Pentaho Interactive Reports

Procedure

1. In the Folders pane, click to expand the Public folder, then click to highlight the Steel Wheels folder.

2. In the Files pane, click on Vendor Sales, and then click Edit in File Actions.

   The Opened perspective appears with the Interactive Reports and toolbars active.

   Item	Name	Function
   1	Opened view	Displays quick access buttons across the top to create and save new Analyzer reports, Interactive Reports, and Dashboard Designer reports. Opened reports and files show as a series of tabs across the page.
   2	Data, Formatting, and General panels	Use the Data panel to drag information into a column or a row on the report. Your report display changes as you drag items onto the Report Canvas. Use Find to search for a specific field. Delete a level or measure from your report by dragging it from the Layout panel to the trash can that appears in the lower right corner of the Report panel. The Formatting panel allows you to change the font size and type on the opened report. The General panel allows you to set preferences, select a paper size for printing, and select from a variety of templates for your report.
   3	Report canvas	Shows a dynamic view of your Interactive report as you work to build it. The look of your report changes constantly as you work with Data, Formatting, and General panels to refine it.
   4	Interactive toolbar and filters	Use the toolbar functions to undo or redo actions, hide lists of fields, add or hide filters, disable the auto-refresh function, adjust settings, change the view of your report, and limit the number of rows queried. Use the filters panel to display a list of filters applied to the active report, or edit or delete filters.

Parent Topic

• Pentaho Interactive Reports

Procedure

1. From User Console Home, click Create New, then Interactive Report.

2. Choose a data source for the report from the Select Data Source dialog box. Click OK.

   NoteIf no data source is listed in the dialog box, contact your administrator for help.

3. To add your first column, click and drag a field from the Data tab in the left panel.

4. Drag the field over the report canvas on the right until a vertical line appears, then drop the field in place. This field becomes a column in your report.

5. Continue to drag and drop fields on to the report canvas until you have all of the columns of your report in place.

   You can rearrange the order of the columns by clicking on the headers and dragging the columns to the right or left of their current location. When a green line appears, you can drop the column there. You can also resize your columns by selecting the bar to the right or left of the column header and dragging it until your columns are the correct size.

6. Rename your report by double-clicking on Untitled in the Report Canvas, and typing a name in the field that appears.

7. Click the Save As in the toolbar.

   When the Save As dialog box appears, type a file name for your report, choose a location to save it in, and click Save.

Results

Parent Topic

• Pentaho Interactive Reports

Procedure

1. Log in to the User Console and click Browse Files to locate the folder containing your report.

2. Right-click the report name in the Files pane and choose Edit from the Folder Actions pane.

   Alternatively, double-click the report name to open it, then click Edit in the User Console toolbar.

3. Edit your report as needed.

4. Save your report.

Parent Topic

• Pentaho Interactive Reports

Parent Topic

• Pentaho Interactive Reports

After you save your Interactive Reports, browse for it in your Pentaho repository. You can quickly identify Interactive Reports by their icon. When the report appears, notice that the toolbar that allows you to perform certain actions on the report.

Hover your mouse over the icons in the toolbar to see which actions you can take. These actions include:

• Exporting a report as a PDF, HTML, CSV, Excel Workbook, or Excel 93 - 2003 Workbook file to be saved locally.
  • You can also export a report in Edit mode.
• Adding filters for viewing report data.
• Rearranging the report layout, such as moving, sorting, and removing columns from the report.

You cannot save any changes to your report when you are in View-only mode. However, you can click Edit in the User Console toolbar to return to edit mode and save your changes.

Parent Topic

• Pentaho Interactive Reports

If you are building Interactive Reports with a large amount of data, you might find that it is quicker to build the report if the data is not constantly refreshing or returning a large number of rows. You can manually refresh the report to view your results at any point in the process.

You can limit how often you query the data while building your report to help reduce the amount of time required to refresh the report. Use the options in the Query Settings dialog box to adjust refresh times while you are building your report.

• In the Data tab, click the Settings icon in the upper-right corner to open the Query Settings dialog box. Make changes as needed and close the dialog box when you are done.

Parent Topic

• Pentaho Interactive Reports

Child Topics

• Distinct values
• Row limits and query timeouts
• Auto refresh mode

Row limits and query timeouts

You can limit the number of rows that are displayed in your report during your design process in Interactive Reports by setting the Row Limit options in the Interactive Toolbar. You can also limit the number of seconds a query runs before a timeout occurs by selecting Query Timeout and specifying the number of seconds in the Query Settings dialog box. Imposing row limits and time-outs on queries is important to avoid out-of-memory errors, or processes that consume too many resources on the database server.

If you have exceeded the system maximum of rows, a help message appears to guide you.

To define the system maximum row limit for your Interactive Reports, ask your system administrator to review the Customize the Pentaho Server article.

Parent Topic

• Build large reports

Parent Topic

• Pentaho Interactive Reports