process that manages the data extracts and caches them in memory for fast access. Tableau 26 Architecture Gateway / Load balancer: distributes requests from clients to application servers. It provides high availability and scalability. Customers: Tableau offers desktop, web and mobile clients to access Tableau Server. - Tableau Desktop: allows you to create and edit visualizations and dashboards. - Web interface: allows you to view and interact with published views. - Tableau Mobile: optimized for mobile devices to view and interact with published views. Tableau 27 Technical Review Tableau 28 Technical Review Data Connectivity - Connects to a

1. BI Tools Comparison 2018

2. Document Description 4
Methodology tools evaluation 6
Sections / Category considered 11
Comparison tolos 13
Tableau 14
PowerBI 58
Information Builders 95
SAS 128
QlikView 176
Amazon QuickSight 228
Pentaho 255
Final compasison 295
General index
BI Analysis Tools
2

3. * For each of the analyzed tools, you may find the following table of contents
Introduction
Architecture
Technical Review
User features
Key Features
Tool Review
BI Analysis Tools
3
Tools Index

4. Document description
BI Analysis Tools
4

5. BI Analysis Tools
The document presented analyzes and compares 7 of the most powerful
Business Intelligence tolos.
The tools discussed in the slides are: Tableau, PowerBI, Information
Builders, SAS, QlikView, Amazon QuickSight and Pentaho.
Document description
5

6. Evaluation methodology tools
BI Analysis Tools
6

7. BI Analysis Tools
To carry out the evaluation, we started with an evaluation file, on which 4 main
categories have been defined (tabs): Access & Connection to Data, Explore
& Discover, Share & Collaborate and Administration
These categories, in turn, are broken down into different sections of analysis.
For example:
In the category Administration, there are the sections: Security &
Administration, Installation & Implementation, Multilanguage and
For category Explore & Discover, these are the sections: Views, Analytics
functionality, Creating Dashboards, Reports, Multi platform Y Scenario
analysis.
Evaluation methodology tools
7

8. BI Analysis Tools
Finally, the criteria have been included under the sections. On these, a weight is
marked that will mark the importance of the criteria, this will go from 0 to 4,
depending on the importance that you want to give to the criterion.
The tools will comply more or less with the criteria. For this, it will be necessary to
specify a value, which will go from 0 to 3, which will mark the degree to which a
tool meets a certain criterion. So the associated result will depend on the
importance with which the criterion in question has been marked and, the degree
of compliance that the tool has for that criterion.
Evaluation methodology tools
8
importance Criteria evaluation Criteria
Option Value Option Value
0 - No Important 0 0 - Not Available 0
1 - Good having 1 1 - Minimum 1
2 - Required 2 2 - Suitable 2
3 - Major 3 3 - Excellent 3
4 - Essential 4

9. BI Analysis Tools
Let's take as an example the category Access & Connection to Data, where
we have the Access section, which is broken down into 2 criteria: Single web
access and Independence desktop application. Let us suppose, in turn, that we
have marked these criteria as; 4 - Essential and 2 - Necessary respectively.
Suppose also that the tool has obtained the following values: 2 - Suitable and
3 - Excellent. With this we would have to:
Single web access: 4 - Essential * 2 - Suitable = 4 * 2 = 8
Independence of… : 2 - Required * 3 - Excellent = 2 * 3 = 6
To obtain the total evaluation for the analyzed section, Access in this case, we
would average the results obtained in the criteria under this section. Therefore:
(8 + 6) / 2 = 7
Finally, the sections also have a weight, which ranges from 1-6. For example,
let's say that Access is marked with a weight 5. We would have that: 7 * 5 = 35
Evaluation methodology tools
9

10. BI Analysis Tools
For the final construction of Tool Reviews, there is a section that we called
Result, Which corresponds to the screenshot shown in paragraph Tool
Review.
he Result section contains all the sections of the different categories. On
these, as we have seen, a weight (1-6) will be applied, which will define the
importance given to the sections. For the calculation, based on the score
obtained by the different tools in the different sections (average of the scores
associated with the criteria under the sections), they will be multiplied by the
weight that has been defined and will give us the final result of the tool for
each of the sections
Finally, all the values obtained in the different sections and obtain the final
evaluation will be added.
Evaluation methodology tools
10

11. Sections / Category considered
BI Analysis Tools
eleven

12. 12
Section Category Weight
Access Access & Data Connection 6
Connect to Data Access & Data Connection 6
Transformation / Data Modeling Access & Data Connection 6
Integration Access & Data Connection 6
Analytics functionality Explore & Discover 6
Dashboards creation Explore & Discover 6
Reports Explore & Discover 6
Views Explore & Discover 6
Multiplatform Explore & Discover 4
Scenario analysis Explore & Discover 3
Social skills and collaborative Share & To collaborate 5
Important content Share & To collaborate 3
Security & Administration Administration 6
Installation & Implementation Administration 6
Pricing Administration 6
Multilanguage Administration 4
BI Analysis Tools
Sections / Category considered

13. Comparison tools
BI Analysis Tools
13

14. Tableau
14

15. Introduction
Tableau
fifteen

16. Introduction
Tableau is a BI tool that is aimed at ordinary users being able to interpret and
understand the data.
Tableau has several products: Tableau Desktop, Server, Online, Mobile, Public
and Reader. All of them integrate / communicate perfectly among
themselves, fostering another of the tool's objectives: collaborative work.
Tableau
16

17. Tableau Desktop
Desktop application that allows you to generate visualizations in a simple
way. It is designed to adapt to the way of thinking of people. Available for
Windows and Mac.
Connection to very diverse data sources: relational databases, cloud, big
data, etc. It abstracts the user from advanced knowledge of databases or
programming.
Wide variety of visualizations / graphics available. Integration with simple
and powerful maps. All graphics and components have powerful
interaction capabilities between them.
Possibility to create interactive presentations, called stories within the
Tableau environment.
Advanced analysis options. Among them, the possibility of including
reference lines, prediction functions, creating formulas or calculations
through existing data, etc.
Tableau
17

18. Tableau Server
Integrated with Tableau Desktop so that, once developed a Dashboard
with the desktop version, we publish / share in Tableau Server safely.
Available only for Windows servers.
Tableau Server allows you to organize information sites, allowing for
example, categorize information by department: Human Resources,
Marketing, etc.
Accessible from browser or mobile device. To interact with the views, for
further questions about the data.
It presents powerful management capabilities: resource sharing, setting
hardware / server memory, defining data sources, security, advanced
search solutions, etc. visual interface specification permits users.
Tableau
18

19. Tableau Online
"In the cloud" version of Tableau. Saves hardware costs and installation /
configuration times.
Accessible from browser or mobile device. Allows you to interact with the
views, to ask new questions about the data.
Security. Only authorized users will be able to interact with your data and
dashboards.
Programming of data updates and, alerts in cases where data connections
are not established.
Subscriptions Possibility of subscribing to jobs, receiving notifications
directly in the email.
Tableau
19

20. Tableau Mobile
Tableau mobile version. Available in App Store (IOS) and google Play
(Android).
Interactivity and usability adapted to mobile touch devices.
Ability to modify the analysis by adding calculations and filters.
Tableau
twenty

21. Products. Tableau Public
Free version for visualization and interaction with data. Available for
Windows and Mac.
Connectivity to files / limited databases. Possibility of connecting to files:
Excel, Access, Statistical file or text file. It also connects to an OData server.
The work is saved only in your Tableau profile. It is not possible to have it
on your local hard drive.
Products. Tableau Reader
Free desktop version. You can open data visualizations created with
Tableau Desktop. Available for Windows and Mac.
Tableau
twenty-one

22. Architecture
Tableau
22

23. Architecture
Tableau provides a scalable solution for creating and delivering web, mobile
and desktop analysis.
It has a client-server, as shown in the figure below, provides services to
different customers architecture: web, mobile, tablet and software installed
on desktop computers.
Tableau
2. 3

24. Architecture
Tableau architecture consists of the following layers: data layer, data
connectors, Tableau Server components, gateway / load balancer and
customers.
Tableau
24

25. Architecture
Data layer: Tableau does not require that your data be stored in a single
system. This adapts perfectly to organizations, since they usually have a
heterogeneous data environment: databases, cubes, Excel files, etc. Tableau
provides easy options to manage the data in order to access them quickly,
thanks to the in-memory data engine.
Data connectors: includes a number of data connectors optimized for
databases such as Microsoft Excel, SQL Server, Oracle, Teradata, Vertica,
Cloudera, Hadoop and many more. Also, there is a generic ODBC connector
for any system without a native connector. Tableau provides two modes of
interaction with the data: in real time or in memory.
Tableau
25

26. Architecture
Real-time connection: appropriate for environments where databases have
an effective and optimized performance. Tableau is the front-end for many
of the most popular data bases client.
In Memory: Tableau offers a fast engine data memory that is optimized for
analysis. You can connect your data and then extract your data to gather in
memory.
Tableau Server components: work Tableau Server is controlled by the
following four server processes:
Application server: process control application server and exploration
permits for web and mobile interfaces Tableau Server. When a user opens a
view on a client device, the user starts a session on Tableau Server. This
means that an application server process starts and checks the permissions
for that user and that view.
Tableau
26

27. Architecture
VizQL Server: the VizQL process is responsible for sending queries directly
to the data source and returns a set of results that are displayed as images
and presented to the user. Each VizQL Server has its own cache that can be
shared among several users.
Data Server: allows you to centrally manage and store Tableau data
sources. It also maintains the Tableau Desktop metadata, such as
calculations, definitions and groups.
Background component: this component is in charge of updating the
scheduled extracts and administering other tasks in the background.
Tableau
27

28. Architecture
Gateway / load balancer: the gateway, routes requests to other components.
If several processes are configured for any component, the gateway will act
as a load balancer and distribute the requests to the processes. When
running in distributed environments, the primary server is designated as a
physical machine and the others are designated as worker servers, which can
execute any number of other processes. There is always a single machine as
the primary server.
Tableau
28

29. Architecture
Clients - web browsers and mobile applications: Tableau Server provides
interactive control panels to users through HTML and JavaScript (AJAX). In
addition, Tableau supports:
Web browsers: Explorer, Firefox, Chrome and Safari
Mobile devices: mobile safari, Android browser and, applications for iPad
and Android.
Clients - Tableau Desktop: designated environment for the creation and
publication of views, reports and control panels in Tableau Server. You can
also publish a complete workbook or, a data source. Tableau Desktop also
allows you to open any workbook published in Tableau Server or connect it
with any published data source, either an extract or a connection in real time.
Tableau
29

30. Technical Review
TableauTableau
30

31. VizQL is a visual language that transforms drag-and-drop actions into data
queries and then displays that data in visual form.
Technical Review
TableauTableau
31

32. Live query engine allows people to consult diverse data sources: databases,
cubes, warehouses, cloud sources and even Hadoop without advanced
programming or development knowledge.
Memory data engine is an analysis database in memory, focused on
overcoming the limitations of existing data warehouses. This technology uses
the entire memory hierarchy of the disk up to the L1 cache.
The Tableau Online product is a solution in the cloud, which allows users to
share visualizations and data sources, abstracting them from the
administration of the hardware.
It allows the integration with R, allowing the use of the functions of R, its
libraries and even saved models.
REST API that will allow developers to manage resources programmatically
via HTTP.
Funcionalidades Técnicas
TableauTableau
32

33. User features
TableauTableau
33

34. User features
Data Sources: it is a reusable connection to data.
Data Sources published (in real time), contain information connection
independent of the workbooks.
Data Sources embedded (extract) contains connection information and is
associated with a workbook.
TableauTableau
3. 4

35. User features
Workbooks: like workbooks in Excel. They contain one or more sheets, which
can be: worksheets, dashboard and stories. Let you organize, save and share
results.
Leaves: where data views to drag and drop fields on the shelves are created.
TableauTableau
35

36. User features
Cards and shelves: cards are containers for shelves, legends and other
controls.
TableauTableau
36

37. User features
Dashboard: combination of several views that can arrange for presentation
or to monitor.
History: is a sequence of views or dashboards, which are used together to
display information.
TableauTableau
37

38. Key Features
TableauTableau
38

39. Key Features - Access & Data Connection
TableauTableau
39
Connect to Data
Archive • Ability to set file as the source data. For example: Excel, CSV, XML, Text.
In Tableau, it allows the connection to Excel files, text files, Access files, statistics files or other files, such
as workbooks or data extractions from Tableau. There is also a data interpreter that allows cleaning tasks
on the files to which it connects. In addition, if you use the interpreter, it allows you to inspect the changes
or incidents that you resolved and how you did it.
Possibility of carrying out advanced operations on files: convert information to table, possibility of editing
the names of columns, data types, possibility of dividing columns by delimiter, etc. (see data-with-files).
Bases de datos • Connections to databases. For example: Oracle, SQL Server, MySQL, PostgreSQL, Teradata, IBM
DB2, etc.
It includes a good number of connectors for databases. Among the main connectors are: Oracle, Firebird,
HP Vertica, Microsoft SQL Server, MySQL, Oracle, PosgtgreSQL or Teradata. Also, it has a generic
ODCB connection for any system without a native connector (see connection-db).

40. Key Features - Access & Data Connection
TableauTableau
40
Connect to Data
files SAS • SAS7BDAT reading files SAS
Allows seamless connection to SAS (* .sas7bdat), simply: Connect> Archive statistics. It supports a
single table per file statistics. Once the file is loaded, you can perform various operations: data display,
manipulate metadata fields and rows sort, hide / rename fields, etc. (see statistical-file)
Cloud / Big Data • Ability to connect with Big Data environments or Cloud, type Hadoop, Spark, Microsoft Azure, etc.
Tableau It is aligned with the most cutting-edge advances in database managers, including the already
established databases NoSQL and distributed environments for processing files, as Hadoop or Spark.
Tableau It has connectors Spark SQL, Google BigQuery, Cloudera Hadoop, MapR Hadoop Hive,
Splunk, DataStax Enterprise, etc.
Some success stories where it has been used Tableau Big Data environments are: yellow-pages-Canada,
mappy or progressive-insurance.

41. Key Features - Access & Data Connection
TableauTableau
41
Connect to Data
OLAP cubes • Connecting to OLAP cubes
As other data sources, you can work with OLAP cubes in offline mode. including calculated members in
MDX is allowed. OLAP data sources available are: Oracle Essbase and Microsoft Analysis Services
(MSAS). There are certain limitations onTableau when we connect to a cube, such as aggregations
calculation functions: SUM, AVG, CNT, can not be overwritten dimensional cell values, can not be grouped
measures can not be created hierarchies, etc. However, for these limitations alternative approaches that
would lead us to the same result could be taken. (see tableau-OLAP)

42. Key Features - Access & Data Connection
TableauTableau
42
Connect to Data
Other services • In addition to the previous mentioned data sources, possible connection to other environments such as
web pages, social networks, code repositories, CRMs (salesforce, Microsoft Dynamics, etc), Google
Analytics
In Tableau you can also access other sources not as common data such as web pages. To do this, it
would be necessary to create a web connector, which will process these data (JSON, XML or HTML). For
this purpose, it uses the SDK would, through Javascriptand HTML. also comment that in the community
have already created certain Web connectors, eg for JIRA,MapBox, Fitbit, etc. Furthermore, the
connection is allowed toCRMs, as salesforce, SAP (SAP Hana, SAP Sysbase ASE, Etc.), analytical sites
to sites, such as Google Analyticsservices and other sources. (see connecting-salesforce and
connecting-Google-analytics)
Offline mode • Availability of having data in memory for agility in response time
• Ability to view data offline
When we connect to data sources, Tableau can maintain a connection real time or, memory. Since the
data engine can access disk storage and RAM and cache, it is not limited by the amount of memory in a
system. There is no requirement that the entire data set is loaded into memory to achieve their
performance goals

43. Key Features - Access & Data Connection
TableauTableau
43
Transformation / Modeling Data
Interface
development
• Development and modeling will be simple and will not require the end user advanced programming
knowledge. In addition it will provide an interface for development, either via web or through a desktop
application
The development interface is extremely intuitive and will allow users to create visualizations very simply,
simply drag and drop components and make small adjustments. The development of visualizations can be
done from the desktop version or from versionServer or On-line. They are not intended to replace the
desktop version, but also offer certain capabilities when creating / viewing analysis. Of course, there are
also more advanced operations, such as creating expressions / custom formulas or expressions LOD
LOD. Here, things are not so trivial.
Combination of
different data
sources
• Combination of different data sources
Multiple data sources in a few connection can be made to one or "clicks". In addition, these sources may
be combined in the displays to be created. Logically, when we combine different data sources, they have
to have columns in common (see combination-data-sources-different).

44. Key Features - Access & Data Connection
TableauTableau
44
Integration
Interface
development
• Customized Portal
Tableau allows the embedding of views within web pages, blogs, wiki, intranet portals. These, follow the
same conditions as those present in Tableau Server in terms of licensing and restrictions. That is, to see
an embedded view, the person accessing the view must have an account in Tableau Server. You can
embed the views in two ways: through the share button present in the views, which generates the code
that can be copied and pasted into the desired web page or, by entering the custom embed code (see
embed-views).

