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Home > Data > Data Processing > Learning Pentaho CTools
Learning Pentaho CTools
Learning Pentaho CTools

Learning Pentaho CTools: Acquire finesse with CTools features and build rich and custom analytics solutions using Pentaho

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Learning Pentaho CTools

Chapter 2. Acquiring Data with CDA

When we want to display data on a dashboard, we need to get this data from anywhere and display it in the easiest way possible, without having to write code to parse the results in a way that components can make use of these results. Using Pentaho, you have many ways to access data. If you are calling a report built with Pentaho plugins or client tools, you will be able to select one kind of data source, but if you want to use your own application and make use of Pentaho data, it would be possible for you to use XMLA, Kettle transformations as web services, and the Community Data Access (CDA) plugin.

The purpose of this book is to cover Community Tools, so this chapter is focused on the use of CDA. You will learn about the available data sources, how to create a new data source, how to pass some parameters to the query to get the right results, and then how to preview the results. You can write your own customized queries but if this is not enough...

Introduction to CDA

CDA was one of the first CTools. Its main purpose is to provide data abstraction for multiple kinds of data sources wrapped as web services. It was first created to be used as an interface between the data connections and the Community Dashboard Framework (CDF), but nowadays it can also be used in Report Designer to embed data in third-party applications.

CDA includes many different output types that we can configure, and also includes some configurable cache options to optimize performance, which you will have the chance to learn about. Another great feature in CDA that is somehow related to performance, is to sort and paginate on the server side.

The following diagram is an example of how CDA can be used to acquire data from. CDA is able to provide data to a CDF and/or CDE dashboards. However, an external application can get data directly from CDA using its endpoints. When requested for data, CDA will check whether the cache is enabled and whether there are results...

Creating a new CDA data source

There are multiple ways to create CDA data sources. One of the ways is to use CDE, where no code or XML is needed, and we will cover this later in the CDE chapter. There is another way, which is using the CDA editor, or just editing the file by hand using the Pentaho Text Editor plugin.

For now, I want you to understand the internals of CDA, so we need to start with the hardest way to create a CDA file—by creating/editing an XML file. The CDA files that are XML files will define the Pentaho repository and will have a .cda extension. This way, Pentaho will recognize the file extension and will provide the capability to preview the results or edit the file. The main structure of a CDA file is the following:

<?xml version="1.0" encoding="UTF-8"?>
<CDADescriptor>
   <DataSources>
      <!—- HERE LIVES EACH ONE OF <Connection>-->
   </DataSources>
   <!—- HERE LIVES EACH ONE OF <DataAccess...

Available types of CDA data sources

The data sources covered in this book are the ones already pointed out previously, but we need to see them in detail. To create a new data source, you should also specify the attribute type that will be used to distinguish the method to be called on the server side to get the data and return the results. Depending on the data source that you are creating, you should also specify some properties that may be different depending on the kind of data source. Let's look at each one of the available options.

Each one of the following distinguished subsections will give you a brief overview and inform you about the properties that should be defined for the connections and also for the Data Access types. There are some common properties, such as the columns, that we will cover later in this chapter. For now, we will only focus on the different ones.

SQL databases

You can use this type of connection to get data from any source that uses Structured Query Language...

Common properties

There are some common properties that should or can be used when defining a Data Access. These properties are:

  • Cache: The cache can also be defined as an attribute when defining a Data Access. When defining the cache as an element, we should also specify the two attributes, duration and enabled. The first attribute is used to define the time that the query will be cached since the last execution. The enabled attribute will be set to true or false depending on whether you want to enable it or disable it.
  • Name: This is the friendly name of the data access being defined.
  • Columns: This is an element that can create a different output by changing the name of a column or just by adding new ones using calculated columns. To change the name of columns, you would just need to specify the columns' idx, starting from 0, and the desired name, as shown in the following example:
    <Column idx="0">
   <Name> Region </Name>    
</Column>
<Column idx...

Editing and previewing

Once you have created a file and uploaded it to BA Server, the .cda extension will tell Pentaho how to handle this file. When clicking on a .cda file, in the context menu that becomes available on the right side of Pentaho User Console (PUC), you will be able to edit and open the previewer. When selecting edit, you will see a screen like the following:

Editing and previewing

You can see the editor on the center of the page, and three buttons on the right-hand side, above the editor. We are able to change the XML file and use the buttons to trigger some actions. The available actions are:

  • Save: To save the changes we can make in the editor
  • Reload: To reload the content of the file
  • Preview: This will open the previewer so that we can see the results of the execution of the data source

There are two ways to preview a query result when using CDA. The first one is using the CDA previewer, a GUI that will let you select the Data Access that you would like to execute. To open the previewer, you can...

