Building Your First Report With Jaspersoft
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Are you building a report for a summer school project? For a mission-critical financial or healthcare system? For fun? Regardless of your end-goal, knowing how to build a report is the first prerequisite to distributing information effectively to your fellow humans. Modern reporting opens the door to using data from the latest data sources, creating beautiful visualizations, and sharing your creations using smart and powerful distribution methods.
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Building Your First Report With Jaspersoft
- 1. Building your first report with Jaspersoft How to Distribute Information Effectively to Your Fellow Humans
- 2. 2 Special Rates Available — ask your TIBCO contact today! TIBCO NOW 2018 © Copyright 2000-2018 TIBCO Software Inc. SEPTEMBER 4–6, 2018, LAS VEGAS 1 Year of Training in Just 3 Days Over 100+ sessions including hands-on labs, interactive workshops, cutting-edge code challenges, and FREE certification exams Network with thousands of attendees Attendees include some of the world's biggest companies to today’s most innovative startups. Meet with top industry experts, peers, and expert TIBCO leaders and developers. Industry-Leading Case Studies Over 35 TIBCO customers will share their solutions on how they solved some of today’s most complex challenges https://now.tibco.com/
- 3. 3 Hello from Jaspersoft! © Copyright 2000-2018 TIBCO Software Inc. Shane Swiderek Product Marketing Manager San Francisco, CA Gene Arnold Sr. Solutions Consultant New York City Area, NY
- 4. Data as a feature Winter Helping Users Reach Goals with Data Spring Embedded BI: All Things Considered Summer Modern Reporting Fall Building Data as a Feature Applications
- 5. 5 • What is a report? • What you’ll need • Introduction to report design environment • Demo • Connecting to data • Working with report bands • Add styles /branding • Publishing and sharing Agenda © Copyright 2000-2018 TIBCO Software Inc.
- 6. 6 What is a report? © Copyright 2000-2018 TIBCO Software Inc. A report is a combination of one or more data visualizations, text, images, and other elements used to communicate historical information to users Characteristics Report Dashboard Interactivity Supported Supported Drilling (down & across) Supported Supported Display Supports pagination Single page view Used for Informational work Visualizing KPIs Function Telling a story (potentially) Let users discover their story This sounds a lot like a dashboard… Reports
- 7. 7 • What is a report? • What you’ll need • Introduction to report design environment • Demo • Connecting to data • Working with report bands • Add styles /branding • Publishing and sharing Agenda © Copyright 2000-2018 TIBCO Software Inc.
- 8. 8 What you’ll need © Copyright 2000-2018 TIBCO Software Inc. JasperReports Library Jaspersoft Studio Self-serviceDistribute Secure & manage JasperReports Server (optional) • Pixel-perfect report designer • Used for creating rich reports and data visualizations • Downloaded +33k times last week!
- 9. 9 • What is a report? • What you’ll need • Introduction to report design environment • Demo • Connecting to data • Working with report bands • Add styles /branding • Publishing and sharing Agenda © Copyright 2000-2018 TIBCO Software Inc.
- 10. 10 Overview of report design environment © Copyright 2000-2018 TIBCO Software Inc.
- 11. 11 • What is a report? • What you’ll need • Introduction to report design environment • Demo • Connecting to data • Adding report elements • Add styles /branding • Publishing and sharing Agenda © Copyright 2000-2018 TIBCO Software Inc.