45. TableauTableau
Four. Five
Views
Graphics • Ability to format / configure graphics
• Advanced charting types: bubbles, heat maps, gantt, waterfall, funnel, etc.
The graphics can be created / modified in a very simple way with a few mouse "clicks". The rack marks,
gives the user a great potential for personalization to the user, being able to establish colors / shapes for
the categories, establish descriptions and labels, etc. Regarding the types of graphics, Tableau Desktop
offers a variety of visualizations: areas, lines, bars, map, tree diagrams, etc. In addition, it is possible to
build other more advanced graphics (Pareto diagrams, cascade graphics, funnel, etc.), in a non-direct
way, as shown in the training videos of your website (Section "How to do it” https://www.tableau.com/es-
es/learn/training
Trends /
References
• Possibility to visualize or generate trend lines in a simple way, allowing the configuration of these
(average, linear, etc.) and, reference lines (markers), with different customization options
As long as you are working with numeric data, Tableau, in its Analysis panel of the worksheets, gives the
possibility of showing and configuring trend lines. Among the options that could be configured are the Type
of model: linear, logarithmic, exponential or polynomial, and other Options such as: showing the
confidence bands, allowing different trend lines by color, etc. In addition, you can export the data from the
trend line to Access format. As for the reference lines, they can also be shown, through the Analysis panel.
There are several configuration options on the reference lines, select the value to build the line, the label
to be displayed, the format of the line, etc. (see trend-lines and lines-reference).
Key Features - Explore & Discover

46. TableauTableau
46
Funcionalidad Analítica
Fórmulas • Possibility of incorporating new variables from custom calculations / formulas
• Existence of predefined functions. Functions for the calculation of% growth, trends, inclusion of
financial functions, temporary functions, etc.
You can create fields calculated from the data present in the analyzes. To do this, just click "right" in the
data panel and "Create calculated field". Here, we will have several predefined functions depending on the
type of data. For example: ABS, COS, SIN, FLOOR, etc. for Numbers, CONTAINS, LOWER,
STARTSWITH, etc. for Chains. In addition to these types of data, there are predefined functions for Dates,
Type Conversion, Logic and Sets. Especially interesting are the User functions, which allow us to access
the information of the authenticated user, his name, the group to which you belong, etc. and Table
Calculation functions: FIRST, MAX, RUNNING_SUM, RANK_DENSE, etc.
You can perform calculations in another way, the so-called level of detail expressions LOD (see
expressions-LOD). With these, we can calculate the aggregations that are not in the level of detail of the
view. For example, we might want to see, the frequency of orders placed by customers or, we might want
to calculate, the contribution of each country to global sales (more examples in: LOD-expressions)
Key Features - Explore & Discover

47. TableauTableau
47
functionality Analytics
Forecasting • Allows predictions based on predefined algorithms
Forecasting or prognosis, as is currently known within the environment Tableau allows generating, from a
statistical model predictions about the data. To make predictions, we need in the analysis, at least one
date field, a move to 5 data points. Estimation options can be changed, allowing you to select the date
range that will predict, select the dataset to consider in the forecast, or confidence intervals, the prediction
model. At this point, we have some restrictions, we can not make predictions about cubes on table views
with calculations or measurements or unbundled dimensions (see https://www.tableau.com/es-
es/learn/tutorials/on-demand/forecasting).
Statistical tools
/ data mining
• Integration with external tools to add functionality predicitivas (R, Weka, Python)
In Tableau, you can access the functions and statistical models R. To do this, you need access to a server
R to be accessed either from Tableau Desktop or from Tableau Server. There are 4 integrated
functionsTableau: SCRIPT_REAL, SCRIPT_STR, SCRIPT_INT, SCRIPT_BOOL. All these models are
used to invoke specific features and R and the only difference between them is the kind of result
generated. There are some limitations:
You can not be exported from Tableau R directly to run new models, if not by the SCRIPT_ functions *
They can not be imported visualizations created in R to Tableau
can not import data sets R to Tableau. However, it is possible to use R and export data through a
supported data source,.csv for example, and then display it in Tableau (see how-integrate-r-and-tableau
and using-r-Within-tableau).
Key Features - Explore & Discover

48. TableauTableau
48
functionality Analytics
Data Discovery • Interactivity between graphics and other components. As the user selects certain parts of
Dashboard.The graphics will be updated as appropriate
Available in Tableau of a Dashboard fully interactive and integrated, it is quite simple. In order to obtain it,
we need to use basically 3 elements:
• Filters: Cut the data you are viewing. Within these settings, you can specify its scope. If you
select Apply to worksheets> All using this data source, we will make any changes on the filter
affects all components sharing the data source. (see quick-filters Y additional-filtering-topics)
• Parameters: Provide a single result in another element. Useful when the value has been
incorporated into another element, such as a filter, a set, or reference line calculated field. We can
link multiple views of the same parameter. (see parameters)
• Actions: There are 3 types of actions: filter, that filter (when "click"About a country on a map, for
example) or shoulder, protruding (when mouse over a country for example). URL actions,
including field values ​​as dynamic entries. The latter could be used for example to display the
Wikipedia entry for the selected country. (see dashboard-interactivity-using-actions).
Key Features - Explore & Discover

49. TableauTableau
49
functionality Analytics
Maps
integration
• Possibility to display data on maps in a simple way. The maps can be integrated via:country, City, zip
code, latitude & longitude
• Interactivity map. Possibility of clicking on the locations shown on the map and modify the content of
these other components within the Dashboard/Panel
• Heatmaps. Possibility of certain color intensities based on the underlying securities.
Tableau allows the integration of maps into your visualizations. Tableau has an internal database that can
recognize the names of common geographical areas, such as country, state, city, etc. If the tool does not
automatically recognize a geographical role, it can become at the appropriate level from the context menu.
For any geographic column we have in sight,Tableau automatically generated torque: latitude, longitude
associated. It may happen, that no correspondence between the geographic role and internal database of
Tableau. In these cases, they may be edited unrecognized locations.
We can show on maps, brands or different sizes and shapes, we are able also to show maps choropleth.
You can add a browser to the map, besides the usual zoom options. several configuration options on
maps, like the layers show is also presented: costa, country boundaries, state names, etc. Additionally,
you can set background maps from MapBox (see maps-tableau and MapBox-integration).
Key Features - Explore & Discover

50. TableauTableau
fifty
Multi platform
Mobile
platforms
• Availability in different mobile platforms: Android, iOS, Windows Phone
• Mobile version of the tool provides the user with features sharing / collaboration with other users
One of the products offered Tableau, is Tableau Mobile, Native applications available iPhone, iPad and
devices Android. We may edit or interact with displays from mobile devices intuitively, since the
controlsdashboards They adapt automatically to these devices.
In the case of iPad Y iPhones, Will be available favorite user views as high-resolution images even when
working offline. Ability to subscribe to relevant information from the application.
Key Features - Explore & Discover

51. TableauTableau
51
capabilities social and collaborative
Alerts and
notifications
• Ability to receive alerts or notifications. You are notified, for example, when a threshold is exceeded
preconfigured.
Default, Tableau integrates 3 types of alerts. They shall be notified via mail periodically based on an
established configuration. To work properly, you must configure the SMTP server that will useTableau
Server to send mails.
• Subscriptions views
• Mail alerts for system failures
• Alerts based on disk utilization, and can configure sending mails when certain thresholds are exceeded
pre-configured
To receive alerts and notifications based on variables used in displays, Tableau It not included but there is
an alternative developed by the community Tableau which provides it with this functionality (see
https://community.tableau.com/docs/DOC-7329)
Key Features - Share & Collaborate

52. TableauTableau
52
capabilities social and collaborative
To export • Export Graphics /dashboard PDF, PNG
• Export values ​​to CSV, XLS / XLSX
• Share dashboard with other users without access to these data sources. The data will be packaged /
included within itselfDashboard
• The tool allows you to export the data sources so that they can be loaded later
Tableau It offers the ability to download a display shown from Tableau Server or Tableau On-line to
subsequently loaded from Tableau Desktopand to modify it. In addition, we also export a display image
data (format.txt), Crosstab or PDF. The displayed content can also be shared with other users via mail. In
this case, you would be asked to issue user credentials before they can view the content. As already seen
in some previous point, the data can be packaged in the workbook.
distribution
planner
• Delivery of reports /dashboards via mail
In Tableau, the contents are created from application Desktop to subsequently publish either version
Server or in the On-line. Tableaua scheduler has no content itself. However, this functionality could be
achieved otherwise. To do this, it would make a small script to take care of this task (see
http://kb.tableau.com/articles/knowledgebase/using-tabcmd).
Key Features - Share & Collaborate

53. TableauTableau
53
Security & Administration
Security • Level permissions Report /Dashboard
• Data-level permissions
• Application of Statistical Secrecy (LOPD). Hiding sensitive information
• Integration with third-party authentication services (CAS, LDAP, AD, etc)
• The information is always displayed based on the roles to which users belong, limiting the information
to be displayed as appropriate
In Tableau there are 3 levels of security: access, object and data. Regarding access security,Tableau
Server supports 3 types of authentication: microsoft Active Directory, Local authentication administered
Tableau Server and reliable authentication creates a relationship of trust between Tableau Server and
one or more web servers. As for security purpose, the contents published, as data sources, workbooks
and views, can be administered with permits for typical actions view, create, modify and delete. You can
create groups to facilitate permission management, such as "marketing users."
Finally, data security can be achieved through capacity Table auto have filters which, depending on the
user or group, the data displayed is restricted. There is also the possibility of configuring communications
between Tableau Desktop and Tableau Server for HTTPS.
Key Features - Administration

54. TableauTableau
54
Security & Administration
Security • Security integration via JDBC
• Integration Application Servers
On the point Data Access & Wireless> Integration> Custom PortalAs we have seen that they can
"imbibe" views on personalized portals (see embed-views), So that integration with common applications
servers, could be carried out smoothly. However, it is worth noting that, despite views to embed within an
application within all application servers would not be possible to deploy Tableau Server on all servers.
This would only be possible toMicrosoft Windows Server 2008 SP2 or later.
Tableau accepts impersonation, through which allows a user to act on behalf of another user account. So
that you can set Tableau Y Microsoft SQL Server for impersonation user database, so that the account
database used by SQL Server Tableau Server conduct inquiries on behalf of users of the database SQL
Server, which are also users Tableau (see impersonalization, impers_requirements, impers_how).
Roles user /
group
• Possibility of establishing roles for Users / Groups
As already mentioned in the Security section, published content, such as data sources, workbooks and
views, can be administered with permits for typical actions view, create, modify and delete. You can create
groups to facilitate permission management, such as "marketing users."
Key Features - Administration

55. TableauTableau
55
Installation & Implementation
Citrix • Possibility of development in virtualized servers (Citrix MetaFrame, XenApp)
Tableau products work in virtualized environments when they are configured with the appropriate hardware
and operating system. We would install the tool and, subsequently, we would need to activate it with the
product key
volumetry • Ability to work with large data volumes
A Tableau extraction (* .tde) is a subset of data that we can use to improve the performance of your
workbooks. These extractions are based on columnar models, which means that the data is stored in
column sections, which allows maximum compression of the data. An extract from Tableau is not a
replacement for the Data Warehouse, so it is important that the underlying servers and databases are
powerful. In the following link, some tees made with Tableau Desktop and different datasets can be seen:
http://blog.crgroup.com/how-much-data-can-tableau-handle/
Tableau Server
Tableau Server can be configured for high availability. For this, it would be necessary to make the
configuration to integrate redundancy, which reduces the possibility of inactive time. The four areas that
require redundancy are the data engine, repository, and link processes, and the primary Tableau Server.
Obviously, this type of configuration requires several nodes. The minimum configuration for high
availability is a three-node system (see high-availability). To install Tableau Server in several nodes, you
must have a license for multi-machine cores from Tableau Server
Key Features - Administration

56. Tool review
TableauTableau
56

57. Tool Review
TableauTableau
57
Section Tableau
Access 36.0
Connect to Data 58.2
Transformation / Data Modeling 50.0
Integration 34.5
Analytics functionality 63.2
Dashboards Creation 36.0
Reports 24.0
Views 72.0
Multi platform 36.0
Scenario analysis 18.0
Social skills and collaborative 39.5
Important Contents 27.0
Security & Administration 39.3
Installation & Implementation 52.7
Pricing 48.0
Multilanguage 32.0
Total 666.4

58. PowerBI
58

59. Introduction
PowerBIPowerBI
59

60. Introduction
Power BI transforms corporate data into visual objects, allowing the user to
focus on what really matters.
It consists of a set of business analysis applications that enable analysis of
data and information sharing.
PowerBI
60

61. Power BI Desktop
Ease of creating visualizations. Simply drag and drop the items where
desired.
Transforms / modeling and data cleaning.
Ability to share / publish the information.
PowerBI
61

62. Power BI
Cloud version of Power BI. Service that reports subsequently be accessed via
Power BI Desktop or Mobile will be published.
Possible connection to a variety of data sources.
Customized content. These include panels, reports and data sets containing
a series of displays.
Groups Power BI adds collaboration capabilities to make everyone use the
correct data.
REST API open to enable the integration of apliciones / services.
PowerBI
62

63. Power BI Mobile
Version adapted to mobile devices. It has native applications on Windows,
iOS and Android.
Data-driven alerts to keep updated with the most current data.
Possibility of sharing reports and dashboards. Annotations can also be
performed on the displays for the rest of team members to see.
PowerBI
63

64. Power BI Gateways
Tool that acts as a bridge between the Power BI service and data sources,
taking care of your soda or upgrade.
It installs and runs as a service with the Windows account. Only available in
the Pro version Power BI versions of Windows 64 bits.
Useful to refresh local data sets loaded from: books Excel 2013 or later, or
Power BI Desktop files. Different data sources on which settings can be
made, depending on the version: Personal or Enterprise.
Ability to schedule the frequency with which the data will be refreshed.
Data traffic between Power and Power BI BI Gateways service is done safely
through Azure Service Bus.
PowerBI
64

65. Architecture
PowerBI
65

66. Architecture
Each implementation of Power BI consists of two clusters: a front-end web
(WFE) And a back-end.
PowerBI
66

67. Architecture. Front-end
WFE manages the authentication process
and initial connection
AAD It provides tokens for connections to
users
He Azure Traffic Manager directs traffic to
the nearest data center
Power BI uses Network Azure content
delivery (CDN) to effectively distribute the
necessary static content and files to users
depending on the geographic region
PowerBI
67

68. Architecture. Back-end
The back-end cluster reports on how customers interact with authenticated
service Power BI. Manages displays, panels, datasets, connections, etc.
The role Gateway liaises between user requests and Power BI service.
PowerBI
68

69. Architecture. Data Storage
Power BI uses two repositories for storing and
managing data.
The data stored by users, typically target
Azure BLOB. An example would be when a
user imports an Excel file into a workbook, in
this case the data would be stored in
memory (for 1 hour approx.)
Metadata and artifacts of the system itself are
stored in SQL Azure Database. For example,
information to be sent to this store will be:
dashboards, reports, recent data sources,
workspaces, etc.
PowerBI
69

70. Technical Review
PowerBI
70

71. Power BI consists of a number of components, harmonically integrated.
Power Pivot: It is the engine that performs all calculations (in memory),
brings together all the data and creates the analytical model that can be
exploited later with other tools
Power Query: solution for data easily with search functionality, processing
and cleaning them
Power View: data visualization tool for exploring data simple, intuitive and
interactive way
Power Map: 3D display to map, explore and interact with the geographic
and temporal data.
Technical Review
PowerBI
71

72. Technical Review
Cloud: Power BI is a cloud service that allows users to view and analyze data
easily.
Allows the execution of scripts R and import the resulting data sets in a data
model of Power BI Desktop.
DAX: collection of functions, operators and constants that can be used in a
formula or expression, thus being capable of creating information from other
data already.
Queries in Natural language (so far only supported in English). Feature that
makes the difference compared to other tools in the market, asks questions
of their models and the system is capable of performing filters, systems and
clusters that satisfy your question generating new graphics as a result.
Power BI can be extended using REST APIs that facilitate the development
tools integration with Power BI.
PowerBI
72

73. User features
PowerBI
73

74. User features
Data origin: It is the location where the data actually come. For example:
Google Analytics, a SQL data or local file, etc.
Datasets: It contains information about the data source, the user credentials
and, most often, a subset of data copied from this data source.
PowerBI
74

75. User features
Report: composed of one or more page views (graphics and images). A
report may be associated with several panels can be created using data from
a dataset and that report could be imported into Power BI.
PowerBI
75

76. User features
Panel: It is a single canvas that contains one or more icons or widgets. Each
icon shows a single view created from a dataset and anchored to the panel.
A panel displays can display many different data sets and reports.
PowerBI
76

77. Key Features
PowerBI
77

78. PowerBI
78
Key Features - Access & Data Connection
Connect to Data
Archive • Ability to set file as the source data. For example: Excel, CSV, XML, Text.
Power BI allows obtaining data files Excel, CSV, XML, Text, JSON and even lets you import metadata
and links about files in a folder.
Databases • Connections to databases. For example: Oracle, SQL Server,MySQL, PostgreSQL, Teradata, IBM
DB2, etc.
It includes a number of data connectors optimized for databases. Among the main connectors they are:
Access, IBM DB2, SQL Server, MySQL, Oracle, PosgtgreSQL Y Teradata Also it has a connecting
ODCB generic for any system without a native connector.
SAS files • Ability to connect with Big Data environments or Cloud, type Hadoop, Spark, Microsoft Azure, etc.
PowerBI integrates some possibilities for communication with Cloud and Big Data environments. Some
possibilities in the Cloud section are the possibility of obtaining data Azure HDInsight Spark (Beta) or
microsoft Azure Document DB (Beta) version NoSQLMicrosoft oriented documents. SincePower BI also
given the opportunity to connect with Apache Hadoop (HDFS) or Spark (Beta).

