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Turn your integrated data into valuable reports for users
Easy Data Integration Tips for
Building High-Value Reporting
Systems
2
Hello from TIBCO!
© Copyright 2000-2019 TIBCO Software Inc.
Shane Swiderek
Product Marketing Manager
San Francisco, CA
Gene Arnold
Sr. Solutions Consultant
Greater New York City Area
33 © Copyright 2000-2019 TIBCO Software Inc.
Reports turn data into actionable
information
44 © Copyright 2000-2019 TIBCO Software Inc.
Web service
Flat file
But the data needed for
reports is often
distributed across
applications, databases,
and other data sources
55
You need to get data ready for reporting.
But where do you start?
© Copyright 2000-2019 TIBCO Software Inc.
Agenda
© Copyright 2000-2019 TIBCO Software Inc.6
• Product introductions
& demos
• Use case #1 overview &
demo
• Use case #2 overview &
demo
• Q & A
77
To build an end-to-end reporting system,
you need a way to…
© Copyright 2000-2019 TIBCO Software Inc.
Connect to and
prepare data
Develop and
distribute reports
8
What is TIBCO Cloud Integration Connect?
Ease of Use
● Graphical user interface
● Console for lifecycle
management
Time to Value
● Collaborative design environment
● Self-documenting interface
Flexibility
● Metadata discovery
● Full API control
8
Cloud-based, drag-and-drop data connectivity and integration platform
© Copyright 2000-2019 TIBCO Software Inc.
99
Add TCI Connect vs JETL
© Copyright 2000-2019 TIBCO Software Inc.
TIBCO Cloud Integration
Connect
TIBCO Jaspersoft ETL
What is it?
Modern low-code, data replication
and integration service
High code, data movement &
integration tool
Deployment
● SaaS
● Updates and new connectors
released automatically
● Installed
● Need to plan for new releases
and upgrades
Job editing Allows API and GUI-based editing Allows code-level editing
Best suited for
● Cloud-centric software
environments
● Don’t want to manage
infrastructure
● Complex data transformation
requirements
●
10
TCI Connect demo
11
What is TIBCO Jaspersoft?
© Copyright 2000-2019 TIBCO Software Inc.
Casual application user
Consumed by this audience.
Non-technical, non-analyst user.
Multi-tenant support
Pre-configured. Manage access and security to data
& resources for all your SaaS customers
Fits in any architecture
Deploy using any method. Run anywhere and
on any thing. 100% open architecture.
API-first approach
Built to 100% web standards, including our
award-winning JavaScript API for
embedding, visualize.js
An embeddable reporting & data visualization platform designed for software builders
12
Jaspersoft demo
Agenda
© Copyright 2000-2019 TIBCO Software Inc.13
• Product introductions &
demos
• Use case #1 overview
& demo
• Use case #2 overview &
demo
• Q & A
1414 © Copyright 2000-2019 TIBCO Software Inc.
Use cases
Report bursting Event reporting
The process of distributing a large volume of personalized
reports at once (on a schedule or ad hoc).
The process of distributing reports based on a change
in one or more of the source databases
15
The situation...
Burst reporting
Bob
Meet Bob. Bob works in IT for
an online grocery store.
Every month, Bob needs to send
personalized invoices to grocery store
customers outlining their purchases
during the prior month...
© Copyright 2000-2019 TIBCO Software Inc.
16
And the grocery store has thousands of customers...
The situation cont...
Burst reporting
© Copyright 2000-2019 TIBCO Software Inc.
17
How does Bob
do it?
Burst reporting
© Copyright 2000-2019 TIBCO Software Inc.
18
Scheduler triggered.
Integration workflow runs.
Bob’s solution
Base template / design for
report is developed
Design report
template
Step 1
Identity data of burst report recipients is
accessed including unique customer IDs
Connect to list of
desired burst report
recipients
Step 2 Step 4
Online grocery store
customers receive
personalized reports
Generate & deliver
reports
Schedule: Run first day of
month (recurring)
Create integration workflow
Step 3
Instructions are written for collecting
data and submitting requests to
reporting engine
Produce report
Query customer
For each customer
IF
else
Missing customer
ID
Burst reporting
© Copyright 2000-2019 TIBCO Software Inc.