- 15. 15 Which edition is right for you? © Copyright 2000-2018 TIBCO Software Inc. JasperReports Library (Community edition) JasperReports Library (Commercial edition) JasperReports Server (Community edition) JasperReports Server (Commercial edition) What is it? Java library for generating pixel-perfect reports with no interactivity Java library for generating pixel- perfect reports and charts with interactivity Web server for serving reports Full stack of web reporting, dashboard, and analytic tools What is it typically used for? Embedding into applications that need static reports Embedding into applications that need static and/or interactive reports and visualizations Internal business intelligence for small teams Embedding into applications that need reporting, self-service, and interactive data Key capabilities Native integration into any Java app x x x x Export to 10 formats including PDF and Excel x x x x Interactive report & visualization viewing x x x Centralized repository to store reports, dashboards, user profiles, and more x x Allow users access to directly access reports through a web portal x x JavaScript API for seamless integration into web apps x Multi-tenancy for managing access to content & data across SaaS customers x Ad Hoc designer with intuitive drag & drop controls for non-technical users x
- 16. q & a
- 17. 17 What’s next? © Copyright 2000-2018 TIBCO Software Inc. Download Jaspersoft free software www.community.jaspersoft.com/download Try Jaspersoft commercial software free for 60 Days www.jaspersoft.com/download Questions? Contact a technical expert Send email to nam-jaspersoftdemo@tibco.com Download O’Reilly Books Next webinar: Special announcement webinar! www.jaspersoft.com > Resources
- 18. appendix
- 19. 19 Jaspersoft Editions © Copyright 2000-2017 TIBCO Software Inc. Visualizations & reporting Dashboards User self-service & analysis Data integration Commercial Editions JasperReports Professional • Java reporting library • Report designer • Professional charts • Custom data sources • Big Data support Professional Edition • Visualize.js • Ad Hoc report designer • Metadata layer • Dashboard designer • In-memory analysis • Professional data integration • Interactive visualizations Reporting Edition • Report repository • Report scheduling • User access & identity • User interface framework • Web service APIs • Mobile BI Enterprise Edition • Multi-tenancy • Audit logging • Enterprise data integration • Ad Hoc analysis UI
Editor's Notes
- Hello everyone. Thank you for choosing to spend your time with us for our webinar today—which is on Building your first report with Jaspersoft and how you can use reporting as a practice for distributing information effectively to your fellow humans. As the title indicates, we’re going to focus on the basics and need-to-know info for building a report. Jaspersoft has been a leader in reporting for many years and there is a ton of functionality that we simply won’t cover today in the interest of not overwhelming you. We will show you what’s possible with Jaspersoft and point you to resources to help you can take your reporting to the next level, but the real goal of today’s session is that you’d be able to walk away at the end and have the knowledge you need to go off and build a report with Jaspersoft on your own. As always, a few housekeeping items before we get started: This webinar is being recorded. You will receive an email within the next three days with a link to both the recording and the slides that we’ll be taking you through. Q & A. Please enter your questions in the Q & A box in the zoom portal as we go along. We’ll aim to save 5-10 min at the end to answer as many questions as we can. Let’s get started.
- Before we begin, I want to quickly mention that our annual user conference called TIBCO NOW is coming up in September. This year it is in Las Vegas and there’s a lot of great content, hands-on workshops, and best practices that will be shared on Jaspersoft as well as many other TIBCO products. If you’re interested in registering, you can follow the link at the bottom of the screen to see the agenda and learn more about the event.
- To frame today’s presentation, here is a look at where it fits into what we’re doing over the course of the year. This webinar is part of our Summer theme of “Modern Reporting” which is one of four themes or categories of content that we’re covering throughout 2018. Each of these four themes tie into the umbrella theme at the top called “Data as a Feature”. In case you haven’t attended other Jaspersoft webinars this year, “Data as a Feature” is a concept that we co-developed with O’Reilly Media earlier this year—and it explains how data can be treated as a core feature of your software applications to deliver value to your users and help them reach their goals. I will show you how to learn more about this concept at the end of our if you are interested. In the meantime, we’re going to be diving into this theme of modern reporting today and show you how to get started building your own reports with Jaspersoft.
- Here is our agenda for today. We’ll start by quickly defining “what is a report” and give you a few common characteristics of reports so that we all have a common understanding of what we’re building. Next, we’ll show the tools you’ll need to build your report, how to access them, and introduce you to the report designer we’ll be using. After that, we will start the demo and cover each of the sub-bullets listed on the screen—starting with connecting to data and finishing with publishing and sharing your finished report.
- A report is a combination of one or more data visualizations, text, images, and other elements that are collectively used to communicate “what happened” to users. This is unique to some of the other forms of analytics which are designed to diagnose why things happened or recommend some future action. Reports are really about giving an account of the truth or what we know for certain took place. On the right are a few examples of reports created with Jaspersoft. There is a common misconception that all reports look like the document on the far right. Printed reports are very much still in use, but modern reports can be made much more attractive and can contain a lot of functionality—some of which we’re going to dig into and share with you today. [build] If you’re sitting there wondering to yourself, “that description sounds a lot like a dashboard”. You are not alone. As reports gained a lot of this new functionality and began being consumed increasingly on the web, there has been a considerable amount of overlap in the roles and characteristics of reports and dashboards. [build] Without getting too philosophical, here is a basic comparison of characteristics for reports vs dashboards: Reports and dashboards both support the ability for users interact with data. Examples of interactivity are things like filtering and sorting. In fact, the second characteristic—drilling—is also a form of interactivity and is supported by both. This allows users to drill down into hierarchical data to see details of some aggregated view or drill across to see views related to the one the user is looking at Where reports and dashboards begin to deviate is in how they are displayed. Reports support the use of multiple pages whereas dashboards are single page views or interactive screens. Reports are used for informational work and for looking at things like progress over time whereas dashboards are for visualizing key performance indicators and giving users an at-a-glance understanding of high-level metrics. The last characteristic is perhaps the most important distinction. The function of a report is often to tell a story. Reports are a record of what happened. If you need to govern what information your users are consuming, that is one of the primary functions of reports. Dashboards, on the other hand, are intended to be more exploratory and give your users the ability to navigate around data to form their own stories.
- Technically the only thing you’ll need to build your first report with Jaspersoft is our report designer called Jaspersoft Studio. Jaspersoft Studio is extremely powerful and is often referred to as a pixel-perfect designer because it gives you control over the design of your report down to the pixel level. Last week, it was downloaded over 33 thousand times! JasperReports Library is a Java library that is used to generate reports that are created in Jaspersoft Studio once your design is complete. It is available both standalone as well as embedded conveniently inside Jaspersoft Studio. If you want to a way to distribute your reports to your team or colleagues, and also provide a centralized repository for all of your reports, you can download JasperReports Server. Each of these products comes in a free and paid version and we’ll show you the differences between each at the end.
- Before we jump into the demo, I want to very quickly get you acquainted with the Jaspersoft Studio design environment.
- What is your experience level with building reports using a report design tool? Very experienced but not with Jaspersoft. Some experience but not with Jaspersoft Very experienced with Jaspersoft. I’m here for a refresher / to see what’s new Some experience with Jaspersoft. Little to no experience with any tool. I’m here to learn!
- Why are you building a report? Personal or school project Need for internal reporting at my company Need for external reporting at my company (reports for our customers) Other
- Reasons to choose Community Library: You just need to provide users with static reports from an operational database Reasons to choose Commercial Library: You need to provide users with interactive reports and charts from an operational database Reasons to choose Community Server: You have a small internal team that you want to deliver reports to You need interactive reports but don’t need dashboards You want to organize reports in a centralized portal that your users can access on their own Reasons to choose Commercial Server: You want to give your customers highly interactive and intuitive data experiences in your web app You are embedding analytics into your SaaS application(s) or other publicly distributed product or service You want to provide self-service analytics to your users
- (Special announcement webinar is related to JR.io. Date is Coming Soon. You can tell the audience that the announcement is related to reporting and data visualization and that we are very excited about it but we aren’t able to share more detail at this time).
- Jaspersoft is an embeddable reporting and analytics platform designed for software companies. Let’s start by doing a quick overview of Jaspersoft. I want to introduce you to a few important aspects of who uses it, what it does, why our platform is particularly well suited for software builders.