79. PowerBI
79
Key Features - Access & Data Connection
Connect to Data
Cloud / Big Data • Ability to connect with Big Data environments or Cloud, type Hadoop, Spark, Microsoft Azure, etc.
Power BI integrates some possibilities for communication with Cloud and Big Data environments. Some
possibilities in the Cloud section are the possibility of obtaining data Azure HDInsight Spark (Beta) or
Microsoft Azure Document DB (Beta) NoSQL version oriented to Microsoft documents. Since Power BI
also given the opportunity to connect with Apache Hadoop (HDFS) or Spark (Beta).
OLAP cubes • Connecting to OLAP cubes
With Power BI, we can access SSAS multidimensional models. To do this, from the window of "Get
Data", selectDatabase> SQL Database Server Analysis Services. With this type of connection,
consumption various elements are supported, including: KPI trends, default members, dimension
attributes, hierarchies, etc. There are also some restrictions on the use of multidimensional models. (see
https://powerbi.microsoft.com/es-es/documentation/powerbi-desktop-ssas-multidimensional/)

80. PowerBI
80
Key Features - Access & Data Connection
Connect to Data
Other services • In addition to the afore mentioned data sources, possible connection to other environments such as
web pages, social networks, code repositories, CRMs (salesforce, Microsoft Dynamics, etc), Google
Analytics
PowerBI has the ability to connect to a variety of services. InPower BI can access information as directory
services Active Directory, CRMs as Dynamis CRM Online or Salesforce (possibility of access to
objects or reports, powerbi-content-pack-salesforce) Social networks like Facebook, Code repositories as
Github (powerbi-content-pack-github), Service providers email marketing as MailChimp and many others.
Offline mode • Availability of having data in memory for agility in response time
• Ability to view data offline
We have the ability to work offline mode via the product Power Mobile BI. This, will allow access to the
latest information, even with limited connectivity. This is possible thanks to the behavior of the application
every 2 hours, updates the contents of the views and the “caches" so that they are accessible even with
limited connectivity (so far available for Android devices and iOS, (see offline-capabilities-for-power-bi-
mobile-apps).

81. PowerBI
81
Key Features - Access & Data Connection
Transformation / Modeling Data
Interface
development
• Development and modeling will be simple and will not require the end user advanced programming
knowledge. In addition it will provide an interface for development, either via web or through a desktop
application
Power BI Desktop has an intuitive interface development will allow users to create analysis of a very
simple way. Basically, it is sufficient that the user select the items to display and drag on the view, then you
can adjust and format the graphic objects as desired.
Generally speaking, it has a great usability. However, other operations, such as creating measures /
custom columns that require more advanced skills.
Combination of
different data
sources
• Combination of different data sources
To combine different data sources PowerBI, Simply go to the option Edit queries> combine queries,
Where we can select queries to merge, and the type of combination (similar to JOINS: LEFT, RIGHT,
INNER, etc.). Clearly, if the merge process is satisfactory, the data sources must maintain columns in
common.

82. PowerBI
82
Key Features - Access & Data Connection
Integration
personalized
Portal
• Possibility of integration into an external portal (Liferay, Sharepoint, etc)
The PowerBI team is studying the possibility of integration and reporting and dashboards with online
pages in SharePoint (see power bi Ideas).
Additionally, with Power BI, it is possible to integrate reports and icons from a Power BI account by
inserting an IFrame element in an application, such as a mobile application or a web application (see to
integrate power bi tile).

83. PowerBI
83
Views
Graphics • Ability to format / configure graphics
• Advanced charting types: bubbles, heat maps, gantt, waterfall, funnel, etc.
Once configured the data sources, managed relationships and other operations are required, we can
create reports quickly and intuitively.
From the report view, you can create visualizations that can then be published in Power BI, and anchored
to a panel. From the side panels Visualizations and Fields, we can configure the analyzes. To do this, we
will select the desired fields and the visualization that best suits the analysis that wants to be done.
Subsequently, adjustments can be made to the graphics: colors, labels, title, etc.
Key Features - Explore & Discover

84. PowerBI
84
Views
Trends /
References
• Possibility to visualize or generate trend lines in a simple way, allowing the configuration of these
(average, linear, etc.) and, reference lines (markers), with different customization options.
They can be displayed and configured reference lines Power BI (see baselines). For this purpose, there
are two possible options:
• Through the side panel Views, Activate the option Reference line and it gives you the ability to
set certain parameters as: value (line location), color, transparency, style, tag, etc.
• Creating a new field (column) in the data set and then using the value of said column displays to
display.
As for trends, PowerBI does not have a direct functionality to get it. However, the PowerBI team is
working on this functionality so that will probably be included in future versions of the product (see ability-
to-add-trend-line-to-charts).
Key Features - Explore & Discover

85. PowerBI
85
Analytics functionality
formulas • Possibility of incorporating new variables from calculations / custom formulas
• Existence of predefined functions. Functions for calculating the% growth, trends, including financial
functions, temporary functions, etc.
Power BI allows the creation of computed columns (see calculated columns). In this way, they can add
new data to an existing table in the model. To create this column, a formula expression data analysis
(DAX) defining column values ​​will be created.
The DAX formula language (see language dax) Includes a library of over 200 functions, operators and
constructions. These formulas are very similar to Excel formulas, in fact, it has many of the functions that
integrates Excel.
Forecasting • Allows predictions based on predefined algorithms
Functionality not directly available PowerBI. Still, it could be reached by relying on getting the power tool
gives the DAX expressions. For an example, see the following link:recursive calculations using DAX.
Key Features - Explore & Discover

86. PowerBI
86
Analytics functionality
Statistical tools
/ data mining
• Integration with external tools to add forecasting functionalities (R, Weka, Python)
In Power BI Desktop, you can run R scripts and import the resulting data sets into a Power BI Desktop
data model. This functionality is in Beta phase. In order to have this functionality, it is necessary to install R
on the local computer
.A more detailed description of the process to follow is shown in the following link: Scripts r power bi. An
example of "Forecasting” with R and Power BI can be seen here: powerbi-r.
Data Discovery • Interactivity between graphics and other components. As the user selects certain parts of
DashboardThe graphics will be updated as appropriate
The visualizations that we develop within the same page of the report, will be all connected to each other.
Which means that, if we select one or several values ​​in a visualization, other visualizations will change
depending on that selection. The two modes that you have to interact with the visualizations in Power BI
are:
• Filters: Remove all data except those where you want to focus. Here, we have 3 possibilities.
• Page filter: Applies to all page views Report
• Visual filter: Applies to a single view of one page of the report
• Report Filter: Applies to all pages of the report
• Highlighted: This interaction does not filter, but highlights a subset of data visible; unhighlighted
data remain visible but attenuated.
Links: filters and highlighted, incorporating filters in reports
Key Features - Explore & Discover

87. PowerBI
87
Analytics functionality
Maps
integration
• Possibility to display data on maps in a simple way. The maps can be integrated via: country, City, zip
code, latitude & longitude
• Interactivity map. Possibility of clicking on the locations shown on the map and modify the content of
these other components within the Dashboard/Panel
• Choropleth maps. Possibility of certain color intensities based on the underlying securities.
Power BI integrates with Bing to provide the coordinates of predetermined maps and facilitate the creation
of maps. Bing uses some algorithms and suggestions to try to obtain the correct location, although it is an
approximate calculation. To increase it is important to use the suggestions proposed in the documentation
(see suggestions). In the data view, Power BI allows you to categorize a column to: address, city,
continent, country or region, county, latitude, longitude, place, postal code or, state or province.
The default maps are interactive, and act as a filter / highlight on the rest of the visualizations. Finally,
there is the possibility of displaying coroplast maps (see coroplast maps)
Key Features - Explore & Discover

88. PowerBI
88
Multi platform
Mobile
platforms
• Availability in different mobile platforms: Android, iOS, Windows Phone
• Mobile version of the tool provides the user with features sharing / collaboration with other users
With Tableau Mobile, users can stay connected to data from anywhere and anytime. Currently,Power BI
has native applications for iPhone, iPad, Android and Windows 10 devices.
On mobile platforms, you will be able to see and interact with reports and dashboards and reports will be
shared assets and panels with other users.
Key Features - Explore & Discover

89. PowerBI
89
social skills and collaborative
Alerts and
notifications
• Ability to receive alerts or notifications. You are notified, for example, when a threshold is exceeded
preconfigured.
This functionality, today is not implemented in the service that Power BI offers in the cloud. However, it is
possible to use this functionality via Mobile app. Specifically, this functionality is only available for iPhone
devices. From this, we can configure alerts. The alert can be configured to receive notification when a
value exceeds a certain upper, lower or both thresholds.
To export • Export Graphics /dashboard PDF, PNG
• Export values ​​to CSV, XLS / XLSX
• Share dashboard with other users without access to these data sources. The data will be packaged /
included within the dashboard itself
• The tool allows you to export the data sources so that they can be loaded later
It is posible to export the underlying information displays to files csv. The number of rows that can be
downloaded is limited to 10000. In addition, the views can also be exported to pdf. the tool does not
currently allow the export of data sources.
Key Features - Share & Collaborate

90. PowerBI
90
Security & Administration
Security • Permissions at the level of Report / Dashboard
• Data level permissions
• Application of Statistical Secrecy (LOPD). Hiding sensitive information
• Integration with third-party authentication services (CAS, LDAP, AD, etc.)
• The information is always shown based on the roles to which the users belong, limiting the information
to be displayed when
Under Power BI, there is a complex authentication layer, which, based on local Active Directory servers,
allows users to log in (more information on powerbi security). The level of reports and dashboards security
is achieved through collaboration groups. In these, the administrator can define which users should be.
Data level security can be obtained through rules that can be defined through DAX expressions and user
roles. In this way, different users can view different contents.
In Power BI, when a group is created (only available in the Power BI Pro version), we have the possibility
of generating two types of roles: Administrators and Members. The latter, by default, can edit the contents.
This configuration can be changed so that users under the Member role can only view the contents (see
groups).
Key Features - Administration

91. PowerBI
91
Security & Administration
Security • Security integration via JDBC
• Integration Application Servers
In the point Access & Data Connection> Integration> Custom Portal, we have already seen that you
can "embed" views in custom portals (see integrate-a-power-bi-tile-or-report). However, it should be noted
that, despite being able to embed visualizations within an application within an application server, it would
not be possible to deploy Power BI on any of them, because it is a solution in the cloud.
Both in the case of integration with SSO applications, and with security via JDBC, Power BI would not be
possible. Keep in mind, that Power BI is a service hosted entirely in the cloud, so you do not have as
many possibilities of configuration compared to a service that could be integrated into the servers of the
companies
Roles user /
group
• Possibility of establishing roles for Users / Groups
A Power BI administrator can create groups and assign users to them. It is important to emphasize that
Power BI supports the creation of groups only under the Pro version of your product. Regarding the roles,
as has already been mentioned in the Security section, there can be two: Administrators and Members,
who can edit content by default, but Power BI allows modifying this behavior.
Key Features - Administration

92. PowerBI
92
Installation & Implementation
Citrix • Possibility of development on servers virtualized (Citrix MetaFrame, XenApp)
Installation in a virtual environment such as Citrix, is identical to the installation in a normal environment.
We would install the tool and then any user would have access to the desktop version of the tool.
Volumetry • Ability to work with large data volumes
When we use Power BI, the tool creates a local cache with the data it uses. Therefore, this cache is
subject to certain limits. Specifically, because that information is stored in memory, we will be limited by the
amount of memory we have in the machine and, for the amount of data that can be compressed, so, a
knowledge of how Power BI compresses the data , could lead us to work with more data. These limits
apply to both the desktop version and the cloud version. There is a limit of 250 MB for each data set that is
imported in Power BI (see data-model limit and dataset limit). It is necessary to take into account here the
limits imposed by the license that is being used: 1 GB for free users and 10 GB for PRO users (see data-
capacity). There are also certain limitations if the service will be used via API REST: API REST limits.
Key Features - Administration

93. Tool Review
PowerBI
93

94. Tool Review
PowerBI
94
Section PowerBI
Access 36.0
Connect to Data 46.8
Transformation / Data Modeling 46.0
Integration 34.5
Analytics functionality 59.3
Creation dashboards 36.9
Reports 24.0
Views 64.0
Multi platform 36.0
Scenario analysis 0.0
Social skills and collaborative 32.5
Important contents 27.0
Security & Administration 20.7
Installation & Implementation 33.3
Pricing 72.0
Multilanguage 32.0
Total 601.0

95. 95
Information Builders

96. Introduction
96
Information Builders

97. Introduction
Information Builders
Its motto is based on three competencies are: Intelligence Integration and
Integrity, which are built on a common architecture.
For each of these competencies, WebFOCUS offers a fairly broad set of
products to meet all the needs that an organization can have on their
business.
97
Information Builders

98. Intelligence. Product overview
XBRL Financial Reporting Exchange
rstat
Development Studio
Application Studio
Enable for Adobe Flex
InfoAssist
visual Discovery
Quick Data
Pro Server
ReportCaster
Hyperstage
Performance Management
Framework
Portal
Mobile Favorites
Maintain
Administration
Active Technologies
Workload Distribution Facility
98
Information Builders

99. Integration. Product overview
iWay Service Manager
iWay Parallel Service Manager
iWay Universal Adapter Suite
iWay DataMigrator
iWay Activity Monitor (BAM)
iWay Event Manager
iWay Trading Partner Manager
iWay Business Service Provider
iWay Enterprise Index
iWay Managed File Transfer (MFT)
iWay Cloud Services for Amazon EC2
99
Information Builders

100. Integrity. Product overview
Information Builders
iWay Data Quality Center
iWay Data Steward Portal
iWay Master Data Center
iWay Data Profiler
iWay EIM Server
iWay Enterprise Master Patient Index
Information Builders
100

101. Architecture
Information Builders
101
Information Builders

102. Functional architecture
Information Builders
102
Information Builders

103. Architecture of Components
Information Builders
103
Information Builders

104. Technical Review
Information Builders
104
Information Builders

105. Technical Review
It offers a platform of solid development complete and integrated that allows
the access to the information to any type of level inside the organisations
(executive, analytical and operational)
Highly scalable and portable since it works in around 35 platforms. It
integrates with the infrastructures of existent Internet.
Content of WebFOCUS entregable by means of solutions of portal like
mySAP, Plumtree, IBM WebSphere, Microsoft Sharepoint, jBoss, TIBCO,
SunOne, etc.
It offers one of the main lists of connectors of data.
The native architecture of WebFOCUS, oriented to services (SOA), offers
protection in diverse levels: roles, applications and data. It is possible also,
make the integration with the infrastructure of existent security
Servers multihilo, that allows that multiple users can access to the same
information without overburdening the servers.
Information Builders
105
Information Builders

106. User Features
Information Builders
106
Information Builders

107. User Fatures
Reports that support high levels of parameterization and numerous output
formats: Excel, PivotTable, PDF, HTML, XML, PowerPoint, etc.
Storage, recovery and agile distribution of information via email, web
browser, mobile devices, faxes and printers.
It allows the delivery of information in any format to any mobile device and
also allows offline analysis.
Ease of design and management of workflows, being able to detect and
monitor practically any technology event.
Information Builders
107
Information Builders

108. Key Features
Information Builders
108
Information Builders

109. Information Builders
109
Key Features - Access & Connection to Data
Connect to Data
Archive • Possibility to configure like origin of data archives. For example: Excel, CSV, XML, Text.
Among the available possibilities are: flat files, Excel, XML and CSV (see
http://www.informationbuilders.com/products/webfocus/data_access).
Databases • Connection to databases. For example: Oracle, SQL Server, MySQL, PostgreSQL, Teradata, IBM DB2,
etc.
It has a wide listing of possibilities. Among the most stood out are: Access, Informix, MySQL, Oracle,
PosgreSQL, Microsoft SQL Server, Teradata, etc.
To see the complete list of origins of databases endured:
http://www.informationbuilders.com/products/webfocus/data_access.
Files SAS • Reading of files SAS7BDAT of SAS
It exists the possibility to connect to SAS with the connector ODBC of SAS.
Information Builders

110. Information Builders
110
Key Features - Access & Connection to Data
Connect to Data
Cloud / Big
Dates
• Possibility of connecting with Big Data or Cloud environments, such as Hadoop, Spark, Microsoft
Azure, etc.
In the field of Cloud / Big Data, Information Builders - WebFOCUS, through the adapters, gives the
possibility of connection to environments such as Hive, Hortonworks, MongoDB, Clodera Impala,
Cassandra, etc. (see information-builders-adapters).
Additionally, the launch of iWay Hadoop Manager, a solution created for the management
and integration of data based on Hadoop (see iway-hadoop-data-manager), has recently been
announced.
Cubes OLAP • Connection to cubes OLAP
Among the available connectors, Information Builders has possibility of connection to cubes OLAP eat:
Microsoft OLAP Services or SQL Server Analysis Services.
Other Services • In addition to the aforementioned data sources, the possibility of connecting to other environments
such as: web pages, social networks, code repositories, CRMs (Salesforce, Microsoft Dynamics, etc.),
Google Analytics
• Access to ERP data such as: SAP, SAP BW, Siebel or PeopleSoft. In addition, it also allows the
management of XML Web services as data sources. It also allows connection to CRM, FTP, etc. (see
https://www.youtube.com/watch?v=_I9iNSgKMKM
Information Builders

