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Transcript of Pentaho BI
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A Project Report on Pentaho Business
Intelligence
Academic Session 2011-13
INSTITUTE OF MANAGEMENT TECHNOLOGY
Subject: MANAGEMENT INFORMATION SYSTEM
Submitted By:
Aabhas Rastogi 11DCP053
Abhishek Gupta 11DCP055
Nikhar Gupta 11DCP084
Paras Arora 11DCP086
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Introduction
Pentaho BI Suite Enterprise Edition allows you to deploy the worlds most
popular open source BI suite with confidence, security, and far lower total cost
of ownership than proprietary alternatives. Pentaho BI Suite Enterprise Edition
provides additional capabilities including a comprehensive professional
technical support program, software maintenance, enhanced software
functionality, certified software, product expertise, and the best software
assurance program in the industry .The Pentaho BI Suite Enterprise Edition
extends Pentahos best-in-class open source business intelligence (BI)
capabilities with additional software and services designed to help you and
your organization:
y Achieve BI success
y Save time, resources, and money
y Mitigate risk
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The Pentaho BI Platform is a Web-based framework that leverages elements
of Pentaho Analysis and Pentaho Reporting to provide easy-to-use tools for
creating and sharing Pentaho Analyzer reports, ad hoc reports, and
dashboards. It is the heart of the BI Suite, which also includes powerful
software to prepare your data and create detailed reports. The BI PlatformEnterprise Edition includes two graphical user interfaces: The Pentaho User
Console, which helps you discover patterns, trends, and other hidden
information about your data; and the Pentaho Enterprise Console, which gives
sysadmins, IT managers, CIOs, and database administrators fine-grained
control over every aspect of BI Platform configuration, management, and
security. This major release gives power to the user with new interactive
reporting, rich data discovery capabilities, and a completely redesigned user
interface. Pentaho now delivers dramatic progress in the ability for businessusers to access, report, and analyze data from more sources, more easily, and
quicker than ever before.
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The Challenges of Business Intelligence
There are multiple problems encountered by the traditional approach to BI
projects.These problems can be grouped into categories:
People and skills required
Many projects never start because the number and diversity of the people
required is too great.
Lack of iterations
Many projects fail because the initial prototype, if done at all,is the only
iteration of requirements and design.
Suitability of the tools
The usability and productivity of the existing BI tools are impediments
for many BI
projects, as are the hardware requirements for the combined tool set.
Costs
The pricing and licensing of BI Software and the cost of the necessary
hardware increases the risk of undertaking a BI project.
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Pentaho Reporting
Pentaho Reporting is a suite of tools for creating pixel perfect reports. With
Pentaho Reporting you are able to transform data into meaningful information
tailored to your audience. You can create HTML, Excel, PDF, Text or printed
reports. If you are a developer, you can also produce CSV and XML reports to
feed other systems.
Pentaho Reporting's development is driven by the goal to create a flexible yet
simple to use reporting engine. Using the reporting engine gives you
unmatched flexibility to create reports that adapt to your data as almost every
property can be computed during report generation. Your reports can include
data from virtually any data-source due to Pentaho Reporting's large selectionof data-sources, including SQL-databases, OLAP data sources and even the
Pentaho Data-Integration ETL tool.
With high performance at low memory consumption the report processing can
scale from small footprint embedded scenarios to large-scale enterprise
reporting scenarios. Pentaho Reporting integrates perfectly with the Pentaho
BI-Server to share your reports with your co-workers and peers.
y Level of difficulty for business users to use, execute, interact with: Easy -
-> Medium
y Level of difficulty for developer to create: Easy --> Medium
y No training is necessary for business users to execute and understand
y At the minimum, report queries and report layout defintions are created
using the Pentaho Report Designer
y Uses standard RDBMS table structures
y A developer usually develops the query and the report definition
(layout,structure) in the Pentaho Report Designery The query can be a SQL or Stored Procedure (JNDI), MQL, XQuery, or
Mondrian MDX query
y You can create summary and detail level reports and link them together
via drill downs and parameter passing via hyper-linking or style
expressions
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y Summary and Detail reports need to be published to BI Server and then
linked together - you need to know the URL of the detail report and its
parms to pass
y Can have additional parameters added if necessary to change the
structure of the report as well as filtersy Developer creating a drill down to detail from the summary report,
needs to know the detail report action sequence name, the proper URL
to call and the parameter names to pass
y Can be emailed or distributed in a number of different means by editing
the published action sequences with Pentaho Design Studio
y Can be customized to desired look and feel very easily using the Pentaho
Report Designer
y
N
ormally the structure of report is relatively left unchanged but can bemade dynamic with certain design techniques used for Guided Ad hoc
y Can be used as Structured or Guided Ad hoc report templates by utilizing
parametrized Pentaho Report Definitions and parametrized action
sequences
Ad Hoc Reporting
Pentaho Report Designer is the most comprehensive report design tool in the
Pentaho BI Suite Enterprise Edition, but for preliminary report exploration or
to generate a report quickly use the ad hoc report wizard built into the
platform. Ad hoc reporting helps you quickly identify and group interesting and
relevant data, apply constraints to it, and generate a report. The resulting
reports are viewable through the built-in preview feature; through a Pentaho
Reporting-based Web application; or as a standalone PDF, XLS, CSV, or HTML
file.The processes performed are:
1) Creating a new Ad Hoc report.
