reports and add graphics and sparklines
  • Create reports with the capacity to drill down
  • Publish and execute your reports on the Pentaho BI Server
  • Produce reports that use session variables such as user, role, to vary their content
  • Develop your own Java web application to execute your reports.

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Length: 342 pages
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Length: 342 pages
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Table of Contents

17 Chapters
1. What is Pentaho Report Designer? Chevron down icon Chevron up icon
2. Installation and Configuration Chevron down icon Chevron up icon
3. Start PRD and the User Interface (UI) Layout Chevron down icon Chevron up icon
4. Instant Gratification – Creating Your First Report with PRD Chevron down icon Chevron up icon
5. Adding a Relational Data Source Chevron down icon Chevron up icon
6. Adding Groups Chevron down icon Chevron up icon
7. Adding Parameters Chevron down icon Chevron up icon
8. Using Formulas in Our Reports Chevron down icon Chevron up icon
9. Adding Charts Chevron down icon Chevron up icon
10. Adding Subreports Chevron down icon Chevron up icon
11. Publishing and Running Reports in Pentaho BA Server Chevron down icon Chevron up icon
12. Making a Difference – Reports with Hyperlinks and Sparklines Chevron down icon Chevron up icon
13. Environment Variables, Stylesheets, and Crosstabs Chevron down icon Chevron up icon
14. PRD Reports Embedded in Web Applications Chevron down icon Chevron up icon
A. Sakila DB Data Dictionary Chevron down icon Chevron up icon
B. Pop Quiz Answers Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

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rgillespi Dec 15, 2014
Full star icon Full star icon Full star icon Full star icon Full star icon 5
easy to read/comprehend, hope it's enough to get me a job
Amazon Verified review Amazon
Devashish Rao Feb 07, 2014
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This is a Good Book. Detailed step by step explanation is given for implementing report using Pentaho.Recommended for Beginners as well as freshers.Devashish RaoPentaho Developer and Analyst.
Amazon Verified review Amazon
Rodrigo Porto Jan 10, 2014
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For me, the PRD was one of the tools of Pentaho suite more obscure and difficult to use.It "was" until I started reading this book.The book follows a great didactic to clarify and teach all the features of this great Pentaho tool.Strongly recommend this book for both beginners and those who already have plenty of experience in Pentaho reporting.
Amazon Verified review Amazon
Will Gorman Nov 29, 2013
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It’s been four years since I published Pentaho Reporting 3.5 for Java Developers. A lot has changed in Pentaho Reporting since then, so it’s great to see a new book now available from Packt, Pentaho 5.0 Reporting by Example: Beginner’s Guide, co-authored by Mariano Mattio and Dario Bernabeu. This book has a different purpose than the Java Developer book, it’s focus is a deeper dive into examples to quickly bring folks up to speed on the various capabilities of Pentaho Reporting.For those who already are familiar with the basics of Pentaho Reporting, I would still recommend this book for a couple of reasons. First, Chapter 12 covers both content linking and sparklines, very useful features for your every day reports. Second, one of the newest features in Pentaho Reporting 5.0 is stylesheets. In Chapter 13, this book does a great job at an initial introduction to get you started on this powerful capability.Thanks Mariano and Dario for this great contribution!
Amazon Verified review Amazon
Wesley Seidel Carvalho Jan 09, 2014
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I've been working for at least a 4 year old with Pentaho and its ecosystem.During this period I have followed developments of the tools and support materials for learning, among them some books.Recently I acquired this book and even having worked with Pentaho Reporting, could still learn more from this book. I liked a lot of the approach in the use of the database "sakila" of the Mysql to illustrate the various possibilities of the tool.The examples are really useful. In addition, the book covers well the possibilities of the tool.Teaches since the creation of simpler report by creating parameterized reports and the use of charts, sparklines, and even create and apply CSS and the use of crosstabs.With regard to programming, teaches since how to configure an application server, with tomcat, until the creation of a "Dynamic Web Project" in eclipse, the use of the PRD library and use the models created in the tool.Anyway, this is a great book to have for the use of the PRD and as a possible reference.Congratulations to the authors, and thank you for this contribution.
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