111. Information Builders
111
Key Features - Access & Connection to Data
Connect to Data
Off-line way • Availability to have data in memory for agility in response time
• Possibility to consult data without connection
Within the Information Builders environment, we have the analytical capability known as Active
Technologies, which allows the combination of data and controls within an HTML file, so that valuable
information can be delivered in a portable way, without connection or offline. This analytical capability is
known as In-Documents Analytics. These analytical capabilities can be achieved either through the
Application Studio or the InfoAssist (see active-technologies).
With regard to the fact to be able to have of data in memory to speed up time of response, WebFOCUS
has Hyperstage, a solution of hybrid storage among disk and memory, that allows to improve the times of
response (information-builders-webfocus-hyperstage).
WebFOCUS Mobile, gives the possibility also to work with analysis portables so much on-line like off-line
(see mobile and WebFOCUS-InfoAssist).
Information Builders

112. Information Builders
112
Key Features - Access & Connection to Data
Transformation/Modelación Data
Interface of
development
• The development and modeling will be simple and, will not require the end user of advanced
programming knowledge. It will also provide an interface for its development, either via the web or,
through a desktop application
Either through the Application Studio or the InfoAssist, elements can be dragged / dropped between
columns. As in other products, it presents a zone from which you can specify the way in which the tables
are related, create calculated fields, change the type of graphic, etc. However, unlike other tools of the
competition, the interface is not so attractive (see http://www.pcmag.com/article2/0,2817,2495566,00.asp).
Combination of
different origins
of data
• Combination of different data sources.
Thanks to the connectors provided by iWay, we have a native access to multiple data sources, which will
generate data that we can later combine.
Information Builders

113. Information Builders
113
Key Features - Access & Connection to Data
Integration
Personalised
portal
• Possibility of integration in an external portal (Liferay, Sharepoint, etc)
WebFOCUS, has of Open Portal Services, that allows the delivery of information and processes inside the
companies through an only portal Web. WebFOCUS Open Portal Services, endures the integration with
some of the main portals eat: SharePoint, IBM WebSphere and SAP. (See
https://www.informationbuilders.com/new/newsletter/10-5/01_rodriguez)
Information Builders

114. Information Builders
114
Visualisations
Tendencies/
References
• Possibility to visualize or generate trend lines in a simple way, allowing the configuration of these
(average, linear, etc.) and, reference lines (markers), with different customization options.
Both trend lines and reference lines can be added with both InfoAssist and Application Studio. In the case
of reference lines, they can be used in a visualization, through the Series tab of the control panel. In
addition, it will be possible to select between different types of reference lines: linear, polynomial,
logarithmic, exponential, etc.
As for the reference lines, they can be found in the Format tab of the control panel (see trend-reference-
lines).
Charts • Possibility to give format/configure the charts
• Types of advanced charts: bubbles, maps of heat, gantt, waterfall, funnel, etc.
Through the products InfoAssist or Application Studio, endows to the user of a wide variety of charts
that will be able to use in his visualisations. Among the charts that will be able to use , find : charts of bars,
of sectors, histograms, maps, etc.
Possibility also, to include charts of third, as for example D3 graphics.
Key Features - Explores & Discovers
Information Builders

115. Information Builders
115
Analytical functionality
Formulas • Possibility of incorporating new variables from custom calculations / formulas
• Existence of predefined functions. Functions for the calculation of% growth, trends, inclusion of
financial functions, temporary functions, etc.
With InfoAssist or Application Studio we have the possibility to create fields or calculated formulas. In
addition, it has a wide collection of functions to manage: characters, dates, numbers, system functions,
input / output functions, etc. (see http://datacenter.ucr.edu/focususing.pdf).
Forecasting IIt allows making predictions based on predefined algorithms
For this purpose, Information Builders has the product WebFOCUS RStat that, leaning on the bookshop
R, allows the creation of statistical models.
In addition to this product, has other solutions: Marketing Mix Modelling, oriented to activities of
prediction on data of marketing, Optimisation of Prices and Planning of Sales and Operations. All of
them, allow to simulate different stages, being able to see like this, how react some variables in base to
some modifications on the variables that can occur (see
http://www.informationbuilders.es/solutions/predictive-analytics).
Key Features - Explores & Discovers
Information Builders

116. Information Builders
116
Analytical functionality
Statistical
tools/dates
mining
Integration with external tools that allow to add predictive functionalities (R, Weka, Python)
As previously mentioned, with the WebFOCUS RStat product, there is a graphical interface that is
supported by the R library. Through this tool, you can explore the data, create visualizations, build
statistical models, etc.
It dates
Discovery
• Interactivity between the graphics and the rest of the components. As the user selects certain parts of
the Dashboard, the graphics will be updated as appropriate
The possibility of performing Data Discovery in a simple way has been included in the latest versions of
the tool. Specifically, in InfoAssist Plus, there are integrated technologies that will allow the user to analyze
and navigate the data (see webfocus-date-discovery).
Key Features - Explores & Discovers
Information Builders

117. Information Builders
117
Analytical functionality
Integration with
Maps
• Possibility of showing data in maps in a simple way.
• The maps can be integrated through: country, city, postal code, latitude & longitude
• Interactivity of the map. Possibility of clicking on the locations shown on the map and that these modify
the content of other components within the Dashboard / Panel
• Heat maps. Possibility of establishing certain color intensities based on the underlying values.
Information Builders and ESRI - one of the leading developers of geographic information systems - have
created a solution to analyze geospatial information (see
http://www.informationbuilders.com/solutions/ESRI).
There is also, through the WebFOCUS add-on for Google Maps, the possibility of mapping geographic
information on Google Maps (see http://www.informationbuilders.com/new/newsletter/9-2/04_lotrowski).
Both points are included within the InfoAssist and Application Studio products
Key Features - Explores & Discovers
Information Builders

118. Information Builders
118
Multiplataforma
Mobile
platforms
• Availability in the different mobile platforms: Android, iOS, Windows Phone
The mobile version of the tool, provides the user with sharing / collaboration features with other users
The Information Builders BI platform, WebFOCUS offers dashboards, reports, maps and other
visualizations on all mobile platforms, including iOS, Android and BlackBerry, without specific coding
devices. This is possible, thanks to the WebFOCUS Mobile product. This will provide solutions based on
HTML5, adaptable to the different screen sizes of the devices, with possibilities to save, classify or
subscribe, etc. (see http://www.informationbuilders.com/products/webfocus/mobile).
Key Features - Explores & Discovers
Information Builders

119. Information Builders
119
Social capacities and of collaboration
Alerts and
notifications
Possibility of receiving alerts or notifications. It must be reported, for example, when a pre-configured
threshold has been exceeded.
It allows the generation of automatic alerts, in real time, based on certain events or, when certain business
rules are met. To achieve this, we can, based on WebFOCUS ReportCaster, based on certain alerts or
defined notifications, distribute the information related to the event to the appropriate people.
Another way to be aware of possible errors or alerts is through the Business Activity Monitoring, which
monitors in real time the business activities (see
http://www.informationbuilders.com/products/webfocus/real_time and
http://www.informationbuilders.com/products/webfocus/operational_dashboard).
Key Features - Share & Collaborate
Information Builders

120. Information Builders
120
Social capacities and of collaboration
Export • Export charts/dashboard PDF, PNG
• Export values to CSV, XLS/XLSX
• Share dashboard with other users without need that these have access to the origins of data. The data
will be packed/included inside the own Dashboard
• The tool allows to export the data sources, so that these can be uploaded later
The WebFOCUS platform BI , allows to hand the information in a wide variety of formats: HTML, Excel,
PDF or PowerPoint.
Planificador
Distribution
• Delivery of reports/dashboards via mail
WebFOCUS ReportCaster, allows to carry out the relevant procedures for the distribution of information.
This product allows the programming of this distribution or the format in which it will be sent, including:
HTML, Excel, PDF, etc. In addition, this distribution can be done safely, thanks to the possibility of
encryption, compression of said information
(See http://www.informationbuilders.com/products/webfocus/delivery_manage).
Key Features - Share & Collaborate
Information Builders

121. Information Builders
121
Security & Administration
Security • Permissions at the level of Report / Dashboard
• Data level permissions
• Application of Statistical Secrecy (LOPD). Hiding sensitive information
• Security integration via JDBC Integration in application servers
• Integration with third-party authentication services (CAS, LDAP, AD, etc.)
• The information is always shown based on the roles to which the users belong, limiting the information
to be displayed when appropriate.ermissions to level of Report/Dashboard
Security within the Information Builders environment is given at different levels: application-based
security, data-level security, so that users only see what they are authorized to do, and external security,
which refers to security systems. external authentication such as LDAP, ADS or Entrust (see
http://www.informationbuilders.com/products/webfocus/security). Information Builders WebFOCUS can be
fully integrated into application servers, through WebFOCUS Open Portal Services, also providing
customization possibilities and supporting the integration also at the security level, so that users within the
application server can be authorized to receive information (see
http://www.informationbuilders.com/products/webfocus/wf_ibm). Regarding the issue of application of
statistical secrecy, it can be achieved through procedures and data restriction rules (see encrypt) and
through the WebFOCUS Resource Analyzer module
Key Features - Administration
Information Builders

122. Information Builders
122
Security & Administration
Roles of
user/group
• Possibility to setup roles for users/groups
As already mentioned in the Security section, one of the levels on which security can be applied is the
level of Application Access, where administrators, within WebFOCUS Portal can manage and define
accesses based on user groups, departments or roles.
Key Features - Administration
Information Builders

123. Information Builders
123
Installation & Implementation
Citrix • Possibility of development in virtualized servers (Citrix MetaFrame, XenApp)
WebFOCUS Developer Studio can be integrated into virtualized environments. For this they have to be
configured with the appropriate hardware and operating system.
Volumetry • Working capacity with large data volumes
We have already seen in some previous point the possibilities offered by WebFOCUS when working with
Big Data technologies. Currently, the huge volumes of data that can be handled today are not a problem,
since they can be treated with technologies such as Hadoop or the Hortonworks data platform. Once
these data have been processed, they can be viewed through the tools provided by WebFOCUS. (See
Information-Builders-Hortonworks-Solution-Brief).
It should also be noted, within the WebFOCUS environment, the WebFOCUS Hyperstage tool. It is an
integrated data warehouse that dramatically improves the performance of the BI environment. For this, it is
based on an internal structuring of the columnar database, making that, for databases that have a large
number of columns, of which a few are consulted, with WebFOCUS Hyperstage it is possible to simplify
this operation, improving well the response times. The tool in question, supports up to 50TB with a single
server and, in addition to improvements in performance, will also reduce the use of the disk in large
databases (webfocus-hyperstage).
Key Features - Administration
Information Builders

124. Tool review
Information Builders
124
Information Builders

125. Evaluation of the tool
Information Builders
125
Section Information Builders
Access 36,0
Connect to Data 52,8
Transformation/Modelación Data 38,0
Integration 48,0
Analytical functionality 53,6
Creation Dashboards 26,6
Reports 72,0
Visualisations 56,0
Multiplataforma 36,0
Analysis of stages 27,0
Social capacities and of collaboration 41,5
Important content 27,0
Security & Administration 58,0
Installation & Implementation 46,7
Pricing 24,0
Multilenguaje 36,0
Total 679,2
Information Builders

126. 126
SAS

127. SAS
Introduction
127
SAS

128. Introduction
SAS
SAS Institute is the world's largest private equity software company, leader in
Business Analytics. It was founded in the United States 40 years ago and has a
presence throughout the world. It has more than 14 thousand employees in the
world that offer support services to the 90 companies of the Fortune Top 100 list,
who are customers of SAS
128
SAS

129. Introduction
SAS is also a programming language developed by SAS Institute to finals of the
years sixty. The language SAS operates mainly on tables of data (reading,
transformation, combination, creation of reports).
There are procedure modules that expand the capacities of the basic language.
SAS/IML: implements an alternative language to Matlab or R.
SAS/STAT: procedures to make statistical analyses (regressions, etc.)
SAS/ETS: statistical analysis of temporary series
SAS/OR: resolution of problems of operative investigation
SAS/GRAPH: charts creation
129
SAS

130. Introduction
Within the multiple applications, services and platforms we can distinguish groups of
tools that SAS markets as Products
SAS Enterprise BI Server  Complete suite with development tools: ETL, SAS
code, reporting and analytics
SAS Visual Analytics  Suite integrated of web applications that offers an intuitive
interaction drag & drop. This set of applications are oriented to the analytical
visualisation allow to do reporting and exploration of data. It GOES it uses
technology SAS LASR by what executes in memory.
SAS Enterprise Miner  Tool that streamlines the process of data mining to create
high-precision predictive and descriptive models based on the analysis of large
amounts of data across the company. Use cases: detect fraud, stop the loss of
customers ...
130
SAS

131. Introduction
PREPARATION OF DATA
• Monitors the Analytical Server
SAS®
LASR™
• Load and joins data
• Creation of columns
calculated
EXPLORER
• Ad hoc analysis
• Data discovery
DESIGNS
• Creates pictures of controls to
be visualised in the web or in
mobiles from the Visual
Analytics Designer
BI MOBILE
• Native application for iOS
and Android that offers the
interactive reports created
in the Visual Analytics
Designer
SAS Visual Analytics
Powerful analytical solution for all types of users: business users with limited technical skills, statistics,
data scientists ..
131
SAS

132. Introduction
It DATES PREP
ENVIRONMENT
ADMIN
EXPLORER
DESIGNER
REPORTS
FINDER
MOBILE
FINDER
WEB
IT / DATES
MANAGER
HUB
ANALYST
It DATES
PREP
ENVIRONMENT
ADMIN
EXPLORER
DESIGNER
HUB REPORTS
FINDER
MOBILE
FINDER
WEB
USER OF
BUSINESSES
It DATES
PREP
ENVIRONMENT
ADMIN
EXPLORER
DESIGNER
HUB REPORTS
FINDER
MOBILE
FINDER
WEB
Visual Analytics:
For all the roles:
User of Businesses
Analyst
IT/Dates Manager
132
SAS

133. Introduction
SAS Visual Analytics: Analytical visualization tool in memory, allows reporting and
data exploration. Visual Analytics includes state-of-the-art graphics, mobile support
and a large number of predefined predictive capabilities. Use SAS LASR technology
to run in memory..
SAS BI Dashboard: Web tool that allows users to create dashboards. Easy-to-use
interface and has role-based security.
SAS Dates Integration Studio: ETL Tool with interface of visual development .
SAS Enterprise Guide: Client application to run on Windows environments that
allows a guided way to execute SAS programs and publish the results dynamically
throughout the entire organization
SAS Information Map Studio: Creator of maps of information (areas of metadatos).
The maps of information represent a layer that isolates to the final users of the
complexities of the databases.
133
SAS
Creator of information maps (metadata areas). Information maps represent a layer that isolates end users from the complexities of databases

134. Introduction
SAS OLAP Server : OLAP Server that manages the access to OLAP cubes of SAS.
These cubes can query using the standard MDX.
SAS OLAP Cube Studio : Graphical tool to create cubes OLAP of SAS. From it can
define aggregations.
SAS Web Report Studio: Web report designer (for example, you can use an OLAP
SAS cube as a source
SAS Information Delivery Portal: Web tool to access a wide variety of information
(reports, stored processes, information maps, web applications, files ..)
SAS Dates Management: Tool oriented to integration processes, quality and data
governance.
SAS Management Console: Tool to administer all the platform (administration of
servers, programming of works, administration of roles and users, repository of
metadata)
134
SAS

135. Introduction
SAS Enterprise Miner: Tool with a powerful visual interface to perform data mining
tasks. It allows generating advanced models for descriptive and predictive
analytical processes. Includes data preparation and exploration features and
integration with R..
SAS LASR Analytic Server: Multiuser Analytical platform that stores the data in
RAM memory.
SAS Dates Loader for Hadoop: Tool to manage Big Data environments. It allows to
load data in memory in SAS LASR Analytic Server. It allows to copy data to
Hadoop from Oracle, Teradata or a SAS Server and execute SAS and Hadoop SQL
programs from a graphical interface. It includes access, cleaning and profiling
functions of the data.
JMP SAS: Tool for statistical Data Discovery. Visualization tool with extensive
statistical capabilities.
135
SAS

136. SAS
Introduction
Tools by functionality:
Dashboards, Reporting/Queries and Analysis: Information Delivery Portal, Web
Report Studio, Enterprise Guide, Visual Analytics.
OLAP: OLAP Cube Studio, Web OLAP Viewer
Analytical integrated: Enterprise Guide
Metadata Management : Information Map Studio
Administration and Management: Management Console
ETL: Data Integration Studio
Minería de Datos: Enterprise Miner
Big Data: Data Loader for Hadoop
Data Discovery Estadístico: JMP
136
SAS

137. SAS
Architecture
137
SAS

138. Architecture of Visual Analytics
Under Level  Server SAS LASR : Storage in Memory
Half Level  Servers: Metadata ,Workspaces and Visual Analytics Mid-Tier
High Level Clients: Desktop, Web and Mobile
138
SAS