Introduction to CDA

CDA was one of the first CTools. Its main purpose is to provide data abstraction for multiple kinds of data sources wrapped as web services. It was first created to be used as an interface between the data connections and the Community Dashboard Framework (CDF), but nowadays it can also be used in Report Designer to embed data in third-party applications.

CDA includes many different output types that we can configure, and also includes some configurable cache options to optimize performance, which you will have the chance to learn about. Another great feature in CDA that is somehow related to performance, is to sort and paginate on the server side.

The following diagram is an example of how CDA can be used to acquire data from. CDA is able to provide data to a CDF and/or CDE dashboards. However, an external application can get data directly from CDA using its endpoints. When requested for data, CDA will check whether the cache is enabled and whether there are results...

Creating a new CDA data source

There are multiple ways to create CDA data sources. One of the ways is to use CDE, where no code or XML is needed, and we will cover this later in the CDE chapter. There is another way, which is using the CDA editor, or just editing the file by hand using the Pentaho Text Editor plugin.

For now, I want you to understand the internals of CDA, so we need to start with the hardest way to create a CDA file—by creating/editing an XML file. The CDA files that are XML files will define the Pentaho repository and will have a .cda extension. This way, Pentaho will recognize the file extension and will provide the capability to preview the results or edit the file. The main structure of a CDA file is the following:

<?xml version="1.0" encoding="UTF-8"?>
<CDADescriptor>
   <DataSources>
      <!—- HERE LIVES EACH ONE OF <Connection>-->
   </DataSources>
   <!—- HERE LIVES EACH ONE OF <DataAccess> -->
</CDADescriptor&gt...

Available types of CDA data sources

The data sources covered in this book are the ones already pointed out previously, but we need to see them in detail. To create a new data source, you should also specify the attribute type that will be used to distinguish the method to be called on the server side to get the data and return the results. Depending on the data source that you are creating, you should also specify some properties that may be different depending on the kind of data source. Let's look at each one of the available options.

Each one of the following distinguished subsections will give you a brief overview and inform you about the properties that should be defined for the connections and also for the Data Access types. There are some common properties, such as the columns, that we will cover later in this chapter. For now, we will only focus on the different ones.

SQL databases

You can use this type of connection to get data from any source that uses Structured Query Language (SQL...

Common properties

There are some common properties that should or can be used when defining a Data Access. These properties are:

  • Cache: The cache can also be defined as an attribute when defining a Data Access. When defining the cache as an element, we should also specify the two attributes, duration and enabled. The first attribute is used to define the time that the query will be cached since the last execution. The enabled attribute will be set to true or false depending on whether you want to enable it or disable it.

  • Name: This is the friendly name of the data access being defined.

  • Columns: This is an element that can create a different output by changing the name of a column or just by adding new ones using calculated columns. To change the name of columns, you would just need to specify the columns' idx, starting from 0, and the desired name, as shown in the following example:

    <Column idx="0">
   <Name> Region </Name>    
</Column>
<Column idx="1">
   ...

Editing and previewing

Once you have created a file and uploaded it to BA Server, the .cda extension will tell Pentaho how to handle this file. When clicking on a .cda file, in the context menu that becomes available on the right side of Pentaho User Console (PUC), you will be able to edit and open the previewer. When selecting edit, you will see a screen like the following:

You can see the editor on the center of the page, and three buttons on the right-hand side, above the editor. We are able to change the XML file and use the buttons to trigger some actions. The available actions are:

  • Save: To save the changes we can make in the editor

  • Reload: To reload the content of the file

  • Preview: This will open the previewer so that we can see the results of the execution of the data source

There are two ways to preview a query result when using CDA. The first one is using the CDA previewer, a GUI that will let you select the Data Access that you would like to execute. To open the previewer, you...

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Key benefits

  • Learn everything you need to know to make the most of CTools
  • Create interactive and remarkable dashboards using the CTools
  • Understand how to use and create data visualizations that can make the difference
  • The author of our book works for Pentaho as a Senior Consultant
  • Acts as a follow-up to Packt's previously published products on Pentaho such as Pentaho Business Analytics Cookbook, Pentaho Analytics for MongoDB, Pentaho Data Integration Cookbook - Second Edition, and Pentaho Reporting Video
  • Our book is based on the latest version of Pentaho, that is, 6.0

Description

Pentaho and CTools are two of the fastest and most rapidly growing tools for practical solutions not found in any other tool available on the market. Using Pentaho allows you to build a complete analytics solution, and CTools brings an advanced flexibility to customizing them in a remarkable way. CTools provides its users with the ability to utilize Web technologies and data visualization concepts, and make the most of best practices to create a huge visual impact. The book starts with the basics of the framework and how to get data to your dashboards. We'll take you all the way through to create your custom and advanced dashboards that will create an effective visual impact and provide the best user experience. You will be given deep insights into the lifecycle of dashboards and the working of various components. Further, you will create a custom dashboard using the Community Dashboards Editor and use datasources to load data on the components. You will also create custom content using Query, the Freeform Addins Popup, and text components. Next, you will make use of widgets to create similar sections and duplicate components to reproduce other components on a dashboard. You will then learn to build a plugin without writing Java code, use Sparkl as a CPK plugin manager, and understand the application of deployment and version control to dashboard development. Finally, you will learn tips and tricks that can be very useful while embedding dashboards into other applications. This guide is an invaluable tutorial if you are planning to use custom and advanced dashboards among the solutions that you are building with Pentaho.

