Showing posts with label dashboard. Show all posts
Showing posts with label dashboard. Show all posts

Monday, February 16, 2015

Exporting CDE dashboard to pdf the usage of PRD for CDE

Hello guys...

Exporting chart components as images to pdf in pentaho CDE - Simple Example

Here is the functionality of exporting CDE chart components to pdf file using PRD.

Environment :
C-Tools : V13.09
Pentaho Server : 4.8
Database : foodmart (jasperserver default database)
Web browser : Mozilla Firefox

NOTE : This post is specific to export chart component(s) to pdf but not the table component you are seeing in the images in this post.

What you can learn from this example ?
1) Make use of button component for exporting dashboard charts to PDF.
2) What is CGG component ? How you can make use of CGG component in exporting charts as images to PDF ?
3) How you can use PRD(.prpt) tool to export the images to PDF.
4) How to pass parameters in the URL when you export the dashboard charts as images in pdf file.

Example :
1) Lay out section 
* Design and develop your dashboard as per your requirement.
* Find the image below
2) Data sources section
(Talking about chart only)

* Give database connections and write a simple query which gives meaning full visualization.
* For example:
SELECT fname,customer_region_id  FROM customer LIMIT 6


3) Components section

i) Take button component from others give place holder in layout section as shown in first image
ii) Give:
Name : ExportToPDF
Label: ExportToPDF
HtmlObject: ExportPDF
Expression :
Write below code:
function sendParameter(scene){
       var url=http://localhost:8085/pentaho/content/reporting/reportviewer/report.html?solution=CDEExploring&path=%2FDevelopement%2FExporting&name=ExportPDF.prpt&locale=en_US;        
       window.location=url
}
Code image is shown below.  


Well come to know from where we are taking the code above seen in image.

Here PRD(Pentaho Report Designer) comes into picture to export the CDE dashboard charts to pdf or any other format.

Below steps are the work around  with CGG(Community Graphics Generator) & PRD

For CGG complete reference find Pedros blog here
From web details http://www.webdetails.pt/ctools/cgg.html

Steps :
1) Preview your dashboard
2) Press shift+G .. you will find pop up of CGG and URL generated for the charts in your dashboard.
    i.e., once you click shift+G , pentaho Engine generates .js files related to that particular chart(s).
3) Take that URL and paste in any web browser address bar (Mozilla is preferable).
    itll generate the images of that particular .js file(i.e., for that particular URL).
4) Your browser directly doesnt know from where the data is coming.. so you need to provide the user name and password of your pentaho(for instance: if you run pentaho on joe and password for 4.8 BA server you need to give these details)
Example:

http://localhost:8085/pentaho/content/cgg/Draw?script=/CDEExploring/Developement/Exporting/DashboardExport_BarChart.js&outputType=png&userid=joe&password=password

Note that if your chart in the dashboard is using any parameter you need to pass them by adding to the url
Syntax for adding parameters : &param_name=parameter_value  
Example : &param_country=USA

5) Now, open PRD and save the .prpt file

6) Drag and drop image to "Report Header"(Preferable band) and double click on it. Give the same URL for that image, also adjust height ,width of the image. You will find the same image that you seen in web browser here in PRD image component.(If you wont find you missed some where in the development).

7) Now publish the .prpt file to Pentaho BA server.. [the folder which you are keeping your dashboards is preferable to publish your report]
    [the same way you publish schema]

8) See the preview of the report.. there you can export generated output to different formats.. lets say pdf, xlx, html and etc.

9) After seeing the preview of the .prpt file, open the same  using" Open in New window" which generates the URL for that..

10) Give the same URL in Button component " Export" property which you can find in step 3(Components section).

Thats it.. you have done with exporting chats of dashboard to pdf and other formats..


Find the images below for the same
step 1 & 2  image:

step 3 and 4 image:


Step 5 and 6 image:


Step 7 images:


Step 10 output:

Reference :
http://www.ambientbi.co.uk/?p=357

Hoping that this tutorial is helpful also hoping that there will be direct export functionality in pentaho CDE in upcoming releases from pentaho(Pedro).

Suggestions/Improvement of post are welcome in comments box :)

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Flat Dashboard UI Kit PSD

Flat Dashboard UI Kit PSD

Type : PSD
Category : Web Elements
License : Free
Author : Prowebdesign
Download
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Tuesday, February 10, 2015

Kettle transformation as data source in Pentaho CDE OR Excel sheet as data source for pentaho CDE dashboard

Hello Guys..

Scenario : 
If you receive excel sheet or csv file as data source then how to create dashboard charts or tables in pentaho CDE ?
Like jasper here we do not have any direct way to connect excel sheet as a data source. Here in Pentaho suite we need to make use of Kettle(PDI) to work out with Excel or CSV data sources. 

Current post is an example of using Excel data source for Pentaho CDE dashboard.
This post is not using any parameters(Need to work out with parameters and update this blog post). 

Aim of the Example:
Creating dashboard charts using Excel Datasheet 
Environment :
1) PDI(Kettlle)- 4.4 stable
2) Pentaho BA server - 4.8 stable
3) Excel data source(with .xls extension)
4) Pentaho C-Tools(13.09 version)
5) Web browser(Mozilla is preferable)

 Example :
 Displaying bar chart group by summation of ranks in ascending order. (just an example data sheet)

Display names on X-axis and summation of ranks on Y-axis on Pentaho CDE chart...
Data display should be grouped by name .

NOTE:
Save your kettle file in the folder where you also saving the CDE files.
i.e., Generally in 4.8 BA server
under pentaho-solutions/your project(dashboard) folder. Bz you need to pick the developed .ktr file from data sources section.

Steps:1 Working with PDI for Excel Data
1) Drag an drop Excel Input step.
    Design-> Input -> Microsoft Excel Input ->

2) Double click on Microsoft Excel Input step and  Browse for your excel file and then Add.

3) Drag and drop "Group By" step from Design->Statistics
    Double click on it and select Group field as name
    In the aggregates select as below

       Name Subject Type Value
       name         rank           Sum

4) Connect the two Steps( i.e., connect "Microsoft Excel Input"  and "Group By"  with an Hop.

5) See the preview (Use Debug this transformation).

6) Sort the output that you got from step 5.
   Drag and drop "Sort rows" step from Design ->Transform.
   connect "Group By" step to "Sort rows" step using a hop.

7) After sorting add another step say "Group By 2" to your transformation and now see the preview of the transformation.

Kettle Design Image:

Step 2: Kettle Transformation as Data source in pentaho CDE

1) Layout section :
     Design and develop your dashboard as per your requirement.
2) Components section:
     Take a bar chart and give place holder for that using html object 
3) Data sources section:
    i) Select "KETTLE Queries"  and then click on "kettle over kettle TransFromFile"
   ii) Give name and locate your .ktr file and then write the step name from where you are getting output in your transformation.. In this example step name is : Group by 2 (note that white spaces are there in name)

iii) Give the name of this data source in component section for your chart data source. 

Thats it. you have done with working with Kettle as data source for pentaho CDE dashboarding. 

Sample output of this example



Down load source code of this example here

 References :

1) http://codeissue.com/articles/a04f273a99579d2/

     Pedros blog post:
2) http://pedroalves-bi.blogspot.in/2011/07/elasticsearch-kettle-and-ctools.html








 





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