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SpagoBI QuickStart 0.9.3

1. Figure 124 Hyperlink expression You obtain an hyperlink as below Hone Hone ya Select Language Me Customers list ioe Issaquah Derry Jeanne Lisl 5 a Heovato Cmtierrez Maya 1 mag 5 i 6 Lynnwood Damstra Eobert OB ott42 il 10 Lake Oswego Stanz Darren 2plagoiga FA La Mesa Murrain Jonathan 2a 12 hula Vista Creek Jewel larot 1 14 incoln Acres Rutledge Erzan OSs lA 17 rcadia Marshall Brenda aQimar ae 1 Altadena Wolter Darnel 2 lsetil 13 Oakland Collins Dianne 20iug 53 20 spring Valley Baker Beverly L fapri 4 al Renton Castile Pedro Anovi ls ee Bellingham Borges Laurie Oot T3 La Jolla Wyre shauna 24fot l6 Figure 125 Birt report hyperlink for cross navigation SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 124 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae FEEN http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform 7 11 3 SPAGOBIQBEENGINE It is possible to build hyperlink using calculated fields see Query By Example chapter If you are familiar with groovy scripts and Qbe formulas definition you will easily understand how the formula lt FORMULA i
2. As we can see all Static Reporting functionality s roles are inherited all the other ones are not assignable Now if we don t check any Execution permission for the Static Reporting Child 1 and after we add to it a new child functionality for this one won t be able to select not only all permissions that we couldn t select for his father but also the other two permission just revoked to the father itself Finally the permissions management is configured in a way that we can never assign to a child functionality a permission that his father doesn t have and this behaviour transfers itself from the root to the leaves nodes of the functionalities tree 6 2 2 DOCUMENT CONFIGURATION A list of all the Analytical Documents registered in SpagoBI can be listed accessing to the Documents Configuration by the administrator This area allows the administrator to manage the extraordinary maintenance of the documents Notice that the administrator is also a user and therefore he can execute all the released documents belonging to a folder on which he has the Execution permission SBiSettings SBlAdministrationContext SbiDevelopmentContext SBiFunctionality SBlAdministrationContext amp 10 ADMINISTRATION OBJECTS LIST E 3 LABEL NAME DESCRIPTION TYPE STATE N OF INSTANCES CustProfBirt Customer Profile Birt Customer Profile Birt REPORT DEV 1 A x RPT_CUST_PRF_02 Customer profile Customer profile REPORT REL 1 a T_EMPLOYEE Emp Position Empb
3. Once finished the selection the pop up will disappear and the section Parameters of the documents of the detail page will show a new tab for each new document SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 31 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpagoB SpagoBI QuickStart pope nosivessdiealligane Activity Detail Name D Parameters of the Documents Best products in month ETLExample Honth Figure 34 Documents launch configuration Each tab contains the form useful to fill the parameters values of the document associated For each parameters there s a row with the parameter url name an editable input field which allow to insert the value and a button that open a pop up containing the set of possible values Since the values shown are calculated based on the parameter use associated to the user and Since a user can have more that one parameter use based on his roles sometimes could happen that near the button appear the selection of the role which will be used for the values calculation The values pop up allows to choose one or more values When you close the pop up the selected values will fill the input field associated to the parameter Notice that if you sel
4. Parameter Parameter Data Mining Structural configuration Structural configuration Figure 3 Executive configuration A parameter models a concept or a datum frequently used as discriminant on the global data context Every parameter can be used in many different ways according to the different end users roles So every use mode refers to an initial visualization method to one or more validation rules and to one or more end user roles Follow a parameter abstract schema and an implementation example SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 10 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit CEMAES TEEN http creativecommons org licenses by nc sa 2 0 SpagoBI QuickStart Parameters 0 PARAMETER Parameters 0 n PRODUCT FAMILY Modalities 1 n n UseMode UseMode_ UseMode Role Role Role LOV Manual Input Check Check Check Role Role Role LOV Manual Input heck Check Check Role Role Role Baa LOV Manual Input Check Check Check X Sp the Business a9 B Intelligence Free Platform Roles 1 n LOV 1 or M I Checks 0 n Roles 1 n LOV 1 or M I Checks 0 n Roles 1 n LOV 1 or M I Checks 0 n Figure 4
5. SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 21 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B l Q u i C k S t a rt the Business Intelligence Free Platform Import ey Export file Upload file Cerca in t exports E cP id iF E al ame export zip Documenti recenti Figure 17 Import archive selection Once selected the archive you can click the import image on the right upper corner to start the import procedure Since the roles exported can be different form the ones of the current platform the next step require to map the roles Role Associations Exported roles Roles of the portal in use ad e Exported roles and current roles with the same name are associated automatically Exported roles not associated will be imparted anyway Two or more exported roles cannot be associated to one current portal role spagobifadmin spagobifdev fspagobiftest f spagobifuser spagobi Figure 18 Import roles association The form shows a the complete list of exported roles roles associated to the exported documents and for each one of them there s a combo which allows you to select the co
6. f Create project From existing source gt IDE Compliance f Use default compiler compliance Currently 1 43 Configure default Use a project specific compliance Ae Sd Froject layout Use project Folder as root for sources and class Files f Create separate source and output Folders Configure default lt Back Hex Cancel Figure 134 Default properties of a Java project Create two project subfolders called src and bin enter the project properties and select the Java Build Path menu Into the properties window set the src folder as source folder and the bin folder as output folder Figure 135 Java project build path options SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 134 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae FEEN http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform E Properties for DatamartJar BE l type Filter text Java Build Path ee Info gt Builders 2B Source E Projects h Libraries Ta Order and Export H Deployment Source Folders on build path Java Build Path 3 Java Code Style 8 DatamartJarsrc Add Folder Java Compiler H Javadoc Location i Projec
7. gs Product Identifier fg Brand Name fg Product Name fg SKU of SRP fg Gross Weight fg Net Weight fg Recyclable Package Low Fat fg Units Per Case Cases Per Pallet mg Width fg Height fg Depth Figure 85 QbE Condition On the left hand side of the window the logic view of the datamart model is displayed Notice that to help the user the Qbe will display only the clauses that contain a g select field This is called Light Tree To display the complete datamart tree the user can simply click on the FuLL TREE icon Once selected a field on the right hand side of the page the user can complete the where condition selecting the proper operator adding the right condition in the text area and choosing the logic operator that will be set before the following condition The user can also use brackets in order to produce complex condition expressions SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 89 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 EA SpageB the Business Intelligence Free Platform SpagoBI QuickStart Sales Fact v RA ao Store IT era APAS A TA Mame of Light Tree Annual Join with Other Entities H Customer oe Product Class i
8. Driver Name it eng spago bi drivers aspe rreport Jaspe rReportDrive j Figure 12 External engine details The current SpagoBI version uses the following external engines JasperReport for Report analysis Birt for Report analysis Mondrian JPivot for OLAP analysis Weka for Data mining models Geo for Maps Talend for ETL processes Qbe for Visual Inquiry analysis JPivotXMLA client to a XMLA server for OLAP analysis IE 6 1 2 ROLES SYNCHRONIZATION A list of all SpagoBI s roles can be visualized by accessing to the Roles Synchronization This area allows the administrator to synchronize portal roles with SpagoBI roles Roles synchronization is made automatically by SpagoBI when the application starts but it can be also forced by the administrator when the application has started Each role is described by two attributes e Name the role s name e Description the role s description SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 18 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike EGrimons License To view a copy of this license visit http creativecommons org licenses by nc sa 2 0 COM MON S D E ED SpogsB SpagoBl QuickStart yess Intellige Static Settings Development Environment ROLES LIST Ce 9 NAME DESCRIPTION spagobi admin the spagobi admin group a spagobi dev t
9. Notice that the save option part contains a tab for each document of the related activity this is because different documents usually require different storage output configurations or no storage at all In the first part of the page the user can insert the name of the schedule a default name is suggested automatically the description of the schedule the initial date after which the schedule will be activated the initial time relative to the initial date after which the schedule will be activated the final date after which the active schedule will be deactivated the final time relative to the final date after which the schedule will be deactivated After these fields there are the repetition options Your can choose only one repetition policy and based on the kind of policy chosen the system opens dynamically a form for its configuration SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 33 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Egcreative _ under the Creative Commons Attribution NonCommercial ShareAlike License To view a copy of this license visit Co eee ee MERA http creativecommons org licenses by nc sa 2 0 X SpaqeB SpagoBl QuickStart yess Intellige Schedule detail 5 B Name MyActivity_schedule E Description MyActivity schedule description Start Date 10 07 07 IE f Start Time a7 10 TG i End Date jE End Time i O Single Execution
10. creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons _ License To view a copy of this license visit colitis ae PEAN http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart e lt MDXquery gt the text of this element is a query executed on the datamart written in the MDX syntax e lt parameter gt this element contained in the lt MDXquery gt identifies a parameter for the query The as attribute refers to the parameter name contained in the query while the name attribute identifies the alias that will be used by the SpagoBI document For this example it is necessary to create an XML file containing the following text lt xml version 1 0 encoding UTF 8 standalone yes gt lt olap gt lt cube reference WEB INF queries FoodMart xml gt lt MDXquery gt select Measures Unit Sales Measures Store Cost Measures Store Sales on columns Parameter ProductMember Product Product All Products Food wat willste children ON rows from Sales where Time 1997 lt parameter name prdCd as ProductMember gt lt MDXquery gt lt olap gt Save the file as productSales olap Please note that the example above uses a parameter with the proper MDX sintax You can also insert parameters in a MDX query using SpagoBI sintax parameter_name in this case the parameter value wi
11. gt Delete Apply Revert a Figure 140 Hibernate code generation main options If you want to filter the tables to process for the generation click on the setup button and create a new reverse engineering file Into the new window select the refresh button and wait until the schema of the database is showed into the left box From the database schema select the table you want to include and then press the include button All the tables in the right box will be processed by the tool Press the Exporters Tab and check the two options as in the Figure 141 Hibernate code generation exporters options The Generate hibernate configuration hibernate cfg xml must be un checked SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 137 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit eae eae FEEN http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform Hibernate Code Generation Create manage and run configurations Select or configure a code generation Configurations Name DatamartGen Hibernate Code Genere t DatamartGen main Exporters os Refresh Common if Generate domain code java T JDK 1 5 Constructs generics etc EJB
12. DOCUMENT TEMPLATE AND PROFILED DATA See How to deploy a new Datamart into SpagoBIQbeEngine in How to document in order to understand how to deploy the Hibernate jar file into the engine SpagoBI document template is an xml file that contains only a reference to the datamart deployed into the engine and the connection parameters as the following example lt QBE gt lt DATASOURCE name hsqlFoodmart dialect org hibernate dialect HSQLDialect gt lt DATAMART name foodmart gt lt QBE gt Datasource name is the name of the connection defined in SpagoBIQbeEngine WEB INF conf data access xml while dialect attribute specifies the hibernate dialect to be used Since SpagoBI 1 9 3 SpagoBIQbeEngine permits to control user data visibility on datamart through the profiled data access modality It is configurable on document template no other change in configuration files are needed The following is an example of template suitable for SpagoBIQbeEngine 1 9 3 using profiled data access mechanism lt QBE gt lt DATASOURCE name hsqlFoodmart dialect 0rg hibernate dialect HSOLDialect gt lt DATAMART name foodmart gt lt MODALITY name ProductManagerAnalysis gt lt TABLE name it foodmart ProductClass accessible true gt lt FILTERS gt lt FILTER gt F productFamily P productFamily lt FILTER gt lt FILTERS gt lt TABLE gt lt TABLE name it foodmart Customer accessible true gt lt FIELDS
13. Measures Unit Sales Measures Store Cost Measures Store Sales ON COLUMNS Product 411 Products Drink ON ROWS from Sales Type name and url name for each parameter inserted above Insert parameter name 4 Insert parameter url name Figure 77 Add parameters page Now you can modify manually the query in order to insert a parameter You can use both Mondrian or SpagoBI parameter sintax In this example we use SpagoBI sintax so change Product ALL Products Drink with Product ALL Products S Productramily in the MDX query and fill the form below as shown in figure Template creation OLAP Analisys a Hl Type parameters in the query below iselect Measures Unit Sales Measures Store Cost Measures Store Sales ON COLUMNS Product 411 Products ProductFamily ON ROWS from Sales Type name and url name for each parameter inserted above Insert parameter name ProductFamily 4 Insert parameter url name ParProductFamily Figure 78 Parameter definition Then click on the Add parameter button the one with the symbol and the parameter will be registered SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 73 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit
14. Moreover you have to indicate the parent folder of the document check a folder in the tree you see on the right 5 To save and exit from this page click on the Save AND RETURN icon 6 The Development Objects List will be updated with a new row containing the document just created 7 Now you can access the Document Details page simply by clicking on the DETAILS icon on the row of the new document This page will list the general detailed information of the document On the right side of the page a new table listing the just added template is displayed 8 In order to set Document Parameters it is necessary to fill the DOCUMENT PARAMETER DETAILS form below the WEw tab insert the following informations e Title Connection e URL Name connectionName Then click on PARAMETERS LIST icon in the PARAMETERS LIST page now displayed select HSQL_FM_CONN_PAR from the table 9 Select again the WEw tab and insert the following informations e Title Clusterer e URL Name clusterer Then click on PARAMETERS LIST icon in the PARAMETERS LIST page now displayed select DM_CLUSTERER_PAR from the table Notice that the URL Name must match the name of the parameter created in the flow example created in the previous paragraph 10 Select again the NEw tab and insert the following informations e Title ClusterNumber e URL Name clusterNum Then click on PARAMETERS LIST icon in the PARAMETERS LIST page now displayed
15. Parameter s abstract structure Modalities 1 n Manual and free input for support users Predefined lists for brand directors Default value for prd Predefined and fixed vane LOV 1 family directors switched on the users role No checks Checks 0 n Call center Internal operator support Manual input without default Is text Exists on prd family table Pr brand Operative director secretary Query for the prd family list matching the brand responsability Exists on prd ontains the right family table brand prefix director secretary Roles 1 n M I Checks 0 n Roles 1 n LOV 1 Checks 0 n Roles 1 n gt Figure 5 Parameter s implementation example SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 11 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed under the Creative Commons Attribution NonCommercial ShareAlike License To view a copy of this license visit http creativecommons org licenses by nc sa 2 0 greative commons COM MON S D E ED X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform Every parameter can be associated to many different analytical documents also for category driving their behaviour according to its rules The recording phase of an analytical document must therefore set its structural driver engine CMS and executive parameters information
16. SFi PRODUCT_ID eS E Se ee SSN ete Seis EE a Open Files top_n_product jrxml UnitSales Store Sales Anchor Name Expression product details m Bookmark Level aie i Hyperlink Target Self v Hyperlink Type Reference v Main Console Problems 0 iReport home ireport home system property A Figure 120 Hyperlink configuration on iReport Note that hyperlink type is set to Reference and hyperlink target to Self and that the servlet url can be relative so you don t need to know neither the server name nor the server port nor the SpagoBIJasperReportEngine application context at design time Note also the link parameters the target document is PROD_DETAIL and its parameters ParMonth and ParProduct values are the local field values MONTH_OF_YEAR and PRODUCT_ID these are dynamic parameters but you could also put in the link a static parameter for example amp param_output_format HTML amp When you execute the document the product name is an hyperlink in the figure below you can see the link url SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 121 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X Spag
17. SpagoBI QuickStart Before explaning the condition configuration it is better to analyze how the current parameter is related to the father one As you know the set of possible values for a parameter is calculated using a lov A lov doesn t return a list of single values but a list of result records it can be seen like a table Moreover you have to consider that a parameter has different parameter uses and as a consequence different lovs based on the user roles This means that the table which represent the possible values for a parameter can be completely different based on the user roles So it s important to notice that to insert a dependency you need to specify for each parameter use of the parameter which column of the lov result will be correlated Taking this consideration into account it s possible to describe the dependency condition pop up The first thing that the pop up ask you is the father parameter whose value will be used to filter the list of possible values for the current parameter Notice that the set of possible parameters includes all the other parameters of the same business document Then you need to specify the filter operator that will be used to compare the value of the father parameter and a value of the current one The last pop up part is the list of the parameter uses and for each one of them you must choose from the related select form which column will be used to recover the value of t
18. To view a copy of this license visit colitis ae PEAN http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 7 From the Project Browser on the left hand side of the window expands Object library Right click on the Project Browser and click on Add and then on Parameter Type EmployeePosition in the Parameter name field selecting the Is for prompting check box and then select OK 8 It is now possible to create the report layout Select the T icon from the top toolbar and insert a new text field in the Detail area of the report Double clicking on the new field and in the Static Text type First Name Exit the properties dialog box and create another text field positioning in the Detail area below the first one Double click on the Fields element in the Project Browser and drag the FIRST_NAME field next to the corresponding static text field just created Repeat the same action for the LAST_NAME field This report will simply display a list of all employees obtained by the query 9 Now it is possible to execute the report by selecting the corresponding command from the Build menu Before displaying the final result the application will ask you to enter the EmployeePosition parameter value You can type President 7 2 3 CREATE A REPORT TEMPLATE USING BIRT i If you don t have Birt 2 2 0 you can download it from http europa mirrori eclipse
19. When a user with its role runs an analytical document the structural information are read and then a custom page for the parametric input is produced on the basis of the execution information At the end the document is produced on the basis of the inserted values explicitly or implicitly A sample follows in the picture below Analytical document Analytical document Analytical document Output format HTML gt Choose City A Lookup Product Department Co A Lookup C _ J Lokku Ciise fani 2 Loot A n ma HTML Y customer name 8 Lock Output format HTML bi Gaia 4 Lookup Choose Role 4 Lookup PARAMETERS Analytical document Analytical document Analytical document l Analytical document Data Mining Structural configuration Structural configuration Structural configuration Structural configuration Figure 6 Analytical document execution A new analytical document requires a process handling as the one shown in the following schema SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 12 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 N Spog S p a g Oo B Q u i c k S t a rt ness Intelligence Free Platform Anal
20. backcolor FFFFFF key subreport L stretchType Nostretch positiantype FixRelativeTotop TsPrintRepeatedva lues true isRemoveLlinewhenBlank Talse TsPrintinFirstwholeBband Talse 1sPrintwhenbetai loverflows Talse gt lt subreportParameter name Year gt lt subreportParameterexpression gt lt CDATA P yebr gt lt subreportParameterExoress ion lt subreportPar ameter gt lt subreportParameter name MonthName gt lt subreportParameterExpressioan gt lt CDATAL F MONTHNAME gt lt subreportParameterExpression gt lt subreportPar ameter gt xoressjdon gt lt CDATA LP REFOR miele ety onnect Tonexpress ion class Java lang String gt lt CEATA L subreport jasper gt lt subreportexpression gt Bialai nla lt subreportexpression lt subreport gt Figure 59 Subreport definition in master report template Once you have checked this you can proceed with the insertion procedure of the master report Also this procedure is very similar to the standard insertion procedure of a normal report The only difference is that you have to specify which reports among already inserted ones your master report will include In order to specify this list of subreports you have to click on the links button in the document detail page Figure 60 Links configuration button and than check from the list shown the report included by your master report Figure 61 Links list ShlDevelop
21. name of the engine main class it must implement the interface it eng spagobi engines InternalEnginelFace SBiSettings SBiAdministationContext SbiDevelopmentContext SBlFunctionality ENGINE DETAILS D 9 Label QBE_INT_ENG y Name Qbe Internal Engine j Description Qbe Internal Engine Document type Datamart Model bd Engine type Internal Bd Class it eng spagobi engines datamart SpagoBlObelnternalg Figure 11 Internal engine details The current SpagoBI version uses the following internal engines e Dahsboard Internal Engine for Dashboards I e Office Document Internal Engine for various format static documents e Booklet Internal Engine for booklets creation SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 17 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit eae eae FEEN http creativecommons org licenses by nc sa 2 0 X SpageB SpagoBI QuickStart ess Intellige It the latter case you have to specify e URL location where the engine can be accessed by the server e Driver Name class that creates an URL compliant with the specific engine SBiSettings SBlAdministratonContext SBIDevelopmentContext SBiFunctionality ENGINE DETAILS D 9 ot e noe e Document type Report bd Engine type External bd Uri http localhost 8080 SpagoBlJasperReportEngine ag
22. parameter name on the document execution URL This must match the corresponding parameter belonging to the template e Priority the document parameters are sorted by this number clicking on the yellow arrows you can make a single step shift for the current document parameter The developer can switch from one parameter to another by clicking on the required element in the tab list and can insert new parameters by clicking on the Wew tab and fill in the form SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 44 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpageB the Business Intelligence Free Platform SpagoBI QuickStart SHlDevelopmentContext i Ep O DOCUMENT DETAILS amp E EF 3 Label RPT CUST PAF 01 j Show document templates Name Customer Profile 01 Description Report about Custo mer detai Pines hanes Tee Functionalities Type Report zat i BT E Analytical Areas Engine JA Sper Report Rel i j m Static Reporting Criptable Tue False bef Eg Dimensional Analysis Visible True False pef O Dashboard Template Sfoglia GE LI Queries i _ New Features Choose City Customer surname Customer name Choose output format Choose Gender New gt 0 amp D
23. s content The main functions are where admitted e going back to the previous page without saving changes Every portlet A creating a new element Every portlet switching from the list view to the tree view Document config switching from the tree view to the list view Document config saving information Details pages saving information and going back to the previous page Details pages xiri testing before saving LOV details e The character identifies the required fields 5 2 LIST AND DETAILED VIEW One of the most common view in SpagoBI is a simple table showing a list of elements Common characteristics are e On the top the title identifying the table meaning e The first row shows a label for each column displayed e The list can be divided into pages that can be turn over using the two arrows on the bottom row e The current page and the total number of pages are displayed in the middle of the bottom row e Every list has a detailed page showing and allowing to modify all the data about a single element Every list is alphabetically ordered on the first column s content the label and each row Shows the essential data of an element always identified by a unique label or title On the right side of every row some icons drive the operativeness on the single element row of the list The main possible functions are where admitted e lt 4 accessing the details page for the selected elem
24. 0 9 3 July 18 2007 pag 103 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Cd EGrimons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart lt g gt lt svg gt 7 1 HOW TO GET A GEOGRAPHY SVG MAP If you don t have a geographic svg map you can generate it in different ways for example e converting a shapefile into an svg map usign some tools that you can download from internet e Using some gis map tools like for example GeoServer o MapServer e Converting data contained into a postgis database usign the postgis tools for svg convertion e Extracting data from an opengis database and converting it into svg with a custom program Once you have the svg map be sure that the geometry element ids correspond to the ids contained into your database 7 2 WRITE A MAP TEMPLATE FILE The template file is divided into some main parts lt xml version 1 0 encoding UTF 8 gt lt MAP name name of the map gt lt DATAMART_PROVIDER gt lt CONFIGURATION gt lt MAP gt The tag lt MAP gt is the root of the template and contains the name attribute The value of this attribute must be the logical name of a map contained into the catalogue of the SpagoBI Geo Engin
25. 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit eae eae FEEN http creativecommons org licenses by nc sa 2 0 X SpoqeB SpagoBI QuickStart TA Run Window Help elie Seo ee or Py 1 DatamartGen Run s 2e Hibernate Code Generatio Organize Favorites Figure 139 Hibernate code generation In the main tab give a name to the generation select as output folder the src folder of the project check the reverse engineer from jdbc connection option give a package name for the generated java classes and fill the reveng strategy field with a org hibernate cfg reveng DelegatingReverseEngineeringStrategy value Figure 140 Hibernate code generation main options A Hibernate Code Generation Create manage and run configurations Select or configure a code generation Configurations Name DatamartGen Hibernate Code Genere 6 DatamartGen Y Main t Exporters an Refresh ES Common Console configuration DatamartJarConsole Output directory DatamartJar sre l Browse iv Reverse engineer From JDBC Connection ee Package jit eng hib datarnart reveng xml Setup reyveng strategy org hibernate cfg revend DelegatingReverseEngineeringStrateay Browse Iv Generate basic typed composite ids Use custorm templates
26. Generate Template Default val Export to format PDF Execution Modality mR Z Expert EE Create View Si Page 1 gt gt Link Detail Store Name N C Store 2 N C Store 3 N C Store 6 NLC Store 7 N C Store 11 N C Store 13 NLC Store 15 N C Store 16 N C Store 17 N C Store 23 Figure 103 Auto mode calculated field missing needed fields in the selection clause The inExport attribute specifies if the calculated fields must be present also in the exported document Look at the following groovy script file example def detailLink pValue return lt a href http 7 CUST_DETAIL_ACTION id pValue gt DETAIL pValue lt a gt F def detailInExport pValue return PDF pValue F if qbe_mode exec return detailLink input1 yelset return detailInExport input1 F SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 100 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit COM MON S D E ED http creativecommons org licenses by nc sa 2 0 X SpageB SpagoBI QuickStart iness Intellige you can see how to use variables Yon can see also that there is another implicit variable named qbe_mode that specifies if the query is being normally executing or if it is being exported 7 6 10
27. List of Values page can be accessed by selecting the corresponding link from the Developer tools 2 Click on the INSERT icon to add the new desired element 3 In the Predefined List of Values Details page fill in the following information Label DASHBOARD SCRIPT Name DASHBOARD SCRIPT Description Input Type Script Script StringBuffer buf new StringBuffer buf append lt rows gt buf append lt row value Random rand new Random float f 80 rand nextFloat 100 15 buf append f buf append gt buf append lt rows gt return buf e Output Single Value The above script will only return a random value Then click on Test before save button and confirm e Visible Columns value e Value Column value e Description Column value 4 When the data entry is completed click on the SAVE icon to save the information and exit to the Predefined List of Values page SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 77 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 7 4 2 CREATE A TEMPLATE In order to create a proper template for a DASHBOARD document it is o
28. Month 26H 1473 vi Jy StSales Unit Sales St Costs Cana 84 amas 19 2209 Mexico USA 5 885 1 719 32 11 881 60 Cold Remedies All Stores P 496 32 3 356 71 Decongestants All Stores F 412 29 3 300 54 Hygiene All Stores 545 38 6 062 45 All Stores 254 1 428 68 7 970 56 Household All Stores 6 993 68 60 469 89 Periodicals All Stores 1 933 53 9 056 76 Pain Relievers OLAP O product Class Product Class Identifier Product Subcategory Product Category Product Department Product Family a v of Product Category 0a v of Product Department Qa v of Product Family a v of Product Subcategory Qa v of sum Store Sales 0a v of sum Store Costs a v of sum Unit Sales gt Product Category gt Product Department lt gt Product Family Product Subcategory Store Sales Store Costs Unit Sales I distinct iC Store O Product annual Sales Fact Dashboard QbE Query by Example Figure 1 Analytical documents The Business Intelligence analyst and designer have to find the most suitable tool for every type of analysis and category of user In fact the building of an analytical portal is a balanced composition of different tools in order to give to each users category the right degree of visibility and at the same time a freedom of movement through the information of his pertinence SpagoBI realizes both the structural and the