19
Report bursting demo
Agenda
© Copyright 2000-2019 TIBCO Software Inc.20
• Product introductions &
demos
• Use case #1 overview &
demo
• Use case #2 overview
& demo
• Q & A
2121 © Copyright 2000-2019 TIBCO Software Inc.
Use cases
Report bursting Event reporting
The process of distributing a large volume of personalized
reports at once (on a schedule or ad hoc).
The process of distributing reports based on a change
in one or more of the source databases
22
The situation...
Sarah
Meet Sarah. Sarah is a
sales administrator for a
software company.
Sarah oversees the company’s sales
processes including routing new sales
opportunities to senior sales reps
Junior sales
rep
Prospective
customer
Senior sales rep
Creates new
sales opportunity
I’d like to learn more
about your products!
© Copyright 2000-2019 TIBCO Software Inc.
Event reporting
23
The situation cont...
When an opportunity is created, Sarah needs to quickly communicate
details about the opportunity to the relevant salespeople
New sales opportunity
Opp report
Opp report
© Copyright 2000-2019 TIBCO Software Inc.
Event reporting
24
How does Sarah
do it?
In progress
Event reporting
© Copyright 2000-2019 TIBCO Software Inc.
25
How to implement the solution
Salespeople receive report based on
rules defined in integration workflow
Data and specified fields needed for
report are accessed
Report template is
developed
Design report
template
Create integration workflow
Step 1 Step 3
Connect to opportunity
data
Step 2 Step 4
Generate & deliver
reports
Event occurs (opp is created).
Integration workflow runs.
Instructions are written for collecting
data and to route reports to the correct
salespeople
Account / company name
Company revenue
Contact email
Region / territory
Contact name
Opportunity description
Sales manager
Sr. sales rep (East
coast)
Sr. sales rep (West
coast)
Prospect based in New York
Wait for message from Salesforce
Get opportunity data
© Copyright 2000-2019 TIBCO Software Inc.
Event reporting
26
Event reporting demo
© Copyright 2000-2018 TIBCO Software Inc.27
28
jaspersoft.comcloud.tibco.com
Learn more and try for free
© Copyright 2000-2019 TIBCO Software Inc.
2929 © Copyright 2000-2019 TIBCO Software Inc.
Appendix

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Easy Data Integrations Tips for High-Value Reporting

  • 1. Turn your integrated data into valuable reports for users Easy Data Integration Tips for Building High-Value Reporting Systems
  • 2. 2 Hello from TIBCO! © Copyright 2000-2019 TIBCO Software Inc. Shane Swiderek Product Marketing Manager San Francisco, CA Gene Arnold Sr. Solutions Consultant Greater New York City Area
  • 3. 33 © Copyright 2000-2019 TIBCO Software Inc. Reports turn data into actionable information
  • 4. 44 © Copyright 2000-2019 TIBCO Software Inc. Web service Flat file But the data needed for reports is often distributed across applications, databases, and other data sources
  • 5. 55 You need to get data ready for reporting. But where do you start? © Copyright 2000-2019 TIBCO Software Inc.
  • 6. Agenda © Copyright 2000-2019 TIBCO Software Inc.6 • Product introductions & demos • Use case #1 overview & demo • Use case #2 overview & demo • Q & A
  • 7. 77 To build an end-to-end reporting system, you need a way to… © Copyright 2000-2019 TIBCO Software Inc. Connect to and prepare data Develop and distribute reports
  • 8. 8 What is TIBCO Cloud Integration Connect? Ease of Use ● Graphical user interface ● Console for lifecycle management Time to Value ● Collaborative design environment ● Self-documenting interface Flexibility ● Metadata discovery ● Full API control 8 Cloud-based, drag-and-drop data connectivity and integration platform © Copyright 2000-2019 TIBCO Software Inc.