139. Architecture SAS Enterprise BI
Data Sources: RDBMS, Cubes and set of data SAS, ERP….
Low Level  Application Server : OLAP, Metadatos, Processes Stored...
Half Level  Web Server: Information Delivery Portal, BI Dashboard, Web Report Studio…
High Level  Desktop Clients: Enterprise Guide, GAVE Studio, Information Map Studio…
139
SAS

140. Architecture SAS Enterprise BI
SAS
Under Level Server of Applications:
OLAP Server
Spaces of work Management Server
Processes Management Server of
Connection to SAS Server
140
SAS

141. Architecture SAS Enterprise BI
SAS
Half Level  Server Web:
SAS Web Report Studio
SAS Information Delivery Portal
SAS Web OLAP Viewer for Java
SAS BI Dashboard
SAS Web Infrastructure Platform (Login, Preferences, Objects shared,
processes stored…)
141
SAS

142. Architecture SAS Enterprise BI
SAS
High Level  Clients of Desk:
SAS Enterprise Guide
SAS Enterprise Miner
SAS Dates Integration Studio
SAS Information Map Studio
SAS OLAP Cube Studio
SAS Management Console
SAS Add-in For Office
142
SAS

143. SAS
Technical Review
143
SAS

144. Technical Review
SAS Management Console (Documentation): It is the unique and centralized control
place from where resources are managed within SAS:
• Definition of servers and bookshops.
• Definition of users, groups and roles
• Control of access to the different resources
• Metadata Repositories
• Job Programming
144
SAS

145. Technical Review
SAS
Register external connections in SAS
Tutorial
1. Configure the Compound Server so that it communicate with the source
2. Define a source ODBC
3. Register the server of BBDD
4. Register the bookshop of BBDD
145
SAS

146. Technical Review
SAS LASR Analytic Server: Analytical platform in RAM memory used in SAS Visual
Analytics with the following characteristic
System of Massive Parallel Process (MPP) and mullti thread
Possibility of deployment distributed with Teradata DW or Greenplum
Reading data from HDFS
146
SAS

147. Technical Review
SAS Visual Analytics Hub for users Administrators.
From the SAS Visual Analytics Administrator we can manage which elements will be
loaded into memory.
There is also a tab to check mobile connections.
147
SAS

148. Technical Review
SAS Dates Integration Studio
ETL desktop tool in which develops data integration processes visually. In its latest
version, a component that allows loading tables in SAS LASR Analytic Server has
been added.
148
SAS

149. Technical Review
SAS Enterprise Guide: Desktop tool that allows analysts and statisticians from a
graphical interface and without the need of programming knowledge in SAS the
following capacities:
Access to data from multiple platforms, operating systems and databases
Create and share stored processes
Share reports and datasets
Perform correlation analysis and build predictive models
Viewing SAS OLAP Cubes
149
SAS

150. Technical Review
SAS OLAP Cube Studio
Desktop tool designed to create SAS OLAP cubes. From this editor we can create
aggregations, update cubes and add new members calculated in cubes that
will be exploited by other SAS applications (Enterprise Guide, Web OLAP
Viewer ...).
150
SAS

151. SAS
User Features
151
SAS

152. User Features
SAS Visual Analytics Hub:
Point of entry to SAS GOES from which can:
Prepare the data
Create Reports
Explore the data
Open a report saved
Open a query saved
Open an exploration saved
152
SAS

153. User Features
SAS Visual Analytics Hub:
Prepare the data using the Visual Dates Builder
153
SAS

154. User Features
SAS Visual Analytics Explorer:
Exploration of simple data:
• The variables are interpreted as categories or metric.
• To create a visualisation drag a variable to the central area and select the
type of chart
154
SAS

155. User Features
Analysis of Stages (video) with SAS Visual Analytics
Procedure
• Deploys the tab of Analysis of Stages.
• For each measure selects the values of future data and updates to see the new
results
155
SAS

156. SAS
User Feature
Visual Analytics example of Dashboard
156
SAS

157. User Feature
SAS Web Report Studio: Web tool oriented to business users that allows end
users::
Visualise, create and share reports
Include views of cubes of SAS OLAP
157
SAS

158. Connects with SAS
SAS
Support for clients
SAS Community
Facebook
Twitter
Linkedin
Google+
Blogs
RSS
SAS
User Features
158
SAS

159. SAS
Key Features
159
SAS

160. SAS
160
Key Features - Access & Connection to Data
Connect to Data
Archive • Possibility to configure it as data files source. For example: Excel, CSV, XML, Text.
SAS Enterprise Guide: It allows to read all type of text files . It also allows to integrate Excel files .
SAS Dates Integration Studio: This ETL tool allows us to work with all type of files of text (.txt, .csv, .xml)
And Excel.
Databases • Connections to databases. For example: Oracle, SQL Server, MySQL, PostgreSQL, Teradata, IBM
DB2, etc.
SAS Enterprise Guide: Using the bookshop SAS/ACCESS Interface to ODBC will be able to connect to
all the databases that use this standard. Specific documentation of the bookshop SAS/Access for Oracle.
SAS Dates Integration Studio: In addition to the ODBC connection standard there are pre-configured
libraries to connect to DB2, Sybase, Teradata, Oracle. These connections will be registered in the SAS
metadata server by the administrator that will make them accessible to the rest of the suite's tools.
SAS

161. SAS
161
Key Features - Access & Connection to Data
Connect to Data
Files SAS • Reading of files SAS7BDAT of SAS
SAS7BDAT means “SAS system dates set” . This extension is the standard format of SAS and all the
applications allow to export and import in this format.
Cloud / Big
Dates
• Possibility to connect with Big Data environments or Cloud, such as Hadoop, Spark, Microsoft Azure,
etc.
SAS Dates Loader for Hadoop: Copies data to Hadoop from Oracle, Teradata or a Server SAS. It
executes SAS programs and Hadoop SQL programs from a graphic interface. Functionalities of access,
cleansing and profiling of the data. It provides secure access to HortonWorks / Cloudera and can
integrate with LDAP or Actuate Directory for the authentication of users..
There are also other ways to connect to Hadoop from SAS for example by means of SAS/ACCESS to
Hadoop that allows to extract data of Hadoop via libname or proc sql connecting with HiveQL.
SAS

162. SAS
162
Key Features - Access & Connection to Data
Connect to Data
Cubes OLAP • Connection to OLAP cubes
It is evident that there is connectivity from the visualization tools to the SAS own cubes. Also through the
use of SAS / ACCESS to OLE DB libraries we can connect to cubes Microsoft SQL Server Analysis
Services.
Other Services • In addition to the aforementioned data sources, the possibility of connecting to other environments
such as: web pages, social networks, code repositories, CRMs (Salesforce, Microsoft Dynamics, etc.),
Google Analytics
Using the ODBC standard, we can register a connection to Salesforce within the SAS application and data
servers and then use it from SAS Data Integration Studio. SAS Visual Analytics has a functionality to
connect Google Analytics directly.
Off-line way • Availability to have data in memory for agility in time of response
• Possibility to consult data without connection
SAS Visual Analytics it includes the possibility in its mobile version to visualize the offline control panels
using a network anchoring or tethering. SAS LASR Analytic Server is the multiuser analytic platform that
stores the data in RAM that Visual Analytics uses below.
SAS

163. SAS
163
Key Features - Access & Connection to Data
Transformation/Modelación Data
Interface of
development
• The development and modeling will be simple and, will not require the end user of advanced
programming knowledge. In addition, an interface for its development will be provided, either via the
web or through a desktop application.
.
SAS Visual Analytics: End-user web tool in which technical knowledge is not required. Advanced analytics
have been seamlessly integrated, including decision trees, network diagrams, on-the-fly projection and
scenario analysis with easy-to-use features such as automatic diagram creation and drag-and-drop
capabilities.
SAS BI Dashboard: Web tool for end users that allows to create dashboards including all kinds of existing
elements in SAS: graphics, OLAP views, tables, trend lines.
Combination of
different origins
of data
• Possibility to combine several data sources
SAS Dates Integration Studio:ETL tool that allows to graphically combine and combine information flows
from a wide spectrum of sources (files, database records ...).
SAS Enterprise Guide:Lightweight integration tool with the ability to combine data sources from different
sources but with more limited capabilities than DI Studio.
SAS

164. SAS
164
Key Features - Access & Connection to Data
Integration
Personalised
portal
• Possibility of integration in an external portal (Liferay, Sharepoint, etc)
Document of integration of elements of SAS BI Dashboard with Sharepoint.
SAS

165. SAS
165
Visualisations
Charts • Possibility to format/configure the charts
• Types of advanced charts: bubbles, maps of heat, Gantt, waterfall, funnel, etc.
SAS Visual Analytics includes a wide range of available graphics: Bars, lines, tart, Waterfall, Treemap,
funnel, bubbles, dispersion, crossed table, speedometers ... All the components have a section from which
we will configure their format and properties
Tendencies/
Reference
Possibility to visualize or generate trend lines in a simple way, allowing the configuration of these
(average, linear, etc.) and, reference lines (markers), with different customization options
SAS Visual Analytics: allows you to add trend lines by configuring the time axis and the measure that the
line to be displayed will represent. It also allows to create lines of adjustment (Fit Lines) the data of the
following types:
• Linear
• Quadratic
• Cubic
• B-Spline With penalty
To level of code can also generate lines of tendency using SAS GRAPH.
Key Features – Explores & Discovers
SAS

166. SAS
166
Analytical functionality
Formulas • Possibility of incorporation of new variables from calculations/customized formulas
• Existence of predefined functions. Functions for the calculation of% growth, trends, inclusion of
financial functions, temporary functions, etc.
SAS Visual Analytics includes an expression editor that offers us the opportunity to create new members
based on operations on the source columns. In this editor there are operators: numeric, boolean,
comparison and temporary (date / time).
From the editor of aggregated metrics we will be able to create new indicators using the common
aggregation functions (Average, Maximum, Count, Count Different, Minimum ...). We can also work with
annual accumulation calculations and Period-To-Date calculations.
At the platform level SAS provides the FINANCE function available for use from the different tools of the
suite that performs financial calculations such as depreciation, interest, savings and rates of return.
Forecasting • It allows to make predictions in base to algorithms predefinidos
In SAS Visual Analytics: Exists the possibility to make a chart by means of the right click the functionality
to show the prediction. It is possible to configure the metric that wants that they take part in the generation
of our predictions.
There is also the possibility of carrying out simple decision trees.
Key Features – Explores & Discovers
SAS

167. SAS
167
Analytical functionality
Statistical
tools/dates
mining
• Integration with external tools that allow to add predectives functionalities (R, Weka, Python)
There are several ways to run Python and R programs within SAS code: SAS IML (Interactive Matrix
Language) Studio allows you to integrate R code through a PROC IML procedure.
Another valid option for R and Python would be to install a Java class (SASJavaExec.jar) and use this java
object in a SAS DATA step, see tutorial.
In SAS Enterprise Miner we could also execute Python code within a SAS program.
It dates
Discovery
• Interactiveness among the charts and the rest of components. To measure that the user selects some
parts of the dashboard, the charts will go updating as it correspond.
There is a solution called SAS Visual Data Discovery that provides high technical knowledge and
advanced visualization capabilities using different platform tools, among which we can highlight JMP to
visualize graphics.
.
Key Features – Explores & Discovers
SAS

168. SAS
168
Multiplataforma
Mobile
platforms
• Availability in the different mobile platforms: Android, iOS, Windows Phone
• The mobile version of the tool, provides the user with sharing / collaboration features with other users
SAS Mobile BI is the application that from the different mobile platforms (itunes, Google Play) will allow us
to access the business reports and dashboards of SAS Visual Analytics from Apple® iOS and Android
devices. Within the application there is a table of contents view from which the different elements of the
miniature control panel are displayed.
You can include comments at the report level or at the element level (charts, tables) from a section where
comments and alerts are available. The feature of adding comments is very useful to collaborate with
other team members. Within a comment we can attach elements (for example images).
Key Features – Explores & Discovers
SAS

169. SAS
169
Social capacities and of collaboration
Alerts and
notifications
• Possibility of receiving alerts or notifications. It must be notified, for example, when a previously
configured threshold has been exceeded
SAS Visual Analytics offers us the functionality to create alerts for the different elements of a report and
notify certain users if certain criteria are met. In the configuration of the alert we will specify the column,
the condition, the threshold value, the frequency of the check and the recipients thereof..
Export • Export charts/dashboard PDF, PNG
• Export values to CSV, XLS/XLSX
• Share dashboard with other users without need that these have access to the origins of data. The data
will be packed/included inside the own Dashboard.
• The tool allows to export the data source, so that these can be uploaded later
SAS Visual Analytics allows us export/save the elements of a chart to formats Excel 2007 xlsx, separate
text by tabs tsv or separate text by commas csv.
SAS7BDAT data files are used on the SAS platform, this extension is the standard SAS format and all
applications allow exporting and importing in this format..
Key Features – Share & Collaborate
SAS

170. SAS
170
Social capacities and of collaboration
Planificador
Distribution
• Delivery of reports/dashboards via mail
SAS Visual Analytics provides a simple wizard for the distribution of reports called New Report Job.
SAS Web Report Studio allows launching queries to generate static reports to users, in addition it allows
us to carry out planning and distribute reports..
If we go down to SAS code level there are also by using complicated macros in which the generated
reports are distributed to a series of recipients.
Key Features – Share & Collaborate
SAS

171. SAS
171
Security & Administration
Security • Integration security via JDBC
• Integration in servers of applications
• Integration with services of authentication of third (CAS, LDAP, AD, etc)
• Permissions to level of Report/Dashboard and permissions to level of data
• Application of Statistical Secret (LOPD). Concealment of sensitive information.
SAS supports deployment with WebSphere Application Server and WebSphere Application Server
Network. There is a wizard to easily perform the deployment with WebSphere Application Server Network,
for WebSphere Application Server manual configuration steps are needed. SAS allows to use as an
authentication system IBM Tivoli Access Manager, this complete network security and authorization policy
management solution. SAS does not have JDBC connectivity to perform an existing role mapping in an
external tool.
SAS Visual Analytics allows you to control security at the row level from your administration tool. This
document explains how to make this configuration in which we can establish some formulas with the
conditions of access to the data. Before applying this type of security we must ensure that the user or
group exists in the SAS management console (SAS Management Console) SAS Federation Server
provides data access control, auditing and encryption functions. In this document we will see how
encryption techniques are used to hide sensitive data from personally identifiable information.
Key Features – Administration
SAS

172. SAS
172
Security & Administration
Roles of
user/group
• Possibility to setup roles for users/groups
• Integration with third-party authentication services and the possibility of creating custom authentication
mechanisms (CAS, LDAP, AD, etc.)
From the user management plugin (User Manager) located within the SAS management console (SAS
Management Console) centrally provides the management of user metadata within the platform. When the
user manager registers a new user / group in the system, an entity of type SAS Open Metadata
Architecture is created for this user / group. The function of these entities is the following:
Authorize users or groups to access certain resources or metadata
Allow applications to retrieve the appropriate access credentials for servers and other resources
In this plugin the following definitions will be created Users (User Metadata Identity): At this point users
are created and assigned access to the different servers. Groups (Group Metadata Identity): Groups are
created here and assigned to users. Access (Login Definitions): An access definition contains the access
credentials for a specific account within a specific authentication provider (Windows Local or Network
Account, Microsoft Active Directory account, LDAP account, UNIX oz / OS account) ...)
Key Features – Administration
SAS

173. SAS
173
Installation & Implementation
Citrix • Possibility of development in virtualized servers (Citrix MetaFrame, XenApp)
All SAS products starting in version 9.2 and above are supported in a virtualized presentation environment
(see official documentation):
• Terminal Services in Windows Server 2003
• Terminal Services for Windows Server 2008
• Remote Desktop Services Windows Server 2008 R2
• Remote Desktop Services Windows Server 2012
• Remote Desktop Services Windows Server 2012 R2
• Citrix Presentation ServerTM 4.0
• Citrix Presentation ServerTM 4.5
• Citrix XenAppTM 5.0 and upper
Volumetry • Capacity of work with high data volumes
SAS Dates Loader for Hadoop: Tool for managing Big Data environments. It allows to load data in memory
in SAS LASR Analytic Server. It allows to copy data to Hadoop from Oracle, Teradata or a SAS Server and
execute SAS and Hadoop SQL programs from a graphic interface. It includes access, cleaning and
profiling functions of the data.
SAS Visual Analytics also uses SAS LASR memory technology.
Key Features – Administration
SAS

174. SAS
Tool Review
174
SAS

175. Tool Review
SAS
175
Section SAS
Access 45,0
Connect to Data 64,8
Transformation/Modelación Data 48,0
Integration 58,5
Analytical functionality 60,0
Creation Dashboards 30,0
Reports 48,0
Visualisations 72,0
Multiplataform 36,0
Analysis of stages 27,0
Social capacities and of collaboration 40,5
Important content 18,0
Security & Administration 52,7
Installation & Implementation 47,3
Pricing 24,0
Multilenguaje 32,0
Total 703,8
SAS