29. Other E i Plug in Development Simple EG WML 2 gt Examples Figure 132 Hibernate options Once installed and tested the hibernate tools create a new java project give it a name and maintain the default properties Look at Figure 133 New Java Project and Figure 134 Default properties of a Java project SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 133 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae FEEN http creativecommons org licenses by nc sa 2 0 X SpageB the Business Intelligence Free Platform SpagoBI QuickStart New Project Select a wizard Create a Java project wizards ES BF Package eB Bh che y 4 Java Project From Existing Ant Buildfile pa E cj Class iF in Plug in Project l f Interface Ee CWS ess ta 6 Hp EJE 3 0 peg Export G Enum H Java A Annotation H e gal Refresh ae es 055 45 Source Folder gt JBoss jBPM mu H E Plug in Development C5 Folder ae Cas File Examples Untitled Text File EF JUnit Test Case 5 Example Pe ther Ctrl M Figure 133 New Java Project New Java Project Create a Java project Create 4 Java project in the workspace or in an external location Project mame DatamartJar 7 Contents f Create new project in workspace
30. SpageB the Business Intelligence Free Platform SpagoBI QuickStart 7 When the data entry is completed click on the SAVE icon saving the information and exit to the Developer Tools page 7 2 6 PREDEFINED VALUES CONSTRAINTS 1 The Predefined Values Constraints page can be accessed by selecting the corresponding link from the Developer tools It is divided into two parts on the top side a list of Predefined Constraints is displayed on the bottom the Configurable Constraints 2 Click on the INSERT icon to access the Constraint Details page and create a new constraint 3 Insert the following information e Label Report Constraint e Name Report Constraint e Desription 4 Select MAXLENGHT as Check Type and type 23 in the corresponding text field 5 When completed click on the SAVE icon saving the information and exit to the previous page then select the BACK icon to go to the Developer Tools page 7 2 PARAMETERS MANAGEMENT When the required LOV and CHECK are created a new Parameter can be created too 1 Enter the Parameter List page by selecting Parameters Management from the Developer Tools page 2 Click on the INSERT icon and open the Parameter Details page Insert the following information e Label Report Parameter Name Report Parameter Description Type String Functional yes check it Click on the SAVE icon and then a new empty Parameter Use Mode Details section will be displayed on
31. as Sales fact 1997 as s where B customer id c customer id order by lname Figure 42 Predefined List of Values Details SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 37 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpaaeB S p a g oO B Q u i c k S t a rt ness Intelligence Free Platform According to the selected typology in the bottom of the page a wizard is available in order to ease its specific composition In the Query Statement case the picture example above the required information are o Connection Name logic identifier of the database source o Query Definition the SQL statement Then you have to click on the Test before save button you will see the query result on a page similar to the figure below Predefined List of values details Test results H ap Columns Yalue column Description column Visible columns ID LASTNAME O MAME C C CITY O O COUNTRY E O BIRTHDATE O f GENDER O G OCCUPATION O ID LASTNAME MARIE CITY COUNTRY BIRTHDATE GENDER OCCUPATION 220 Ace Borothy Torrance USA 16 01 1955 F Management 303 Albright Anna Fremont USA 22 02 1944 M Skilled Manual 36 Arnold Gonna Oregon City USA 22 11 1915 M Skilled Manual 216 Baird Dorothy Olym
32. completed SpagoBI installation go to the home directory of eXo Portal 1 1 4 Tomcat and launch startSpagoBI bat Windows users StartSpagoBI sh Linux users T 2 REPORT The main steps to manage a report are 1 Create a Report Template 2 Create Parameters a Create Lists of Value b Create Constraints 3 Register the Analytical Document the built report into the platform a Add Template b Assign Parameters 4 Test the Analytical Document SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 57 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed E creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit eae eae FEEN http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 5 Execute the Analytical Document Notice that JasperReport is the first report engine chosen but it is not the only one g allowed Similarly iReport is the first chosen interface for JasperReport engine but other solutions also exists and the developer can use what he prefers in order to produce the report template 7 2 1 CREATE A REPORT TEMPLATE 7 2 2 CREATE A REPORT TEMPLATE USING IREPORT 1 If you don t have iReport 1 3 2 you can download it from http sourceforge net project showfiles php group id 64348 2 Unzip the downloaded file 3 Before starting iReport it
33. comprehension please refer to the Analytical Document life cycle section Each document is described by a unique label a name a description and a type report OLAP etc SBiDevelopmentContext n me DEVELOPMENT OBJECTS LIST ee E 3 LABEL NAME DESCRIPTION TYPE STATE N OF INSTANCES Best5ProdMonthSaks Best 5 Products for Monthly Saks Cob DASH DEV 1 TOP PROD Best Products Best Products in Month REPORT DEV 1 a BestProdBirt Best Products Birt Best Products Birt REPORT DEV 1 N ES BestProdDailySaks Best Products for Daily Saks Lines DASH DEV 1 A s BestProdDailySalTab Best Products for Daily Sales Tab DASH DEV 1 A X BestProdMonthSalTab Best Products for Monthly Sales Tab DASH DEV 1 s Es TOP STORES Best Stores Best Stores in Month REPORT DEV 1 A as BudgSatist Budget satisfation DASH DEV 1 4 ote ClusterDesc Cluster Description Cluster Description REPORT DEV 1 oa RPT CUST PRF 01 Customer Profile 01 Report about Customer details REPORT DEV 1 te 4 P 4 ga page 1 of 3 E The value of the column LABEL v as al string 7 starts with Filter All Figure 51 Analytical documents list The Documents Details page displays a complete list of attributes Label document unique identifier Name document name Description brief description of the document optional Type document type report OLAP Data mining model Dashboard etc Engine engine that will be used to execute the document The available engines are registered by the adminis
34. document can be in turn a source document i e you can drill through to a third document in the example above you could click on a region of the map to see the sales report for that region You can drill through more than one document execution and you can come back to the previous ones and then drill through again Drill through mechanism works thanks to the SpagoBIDrillServlet servlet that is installed on each external engine therefore a document that produces a visible output executed by an external engine SpagoBlJasperReportEngine SpagoBIJPivotEngine SpagoBIQbeEngine SpagoBIGeoEngine SpagoBIBirtReportEngine can be a source document a document executed by an internal engine at the moment cannot be a source document There is no restrictions on target document What you have to do for a cross navigation is to configure the source document in order to obtain a link in its final result the link url must points to het pt lt Server gt lt porl gt lt enc ine convex gt 7 SpaqgceiDrilloervyler with the following parameters DOCUMENT_LABEL lt label of the target document gt amp DocumentParameterUrlName_l value_1 amp DocumentParameterUrlName_2 value_2 amp where e DOCUMENT_LABEL is the label of the target document it is mandatory e DocumentParameterUriIName_x is a target document parameter url name it is optional e value_x is the value of the parameter optional If the produced link does not con
35. document templates Name i PR Functionalities Tree Description B Functionalities Type C 5 General Management Engine Jpivot Mondrian v el amp Marketing Criptable True False CI Product Analysis vak rs Ores 3 Sales Analysis O Human Resources Template Sfoglia O Template build RA Figure 72 New OLAP document Then click on the Save button without inserting any template file Then click on the template build button Now you have to specify the connection to be used and the schema definition available available connections and schema are specified in exo home webapps SpagoBlIJpivotEngine WEB INF classes engine config xml Template creation OLAP Analisys Select connection defaultD 4H te Select schema hi Figure 73 Connection and schema selection SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 71 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpageB SpagoBl QuickStart yess Intellige Then you have to specify the analisys cube Template creation OLAP Analisys 2 Select connection deftaultD H Select schema EaodMari g Select cube v Figure 74 Cube selection After you chose the cube you can use the olap cube navigator to specify the di
36. executive support to the single analytical areas SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 8 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed under the Creative Commons Attribution NonCommercial ShareAlike License To view a copy of this license visit http creativecommons org licenses by nc sa 2 0 greative commons COM MON S D E ED X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform Analytical document 0a 0a 0a 0a Qa Qa Qa I dist QbE Query by Example Structural configuration Executive configuration CMS data template version and location in Parameters the functional tree Engine and Driver Figure 2 Analytical documents support Regarding to the structural configuration every analytical documents category refers to a particular one or many execution engine this engine can be internal or external respect to the SpagoBI core in case it is external it interacts with the core through a specific driver For every analytical document SpagoBI keeps the history of the templating version and organize them in the functional tree The SpagoBI demo has got a preloaded metadata environment allowing to manage report on the JasperReport engine and Birt engine OLAP on the Mondrian engine with Jpivot interface Dashboard on the OpenLazslo engine free inquiry on a Hibernate implementati
37. functional or not a functional parameter is a business logic parameter examples city customer year of analysis while a non functional parameter is independent from the business logic examples output format database connection To insert a new parameter the developer has to fill the following form SBIDeyelop ment Context Ewents Monitor SBlWorkflowTaskList SBIDevelopmentContext amp Ol PARAMETER DETAILS H B Label O Name N Description 0 Type Date Number String Functional Figure 49 New parameter form When entering instead an existing parameter detail page he can see also the use modes of the parameter the tab list in the following picture SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 41 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 SpagoBI QuickStart SB Development Context Es Cll PARAMETER DETAILS EGS Label PROD CD i Name Product Code T Description Parameter for Product Code selection Type Date Number String Functional PROD_LIST PROG FOOR Mev PARAMETER USE MODE DETAILS 4 Label PROD LIST Name Product fram list r Description Product from predefined list of values Lov Product by Fixed Lov RE List values selection Manual
38. lookup list page now displayed select Report LOV FIX_LOV from the table Select the Report Constraint from the Predefined Values Constraints list Notice that in the Role Association table the spagobi admin and spagobi dev cannot be selected In fact each role can be matched at most to one Use Mode Check the spagobi biuser 9 Click on the SAvE AND RETURN icon to go back to the Parameter List The Report Parameter will be now displayed in the list Notice that the Number of Use Modes should be 2 Then click again on the BACK icon to reach the Developer Tools 7 2 8 REGISTER THE ANALYTICAL DOCUMENT THE BUILT REPORT INTO THE PLATFORM 1 From the Developer Tools page select the Documents Configuration in order to display the Development Object List 2 To create a new Analytical Document it is necessary to select the INSERT icon 3 In new Document Details page you have to fill in the following information Label Report Document Name Report Document Description Type Report Engine Jasper Report Dev if you created the template using iReport or Birt Engine if you created the template with Birt e Template click on the browse button to select the report template created in the Create a Report template using iReport or in the Create a Report template using Birt paragraph SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 63 of 141 Engineering Ingegneria Informatica S p A 2005 This work is li
39. nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 7 5 5 PREDEFINED VALUES CONSTRAINTS Add constraints if you need them To add constraints follow the same steps described in session 5 2 2 2 7 5 6 PARAMETERS MANAGEMENT When the required LOV and CHECK are created a new Parameter can be created too 1 Enter the Parameter List page by selecting Parameters Management from the Developer Tools page 2 Click on the INSERT icon and open the Parameter Details page Insert the following information e Label HSQL_FM_CONN_PAR e Name Connection to foodmart on Hsql db e Description Connection to foodmart on Hsql db e Type String e Functional no don t check it Click on the SAVE icon and then a new empty Parameter Use Mode Details section will be displayed on the bottom part of the page Enter the following information e Label DEFAULT Name Default Modality Description Default Modality Lov select HSQL_FM_CONN LOV from lookup list Presentation anything since the lov is single value parameter will not be shown In the Role Association table select all roles in order to associate this Use Mode to all users of the system during document execution 4 Click on the Save AND RETURN icon to go back to the Parameter List The HSQL_FM_CONN_PAR will be now displayed in the list 5 Now click again on the INSERT icon and open the Parameter Details page Insert the following inform
40. oe a gt Analytical Areas Engine Jasper Report Rel i IY Static Reporting State Rekased hd it jj Dimensional Analysis Criptable Tre False Dashboard Visible True False Gaueries fe C New Features Sfoglia Customer Surname Customer Name Output format Choose Gender Choose City New Template DOCUMENT PARAMETER DETAILS y lt parameter a uit Name Priority 1 SBiSettings SBiAdministrationContext SBiDevelopmentContext SBiFunctionality SBiAdministrationContext Gip DOCUMENT DETAILS E j 2 Label Show functionalities treg Description 1 2 20 Jul 2006 10 54 04 CustomerProfile jrxml Download e Type depon 1 1 20 Jul 2006 10 53 36 CustomerProfile jrxml Erase Dowrload 3 1 0 CustomerProfile jrxml Erase Download Engine Jasper Report Rel bd State Rekased hd Criptable Tue False Visible True False Template O Sfoglia Customer Surname Customer Name Output format Choose Gender Choose City New DOCUMENT PARAMETER DETAILS gt c lt parameter a un Name Priority 1 Figure 29 Administration Object Details In the lower part of the page you can see all the parameters applied to the document In the DOCUMENT PARAMETER DETAILS section there are the following information e Title the title of the document parameter e Parameter the parameter that is applied to this document e Url Name the key of the parameter the URL for the document execution will c
41. one document snapshot you have to design in this position a rectangle containing a text string like this spagobi_placeholder_logicalNameOfTheDocument The final part of the string should be replaced with the logical name of the configured document look at the previous section The snapshot of the document will fill exactly the area of the rectangle so rember to choose the right dimensions e The comments inserted by the SpagoBI users will be inserted into the notes part of each ppt slide Configuring the workflow process you have to limit the notes insertion for a particular slide to a SpagoBI group Only the users belonging to the group assigned to the slide can write notes about the content This behaviour means that if in the same slide you put more than one document snapshots you have to be sure that each document is visible to the role who view the content of the slide T booklet femplateExample OpenOffice org Impress File Modifica Yisualizza Inserisci Formato Strumenti Presentazione Finestra 7 B HH z El as amp oF se aBa bo 2 GEA AR D J Nooiapositiva K Struttura diapositiva x ES mA A F 0 00 EE Nero z a Colore v sus J a Diapositive X Normale Struttura Note Stampati Ordine diapositive i Attivit visualizza X b Pagine master ba Layout II Slide 1 Pagina 1 2 Slide Pagina 2 gt Animazione personalizzata gt Cambio diapositiva fk gt m
42. page SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 92 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpageB the Business Intelligence Free Platform SpagoBI QuickStart Query by Example Field Selection Conditions Ordering Grouping View Query Sawe Duery Execute Query Generate Template vt Save report template to local disk Leal Report Preview 1j FA 66 7 j it BRAND_NAME PRODUCT_NAME GROSS_WEIGHT Best Choice Best Choice Dred Apples 6 Best Choice Best Ckoice Beef Jerky Best Choice Best Choice Cheese Crackers Best Choice Best Choice Buttered Popcom 13 6 Rect Choire Rect Choire Salted Drarzels 4 v Figure 90 QbE Generate Template 7 6 7 SUB QUERY Qbe can handle subquery The result of a subquery can be used as value in the right term of a where clause To associate a new subquery to a where clause just click the proper button situated on the right of the choosen clause in the conditions page Query by Example Field Selection Conditions Ordering Grouping Miew DUETY Sawe Query Execute Query Generate Template sich 3 ftoodmart of Light Tree ee 2i p n a Bet kete piis L a eA talano is Flog Product Class Country H Store Annual E
43. the SAVE icon It can be useful to add another Use Mode in order to understand the roles management performed by Parameters 6 Click on the WeEw tab and add the following information e Label OLAP Use Mode 2 e Name OLAP Use Mode 2 e Description e Presentation ComboBox Then select OLAP LOV FIX_LOV 2 from the lookup page listing all Predefined List of Values This time select the OLAP Constraint from the Predefined Values Constraints list Notice that in the Role Association table the spagobi admin and spagobi dev cannot be selected In fact each role can be matched at most to one Use Mode This time check the spagobi biuser 7 Click on the SAvE AND RETURN icon to go back to the Parameters List The OLAP Parameter Example will be now displayed in the list Notice that the Number of Use Modes should be 2 8 Then click again on the Back icon to reach the Developer Tools 7 3 6 REGISTER THE ANALYTICAL DOCUMENT THE BUILT OLAP INTO THE PLATFORM 1 From the Developer Tools page select the Documents Configuration in order to display the Development Object List 2 Select the icon to create a new Analytical Document 3 In new Document Details page you will be required to fill in the following information SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 69 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlik
44. ver 0 9 3 July 18 2007 pag 109 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 EA SpageB the Busin Free Platform yess Intelligence SpagoBI QuickStart Template Configuration 3 Document Information Name Best Products Description Best Products in Month Label TOP PROD Logical Name Document Parameters Month Output JPGBASE64 Number tops Figure 107 Configuration page for a document added to the booklet The configuration page contains e some summary information about the document chosen label name description e An input text which must be filled with a logical name for the document The logical name is mandatory and must be unique within the booklet It will be used to identify the place holder into the presentation template which has to be replaces by the snapshot of the document e A parameters section where are listed all the parameters of the document together with an input text useful to specify an execution value The only parameter value that cannot be changed is the one relative to the output format it is filled with default value Remember that the values entered will be used to produce the snapshot of the document which will be inserted into the final prese
45. 005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 the Business Intelligence Free Platform SpagoBI QuickStart 7 10 2 DEPLOY A JOB FROM TOS To SPAGOBITALENDENGINE Using Talend Open Studio create a simple job MyJob that displays a message Hello World to do this simply drag amp drop the tMsgBox component inside Misc folder from the palette into the job designer and save the job Then 1 Right click on the job and select the voice Publish on SpagoBI from the contextual menu 2 Select from the combobox the logical name of the connection to SpagoBITalendEngine instance you have defined in the Preference window Obviously the server with SpagoBITalendEngine must be running Publish on SpagoBl To archive File MyJob zip ka Browse Options Serveur SpagoBI SpagoblTalendEngine Label MyJob Mame MyJob Description Context scripts fbafat ae Cancel Figure 117 Publish on SpagoBI Control if there are the following files in SpagoBlITalendEngine RuntimeRepository java MyProject MyJob myjob jar file myjob_run bat file myjob_run sh file If there is also a folder myproject myjob contexts this folder must inserted inside myjob jar file and then deleted see job examples jar files 7 10 3
46. 007 pag 126 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform and edit file SpagoBIJPivotEngine WEB INF classes groovy scripts link groovy as output URL SpagoBIDrillServlet 7DOCUMENT_LABEL GEO_UNITSALES amp ProdFamily input Product Family Value ianput Product Family you obtain Products a Scriptable Drill Through Hale Store Name Product Family gt Link Product Department 2 Product Name Store 1 14 Drink Drink alcoholic Beverages Good Imported Beer Store 14 Brink Brink Alcoholic Beverages Good Light Beer Store 14 Drink ay aca Beverages Pearl Pearl Imported Beer Store 14 a rink Alcoholic Alcoholic Beverages lt Portsmouth Imported Beer 2 00 store 14 14 Brink Drink Alcoholic Beverages Portsmouth Light Beer 2 00 Store 14 Drink SS ou Alcoholic Beverages Portsmouth Light Beer 1 00 ee 14 a Brink Alcoholic Beverages Top Measure Light Beer 2 00 Store 14 pi Drink Alcoholic Beverages walrus Imported Beer 2 00 Store i 14 Brink cf Brink IETT ic Beverages Walrus Light Beer t Beer 3 00 Store
47. 007 pag 96 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 EA SpageB the Business Intelligence Free Platform SpagoBI QuickStart onEntity it foodmart Customer mode manual mappings Iname gt input1 fname gt input2 resultingFieldName Link Name script Customername groovy inExport false gt lt FORMULA id cField3 onEntity it foodmart SalesFact1997 mode auto mappings customer customerld gt input1 resultingFieldName Link Detail script customer nk groovy inExport false gt lt FORMULAS gt The onEntity attribute specifies the entity which the calculated field is based on The resultingFieldName attribute specifies the name of the calculated field that will be showed in the query execution The script attribute specifies the groovy script file to be executed The mappings attribute specifies the associations between the properties of the entity to be passed to the groovy script and the script input variables example based on formula with id cField2 property Iname of entity it foodmart Customer will be passed to the script as a variable named input1 while the property fname will be passed as another variable named input2 These scri
48. 14 Drink Brink Ah oholic Siki Walrus Ligh t Beer 2 00 Page 1 30 2 E goto Page a i A Rowe page 10 Eo partight 2000 2005 eA0 P lation SARE Figure 128 Hyperlink in n Scriptable drill renrouah table for cross navigation Note in SpagoBI Demo unfortunately drill through table does not work since there is a problem with HSQLDB You can also produce a link in the main JPivot table configure a clickable tag in the document template as follows lt xml version 1 0 encoding UTF 8 standalone yes gt lt olap gt lt cube reference WEB INF queries FoodMart xml gt lt MDXquery gt select Measures Unit Sales Measures Store Cost avg ON COLUMNS Hierarchize Union Product A11 Products Product All Products Children ON ROWS from Products lt clickable urlPattern SpagoBIDrillServlet uniqueName Product Product Family gt lt clickParameter name DOCUMENT LABEL value GEO UNITSALES gt lt clickParameter name ParFamily value 0 gt lt clickParameter name param_output_format value svg gt lt clickable gt lt MDXquery gt aca lt olap gt SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 127 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit COM MONS DEED http creativecomm
49. 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons HN License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B l Q u i C k S t a r t the Business Intelligence Free Platform Activity Detail B Name ee T Parameters of the Documents No Documents Selected Figure 32 Activity detail In order to add one or more documents to the activity you must select the Add or Remove Documents button This will make appear a pop up containing the tree of documents in released state A a iE ere Pe ey Home Auditing Monitoring M Selection of Documents E Hame J Objects Tree es Eq Fanctionalities Site Getings Socumentandteenms iy General Management Activity Detail Ey Marketing See ee e ouii Gey Product Analysis a Baa Best products in month Noe T e i Besenotion Ea CO ee 5 EE p LI ge Product Sales Details os O aie Product by family and department Parameters of the Documents HSE Ee the Documents L E o Product department profile O gt Query by Example Ho aaa E Sales Analysis Hl Human Resources H 0 Administration Documents EHS ETL No Documents Selected Figure 33 Documents selection You can choose one or more documents from the tree by selecting the relative check and then pressing the Save button
50. 3 Parameters Management 7 3 3 PREDEFINED LIST OF VALUE LOV 1 The Predefined List of Values page can be accessed by selecting the corresponding link from the Developer tools 2 Click on the INSERT icon to add the new desired element 3 In the Predefined List of Values Details page fill in the following information Label OLAP LOV FIX_LOV 1 Name OLAP LOV FIX_LOV 1 Description Input Type Fixed list of values Insert the following value description pairs e Description Non Consumable Value Product All Products Non Consumable click on the ADD icon e Description Food Value Product All Products Food click on the ADD icon e Description Drink Value Product All Products Drink click on the ADD icon Then click on Test before save button and confirm e Visible Columns DESCRIPTION e Value Column VALUE e Description Column DESCRIPTION 4 When the data entry is completed click on the SAVE icon to save the information and exit to the Predefined List of Values page 5 Now click again on the INSERT icon to create a second LOV 6 In the Predefined List of Values Details page fill in the following information Label OLAP LOV FIX_LOV 2 Name OLAP LOV FIX_LOV 2 Description Input Type Fixed list of values Insert the following value description pairs SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 67 of 141 Engineering Ingegneria Informatica S p A 2005 This work is lice
51. AA A AT E TAT 21 Oa AUNI ATO a E SE E E 24 6 2 1 Functionalities Management oooonnnnnnnnennnssennnnnnsssseeennnsssssrerensssssrereossssseereoossssserroesssssrereeossssseerersssseeere gt 25 6 2 2 Document Conf OUT AON vacates seinen aitastmuctaedenvuedestuutitivuiehsuiasioneiae tenia EAEE ERE TNE EENE EE EAEN EEE 27 6 2 3 SCHCUULE a Document T eCall ON sinian NE EA goss ake Dated ea aac dan aise TEE 30 oas DEVELO erea A AE A E E er eee 35 6 3 1 Poo O V GING LOV ara AEE E E E A A seis 36 O22 Predva Vanes CON SITUS aE techn su patccs ease cede E dae tan ona de E oe decane essere 39 6 3 3 Paroma rs Mand OCCT srr a Ena E T NE EEA oa amano 4 6 3 4 POC VCH CO DaN ON pirana a E Rens easiest wet Ay vee eh a gato cat Pagans ne Tea sweet 43 6 3 5 Poanes COVA O a a E EN ees eters aceasta E E E S R 45 6 3 6 TTI EEE E EE A E E E E E E EE A ee 48 6 3 7 DE A T EE E EE E E E A E E AE E E E EE TET 50 C E a E E E E E 51 Go EDU a E E ee ers re 54 Coe TIN a E E evento sence 56 Te GETING STARTED WITH SPA OD assoc ch share sadaseccc cece ecse scares ceceetacecsdensecsen de ucsisdavecccceceusecsdeuscecsedesceesdeuezee 57 7 1 INSTALL EXO PORTAL TOMCAT AND SPAGOBI DEMO ieee eeessccceeeeessssnneeeeeeeeesssneeeeeceeesssaaeeeeseeesessaaeeeeeees 57 Tee MRP apres een pace casero va aya ea E sweety aac eee clea pramtepat E sitio aipnietenepeseeaer es 57 A Created KepoOri TENIDI AC irarri t srine asa E E EEEE EEE EEEE 58 Jelas Create a Report template using iR
52. AL Gs ea E E A er rer eet re rere 65 7 3 1 C T E a E E E E T TA ETR 65 7 Did CE FVII T S a 5c scessc cas cee cen ana ccesccabacdecdaisacscte tenes O Banc anesecesenebocesiasa 66 lides Predoined List of Vane LOV searen oa a a a eo 67 7 3 4 Prede ned Values CONST GINS rissies r a E a E asesaaneatiaas se 68 7 3 5 P TS NAGI E A A AEE E T E 68 7 3 6 Register the Analytical Document the built OLAP into the platform ooooooonnnnnnnnnnnssnnnnnnnsssseennnnssss 69 ENA DSI a O E E a ER E E E EE E N E NA 71 7 3 8 becul he Fan Docume i orori vic ac ayia regan e E noice acess eed aa eave Gem 71 7 3 9 Dorom e 1 CMTC COON re Er E E AR N EE R 71 Te EVO a A A E E EA eek a CGE 75 fey Yc gE 0 0 4 D r E E E T E E E E EI E E EAA ee 76 7 4 1 E E EA E ONEI A EEEE ET EEN N AA E E EA E EA E T A 77 7 4 2 E E A a EENE ENEAS AIE E EA E EA E E eee 78 7 4 3 Register the Analytical Document the built DASHBOARD into the platfOrim cccccccccccsseecececeeeeee eens 78 7 4 4 Test the Analytical DOCHINGNL cccsisvedsvsdsnsuudedecesdsecnsctasentesesadsechdansiew secs EE EAEE EERE E S 79 7 4 5 Execute the Analytical Document sasesansiasusasieuiscrasmiecessveuesosandaesenasenasonacsiesesaneuesoossnsaseansOueounagatagesentavsuranaiasis 79 da DARAMI e N E E E E A SE 79 Took Create a Data mining process using Weka KnowledgePlow ccccccccccssssssecssccceccecaeesecceeeeeaaaeeeeeeeesaaaeseseees SO Te Faraone e PI OCES TOW oea anaE E EOAR ETA oun cone E EEEE EEA 6l
53. Attribution NonCommercial ShareAlike License To view a copy of this license visit http creativecommons org licenses by nc sa 2 0 commons COM MON S D E ED X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform When a parameter is defined to have a List presentation the corresponding input field becomes a Lookup table where you can choose its value Stores List 3 store_name store_type store_city store_state store_country HQ HeadQuarters Alameda CA USA v Store 1 Supermarket Acapulco Guerrero Mexico wv Store 10 Supermarket Orizaba Veracruz Mexico v Store 11 Supermarket Portkand OR USA wv Store 12 Deluxe Supermarket Hidalgo Zacatecas Mexico ov Store 13 Deluxe Supermarket Salem OR USA ov Store 14 Small Grocery San Francisco CA USA wo Store 15 Supermarket Seattle WA USA wv Store 16 Supermarket Spokane WA USA ov Store 17 Deluxe Supermarket Tacoma WA USA wv ga page 1 of 3 ae The value of the satel store_name jas a string 7 starts with v Filter All Figure 67 Lookup for parameter input value The list pages can be turn over using the two arrows on the bottom row The desired value can be selected by clicking on the corresponding icon Moreover to ease the user to find the required data it is possible to filter the list When the parameter selection is completed the user can execute the document by clicking on the execution icon Customer profile Customer profile 3 Customer profi
54. BE is a one of the SpagoBI tools which offers a visual mode for data inquiry It is based on hibernate technology and it presents a database schema as a group of related visual objects Each database schema is modelled by a set of java classes and hibernate mapping files all packaged in a jar file In order to insert a new database model it s necessary to define anew datamart object 2K OK 3K OK OK OK OK K OK OK OK OK K OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK K OK OK K In order to recall the datamart object from SpagoBI you must define a DATAMART type document using the SpagoBIQbeEngine as external engine where the template is a simple xml file like the following lt QBE gt lt DATASOURCE name hsqlFoodmart dialect org hibernate dialect HSQLDialect gt SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 131 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart lt DATAMART name foodmart gt lt QBE gt You have to specify the datasource logical name as defined inside exo home webapps SpagoBIQbeEngine WEB INF conf data access xml the hibernate dialect to be used and the name of the datamart to be ex
55. CREATE SPAGOBI DOCUMENT Create a new analytical ETL process type document Use as template file an xml file like this one lt etl gt lt job project lt PROJECT_NAME gt jobName lt JOB_NAME gt context lt CONTEXT NAME gt language lt EXPORTATION_LANGUAGE gt gt lt etl gt SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 116 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit COM MON S D E ED http creativecommons org licenses by nc sa 2 0 X SpageB the Business Intelligence Free Platform SpagoBI QuickStart where lt PROJECT NAME gt is the Talend project name MyProject lt JOB_NAME gt is the Talend job name MyJob lt CONTEXT_NAME gt is the job context to be considered for job execution Default lt EXPORTATION_LANGUAGE gt the job language java Save it and execute it a Hello Word message box will appear probably in background 7 10 4 PARAMETERS CONFIGURATION You can define parameters on ETL document their url names must be equal to a job context parameter Considering the example above suppose we want that the message string in the box to be a parameter on Talend Open Studio define a context parameter with name message Talend Open Studio 2 1 0 M1_13483 a b com MyPro
56. Code Country e Region Identifier First phone number Second Phone Number Birthdate Marital Status Yearly Income Gender Children no e Children at home no Education Date Account Opened Cart number Occupation Houseowner Cars No Link reel Wei iol a Figure 98 Manual mode calculated field selection Then if you execute the query you will see the calculated field Field Selection Conditions Ordering Grouping View Query Save Query Execute Query Generate Template Default val Export to format PDF Execution Modality a i Expert EE Create View FT Page 1 gt gt Link Detail customerld CUSTOMER 3 DETAILS 3 CUSTOMER 5 5 DETAILS CUSTOMER 6 6 DETAILS CUSTOMER 10 io DETAILS CUSTOMER 11 11 DETAILS CUSTOMER 12 12 DETAILS CUSTOMER 14 14 DETAILS CUSTOMER 17 17 DETAILS CUSTOMER 16 18 DETAILS CUSTOMER 19 19 DETAILS Figure 99 Manual mode calculated field execution SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 98 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike 7 commons License To view a copy of this license visit o i TEER http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform auto mode means that the calculated field will be always calcula
57. Fens Annual Sales Fact Dy tiai i SUM i i i avgi i i r i mini f maxii l i i eounti i i i GESE i i Figure 84 QbE Field Selection detail Once selected a field it appears on the right hand side The following option are available SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 88 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 EA SpageB the Busin Free Platform yess Intelligence SpagoBI QuickStart to erase the corresponding selection to move up or down the field in the list to set the order of the columns of the result table to apply a group operator on a field by selecting the proper one from the list a to remove a group operator mi to edit an alias name that will be displayed as header of the column corresponding to the selected field in the result table Moreover the distinct option can be set by clicking on the corresponding check below the selected fields 7 6 2 CONDITION Query by Example Field Selection Conditions Ordering Grouping Wiew Goery Save Query Execute Query Generate Template ti foodmart Product _ sg L 3 PETROS hae AD at Brand Best Choice 2AM AND iM El Product I an Name
58. Gy Product ee Eel Sales pa ee Fact L i l os Annual Sales Fact g Product Identifier SAANS g Time Identifier g Customer Identifier Promotion Identifie g Store Identifier n a Store Sales Store Casts ia Promotion Customer Loge Customer Identi j ey a E Figure 91 Sub query button A new Qbe window will be popped up You can now build the subquery in the same way you build a standard query using all the qbe facilites SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 93 of 141 greative Engineering Ingegneria Informatica S p A 2005 This work is licensed under the Creative Commons Attribution NonCommercial ShareAlike License To view a copy of this license visit http creativecommons org licenses by nc sa 2 0 commons COM MON S D E ED MS pageB S p a g O B Q u i Cc k S t a r t the Business Intelligence Free Platform Query by Example 9 gt Subquery on where_1184692633328 Field Selection Conditions Ordering Grouping View Query Save Query Execute Query Generate Template Save Subquery i foodmart Customer F ing Product Class e Product Class Identifier gg Product Subcategory fg Product Category Product Department Product Family H Store H Product n Annual Sales Fact gi iil Figure 92 Sub query fields selection window There are anyway two important things to keep in mind when you build a sub query F
59. Input Roles Associations spaqobi admin M spaqnbisdey l spagobistest M snagobifuser CT spagabi Predefined values constraints l internet Address Numeric L alfanumeric Ll Letter String Ll mandatory C Fiscal Code LT e mail Figure 50 Parameter details As described before each parameter can manage different user roles simply by assigning a specific way to collect data and specific constraints to validate the final input This means that each role must be assigned to a specific Use Mode Each Use Mode requires the following information e Label Use Mode unique identifiers e Name Use Mode name e Description brief description of the Use Mode e Lov it is possible to select just one way to collect data from the list of available LOVs Click on the LOV LOOKUP image and then select a Predefined List of Value from the lookup page to create a new List of Values please refer to the Predefined List of Value paragraph this is in alternative with the manual input then you have to choose the modality of visualization of the parameter between lookup list values selection using this selection type the user will be able to choose only one value for the parameter lookup checklist values selection the user will be able to choose more than one parameter values or combobox one parameter value e Manual input as an alternative to the lov association the modality can be manual input type i e the parameter value wil
60. License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpageB S p a g o B Q u i c k S t a rt the Business Intelligence Free Platform Create Hibernate Configuration file cfg xml Create a new hibernate cfhg xml Enter or select the parent Folder DatamartJar src EF Daktamartlar fe Bin Pees SKC File name hibernate ctg mil Figure 137 New Hibernate Configuration File Give a name to the console add the jar of the database driver into the classpath and then press the finish button Figure 138 New Hibernate Console Configuration Create Hibernate Console Configuration This wizard allows vou bo create a configuration For Hibernate Console Mame DatamartJarConsole p Fropert file Browse Configuration File OGatamarkiari Entity resolver gt ss Browse Enable hibernate ejb3 annotations frequires running eclipse with a Java 5 runtime Mapping Files Mame dd Remove I Down H Classpath tony add path For POO and driver Mo Hibernate jars ee EE Add JAR Dirs C fDownload drivers database postgresadl 8 0 311 jdbc2 jar en Add External JARS I Figure 138 New Hibernate Console Configuration Exec the hibernate code generation tool Figure 139 Hibernate code generation SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 136 of 141 Engineering Ingegneria Informatica S p A
61. N SpageB SpagoBl QuickStart ess Intellige SpagoBI QuickStart Authors Luca Scarel Grazia Cazzin Davide Zerbetto Luca Fiscato SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 1 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike EGrimons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 S p a g o B Q u i c k S t a rt the Business Intelligence Free Platform Index NS IN oraria E E EE A E E E IA 5 t DOCUMENT COAL aicsin aa aaa aaaea Aaa iaaa 5 2 REFERENCES corren ia a a aa e iaie aaa aa eE a e Enie iaa a a aaae iaaieo iaaa 6 2 HELPFORTLEC TURE oiiire aE EE ES 6 Se aL ICC ON VEN TIONS etre ce cet ote E E S E 6 Dee PE TAES OTON a E A E E E E eoncemecateese 6 4 SPAGOBI CONCEPTUAL OVERVIEW ranar a a o aiaiai 8 Se RECURRKING THEME Siccin NEEE ETE E 14 sle PO EEANN OUT aa eee ee ee E E E E eee err 14 Does EPTAND DETALED E e E E E erate 14 0 FUNC TINA LEY OVERVIEW ereenn osn A EEEE E EARNERS EREA aaRS 16 Cl TNS N A need sactee seca a macisene peace caren 16 6 1 1 TCS Coni Curdts E E E EE E E sovasaseeeuana oces 16 6 1 2 Kales SVNCAVONICALION eisers n naran E EAEE E E E E a a I8 6 1 3 LPO L OT eror E E E E E E AET E E EE ERE 19 6 1 4 E a EE TE E AO O ENEE O I EA I nat E E I N A A ON OTI O 20 6 1 5 A a EION AAEN TE E AEA AASEN N E AAE E E
62. OCUMENT PARAMETER DETAILS t Title Choose City Parameter City Code a bt Url Name Parity Priority 1 gt SblDevelopmentCantext DOCUMENT DETAILS let PROSTAR id Name eubrerPoteo id Deeception CustomerProtile jem Download Tye Raper CustomerProfile jreml Erase Downoad Engine Jasper Report Rel gt Criptable True False Visible True False Template Sfoglia Choose City Customer surname Customer name Choose output format Choose Gender New DOCUMENT PARAMETER DETAILS Titte Parameter ii Uri Name Priority bd Figure 53 Analytical document details existing document Notice that during this phase it is not necessary to specify anymore about users g roles because they are completely managed through the visibility rules of the functional tree view and through the behavioural parameters description 6 3 5 PARAMETERS CORRELATION The parameters can be considered as a filter for the data in fact based on the parameter value the data returned or processed by business document is sliced and diced For the SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 45 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit eae eae FEEN http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c
63. Per minute Execution Per hour Execution O Daily Execution EJ Weekly Execution Monthly Execution Every n months E In month Cuan Orea Omer Caper Humer Oou Ooo Haue Osee Ocet Onoy Coie The day E E E The week Oiri O second Third Fourth EJ Last In day Osun Miwon CJtue Clweo CTHu ire Co sat Figure 38 Repetition policies The possible policies are Single Execution the activity is executed only one time at the initial date and time inserted by the user Per minute execution the activity is executed every n minutes starting from the initial date and time Per hour execution the activity is executed every n hours starting from the initial date and time Daily Execution the activity is executed every n days starting from the initial date and time Weekly Execution the activity is executed every week at the initial time of the selected days If no day is selected the Monday will be chosen as default Monthly Execution the user can choose to execute the activity every n month after the month of the initial date or to execute it only at the selected months In both cases the user can choose to run the activity in a definite day to run it all the selected week day of the month or finally to run it at the selected week day of the selected week of the month In this last case there s a limitation for this release if you choose the execution week you cannot choose more than one day week All
64. RT REL 1 RPT_CUST_PRF_FX Singe Customer Single Customer REPORT TEST 1 ke ga page 1 of 2 kp The value of the column LABEL asa string vj starts with hi Filter All Figure 64 Tester s documents list If the selected document is in a Test state with a parameter associated to different Use Modes the user has to choose a role from the Ro e combo box in the Se ect Role For Execution page SELECT ROLE FOR EXECUTION 2 Role spagobi admin bd Figure 65 Role selection page Notice that the list includes all the system roles available for the document and not only the ones belonging to the Tester This means that the Tester will be able to test the different behaviour of the Analytical Document in relation to every user s role No matter whether he owns the role or not Instead if the document is in Released state the list includes only his own roles in case he is associated with more than one role By clicking on the EXECUTION icon the Analytical Document will be run and if necessary a page for the input parameter will be displayed allowing the user to insert the required information from and according to the Analytical Document configuration Employee in store Employee in store 2 Output Format HTML ad Reset fields Figure 66 Parameters page SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 52 of 141 greative Engineering Ingegneria Informatica S p A 2005 This work is licensed under the Creative Commons
65. S HOME features into respectively ECLIPSE HOME plugins and ECLIPSE features folders e Start the eclipse platform e to test if the hibernate tools are working open the view Navigator and then into the navigator box press the right button of the mouse and select New others menu Into the new window you should be able to see an hibernate folder Figure 131 Eclipse Navigator and Figure 132 Hibernate options SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 132 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform B Cops AY Package lis Paste Class sas E G Interface pg Export Enum Annotation amp Refresh Bec Source Folder 9 Folder File Untitled Text File EF JUnit Test Case mir mes Example Select a wizard Create a new hibernate chg sml File Helping with the initial JDBC setup etc Wizards fee CVS gt EJB 3 0 Hibernate i ie Pe Hibernate Configuration File cfg xxml E Hibernate Console Configuration Wy Hibernate Reverse Engineering File reveng xml iti Java JBosshor tl JBoss IDE Ei JBoss jBPM
66. S I5R 220 annotations Generate DAO code java if Generate mappings him smi Generate hibernate configuration Chibernate cg xrnl Generate schema htrml documentation Generate JBoss Seam skeleton app beta Apply Revert cose Figure 141 Hibernate code generation exporters options At the end Press the Apply button and then the Run Button After the end of the execution into the src folder of the project there will be a set of java and hibernate mapping files contained into the right package folder structure See Figure 142 Java classes and Hibernate mapping files src gt Bybee H E eng hib gt datarnart Account hbr xml J Account java J AccountId java X Category hbm sml J Category java J Categoryid java Currency hEm xml J Currency java 3 Currencyid java Customer hbm ml J Customer java J CustomerId java X Days hm xml Figure 142 Java classes and Hibernate mapping files If the database is well defined with all the appropriate primary and foreign keys there s no need to change the code produced but if some problem occurs or you are an hibernate SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 138 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativeco
67. Store Product Ciel Annual Sales Fact ke e e e ee eee i ed Figure 86 Qbe where condition Notice that the right part of the where condition can also be a field in this case the g user can simply click on the TREE icon and select the desired field Notice that the datamart tree displayed is the same shown to choose the left condition Both the Ordering and the Grouping page display on the left hand side a list of the selected fields of the query By clicking on the name of one of them the user can set respectively the order by and the group by fields If the user tries to access one of these pages without having already selected at least a field in Field Selection page the Qbe displays an error message Each selection can be erased or sorted by means of the relative icons To delete a To sort 7 6 3 VIEW QUERY In the View Query the query realized through the wizard procedure is displayed on the left hand side of the page SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 90 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform Query by Example a Field Selection Conditions Ordering G
68. To view a copy of this license visit Zena Ae FEEN http creativecommons org licenses by nc sa 2 0 X SpaaeB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform The form shows the complete list of exported engines engines associated to the exported documents and for each one of them there s a combo which allows you to select the corresponding engine into the current system If you don t provide an association the exported engine will be inserted anyway Once completed the engine mapping you can select the next button the right arrows which will allow you to perform the connection mapping This is the last mapping step and it s necessary because some of the exported list of values were associated to a database connection which should be different form the ones of the current system Connection Associations gt ee Exported connection Connections defined into the portal in use Vy dwh Indi A TAT e Each exported connection must be Select bal associated to a connection of the Foodmart Data Warehouse on HSQL DB Ea a A OORDOPPEN portal co usg jdbc sbifoodmart java comp eny Figure 20 Import connections association Once again there is a description for each exported connection and a combo which allows you to associated a connection of the current system This time however if you don t provide an association for each connection the system shows you an error In fact it is not possible ne
69. a Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Oe aSNsS License To view a copy of this license visit eo MAAS MERR http creativecommons org licenses by nc sa 2 0 SpagoBl QuickStart p the BunhadeIntlligance Fris Plattonnn 4 7 11 1 SPAGOBIJASPERREPORTENGINE ccccccscoscsccccecescsceccsceccececcecsseecscescscscecsseecssescesescesescssescscscscesescusescesecs 121 141 2 SPAGOBIBIRTREPOR TENG INE oaiiecedeseasoescesbetadeascnededs cnedeanasoaseusbetebeaweueudediedsudeandsacsean cosabeaueteeiedhensuasandseesece 123 Jelase DPAGORIOB BE NGINE orreen en E T T EA T O TAE 125 Jel Was SACO Ct ORIG IN E oionn EEE A EER 125 Telko SPACQOLLIPINOTE NGINE versre E E A E EEA 126 o INMORE D EPT nn ee scectodeseeestwacducbosceseesestesecnsenee 129 8 1 PORTAL ADMINISTRATOR AND PORTLETS ORGANIZATION ccccceccccecscecscecccscescsceccsceseececescecscecscecesencesesces 129 8 2 ANALYTICAL DOCUMENT LIFE CYCLE eieren iciae E EEEE EEE EEE ETENE EEA 129 eor UET O E eE E EEA E 130 8 4 DOCUMENT ORGANIZATION AND SECURITY POLICY ccccceccsceccececcececcccscscecscsceccsceceececeececescecescscesencesesees 130 8 5 USER DEFINITION AND ROLES MANAGEMENT csccscosceccecceccsccececceccsccecsceccscescescescscescescescesessescescesessescescusens 131 A POTEET E EEE EA rene eee nee ye eee 131 8 7 DATA MART JAR DEVELOPMENT FOR QBE FEATURE ccccesecccsec
70. access many sections e Home many portlets which combine punctual views of the performance indicators with synthetic reports e Navigation a free navigation on the functional tree of the documents e Instanced Reports a page divided into subsections for the presentation of single reports already instanced not parametrics e Parametric Reports a page divided into subsections for the parametric activation of the reports with default values e Olap a multidimensional analysis model e Dashboard a synthetic static and dynamic presentation of historical and current series with especially interests e Dynamic Dashboard a synthetic and dynamic presentation of the performance indicators values to be monitored at fixed time intervals e QbE Query by Example the module for a free and visual inquiry of the predefined data items e Manual the user manual Even if the navigation portlet can run all the visible documents the portal can be composed by several pages and sections every portlet addresses a specific document for a free composition of the informative scene and for an immediate view of the particular business context Every user can use the Released document according to his role s visibility When the user owns different roles and the documents have different behaviours the role for which the document has to be executed is required The end user has different freedom degrees of movement and of personalization of the analysis The m
71. ach part of the notation is the name of a dimension level DIMENSION RULES bottomLevel the lower boundary of the dimension level All child members won t be considered Note that the level is expressed using a dot hierarchical notation Each part of the notation is the name of a dimension level DIMENSION RULES MEMBERS MEMBER name the name of the member containing the expression to substitute with the value of the profile attribute The profile expression can be placed in every position of the member name and it is also possible to insert more than one expression DIMENSION RULES MEMBERS MEMBER access the access level for a member none all Once configured the template each time a user will exec the document the platform will substitute the profile attribute values to the relative placeholder in member name and then send all the information to the olap engine The olap engine once received the filter information will prevent any access to the members and dimensions not authorized Considering the above example and supposing that the family profile attribute of the user contains the value Drink the engine will allow to the user to access only to the ancestors of the Product dimension member Product All Products Drink the children of the Product dimension member Product AIl Products Drink till the level Product Department It is not possible to go more in deep all the member of the other dimensions not Pr
72. activities based on the assignment of the workflow process definition Each activity is assigned to all the SpagoBI users belonging to the role associated to the task definition Swimlane name Until all the assigned add note activities aren t performed the workflow process doesn t continue In order to know when they have to execute a workflow task the SpagoBI users need to use the Worklist Portlet This portlet every time it is refreshed checks if new workflow activities has been assigned to the current user and present them into a list The user can accept the activity pressing the button on the left of each row The first user that accept the activity will complete it all the others will be no more able to accept it SBibevelopmentContext SBI Wor kflowTask List SBliwWorkflowTaskList Ti Ep gt J Activity name Activity description Activity priority Process name ladd_note_task1 3 BookletWorkflowProcess 4 page lofi g The value of the column Activity name Viasa string starts with Filter All Figure 112 Workflow activities list of the users SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 113 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike EGrimons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 the Business Intelligence Free Pl
73. alyze some parts of the datamart Think for instance to a regional director and to a state director who use the same olap document in this case you probably want that the first one can see only the data of his region while the second one can see the data of the entire state To satisfy this requirement there is need of a profiled access to the data and SpagoBI platform manages it using the attributes of the user profile In order to configure a profiled access for an olap document you need to change its template Unfortunately this template configuration cannot be done using the Dynamic template creation procedure described above at least for this release and so you have to change the template manually What you have to do is to add an xml envelope like the one below into the root tag lt olap gt of the template lt DATA ACCESS gt lt GRANTED DIMENSIONS gt lt DIMENSION name Product grantSource ProfileAttributes gt lt RULES access custom topLevel Product Product Family bottomLevel Product Product Family Product Department gt lt MEMBERS gt lt MEMBER name Product All Products S family access all gt MEMBER lt MEMBERS gt lt RULES gt lt DIMENSION gt lt DIMENSION lt GRANTED DIMENSIONS gt lt DATA ACCESS gt The idea at the base of this xml is the possibility to restrict the access to one or more cube dimensions Each dimension can have three level access no
74. aph 6 Moreover you have to indicate the parent folder of the document check a folder on the tree on the right 7 To save and exit from this page click on the Save AND RETURN icon SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 78 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike earnons License To view a copy of this license visit Co eee ee MERA http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart Now that the document has been correctly created and configured on the Analytical Document you can execute it 7 Click on the icon EXECUTE which corresponds to the new DASHBOARD Document 8 Now it is possible to Update State by clicking on the corresponding icon at the top of the window Notice that once updated the DASHBOARD Document will not be listed in the Development Object List anymore 9 Logout 7 4 4 TEST THE ANALYTICAL DOCUMENT Work in progress En 7 4 5 EXECUTE THE ANALYTICAL DOCUMENT Work in progress ET 7 5 DATA MINING The main steps to menage a data mining process are Design a data mining process using Weka KnowledgeFlow Save the process flow in the kflm format Parametrize the process flow Create Parameters a Create Lists of Value b Create Constraints 5 Register the Analytical Document th
75. arTopNum value 5 gt lt PARAM type relative name ParProdFamily value PROD_FAMILY gt lt PARAM type absolute name ParMonth value 10 gt lt PARAM type absolute name param_output_format value HTML gt lt DRILL gt lt DATAMART_PROVIDER gt lt CONF IGURATION gt EN lt CONFIGURATION gt lt MAP gt Note the DRILL tag the document attribute is the label of the target document A PARAM tag define a link parameter it can be absolute or relative Absolute parameters have a single value that is specified by the value attribute relative parameters value is the value of the resultset column specified by the value attribute Geo referenced Unit Sales Ss Sales Unit Copyright 2000 2005 eXo Platform SARL http i localhost 3080 SpagoBlGeoEngine SpagoBlDrillServlet 7DOCUMENT LABEL SALES FOR COUNTRYa amp state OR amp ParTopNum SeaParProdFamily Food amp ParMonth 108 Figure 127 Hyperlink in svg map for cross navigation 7 11 5 SPAGOBIJPIVOTENGINE You can produce a link in the Scriptable drill through table configure the schema extension file in this case SpagoBIJPivotEngine WEB INF classes FoodMart ext xml as follows lt xml version 1 0 gt lt extension title Scriptable Drill Through Table maxResults 300 SCripeRootUri Groovy scripts gt lt script title Link position 3 file lLink groovy gt lt extension gt SpagoBI QuickStart ver 0 9 3 July 18 2
76. ate the svg map logical name and gets the map from its catalogue scans the map and for each svg element id o get from the result of the query the attribute value related to the id o reads from the template file the style associated to the value of the attribute o Sets the style extracted from the map template file to the svg element Let s make an example svg file lt SVvg7 lt g attrib name Europe gt lt path id 1 attrib name Italy d M0 0 gt lt path id 2 attrib name Spain d M10 10 gt lt path id 3 attrib name Germany d M20 20 gt lt g gt lt svg gt result returned by the database query Ids Population 60000000 40000000 80000000 Template file lt LEVELS gt lt LEVEL threshold 0 style fill blue gt lt TEXT description l1ess than 50000000 gt lt LEVEL gt lt LEVEL threshold 50000000 style fill red gt lt TEXT description from 50000000 to 70000000 gt lt LEVEL gt lt LEVEL threshold 70000000 style fill green gt lt TEXT description Trom 70000000 gt lt LEVEL gt lt I LEVELS The final svg produced lt svg gt lt g attrib name Europe gt lt path id 1 attribiname Italy d M0 0 style fill red gt lt path id 2 attrib name Spain d M10 10 style fill blue gt path id 3 attrib name Germany d M20 20 scan Stylbe Tillsoreen gt SpagoBI QuickStart ver
77. atform SpagoBI QuickStart Once a user has accepted an add note activity he enters into the add notes editor The add note editor contains all the snapshot of the document assigned to the slide associated to the activity and a text area for the notes insertion You can switch from snapshots to text area using the tab in the upper part of the editor The user can insert different notes and save them At the end of the note insertion to complete the activity the user must press the End Discussion button in the right upper corner SBiBevelop ment Context SBiWorkflowTaskList O Booklet Notes gt D0 E End Discussio bestproducts beststores Note 3 Notes This is a note Figure 113 Note Editor Once all the add note activities have been performed the execution continue producing the final presentation document The presentation produces must be validated The validation is the last user activity The users who can execute it will see into the task list a new activity and accepting it they will enter into the validation form SBIWorkflowTaskList T Ep a O Final Document Approval 23 Approved O True O False H Final Document produced Figure 114 Approve presentation form Using the validation form the users can download the presentation produced and analyze it To complete the activity the users must press the save button approving or not the presentation by choosing the right Approved option Once saved the
78. ation e Label DM_CLUSTERER_PAR Name Clustering Algorithms Description Clustering Algorithms Type String Functional yes check it 6 Click on the SAVE icon and then a new empty Parameter Use Mode Details section will be displayed on the bottom part of the page SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 84 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart Enter the following information e Label DEFAULT Name Default Modality Description Default Modality Lov select and lookup for DM_CLUSTERER_VAL LOV Presentation ComboBox In the Role Association table select all roles in order to associate this Use Mode to all users of the system during document execution 7 Click on the Save AND RETURN icon to go back to the Parameter List The DM_CLUSTERER_PAR will be now displayed in the list 8 Now click again on the INSERT icon and open the Parameter Details page Insert the following information e Label DM_CLUSTERS_NUM_PAR Name Number of clusters Description Number of clusters Type String Functional yes check it 9 Click on the SAVE icon and then a new empty Parameter Use Mode Details section will be di
79. ative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 the Business Intelligence Free Platform SpagoBI QuickStart Import Export D Export E Import E Name Export Export file Sfoglia Export sub views C Objects Tree Ey Functionalities BE Analytical Areas H Static Reporting 9 Dimensional Analysis H0 Dashboard Bf Queries H Hew Features Figure 14 Import Export As best practices we suggest to 1 when the server is stopped edit file importexport xml in spagobi WEB INF conf components importexport folder set exportFolder attribute in EXPORTER tag and tmpFolder in IMPORTER tag as short absolute paths for example lt EXPORTER class it eng spagobi importexport ExportManager exportFolder temp exports gt lt IMPORTER class it eng spagobi importexport ImportManager tmpFolder temp import gt in order to avoid problems related to long paths make sure that the user who starts the server has the write permission on those folders Then you can restart the server 2 during export operation we suggest to exclude documents with no templates SpagoBI import procedure imports roles parameters engines folders and documents with their templates When importing into a clean new environment the procedure is not able to perform all the operations that mu
80. ave make a copy of the original file before 7 5 3 CREATE A PARAMETER Connect to the home page of SpagoBI portal http localhost 8080 portal and log on using both bidev as username and password This user is a Developer for the SpagoBI Demo and therefore you will access the Developer Tools page To create a new Parameter the following steps are required 1 Predefined List of Value LOV 2 Predefined Values Constraints 3 Parameters Management 7 5 4 PREDEFINED LIST OF VALUE LOV SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 82 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 1 The Predefined List of Values page can be accessed by selecting the corresponding link from the Developer tools 2 Click on the INSERT icon to add the new desired element 3 In the Predefined List of Values Details page fill in the following information Label HSQL_FM_CONN Name Connection to foodmart on Hsql db Description Connection to foodmart on Hsq db Input Type Script Then in the Wizard Script fill in as follows e Script returnValue hsqlfoodmart where hsglfoodmart is the name given to the hsql connect
81. below if you add a swimlane place it below the others You can change only the name attribute giving it as value the name of a SpagoBI role Swimlane are the bridge between workflow roles and SpagoBI roles lt swimlane name the name of a spagobi role gt lt assignment class it eng spagobi booklets assignmenthandlers SpagoBISwimlaneAssignment gt lt assignment gt lt swimlane gt e The Add notes tasks between the fork node and the join node The xml definition of the task is reported below The number of this task kind should be equal to the number of presentation template slides containing place holders for SpagoBI documents In case you have to add some add Notes task definitions copy one of the existing one and paste it below the last one Then you have to add the reference to the task into the foregoing fork node For each add note you can change the name the swimlane assignment and the value of the spagobi_booklet_pageindex variable this variable is the index of the presentation document slide where the notes will be added Remember that when you change the swimlane name you are giving the permission to the SpagoBI users who belong to the homonym SpagoBI group to see the document of the slides and to insert new notes lt task node name give it a name gt lt task name add_note_task1 swimlane name of a previous defined swimlane gt lt event type task create gt lt script gt lt expression gt taskIns
82. censed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 4 Moreover it is necessary to indicate which is the parent folder of the document check a folder in the tree you see on the right 5 To save and exit from this page click on the SAVE AND RETURN icon 6 The Development Objects List will be updated with a new row containing the document just created 7 Now you can access the Document Details page simply by clicking on the DETAILS icon on the row of the new document This page will list the general detailed information of the document 8 In order to set Document Parameters it is necessary to fill the DOCUMENT PARAMETER DETAILS form below the Wew tab insert the following information e Title Report Doc Param e URL Name EmployeePosition Then click on PARAMETERS LIST icon in the PARAMETERS LIST page now displayed select Report Parameter from the table Notice that the URL Name must match the name of the parameter created in the report template example in the Create a Report template or Create a Report template using Birt paragraph 9 When this operation is completed save information by clicking on the SAVE icon 10 It is possible to create a standard parameter in order to choos
83. commons org licenses by nc sa 2 0 the Business Intelligence Free Platform SpagoBI QuickStart The Configuration element contains the styles that have to be associate to the svg tags based on the database attribute value The styles are organized following a level hierarchy Each style is associate to a range of values which is defined by two levels the first one defines the low boundary while the second one defines the up boundary When an svg element is analyzed the engine gets its attribute value from the database and using it recover the sytle associated to the low boundary level defined into the map template lt CONF IGURATION gt lt LEGEND x legend x position y legend y position width legend width height legent height style legend style gt lt TITLE description legend title style legend style gt lt LEVE LSS lt LEVEL threshold 0 style style of the level gt lt TEXT description l1ess than 100 style style of the description gt lt LEVEL gt lt LEVEL threshold 100 style style of the level gt lt TEXT description more than 100 style style of the description gt lt LEVEL gt lt LEVELS lt LEGEND gt lt CONFIGURATION gt Each level tag has two attributes e threshold defines the low boundary for the current level and the up boundary for the previous level e Style the style associate to the level The level tag contais a Text tag where you can set the description of t
84. commons org licenses by nc sa 2 0 X SpageB S p a g O B l Q u i C k S t a rt the Business Intelligence Free Platform SBiDevelopmentContext f Ep a CI CONFIGURABLE CONSTRAINTS 4 LABEL NAME DESC AIPTION Check type CK CUS 01 Range 10 20 Value between 10 20 RANGE oh i CK CUS 02 2 decimakb places 2 decimab places DECIMALS is 2 CK CUS 03 Max enght 20 Max lenght 20 MAXLENGTH AS te ga page i ofi Ey The value of the eatumn LABEL v asa string starts with 7 Filter All PREDEFINED CONSTRAINTS 4 LABEL NAME DESCRIPTION Check type GK FIA 01 Internet Address Control if parameters an Internet Address INTERNET ADDRESS CK FIX 02 Numeric Control if a parameter e Numeric NUMERIG CK FIX 03 Alfanumeric Control ita parameter amp Alfanumeric ALFANUMERIG CK FIX O4 Letter String Control f a parameter ba etter string LETTERST RING CK FIX 05 Mandatory Control ifthe parameter E present MANDATORY CK FIX 06 Fiscal Code Control if parameter ba Fiscal Code FISCALCODE CK FIX 07 E Mail Control if parameter 6 a E Mail EMAIL g page 1 ofi Figure 46 Configurable Constraints and Predefined Constraints At the bottom of the displayed page there is a list of Predefined Constraints that cannot be modified On the top of the page it is possible to create a set of Configurable constraints simply clicking on the INSERT icon and entering the Constraint Details page The developer can add new configurable controls erase the existing ones or access their deta
85. d cField1 Onentity it foodmart Product mode auto mappings productIid gt inputl productName gt input2 resultingFieldName Link Detail script productink groovy IinExXporc true gt and the groovy script return lt a href SpagoBIDrillServlet 7DOCUMENT_LABEL PROD_DETAIL amp ParMonth 5 amp ParProduct i nputij gt Detail input2 lt a gt create the link that you can see below Query by Example 3 Link Detail Product Identifier Product Name Brand Name Detail Washington Berry Juice 1 Washington Berry Juice Washington Detail Washington Mango Drink 2 Washington Mango Drink Washington Detail Washington Cream Soda 4 Washington Cream Soda Washington Detail Jeffers Oatmeal Palt Jeffers Catmeal Jeffers Detail Blue Label ca Beets 16 Blue Label Canned Beets Blue Label 19 Blue Label Chicken Soup Blue Label 30 Blue Label Canned Tuna i Water Elie Label 32 Blue Label Large Canned Shrimp Blue Label bel as oa Blue Label Fancy Canned Anchovies Blue Label Detail Blue Label Fancy Scanned Clams 34 Blue Label Fancy Canned Clams Blue Label Blue Label Fancy Canned Oysters Blue Label Blue Label Fancy Canned Sardines Blue Label Green Ribbon Canned Mixed Fruit Green Ribbon Detail Blue Label Fancy Canned Oysters Detail Blue Label Fancy Canned Sardines Detail Green Ribbon Canned Mixed Fruit Detail King Rosy Sunglasses _ King Rosy Sunglasses King Detail Queen Eyeglass Screwdriver Queen Eyeglass Screwdrive
86. d Popcorn 13 6 Best Choice Best Choice Salted Pretzels 14 4 Best Choice Best Choice Low Fat Cookies 16 0 Best Choice Best Choice Salsa Dip 16 1 Best Choice Best Choice BBQ Potato Chips 16 2 Best Choice Best Choice Mini Donuts 21 6 Figure 89 QbE Execute query The Execute query page first tries to execute the automatically composed query If the query works correctly a table containing the result set is displayed Otherwise a text area containing a description of the error occurred will be displayed It is possible to pass from the expert query results to the automatically composed query results or vice versa using the execution modality checkbox situated in the upper left corner of the page It is also possible to export results of the query in other formats using the export options situated in the upper right corner of the page The exportation result can be saved to local disk If the browser have a pre configurated plugin viewer for the target exportation format the exportation result can be visualized into the browser window before saving 7 6 6 GENERATE TEMPLATE The Generate Template page generates a JasperReports report template i e a jrxml file based on the SQL query produced from the HQL query An example of a report built upon this template is shown in the bottom of the page The generated template can be saved to local disk to be used as a base for further modifications using the save button situated at the top of the
87. database is setted by the engine according to its configuration settings 12 Now you can add to the flow a mining algorithm Choose for example Add Cluster component from Filters Tab This component adds a new nominal attribute representing the cluster assigned to each instance of the input dataset by the specified clustering algorithm 13 Right click on Add Cluster component and choose configure option from the pop up menu 14 Choose the clustering algorithm to be used by the Add Cluster component Than choose fields of input instances to ignore during clustering process In this example we choose Simple KMeans as clustering algorithms and we choose to ignore the first filed i e the customer id 15 Right click on DatabaseLoader component and choose dataset option from the pop up menu in order to connect this component to the Add Cluster component The dataset connection is just a pipe that push the source component output to the destination component input In this case we pass the whole dataset read from the database by the DatabaseLoader component to the Add Cluster component Add Cluster component process the input datasource ignoring the first field and append to each instance a cluster attribute 16 Because the output dataset of the Add Cluster component i e cust_id depl dep2 me ee depN cluster doesn t fit with our destination table cust_to_dept_clustered i e cust_id cluster we can t connect directly the Add Cluster compon
88. defined policy When we create a new functionality by adding a new folder to the tree represented in the Figure 24 Functionalities Tree it inherits automatically all father s permissions All permissions that the father doesn t have cannot be assigned neither to the children nor to all the other descendants According to this policy if we add a child folder Static Reporting Child 1 to Static Reporting folder whose assigned permissions are represented in the Figure 25 Functionality details we have the following situation SBiSettings SBlAdministrationContext SBiDevelopmentContext SBlFunctionality SBiAdministrationContext Ep O FUNCTIONALITY DETAILS D 9 aiu ne Roles Development Test Execution spagobi spagobi root group ie E E tel amp spagobi admin spagobi administrators iv iv iv H A spagobi dev spagobi developers iv is E E X f l spagobi test spagobi testers E iv iv EE amp spagobi user spagobi users E ip Iv E X m ce X te 98 E X Figure 26 Adding a new folder SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 26 of 141 creative Engineering Ingegneria Informatica S p A 2005 This work is licensed under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit COM MON S D E ED http creativecommons org licenses by nc sa 2 0 N Spaqs8 S p a g O B Q u i c k S t a rt ness Intelligence Free Platform
89. depth 8 1 PORTAL ADMINISTRATOR AND PORTLETS ORGANIZATION Portlets are autonomous and independent application windows They are freely usable inside portal contexts supporting the JSR 168 specification by means of a simple configuration No development is necessary Every function in SpagoBI runs in portlets included into a corporate portal or into a particular Business Intelligence environment The portlet organization into the portal is realized by the Portal Administrator SpagoBI releases specialized portlets according to the different user typologies administrator developer tester end user Each user is assigned to a specific typology by the Portal Administrator For a better understanding of the user typologies refer to the analytical Document gt gt life cycle section 8 2 ANALYTICAL DOCUMENT LIFE CYCLE Every SpagoBI document usually follows a three steps life cycle 1 Development this is the proper state of every document that has to be developed corrected modified or improved and therefore it is the initial state of every new document 2 Test it is the state of a document which has to be tested in order to check if it works correctly returning the requested result for each possible configuration 3 Released this is the state of a document that has been properly developed and tested and can be employed by the final user Moreover a 4 state Suspended can be assigned to a document that will not be used an
90. e EGrimons License To view a copy of this license visit Co MERAS MERA http creativecommons org licenses by nc sa 2 0 SpagoBI QuickStart 10 11 12 13 14 15 er SpageB the Business Intelligence Free Platform Label OLAP Document Name OLAP Document Description Type On line analytical processing Engine JPivot Mondrian Template click on the browse button to select the template created in the paragraph Moreover you have to indicate the parent folder of the document check a folder in the tree on the right To save and exit from this page click on the SAVE AND RETURN icon The Development Objects List will be updated with a new row containing the document just created Now you can access the Document Details page simply by clicking on the DETAILS icon on the row of the new document This page will list the general detailed information of the document On the right side of the page a new table listing the just added template is displayed In order to set Document Parameters it is necessary to fill the DOCUMENT PARAMETER DETAILS form below the WEw tab insert the following information e Title OLAP Doc Param e URL Name prdCd Then click on PARAMETERS LIST icon in the PARAMETERS LIST page now displayed select OLAP Parameter from the table Notice that the URL Name must match the alias name attribute of the parameter created in the template example created in the paragrap
91. e that allows to better organize documents by grouping them in folders the access to those folders is regulated by roles permissions This multi level hierarchical structure Figure 24 Functionalities Tree can be created and modified exclusively by the administrator in the Functionalities Management area Notice that it is only possible to add a new folder to the root element called Functionalities but not to modify it Static cettings Administration Contes Development Contest Administration Contest T Ea a C FUNCTIONALITIES TREE 2 4 Functionalities Tree El ar Functionalities EE ae E Ta e Hiatal Erase Move up Move down Figure 24 Functionalities Tree A list of possible actions can be visualized by clicking on a node of the Functionalities Tree The administrator can Delete an existing functionality if this doesn t contain any sub nodes He can change folders order using Move up or Move down actions Moreover he can create a new functionality By choosing the Insert option he can access a new page where he can fill in all required information This new element will be child of the selected one Detailed information regarding an existing functionality can be displayed and modified by selecting the Detail option SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 25 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribut
92. e To learn how to know which maps are contained into the Engine catalogue or to add a new map you can look at the SpagoBI How to document question How to deploy a new Map into SpagoBIGeoEngine The Datamart Provider element is useful to configure the data retrival from your database lt DATAMART PROVIDER connection name name of a connection defined gquery select id value from where column id id column value value gt You need to configure four attributes e connection _name the name of one of the database connection pools configured into the data_access xml file SPAGOBIGEO_HOME WEB INF conf data_access xml The connection pool is used to get the connection towards the database e Query the query which recovers the data associated to the svg element ids e column_id the name of the column returned by the query which contains the ids related to the svg element ids e column_value the name of the column returned by the query which contains the value related to each svn element id The value will be used to access the configuration tag of the map template file and extract the style to apply to the svg element SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 104 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creative
93. e creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zea aoa NEEN http creativecommons org licenses by nc sa 2 0 X SpaqeB SpagoBI QuickStart Intellige Selecting the New Schedule or Detail button you enter into the detail page of an activity schedule A schedule is identified by a name and a description and it defines when an activity must be executed In addition the schedule maintains also information about the storing of the activity output Schedule detail ki tiame MyActivity_schedule Description MyActivity schedule description Start Date nyoo Start Time izao logi End Time F ie Single Execution Per minute Execution Per hour Execution Daily Execution Weekly Execution Monthly Execution Save Options Best products i in month ETLExample C Save as snapshot Storage options for execution result Nanie Description f History Length i Kt E Save as document Name j Description ig Objects Tree Functionalities Figure 37 Schedule details Looking at the detail page of a schedule should be clear that the first part is useful to set the identifier the schedule time and the possible repetition policy while the second one which is call Save Options contains information about activity output storage
94. e Commons Attribution NonCommercial ShareAlike C EOrnmons License To view a copy of this license visit eo MAAS MERR http creativecommons org licenses by nc sa 2 0 X SpagoB the Business Intelligence Free Platform SpagoBI QuickStart 4 SpagoBl Conceptual overview SpagoBI is a platform for the development of Business Intelligence projects SpagoBI offers all the tools and the necessary components for the realization of analytical portals whose designing and setting are the main project activities The development of an analytical portal with SpagoBI doesn t require the implementation of some J2EE services you have only to set up the analytical documents and to register them correctly in the platform The analytical documents provide the end user with the needed information in the most Suitable way SpagoBI allows to use many categories of analytical tools Report OLAP Data Mining Dashboard Visual Inquiry Maps ETL processes Customer profile n Measures an z Product Store Unit Sales Store Cost 9 Store Sales Gender F Marital Status M Carousel All Stores 841 298 30 1 500 11 Postal Code 73980 Checkout All Stores 1 779 779 12 3 767 71 Health and Hygiene All Stores 16 284 4 601 99 32 571 86 Bathroom Products lt All Stores 5 885 1 719 32 11 881 60 Name Derry Ciy Issaquah Country USA Address 7640 First Ave Education Bachelors oO 50K 70K St Sales Unit Sales St Costs
95. e VIEW AS TREE icon In the tree each SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 27 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpageB SpagoBl QuickStart ess Intellig document has an icon that represents the type and a led that represents the state blue led stands for Development yellow led stands for Test green led stands for Released red led stands for Suspended SBlAdministration Context TE ADMINISTRATION OBJECTS TREE eg 9 4 Objects Tree Ey Functionalities G Aoalyocal 4reas E 2 Static Reporting a Dimensional Analysis R a Product Analysis O02 gam Product Cost Of T s Product analysis 03 z Dashboard E ga ag Queries tn a Foodmart Gatamart AS Hew Features E a Birt Reporting me ge a Best Products Birt 2 Ho a Customer Profile Birt E a Map o boe veniceMap 9 Data Mining a e Cluster Description te aR Total Amount Dep i User Segmentation E Ta Obe Export Figure 28 Administration Objects Tree When he deletes a document from the List View he deletes all the document instances he can see while when he deletes a document from the Tree View he deletes only the selected instance The complete list of information can be seen in the Document D
96. e built data mining process into the platform a Add Template b Assign Parameters 6 Test the Analytical Document 7 Execute the Analytical Document KR WN FB SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 79 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike EGrimons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 EA SpageB the Business Intelligence Free Platform SpagoBI QuickStart 7 5 1 CREATE A DATA MINING PROCESS USING WEKA KNOWLEDGEFLOW 1 If you don t have yet Weka 3 4 you can download it from http www cs waikato ac nz ml weka 2 Unzip the downloaded file and install the program 3 Add your JDBC driver library to the classpath or simply copy it into the weka installation directory 4 Run weka 5 In order to create a simple data mining process example select KnowledgeFlow button from the Weka GUI Chooser window gt Weka cul ER Waikato Environment For Knowledge Analysis version 2 4 7 co 1999 2005 University of Waikato New Zealand TE KnowledgeF lov Figure 81 Weka GUI Chooser window 6 Choose Database Loader component from DataSource Tab and add it to the flow for the moment the SpagoBI Weka Engine supports only this kind of DataSource 7 Right click on Database Loader component and choose confi
97. e calculated fields those scripts must be contained inside the folder specified by the attribute dir of the tag QBE SCRIPT DIR in file SpagoBIQbeEngine WEB INF conf qbe xml The scripts must return an object that will be rendered through the toString method they can return a String that can be also HTML code so they can generate a link return lt a href _ gt lt a gt Scripts can be modified at runtime without restarting the server To call groovy scripts in your datamart you have to put an xml file named formula xml inside your datamart directory As an example suppose you have lt QBE MART_DIR dir tmp datamarts gt and lt QBE SCRIPT DIR dir tmp groovy gt you must have the following directories structure SpagoBIQbeEngine SS SRSGHHSSHesSseee Se tmp iets cine E aa datamarts a a aaa ara alan foodmart aaa ai datamart jar aa alee iia a eae cea aici aia oi ae ial a calc formula xml Sse eee ga ase eee groovy sai Ba as E eae eee customerInk groovy where customerInk groovy is the file containing the groovy script different datamarts can use the same script This is an example of formula xml that defines 3 calculated fields lt FORMULAS gt lt FORMULA id cField1 onEntity it foodmart Customer mode manual mappings customerld gt input1 resultingFieldName Link Detail script customer nk groovy inExport true gt lt FORMULA id cField2 SpagoBI QuickStart ver 0 9 3 July 18 2
98. e logic operator that tie the current condition and the next one Supposing that A B and C are single conditions you can compose and expression like A and B or C A typical example is when you want that the value of a date parameter D is major than a date parameter D1 and minor than a date parameter D2 date range Correlation of parameter Department E R Correlation Expression F om the value of the parameter Family AND lt starts with the value of the parameter Family m AND contains the value of the parameter Family m J a Figure 58 Conditions expression SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 47 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart At the end you have to notice that it is possible to establish cascading correlations one parameter is dependent by a father parameter which depends by a third parameter and so on if the father parameter is String type the filter will make a literal filtering if the father parameter is Number type the filter will make a numerical filtering and if the father parameter is Date type the filter will make a calendar filtering this mea
99. e the output format of the document Click on the Wew tab and add the following information e Title Choose output format e Parameters Output Type e URL Name param_output_format Notice that the Parameter is already present in the SpagoBI DEMO Moreover the Same parameter is used by many of the existing Analytical Document listed in this DEMO This is an example of how to use the same resource for different documents Furthermore notice that the URL Name refers to a predefined parameter for the Jasper Report and Birt engines 11 When this operation is completed save information by clicking on the SAVE AND RETURN icon The new parameter will be displayed in the list 12 Go back to the Development Object List by clicking on the BACK icon Now all the parameters have been correctly created and configured on the Analytical Document So you can execute it 13 Click on the EXECUTE icon corresponding to the new Report Document 14 In the new page you will have to enter a value for the Report Doc Param 15 Click on the DETAILS icon and choose one of the predefined values in the list by clicking on the corresponding SELECT icon Select HQ Information System SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 64 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit
100. e to view the result of a previous execution or to run it again This can be useful for example for a report that takes a long time to produce the output in fact you can schedule it during the night and in the morning the users can see the result without wasting time If you choose this options you need to specify the name and description of the snapshot and the history length The history length is the maximum number of document snapshot that the system maintain before overwrite the oldest one Save as document The output will be saved as a new document Office Document kind If you choose this option you need to insert the name and description of the new document and the positions into the business document tree where it will be recorded Remember that the new document will be inserted in development state Send mail the output will be sent by email as an attachment If you choose this option you need to insert the recipient mail addresses You can specify more than one mail addresses Separating them with a comma See How to configure mail service in How To document in order to see how to configure this mail service Once configured the schedule you can save it pressing the Save button in the right upper corner which will bring you back to the activity schedule list 6 3 DEVELOPER The developer s role is quite complex This section explains its functionalities In the chapter 5 you can find an example showing how the si
101. e user has at least one role with a required permission respectively for Test and Execution SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 51 of 141 creative Engineering Ingegneria Informatica S p A 2005 This work is licensed under the Creative Commons Attribution NonCommercial ShareAlike License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform For a better understanding of the Security Policy please refer to the Document gt organization and to the Security Policy paragraph The Tester can only execute a specific document by selecting it from the Functionalities Tree or from the correspondent list view EXECUTION OBJECTS LIST EJ LABEL NAME DESCRIPTION TYPE STATE N OF INSTANCES RPT_CUST_PRF_02 Customer profile Customer profile REPORT REL 1 T_EMPLOYEE Emp Position Empbyment position by rol REPORT TEST 1 RPT_EMP_STORE_02 Empbyee in store Empbyee in store REPORT REL 1 FOODMART_DATAMART Foodmart Datamart Foodmart Datamart DATAMART REL 1 T_SALES 03 Montly Saks Saks for product and city REPORT TEST 1 OLAP PROD 02 Product Analysis 02 Online analysis about product saks OLAP REL 1 OLAP PROD 03 Product analysis 03 Online analysis about product saks OLAP TEST 1 T_PROD_PRF Product detais Product profile form name REPORT TEST 1 RPT_SALES CITY_02 Saks by city Month sales for product and city REPO
102. eT 4 O O e H O x CP MRE GR Me ke 7 25 3 20 384 o 00x0 00 54 Pagina 1 2 Iyt cool Figure 109 Presentation template 7 9 4 CHANGE BOOKLET WOORKFLOW PROCESS When you exec a booklet document a new workflow process is started The process has automatic tasks and other performed by the users The automatic tasks which analyze the configuration and produce the metadata cannot be changed The user task definition can be changed added or removed based on some rules listed below For the current release the workflow process definition must be written using the jbpm syntax You can find an example SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 111 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee greative ons under the Creative Commons Attribution NonCommercial ShareAlike License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 N Spags S p a g O B l Q u i C k S t a rt ness Intelligence Free Platform workflow definition inside the booklet module binary distribution In order to develop your booklet download the file and change it The only points where you can change the workflow definition are e the swimlane definition a swimlane is a role of the workflow Each task in the process definition is assigned to a swimlane You can add or remove swimlane definitions but each one of them must have the xml structure reported
103. ececccenecceneceeeceeeecceeneceeeceeeceseeceseneseaneees 131 8 7 1 Brief OBE MNOGU OW ire nE Ir E E AEA ENEE AEEA ES 131 8 7 2 How to create database model jar file ccccccccccccccccccccccccsseessseecceeeeeeeesseseeeeeeeeaeeeseeeeeeaaaeeseeceeeesaaaaeeeeeeeeeeaas 132 E TEOS ARY a E A ne ne ee en ae ee ee 141 SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 4 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Co arnons Cc OMM License To view a copy of this license visit http creativecommons org licenses by nc sa 2 0 O NS D E ED the Business Intelligence Free Platform SpagoBI QuickStart Version Version Release n 0 6 Data Version Release December 14 2005 Update description First release Draft Version Release n Data Version Release January 31 2006 Update description Second release Draft Version Release n 08 Data Version Release April 11 2006 Update description Third release Draft Added paragraph on datamart jar creation Version Release n 0 9 Data Version Release July 20 2006 Update description Fourth release Draft Version Release n Data Version Release October 9 2006 Update description Fifth release Draft Version Release n Data Version Release January 24 2007 Update description Sixth release Draft Version Release n Data Versio
104. ect more values into the input field they are separated by a character Activity Detail Peace C C YALUE DESCRIPTION Description COo eee j ae lt a2 February 3 March Pr Parameters of the Documents 4 April E ani Best products in marth ay ETLExample 5 May O jz 6 June C n Month i 2 OE August o Top Cg September g 10 October C 12 December C Figure 35 Parameter values selection Once added all the documents and relative parameters values you can save them pressing the Save button in the right upper corner and then you will return to the activity list Once the activity is recorded it is necessary to define when it will be executed To do this you must select the Schedule List button of the relative activity list row This operation will open a new list showing all the schedules associated to the activity As for the other lists there s the possibility to insert a new schedule or to change erase the existing ones In addition for each schedule there s also a Run Now button that allows to execute the activity immediately without waiting for its scheduled time Schedules of the activity Name Description Start Date Time My Activity_schedule MyActivity schedule description Tue Jul 10 14 05 00 CEST 2007 amp page lof 1 Figure 36 Activity schedulation SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 32 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed E
105. ecuted This kind of document does no require any parameters In SpagoBI older versions than 1 9 2 the Qbe was an internal engine and the g document configuration was quite different 8 7 2 HOW TO CREATE DATABASE MODEL JAR FILE Since a database model jar is composed by a set of hibernate mapping files and relative java classes it s possible to create it manually only using java and xml editors However this operation can be too long and error prone so it s better to use some automatic tools like HibernateTools 3 1 To get the HibernateTools 3 1 working we advise to follow these steps e download eclipse 3 1 sdk It s strongly recommended to install the tools over a new and clean installation of eclipse 3 1 It s possible to download the 3 1 version from the url http download eclipse org eclipse downloads index ph e install the eclipse platform simply unzip the zipped downloaded file everywhere you want a new folder named eclipse will be created ECLIPSE HOME e download JbossIDE 1 5 final tools file which contains the hibernate tools It s possible to download it selecting the JBossIDE 1 5 ALL zip file from the link http sourceforge net project showfiles php group id 22866 amp package id 72248 8 amp release id 382687 e install the JBoss IDE tools over the eclipse platform unzip the JBossIDE 1 5 ALL zip file a new folder named eclipse will be created TOOLS HOME copy all the contents of TOOLS HOME plugins and TOOL
106. ed processing it but you can continue with your work You can see the events relevant to the process start and process end into the Events Monitor portlet see chapter 6 6 Events 18 Logout 7 6 QuERY By EXAMPLE Query By Example is a SpagoBI tool realized in order to ease the user to create simple queries through a graphical interface By clicking on the relative menu item a list of the QbE queries is displayed Foodmart Datamart Foodmart Datamart The document has no parameters applied For launch a new composition click here Saved SubBlObjects Name Description Vis ibility Gy 501 Query for customer sakes Public a Figure 82 QbE Query list On the lower side of the window the user can choose to modify an existing query by clicking on the corresponding EXECUTE icon or to create a new one by selecting the here link at the top of the window The composition process is scheduled into eight steps that will ease the user to create a new query e Select Fields to choose the select fields e Conditions to set the where conditions e Ordering to select the fields for the order by e Grouping to select the fields for the group by SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 87 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike earnons License To view a copy of this license visit ee MARAS MERA ht
107. eeeeeaeeeeeeeeeeeeaeeeeeeeeeeeaaaaeeeeeeeeeeeaaaeeseeeeeeesaaaaeeeeeeeeaas 104 Tl Delne a Map document mto SOG CODL airearen a E EEEE EER E 105 7 7 4 Parama eas COM o UTON OT tase EEEE ead cat A EERE A A 105 TS OERE DOCUMEN naois nna A T E E EA TE E E A eee ree re 107 To DOOL CET aenea pes A T E E A E T 108 7 9 1 CTO OMI OOO reoni nat etecaneetaansiuan iit divest nae ha Case swale igh Sess asa acted eee 108 7 9 2 Confieuration of the booklet templile sisersisssniesisain ii eE E E Ta ASEE E 108 7 9 3 Calea presenial ON FEMI ALG saisiko n a a A enantio 110 7 9 4 Change booklet woorkjlow DIDCESS seccsccvectns stsintsdesrecceltassinesaeteewbi saved aaa iE Esee e ni ace ai 11l 19 POC ON OF OOK T T ar aE R E auaenve ncaa E one ase ieee et 113 7 10 ETTEOTSA re 115 7 10 1 Configure Talend Open Studio TOS 21 0 sccscsscscsscisssssitersrastaneusaiastiaviani desta iaskeandaeaitenk 115 7 10 2 Deploy a job from TOS to SpagOoBITalendEngine ccccccccscccccccccccsesescceccccceeeeasesseeeeeeeeaaeeeeeseesaaeaeseseeeeeaas 116 TAOS VCC SPOUT OR OC UIC eroii ner sE AEA TNE ETIE O AE EST EEEE 116 Ld Uds PAra rs COn CUT G11 ON sete ase EEEn cok EAE ENOO ATTE O TE ONTT ETR 117 7 10 5 Context run time selection oooooeeeessssssssnnnnnnsessssssssssssssssretrrressssssssssssssettrreessssssssssssseeeerreeeessssssssseseeerreeees 119 7 11 DOCUMENTS C ROSS NAVIGATION creseron n a A R EA 120 SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 3 of 141 Engineering Ingegneri
108. eld if it is accessible or not lt FIELD name fname accessible false gt Note that if the accessible property of one table or one field is not specified it is assumed accessible by default In this way you have only to specify which tables and fields are not visible You can also specify one ore more filters on tables data For example the following filter defined on it foodmart ProductClass table lt FILTERS gt lt FILTER gt FiproductFamily Pi productrFamily lt FILTER gt lt FILTERS gt filters out all products in which productFamily field is not equal to P productFamily where P productFamily is a runtime parameter defined on the SpagoBI document detail page Filters on a table are applied on each query that use data contained in that table filter conditions are put on the query where clause but the user will not be able to see and modify them Note that since P productFamily depends on SpagoBI document parameter its actual value is controlled by SpagoBI behavioural model in other words it depends on the user execution role and or his profile attributes Last but not least the xml envelope FUNCTIONALITIES allows to disable the expert query editor This is important if you want a strong data access control since at the moment filters conditions are visible and editable in expert modality if the user were free to manually edit the query he could modify or delete them 7 MAPS A Map business objec
109. ensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart Inside one dimension you can define the access for one or more members After this considerations the description of the xml added should be more clear The first two level tags are fixed and you cannot change them Inside the GRANTED DIMENSIONS tag you can insert one or more DIMENSION tags all with the same structure DIMENSION name the name of cube dimension to filter mondrian cube dimension name DIMENSION grantSource this attribute identifies which information the platform recovers from the user profile You should not change this attribute but just to know it there s also an old but still supported modality called ProfileFunctionalities which is based only on the eXo portal security environment If you want more information about this modality take a look to the section How to configure data filtering using SpagoBlJpivotEngine of the How to document SpagoBI documentation DIMENSION RULES access the access level of the dimension none custom all DIMENSION RULES topLevel the higher boundary of the dimension level All ancestor members won t be considered Note that the level is expressed using a dot hierarchical notation E
110. ensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 7 Getting Started with SpagoBI This chapter explains using some examples the single steps allowing you to enrich the demo portal with new analytical documents by means of the SpagoBI functionalities First of all you have to install ExoTomcat and the SpagoBI DEMO How to handle the different categories of analytical documents follows This chapter is in revision phase aX 7 1 INSTALL EXO PORTAL TOMCAT AND SPAGOBI DEMO Download eXo Portal 1 1 4 Tomcat from http forge objectweb org project download php group_id 151 amp file_id 8171 Unzip the file exo portal 1 1 4 tomcat zip but do NOT run the application because this would cause the failure of the following SpagoBI installation Download SpagoBI Installer 1 9 3 from http forge objectweb org project showfiles php group_id 204 Unzip the file and launch the following file StartSpagoBlinstaller bat Windows users StartSpagoBlInstaller sh Linux users Follow the instructions to complete the installation process select to install all the engines and the examples Notice that it will be required to specify the directory where you have previously unzipped eXo Portal 1 1 4 Tomcat Once
111. ent row Every list e deleting the corresponding element row Every list SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 14 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit Ze aaa MEEN http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B l Q u i C k S t a rt the Business Intelligence Free Platform e a executing the corresponding element row Analytical Doc list only e eel Selecting all Tree management A standard view of a list and detailed page follows SbhiDevelopmentContext SBiFunctionality PREDEFINED LIST OF VALUES 3 LABEL NAME DESCRIPTION INPUT TYPE USED BY N PARAMETERS CITY_OY_01 City by Query City List of Values Managed by Query QUERY 1 x CST_NAME_QY Customer Name Customer Name by Query QUERY m CST_SURNMAME QY Customer Surname Customer Surname by Query QUERY 1 x ColumnsQuery ColumnsQuery ColumnsQuery QUERY 0 4 s DM_CLUSTERER_V a m T z A EMpros ay o1 PREDEFINED LIST OF VALUES DETAILS E 9 o FOODMART_JNDI_I 4 X GENDER FX 01 Label CST_LIST bi 4 R HIB_HSQL_DIALEC Name Custamer List LOV_MONTH ee 4 Description __ Input Type Query statement ha Wizard Query T a Connection name Foodmart Data Warehouse Query definition select distinct c customer id as id lname as la
112. ent to the DatabaseSaver component We have to add Remove component between these two component in order to filter out all the unnecessary fields Choose the Remove component from Filters Tab and add it to the process Configure it in order to filter out all the fields in input dataset except the first customer id end the last cluster Connect the Add Cluster component to the Remove component and than the Remove component to the Database Saver component 17 Save your newly generated data mining process to a file in kflm format 7 5 2 PARAMETRIZE PROCESS FLOW SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 81 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike earnons License To view a copy of this license visit Co MARAS MERA http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart It is possible to parametrize the mining process just using parameters as value of some flow component configuration properties A parameter is just a string enclosed in the special characters P and The enclosed string is the name given to the parameter All added parameters must than be associated with SpagoBI parameters when the document is inserted into the system in order to execute it Weka doesn t support parameters For this reason it isn t always possible to add a
113. ents You have to create new ones only for exceptions Isa 6 3 1 PREDEFINED LIST OF VALUE LOV From the Developer Tools view it is possible to access the list of the Predefined List of Value LOV It is described by some identifying data label name and description and by its Input Type SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 36 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform SBiDevelopmentContext SBiFunctionality PREDEFINED LIST OF VALUES H 9 LABEL NAME DESCRIPTION INPUT TYPE USED BY N PARAMETERS CITY_QY_01 City by Query City List of Values Managed by Query QUERY 1 lt CST_NAME_QY Customer Name Customer Name by Query QUERY w CST_SURNMAME QY Customer Surname Customer Surname by Query QUERY x ColumnsQuery ColumnsQuery ColumnsQuery QUERY 0 amp DM_CLUSTERER_VAL Clustering Algorithms Clustering Algorithms FIX_LOV 1 it EMPPOS_QY_01 Empbyment Position by Query Empbyment Position Tite Managed by Query QUERY 1 A ps FOODMART_JNDI_DS Foodmart_Jndi_Ds Foodmart Jndi Datasource SCRIPT 1 4 a GENDER_FX_01 Gender by Fixed Value Gender values by predefined list FIX_LOV 1 A a HIB_HSQL_DIALECT Hib_Dialect_Hs
114. eo eee ee MERR http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 16 Click on the EXECUTE icon to execute the document 17 Now it is possible to Update State by clicking on the corresponding icon at the bottom of the window Notice that when the Document Example is updated it will not be listed in the Development Object List anymore 18 Logout 7 2 9 TEST THE ANALYTICAL DOCUMENT Work in progress En 7 2 10 EXECUTE THE ANALYTICAL DOCUMENT Work in progress ET 7 3 OLAP ANALISYS This following example is designed to quick introduce new users to create a new OLAP in SpagoBI The main steps to manage a report are 1 Create a Template 2 Create Parameters a Create Lists of Value b Create Constraints 3 Register the Analytical Document the built OLAP into the platform a Add Template b Assign Parameters Test the Analytical Document Execute the Analytical Document TER 7 3 1 CREATE A TEMPLATE In order to create a proper template for an OLAP document it is only necessary to realize an XML file containing the following elements e lt olap gt root element e lt cube gt the reference attribute of this element identifies the XML file that describes the datamart cube using the Mondrian syntax SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 65 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed
115. eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform Template creation OLAP Analisys H Type parameters in the query below l select Measures Unit Sales A Measures Store Cost Measures Store Sales ON COLUMNS Product All Products ProductFamily ON ROWS from Sales y Type name and url name for each parameter inserted above Insert parameter name Insert parameter url name Defined parameters Parameter name Parameter url name ProductFamily ParProductFamily Figure 79 Parameter inserted Then you can save the new template by clicking on the Save template button filling the form with the name of the template and then clicking the Save button At last you have to configure the parameter as a document parameter supposing you have previously defined a fixed list of values with values Food Drink and Non Consumable remember that we used the SpagoBI parameter sintax and associated this lov to a parameter named Product family configure a document parameter as in the figure below Note that SpagoBI parameter url name and MDX query parameter url name must be the same DOCUMENT DETAILS g H Ee Label i Show document templates Name x ianari Functionalities Tree Description be O H4 Functionalities Type LJ amp General Management Engine Jpivot Mondrian v eC amp Ma
116. epoftt oeonnsnnnnnennesseeennnssssseeesnssssseerenosssssrerensssseeerenssssssereessssseereensse 58 V Led Create a Report template using Bitt cccccccccccsssccccccccccneseesseeceeeeaaeeeseeeeeeeeaaeeeeeeeeeeeeaaaeseeeeeeeesaaaeeeeeeeeeaaaaees 59 A Credle a Paraineler raise pes siinse innara EAE EEEE EAEE EENE ANENE EEDEN NE OO CEE AEE AE 60 Jidd Predefined List of Value LOV vassieisaclosieedenvaiasxccusierviasatenaedesinudecioieneeontteavieeetunsedesteateceiaasvertiaseeueedaasehed ee 60 7 2 6 Predefined Values COMSW GUMS cessivsissscdecsestavsaessuiasvaad Vexieeasdureeeecdaaienbuisasvand Meavseasdaeeisusionveastidsaeuatausteedieuers 62 Tulsi Nag ORCL IA ARNG L A 54 ROT REE TRO REET eee TCE AOE EE Troe STE eR ene ree eee ere ene eC mene tr eee 62 Toe Register the Analytical Document the built report into the platform ccccccccccseeecccccceeeeaeeeeeeeeeeeeaaaeees 63 SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 2 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Co arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 S pago BI Q uickStart the Business Intelligence Free Platform 7 2 9 MSE MCT VIC FOC INCI sirius E E TE E eos ease amend eae 65 ZJO FNCCUIC the ANGIVINCG DOCUMENT seccsasieeseecsta endedetonsdvatetncds E T Ge 65 Po OESP A
117. eria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike EGrimons COM MON S D E ED License To view a copy of this license visit http creativecommons org licenses by nc sa 2 0 aneB
118. ernal engine Office document Internal Engine will try to show the file inside the browser page see the example below with a pdf file in case the browser has not the plugin for the correct visualization the file will be downloaded These documents are considered static and parameters are unuseful for them SBlDesetop ment Contest Ti Ea oO Comments Test w e Ai pai a Ae nl a J oo H eat 1 z r i gt E bial ay TM i oe ie G a BE ne T z ii wel J wi Pagine i Figure 104 Office document example SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 107 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 EA SpageB the Business Intelligence Free Platform SpagoBI QuickStart 7 9 BOOKLETS A booklet is collection of report snapshots and relative text notes inserted by SpagoBI users The final product of the booklet execution is a presentation document a power point file which contains into different slides the report snapshots and notes A booklet is a kind of SpagoBI document but it is a little bit different from the others for two reasons e The template of the document is not a loaded file but it is created using a graphical interface accessible
119. ert Query Public scope The query is correct Private scope Brand Name Product Name Gross _ Weight Figure 88 QbE Save Query Once selected the Save Query tab the Qbe will try to execute both the automatically composed and the expert query and will display on the right hand side a message to indicate if each query works properly or not On the other side of the page the user can fill in the form required to save the query The user can also specify the scope of the query e Public scope the query will have the same visibility as the main Data Mart object SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 91 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 N SpageB SpagoBI QuickStart ess Intellige e Private scope the query will be visible only to the user 7 6 5 EXECUTE QUERY Query by Example D Field Selection Conditions Ordering Grouping View Query Save Query Execute Query Generate Template gt Default E Export to format PDF Execution Modality did T p x L Expert EE Create View SL 1 Brand Kame Product Name Gross Weight Best Choice Best Choice Dried Apples 6 6 Best Choice Best Choice Beef Jerky 6 17 Best Choice Best Choice Cheese Crackers 8 71 Best Choice Best Choice Buttere
120. ess Intelligence Free Platform SpagoBI QuickStart 2 References For further information about SpagoBI platform refer to the following documentation available on the project site nttp Sspagobi eng it 1 Cazzin G Ruffatti G SpagoBI Overview 2 Cazzin G SpagoBI Architectural Design 3 Zoppello A SpagoBI Installation Manual 3 Help for lecture Follows a short description of the most common views in SpagoBI 3 1 STYLISTIC CONVENTIONS LITTLE CAPITALS The LITTLE CAPITALS references to the icon in a mask The italics refers to fields of the masks lt ITALIC CAPITALS gt In lt ITALIC CAPITALS gt the logical variables are Suitable boldface In boldface the main concepts 3 2 SPECIAL SECTIONS Note Example Reference to other section gt In revision phase eX SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 6 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Co arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 4S pogsB SpagoBl QuickStart ess Intellige Future implementation To be done EZT Advice for the reading of the section SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 7 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creativ
121. etails page e Engine the name of a registered engine that has to be used to execute the Analytical Document e Criptable a flag indicating id the document is criptable e Visible a flag indicationg if the document is visible when it is in Released state e Template a file containing the model of the document to be created with an external application suitable for the specific type of the Analytical Document On the right hand side of the page in the Template Version table all templates that have been selected for this document since it was created are listed For each template this list specifies the version identifier the date when this selection occurred first and the name of the file Through this view the user will always be able to erase download or select one of the listed templates SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 28 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike EGrimons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpageB the Business Intelligence Free Platform SpagoBI QuickStart SBiSettings SBiAdministrationContext SBIDevelopmentContext SBiFunctionality SBI Adminis trationContext Oll DOCUMENT DETAILS fa Ej E p Label z Show document templates name somer o d Description 4 PUREO EN Tree Hi Report E 3
122. from the detail page of the booklet document e The execution of the booklet is not a unique request to an engine but it is a process led by a workflow engine which involves some spagobi users and automatic mechanisms in some different activities A booklet is a way to share opinion on business documents and produce different presentations of your business areas 7 9 1 CREATION OF A NEW BOOKLET Since a booklet is a particular kind of SpagoBI document you can create it in the same way as for the other document types from the list of business documents press the insert button Once entered the empty detail page of the document choose select the Booklet option as document type The system will automatically change the engine to a default internal engine and the file upload form will be replaced by a Generate Template button if you press the button before save the document it won t work Then fill the other fields and save the document DOCUMENT DETAILS fe s9 Save Label booklet label ji Show document templates Eads Name booklet name j Y Functionalities Tree Description booklet description A 5 Functionalities Type Booklet v CJ 5 Snalytical Areas Engine Booklet Internal Engine v i O New Features Criptable Q True EASE O o E A LJ booklets Visible True O False Template BA Je Figure 105 Booklet Document detail page 7 9 2 CONFIGURATION OF THE BOOKLET TEMPLATE The booklet document doens t allow y
123. gt lt FIELD name fname accessible false gt lt FIELD name l1lname accessible false gt lt FIELD name fullname accessible false gt lt FIELD name addressl accessible false gt lt FIELD name address2 accessible false gt lt FIELD name address3 accessible false gt lt FIELD name address4 accessible false gt lt FIELD name phonel accessible false gt lt FIELD name phone2 accessible false gt lt FIELDS gt lt TABLE gt lt TABLE name it foodmart Store accessible false gt lt TABLE gt lt MODALITY gt lt FUNCT LONALITIES gt SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 101 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae FEEN http creativecommons org licenses by nc sa 2 0 the Business Intelligence Free Platform SpagoBI QuickStart lt FUNCTIONALITY name expertQuery gt lt PARAMETER name editable value TRUE gt lt FUNCTIONALITY gt lt FUNCTIONALITIES gt lt QBE gt As you can see xml envelopes DATASOURCE and DATAMART are unchanged Xml envelope MODALITY is used to define the profiled view you want to have on the datamart You can specify for each table if it is accessible or not lt TABLE name it foodmart Customer accessible true gt You can also specify for each fi
124. gure option from the pop up menu 8 Set up the query parameter as follow SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 80 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed btamons under the Creative Commons Attribution NonCommercial ShareAlike License To view a copy of this license visit Zena Ae FEEN http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart SELECT FROM cust_to_dept The table cust_to_dept have an instance for each customer and a column for each store department recording the total amount of money spent by the specified customer in the last year in that department i e cust_id depl dep2 depN Others parameters in this configuration window can be ignored because the connection to the database is setted by the engine according to its configuration settings 9 Choose Database Saver component from DataSink Tab and add it to the flow for the moment the SpagoBI Weka Engine supports only this kind of DataSink 10 Right click on Database Saver component and choose configure option from the pop up menu 11 Set up the Table Name parameter as follow cust_to_dept_clustered This table is used to store the outcomes of the mining process It associates each customer to a cluster i e cust_id cluster Others parameters in this configuration window can be ignored because the connection to the
125. h Save and go back to the Development Object List by clicking on the SAVE AND RETURN icon Now that all the parameters have been correctly created and configured on the Analytical Document you can execute it Click on the icon EXECUTE which corresponds to the new OLAP Document In the new page you will be required to enter a value for the OLAP Doc Param Select Food from the combo box Click on the EXECUTE icon to execute the document Now it is possible to Update State by clicking on the corresponding icon at the bottom of the window Notice that once updated the OLAP Document will not be listed in the Development Object List anymore Logout SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 70 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpageB iness Intellige SpagoBI QuickStart 7 3 7 TEST THE ANALYTICAL DOCUMENT Work in progress En 7 3 8 EXECUTE THE ANALYTICAL DOCUMENT Work in progress En 7 3 9 DYNAMIC TEMPLATE CREATION Since SpagoBI version 1 9 2 it is possible to build the template of an OLAP document dynamically in alternative of what you read in chapter 7 3 1 Let s see an example Configure a new document DOCUMENT DETAILS 5i ap Label i Show
126. he spagobidey group a spagobi share the spagobi share group a fspagobi test the spagobi test group a spagobi user the spagobifuser group a spagobi pippo pippo y f page lofi Eb The value of the column MAME starts with Filter All Figure 13 Roles list The administrator can e erase an existing role if that role is not used by any functionality or parameter use e synchronize SpagoBI s roles with portal s roles by clicking on the green two arrows button in the Roles List page The roles list will be reloaded according to the roles erasing or synchronization 6 1 3 IMPORT EXPORT The import export feature allows you to export one or more business objects from a SpagoBI platform and to import them into a different SpagoBI installation There can be many different reasons for an export operation but some typical cases can be backups upgrade to a new platform version and deploy of business documents from a development environment to a production environment It s possible to access to the import export feature from the SpagoBI configuration tools settings portlet selecting the Import Export link Once entered into the Import Export section you can see the main page with the export form on the left side and the import one on the right side SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 19 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Cre
127. he current parameter For each parameter use there s also a check that allows to activate or deactivate the dependency Considering the example dependency of the state parameter from the continent one we can Suppose that the state parameter has two parameter uses one that return the list of all the states in the world and the other that returns the list of Europe and Asia states Both the result lists contain a columns is_in_continent which contains the continent to which the state belongs In this case to insert the dependency you should configure that for both parameter use of the state parameter the column is_in_continent is related to the father parameter continent using the filter operator equal Once configured the dependency you can press the Save button then the pop up will be closed and a new row will be shown into the correlation expression list Correlation of parameter Department E w Correlation Expression the value of the parameter Family Figure 57 New corr R esssssesssesssesss elation defined You can add more than one row into the correlation expression list repeating the process described above In that case you have to compose the final expression linking the single conditions using logical operators and brackets Each row in fact has buttons useful to insert remove brackets before or after the condition and a select field to choose th
128. he level It s possible to configure a legend of the map which is based on the level definition You can configure it filling the attributes of the tags legend an title which allow you to set the x y position the dimensions the style and title of the legend 7 7 3 DEFINE A MAP DOCUMENT INTO SPAGOBI In order to configure a map document into SpagoBI you need to be sure that you have a engine pointing to the SpagoBI Geo Engine define a new business object of type Map Setting into the new document the geo engine load the template map file as a template for the map document be sure that the Adobe Svg viewer plugin is installed on your browser If your geo engine is well configured you can exec the document and you get a svg map 7 4 PARAMETERS CONFIGURATION As the other kind of business documents also the Map can be parametric To add a parameter to a Map document you need to change the query defined into the template and to configure the parameter into the map SpagoBI document detail page Supposing that you want to add a parameter product to your map document the first thing to do is to change the query contained into the template file DATAMART_PROVIDER query attribute adding the expression productParameter everywhere you want SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 105 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution N
129. hecked elements O Figure 61 Links list In this page there is also the possibility to see only the checked documents by clicking on the checkbox below Data mining model or ETL process presentation report document A data mining model or an ETL process in SpagoBI are actually asynchronous processes that produce some results The presentation of the results is delegated to another report document one or more that must be executed only when the process is completed The result presentation report must be configured as a link on the document configuration page The user has to click on the Links button and then check the report document 6 3 7 DOCUMENTS VISIBILITY Checking visible properties into the document detail page Figure 62 Document visibility field to false make the document not visible in the object tree view when the document itself passes from the develop state to the test or released state This option is useful when a document is used always as a building block in the definition of more complex documents and it has no sense to show it by its own i e Subreport Labe Nome Type Report bd Engine Jasper Report Rel bd Criptable True False True False Template Sfoglia Figure 62 Document visibility field SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 50 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attributio
130. i F Middle Management HQ Finance and Graduate 5 000 Degree De Carlo Lauretta F wiiddle Wanagement HO Finance and High School 6 500 Lozada Concepcion F hdiddle Management HO Finance and Partial College 5 000 Osborn Audrey F Middle Management H Finance and Bachelors S000 Sims Rose F biiddle h anagement HQ Finance and High School 6 600 Staton Ernest ha bliiddle MKlanagement HQ Finance and Graduate 6 500 Degree Williams biarn F Wliddle bianagement HQ Finance and Partial College 200 Figure 69 Notes editor SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 55 of 141 creative Engineering Ingegneria Informatica S p A 2005 This work is licensed under the Creative Commons Attribution NonCommercial ShareAlike License To view a copy of this license visit http creativecommons org licenses by nc sa 2 0 commons COM MON S D E ED X SpagoB s Intelligence Free Platform SpagoBI QuickStart the Business 6 6 EVENTS In SpagoBI an event is the registration of an action that is performed by a user an event is correlated to some portal roles with a logic that depends on the type of action and it is notified to all the users having at least one of those roles The images below show a list of events and an event detail At the time being only SpagoBIWekaEngine the engine for data mining processes integrating Weka and SpagoBITalendEngine the engine for ETL processes can register events the engine registers
131. ical document details new document Multiple selection of the parent folder is allowed eT When the developer sees an existing document and selects the DETAILS icon additional elements will be displayed e Detailed information Top left side already explained data they are the same view of the document creation phase e Version template list Top right side chicking on Show document templates every time the developer uploads a new template it will be set as the current template and will be added to this list specifying the version identifier the date when this selection occurred first and the file name By means of this view the user will always be able to erase download or select one of the listed templates e Functionalities tree Top right side chicking on Show functionalities tree the functionalities tree where functionalities containing the current document are checked All the functionalities on which the user has the development permission can be checked and unchecked e Parameters tabs bottom side there is one tab for each parameter associated to the Analytical document An additional tab New creating a new association is provided In every parameter tab for Document Parameter Details the user is required to fill in the following information e Title Document Parameter name e Parameter clicking on the PARAMETERS LIST icon a lookup page for the available parameters list will be displayed e URL Name
132. ieee CPOE GPE T A EE N E E sean dauaaenceaon E E I 82 7 5 4 Predefined List OF Vatne LOV arrira E A EEN EER N ENEE 82 7 5 5 Predefined Values ConsirainiSsissiriiieiiciipdisa eiei aiaiai iiiad iiia inina iis i 84 7 5 0 Parameters Management ssavessicassesvicarnveuianinesediine eatin a GaN iiinis inis 54 7 5 7 Register the Analytical Document the built Data Mining Flow into the platform cccccccceeeecccccceeeeeeees 85 To A Ye N aa REE E E OE 87 7 6 1 T O E E E adanasensedesiteaadeseete 5S 7 6 2 PAC eee RPC Ree TCC TTT CMT EETeMeeerrenre Ter ErreT Cr eremre errr aretrtte nr eT ere errr tere ert rarer ere er rrecerre rier crreercrr yr 89 7 6 3 VON OIN e E E E TE OO E dacasauer duacavecdeanceecesasaaeceuexvoneuacastudueccuece 90 7 6 4 DOV a EEE EE E EE EA E E E E E A A E 9 7 6 5 TER CCUG GI Y EEEE OE IEA E E O E E E 92 7 6 6 Generate 1 UUE eiss r e EEE EE EE EE 92 7 6 7 L IN aea E E AE EE EET NEA EE EE EE EE 93 7 6 8 OPIS E tec waeeainciten E E EE E E E E E E 95 7 6 9 Calculated TT Soasi ii EEE E E E E E E E easeentd 96 7 6 10 Document Template and Profiled data ccccccccccccsseeccccccccece ne eeeeeceeeeee ae eeeeeeeeeeeaaeeeeeeeeeeesaaaaeeeeeeeeseaaaaseeeess 101 Ts RR E T EE AE N I E E E E ET A E AE E E A N 102 7 71 How to get a geography svg map cccccssseccccccccccneecccccceeeeeseesseeeeeeeeeesesseeeeeeeeeeaaeeeeeeeeeaaaeeeeeceeeesuaaeseeeeeeeeaeaas 104 VAA Write a map template file ccccccccccccccssesececccceeeneseeseee
133. iled information in order to modify them SBiIDevelopmentContext Ho CONSTRAINT DETAILS D 9 Lane mos o oe pana OOO Description 2 decimals places Check type Decimal bd ma E Figure 47 Constraint Details Every constraint is identified by a unique label a name and a brief and optional description In addition to some identification data label name and description it is possible to configure some different control typologies date date format control regexp control through regular expressions min length minimum number of characters for the inserted values range to control a value included into two limits decimal decimal digits control max length maximum number of characters for the inserted values The developer can select a Check Type from the list and filling in the required values Each constraint can have just one Check Type SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 40 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform 6 3 3 PARAMETERS MANAGEMENT SpagoBI handles the parameters in term of autonomous entities each one with its own behaviour based on users roles So it is possible t
134. ime from a parameter This parameter must have url name context and its suitable value are the names of the job contexts For example suppose the job has two contexts Development and Production those are suitable parameter values If the context parameter is not defined the default context is considered SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 119 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 the Business Intelligence Free Platform SpagoBI QuickStart 7 11 DOCUMENTS Cross NAVIGATION Since SpagoBI 1 9 3 documents can be designed in order to permit you to click on their result thus going to another document execution with dynamic parameters transfer and control this is documents cross navigation As an example of documents cross navigation suppose that a report shows the best 5 products sales this is the source document then you could click on a product and see a map this is the target document that shows you the geographical sales distribution for that product than you could go back to the report and click on another product to see its geographical sales distribution an so on Source and target document are SpagoBI documents with their own parameters Target
135. ion NonCommercial ShareAlike EGrimons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform SBiSettings SBlAdministrationContext SBiDevelopmentContext SB8lFunctionality SBliAdministrationContext nE FUNCTIONALITY DETAILS BH Label Static Reporting Name Static Reporting 5 Description Static Reporting Roles Development Test Execution spagobi spagobi root group 3 cE S 7 A E X spagobi admin spagobi administrators iv spagobi dev spagobi developers iv w E EE X i x spagobi test spagobi testers a a a a ie A cE X spagobi user spagobi users Figure 25 Functionality details Each folder is characterized by a name a unique code and a optional brief description The list of the Ro es allows the administrator to choose for the selected functionality whether to assign or remove the permissions required for the development test or execution phase for each role For instance checking the Development and the Test boxes of the SpagoBI developers group all users belonging to that group will only be able to develop and test documents contained into the selected functionality but not to execute them when they are in Released state When we add or modify a functionality all permissions that we can add or remove to each role follow a well
136. ion in the engine configuration file see engine configuration Then click on Test before save button and confirm e Visible Columns value e Value Column value e Description Column value 4 Once completed the data entry click on the Save icon and exit to the Predefined List of Values page 5 Now click again on the INSERT icon to create a second LOV 6 In the Predefined List of Values Details page fill in the following information Label DM_CLUSTERER_VAL Name Clustering Algorithms Description Clustering Algorithms Input Type Fixed list of values Then in the Wizard Fix Lov add the following pairs e Description Simple K Means Value weka clusterers SimpleKMeans click on the ADD icon e Description Farthest First Value weka clusterers FarthestFirst Notice that usually Name is the field that allows the comprehension of the Value field Then click on Test before save button and confirm e Visible Columns DESCRIPTION e Value Column VALUE e Description Column DESCRIPTION 7 When the data entry is completed click on the Save icon saving the information and exit to the Developer Tools page SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 83 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit ee MARAS MERA http creativecommons org licenses by
137. irst only one field is allowed in the selection clause This should be the field holding the value or values you want to check against in the selected where clause of the parent query Second in the where clauses of a subquery you can reference field appearing in the parent clause through the join with parent button situated on the right side of each where clause Query by Example gt 2 Subquery on where _1184692623322 seis setection conctions Ordering Grouping View uery Save usy Execute Guery GarerateTergisie Save Subquey foodmart H Customer Gg Product Class E Store Lal e Store Identifier Store Tyepe Region Identifier mStore Name Store Number fg Store Address fg Store City gm Store State Store Postal Code i Store G Y E eetas av 4 Store Starts with Name Figure 93 Join with parent button When you make a reference to fields appearing in the parent query it is not possible to execute export or save the subquery separated from his parent query Once you have finished to define the subquery you can save the subquery clicking on the Save Subquery button SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 94 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed G creative under the Creative Commons Attribution NonCommercial Sha
138. is necessary to copy the file hsgidb1_8_O_2 jar that can be found in the common lib directory of Exo Tomcat in the lib directory of iReport Furthermore delete older hsq db 1 7 1 jar library 4 Now it s possible to run iReport 5 In order to create a simple report example select New Document from the File menu Type SpagoBL_Example as Report name and click on OK From the Datasource menu select Connection Datasources Click on New and fill in the following information e Name SpagoBI_foodmart e JDBC Driver org hsgldb jdbcDriver e JDBC URL jdbc hsgldb hsql localhost 9002 foodmart e Username sa Note that HSQLDB server must be running on port 9002 this happen if you installed g demo examples chapter 7 1 without modifying default HSQLDB port Select Save 6 Open the Report query window from the Datasource menu and in the Report SQL query text field enter the following example query select FIRST_NAME LAST_NAME from EMPLOYEE e POSITION p where p POSITION_ID e POSITION_ID and p POSITION_TITLE P EmployeePosition This simple query will visualize the First Name and the Last Name of every employee whose position title is equal to the value of the parameter EmployeePosition SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 58 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike earnons _ License
139. ither to insert an exported connection nor to have some imported list of values connecting to a connection that doesn t exist Once complete the connection mapping you can select the next button the right arrows which will complete the import operation During this latest phase the system checks if some exported objects conflicts with existing objects for example if they have the same label or the same path In case some conflicts are found the system shows a complete list of all the conflicts The user has the possibility to stop the import in order to resolve the conflicts and perform again the export operation or continue pressing the next button If the user continues the system doesn t import the metadata which causes the conflict but replace it with the existing one List of values Pe Exported list of values List of values defined into the portal in use The system has found that some exported metadata conflict Exported metadata with the same unique identifier of the existing portal metadata cannot be inserted You can stop the import procecure and change the metadata identifiers which cause the conflict If you continue the system will not Insert exported metadata that causes FOODMART JNDI DS FOODMART JNDI_DS Foodmart Indi Datasource Foodmart_Jndi_Os Foodmart Jndi Datasource HIB_HSQL_DIALECT HIB HSQL_DIALECT Hibennate Hsqidb Dialect Hib_Dialect_Hsql Hibennate Hsqldb Dialect Functionalities Exported functio
140. ject File Edit view Window Help wR 2 eas sy Repository 23 Navigator we 7 6 A Job MyJob l Business Models i Palette gt h Job Designs l l l l l l l l l Select fa Aa MyJob 0 1 note yy Contexts i i i Business Code 5 ga Data qualit a Metadata i a 3 sini B Documentation Databases E Recycle bin eS ELT gt File tMsqBox 1 Internet _ Log amp error gt Misc tContextLoad w Designer Code Properties PerlDoc RegExp HAY ContextsiJob MyJob X Tasks Run job Problems Job MyJob Modules Scheduler Context Type Built In E Default Context Default Default oO Outline 3 Code Viewer Bis _ Ask For Confirmation Parameters t MsqBox_i Context Remove Prompt Name Prompt Message Type Default Comment message Message String Hello World Figure 118 Context parameter definition in Talend Open Studio Then you have to make a reference to this parameter on message property of the tMsgBox component SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 117 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpageB the Business Intelligence Free Platform SpagoBI Quic
141. k S t a rt the Business Intelligence Free Platform SpagoBI platform two different parameters are separated and indipendent entities and for this reason they can be reused more times for different business documents However sometimes into the context of a document two different parameters can be correlated this means that the collection of the possible values of one parameter the dependent will be restricted by the platform based on the value of the other parameter the father As an example consider two geographical parameters continent and state if you associate both to a business document probably you want that if a user choose a continent then the state parameter shows only the states of the continent selected For this reason the correlation between parameters must be configured for each business document which need it so for each parameter tab into the biobject detail page there s a bottom which allows to enter into the dependendy configuration Family Department News DOCUMENT PARAMETER DETAILS Title Pirameter ES Url Name i Priority l Figure 54 Document parameter details Correlation of parameter Department E Y Correlation Expression No correlations setted Figure 55 Parameter correlation page A parameter can depend from one or more parameters of the same business document Each dependency is expressed by a condition which is a part of the Correlation Expression This e
142. kStart Talend Open Studio 2 1 0 M1_13483 a b com MyProject File Edit View Window Help Q ib ead OO 100 sy Repository 2 Navigator SARETI ys Job MyJob X l Business Models j amp Job Designs Ay MyJob 0 1 a Contexts Code H g Metadata B Documentation H Recycle bin N Select note Business gt Data quality Databases SELT u y i f f File tMsgBox 1 E Internet _ Log amp error gt Misc tContextLoad Designer Code EJ Properties 53 PerlDoc RegExp Contexts Job MyJob Tasks Run Job MyJob Problems Job MyJob Modules Scheduler SS imi Mairi tMsgBox_1 Properties view Title Talend Open Studio BE Outline 3 Code Viewer E So Rocanennone Buttons OK v S tMsgBox_i Icon Icon Information Error Message ERROR_MESSAGE After i Message String Stringjcontext getProperty message Figure 119 Context parameter reference Then deploy on SpagoBI overwrite the previous job and remember to control the jar file structure On SpagoBI platform 1 Enter the Parameter List page by selecting Parameters Management from the Developer Tools page 2 Click on the INSERT icon and open the Parameter Details page Insert the following information e Label FREE_MESSAGE Name Free message Description Type String Functional no don t check it Click on the SAVE icon and then a new empty Parameter Use Mode Details sectio
143. l be filled manually by the user e Roles Association list of the roles associated to this Use Mode A role cannot be associated to more than one Use Mode anyway a role may not be associated to any Parameter Use Mode In the second case a user having just that role will not be able to execute a document using this Parameter e Predefined Values Contraints it is possible to assign zero one or more constraints selecting them from the list of available constraints Multi values parameters are useful only using SpagoBlJasperReportEngine see Report all other engines will consider only the first value SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 42 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed E creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpageB SpagoBI QuickStart ess Intellige 6 3 4 DOCUMENT CONFIGURATION The user simply by clicking on Documents Configuration from the Developer Tools page can display the Development Object List This page catalogues all the Analytical Documents with a Development state or with a Released state They have to be contained in a folder for which the user has a role authorized respectively for Development and for Execution Please notice that every new document will have the Development state For a better g
144. le Name Albright Anna Gender M Marital Status M City Fremont Postal Code 66160 Country USA Address 5927 Mt Hood Circle Education High School Occupation Skilled Manual Income 30K 50K Month StSales Unit Sales St Ccsts Month ol Saes Uni Saks St Costs Marh 21 76 10 5 a4 September 16 06 5 5 64 April 3 76 i 1 66 October G22 3 3 25 May 5315 29 1433 December 68 96 29 17 16 duna 18 34 8 5 00 Ju by 18 23 8 rq August 39 53 22 13 62 Figure 68 Final execution SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 53 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart Now the test user can update the document state to Released if all the required tests worked correctly otherwise to Development Moreover he can click on the BACK icon in order to execute a different test using a different role The end user staff_gen staff_gen is an user example works with the Analytical Portal made by the Business Intelligence designer and developer The on line demo is an example of an analytical portal whose purpose is to let you see the basic elements for the building of your analytical portal For example from the menu of the Demo portal you can
145. lish italian labels will be named label_en properties label_it properties Qbe will automatically choose the correct file based on the portal or browser language in case there isn t a suitable file it will use the default one To create the jar file first compile the project selecting the Projects clean menu Figure 143 Compile project cma Run Window Help Build Working Set y Build Automatically Generate Javadoc vee Figure 143 Compile project SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 139 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike EGrimons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpageB the Business Intelligence Free Platform SpagoBI QuickStart and then export the project as a jar file Into the export window properties select the src folder of the project give a destination for the produced jar and then press the next button next button another time and finish button at the end Figure 144 Export jar file 2 eem iy amp JAR Export ON f JAR Package Specification Define which resources to package into which JAR ew Go Into Open in New Window Copy eo Select the resources to export Bey ast i l lice DatamartJar O X classpath I Delete E Mie HE l L Xi
146. ll literally substitute the parameter declaration before query execution The example above could be lt xml version 1 0 encoding UTF 8 standalone yes gt lt olap gt lt cube reference WEB INF queries FoodMart xml gt lt MDXquery gt select Measures Unit Sales Measures Store Cost Measures Store Sales on columns ProductMember ON rows from Sales where Time 1997 lt parameter name prdCd as ProductMember gt lt MDXquery gt lt olap gt Using the SpagoBI sintax you can insert more than one parameter in the same dimension in a very easy way example Time year month 7 3 2 CREATE PARAMETERS SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 66 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 EA SpageB the Business Intelligence Free Platform SpagoBI QuickStart Connect to the home page of SpagoBI demo portal http localhost 8080 sbiportal and log on using bidev both as username and password This user is a Developer for the SpagoBI Demo and therefore you will access the Developer Tools page To create a new Parameter the following steps are required 1 Predefined List of Value LOV 2 Predefined Values Constraints
147. loper Tools page 7 3 5 PARAMETERS MANAGEMENT When the required LOV and constraints are created a new Parameter can be created too 1 Enter the Parameter List page by selecting Parameters Management from the Developer Tools page 2 Click on the INSERT icon and open the Parameter Details page 3 Insert the following information Label OLAP Parameter Name OLAP Parameter Description Type String Functional yes check it SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 68 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 4 Click on the SAVE icon An empty Parameter Use Mode Details section will be displayed Enter the following information e Label OLAP Use Mode 1 e Name OLAP Use Mode 1 e Description e Presentation ComboBox In the Role Association table select spagobi admin and spagobi dev The Administrator or the Developer executing a document associated to this parameter will use this specific Use Mode Then select OLAP LOV FIX_LOV 1 from the lookup page listing all Predefined List of Values From the Predefined Values Constraints table don t select any constraints 5 Now click on
148. lumns POSITION_TITLE e Value Column POSITION_TITLE e Description Column POSITION_TITLE 4 Once completed the data entry click on the Save icon saving the information and exit to the Predefined List of Values page 5 Now click again on the INSERT icon to create a second LOV 6 In the Predefined List of Values Details page fill in the following information Label Report LOV FIX_LOV Name Report LOV FIX_LOV Description Input Type Fixed list of values Then in the Wizard Fix Lov add the following pairs e Value HQ Information System Description HQ Information System click on the ADD icon e Value HQ Marketing Description HQ Marketing click on the ADD icon e Value HQ Human Resources Description HQ Human Resources click on the ADD icon e Value HQ Finance and Accounting Description HQ Finance and Accounting click on the ADD icon Notice that usually Description is the field that allows the comprehension of the Value field Then click on Test before save button and confirm e Visible Columns DESCRIPTION e Value Column VALUE e Description Column DESCRIPTION SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 61 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit SA MAD abate http creativecommons org licenses by nc sa 2 0 er
149. mensions and measures to be displayed COI bet wor J Measures Product 2 Unit Sales gt Store Cast s store Sales 4Drink 24 597 4 505 ag 49 936 21 Figure 75 Cube navigation Then you can save the template without parameters click on the save template button and fill the form with the template name then click on the Save button COPE o Save template ee SS Template name Brave Cancel Measures Product gt Unit Sales p Store Cost Store sales Drink 24 597 4 505 83 a3 48 936 36 21 Figure 76 Saving template without parameters If you want to insert also one or more parameter click on the Add parameters button you will see the MDX query you have obtained using the cube navigator SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 72 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike EGrimons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpageB the Business Intelligence Free Platform Template creation OLAP Analisys 2 Hl Type parameters in the query below select
150. mentContest DOCUMENT DETAILS Labe uane Type Report Engine Jasper Report Rel Criptable Tue False Visible Tue False Template a Sfoglia Geo Show document templates W Functionalities Tree Eby Funetionalities g Analytical Areas H a CJ Static Reporting lie C Dimensional Analysis z E C Dashboard e J Queries aT _ New Features Figure 60 Links configuration button SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 49 of 141 greative Engineering Ingegneria Informatica S p A 2005 This work is licensed under the Creative Commons Attribution NonCommercial ShareAlike License To view a copy of this license visit http creativecommons org licenses by nc sa 2 0 commons COM MON S D E ED X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform SBiDevelopment Context es oll Check List HES Labe Name Description RPT_PROD_PRF_02 Product profile 02 Product details about sales and data ual RPT_SALES_CITY_FXxX Product subcategory sales Product subcategory sales C ProdProfic Products profitability iF RPT_SALES_CITY_02 Sales by city Month sales for product and city E SALES X CITY Sales by city 01 Product sales for city Cl RPT_EMPPOS_FxX Single Employee Single Employee C StorePerfTrendLines Store Performance Trend Lines F StoreEffSmall Stores efficency C StoreEff Stores efficiency F SubReport SubReport SubReport vi lt a page 3 of 4 View only c
151. mmons org licenses by nc sa 2 0 the Business Intelligence Free Platform SpagoBI QuickStart expert and you want to personalize the code it obviously possible to edit each file and make the changes By default the qbe tools will show the objects into the graphical interface using the native names of the database table adding to it the complete package name of the hibernate classes This behaviour can be changed adding to the source directory a label properties file This file must contain a set of association between the native object name and the label to show into the graphical interface An example of this file is listed below class it foodmart Promotion Promotion class it foodmart Store Store class it foodmart Product Product field customerId Customer Identifier field accountNum Account Number field lname Surname The part on the left side of the equal sign is the complete name of the hibernate object with a prefix class for the tables and field for table fields The QBE tool will use the right part of each row as a graphical label for the correspondent object The file label properties is the default one and if you need to define your labels in only one language it s enough but if you want to translate each label in different languages you have to define one properties file for each language Each file must be named with the following rule label_ lt lt ISO country code gt gt properties So the files for eng
152. mpleted his own phase a Developer can update the document state to Test while a Tester referring to test results can change it to Development or to Released The administrator is the only one who can modify a document state without any constraints allowing extraordinary maintenance of the documents Notice that the simple user cannot modify the document state Finally it is important to observe that in order to develop test or execute a particular document it is necessary to have specific rights which can only be assigned by the administrator For a better understanding of the Security Policy please refer to next paragraph 8 3 USER ROLES Every user is characterized by one or more functional roles SpagoBI manages users by their functional roles in order to regulate e the analytical documents visibility e the visibility of the data shown by documents e the behaviour rules of their parameters and the filters 8 4 DOCUMENT ORGANIZATION AND SECURITY POLICY SpagoBI sorts documents in a Functionalities Tree which is a File System that can be modified only by an administrator user SHlSsittings SHlAdministrationContext SHlDevelopmentContext SBlFune tonality SElAdministrationContext FUNCTIONALITIES TREE W Functionalities Tree Ay Functionalities 3 Analytical Areas a Static Reporting smi Dimensiot Perret ere eee pe nzart E Dashboard t Detail ief J Queries Erase AAS New Features ig Bir
153. n NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae FEEN http creativecommons org licenses by nc sa 2 0 N SpageB SpagoBl QuickStart yess Intellige 6 4 TESTER The tester bitest bitest user main tasks are e validating the produced Analytical Document to simulate all its predefined roles e updating the Document state to release the documents that becomes available for the end user SBlFunetionslity f ka FI Cl EXECUTION OBJECTS TREE View only documents in test state L W Objects Tree ee lt j Functionalities Eh 3 Analytical Areas G ra Static Reporting opey e Customer Profile 01 an e Customer profile e Emp Position a Employee in store kei ap s Montly Sales Ei ga Product details ee ag Sales by city a he s Single Customer gh o Single Customer profile Ely Dimensional Analysis Product Analysis 02 agi Product analysis 03 2g Dashboard oe c Queries E o H o Foodmart Datamart H New Features Figure 63 Tester s documents tree This type of user must verify the formal correctness of the registered documents and check if the documents in a test state works correctly and if they fulfil the requirements By means of the functional tree view this page lists all documents having Test or Released as current state a document in Test state has a yellow led a document in Released state has a green led They belong to a folder for which th
154. n Release July 18 2007 Update description Seventh release Draft 1 Document Goal The document aim is to introduce the reader to the SpagoBI concepts by means of a full example based on the SpagoBI demo distribution The demo is freely downloading from the ObjectWeb forge http forge objectweb org project showfiles php group id 204 The document includes the following main chapters e Conceptual overview Introduction of the core concepts of the SpagoBI free open source platform e Functionality overview An explanation of the SpagoBI portlets and of the main tasks of the various users typologies considering the SpagoBI demo as an example e Getting started with SpagoBI How to build step by step an analytic application by means of the case study available in the SpagoBI demo distribution Starting from the development of a template you are introduced to the document parametrization and configuration following a logical path The chapter uses simple examples to explain the SpagoBI main concepts e In more depth How to build an analytical portal in more detail SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 5 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Orimons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 the Busin
155. n will be displayed on the bottom part of the page Enter the following information e Label DEFAULT e Name Default Modality e Description Default Modality e Manul Input select this modality SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 118 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit COM MON S D E ED http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart In the Role Association table select all roles in order to associate this Use Mode to all users of the system during document execution 3 Click on the Save AND RETURN icon to go back to the Parameter List 4 Enter the document previously defined detail page and define a new parameter e Title Message e Parameter from the lookup list select the FREE_MESSAGE parameter e URL Name message Note that parameter url name is equal to the job context parameter name 5 Execute the document a form will ask you the value of the Message parameter you can edit a free message that will be displayed by the message box 7 10 5 CONTEXT RUN TIME SELECTION A Job defined with Talend Open Studio could have one or more contexts You can configure the ETL document in order to retrieve the name of the context to be used at run t
156. nalities Functionalities defined into the portal in use the conflict but will use the existing one Queries Queries Queries Queries Queries Queries Functionalities Analytical Areas Quer Functionalities Analytical Areas Quer Figure 21 Import conflicts Once finished the import phase the user is redirected to the import export main page When displayed after an import operation the main page contains a Download log file link which allows to download a log file containing all the operation performed by the system SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 23 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 the Business Intelligence Free Platform SpagoBI QuickStart Import g Export file ofoglia Operation Complete Download Log File Figure 22 Import operation complete Besides when you import documents into a SpagoBI installation that is newer than the source installation example the source installation is SpagoBI 1 9 1 and the target installation is SpagoBI 1 9 3 there might be some operations that the procedure is not able to automatically perform when those operations are required a manual task is defined A manual task is a collection of steps that the u
157. nd com download php and create a new Java project MyProject Then Select Preference from menu Windows Explode Talend node from the preference windows left part Select SpagoBI Servers subnode Click on button New to add a new connection to a SpagoBlTalendEngine instance Set properly all the connection parameters in particular e Host the host where SpagoBlITalendEngine is installed Port the port the server with SpagoBITalendEngine installed is listening to Login spagobi Password spagobi Application Context SpagoBITalendEngine web application context name U1 BR WN Talend Open Studio 2 1 0 M1_r34B3 a b com MyProject te Business Models E A Job Designs Preferences re ty Contexts J Code type filter text SpagoBi Server Metadata Documentation General l Connectivity Help Engine name Short description Host Install Update SpagoBlTalendEngine SpagoBlTalendEngine localhost Java Remove SpagoBI server S Recycle bin Model Yalidation Perl EPIC Run Debug Talend Code Viewer colors Components Designer SpagoBi Server E Stats amp Logs Status Team OD el el LL EL EL EL I B Outline 3 Code Vi An outline is not available Restore Defaults Apply Figure 116 SpagoBITalendEngine configuration on Talend Open Studio SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 115 of 141 Engineering Ingegneria Informatica S p A 2
158. ne the dimension won t be available to the olap document custom only some members of the dimension will be available all complete access to the dimension Only if you decide to apply the custom access you have to configure the dimension members access To do this you need to consider that dimensions are structured as hierarchy of levels For this reason a member is expressed using a hierarchical dot name A member hierarchical name identifies the member itself and all its children Inside the name of the member you can place an expression like region This expression means that you want to replace it with the value of the user profile attribute region Example if the user has a profile attribute region with value North West and member name is Region All Regions region the final and real member that will be used is Region All Regions North West Each member can have two level access none the member and all its children won t be available all the member its ancestors and its children will be available Remember that if you configure the access to the members all the members not defined won t be available In addition there s the possibility to define the lower and higher level boundaries for the dimension members In that case only the members inside the boundaries will be considered SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 75 of 141 Engineering Ingegneria Informatica S p A 2005 This work is lic
159. ngle functionalities work together for the right environment settings SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 35 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike O earnons i EIN License To view a copy of this license visit Co MARAS MERA http creativecommons org licenses by nc sa 2 0 the Business Intelligence Free Platform SpagoBI QuickStart The developer bidev bidev user main tasks are e to define the possible presentation and the preloading way LOV list of values for the parameters e to define the validation rules CHECK for the input value e to create the parameters PARAMETER and to set up their behaviour rules associating LOV and CHECK to the user s roles e to register and to configure analytical documents referring to the used parameters SBiDevelopmentContext SBiFunctionality SBiDevelopmentContext Ti ED a DEVELOPER TOOLS Predefined List of Values Parameters Management i Predefined Values Constraints Documents Configuration Figure 40 Development portlet Notice that the developer manages the executive configuration of the platform and only a few structural configuration Is Notice that at the start up you have to create many LOV CHECK and PARAMETER but when the system runs regularly you have to associate just the parameters already created to the new docum
160. nly necessary to realize an XML file containing the movie configuration create an XML with the following content lt xml version 1 0 encoding UTF 8 standalone yes gt lt DASHBOARD movie dashboards rot Izx swf displayTitleBar true gt lt DIMENSION width 240 height 150 gt lt CONF gt lt PARAMETER name minValue value 0 gt lt PARAMETER name maxValue value 200 gt lt PARAMETER name lowValue value 50 gt lt PARAMETER name highValue value 120 gt lt CONF gt lt DATA url DashboardService gt lt PARAMETER name dataname value DASHBOARD SCRIPT gt lt DATA gt lt DASHBOARD gt Save the file as DASH _EXAMPLE xml Notice the following the movie attribute of the DASHBOARD tag refers to the SWF g file in SpagoBI context DIMENSION and CONF tags refers to the movie configuration DATA tag defines the Servlet and the List of Value for the movie values feeding 7 4 3 REGISTER THE ANALYTICAL DOCUMENT THE BUILT DASHBOARD INTO THE PLATFORM 1 From the Developer Tools page select the Documents Configuration in order to display the Development Object List 2 Select the icon to create a new Analytical Document 3 In new Document Details page you will be required to fill in the following information Label DASHBOARD Document Name DASHBOARD Document Description Type Dashboard Template click on the browse button to select the template created in the previews paragr
161. ns that the column to be filtered is assumed to be of the same type String Number or Date of the value of the father parameter If the father parameter is multi values the dependent parameter value satisfies the dependency if the filtering condition is satisfied with at least one father parameter value Since the filter operators lt gt lt gt have no sense in case of multi values father parameter in such cases the dependency is ignored 6 3 6 LINKS In SpagoBI some documents can be correlated linked the kind of correlation depends on the type of document At the time being SpagoBI supports two types of links 1 subreports master detail report documents using JasperReport engine 2 Data mining model presentation report document Subreports Subreports are reports that can be imported as building blocks into other more complex reports Subreports allow to modularize the process of report definition Modularization of reports can be very useful to simplify report template file in particular in case of reports that have a master detail structure From now on we will refer to a report that uses subreports as a master report The goal of this section is to explain how to insert a master report into SpagoBI environement and make it works The definition of a master report s template is an advanced JasperReports functionality and goes beyond the scope of this short introduction More infos on this
162. nsed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart e Description Non Consumable Value Product All Products Non Consumable click on the ADD icon e Description Food Value Product All Products Food click on the ADD icon Then click on Test before save button and confirm e Visible Columns DESCRIPTION e Value Column VALUE e Description Column DESCRIPTION 7 When the data entry is completed click on the SAVE icon to save the information and exit to the Developer Tools page 7 3 4 PREDEFINED VALUES CONSTRAINTS 1 The Predefined Values Constraints page can be accessed by selecting the corresponding link from the Developer tools It is divided into two parts on the top side a list of Configurable Constraints is displayed on the bottom the Predefined Constraints 2 Click on the INSERT icon to access the Constraint Details page and create a new constraint 3 Insert the following information e Label OLAP Constraint e Name OLAP Constraint e Desription 4 Select MAXLENGHT as Check Type and type 35 in the corresponding text field 5 When completed click on the SAVE icon to save the information and exit to the previous page Then select the BACK icon to go to the Deve
163. ntation Once finished the configuration you can save it using the save button in the right upper corner Then you will return into the booklet template page and the document configured will be shown into the Configured document list from the list it s possible to erase or modify each document added Template Configuration HO Configured Document List Add Document a ExampleLogicaName Best Products 4 38 Objects Tree E Functionalities a45 Analytical Areas Template 5 Static Reporting O _ Best Products Loaded Template Template not loaded O N Best Stores Figure 108 Booklet Configured document list 7 9 3 CREATE A PRESENTATION TEMPLATE A presentation template is a power point document remember that you can create it using the free office solution open office which will be the base for the final booklet presentation You can build your power point template as you like choosing the number of slides layout colors graphical elements but you have to remember two things SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 110 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 4S pogsB SpagoBI QuickStart s Intelligence Free Platfo e When you have decided the position of
164. o associate them to different presentation LOV and validation CHECK rules The list view allows the developer to add new parameters to erase the existing ones or to access their detailed information in order to modify them SBiDevelopmentContext amp E PARAMETERS LIST A S9 LABEL NAME DESCRIPTION TYPE N USE MODES USED BY N DOCUMENTS CITY_CD City Code Parameter for City Code Selection STRING 1 3 te CUTTING PERC Percentual di taglio Percentuak di taglio STRING 1 1 x DM_CLUSTERER_PAR Clustering Algorithms Clustering Algorithms STRING 1 1 X DM_CLUSTERS_NUM_PAR Number of clusters Number of clusters STRING 1 1 x EMPPOS_CD Empbyment Position Code Parameter for Empbyment Position selection STRING 1 2 4 GENDER_CD Gender Code Parameter for Geder Code selection STRING 1 3 ote HIB_DIALECT Hibenate Dialect Hibenate Dialect STRING 1 1 6 JNDI_DS Jndi Datasource Jndi Datasource STRING 1 1 d KEY_COL_NAMES_PAR Comma Separated Key Column Names Comma Separated Key Column Names STRING 1 1 md OUT_HTML Output HTML Output HTML STRING 1 4 A A ga page 1 of3 e The value of the gauia LABEL v asa string starts with v Filter All Figure 48 Parameters list A parameter is identified by the following information Label unique identifier of the parameter Name name of the parameter Description brief description of the parameter Type define if this parameter is a date a number or a string e Functional define if the parameter is
165. oB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform Best products in month wy Best Product in May Product Category Family Unit Sales Store Sales High Top Summer Vegetables Food 1 596 3 483 84 Fruit Food 933 1 989 46 Club Jack Cheese Dairy Food 609 1 512 50 Best Choice Dried Snack Foods Fond 574 1 270 85 Blue Label Chicken Canned Soup Food 638 1 266 58 2 7 a a httos localhost 8080 SpagobliasperReportEngine SpagoblDrillserviet DOCUMENT LABEL PROD_DETAILGParMonth 58ParProduct 193 Figure 121 Jasper Report hyperlink for cross navigation When you click on the link of High Top Limes the target document PROD_DETAIL in this example is executed and shows High Top Limes product sales details lt I Exo Portal Mozilla Firefox File Modifica Visualizza cronologia Segnalibri Strumenti at Seat 7 g i pi http localhost 8080 sbiportal Faces private biuser portal cr Bs Come iniziare eS Ultinne notizie Pe Bl Engineering Ingegneria Informatica the Business Intelligence Free Hatam Copyright 2005 Home Welcome ge Select Language Product High Top Limes Monti St UtSales Storte Month St Utsaley 8tCioats Janany is Sa GA Ma eo 953 BIT Febuary 2263 108 N March SABE T i 7270 Apri Hes EI 67 23 Unit sales May 933 pe January 982 Completato Figure 122 C
166. oda Link To None Pai Hyperlink Options Format Number Format DateTime Select Hyperlink Type No Link Format String URI Hyperlink Internal Bookmark Page Break Drill through Visibility Table of Contents as poren po Location a 5 Troet E K L i p Figure 123 Hyperlink configuration on Birt report designer Select URI as hyperlink type target Self and build the location formula as follows SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 123 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpagoB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform Expression Builder Expression Builder Type an expression in the Expression field Browse the lists of available objects and double click to copy into your expression Btaxgy 1 5pagoblDrilServlet DOCUMENT _LABEL CUSTOMER_PROFILE1 amp Parcustomer 24 row CUSTOMER ID certo A Weise BWLD CUSTOMER ID Category Sub Category Double Click to insert Available Column Bindings E Table E CUSTOMER ID Report Parameters El LMAME Native JavaScript Functions E FNAME BIRT Functions Cperators El BIRTHDATE f CITY E RowMum Edit Bindings
167. oduct 7 4 DASHBOARD This following example is designed to quick introduce new users to create a new DASHBOARD in SpagoBI starting from a SWF movie already created with OpenLaszlo In this document we will not explain how to build a SWF movie with OpenLaszlo we invite you to visit the OpenLaszlo home page www openlaszlo org for more information SpagoBI is released with some SWF movies you can find them in the folder webapps spagobi dashboards inside eXo Tomcat main directory For this example we will consider rot zx swf For the source code and documentation about SpagoBI movies download the package SpagoBI Components from Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit ee eee ee ee http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart A Dashboard element must be fed with the values to be displayed these values are supplied by a predefined List of Value The main steps to manage a dashboard are 1 Create the Lists of Value for movie feeding 2 Create a Template for movie configuration 3 Register the Analytical Document the built DASHBOARD into the platform a Add Template 4 Test the Analytical Document 5 Execute the Analytical Document 7 4 1 CREATE A LIST OF VALUE 1 The Predefined
168. odules which allow the greater freedom degree are e QbE the user can produce and save in the repository its own interrogations e OLAP the user can freely reorient his data model saving his more interesting view In order to limit user freedom degrees document can be configured to show to the user only a portion of the datamart see OLAP and Qbe profiled data mechanism When executing a document the end user can edit some notes directly in the execution page these notes are correlated to the document functional parameters values so executions with different parameters values will have different notes The notes can be disabled abled by portlet preferences in the execution portlet SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 54 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 X SpagoB the Business Intelligence Free Platform SpagoBI QuickStart SBlFunctionatity f E O Employee in store Employee in store P ag iB 7 U a J Hoj Employee for store M a Ml Store name HO Country USA Cy Alameda Adaress 1 Alameda Way Phone Yun null Surname Hamme Gen Mng Role Position Ed Lew Salary Binai Brian ful hdiddle Management HQ Finance and High School 5 000 Burke Terr
169. on data mining model on Weka engine ETL processes designed with Talend The Dashboard implementation by means of OpenLaszlo compiler is under a phase of SL greater integration through Many other alternative engines in every analytical area will be integrated in the ZJ SpagoBI platform in the future Regarding to the executive configuration SpagoBI manages some parameters as autonomous and independent entities The parameters include the behaviour rules SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 9 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpageB S p a g o B Q u i c k S t a rt the Business Intelligence Free Platform presentation and validation according to the end user roles Through the parameters SpagoBI builds an executive environment which places in the middle the operative model referred to the particular reality in use Analytical document Da Analytical document Analytical document Parameter Parameter Structural configuration Parameter Parameter Parameter Parameter Parameter Parameter Parameter Parameter Analytical document
170. onCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 the Business Intelligence Free Platform SpagoBI QuickStart Then you need to add the parameter to the Map document inside the document detail page remembering that the Url name must be productParameter Notice that The name productParameter is only an example you can assign it what you want the important thing is that the name must be equal to the value of the url name of the document parameter The expression in the query will be replaced by the value of the parameter chosen by the user Typically you place this expression in a where condition like where product productParameter but you are free to use it in another way SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 106 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 N SpageB SpagoBl QuickStart yess Intellige 7 8 OFFICE DOCUMENT An Office document is simply a document where the template is a file that can be of various known formats doc xls pdf txt html This file can include notes comments calculations images and so on An int
171. onality ENGINES LIST HA 9 LABEL NAME DESCRIPTION BIRT Birt Engine Birt Engine of DASHBOARD_INT_ENG Dashboard Internal Engine Dashboard Internal Engine ote GEO Geo Engine Geo Engine x OLAP JP MD DEV Jpivot Mondrian Dev Jpivot Mondrian Olap Engine in Devebpment Environment g OLAP JP MD REL Jpivot Mondrian Rel Jpivot Mondrian Olap Engine in Relase Environment A 4 QBE_INT_ENG Qbe Internal Engine Qbe Internal Engine A i REP JASP DEV Jasper Report Dev Jasper Report Engine for static reporting in Development Environment 4 x REP JASP REL Jasper Report Rel Jasper Report Engine for static reporting in Release Environment WEKA Weka Engine Weka Engine A G page 1 of 1 g The value of the calisin LABEL j asa string j starts with vi Filter All Figure 10 Engines list Each engine is depicted by a unique label a name and a brief description The administrator can create a new engine erase an existing one or access their details page in order to change their configuration The information required for each engine are Label engine unique identifier Name engine name Description brief engine description optional Document type the document type this engine will be applied to Report On line nalytical processing Dashboard Datamart Model Data mining model Map Engine type internal external eqeeee Engines can be internal or external respect to the SpagoBI web application in the former case you have to specify e Class name
172. ons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform Members of level specified by uniqueName attribute will have a link with the parameters specified 0 is the name of the current member Please pay attention to the fact that the member name is complete for example Product All Products Food and not simply Food Product Analysis Opia FE Bole ee AP tel alii S Measures _ Measures SSS Product Yearly Ir Income ects _ eee Unit Sales gt Store Cost fava All Products All Yearly Incomes 266 773 4 Drink All Yearly Incomes 24 597 Food All Yearly Incomes 187 540 4 Non Consumable All Yearly Incomes 50 236 4 Slicer E api right AEE Hs 200 BS exo Flaam SARL lif thoi localhost S080 SpagaBlIPivatEngine SpagoBlbrillserviet DOCUMENT LABEL GEQ UNITSALES amp ParFamily Product Al Products Drink a Figure 129 Hyperlink in JPivot table for cross navigation SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 128 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 8 In more
173. ontain an attribute with key specified by the content of this field and value specified by the parameter value e Priority the document parameters are sorted by this number clicking on the yellow arrows you can make a single step shift for the current document parameter You can switch from one parameter to another by clicking on the required element in the tab list SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 29 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 the Business Intelligence Free Platform SpagoBI QuickStart The meaning of the field Parameter will be clarified in the next paragraph and then in gt the examples in chapter 5 6 2 3 SCHEDULE A DOCUMENT EXECUTION An important functionality that a platform of business intelligence can offer is the ability to execute determined tasks in an automatic way and in a predetermined moment Some typical example uses of this functionality can be the execution of ETL or Data Mining process or the production of reports during the night This functionality is generally called Scheduler The SpagoBI platform provides a scheduler that gives to the administrator users the ability to schedule the execution of every kind of business documents This func
174. org birt downloads We suggest to download the all in one package you find under Report Designer Release Build 2 2 0 section 2 Then copy the database driver hsgldb1_8 0 2 jar inside the following directory ECLIPSE HOME plugins org eclipse birt report data oda jdbc_2 2 0 vxxxxxx drivers 3 Now you can start Eclipse Birt 4 In order to create a simple report example select File gt New gt Project gt Business Intelligence and Reporting Tools gt Report Project from the File menu Then select File gt New gt Report from the same menu Type SpagoBI_Example as Report name and click Finish 5 From the Data Explorer view rigth click on Data Sources and edit a new Data Source select JDBC Data Source as Data Source type and enter foodmart as Data Source name and click Next Then fill in the following information e Driver Class org hsgldb jdbcDriver if you don t see this driver from the list go to Manage drivers and add the driver for HSQL selecting the jar hsgidb1_8_O_2 jar copied at point 3 e Database URL jdbc hsqlidb hsal localhost 9002 foodmart e Username sa e JNDI URL java comp env jdbc sbifoodmart Click Finish SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 59 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license
175. ou can click over the folder row and within the contextual menu you can choose to select deselect all the documents contained Export aik Hame Export export_name Export sub views Export snapshots W Objects Tree l a Pal oiettes is 5 Bes Deselect All ae F Best employee test it D Birt report i T ace Employee by role Sac Employee by store and position i E Manager Assessment Result ba a Products a te C 0 Resources E ANE Cl gt Top Employee SEE General Management Ely Marketing H 0 Sales Analysis HE Product Analysis Figure 15 Export documents selection Once selected the documents to export you can click the export image on the right upper corner The system starts to produce the export archive and an operation in progress message will appear into the form Once the archive production is terminated a download link will appear Click on it in order to download the export archive Export A Operation Complete Download Name Export Export sub views L Figure 16 Export operation complete Once selected the download link you get a zip file with name equal to the one setted into the export form which contains all the information useful to import the documents into a different platform 6 1 5 IMPORT The Import form is the start point of the import procedure The Export File selection field allows you to choose an exported archive from your file system
176. ou to load a file as execution template but give you the possibility to configure a template using a graphical interface GUI Using this GUI you can change the current version of the template or you can save a particular configuration as a new version In the document detail page as for the other document types you can see the version template list and set the current one To access the graphical interface press the button near the template label in the booklet document detail page SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 108 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 SpagoBI QuickStart Template Configuration 3 bE Configured Document List Add Document F No one configured document 4 Objects Tree ES Functionalities Ai Analytical Areas H 0 New Features 9 booklets Template Loaded Template Template not loaded Stoglia Workflow Configuration Loaded process definition Process definition not loaded Sfoglia Figure 106 Booklet Template configuration page The template GUI allows you to e Add to the booklet a SpagoBI document The snapshot of the added document will be inserted in the final ppt presentation Each document added will be added into the Configured Documen
177. parameter directly from the GUI Knowledge Flow Editor This happen because Weka applies constraints to some properties value format Using parameters as value of that properties violates the applied constraints and cause errors usually default values are used instead the inserted ones In these cases you have to type your parameter directly inside the generated kfm file For example if you want to parametrize the clustering algorithm used in the previously defined flow you can do that directly from the GUI interface because Weka is very severe about the format of this property So you have to choose an algorithm save the flow open the kfml file with a text editor look for the name of the algorithm inserted from the GUI interface and replace it with a parameter Searching for SimpleKMeans in the flow defined above we find this line lt object class Java lang String name 1 gt weka clusterers SimpleKMeans N 15 S 10 lt object gt that means that we are going to use SimpleKMeans as clustering algorithm to produce 15 clusters using 10 as the initial seed It is to possible now to replace this line with the following parametrized one lt object class java lang String name 1 gt S P clusterer N S P clusterNum S 10 lt object gt Play attention when you add parameters to the kfm file by hand because than this file cannot be reloaded correctly into the GUI Knowledge Flow Editor If you want to modify it by hand be sure to h
178. pia USA 21 07 1924 F Professional 20 Baker Beverly Spring Valley USA 16 04 1974 F Manual 174 Bayol James San Carlos USA 23 06 1953 F Management 4i Bechard Howard we Linn USA 19 04 1919 M Professional 26 Bernard Jose Burbank USA 25 08 1954 M Skilled Manual 62 Borden Mary Santa Monica USA 25 06 1931 M Skilled Manual z2 Borges Laurie Bellingham USA 07 10 1947 F Skilled Manual g page lof 8 H The value of the column ID ba las al string starts with 4 Filter All Figure 43 Query test You can use list navigation arrows and filter to scroll the entire list Then you have to select the column to be the value column i e parameter values come from this column the description column i e parameter descriptions come from this column and the visible columns i e the columns that you will see when you click on the parameter lookup button on the document execution parameters form At last click on the Save button SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 38 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform PREDEFINED LIST OF VALUES DETAILS k 9 In the Fixed Values case you can create a
179. presentation is added to the booklet presentation list shown when a user exec a booklet so if the user execs again the booklet into the presentation list he will see the new version just created All the presentations approved or not will be saved into the booklet presentation list but only the approved ones can be deployed into the SpagoBI BIObject tree as a document visible to the SpagoBI users In order to deploy the presentation into the SpagoBI tree the user must press the deploy button visible only for approved presentations Once pressed the deploy button the user enter the deploy form where he can choose the label name description and tree branch of the presentation document Booklets Execution H Label E SSS Y Functionalities Tree a Functionalities Name Doo j LI Analytical Areas Description __ S a F ai New Featur s kum 9 booklets Figure 115 Deploy booklet presentation into SpagoBI objects tree SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 114 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpoqeB SpagoBI QuickStart the Business Intellige 7 10 ETL PROCESS 7 10 1 CONFIGURE TALEND OPEN STuDIO TOS 2 1 0 Open Talend Open Studio you can download it from http www tale
180. project MOYE H B teng hib datamart C x hibernate cfg xml Rename pay Import Refresh Close Project i Export generated class files and resources ae Compile JSP T Export all output folders For checked projects Convert to AOP Project Export java source files and resources Run As i Debug As Select the export destination Team JAR File Ciidabamart jar Browse Compare with Options Restore from Local History W Compress the contents of the JAR file Deployment Add directory entries Source m ee 7 f PDE Toole Overwrite existing files without warning Properties Q Wi Back Next Finish Cancel Figure 144 Export jar file The datamart jar model can be taken from the destination directory and loaded into a SpagoBIQbeEngine as a new datamart object SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 140 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 SpagoBI QuickStart 9 Glossary Work in progress En Analytical document Portal Analytical portal Parameter LOV list of values User role Report OLAP Data Mining Dashboard Scorecard XSp ness Intellige SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 141 of 141 Engineering Ingegn
181. pt variables can be used in the script with the following sintax variable name see below the script example The mode attribute can be manual or auto manual mode means that you will find the calculated field as a new property of the base entity in the entities selection tree pes B VLLUP ALJ g Houseowner Hg Cars No Link Detail Link Name H Promotion mo Dendi loose Figure 97 Calculated fields mode manual When you select the calculated field all the properties that are needed to calculate this field will be automatically selected also example based on formula with id cField1 if you select Link Detail the property it foodmart Customer customerld will be automatically selected also SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 97 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i Cc k S t a rt the Business Intelligence Free Platform 4 foodmart2 a vy Customer Customer Identifiers gt customerld Customer gt Link Detail Customer Identifier C distinct Account Number Surname Name Title First address Second address Third address Other address e City State Province Postal
182. q Hibennate Hsqkib Dialect SCRIPT 1 A ot LOV_MONTH Month list Month list QUERY 1 amp lt A page 1 of4 E gt The value of the cohen LABEL las al string 7 starts with Filter All Figure 41 Predefined List of Values Accessing the details page general information are displayed e Label LOV unique identifier e Name LOV name e Description brief description of the LOV optional e Input Type four different types of LOV are admitted allowing o Query the database retrieval of all the selected values o Fixed LOV the organization of an arbitrary value list o Script the registration of a Groovy script delegated to the recovering of all the values to suggest o Java class a Java class that implements the interface it eng spagobi bo javaClassLovs IJavaClassLov with the following methods getValues IEngUserProfile profile that returns an xml envelope as a String the xml must have the following syntax lt ROWS gt lt ROW a J gt lt ROWS gt getNamesOfProfileAttributeRequired that returns the list of the profile attribute names required for its calculation FREDEFINED LIST OF VALUES DETAILS k H 2 Label ST_LIST Name Customer List Description Input Type Query statement ba E Wizard Query T Connection name Foodmart Data warehouse Query definition select distinct c customer id as id Iname as llastname fname as name city as city eountr y birthdate gender occupation from customer
183. r Daniel 20715 7900 s e Marshall Brenda 42608 1500 gg_sales Stanz Darren 45013 5900 Sr ea Olguin Jessica 80881 4700 Derry Jeanne 29671 7400 J Wilbert Shirley 49634 4600 Everson Michael 71177 2400 Gomez Louis 24329 2300 Baker Beverly 2154 2700 Winfrey Gayle 50998 1600 Bernard Jose 14016 1800 Brunner Sandra 7674 6900 Om Figure 95 Create a view The newly saved view are treated by Qbe as a table Saved views can so be used as a shortcut to define more complex query SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 95 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 EA SpageB the Business Intelligence Free Platform SpagoBI QuickStart Query by Example D Field Selection Conditions Ordering Grouping View Query Save Query Execute Guery Generate Template ig foodmart amp a wv J Annual Sales Fact Surname amp gt Surname H Customer B a wv A Annual Sales Fact Name lt gt Name te Product Class E A v a 3 e EN ala Sales Fact Store gt Store Sales Store E distinct Fy4gqgSales ge id surname id name id storesalessum w Hos Annual Sales Fact Figure 96 Created view 7 6 9 CALCULATED FIELDS SpagoBIQbeEngine uses Groovy scripts to generat
184. r Queen Detail Queen City Map Queen City Map Queen Detail Club Low Fat Cottage Cheese Club Low Fat Cottage Cheese Club Detail Club Low Fat Sour Cream Club Low Fat Sour Cream Club Detail Club Jack Cheese 46 Club Jack Cheese lub Detail Club 2 Milk Copyright S 20002005 e 0 Flatiom SARL Club 2 Milk itp localhost 8080 SpaqoBlobeEngine SpaqoBIDrillservlet DOCUMENT LABEL PROD DET AIL amp ParMonth S amp ParProduct 30 Club Figure 126 Link field on query result for cross navigation 7 11 4 SPAGOBIGEOENGINE Let s take a look on the following template example lt xml version 1 0 encoding UTF 8 gt SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 125 of 141 greative commons COM MONS DEED Engineering Ingegneria Informatica S p A 2005 This work is licensed under the Creative Commons Attribution NonCommercial ShareAlike License To view a copy of this license visit http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform lt MAP name usa gt lt DATAMART_ PROVIDER connection_name spagobigeo guery select id sum SALES_UNIT as sales PROD_FAMILY from STATE_UNIT where PROD _FAMILY LIKE ProdFamily group by id PROD FAMILY column_id id column _value sales gt lt DRILL document SALES FOR COUNTRY gt lt PARAM type relative name SsState value id gt lt PARAM type absolute name P
185. re 23 73 Figure 101 Auto mode calculated field if you don t the calculated field cannot be calculated and a N C will be displayed on the relevant column of the query result SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 99 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform Field Selection Conditions Ordering Grouping View Query Save Query Execute Query Generate Template i foodmart2 a v YY Annual Sales Fact Store Namec gt Store Name Customer Elastne Promotion Product Class Store t foodmart Prova2 Product Annual Sales Fact Product Identifier Time Identifier Customer Identifier EE OU Se a ea a e amp Promotion Identifier Store Identifier Store Sales Store Costs Unit Sales Proamotion promotion_id Customer customer_id Product product_id Store store_id amp Store Identifier ON cs a ae Store Tyepe Region Identifier Store Name Store Number Store Address Store City Figure 102 Auto mode calculated field not all needed fields are selected Field Selection Conditions Ordering Grouping View Query Save Query Execute Query
186. re different engines to deal with different analytical areas Report OLAP Data Mining Maps Visual Inquiry ETL processes and Dashboard More than one engine could be available for the same area The SpagoBI administrator has to mark the attributes that are necessary for the correct use of an engine By means of a correct configuration the user can both use the same instances of the same engine inside different environments development test production in order not to invalidate its performances and to use different and parallel engines inside the same environments For the correct use of external engines it is very important to set their proper driver this is a SpagoBI component delegated to configure the analytical document properly communicating to a specific engine Therefore they can be seen as an Adapter set between the analytical document and the specific engine A list of all the registered engines can be displayed accessing the Engine Configuration SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 16 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 X SpageB the Business Intelligence Free Platform SpagoBI QuickStart SBiSettings SBiAdministrationContext SBiDevelopmentContext SBiFuncti
187. reAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 X SpageB S p a g o B Q u i c k S t a rt the Business Intelligence Free Platform 9 Sg fg prety T S pp m m l A Subquery on where_1184692683328 i z Save Subquery Subquery F Field Selection Conditions Ordering Grouping View Query Save Query Execute Guery Generate Template mo 3 p 6 Light Tree Bav store starts with aSalesFact 997 store s 4 Rl and o8 Product Class SO A Store i e Stare Identifier E Store Tyepe Region Identifier i fStore Name g Store Number g Store Address fg Store City 4g Store State Store Postal Code is iv Be Figure 94 Sub query window save button A saved subquery than can be modified or just displayed at any time using the same button you used to create it 7 6 8 CREATE VIEW Each query built with Qbe can be saved in the database as view using the create view button situated in the up right corner of the execute query page Query by Example iz Field Selection Conditions Ordering Grouping view Query Sawe Query Execute Query Generate Template A Ja yw Execution Modality Reta BERENS form _ SS Expert EE Create View ak COE yoa Surname Name sum Store Sales Borges Laurie 2952 8700 Sh Create View Derby Donna 1898 1400 hos Wolte
188. rketing Criptable True False C 4 Product Analysis Visible tie OE J Sales Analysis AE A I E O Lj Human Resources Template build La Product family New DOCUMENT PARAMETER DETAILS oh Title Parameter 2 Url Name i Priority Figure 80 Document parameter definition Note that you can go into the template build page to modify the query you will have to specify the connection to be used while schema and cube will remain the same If you inserted parameters with SpagoBI sintax the system will execute the last Mondrian query the query obtained before adding parameters use the Jpivot interface to modify the query and then re define the parameters as seen before SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 74 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae FEEN http creativecommons org licenses by nc sa 2 0 the Business Intelligence Free Platform SpagoBI QuickStart 7 3 10 PROFILED DATA An olap document is a way to inquiry your business data freely and dinamically This means that normally the user start his analysis from a predefined view and then he can completely change the inquiry interacting with the platform This freedom to surfing through business data could be dangerous because sometimes you want that different users cannot an
189. ross navigation example SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 122 of 141 creative Engineering Ingegneria Informatica S p A 2005 This work is licensed under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit http creativecommons org licenses by nc sa 2 0 COM MON S D E E D X SpageB S p a g O B Q u i c k S t a rt the Business Intelligence Free Platform You can click on Best products in month to return to the first document execution and then click on another product to see its sales details 7 11 2 SPAGOBIBIRTREPORTENGINE Open the report with Birt 2 2 0 suppose you have a text detail field click on it you will see its properties Click on Hyperlink section then on Open hyperlink options Report Design MyProject my_report rptdesign Eclipse SDK fe lt 2 al Q EET EE EE PS Garr FEY t Report Design 2 Eb Palett 8 Datar 8 N ii Librar ti ia my report rptdesign 83 es G A Data Sources B Data Source Si Data Sets S E Data Set 3 Report Parameters Data Cubes g CUSTOMER_ID I CITY LNAME FNAME BIRTHDATE a L m r n v Layout Master Page Script XML Source Preview fas Navigator a S ae mike 5 Eii sis e Preiera a A amp Y Batata Binding mee Highlights MyProject General Hyperlink D project Padding z E my_report rptdesign B
190. rouping View Query Save Query Execute Query Generate Template a Expert Composition s ad select productO brand name as Brand Name t Qbe automatically composition productO product name as Product Name l productO gross weight as Gross Weight from Select ps oz a ubl E duct ducto h aProduct brandName as Brand Name p EE te AR BERNS n N PES aProduct productName as Product Name productO brand name Best Choice order by i E aProduct grossweight as Gross Weight F productO brand name asc productO gross weight asc From it foodmart Product as aProduct Where Resume from aProduct brandName Best Choice Qbe Order By aProduct brandName ASC aProduct grossWeight ASC E ra EE Resume last Expert Query tf Save this Expert Query y Figure 87 QbE View Query The user can also try to write his own query in the text area on the right hand side of the page This is called Expert Composition The Resume From Query icon can be used to copy the query automatically realized by the Qbe in the text area in order to modify it The user can also save the expert query realized and resume the last expert query saved simply by clicking on the corresponding icons 7 6 4 SAVE QUERY Query by Example Field Selection Conditions Ordering Grouping Whee Guery Sawe Query Execute Guery Generate Template Save Query Final Query Query Identifier The query is correct Query Descritpion Brand Name Product Name Gross Weight Save with Exp
191. rresponding role into the current system If a role with the same name of the exported one already exists then the combo is disabled and the mapping is automatic Otherwise if the combo is selectable you can choose the mapping role or you can let it blank and in this case the exported role will be inserted into the current system Remember that each exported role can be associated only to one existing role Once complete the role mapping you can select the next button the right arrows which will allow you to perform the engine mapping In fact as for the roles the exported engines should be different from the ones of the current system and so a mapping operation is necessary Engine Associations 5 amp Exported engines Engines defined into the portal in use pi Exported engines not Select v associated will be imported a anyway Jasper Report Rel OLD Jasper Report Engine for static reporting in Relea http localhost 8080 SpagoBllasperReportEngine Ja it eng spagobi drivers jasperreport JasperReportDr Weka Engine Weka Engine http localhost 8080 SpagoBIWekaEngine WekaServile it eng spagobi drivers weka WekaDriver Select v Figure 19 Import engines association SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 22 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License