Who is this book for?

If you are a CTools developer and would like to expand your knowledge and create attractive dashboards and frameworks, this book is the go-to-guide for you. A basic knowledge of JavaScript and Cascading Style Sheets (CSS) is highly recommended.

What you will learn

  • Install Community Tools on Pentaho; and understand the necessary concepts and considerations when creating an exciting dashboard design
  • Get data from many different Pentaho datasources and deliver it in different formats (CSV, XLS, XML, or JSON)
  • Use the Community Data Access (CDA) as the data abstraction layer and understand the concepts in the Community Dashboard Framework (CDF)
  • Create a Community Dashboard Editor (CDE) dashboard and make the most of the main components
  • Create and make use of widgets and use duplicate components to have data-driven sections on the dashboard
  • Customize and create interaction between all components, including charts, using the Community Charts Components
  • Create and embed dashboards in a better and new way
  • Create plugins and make use of parameters inside Pentaho without writing code
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Publication date : May 31, 2016
Length: 388 pages
Edition : 1st
Language : English
ISBN-13 : 9781785283420
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Category :
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Languages :
Java
Concepts :
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Tools :
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Publication date : May 31, 2016
Length: 388 pages
Edition : 1st
Language : English
ISBN-13 : 9781785283420
Vendor :
Pentaho
Category :
Data
Languages :
Java
Concepts :
Data Processing
Tools :
Pentaho

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Table of Contents

11 Chapters
1. Getting Started with CTools Chevron down icon Chevron up icon
1. Getting Started with CTools
Introducing the CTools
Considerations before creating a dashboard
The first steps in creating a dashboard
Team and project management
Developing a dashboard
Concepts and frameworks used
Summary
2. Acquiring Data with CDA Chevron down icon Chevron up icon
2. Acquiring Data with CDA
Introduction to CDA
Creating a new CDA data source
Available types of CDA data sources
Common properties
Editing and previewing
Manipulating the output of a data source
CDA cache
Web API reference
Hands-on dashboards
Summary
3. Building the Dashboard Using CDF Chevron down icon Chevron up icon
3. Building the Dashboard Using CDF
Understanding the basics of a CDF dashboard
Using components inside the dashboards
Defining data sources for components
Creating and using parameters in data sources
The importance of listeners inside the components
Interaction between components
Using preExecution and postExecution
Understanding how to work with postFetch
Using preChange and postChange
Priority of component execution
Available components and properties
Adding resources – JavaScript and CSS
Dashboards utilities
Dashboard storage
Dashboard context
Useful functions of the CDF API
Summary
4. Leverage the Process with CDE Chevron down icon Chevron up icon
4. Leverage the Process with CDE
A brief introduction to CDE
Working with the editor
Parameter, parameters, and listeners, again
Putting it all together
Summary
5. Applying Filters to the Dashboard Chevron down icon Chevron up icon
5. Applying Filters to the Dashboard
The select component
The multi-select component
The filter component
Date range input component
The multi-button component
Summary
6. Tables, Templates, Exports, and Text Components Chevron down icon Chevron up icon
6. Tables, Templates, Exports, and Text Components
Table component
Template component
Export button component
Export Popup button component
Text component
Summary
7. Advanced Concepts Using CDF and CDE Chevron down icon Chevron up icon
7. Advanced Concepts Using CDF and CDE
References to components, parameters, and layout elements
The query and freeform components
Creating add-ins
The template add-in
Extending CDF and CDE with new components
Extending or creating new dashboard types
Creating a new dashboard style/template
Bookmarkable parameters
Internationalization and localization
The dashboard component
Summary
8. Visualizations Using CCC Chevron down icon Chevron up icon
8. Visualizations Using CCC
Some background on CCC
Making use of the CCC library in a CDF dashboard
Mandatory and desirable properties
Mapping data
Making use of CCC in CDE
Changing properties in preExecution or postFetch
Handling the click event
Internationalization of CCC Charts
What are extension points and how do you use them?
Formatting a basis axis label based on the scale
Customizing tooltips
Pie chart showing the value in the center
Dimensions
Debugging the CCC charts
CGG – Community Graphics Generator
References
Summary
9. Pentaho App Builder Chevron down icon Chevron up icon
9. Pentaho App Builder
Understanding Pentaho App Builder
Installing Pentaho App Builder
Create a new plugin
Summary
10. Embed, Deploy, and Debug Chevron down icon Chevron up icon
10. Embed, Deploy, and Debug
Embedding dashboards
Debugging
Delivering a solution
How to get help and help others
Summary
Index Chevron down icon Chevron up icon
Index