176. 176
QlikView

177. QlikView
Introduction
177
QlikView

178. Introduction
QlikView
One of QlikView's slogans is that it allows you to discover and visualize data
autonomously (self-service), which allows intuition to go ahead.
QlikView aims to simplify the analysis for all types of users.
• It consolidates information quickly of any data source
• Search for data with ease
• The information is displayed with high quality graphics
178
QlikView

179. QlikView
QlikView is a platform for Business Discovery. Business Discovery is the term that
gives name to Business intelligence defined by the user, simplifying decision
making. It is the original tool of the company Qlik.
Introduction
179
QlikView

180. Qlik Sense is a new generation self-service data visualization application that allows
users to easily create a range of interactive visualizations that lead to exploration
and discovery using our intuition.
Introduction
180
QlikView

181. • Leading platform in the BI and
Business Discovery market.
• Used for the development and
deployment of very powerful and
complex analytical control panels for
exploration & discovery that we call
guided analytics.
• State-of-the-art technology designed
for Visualization and Self-Service that
we call self-service visualization.
• It allows an end user to create flexible
and interactive visualizations using his
intuition.
Introduction
181
QlikView

182. • Version for installable
standalone Windows of
Qlik Sense.
• Includes all features to
create visualizations and
consume information
• Sharing local files
• Allows you to export
applications to Qlik Sense
Cloud
• Free download, no
application limit or
information sharing
restrictions
• New platform for Qlik
cloud services
• This service allows you to
share visualization
applications created with
QlikView Sense Desktop.
• Interactive search and
information exploration.
• Web tool that supports
access from any type of
device including mobile.
• Full Enterprise Version of
Qlik Sense
• Deployment available in
own servers or private
cloud
• All user capabilities
available in a unified client
• Robust set of available
business features
• Licensing system based
on tokens
182
QlikView

183. QlikView
• Instructions of Armed
• Interaction with the pieces guided
• Complex results
Box Rasti Rasti Blocks
• Without Instructions
• Each user has high flexibility to
create his own models
Introduction
183
QlikView

184. • Qlik NPrinting is an application for the creation, distribution and programming of
reports in QlikView (tutorial). Purchased by Qlik to Vizubi in 2015.
• Web and pixel perfect reports that are exported to all Office tools (Word, Excel,
PowerPoint). Drag & Drop elements from QlikView.
• We will be able to add to our reports data, pivot tables, graphics, existing sheets
sheets in QlikView applications.
• Distribution and planning of sending reports (Report Bursting)
Introduction
184
QlikView

185. Architecture
185
QlikView

186. QlikView
QlikView Developer
Development tool to create:
1) Data extractions and
transformations
2) Graphical interface layer
(dashboards)
Generates QVW files (.qvw)
Architecture
QlikView Server (QVS)
Access point via web
Analytical engine in memory
Manage the connection between
the server and the Qlikview
client
QlikView Publisher
It has two main functions:
1. Reload the data (.qvw) and
execute the transformations
2. Distribute the documents to
the different existing servers
186
QlikView

187. Architecture
QlikView
Main components of QlikView: QlikView Desktop (Back End), QlikView Server (Front
End), QlikView Publisher (Back End)
TWe should also mention QlikView Access Point (Front End), a web page hosted on
QlikView Server that shows the documents available to the user connected to the
platform.
187
QlikView

188. Architecture
QlikView
Back end Architecture
Contains source documents created by QlikView Developer
Typical file types QVW, QVD and LOG
QlikView Publisher is the main component of the back end
Security at the file level is always handled by Windows
188
QlikView

189. Architecture
QlikView
Front end Architecture
Contains user documents generated and distributed by Publisher
Typical front end file types: QVW, META and SHARED
Main Components QlikView Server and QlikView Web Server or Internet
Information Services
The security of the client and the file system are in charge of the QlikView
Server
189
QlikView

190. Architecture
QlikView
Cluster Servers
Additional servers can be added to create an Active / Active cluster (2
servers working simultaneously) that allows high availability
Automatically raise different applications in each node to achieve an optimal
memory balance
If one of the servers fails, the other server can respond to the users
guaranteeing the service
QlikView Server Clúster
190
QlikView

191. Architecture
QlikView
Publishers Cluster
Additional servers can be added to create an Active / Active cluster that
allows high availability of the service.
The tasks of Publisher will be distributed among the nodes according to a
formula we will configure of occupied memory and CPU in use.
QlikView Server Publisher
191
QlikView

192. Architecture
QlikView
QlikView Escalation
Scale separating QlikView Server and Publisher into 2 different servers
Scale by adding more clustered QlikView Server / Publisher servers
Add extra web servers, using load balancers.
192
QlikView

193. QlikView
Technical Review
193
QlikView

194. Technical Review
QlikView
Associative technology in memory
1. Easily consolidates information from multiple data sources
2. Load all information in memory
3. Allows analysis and associative searches in real time
4. Compress the data to 10% of its original size
5. Optimize processor power
194
QlikView

195. QlikView
Aasociative Technology in memory
• Automatically maintains all associations between all analyzed fields
• Calculate aggregations on the fly as needed
Technical Review
195
QlikView

196. Technical Review
File Extensions in QlikView
• QVW (QlikView Worksheet): Application file that includes: data, reports, graphs,
scripts, data model and connection strings.
• QVD (QlikView Data): QlikView's patent is used to extract and store the input and
output data; it has a reading speed 100 times higher compared to other sources
due to its optimized storage format. One of the main advantages of using QVD
files is that, once you have a QVD on your disk, the information can be exploited
by more than one QlikView application. This reduces the load on the database and
optimizes resources and development time.
• QVX (QlikView Data Exchange): It is used for data entry from external systems to
QlikView (for example if you are not using ODBC / OLEDB connections). The main
difference with respect to QVD files is that QVX is a public format and can be
created from external interfaces. It can be considered as the format in which the
custom data sources send the QlikView data through the custom connector.
196
QlikView

197. Technical Review
QlikView
Analyticalcapacity
It depend YOU It depends of the User
of Company
Power and simplicity: IT department independence and high analytical
capacity
197
QlikView

198. Technical Review
QlikView
ARCHITECTURE BASED ON REPORTS
(Controlled by IT)
ARCHITECTURE BUSINESS DISCOVERY
(Guided by the corporate user, self-service)
New role of the IT department
198
QlikView

199. Ratios Of IT in implementations of systems BI
QlikView
Query Based QlikView
Disk Space 7- 20 X in DW+Cubes+Inform
0,02-0,1 X in Associative Query
Language
Query Exec.
Time
Variable (Second to Hours) Consistent (Instantaneous)
Project Time 4 to 24 Months 1 to 3 Months
Time for
changes
Weeks/Months Hours/Days
Calculation
T1: Disk to CPU
T2: Selection
T3: Calculation
T4: Visualisation (another tool)
T1= 0
T2= 0
T3: Calculation and Visualisation
optimised
Expertise
Requirements
Experts in ETLs, DW and other
tools of visualisation
1 Expert in QlikView + functional
users
Technical Review
199
QlikView

200. Technical Feaures
QlikView
Dimensional models in QlikView
Advantages and disadvantages of various types of modeling schemes in relation
to QlikView
200
QlikView

201. QlikView
User Features
201
QlikView

202. User Features
QlikView
QlikView is the leader in the Magic Quadrant of Gartner
Two well differentiated segments: Report-oriented BI and Data Discovery
Business Discovery: BI directed by the business user
202
QlikView

203. User Features
QlikView
Value added in little
time Experience
asociativa
Analysis to the speed of
our thought
Access to business
data from any place
Interactiveness centred
in the user
Business Discovery
QlikView
203

204. The associative search allows users to manage
Traditional Asociativa
• Linear thinking, pre-defined
• Knowledge lost in hidden data
• Months to implement changes
• Centered on the data
• The user decides where to start
• All the data, always visible
• Minutes to implement changes
• Focused on knowledge
User Features
204
QlikView

205. User Features
QlikView
QlikView Access Point: It is the web portal to which the end users will connect to see
the available QlikView documents.
205
QlikView

206. User Features
QlikView In mobile devices : The HTML5 advantages
• Identical QlikView experience on mobile devices
• You will not receive a mobile QlikView report, but a complete and comprehensive
Business Discovery experience.
• Secure system since the data is stored on the server and not on the device
• All supported platforms: Apple, Android, Blackberry
206
QlikView

207. User Features
QlikView In mobile devices: Optimized for small devices
• Grid Visualisation
• Interactivity with graphics in full screen
• Swipe to switch between different graphics
207
QlikView

208. User Features
Qlik Market: Find an infinite number of extensions for the products of the Qlik family
grouped by the following categories:
• Best rated
• Recent
• Most downloaded
208
QlikView

209. Qlik Sense Dashboard Example
QlikView
User Features
209
QlikView

210. QlikView
Key Features
210
QlikView

211. QlikView
211
Key Features – Access & Data Connection
Connect to Data
Archive • Possibility to configure lit as data source. For example: Excel, CSV, XML, Text.
QlikView includes a wizard to import files of type: delimited, fixed length, Excel xls and xlsx, html, xml ...
that allows to visualize the content and adjust parameters such as the delimiter or the existence of
headers
Databases • Connections to databases. For example: Oracle, SQL Server, MySQL, PostgreSQL, Teradata, IBM
DB2, etc.
From QlikView and Qlik Sense we can connect through ODBC, OLE DB type connections to all the
databases for which there are these standards of connection to database, in practice they are the majority
(SQL Server, MySQL, Oracle, PostgreSQL, Teradata, IBM DB2, Vertica).
Files SAS • Reading SAS7BDAT of SAS files
Through an ODBC connection we can connect directly to SAS libraries and obtain data.
Cloud / Big
Dates
• Possibility to connect Big Data or Cloud environments, such as Hadoop, Spark, Microsoft Azure, etc.
There are some external JDBC connectors in the Qlik Market, tailored to connect to sources: Hive, Hbase,
Cassandra, Amazon Redshift, Neo4J, MongoDB, HP Vertica, Cloudera Impala, Google Cloud SQL,
FoxPro, etc.
QlikView

212. QlikView
212
Key Features – Access & Data Connection
Connect to Data
Cubes OLAP • Connection to cubes OLAP
Desta Tool (QlikView) using the standard OLE DB will be able to make surgeries MDX to cubes of
Analysis Services.
Also they exist external connectors like TM1Qonnect that allows us connect us to cubes of Cognos TM1
and import the security and the metadatos.
Other Services • In addition to the origins of data already mentioned, possibility of connection to other surroundings eat:
web pages, Social nets, repositories of code, CRMs (Salesforce, Microsoft Dynamics, etc), Google
Analytics
It exists a native connector to Salesforce designated Qlik for Salesforce.com that provides a transparent
and intuitive access to the objects of Salesforce ( Accounts, personalised fields..) . Regarding Google
Analytics exist connectors and staff of pictures of controls to import directly from the tool and visualise the
statistics of our different portals web.
Off-line way • Availability to have data in memory for agility in time of response
• Possibility to consult data without connection
QlikView allows you to work offline by using qvw files that include data along with documents that can
include dashboards in one or more. There are also qvd and qvx files that allow us to save only data. Qvd
files allow incremental loading and are recommended by the manufacturer
QlikView

213. QlikView
213
Key Features – Access & Data Connection
Transformation/Data Modeling
Interface of
development
• The development and modeling will be simple and, will not require the end user of advanced
programming knowledge. It will also provide an interface for its development, either via the web or,
through a desktop application
One of the main assets of QlikView is that it allows us to discover and visualize the data autonomously,
which allows our intuition to go ahead. From the desktop development tool we can develop our
dashboards and reports without the need for programming knowledge
Combination of
different origins
of data
• Possibility to combine several data sources.
QlikView automatically connects the data sources using the name of the columns. From the Script Editor
we import any data source and if necessary, aliases will be included so that the column names are
coincident.
• Join sources of different sources
• Join sources of different sources with different columns names
QlikView

214. QlikView
214
Key Features – Access & Data Connection
Integration
Personalised
portal
• Possibility of integration with an external portal (Liferay, Sharepoint, etc)
There is the possibility to connect and extract data from both Liferay and Sharepoint, but within these
there is no predefined clear integration with QlikView documents.
QlikView

215. QlikView
215
Visualisations
Tendencies/
Reference
• Possibility to visualize or generate trend lines in a simple way, allowing the configuration of these
(average, linear, etc.) and, reference lines (markers), with different customization options..
QlikView Includes by defect the possibility to add to the original data the following lines of tendency:
• Average
• Linear
• Polynomials of 2º, 3º and 4º degree
• Exponential
It also allows us to visualize the equation of the previous lines and the value of R2 (coefficient of
determination) is the% of variability that is explained by the linear equation that we have. And this goes
from 0 to 1. 1 when the model explains all reality.
Charts • Possibility to give format/configure the charts
• Types of advanced charts : bubbles, maps of heat, Gantt, waterfall, funnel, etc.
We will be able in QlikView and Qlik Sense to easily change the following properties referring to the
graphics: appearance, orientation, colors, titles, arrangement, font type ...
QlikView includes predefined a wide type of graphics (bars, lines, pie, funnel, dispersion, speedometers,
blocks, mekko, radar), selectors and dynamic tables.
Key Features – Explores & Discovers
QlikView

216. QlikView
216
Analytical functionality
Formulas • Possibility of incorporating new variables from custom calculations / formulas
• Existence of predefined functions. Functions for the calculation of% growth, trends, inclusion of
financial functions, temporary functions, etc. ns, etc.
There is an expression editor within the tool to generate new columns based on existing ones. From this
editor we select the fields to perform the formula and the aggregation function (Sum, Average, Fashion,
Maximum, Minimum, Total Counter, Null Counter ...).
In an extra tab we will find a wide range of predefined functions grouped within the following Categories:
• Aggregation
• Chain
• Date and Hour
• Financial
• Logical
Forecasting • It allows to make predictions based on predefined algorithms
Functionality no available in QlikView
Key Features – Explores & Discovers
QlikView

217. QlikView
217
Analytical functionality
Statistical
tools/dates
mining
• Integration with external tools that allow to add predictive functionalities (R, Weka, Python)
To run Python from Qlikview it is necessary to add 2 libraries to Python (win32com and Pythoncom). Once
configured these libraries from the Module Editor of the tool using a Visual Basic script we use the function
defined in Python.
ATK R Connector for QlikView is a connector developed by an external company that allows the
incorporation of prediction capabilities thanks to the use of neural networks and econometric models
provided by R libraries.
It dates
Discovery
• Interactivity between the graphics and the rest of the components. As the user selects certain parts of
the dashboard, the graphics will be updated accordingly.
This is one of the strengths of QlikView since associative technology is used in memory so that all
associations between all analyzed fields are automatically maintained. By default, any selection in a
graphic, drop-down or element of our Scorecard will be reflected in all the components of our document
Key Features – Explores & Discovers
QlikView

218. QlikView
218
Multiplataforma
Mobile
platforms
• Availability in the different mobile platforms: Android, iOS, Windows Phone
• The mobile version of the tool, caters to the user of functionalities of compartición/collaboration with
other users
QlikView
is a multiplatform tool in which we can access the server via web browser. From the server we will access
the Access Point where we will see the different documents that we have available for our user. There is
also QlikView for iOS, this application available in the Apple App Store, complements access to previously
connected QlikView. The application offers a native user experience for the QlikView AccessPoint portal,
while extending and improving QlikView's HTML5 capabilities for analytical applications. With QlikView for
iOS, there is no difference between functionality with or without connection, the user has a true Business
Discovery in both ways.
Qlik Sense s mobile by nature (it is not necessary to download any application) and was created from the
beginning to offer a fully analytical functionality on all devices. There are no differences between the
mobile version and the desktop version. Qlik Sense includes the following key capabilities for mobility
• Mobile analysis without restrictions
• Creation in any place
• User interfac based in gestures
• Responsive Design
• Small devices look and feel
Key Features – Explores & Discovers
QlikView

219. QlikView
219
Social capacities and of collaboration
Alerts and
notifications
• Possibility of receiving alerts or notifications. It must be reported, for example, when a pre-configured
threshold has been exceeded.
There is an alert editor (Tools> Alerts) that will be executed when opening a document or when reloading
the information and in which we can configure:
• Condition: Expression that has to evaluate to true or dud to shoot the alarm
• Description: Title that describes us the operation of the alarm
• Message: Body of message for the alarm
• Receptors of Post: List of emails receptors of the notice
Export • Export graphics / dashboard PDF, PNG
• Export values ​​to CSV, XLS / XLSX
• Share dashboard with other users without needing them to access the data sources. The data will be
packaged / included within the Dashboard itself.
• The tool allows you to export the data sources, so that they can be loaded later
In a graphic we will be able to send your values ​​to Excel format and its content (data) to QlikView's own
formats (.qvo and .qvd), csv, txt, html and also in image formats (JPG, BMP, PNG and GIF) ). At the level
of the control panel we can export a capture of the same in the previously mentioned image formats and
the design of the document to use it as a template in future work.
In Qlikview the document export format is the .qvw, this will be the extension of our work and it includes
everything (data, reports, graphics, scripts, data model and connections).
Key Features – Share & Collaborate
QlikView

220. QlikView
220
Social capacities and of collaboration
Planificador
Distribution
• Delivery of reports/dashboards via mail
From the QlikView NPrinting report generation tool it is possible to distribute reports to users using a
wizard in which the following steps are performed:
1. Define a task of report and configure it (name, description, connection, folder allocate..)
2. Select reports
3. Add Addressees of the reports
4. Add Filters
5. Program the task
Key Features – Share & Collaborate
QlikView