  • 9. 99 Add TCI Connect vs JETL © Copyright 2000-2019 TIBCO Software Inc. TIBCO Cloud Integration Connect TIBCO Jaspersoft ETL What is it? Modern low-code, data replication and integration service High code, data movement & integration tool Deployment ● SaaS ● Updates and new connectors released automatically ● Installed ● Need to plan for new releases and upgrades Job editing Allows API and GUI-based editing Allows code-level editing Best suited for ● Cloud-centric software environments ● Don’t want to manage infrastructure ● Complex data transformation requirements ●
  • 11. 11 What is TIBCO Jaspersoft? © Copyright 2000-2019 TIBCO Software Inc. Casual application user Consumed by this audience. Non-technical, non-analyst user. Multi-tenant support Pre-configured. Manage access and security to data & resources for all your SaaS customers Fits in any architecture Deploy using any method. Run anywhere and on any thing. 100% open architecture. API-first approach Built to 100% web standards, including our award-winning JavaScript API for embedding, visualize.js An embeddable reporting & data visualization platform designed for software builders
  • 13. Agenda © Copyright 2000-2019 TIBCO Software Inc.13 • Product introductions & demos • Use case #1 overview & demo • Use case #2 overview & demo • Q & A
  • 14. 1414 © Copyright 2000-2019 TIBCO Software Inc. Use cases Report bursting Event reporting The process of distributing a large volume of personalized reports at once (on a schedule or ad hoc). The process of distributing reports based on a change in one or more of the source databases
  • 15. 15 The situation... Burst reporting Bob Meet Bob. Bob works in IT for an online grocery store. Every month, Bob needs to send personalized invoices to grocery store customers outlining their purchases during the prior month... © Copyright 2000-2019 TIBCO Software Inc.
  • 16. 16 And the grocery store has thousands of customers... The situation cont... Burst reporting © Copyright 2000-2019 TIBCO Software Inc.
  • 17. 17 How does Bob do it? Burst reporting © Copyright 2000-2019 TIBCO Software Inc.
  • 18. 18 Scheduler triggered. Integration workflow runs. Bob’s solution Base template / design for report is developed Design report template Step 1 Identity data of burst report recipients is accessed including unique customer IDs Connect to list of desired burst report recipients Step 2 Step 4 Online grocery store customers receive personalized reports Generate & deliver reports Schedule: Run first day of month (recurring) Create integration workflow Step 3 Instructions are written for collecting data and submitting requests to reporting engine Produce report Query customer For each customer IF else Missing customer ID Burst reporting © Copyright 2000-2019 TIBCO Software Inc.
  • 20. Agenda © Copyright 2000-2019 TIBCO Software Inc.20 • Product introductions & demos • Use case #1 overview & demo • Use case #2 overview & demo • Q & A
  • 21. 2121 © Copyright 2000-2019 TIBCO Software Inc. Use cases Report bursting Event reporting The process of distributing a large volume of personalized reports at once (on a schedule or ad hoc). The process of distributing reports based on a change in one or more of the source databases
  • 22. 22 The situation... Sarah Meet Sarah. Sarah is a sales administrator for a software company. Sarah oversees the company’s sales processes including routing new sales opportunities to senior sales reps Junior sales rep Prospective customer Senior sales rep Creates new sales opportunity I’d like to learn more about your products! © Copyright 2000-2019 TIBCO Software Inc. Event reporting
  • 23. 23 The situation cont... When an opportunity is created, Sarah needs to quickly communicate details about the opportunity to the relevant salespeople New sales opportunity Opp report Opp report © Copyright 2000-2019 TIBCO Software Inc. Event reporting
  • 24. 24 How does Sarah do it? In progress Event reporting © Copyright 2000-2019 TIBCO Software Inc.
  • 25. 25 How to implement the solution Salespeople receive report based on rules defined in integration workflow Data and specified fields needed for report are accessed Report template is developed Design report template Create integration workflow Step 1 Step 3 Connect to opportunity data Step 2 Step 4 Generate & deliver reports Event occurs (opp is created). Integration workflow runs. Instructions are written for collecting data and to route reports to the correct salespeople Account / company name Company revenue Contact email Region / territory Contact name Opportunity description Sales manager Sr. sales rep (East coast) Sr. sales rep (West coast) Prospect based in New York Wait for message from Salesforce Get opportunity data © Copyright 2000-2019 TIBCO Software Inc. Event reporting
  • 27. © Copyright 2000-2018 TIBCO Software Inc.27
  • 28. 28 jaspersoft.comcloud.tibco.com Learn more and try for free © Copyright 2000-2019 TIBCO Software Inc.
  • 29. 2929 © Copyright 2000-2019 TIBCO Software Inc. Appendix