Use Query Editor

Pentaho Analytics
Version
9.3.x
Audience
anonymous
Part Number
MK-95PDIA004-04
To create a chart, you must first choose a data source, which contains the data you want displayed in your chart.

Follow these basic steps to define data with the Query Editor using a sample dashboard provided with the Pentaho User Console (PUC).

  1. In PUC, click Browse Files and navigate to Public > Steel Wheels. Locate the Sales Performance (dashboard) and double-click to open it.
  2. Click the Edit Content icon to edit the dashboard.
  3. In the dashboard, find the Orders by Country panel and click the Insert Content icon. In the drop-down menu that displays, select Chart.

    locations of dashboard and Query Editor icons
  4. Click OK to discard the current content.
    The Select a Data Source dialog box appears.
  5. Select the data source Orders from the list of available choices and click OK.
    The data source contains the content you want to display in your chart.
    The Query Editor appears. You can use the Query Editor to retrieve dynamic data from a database for display in a chart. Defining your query is the first step in ensuring that the correct data is selected.
  6. In the Query Editor, click the Plus Sign next to a category name to expand its associated table columns.
  7. Click the small right arrow beside Selected Columns to place Territory under Selected Columns.
    In the example below, the Territory column has been selected (shaded in red) and added to Selected Columns.
    Select columns in Query Editor
    Notice that the Column names appear under Selected Columns.
  8. Continue by adding Total in the Orders category to the Selected Columns.
  9. Click Preview to see an example table of the data.

    Query Editor preview
    When finished, click Close to exit the preview.
  10. Click OK when you have finished defining the data.
    The Chart Designer appears.
You are now ready to proceed with the tutorial steps in Use Chart Designer