221. QlikView
221
Security & Administration
Security • Integration security via JDBC
• Integration with application servers
• Integration with third authentication services (CAS, LDAP, AD, etc)
QliKView Can not deploy in IBM Websphere and needs any of the following servers web (see requests):
• QlikView Web server
• Microsoft IIS 6, 7, 7.5, 8 or 8.5
QliKView Is NOT compatible with IBM Tivoli Access Manager becuase his security only can be integrated
with (see requests):
• Microsoft Actuate Directory
• Microsoft NTLM
Key Features – Administration
QlikView

222. QlikView
222
Security & Administration
Security • Permits at the level of Report / Dashboard and data level permissions
In QlikView you can configure a security mechanism in two different ways: It can be embedded in the
QlikView document script, or it can be configured by using QlikView Publisher. To apply security we must
load the IDUSER, PASSWORD, SERIES, NTNAME (user or group name corresponding to a Windows NT
domain), OMIT (Contains a list of unauthorized fields and therefore should be omitted for this specific
user). You can use external authentication services by mapping using the previous fields, for example
using NTNAME as the Active Directory group, NTNAME = DOMAIN AD_GROUP_1.
• At the sheet level in a document we can allow or restrict the following tasks from Sheet Properties
Security: Add Sheet Objects, Delete Sheet Objects, Copy / Clone Sheet Objects, Access Sheet
Object Properties, Delete Sheet.
• We can also play with the visibility of a sheet in Sheet Properties General there is a Show Sheet
section (Always or Conditional)
Key Features – Administration
QlikView

223. QlikView
223
Security & Administration
Roles of
user/group
• Possibility of establishing roles for users / groups
• Application of Statistical Secrecy (LOPD). Hiding sensitive information. mation.
To complement the security view information it is recommended to visualize this whitepaper that includes a
view of the architecture at the security level and where the roles / users and the permissions at file level
are managed.
The tool does not directly include functionality to hide sensitive information and apply the statistical
system. There is a possibility that it would be the encryption of those sensitive fields using CryptoJS
cryptographic algorithms.
Key Features – Administration
QlikView

224. QlikView
224
Installation & Implementation
Citrix • Possibility of development in virtualized servers (Citrix MetaFrame, XenApp)
On PCs with low performance it is possible to connect to external virtualized Citrix servers and develop
(use of QlikView Desktop) on these. Although possible, this option is not recommended for QlikView
Server since it can be managed from the web console remotely.
Key Features – Administration
QlikView

225. QlikView
225
Installation & Implementation
Volumetry • Capacity of work with high data volumes
QlikView stores the information in memory and uses data compression algorithms based on columns
(reduce to 10% the original 50 GB size would be 5GB). 1 million rows for the treatment column (Mr., Ms.,
Ms.) will take up much less memory than a column in which you save the phone number. To recharge a
QlikView document, the script is executed and it recharges the information in memory. There is a formula
to calculate the necessary memory based on the concurrent users:
RAM = (User RAM × Number of concurrent users) + Initial RAM
Initial RAM = QVW tam. on disk × File size multiplier; Minimum initial RAM for 1 application
User RAM = initial RAM × userRAMratio; RAM consumed by each incremental user
QVW size on disk = Original Data × (1-Ratio of Compression); Size on disk QlikView file
Example: Original data = 50GB, Compression ratio = 90%, File size multiplier = 4, UserRamratio = 5%,
Number of concurrent users = 30.
QVW disk size = 50GB x (1-0.9) = 5GB
Initial RAM = 5 GB x 4 = 20 GB
User RAM = 20GB x 5% = 1GB
RAM = (1GB x 30) +20 GB = 50GB required to have 30 concurrent users and 50 GB of information
Key Features – Administration
QlikView

226. QlikView
Tool Review
226
QlikView

227. Tool Review
QlikView
227
Section QlikView
Access 45,0
Connect to Data 58,2
Transformation/Data Modeling 46,0
Integration 34,5
Analytical functionality 49,8
Dashboards Creation 33,4
Reports 48,0
Visualisations 64,0
Multiplataforma 36,0
Analysis of stages 18,0
Social capacities and of collaboration 40,0
Important content 22,5
Security & Administration 32,0
Installation & Implementation 44,7
Pricing 48,0
Multilenguaje 28,0
Total 648,1
QlikView

228. Amazon QuickSight
228

229. Index
Introduction
Architecture
Technical Review
User Features
Key Features
Tool Review
Amazon QuickSightAmazon QuickSight
229

230. Amazon QuickSight
Introduction
Amazon QuickSight
230

231. Introduction
Amazon QuickSight
Its motto is to provide business intelligence very fast, easy to use and managed
in the cloud for a tenth of the cost of traditional business intelligence solutions.
100% cloud tool under the AWS infrastructure.
It is a tool in private Beta phase so it has not been possible to prove and of
which there is a scarce documentation,
One of his slogans is that we will be able to create our first analysis in 60
seconds.
Amazon QuickSight
231

232. Amazon QuickSight
Architecture
Amazon QuickSight
232

233. Architecture
QuickSight Is a web BI tool 100% oriented to final user
Amazon QuickSightAmazon QuickSight
233

234. Architecture
Tools of recolección of data
Tools of storage
Tools of analysis
Amazon QuickSightAmazon QuickSight
234

235. Amazon QuickSight
Technical Review
Amazon QuickSight
235

236. Technical Review
Amazon QuickSight
Upload files or connect to AWS data services
Easily connect Amazon QuickSight to AWS data services, including Amazon Redshift,
Amazon RDS, Amazon Aurora, Amazon EMR, Amazon DynamoDB, Amazon S3 and
Amazon Kinesis; Upload CSV, TSV and spreadsheets files or connect to third-party data
sources, such as Salesforce.
Amazon QuickSight
236

237. Technical Review
Amazon QuickSight
Performance
Amazon QuickSight uses SPICE – a superfast, parallel, memory-optimized calculation engine
compiled from scratch to generate responses on large datasets.
SPICE: Engine of calculation in parallel memory ultrarrápido
Amazon QuickSight
237

238. Amazon QuickSight
Memory engine, parallel and super fast ("SPICE")
Created from scratch for the cloud, Amazon QuickSight's memory, parallel, and super-fast
computing engine ("SPICE") uses a combination of memory storage technologies in
columns enabled through the latest hardware innovations, machine code generation and
data compression to allow users to execute interactive queries on large datasets and get
quick responses.
SPICE supports rich calculations that help customers obtain valuable information from their
their analyzes, so they never have to worry about provisioning or managing the
infrastructure.
SPICE automatically replicates the data to provide high availability and, in addition, enables
QuickSight to scale thousands of users who can perform rapid interactive analyzes at a time
on a wide variety of AWS data sources.
Technical Review
Amazon QuickSight
238

239. Amazon QuickSight
Use BI solutions from AWS partners with Amazon QuickSight
Amazon QuickSight offers partners a simple SQL-like interface to query data stored in
This allows customers to continue to use the existing business intelligence tools of AWS
business intelligence partners and benefit from the faster performance delivered by SPICE.
Technical Review
Amazon QuickSight
239

240. Amazon QuickSight
User Features
Amazon QuickSight
240

241. User Features
Amazon QuickSight
Easy to use. Smart graphics are dynamically optimized for data.
Amazon QuickSight automatically derives data types and relationships, and offers
suggestions on the best possible visualizations (optimized for data) to help you get useful
and fast business information.
Visualise in minutesPoint to a data source
Amazon QuickSight
241

242. Amazon QuickSight
Ease of use. The intelligent charts optimise of dynamic way for the data.
Amazon QuickSight deduces automatically the types of data and the relations, and offers
suggestions on the best possible visualisations (optimised for the data) with the end to help
him to obtain useful business information and fast.
User Features
Amazon QuickSight
242

243. User Features
Amazon QuickSight
Share and collaborate
Amazon QuickSight allows you to share business information easily by grouping it into
interactive stories that can be shared with others.
With the Amazon QuickSight whiteboard feature, you can combine visualizations on
business panels, add comments and share them securely with a user or with large
groups of users in the organization.
Amazon QuickSight
243

244. User Features
Amazon QuickSight
Native access in the main mobile platforms
You can access Amazon QuickSight data using native apps for iPad, iPhone, and Android
tablets and phones. You can also control the availability of analyzes, stories, and panels for
offline viewing, as well as create offline annotations, so that they synchronize when the
device reconnects to the Internet.
Amazon QuickSight
244

245. Amazon QuickSight
Key Features
Amazon QuickSight
245

246. Amazon QuickSightAmazon QuickSight
246
Connect to Data
Archive • Possibility to configure files as data source. For example: Excel, CSV, XML, Text.
QuickSight allows to read text structured files.
Databases • Connections to databases. For example: SQL Server, MySQL, PostgreSQL, Teradata, IBM DB2, etc.
This tool does not allow you to connect to databases external to Amazon Services
Key Features – Access & Data Connection

247. Amazon QuickSightAmazon QuickSight
247
Key Features – Access & Data Connection
Transformation/Data Modeling
Interface of
development
• The development and modeling will be simple and, will not require the end user of advanced
programming knowledge. In addition, an interface for its development will be provided, either via the
web or through a desktop application.
Amazon QuickSight automatically infers the data types and relationships in its simple interface of web
development, and offers tips on the best possible displays (optimized for data) in order to help you obtain
information business quick and useful. Smart graphics are optimized for data dynamically.
Combination of
different origins
of data
• Possibility to combine several data sources.
QuickSight allows to combine pertinent data of :
• Archives of text
• Databases
• Amazon Elastic MapReduce
• Amazon Kinesis
• Amazon S3
• Amazon Redshift
• Amazon DynamoDB

248. Amazon QuickSightAmazon QuickSight
248
Visualisations
Charts • Possibility of formatting / configuring the graphics
• Types of advanced graphics: bubbles, heat maps, Gantt, waterfall, funnel, etc.
One of the most interesting features of Amazon QuickSight is that it suggests the type of graphic we
should choose for our input data.
QuickSight has a reduced set of graphics:
• Bar graphic
• Boards
• Scatter plot
• Lines graphics
• Pie Graphics
• Heat maps
Within the graphics the possibilities of configuration and format are limited. Amazon
QuickSight does not have maps or waterfall or funnel
Key Features – Explores & Discovers

249. Amazon QuickSightAmazon QuickSight
249
Analytical functionality
It dates
Discovery
• Interactivity between the graphics and the rest of the components. As the user selects certain parts of
the dashboard, the graphics will be updated as appropriate
First steps. Start quickly since you only have to log in, point to a data source and create the first display
in minutes.
Log in to QuickSight and point to a data source or upload a file to start visualizing the data with useful
information in just over a minute.
Key Features – Explores & Discovers

250. Amazon QuickSightAmazon QuickSight
250
Multiplataforma
Mobile
platforms
• Availability in the different mobile platforms: Android, iOS, Windows Phone
• The mobile version of the tool, provides the user with sharing / collaboration features with other users.
You can access Amazon QuickSight data using native apps for iPad, iPhone, and Android tablets and
phones. You can also control the availability of analyzes, stories, and panels for offline viewing, as well as
create offline annotations, so that they synchronize when the device reconnects to the Internet.
Key Features – Explores & Discovers

251. Amazon QuickSightAmazon QuickSight
251
Security & Administration
Security • Integration security via JDBC
• Integrationwith application server
QuickSight does not allow the deployment neither integration with any of these tools.
Key Features – Administration

252. Amazon QuickSightAmazon QuickSight
252
Installation & Implementation
Citrix • Possibility of development in virtualized servers (Citrix MetaFrame, XenApp)
It does not allow working in virtualized servers since it is a 100% cloud tool
Volumetry Working capacity with large data volumes
Through the use of the SPICE parallel, super-fast, memory-based calculation engine, Amazon QuickSight
uses a combination of memory-enabled, columnar storage technologies through the latest hardware
innovations, machine code generation, and data compression to enable Users run interactive queries on
large data sets and get quick responses.
SPICE automatically replicates the data to provide high availability and, in addition, enables QuickSight to
scale thousands of users who can perform rapid interactive analyzes at a time on a wide variety of AWS
data sources.
Key Features – Administration

253. Amazon QuickSight
Tool Review
Amazon QuickSight
253

254. Tool Review
Amazon QuickSight
254
Section Amazon QuickSight
Access 54,0
Connect to Data 21,6
Transformation/Data Modeling 32,0
Integration 3,0
Analytical functionality 16,6
Dashboards Creation 17,1
Reports 0,0
Visualizations 48,0
Multiplatform 24,0
Analysis of stages 0,0
Social capacities and of collaboration 23,0
Important content 4,5
Security & Administration 5,3
Installation & Implementation 34,7
Pricing 72,0
Multilenguaje 32,0
Total 387,8

255. 255
Pentaho

256. Introduction
Pentaho
256
Pentaho

257. Introduction
BI Suite developed under the philosophy of open source
Developed on Java, it makes Pentaho a very flexible and multiplatform solution.
Within this analytical solution, solutions are available to perform ETLs, reporting,
both interactive and pixel-perfect, OLAP web viewers and other tools.
257
Pentaho

258. Architecture
Pentaho
258
Pentaho

259. Architecture
Pentaho
Pentaho is distributed in 3 levels:
Light Clients
Server
Desktop Tools
259
Pentaho

260. Architecture
Pentaho
In turn, the architecture of Pentaho, consists of several layers
Data layer: used to connect to any data source.
260
Pentaho

261. Architecture
Pentaho
Server layer: intermediate layer within the architecture, the application
"runs" on the server and acts as an intermediate layer. Here, we have: BA
Server, Pentaho User Console and Pentaho Data Integration Server.
BA Server: Main container where to publish the dashboards and reports
that develop, so that, later are accessible by the users.
Pentaho User Console: It allows us to establish the security level of users
/ roles and defines which content to see in function of the roles to which
belongs.
Pentaho Dates Integration Server: it allows to administer and program
the works ETL.
261
Pentaho

262. Architecture
Pentaho
Client Layer: based on two main types:
Thin Client: it runs on the server and, among others, we could have
applications for the creation of dashboards with the Community
Dashboard Editor or, tools to exploit the information underlying the
system through the OLAP web viewers.
Thick Client: represents the applications that do not run within the
Pentaho environment but do have full interactivity with it, allowing you to
publish works developed with these applications. Some of these
applications are: Pentaho Data Integration, Pentaho Report Designer or
Schema Workbench.
262
Pentaho

263. Technical Review
Pentaho
263
Pentaho

264. Pentaho is an open platform, which incorporates the main tools of the Open
Source market. It has a large development community that allows the
platform to improve and expand constantly.
It is a standards-based Web solution that supports a large set of databases
and is integratable with other tools through Web services.
Technical Review
Pentaho
264
Pentaho

265. Pentaho offers on its platform a wide variety of connectors to Big Data
sources, as well as components and tools, to perform an effective processing
of data from them.
Technical Review
Pentaho
265
Pentaho

266. User Features
266
Pentaho

267. OLAP web viewer
OLAP drag & drop viewer with geographic capabilities. Ability to perform
calculations "on the fly", formula editor and many other new features.Finder
web OLAP
267
Pentaho
User Features

268. User Features
Interactive Reporting
Web tool that allows the creation of tabular drag & drop reports
It allows to include filters, sections and export to several formats (Excel, PDF,
etc)
268
Pentaho

269. Dashboards
Possibility of creating attractive dashboards in a few minutes
269
Pentaho
User Features

270. Scorecards
Tool to manage Scorecards, being able to: edit objectives, indicators, export
results, etc.
270
Pentaho
User Features

271. User Features
Pentaho Mobile: allows access to the platform from all types of mobile devices
271
Pentaho

272. User Features
Pentaho Dates Integration: Visual ETL tool that connects to all kinds of bases:
databases (JDBC, ODBC), Big Data sources (Hadoop, NoSQL), OLAP cubes, text
files, ERPs, Google Analytics, Salesforce, Web Services
272
Pentaho

273. User Features
Pentaho Report Designer: Desktop tool for the creation of pixel-perfect static
reports. It allows us to add filters and export the reports to the usual work
formats.
273
Pentaho

274. Key Features
Pentaho
274
Pentaho

275. 275
Key Features – Access & Data Connection
Connect to Data
Archive • Possibility to configure files as data source. For example: Excel, CSV, XML, Text.
Through the integration tool included in the Pentaho platform, it is possible to connect to a wide variety of
files (see column with Input value in the link: Pentaho-Data-Integration-Steps). Some of the possibilities
are: csv files, flat text files, JSON files, XML files or Excel files. In addition, certain actions can be specified
on the files to which it is connected, such as: range of rows to read, Excel tabs on which to process the
information or file coding.
There is also a plugin available in PDI and in the BA Server user console (Agile BI) to read csv data
sources and integrate them into the platform.
Databases • Connections to databases. For example: Oracle, SQL Server, MySQL, PostgreSQL, Teradata, IBM
DB2, etc.
As for the connection against databases, we have several tools that can undertake this purpose, among
them: Pentaho Report Designer, BA Server, Pentaho Data Integration, Schema Workbench. The
main databases to which it will be possible to connect are: Oracle, MySQL, PostgreSQL, Teradata, SQL
Server or MS Access..
Pentaho

