CA Project & Portfolio Management—Jaspersoft Studio for the Report Developer

CA Project & Portfolio Management –
Jaspersoft Studio for the Report Developer
Linda Wray
Agile Management
CA Technologies
Services Architect - GD
AMX03E
@CAPPM
#CAWorld

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© 2015 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
The content provided in this CA World 2015 presentation is intended for informational purposes only and does not form any type of
warranty. The information provided by a CA partner and/or CA customer has not been reviewed for accuracy by CA.
For Informational Purposes Only
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Abstract
Jaspersoft Studio is the full-client reporting tool
used to develop complex report deliverables in
the 14.2 and above releases of CA PPM. Content
which cannot be pulled through the use of the
ad-hoc feature in ‘Advanced Reporting’ can be
queried from the database. This session will
empower developers to leverage the robust
functionality of this tool.
Linda Wray
CA Technologies
Software Architect –
Global Delivery

Agenda
INTRODUCTION TO JASPERSOFT STUDIO
JASPERSOFT STUDIO GENERAL CONCEPTS
JASPERSOFT STUDIO ADVANCED TOPICS
REPORT DEPLOYMENT
REPORT SCHEDULING
1
2
3
4
5
JASPERSOFT STUDIO DEMO6

Introduction to Jaspersoft Studio

 Source System
– database which stores application data
– used as the source for data content by the data warehouse (CA PPM)
 Data Warehouse
– subject-oriented, time-variant, collection of data stored to provide
efficient reporting
Common Terminologies

 ETL – Extract Transform & Load
– Extract – refers pulling data content from a source system
– Transform – relates to the transformation or references made to the
data allowing the content to be stored in a simplistic fashion
– Load – the population of the data into the data warehouse tables
 Stored Procedures – used to encapsulate a set of operations
or queries to be executed against the database server
 Domain – Jaspersoft semantic layer
– Semantic layer – the business representation of database content

 Data Sources
– Connection to data for reporting tools
 Database JDBC Connection
 Domains – used with ad-hoc reporting
 Stored Procedures
– PLSQL feature must be enabled
 Virtual Data Source
– Newer concept
 Additional components required
 Not SAAS compliant in current release

 Data Adapters within Jaspersoft Studio are Data Sources
which can be saved for future use
 Popular Data Adapter Options
– Database JDBC Connection
 Direct connection to database
– Domain JRS
 Repository domain access

CA PPM Data Architecture
CA PPM
Database ETL Process
CA PPM
Data
Warehouse
Jaspersoft Domains
(Semantic Layer)
Reports
Embedded: Pentaho
Data Integrator drives
ETL Load
Both Web Based
Ad-Hoc Reporting and
Full-Client reports
Business Logic and Labels
which allow Ad-Hoc
Analysis without
technical expertise

CA PPM Reports Architecture

Jaspersoft Studio General Concepts

Jaspersoft Studio - General Concepts
Report Data Objects
 Fields: $F{Field_Name}
– Values directly pulled from Data Adapter/Source
 Variables:$V{Variable_Name}
– Used to aggregate data and account for formula details
 Parameters:$P{Parameter_Name}
– Drive data returned in the report dynamically or prompted
– Multi-Value Parameter: $X{IN,Column_Name,Parameter_Name}

Design Considerations
 Data Types must be consistent between referenced objects
– java.lang.String
– java.lang.Integer
– java.math.BigDecimal
 Requires complex calculation logic
 Main Design Tabs
– Design – tab used to drag and drop objects for report layout
& configuration
– Source – XML source code which can be modified for report design
– Preview – generates report output

Input Controls
 Input Controls are used to populate list of values to be selected
for report parameters
 Note the Parameter Name must match report parameter

Jaspersoft Studio Advanced Topics

Jaspersoft Studio – Advanced Topics
Styles & Templates
 Styles – provide the option to configure formatting values to
be set to multiple report objects
 Templates – provide formatting to be reused at a general
report level
 Custom report templates can be created and stored in
the repository
 OOTB templates can be leveraged during report development

OOTB Report Style Templates
 Driven by the UI Theme setting within CA PPM
– Insert above Styles
 <template><![CDATA["repo:/ca_ppm/templates/reportStyleTemplate_" + $P{ppmUserUITheme}]]></template>
– Create
‘LoggedInUserAttribute_ppmUserUITheme’
parameter
– Create ‘ppmUserUITheme’ parameter

OOTB Localization
 Driven by the language setting within CA PPM
– Associate report to Resource Bundle

OOTB Localization
 Replace all report labels with the corresponding key available
in the Report Resource Bundle
(CA PPM/Resources/Localization/Report Resource Bundle).
– <textFieldExpression><![CDATA[$R{ProjectKey}]]></textFieldExpression>
 Note: if a corresponding key is not available in the resource
bundle, you need to add it to the resource bundle.
 Publish the report to the JasperReports server.

OOTB Localization
 Navigate to the report properties ‘Controls & Resources’ page
 In the Resources section of this page, click Add Resource…
The Locate File dialog opens.

OOTB Localization
 Provide the Resource Name, ID and Description as
‘CSK_Report_Resource_Bundle’. Click ‘Next’. Click ‘Submit’

Row Level Security
 Data content is filtered by using security views
 Sample:

Sub-Reports
 Provide ability to return additional query based content
 Add table style sections to report
 Sub-Reports are joined to the main report using parameters
 Are added as ‘Resources’ when deployed to
JasperReports Server

Charts
 Element Chart
– Basic chart concepts to be used in reports
 Components Pro Charts
– Provide additional features
– Widgets
– Advanced HTML5 outputs
 Flexible Configuration
 More features and flare
 Note: not all HTML5 content is not supported
– It has been found the html5 GANTT charts do not render

Jaspersoft Studio Report Deployment

 Jaspersoft Studio Wizard
– Ability to deploy reports
– Basic report layouts
 JasperReports Server (Recommended)
– Use the portal to deploy the report and dependencies
– Complex report layouts
– Recommended deployment option
 Combination of technologies can be used to facilitate the
maintenance of deployment
Report Deployment Options

JasperReports Server Deployment
 Browse to deployment folder and Right-Click
 Hover over ‘Add Resource’ and Left-Click ‘JasperReport’

 Set Up the Report page
– Enter Name, ID, and Browse to select report file

 Associate necessary ‘Resources’ and ‘Input Controls’

 Select ‘Data Source’ from repository and click ‘Submit’

Jaspersoft Studio Demo

Q & A

Recommended Sessions
SESSION # TITLE DATE/TIME
AMT07S CA PPM for Business Transformation at Philips 11/19/2015 at 3:45 pm
AMT34S Managing Demand Across Organizations at Amway 11/19/2015 at 3:45 pm
AMT19S
Panel Discussion: Migrating to 14.2;
New Advanced Reporting
11/19/2015 at 4:30 pm

Must-See Demos
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CA PPM
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Identify the
Right
Investments
CA PPM
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to Meet
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CA PPM
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Transformation
CA PPM
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For More Information
To learn more, please visit:
http://cainc.to/Nv2VOe
CA World ’15

CA Project & Portfolio Management—Jaspersoft Studio for the Report Developer

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