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About the author

Profile icon Gaspar
Gaspar
Github icon
Miguel Gaspar started working at Webdetails about 3 years ago, some time before the acquisition of Webdetails by Pentaho. He was a consultant in the Implementation team and his work involved developing dashboard solutions as part of services. He is now acting as the technical owner of some of the Implementations projects as part of the Webdetails team in Pentaho. He likes to be as professional as possible, but in an informal way. One of his favorite hobbies is learning and his particular areas of interest are: business analytics, predictive analysis and big data, augmented reality, and cloud computing. He likes to play and is a huge martial arts fan and also one of the worst soccer players ever. He is married and a parent of two young and lovely daughters, who would like to spend more time playing like crazies with him. He also likes to spend time with friends or just having a drink and a good talk with someone else, if possible with his family at his side. He really hates liars.
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FAQs

What is the delivery time and cost of print book? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela
What is custom duty/charge? Chevron down icon Chevron up icon

Customs duty are charges levied on goods when they cross international borders. It is a tax that is imposed on imported goods. These duties are charged by special authorities and bodies created by local governments and are meant to protect local industries, economies, and businesses.

Do I have to pay customs charges for the print book order? Chevron down icon Chevron up icon

The orders shipped to the countries that are listed under EU27 will not bear custom charges. They are paid by Packt as part of the order.

List of EU27 countries: www.gov.uk/eu-eea:

A custom duty or localized taxes may be applicable on the shipment and would be charged by the recipient country outside of the EU27 which should be paid by the customer and these duties are not included in the shipping charges been charged on the order.

How do I know my custom duty charges? Chevron down icon Chevron up icon

The amount of duty payable varies greatly depending on the imported goods, the country of origin and several other factors like the total invoice amount or dimensions like weight, and other such criteria applicable in your country.

For example:

  • If you live in Mexico, and the declared value of your ordered items is over $ 50, for you to receive a package, you will have to pay additional import tax of 19% which will be $ 9.50 to the courier service.
  • Whereas if you live in Turkey, and the declared value of your ordered items is over € 22, for you to receive a package, you will have to pay additional import tax of 18% which will be € 3.96 to the courier service.
How can I cancel my order? Chevron down icon Chevron up icon

Cancellation Policy for Published Printed Books:

You can cancel any order within 1 hour of placing the order. Simply contact customercare@packt.com with your order details or payment transaction id. If your order has already started the shipment process, we will do our best to stop it. However, if it is already on the way to you then when you receive it, you can contact us at customercare@packt.com using the returns and refund process.

Please understand that Packt Publishing cannot provide refunds or cancel any order except for the cases described in our Return Policy (i.e. Packt Publishing agrees to replace your printed book because it arrives damaged or material defect in book), Packt Publishing will not accept returns.

What is your returns and refunds policy? Chevron down icon Chevron up icon

Return Policy:

We want you to be happy with your purchase from Packtpub.com. We will not hassle you with returning print books to us. If the print book you receive from us is incorrect, damaged, doesn't work or is unacceptably late, please contact Customer Relations Team on customercare@packt.com with the order number and issue details as explained below:

  1. If you ordered (eBook, Video or Print Book) incorrectly or accidentally, please contact Customer Relations Team on customercare@packt.com within one hour of placing the order and we will replace/refund you the item cost.
  2. Sadly, if your eBook or Video file is faulty or a fault occurs during the eBook or Video being made available to you, i.e. during download then you should contact Customer Relations Team within 14 days of purchase on customercare@packt.com who will be able to resolve this issue for you.
  3. You will have a choice of replacement or refund of the problem items.(damaged, defective or incorrect)
  4. Once Customer Care Team confirms that you will be refunded, you should receive the refund within 10 to 12 working days.
  5. If you are only requesting a refund of one book from a multiple order, then we will refund you the appropriate single item.
  6. Where the items were shipped under a free shipping offer, there will be no shipping costs to refund.

On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on customercare@packt.com within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

What tax is charged? Chevron down icon Chevron up icon

Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

What payment methods can I use? Chevron down icon Chevron up icon

You can pay with the following card types:

  1. Visa Debit
  2. Visa Credit
  3. MasterCard
  4. PayPal
What is the delivery time and cost of print books? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela