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Hitachi Vantara Lumada and Pentaho Documentation

Pentaho Analyzer

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  1. Get Started with Analyzer
  2. Create an Analysis Report
    1. Visualizations for Analysis Reports
    2. Chart Options for Analysis Reports
  3. Add Filters to an Analysis Report
    1. Date Range Filters
  4. Use Fields in Analyzer
  5. Use Measures in Analyzer
  6. Export an Analysis Report
  7. Advanced Topics
  8. Troubleshooting

Use Analyzer to create visualizations and analysis reports from your data. Analyzer has an easy-to-use, web-based, drag-and-drop design environment which can be used by anyone who wants to dynamically explore data and drill down to discover previously hidden details.

Before you can use Analyzer, you must have access to a data source. Only system administrators can create data sources. The data source for Analyzer is based on the Mondrian multidimensional data model. The Mondrian data model enables you to choose which dimensions and measures you want to explore in your data.

Get Started with Analyzer

Display and work with data in Analyzer through panels. For example, you can view and work with Steel Wheels data in the Analyzer panels by performing the following steps:

  1. From the User Console Home page, click the Browse Files button. In the Browsing pane, click to expand the Public folder, then click to expand the Steel Wheels folder.
  2. In the center pane, double-click on European Sales. The Opened page appears with the Analysis report. Click the Add More Fields and Rearrange Fields icons on the toolbar to expand the Available Fields and Layout panels.
    File:/ssgetstartedwidgetAnalyzerPanel.png
    Item Name Function
    File:/grCallout1.png Opened view Displays quick access buttons across the top to create and save new Analysis reports, Interactive reports, and Dashboards. Opened reports and files show as a series of tabs across the page.
    File:/grCallout2.png Available Fields and Layout panels Use the Available Fields and Layout panels to drag levels and measures into a report.

    Your report displays changes in the Report Canvas as you drag items onto the Layout panel.

    Delete a level or measure from your report by dragging it from the Layout panel toward the lower right corner of the Report Canvas. As you drag it, a trash can icon appears in the lower right corner of the canvas.
    File:/grCallout3.png Report Canvas Shows a dynamic view of your report as you work to build it. The look of your report changes constantly as you work with Available Fields and Layout panels to refine it.

    The Report Canvas shows different fields based on the chart type selected.
    File:/grCallout4.png Analyzer Toolbar and Filters Use the Analyzer Toolbar functions to undo or redo actions, hide lists of fields, add or hide filters, disable the auto-refresh function, adjust settings, and change the view of your report.

    Use the Filters panel to display a list of filters applied to the active report, or edit or delete filters.

Create an Analysis Report

Creating an Analyzer report allows you to easily compare data, such as the actual versus budgeted expenses by region for each of your departments, or the amount of sales by region.

Analyzer automatically fetches data in real time as you add and remove fields, so you may find it easier to build a report with the Auto Refresh feature turned off. This lets you design your report layout first, including calculations and filtering, without querying the database automatically after each change. Just click the auto refresh icon in the tool bar to toggle Auto Refresh On or Off, or you can click the Refresh Report button at any time.

  1. From User Console Home, click Create New, then Analysis Report.
  2. Choose a data source for the report from the Select Data Source dialog box. Click OK.
  3. From the Available Fields pane on the left, click and drag an object to the Rows or Columns area in the Layout panel. The data row or column appears in the table workspace. Note that you can remove an object from a row or column by dragging it from the Layout panel back to the Available Fields list.
  4. In the list of fields, click and drag a measure to the Measures area in the Layout pane. The measure appears as a column in the table workspace.
  5. If you want to rename or reformat your columns, right-click a column and choose Column Name and Format from the menu. The Edit Column window appears. You can also sort the data in your columns by clicking and choosing a sort-order from the drop-down menu.
  6. Choose a format from the Format drop-down box, or choose a visualization from the drop-down menu. Click to refresh the report if you need to, then click OK.
  7. Click Save As. Type a file name for your report and choose a location to save it in, then click OK.

The new Analyzer report is created and saved in a location of your choice.

Visualizations for Analysis Reports

After you have created an analysis report, you will most likely want to make the report more visually pleasing and meaningful for your audience. Analyzer has quite a few built-in visualizations that give you an effective means for presenting your data in a way that people can intuitively understand.

Learn more

Chart Options for Analysis Reports

The Chart Options dialog box is available if you have a visualization applied to your report. Just click on the Chart Options button in the Properties panel to bring up the chart options for that report.

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Add Filters to an Analysis Report

Filters are used to restrict or limit data in a report, building the report to show only the information that you want to view.

For example, a typical report shows sales by product line. A time filter on Quarter restricts the data so that only sales for the one quarter are shown.

If you add a regional filter for Europe, the report would display data pertaining to European sales for that quarter. If you add a filter on another field to exclude a product, the report would display data pertaining to European sales in that quarter, which are also not a part of the excluded product line.

Use these steps to add a filter to your Analyzer report.

  1. Login to the User Console, and click Browse Files to browse to the location of your Analyzer report.
  2. Open the report. Click blue plus sign next to No Filters on the toolbar near the top of the report. A workspace for filters appears at the top of the report.
  3. From the Data Source pane, click and drag a field or column into the filter workspace. The Filter dialog box appears. Notice that the values associated with the field are listed in the dialog box. You can choose one of these values, or you can enable Match a specific string to filter the report on a specific string of data.
  4. Select the value or values that you want from the Add Selected list and click the arrow to move it into the right pane. The value appears with a green check mark next to it in the right pane.
  5. After you have selected all of the values that you need from the list, click OK to exit the dialog box. Your Analyzer report displays data for the chosen values only.
  6. Save your report.

The Analyzer report is filtered and saved. You can click Undo or Reset to return to the previous version of the report.

Date Range Filters

Date range filters enable you to show only date data that meets the conditions of the filter in a report.

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Use Fields in Analyzer

Analyzer uses fields and filters to format your report. You can think of a report as a file (like a spreadsheet file), except that when you open a report or make a change, the report connects to your database so it displays the latest data. Reports are stored in a repository, so you can access reports from any computer.

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Use Measures in Analyzer

You can work with measures in several ways to accomplish tasks, such as renaming a measure, creating a calculated measure, and editing a calculated measure.

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Export an Analysis Report

You can export a report as a PDF, CSV, or Excel Workbook file.

  1. In the Analyzer toolbar, click More actions and options > Export Report, and choose the desired output format. The Export dialogue box appears.
  2. If you export to a PDF, specify how you want the page formatted, then choose one of the following options.
    Option Description
    Done Saves export settings, but does not export.
    Export Applies options and generates output. If your report includes a chart, it is included in the report, along with the table view.
    Cancel Discards all changes.

You must save the report if you want it to keep the export settings. Metadata for report author, source file location, fields used and filter summary are included in the report.

Advanced Topics

The following topics help to extend your knowledge of Analyzer beyond basic setup and use:

Troubleshooting

See our list of common problems and resolutions.

Learn more