192. rs button 7 2 4 CREATE A PARAMETER Connect to the home page of SpagoBI portal http localhost 8080 sbiportal and log on using both bidev as username and password This user is a Developer for the SpagoBI Demo and therefore you will access the Developer Tools page To create a new Parameter the following steps are required 1 Predefined List of Value LOV 2 Predefined Values Constraints 3 Parameters Management 7 2 5 PREDEFINED LIST OF VALUE LOV 1 The Predefined List of Values page can be accessed by selecting the corresponding link from the Developer tools SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 60 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit Co eee ee MERA http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 2 Click on the INSERT icon to add the new desired element 3 In the Predefined List of Values Details page fill in the following information Label Report LOV QUERY Name Report LOV QUERY Description Input Type Query statement Then in the Wizard Query fill in as follows e Connection Name Foodmart Data Warehouse e Query Definition select POSITION_TITLE from POSITION then click on Test before save button e Visible Co
193. select DM_CLUSTERS_NUM_PAR from the table Notice that the URL Name must match the name of the parameter created in the flow example created in the previous paragraph 11 Save and go back to the Development Object List by clicking on the SAVE AND RETURN icon Now that all the parameters have been correctly created and configured on the Analytical Document you can execute it 12 Click on the icon EXECUTE which corresponds to the new DATA_MINING analytica document SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 86 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 EA SpageB the Business Intelligence Free Platform SpagoBI QuickStart 13 In the new page you will be required to enter a value for the DM_CLUSTERER_PAR and DM_CLUSTERS_NUM_PAR parameters 14 Select Simple KMeans from the combo box 15 Insert the number of clusters you want to generate into the input box 16 Click on the EXECUTE icon to execute the document 17 Data Mining Flow processing can take quite a long time depending on the dimensions of your dataset For this reason weka engine process all the request in background This mean that when you execute a data mining analytical document you don t have to wait until the engine finish
194. ser must manually do in order to complete the import operation Those steps are explained in an archive file produced as output by the procedure a part from the always present log file You have to download the archive file and to follow the instructions 6 2 ADMINISTRATOR The SpagoBI demo administrator biadmin biadmin user has also the functionalities and documents administration portlet which permits him to perform the following operations e Managing the functional structure that classifies the analytical documents and configuring permissions on the functionalities e Maintaining the registered analytical documents e Schedule documents execution Notice that the administrator manages the structural configuration of the platform Static Settings Document and tree management Development Environment ADMINISTRATION TOOLS x 3 Functionalities Management rg Documents Configuration j Schedule a Document Execution Figure 23 Administration portlet SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 24 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 X SpageB SpagoBl QuickStart ess Intellige 6 2 1 FUNCTIONALITIES MANAGEMENT SpagoBI uses its own file system named Functionalities Tre
195. splayed on the bottom part of the page Enter the following information e Label DEFAULT e Name Default Modality e Description Default Modality e Manual Input select In the Role Association table select all roles in order to associate this Use Mode to all users of the system during document execution 10 Click on the SAvE AND RETURN icon to go back to the Parameter List The DM_CLUSTERS_NUM_PAR will be now displayed in the list 7 5 7 REGISTER THE ANALYTICAL DOCUMENT THE BUILT DATA MINING FLOW INTO THE PLATFORM 1 From the Developer Tools page select the Documents Configuration in order to display the Development Object List 2 Select the icon to create a new Analytical Document 3 In new Document Details page you will be required to fill in the following information e Label USER_SEG DMP e Name User segmentation process e Description User segmentation process SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 85 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart e Type Data Mining Model e Engine Weka Dev e Template click on the browse button to select the template created in the previous paragraph 4
196. st be physically performed on external engines the following operations are not performed by the procedure and must be manually performed e importing Qbe objects that must be deployed on SpagoBIQbeEngine o datamart jar files Hibernate jar o subobjects on SpagoBIQbeEngine side that are files with extension qbe o formulas definition files formula xml importing Talend jobs that must be deployed on SpagoBlITalendEngine importing images referenced by report engines importing schema definition files for SpagoBIJPivotEngine importing maps for SpagoBIGeoEngine 6 1 4 EXPORT The export form allows you to give a name to the export archive that will be created setting the Name Export field mandatory export the sub views of the exported objects checking the Export sub views option export the snapshots of the exported objects checking the Export snapshots option select the business objects to export opening the tree and checking the checkbox corresponding to each document SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 20 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike earnons License To view a copy of this license visit ee MARAS MERA http creativecommons org licenses by nc sa 2 0 X SpageB SpagoBl QuickStart ess Intellige Into the tree you can select the documents one by one or y
197. stname fname as name city as city icountry birthdate gender occupation from customer jas Cc Sales fact 1997 as s where 5 customer id c customer id order by lname Figure 8 List detail Example SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 15 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 6 Functionality overview 6 1 SETTINGS In SpagoBI demo the administrator biadmin biadmin user has some portlets one of them is the SbiSettings portlet which permits him to e register and configure each analytical engine inside the platform e synchronize SpagoBI roles with the portal roles e import export documents If you do not have familiarity with SpagoBI yet we suggest you to skip all this section chapter 6 1 using the standard demo settings SBiSettings SBlAdministr ationContext SBiDevelopmentContext SBlFunctionality CONFIGURATION TOOLS Engines Configuration Roles Synchronization Import Export Figure 9 Settings portlet 6 1 1 ENGINES CONFIGURATION Engines are external applications or internal SpagoBI classes delegated to display the final results of an analytical document There a
198. t List in the left side of the gui This release allow you to add only jasper reports document associated to the SpagoBI JasperReportEngine e Load the power point template which will be the base for the final document The template is a power point file you can create it using the free open office suite which contains some place holders that will be replaced by the SpagoBI document snapshots Once loaded the template file its name will appear near the Loaded Template label together with a button that allow you to download it e Add the workflow process definition file For this version the process definition file must be a jbpm file Since the booklet module requires a fixed structure for the process definition in order to change your workflow process don t create a new definition file but recover the one contained into the BookletModule binary distribution and then change the allowed parts as described in the section below Once loaded the workflow process definition it s name will appear near the Loaded process definition label together with a button that allow you to download it To add a new document to the booklet you have to choose it from the Add Document tree in the right side of the gui to choose the document simply check it s checkbox and the press the Add Document button in the right upper corner of the tree box This operation will get you into the configuration page for the added document SpagoBI QuickStart
199. t References Task Tags Remove Malidation Allow output folders For source Folders DeFaulk output Folder DatamartJar bin Browse cone Figure 135 Java project build path options create a new Hibernate cfg file into the src folder of the project right click on the project and then select the new other hibernate hibernate cfg file menu item Into the properties window choose the right dialect for your database insert the driver class name the connection string user and password Remember to check the create console configuration option and then press the next button Figure 136 New Hibernate Configuration File and Figure 137 New Hibernate Configuration File Hibernate Configuration File cfg xml This wizard creates anew configuration File to use with Hibernate Container TDatamarkJarisrc File name hibernate ctg xml Session Factory name Database dialect PostoreSQL ne Driver class arg postgresql Driver Connection URL jdbc poskgresql i fserver port schema Default Schema ne ee Default Catalog oS Username database username 00 Password database password I Create a console configuration Figure 136 New Hibernate Configuration File SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 135 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons
200. t Reporting 0 Map Data Mining igs j Obe Export Figure 130 Functionalities Tree SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 130 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike EGrimons License To view a copy of this license visit eo eee ee MERR http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart This allows to better organize documents grouping them by folders and to realize a Security Policy In fact a user can develop test or execute a document only if he has at least one role belonging to the corresponding permissions on the folder containing it Only an administrator user can set these authorizations for each role and each folder For instance in order to develop a document it is necessary 1 to be defined as Developer by the portal administrator 2 to have at least a role that belongs the Development rights on the folder that contains the document To execute a document it is required to 1 to have at least a role that belongs the Execute rights on the folder that contains the document 8 5 USER DEFINITION AND ROLES MANAGEMENT Work in progress En 8 6 PORTAL DEFINITION Work in progress En 8 7 DATA MART JAR DEVELOPMENT FOR QBE FEATURE 8 7 1 BRIEF QBE INTRODUCTION The Query By Example Q
201. t is a visual representation of some spatial data typically a geographic map whose elements is enriched with some graphical information typically colors based on the value of some attribute related to the spatial element Example a geographic map of the united states with the states filled with different colors based on the population of each one If you want to develop a map business object using SpagoBI Geo Engine you need an svg file which contains geographic elements each one identified by an unique id A database which contains information associated to the ids of the svg map A map template file described below which contains o the information useful to link the map with the database o the styles to apply to svg geographic elements based on the attribute values stored into the database SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 102 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike earnons License To view a copy of this license visit Co eee ee MERA http creativecommons org licenses by nc sa 2 0 N SpageB SpagoBl QuickStart yess Intellige When the user executes a map document the system loads the map template file reads the database connection configuration connects to the database and execs the query in order to extract the data associated to Svg geographic elements reads from the templ
202. table of pairs Name ae Description simply by filling the Value pestnptan and Description form and clicking on Input Type the ADD icon In order to erase an AANER amp existing pair you can use the icon on the corresponding row of the list at an ee the bottom of the window scan Then you have to click on the Test _ Ein before save button choose the HTML HTML 28 values column description column a si IA and visible columns as seen for query csv csv TE TXT TXT t fb T lovs XML XML 28 4 IPG IPG 22 ti Figure 44 Fixed values wizard i PREDEFINED LIST OF VALUES DETAILS T E3 E In the Script case you have to write the Groovy script to be executed at wo gt ame run time Description Then you have to click on the Test Tipt Type Ww before save button choose the EON IE E amp values column description column and visible columns as seen for query er ESAE J a jeeleaeiaaial lovs but append lt row value j Figure 45 Script wizard 6 3 2 PREDEFINED VALUES CONSTRAINTS The developer can register some typologies of formal controls applying to the values inserted in the documents activations phase SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 39 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena Ae MEEN http creative
203. tain a valid value for all the target document parameters a form will ask you to fill in the missing ones Let s see some examples for SpagoBI engines We suggest to read the example for SpagoBlJasperReportEngine as first as it is the most exhaustive SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 120 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 X SpagsB the Business Intelligence Free Platform SpagoBl QuickStart 7 11 1 SPAGOBIJASPERREPORTENGINE Open the report with iReport suppose you have a text detail field edit its properties and configure an hyperlink as in the figure below File Edit wiew Format Data Build Options Plugins Window Help g E a r E mL Ae Eeee C arial h YAA biusz Zz z z ARO vi ae da aa et Tes Mea eee te PEP PRE NEE eRe eae ee AG Reference Link parameters Tooltip E background H E title Hyperlink Reference Expression E pageHeader 9 ft 8 E columnHeader SpagoBlDrillServlet DOCUMENT LABEL PROD DETAIL amp ParMont G detail fF textField 148 F textField 279 SF MONTH OF YEAR sParProduct
204. tance setVariableLocally spago_handler AddNoteHandler taskInstance setVariableLocally spagobi_booklet_pageindex lt expression gt lt script gt lt event gt lt task gt lt transition name to join1 gt lt transition gt lt task node gt index of the ppt document slide where the notes will be pasted Inside the workflow definition file you find two different activities performed by the user The first one is the Insert notes activity which is described with the following xml e The final Validation Document task The xml definition of the task is reported below This task is the validation of the final presentation document produced You can only change the assignment to the swimlane lt task node name ValidateFinalDocument gt lt task name validate_document_task swimlane name of a previous defined swimlane gt lt event type task create gt lt script gt lt expression gt taskInstance setVariableLocally spago_handler ValidateFinalDocumentHandler lt expression gt lt script gt lt event gt lt task gt lt transition name to end1 gt lt transition gt lt task node gt SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 112 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit eo eee ee MERR ht
205. ted when you select the base entity the entities selection tree will not show the calculated field if you use this modality you have also to select on the entities selection tree all the fields which the calculated field depends on Field Selection Conditions Ordering Grouping View Query Save Query Execute Query Generate Template Y foodmart2 a v j Annual Sales Fact Store NameG gt Store Name H Customer gt Jf Annual Sales Fact Customer ab scustumertdenther H O Promotion Identifier a Product Class L distinct H O Store H O it foodmart Prova2 H Product 5 0 Annual Sales Fact Product Identifier Time Identifier Customer Identifier Promotion Identifier e Store Identifier Store Sales Store Costs Unit Sales Promotion promotion_id El Customer customer_id Customer Identifier Account Number e Surname Name Title First address Second address Third address a thar addence Figure 100 Auto mode calculated field all fields selected Field Selection Conditions Ordering Grouping View Query Save Query Execute Query Generate Template Eiin Manatky Default a Export to format PDF Expert EE Create View Si Page 1 gt gt Link Detail Store Name Customer Identifier See eee Siira 22 ee stones 86 corey ema 18 Store 6 18 eee Strat 17 eae Store it 10 eee eS 39 Sears Store ts 3 STOPPER L38 St ra we 134 Saa PRSS Store 17 61 AREN 3 Sto
206. the bottom part of the page Enter the following information e Label Report Use Mode 1 e Name Report Use Mode 1 e Description e Presentation List values selection In the Role Association table select spagobi admin and spagobi dev The Administrator or Developer executing a document associated to this parameter will use this specific Use Mode SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 62 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike Ce arnons License To view a copy of this license visit Zena Ae FEEN http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart Then click on LOV LOOKUP icon in the Lov lookup list page now displayed select Report LOV QUERY from the table listing all Predefined List of Values the filter will help you to find it soon From the Predefined Values Constraints table don t select any constraints 6 Now click on the SAVE icon It can be useful to add another Use Mode in order to understand the roles management performed by Parameters 7 Click on New tab and a new empty Parameter Use Mode Details section will appear 8 Fill in the following information e Label Report Use Mode 2 e Name Report Use Mode 2 e Description e Presentation ComboBox Then click on LOV LOOKUP icon in the Lov
207. the policies imply the repetition of the activity till the final date and time if the user has inserted it or forever Into the second part of the page Save Options you find a tab for each document associated to the activity and each tab contains the configuration for the storage of the document execution output Obviously if a document hasn t a meaningful output like for example an ETL process this part can be skipped SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 34 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Attribution NonCommercial ShareAlike EGrimons License To view a copy of this license visit http creativecommons org licenses by nc sa 2 0 COM MON S D E ED Spage6 yess Intelligence SpagoBI QuickStart Save Options Best products in month ETLExample Name snapshot name Description snapshot description History Length I5 Save as document Name Description Y Objects Tree FS Functionalities i G General Management BL E Marketing a ail 4 Human Resources fC G Administration Documents iL QTL Send mail Mail to spagobi eng it Figure 39 Save options The possible configurations are Save as snapshot The output will be saved as sub document of the main one When the users will execute the main document they system will show them also the list of snapshots available In this way the user can choos
208. tionality is accessible from the Administration Context portlet ADMINISTRATION TOOLS Functionalities Management f Documents Configuration f a S 4 Schedule Document Executions lA 4 Figure 30 Administration context portlet SpagoBI divides the definition of the scheduled task into two phases the first one is useful to define what will be scheduled the Activity whereas the second one is necessary to decide when the activity will be executed The Schedule These two concepts are independent and this means for instance that a user can schedule the same activity more times Selecting the scheduler link you enter into the Activity list which summarizes all the activities already defined You can insert a new activity change erase the existing ones or view the list of schedules associated Activity List 2 Name Description Number of Schedules My Activity My Activity Description 0 ga page lof i Figure 31 Activities list Selecting the New Activity or Detail button you enter into the detail page of an activity An activity is a collection of business documents and their relative execution parameter values In fact since the scheduled execution is an automatic task the parameters values must be filled at the creation time The collection of documents is identified by a name and a description SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 30 of 141 Engineering Ingegneria Informatica S p A
209. topic can be found into the JasperReport User Guide In order to insert a master report into SpagoBI environment you have to insert its subreports in the system first A subreport it s just a normal report included in some other reports There is no difference between the insertion procedure of a subreport and the insertion procedure of a normal report just because there is no difference between subreports and normal reports i e every report can be used as subreport Once all the subreports used by the master report you want to use have been inserted into the system you can also insert the master report In order to execute the master report at the end of the insertion procedure without any errors it is important to verify that its template file points to subreports included just by name i e subreporti jasper and not by relative or absolute path i e myreports subreport1 jasper SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 48 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons a License To view a copy of this license visit cela cae aca http creativecommons org licenses by nc sa 2 0 X Sp the Business a9 B Intelligence Free Platform SpagoBI QuickStart lt subreport i isUsingcache true gt lt reporte lement mode Opaque x 0 y 48 width 782 height 20 forecolor 000000
210. tp creativecommons org licenses by nc sa 2 0 N SpageB SpagoBl QuickStart ess Intellige 7 9 5 EXECUTION OF A BOOKLET Once configured a booklet is ready to be executed As for the other SpagoBI document types you can run it from the Objects tree list As a first step of the execution the system shows to the user the list of final presentation previously generated The user can download or delete the previous version from the list or he can start a new presentation version generation Booklets Execution D Start new booklet discussion Be ar Approved presentations Presentation name Creation date Yersion name Approved MyBooklet Mon Sep 11 19 03 38 CEST 2006 1 2 false wo MyBooklet Tue Sep 12 10 44 30 CEST 2006 3 false s MyBooklet Thu Sep 28 18 27 36 CEST 2006 1 15 true Y E Download Figure 110 Booklet execution presentation version list Once started a new presentation generation the system initializes the workflow engine starts the process and prepares the initial metadata If something goes wrong you will see an error message and you need to contact your system administrator to discover the cause If the startup phase ends without error you should see a message like this Booklets Execution a Collaboration Process Started correctly Figure 111 Booklet workflow process started correctly One started the workflow process executes all the automatic tasks and then assigns to the SpagoBI users the Add notes
211. tp creativecommons org licenses by nc sa 2 0 N SpaqeB SpagoBI QuickStart ee e View Query to display the query realized following the wizard or to write a proper query using HQL SQL language e Save Query to verify if the query is formally correct and to save it e Execute Preview to display the results obtained by the query realized and eventually export them e Generate Template to automatically generate a JasperReports report template based on the query Query by Example Field Selection Conditions Ordering Grouping View Query Sawe Query Execute Query Generate Template d foodmart A Product Brand Name gt Brand Name a E Customer a_ v O Product Product Name G gt Product Name es Product Class a v f Product Gross Weight G gt Gross Weight e Store CJ distinct Fel 4 Product ae of Annual Sales Fact Figure 83 QbE Field Selection 7 6 1 FIELD SELECTION 4 foodmart H Customer On the left hand side of the window a logic view of the datamart mog Product Class is displayed Therefore the user can easily navigate the tree ee Product Class Identifier and select the desired fields simply by clicking on them fg Product Subcategory fg Product Category Product Department ao F es Be ee nC ea ene SO eee Ea Praduct Farii gL Annual Saks Fact Store Name 4 Store Nam j Store ED aS n i a z Annual Sales Fact Stare Saes 4 Store Saks H Product L4 ot Er es la eee ren ONS Se
212. trator see Engines Configuration paragraph e Criptable flag indicating if the document is criptable e Visible flag indicating if the document is visible when it is in Released state e Template file containing the model of the document It has to be created with an external application suitable for the specific type of Analytical Document When the developer inserts a new document he has to indicate the Parent folder under which the document will be created this can be set by selecting the corresponding check box on the Functionality Tree displayed on the right hand side of the window The developer can see only the details of the documents that are in Development g state so the State field visible by the administrator is hidden SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 43 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit ee MARAS MERA http creativecommons org licenses by nc sa 2 0 SpagoBI QuickStart SBiIDevelopmentContext Ti kp iz 0O DOCUMENT DETAILS 6 B 3 we O a Functionalities Type Report bd E i fl C Analytical Areas Engine Jasper Report Rel fs ET amp New Features Criptable True False Birt Reporting Visible Tre False Map g ata Mininc Template Sfoglia 9 Data Mining p C Qbe Export Figure 52 Analyt
213. visit ee MARAS MERA http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 6 In Data Explorer View right click on Report Parameters and add a new Parameter name EmployeePosition Data Type String Display type Text box Default Value Store Manager 7 Then right click on Data Sets and add a new Data Set with the following information e Data Set name Employees e Data Source Foodmart e Data Set Type SQL Select Query 8 Then insert the following example query select FIRST_NAME LAST_NAME from EMPLOYEE e POSITION p where p POSITION_ID e POSITION_ID and p POSITION_TITLE Click Finish Then go to Parameters view and add this parameter name EmployeePosPar Data Type String Direction input Default Value Store Manager Linked to report parameter EmployeePosition This simple query will visualize the First Name and the Last Name of every employee whose position title is equal to the value of the parameter EmployeePosition 9 Using drag and drop from Palette view to report layout add a table with 2 columns and 1 detail row using drag and drop from the Employees data set put FIRST_NAME on the detail row of the first column and LAST_NAME on the detail row of the second column 10 Now it is possible to see the report preview clicking on Report gt Run Report to change the parameter value click on Show Report Paramete
214. when a process is started and when it is completed as they are asynchronous processes These events are notified to the users having at least a role that can execute the data mining ETL document In the detail page of the end process event there is a link to the document that will show the process results The events management and registration is under a phase of greater integration SL through Ox Events Monitor E Ol Events list Cy Event id Event date User Event description 142 29 09 2006 biadmin Started execution of Weka data mining process Exe A 3 143 29 09 2006 biadmin Execution of Weka flow successfully terminated Ex ga page iof i1 Ep The value of the column Ewent id VY asa string starts with Filter All Figure 70 Events list Events Monitor Ge yal ap Event details Identifier fais Pati 2006 09 29 13 40 46 886 User biadmin Document Dmp_user_seg User Segmentation User Segmentation d ii Execution of Weka flow successfully terminated Execution parameters keys banana versionColumnName version clusterNum 20 Version test clusterer weka clusterers Simple kK Means writehode DROP _INSERT versioning TRUE The execution start eventidis 142 Related documents ClusterDesc Cluster Description Cluster Description Figure 71 Event detail SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 56 of 141 Engineering Ingegneria Informatica S p A 2005 This work is lic
215. xpression is a composition of the conditions built using logic operators AND OR and brackets Once entered into the parameter dependency detail page you can see the list of simple conditions that compose the correlation expression As for every SpagoBI list is possible to insert new conditions or to delete modify the existing ones To add a new condition select the Add Condition button This will make appear a pop up useful to configure the condition u Condition i E ni The parameter Department depends from the parameter Family 7 i Filter Operator Operator used to compare a column value of the parameter 2 m H Department and the value of the parameter on which E depends l J f List of parameter uses associated to the paramter Department is Active Parameter Use Name Columns generated by the parameter use USE_PRF USE_PRF _PRODUCT_DEPAR l USE_ALL USE_ALL PRODUCT DEPAR i fst CEWET DEPARTMENT PRODUCT_FAMILY Save Button H NUM _OF_CATEGORY SALES UNIT SALES Figure 56 Condition configuration SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 46 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed Ee creative under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit Zena FEEN http creativecommons org licenses by nc sa 2 0 er SpageB the Business Intelligence Free Platform
216. yment position by rok REPORT TEST 1 A ns EmpOccDegree Emp occupation degree DASH DEV 1 A i RPT EMP ST 01 Empbyee by store Store details about empbyee REPORT DEV 1 4 X RPT_EMP_STORE_02 Empbyee in store Empbyee in store REPORT REL 1 RTP EMPPOS X ROLE Empbyment position Empbyment position by role REPORT DEV 1 ia FOODMART_DATAMART Foodmart Datamart Foodmart Datamart DATAMART REL 2 vy me IncidCost Incidence of Costs DASH DEV 1 a T_SALES_03 Montly Saks Sales for product and city REPORT TEST 1 s om ga page 2 of 4 E The value of the column LABEL asa string starts with Filter All Figure 27 Administration Objects List Each document is described by a subset of its attributes as follows e Label the document unique identifier e Name the document name e Description a brief description of the document optional e Type this field shows if the document is a Report an On line analytical processing OLAP a Data Mining model a Dashboard etc e State this information indicates if the document must be developed Development tested Test or can be executed Released Moreover the document can also be Suspended if it cannot be executed anymore e N of instances since one document can be referenced in more than one folder this is the folders number that contain the document The administrator has the List View but he can switch to the Tree View in order to have a list of documents grouped by functionality clicking on th
217. ymore Referring to this life cycle SpagoBI users can have a specific function which is assigned by the portal administrator Users can be classified in 4 different typologies 1 Administrator he deals with configuration and security aspects 2 Developer this type of user can create or modify documents 3 Tester he takes the responsibility to verify the formal correctness of the registered documents and if they fulfil the requirements 4 User he can use all the business objects in a released state according to his role and with the modalities previously defined in the parameters configuration The User is characterized by his functional roles which regulates e the analytical documents visibility e the visibility of the data shown by documents e the behaviour rules of their parameters and the filters SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 129 of 141 Engineering Ingegneria Informatica S p A 2005 This work is licensed creative under the Creative Commons Aittribution NonCommercial ShareAlike Ce arnons _ License To view a copy of this license visit SEn Men http creativecommons org licenses by nc sa 2 0 X SpageB SpagoBI QuickStart ess Intellige It is very important to notice that administrators developers and testers are also users and therefore they can act as specialised users with additional functions Every user will access a specialized main page that will contain specific tools When co
218. ytical document development Analytical document registration Structural and executive config Parameter use mode create Roles association S _ Parameter us lt Gec oa Check association Update state to N Document show Developed he right data State update to Released i Analytical document ready forthe end user Figure 7 Analytical document handling The schema points out also the management of the approval flow for the analytical document passing from the developer to the tester reaching the end user when certified only Please see in the next paragraphs how SpagoBI allows to run all these operations SpagoBI QuickStart ver 0 9 3 July 18 2007 pag 13 of 141 creative Engineering Ingegneria Informatica S p A 2005 This work is licensed under the Creative Commons Attribution NonCommercial ShareAlike commons License To view a copy of this license visit http creativecommons org licenses by nc sa 2 0 COM MON S D E ED er SpageB the Business Intelligence Free Platform SpagoBI QuickStart 5 Recurring themes Both the development and the administration interface are under revision to achieve gt L a better usability 5 1 PORTLET LAYOUT Every user portlet points out some common caractheristics e On the top there is the title identifying the portlet meaning e On the right side of the title some icons allow the access to the general functions acting on the portlet

SpagoBI QuickStart 0.9.3

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