Create your first Interactive report

Try Pentaho Data Integration and Analytics

Version

9.3.x

Audience

anonymous

Part Number

MK-95PDIA000-11

The instructions below guide you through the creation of your first Interactive report using the Steel Wheels sample data.

From the Home page, click Create New, then choose Interactive Report.
Choose the Inventory data source from the Select Data Source dialog box. Click OK.
Click Get Started on the dialog box that appears.
A blank Interactive report canvas appears.
Click and drag the Product Code element onto the report canvas until a highlighted vertical line appears. Drop it onto the report canvas.
Continue dragging and dropping these fields onto the canvas: Product Name, Product Vendor, Quantity in Stock, MSRP, and Buy Price.

The data from the chosen fields appears on the report canvas and populates with the information from the server.
Note: You can change the order of the columns by clicking the column heads and dragging the columns left or right until they are in the order you want. If you want to delete a column, just drag and drop the column title into the trash can.
Rename your report by double-clicking on Untitled in the report canvas, and typing a name in the field that appears. In Stock Report is used in this example.
After you have arranged your columns in order, apply a filter to the data by clicking on the Filter icon in the toolbar. After the Filter pane expands, drag the Product Code field onto the filter workspace.
In the Filter on dialog box, click Select from a list.
Choose items from the filter list by using one of these methods. Click on the arrows to move your selected filters on or off the filter list.
- To choose more than one item from the filter list, hold down the Ctrl key and click the items that you want to filter by, then click the top arrow to move the items to the right panel.
- Alternatively, you can choose a series from the list by holding down the Shift key and clicking on the first item you want to use, then clicking on the last item that you want to use.
- Choose individual items by clicking to highlight them, and then clicking on the top arrow to move it to the right panel.
Click Ok, then click the Save As button in the toolbar.
1. When the Save As dialog box appears, save your report using the title that you used (in Step 6) for your report. "In Stock Report" is used in this example.
2. Choose your user folder as the location. Be sure to remember this folder location and report title, as the report will be used in a later tutorial. Click Save.
If you want to export the report, click the Export icon on the toolbar and chose a format from the dropdown list for the export.

The report exports in the selected format and a paper copy can be printed from the export.

You have successfully created a simple Interactive report from scratch. See Pentaho Business Analytics for details on how to work with more complex interactive reports.