If you want to ...
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Perform these steps ...
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Start the Report Designer
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To access the Report Designer, select:
Start All Programs Pentaho Enterprise Edition Design Tools Report Designer.
To create a new report, select File New
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Define the Source of the Data
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To select a Data Source, you need to right-click on the Data Sets.
In the Pentaho Report Designer can select from a range of Data Sources. For reports based on the Data Warehouse database, select:
- JDBC:
if you intend to use SQL scripts to retrieve data from a database, or a view.
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Use JDBC to retrieve Data
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To retrieve data via a SQL script, you will need:
- a DB Connection: in here you define how you connect to the database which holds the data.
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If you intend to migrate a report between environments, it is essential that you access the Database via JNDI.
This connection can be re-used for all reports which are based on the same database.
- the SQL Queries to determine
- the fields needed for the report - any filter which may apply
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Design the format and layout of a report.
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Please refer to the information which is accessible from within the Pentaho Report Designer.
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Publish Report so that it can be used in the Web Application
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Once a report has been defined and is ready for use in the Web Application, it needs to be "published" to the BI Server. To do so:
- Open the report in the Report Designer
- Select File
Publish - The first time you do this in the Report Designer, you will need to enter the URL and BI Credentials. Make sure to tick "Remember These Settings":
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- Enter the Publish Details for the report:
- File Name/Title/Report Description: self explanatory - Location: select the folder into which the report shall be placed - Output Type: select the (default) format in which to render the report. - Lock: if you tick this box, the user will NOT be able to select alternative Output Type when the report is being run in the Web Application.
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