276. 276
Key Features – Access & Data Connection
Connect to Data
Files SAS • Reading the SAS7BDAT of SAS files
One of the input steps present within Pentaho Data Integration gives the possibility to read sas7bdat files
(see SAS-Input). There are certain limitations when using this step within the tool: all the files that are read
for each copy of the step, must have the same format (same number of columns, with the same names
and types) and, for data of numerical type with NaN values, they will be automatically converted to null.
Cloud / Big
Dates
• Possibility to connect to Big Data or Cloud environments, such as Hadoop, Spark, Microsoft Azure,
etc.
Within the integration tool, Pentaho Data Integration, there is a wide variety of connectors for
communication with Big Data sources. Among the main ones, it has the ability to connect to tools in the
Hadoop environment, such as Cloudera, Hortonworks or Spark, connections to NoSQL databases
such as MongoDB, Hbase or Cassandra. (You can see the complete list of steps that connect with Big
data data sources in Pentaho-Data-Integration-Steps, where the category column has the Big Data value)
Pentaho

277. 277
Key Features – Access & Data Connection
Connect to Data
Cubes OLAP • Connection to OLAP cubes
The connection to OLAP cubes can be done through the integration tool, thanks to the steps Mondrian
Input (see Mondrian-Input) and OLAP Input for cubes of MSAS (see OLAP-Input). From the reporting tool,
Pentaho Report Designer (see use-analysis-cubes-in-report-designer), there will also be the possibility of
creating reports from data coming from OLAP cubes.
Similarly, within the BA Server, the dashboards created in the Dashboard Designer can include data from
views created in the OLAP viewer - Saiku or JPivot. In the case of the Pentaho platform, the OLAP server
used is Mondrian (see mondrian).
Other Services • In addition to the aforementioned data sources, the possibility of connecting to other environments
such as: web pages, social networks, code repositories, CRMs (Salesforce, Microsoft Dynamics, etc.),
Google Analytics
In Pentaho Data Integration there is the possibility of connecting to other data sources that are not so
usual. Within this group, we have steps for the connection with Open ERP (see OpenERP-Object-Delete,
OpenERP-Object-Input and OpenERP-Object-Output), the connection with web analytics services, such
as Google Analytics (Google-Analytics ), tools in the cloud, such as Google Docs, CRMs such as
Salesforce (SalesForce-Input, Salesforce-Delete, Salesforce-Insert, Salesforce-Update and Salesforce-
Upsert) or integration with middleware such as IBM Websphere (IBM-Websphere-MQ- Consumer, IBM-
Websphere-MQ-Producer).
Pentaho

278. 278
Key Features – Access & Data Connection
Connect to Data
Off-line way • Availability of having data in memory for agility in response time
• Possibility to consult data without connectionn
Regarding the possibility of consulting data without connection, within Pentaho, no mechanism is offered
to obtain this purpose. As for having data in memory that speeds up the times, yes. By default, the
Mondrian analysis engine does not include any caching components, but it does include the possibility of
including third-party caching systems.
The Enterprise version, has by default configured the distributed cache of JBoss Infinispan. Other
possibilities would be: Memcached and Pentaho Platform Delegating Cache (see mondrian-cache-
control).
Pentaho

279. 279
Key Features – Access & Data Connection
Transformation/Data Modeling
Interface of
development
• The development and modeling will be simple and, will not require the end user of advanced
programming knowledge. It will also provide an interface for its development, either via the web or,
through a desktop application
In the architecture we saw that the client layer was subdivided into two main types: Thin Client and Thick
Client. In both cases, independently of being an application executed directly on the server or, being a
desktop tool, the development and modeling will require certain knowledge at the data level and, in the
tools more related to the visualization part, it could require certain knowledge in Web programming..
Combination of
different origins
of data
• Combination of different data sources
With Pentaho Data Integration, one of the most powerful ETL tools on the market is available. With this,
we can combine different data sources. To do this, you simply have to use the steps that the tool brings,
for example: we could have a Table Input, which brings information from a database, Oracle for example,
a CSV file Input, that reads records from a file and , later a Merge Join or other union components could
be used to cross the data flows by the common column or columns that had those data sources.
Pentaho

280. 280
Key Features – Access & Data Connection
Integration
Personalised
portal
• Possibility of integration in an external portal (Liferay, Sharepoint, etc)
When we develop visualizations within the BA Server, these allow then to be embedded in other portals,
since they are accessible under a specific URL. So, if you wanted to include Pentaho content, for example
in Liferay, this could be done without problems since, each display responds to a URL. Obviously, it would
be necessary to manage the authentication mode, perhaps through a Single Sign On mechanism, since
in order to be able to visualize said contents, it must first be authenticated within the Pentaho platform.
Pentaho

281. 281
Visualisations
Charts • Possibility of formatting / configuring the graphics
• Types of advanced graphics: bubbles, heat maps, gantt, waterfall, funnel, etc.
In Pentaho Report Designer, we have the possibility to create reports with a high level of detail. Regarding
graphics, different types of graphics can be included, such as bar charts, series charts, areas, sectors,
thermometers, waterfalls, etc. These can be highly customizable, both in appearance and behavior.
Community Dashboard Editor, the tool for the development of dashboards allows us to include a wide
spectrum of graphics, maps and OLAP views on which we can modify numerous options of format and
style (see ccc-charts).
Tendencies/
References
Possibility to visualize or generate trend lines in a simple way, allowing the configuration of these
(average, linear, etc.) and, reference lines (markers), with different customization options.
In the case of Community Dashboard Editor dashboards, it is also possible to show trend lines and it will
also be possible to perform certain configurations on them: select type, color, show underlying area, etc.
Among the types of selectable trend lines are: linear, moving-average or weighted-moving-average(see
types-trend-lines).
Key Features – Explores & Discovers
Pentaho

282. 282
Analytical functionality
Formulas • Possibility of incorporating new variables from custom calculations / formulas
• Existence of predefined functions. Functions for the calculation of% growth, trends, inclusion of
financial functions, temporary functions, etc.
New variables can be incorporated from calculations / formulas in the OLAP viewers present in the
Community version of Pentaho. To do this, the definition of these variables must be specified directly in the
MDX language.
As for the existence of predefined functions, we could extend the functionality of our visualizations and
calculations through the power of the MDX language. As we already know, Pentaho uses OLAP Mondrian
server. He is able to interpret this language, so we could make use of the extensive list of present
functions to create more complex calculations (see documentation-mdx).
Forecasting • It allows to make predictions in base to predefined algorithms
Pentaho Dates Integration includes a plugin from which can make tasks of predictive analysis using the
algorithm of WEKA TimeSeries Forecasting. Also it includes a step designated WEKA Forecasting that
allows us use the .model , with models of minería created by WEKA.
Key Features – Explores & Discovers
Pentaho

283. 283
Analytical functionality
Statistical
tools/dates
mining
• Integration with external tools that allow to add functionalities predicitivas (R, Weka, Python)
Weka is the mining tool that Pentaho integrates into its suite.
A: There is the possibility to run R scripts from a Pentaho Data Integration step
Pentaho recently announced a native integration with Python (see newsletter). (see bulletin).
It dates
Discovery
• Interactivity between the graphics and the rest of the components. As the user selects certain parts of
the Dashboard, the graphics will be updated accordingly
When checking the data through analytical reports through the OLAP viewers within the Pentaho
environment, the visualizations included in them, have a certain degree of interactivity, being able to
change the type of graph, select subsets of data or filter in a simple way.
Community Dashboard Editor allows, down to the level of code, the interaction between graphics,
tables, selectors and other elements that we include in dashboards made.
Key Features – Explores & Discovers
Pentaho

284. 284
Analytical functionality
Integration with
Maps
• Possibility to show data in maps of a simple way. The maps will be able to integrate through: country,
city, postal code, latitude & longitude
• Interactivity of the map. Possibility of clicking on the locations shown on the map and that these modify
the content of other components within the Dashboard / Panel
• Heat maps. Possibility of establishing certain color intensities based on the underlying values.
In the case of the integration of maps, Pentaho is more limited compared to other tools of the competition.
However, Pentaho allows the integration in your dashboards, maps of Google Maps or any map
application. These can be dynamic and interact with the rest of the components of the dashboard
responding to certain events or actions.
To achieve this, it would be necessary to rely on the events that originated within Pentaho, and coordinate
them with the functionality of the selected map application.
Key Features – Explores & Discovers
Pentaho

285. 285
Multiplataforma
Mobile
platforms
• Availability in the different mobile platforms: Android, iOS, Windows Phone
• The mobile version of the tool, provides the user with sharing / collaboration features with other users.
Pentaho does not have official native applications. However, if you have an interface optimized for mobile
devices, Pentaho Mobile, which allows access from all sizes of devices. In addition, as an example,
dashboards designed with Community Dashboard Editor are responsive.
Key Features – Explores & Discovers
Pentaho

286. 286
Possibility of receiving alerts or notifications. It must be reported, for example, when a pre-configured threshold
has been exceeded.
Possibility of
receiving alerts
or notifications.
It must be
reported, for
example, when
a pre-
configured
threshold has
been exceeded.
• Possibility of receiving alerts or notifications. It must be reported, for example, when a pre-configured
threshold has been exceeded.
Pentaho has a large community behind it that makes the platform extend and improve quickly. One of the
tools that helps to promote that this fact is fulfilled, is the Pentaho Marketplace, thanks to which, we can
access a large number of plugins. Well, one of them is the Community Data Validation.
It is a data validator that will periodically make a set of questions about our data and perform certain
actions based on the answers to the questions given. (see
http://www.webdetails.pt/ctools/cdv/#section=notifications).
Key Features – Share & Collaborate
Pentaho

287. 287
Social capacities and of collaboration
Export • Export graphics / dashboard PDF, PNG
• Export values ​​to CSV, XLS / XLSX
• Share dashboard with other users without needing them to access the data sources.
• The data will be packaged / included within the dashboard itself
• The tool allows you to export the data sources, so that they can be loaded later
When we run reports created with Pentaho Reporting from the Pentaho BA Server we will be able to
export the reports in one of the following formats: PDF, HTML, CSV, Excel, RTF and Text.
Also from the Pentaho Interactive Reporting we can export the tabular reports to the usual formats.
In the Community Dashboard Editor there is the possibility to export to Excel the data of the graphics and
also to image format the graphics thanks to the plugin CGG.
Key Features – Share & Collaborate
Pentaho

288. 288
Social capacities and of collaboration
Planificador
Distribution
• Delivery of reports/dashboards via mail
Within the Pentaho BA Server user console, located in the directory browser, if we position ourselves on
Pentaho Reporting reports, we can access the available Schedule page through the File Actions panel.The
steps to make to program the sending of reports are:
• We chose the period of time. Something similar to what we would do with the CRON in Linux or
the task scheduler in Windows.
• It would also be necessary to select the types of files that should be taken into account for
planning. To have the possibility of planning via email, it is necessary that the email server has
been configured and enabled on the platform.
• The planning would already be created
• (See schedule-reports and set-up-an-email-server)
Key Features – Share & Collaborate
Pentaho

289. 289
Security & Administration
Security • Security integration via JDBC
• Integration with third-party authentication services (CAS, LDAP, AD, etc.)
• The information is always shown based on the roles to which the users belong, limiting the information
to be displayed when appropriate.
• Permissions at the level of Report / Dashboard
• Data level permissions
• Application of Statistical Secrecy (LOPD). Hiding sensitive information
• Integration in application servers
The Pentaho security configuration can be done either via the platform or through external providers. In
the first case, security would be achieved through the management of users / roles that Pentaho provides,
allowing for the management of existing roles the permissions that will be available to users under them.
In the case of security via external providers, we have several options: LDAP, Single Sign-On, Microsoft
AD and also via JDBC. The Pentaho security configuration can be done either via the platform or through
external providers. In the first case, security would be achieved through the management of users / roles
that Pentaho provides, allowing for the management of existing roles the permissions that will be available
to users under them. In the case of security via external providers, we have several options: LDAP, Single
Sign-On, Microsoft AD and also via JDBC (see security-for-ba-server and date-access-object).
Based on this basis, it is possible to achieve security at the report / dashboard level without problems.
Data-level permissions can be achieved through layers of metadata between the views and the underlying
data. With these, based on the users / roles that are authenticated, we could limit the data to be displayed
in the views (see dynamic-schema-processor-modify-mondrian-schema-in-run-time, mondrian-
access_control and Multi-Tenancy).
Pentaho can be deployed in the most popular application servers such as: Jboss, Apache Tomcat,
etc.
Key Features – Administration
Pentaho

290. 290
Security & Administration
Roles of
user/group
• Possibility to define roles for users/groups
In the Pentaho platform, through the user console, roles and users can be managed. To do this, the user
administrator, through the administration tab, can create users, roles and assign roles to users. By default,
there are 4 different types of roles: Administrator, Business Analyst Role, Power User Role and
Report Author Role. These, have a series of associated permissions (execution, reading, programming,
etc.) that can be modified if desired, or create new roles with the permissions that are desired (see
pentaho-security).
Key Features – Administration
Pentaho

291. 291
Installation & Implementation
Citrix • Possibility of development on virtualized servers (Citrix MetaFrame, XenApp)
Pentaho products work in virtualized environments when configured with the appropriate hardware and
operating system. We would install the desired tool or tools and we could work with them in the virtual
environment..
Key Features – Administration
Pentaho

292. 292
Installation & Implementation
Volumetry • Working capacity with large data volumes
When dealing with large volumes of data, in Pentaho different approaches can be adopted to try to handle
such a situation. At BA Server level, it is possible to configure a cluster of these so that, in association
with a load balancer, the load is distributed evenly and we can have better response times. At the level of
OLAP analysis, we have already seen in Access & Connection to Data, the different options that are
allowed in Mondrian to optimize the use of the cache.
At the level of data integration, with Pentaho Data Integration you have several options to handle large
volumes of data. With this tool, in addition to having steps that allow you to connect and work with the
main Big Data tools: Hadoop, Spark, Cassandra, MongoDB, etc., at the design level of the solution,
several scenarios are proposed that adapt perfectly to the handling of quantities huge amounts of data.
Within the tool, for this purpose, we can rely on the techniques of clustering and partitioning, which allow
the load or data handling can be distributed through several nodes (performance-and-scalability and pdi-
performance-tuning).
Key Features – Administration
Pentaho

293. Tool Review
293
Pentaho

294. Tool Review
294
Section Pentaho
Access 45,0
Connect to Data 51,0
Transformation/ Data Modeling 44,0
Integration 58,5
Analytical functionality 50,8
Dashboards Creation 25,7
Reports 72,0
Visualisations 56,0
Multiplataforma 12,0
Analysis of stages 18,0
Social capacities and of collaboration 31,0
Important content 18,0
Security & Administration 55,3
Installation & Implementation 44,0
Pricing 72,0
Multilenguaje 36,0
Total 689,4
Pentaho

295. Final Comparison
Analysis Tools BI
295

296. Final Comparison – final scores
Analysis Tools BI
296
666.4
601.0
679.2
648.1
387.8
703.8 689.4
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TABLEAU POWER BI INFORMATION BUILDERS QLIKVIEW AMAZON QUICKSIGHT SAS ANALYTICS PENTAHO
Tableau Power BI Information Builders Qlikview Amazon QuickSight SAS Analytics Pentaho

297. Analysis Tools BI
297
Final Comparison – Detail final scores
Section Tableau PowerBI
Information
Builders
SAS QlikView
Amazon
QuickSight
Pentaho
Access 36,0 36,0 36,0 45,0 45,0 54,0 45,0
Connect to Data 58,2 46,8 52,8 64,8 58,2 21,6 51,0
Transformation /Data Modeling 50,0 46,0 38,0 48,0 46,0 32,0 44,0
Integration 34,5 34,5 48,0 58,5 34,5 3,0 58,5
Analytical functionality 63,2 59,3 53,6 60,0 49,8 16,6 50,8
Dashboards Creation 36,0 36,9 26,6 30,0 33,4 17,1 25,7
Reports 24,0 24,0 72,0 48,0 48,0 0,0 72,0
Visualisations 72,0 64,0 56,0 72,0 64,0 48,0 56,0
Multiplataforma 36,0 36,0 36,0 36,0 36,0 24,0 12,0
Analysis of stages 18,0 0,0 27,0 27,0 18,0 0,0 18,0
Social capacities and of collaboration 39,5 32,5 41,5 40,5 40,0 23,0 31,0
Important content 27,0 27,0 27,0 18,0 22,5 4,5 18,0
Security & Administration 39,3 20,7 58,0 52,7 32,0 5,3 55,3
Installation & Implementation 52,7 33,3 46,7 47,3 44,7 34,7 44,0
Pricing 48,0 72,0 24,0 24,0 48,0 72,0 72,0
Multilenguaje 32,0 32,0 36,0 32,0 28,0 32,0 36,0
Total 666,4 601,0 679,2 703,8 648,1 387,8 689,4

298. Analysis Tools BI
298
Final Comparison – Detail final scores
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Tableau Power BI Information Builders Qlikview Amazon QuickSight SAS Analytics Pentaho
Acceso Transformación/Modelación Datos Integración Funcionalidad Analítica Creación Dashboards
Informes Visualizaciones Análisis de escenarios Capacidades sociales y de colaboración Contenido Importante
Seguridad & Administración Instalación & Implementación Multilenguaje Pricing

299. Bigdata.stratebi.com
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