Create your first Analyzer report

Try Pentaho Data Integration and Analytics

Version
10.2.x
Audience
anonymous
Part Number
MK-95PDIA000-16
The instructions below guide you through the creation of your first Analyzer report, using the Steel Wheels sample data.
  1. From the User Console Home page, click Create New, then choose Analysis Report.
  2. Choose the SteelWheels:SteelWheelsSales data source from the Select Data Source dialog box. Click OK.
    A blank Analyzer report appears.
  3. Click and drag the Territory element and drop it into the Rows field. Click and drag the Years element and drop it into the Columns field. Click and drag the Sales element into the Measures field.

    Pivot table, Analysis Report
    A pivot table with the Territory, Years, and Sales data appears and populates with the information from the server.
  4. Click and drag the Line field and drop it above Territory in the Layout column on the canvas. Right-click the Line column header and select Show Subtotals from the menu that appears.

    Show Subtotals, Analysis Report
  5. Right-click the first Sales column and select Conditional Formatting > Data Bar - Green in the menu that appears.
  6. Right-click the same Sales column and select User Defined Measure > % of Rank, Running Sum. In the dialog box that appears, select the % of Sales radio button. Click Next.

    Measure field creation
  7. Select the Each Line Column/Row Subtotal (Subtotal is 100%) radio button. Click Done.

    Measure field refinement
  8. Expand the filters canvas by clicking the Show Filters icon. Click and drag the Territory field from the Available Fields panel into the filter canvas.
    The Filter on Territory dialog box appears.
  9. In the Filter on Territory dialog box, select APAC from the list and click the top, right-pointing arrow to move it to the box on the right.
  10. Enable Parameter Name by clicking the check box in the bottom left of the dialog box. Type region as your parameter name in the text box. Click OK.

    Filter on Territory dialog box
    The report updates and shows sales data for APAC exclusively.
  11. Click the line that separates each column to adjust it for better viewing. Move the line right or left as needed.

    Sales data, Analysis report
  12. Click the Save As icon in the toolbar. When the Save As dialog box appears, save your report as Territory - Sales in your user folder (be sure you can find this folder again later) and then click Save.
You have successfully created a simple Analyzer report from scratch. You may export the report to one of several different formats or close the report. See Pentaho Business Analytics for details on how to work with complex Analyzer reports.