2) Editing an existing report.
3) Running the Ad Hoc repor
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Analyzer Reporting
Pentaho Analyzer report
Pentaho Analysis models need to be created by BI Admins using the SchemaWorkbench or PDI Agile BI method.
Pentaho Analysis models use standard RDBMS table structures accessed
through the native JDBC RDBMS driver
The RDBMS Data structure is commonly in a fact / dimension data model
star schema, however single tables can be used
MDX is used as the underlying query language and is dynamically created
using the Pentaho Analyzer you do not need to know MDX but can use it if
needed Business models are accessed by users easily in the Pentaho User Console
using the Analyzer Report tool
View and structure is completely dynamic by using the Pentaho Report
Analyzer
Filters are completely dynamic
Drilling, navigating hierarchies, sorting, ranking, pivoting, filtering, charting,
calculating and exporting.
The processes performed are:
1) Creating a new Analyzer report.
2) Enhancing an Analyzer report.
3) Adding Filters to Analyzer report.
4) Adding Query parameters to Analyzer report.
5) Exporting the Analyzer report.
6) Filtering by member properties.
7) Configuring drill down links.
Pentaho Report Designer
The Pentaho Report Designer is the primary design tool to create report
definitions. Its state of the art user interface allows you to spell out your data
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flow in the report and to define the visual appearance of your report. With the
Pentaho Report Designer you are able to create pixel perfect reports quick and
efficiently.
The Pentaho Report Designer offers complete access to all settings and
configuration options of the Pentaho Reporting Engine. Its high number of
possibilities and extreme flexibility can make it overwhelming to novice users.
The Pentaho Report Designer is aimed at technically skilled power users
Pentaho Reporting Engine
The Pentaho Reporting Engine is the underlying technology that creates the
reports from your report definitions. The Pentaho Reporting Engine is used
both in the Pentaho Report Designer and the Pentaho BI-Platform to drive thereport generation.
Pentaho BI-Server
The Pentaho BI-Server is a web-application for sharing and managing reports.
With the BI-Platform you are able to make report available to a wider
audience. You can automatically send reports by E-Mail to a list of recipients
via a process called "bursting". You can schedule large reports to run at night-
time so that you get up-to-date information in the morning.
Pentaho Reporting Web Viewer
The Pentaho Reporting Web Viewer is a web-based application that allows
direct access to Pentaho Reports (*.prpt) saved within content repository of
the Pentaho BI Server. It can be decomposed into two sections: the report
prompt and the rendered report content. The report prompt leverages thepower of Pentaho CDF to dynamically create a collection of input controls for
users to change report parameters values for a given report.
The prompting piece of the equation is implemented as part of the Pentaho
Common UI project. This JavaScript API allows the developer to build a
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collection of input components that work together to provide prompts for the
parameters defined in a Parameter XML Specification.
Demonstration of our working on Pentaho
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Dashboards
By delivering key performance indicators in a highly graphical visual interface,
Pentaho dashboards gives business users the critical information they need to
understand and improve organizational performance.
y Rich graphical visualizations with navigation, drilling and a rich library of
filter control
y Web-based drag and drop dashboard designer for business users
y Portal and mash-up integration to seamlessly integrate business
analytics with other applications, including Google Maps
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Few of the important features and attributes of a Dashboard are:
y Modification of the external aspects of Graphs and charts
y Q uery Editor
y Adding templates and filtering the required data to be viewed
y Linking up with the browser
y Viewing and Exporting reports
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Pentaho Professional Open Source Advantages
y Open Source Licensing
Software code is free
Dramatically lower up-front and ongoing costs
y Superior relationship
Complete transparency
Relationship based 100% on quality of customer support
No vendor lock in simply based on access to future upgrades
y Reduced risk
Delivering whole product using an open source core support,
training, documentation,
global partner network, consulting, product management, quality
assurance, longevity
y Enterprise Development Methodology
Innovative, enterprise-quality products via a professional methodology
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Superior development productivity and commercial quality via extensive
QA
Continuous testing in diverse environments by a huge global community
Transparent, detailed roadmap
Product roadmap, core development, and project contributionsmanaged by Pentaho
y Enterprise Support Methodology
Delivered via Subscription Service 9 X 5 or 24 X 7
20% of Core Developers time allocated to delivering Services
Pentaho Architectural Advantages
y
100% J2EE server-side application for scalability, manageability,integration
y Lack of legacy architectural issues, acquisition baggage, or
cumbersome migrations
y Aggressive support of open standards wherever available J2EE, JDBC,
MDX, SQL, JSR-170, etc.
y Designed for embeddability and Service-Oriented-Architectures (SOA)
not a monolithic, hardwired
y
stack exposed via a thin web services layer
y Componentized and modular for flexibility and easy customization
y Completely exposed via AJAX and Web Services.
Conclusion
The Pentaho Business Intelligence Project provides a comprehensive Business
Intelligence suite and comprises of various tools such as reporting, analysis,
dashboards, data mining, and a BI platform necessary for true productiondeployment. The Pentaho Business Intelligence provides superior relationship
and complete transparency with the client Many other projects that exist
address a specific function like reporting, but not the entire BI spectrum. Most
also lack the necessary infrastructure like security, administration, auditing,
fail-over, scalability features, portal, and other key framework functionality.