Customize Pentaho Analyzer

PDF Settings

There are a number of ways that you can customize the appearance of your company's PDFs that are exported from Analyzer. For example, Analyzer PDF exports can be personalized with a company logo and a cover page, or you can change the default font used to generate PDFs.

Collapse Business Group Folders in the Available Fields List

By default, all the Business Group Folders in the Available Fields list are expanded. You can change this setting to a collapsed view by editing the analyzer.properties file.

1. Stop the Pentaho Server.
2. Navigate to the analyzer.properties file, located at: /server/pentaho-server/pentaho-solutions/system/analyzer/analyzer.properties
3. Open the file with any text editor and locate the following lines in the file:

   # On opening the field list, collapse the business groups/folder
   # by default. Default: false
   Report.field.list.collapse=false

4. Change the Report.field.list.collapse value to true as follows:

   # On opening the field list, collapse the business groups/folder
   # by default. Default: false
   Report.field.list.collapse=true

5. Save and close the analyzer.properties file.
6. Restart the Pentaho Server.
7. Restart Analyzer. The list of available Business Group folders are collapsed, as shown in the example below:
   

Sort Options in the Available Fields List

The Available fields list in Analyzer can be sorted using the View toggle with the following sorting options:

The default sort used in an Analyzer report is based on the following priority:

1. A sort specified in an URL takes the highest priority.
2. The last sort option is automatically remembered when a report is reopened.
3. Next comes the annotation value specified on the report's cube in the Mondrian schema file.
4. A system wide setting in analyzer.properties file.
5. Last, the default value of cmdViewCategory.

http://localhost:8080/pentaho/api/repos/xanalyzer/editor?&showFieldList=true&showFieldLayout=true&catalog=SampleData&cube=Quadrant%20Analysis&autoRefresh=true&debug=true&

<Cube name="Quadrant Analysis">

    <Annotations>

              <Annotation name="AnalyzerFieldListView">cmdViewName</Annotation>

    </Annotations>

    <Table name="Quadrant_Acuals" />

    <DimensionUsage name="Region" source="Region" />

    <DimensionUsage name="Department" source="Department" />

    <DimensionUsage name="Positions" source="Positions" />

# Default field list view mode used to sort the available field

# list in the editor.  Possible values include: cmdViewCategory,

# cmdViewType, cmdViewSchema and cmdViewName

# This can also be overriden on a cube level with the annotation

# AnalyzerFieldListView

report.field.list.view=cmdViewType

Set Time Dimensions to Discrete Axes in Analyzer

1. Navigate to the /pentaho/server/pentaho-server/pentaho-solutions/system/karaf/config/web-client system directory and open the config.js file with any text editor.
2. Locate the Example Rule 9 - Disable hierarchical dates strategy code block, as shown in this example:

   
   // Example Rule 9 - Disable the continuous date strategy, to revert
   // to the old behavior (Before 8.1) that represents Time dimensions in a discrete axis.
   /*
   {
     select: { module: "pentaho/visual/role/adaptation/EntityWithTimeIntervalKeyStrategy" },
     apply: { isBrowsable: false }
   },
   */ 
   

3. Remove the /* marker and the */ marker to uncomment the EntityWithTimeIntervalKeyStrategy command.     
4. Save and close the file, then refresh the browser.

Your line and area visualizations will display Time dimensions on a discrete axis and the scatter visualization will not be able to provide Time dimensions. 

Set Number Dimensions to Discrete Axes in Analyzer

1. Navigate to the /pentaho/server/pentaho-server/pentaho-solutions/system/karaf/config/web-client system directory and open the config.js file with any text editor.
2. Locate the Example Rule 10 - Disable the continuous number strategy code block, as shown in this example:

   // Example Rule 10 - Disable the continuous number strategy, to revert
   // to the old behavior (Before 8.2) that represents Number dimensions in a discrete axis.
   /*
   {
     select: { module: "pentaho/visual/role/adaptation/EntityWithNumberKeyStrategy" },
     apply: { isBrowsable: false }
   },
   */ 
   

3. Remove the /* marker and the */ marker to uncomment the EntityWithNumberKeyStrategy command.     
4. Save and close the file, then refresh the browser.

Your line and area visualizations will display Number dimensions on a discrete axis and the scatter visualization will not be able to provide Number dimensions