Enabling Ad Hoc Reporting
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Are your users getting enough mileage out of the reports and dashboards you’re providing? Or do they still have unanswered questions that you’re fulfilling on a one-off basis? Regardless of how much effort you’ve put into understanding your users, it’s impossible to predict every question they will have. In this webinar, we will explore Ad Hoc reporting and see how to arm users with a drag and drop environment so that they can find answers to their custom questions on their own.
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Enabling Ad Hoc Reporting
- 1. Enabling Ad Hoc Reporting Providing self-service reporting to your users
- 2. 2 Data as a feature © Copyright 2000-2018 TIBCO Software Inc. Winter Helping Users Reach Goals with Data Spring Embedded BI: All Things Considered Summer Modern Reporting At Scale TBD Fall ???
- 3. 3 Hello from Jaspersoft! © Copyright 2000-2017 TIBCO Software Inc. Shane Swiderek Product Marketing Manager San Francisco, CA Raphael Peguet Sr. Solutions Consultant Dublin, Ireland
- 4. 4 Jaspersoft © Copyright 2000-2018 TIBCO Software Inc. A BI & analytics platform designed for software builders Architecture agnostic API-first approach Open standards Customizable (open source) PLATFORM EMBED - JavaScript API - Extensive REST APIs - Mobile apps & SDKs DESIGN - Pixel perfect reports and visualizations via IDE - Self-service via browser MANAGE - Tenants/users/roles - Repository - Import/export - Scheduling/export Multi-tenant support
- 5. Agenda © Copyright 2000-2018 TIBCO Software Inc. • What is Ad Hoc Reporting? • How to prepare data with metadata layer • Creating and customizing Ad Hoc Reports • Distributing Ad Hoc Reports • Q & A
- 6. 6 You can’t predict every questions your users will have! © Copyright 2000-2018 TIBCO Software Inc. but what about…? Report developer Casual user
- 7. 7 Canned vs Custom Reports © Copyright 2000-2018 TIBCO Software Inc. Canned Reports & Dashboards Built by developers and included by default for all your customers Same set of reports shared by all customers (secured by data security structure) Customer 2 Customer 1 Custom Reports & Dashboards Built by end users (or dev) and only consumed by that customer Each report must be stored separately (object level security) Customer 1 Customer 2
- 8. 8 Report Repository Layout © Copyright 2000-2018 TIBCO Software Inc. Public Folder – Canned Private Customer Folders – Custom Customer 1 Folder Customer 2 Folder Customer 1 Customer 2
- 9. 9 Two Types of Reporting © Copyright 2000-2018 TIBCO Software Inc. Pixel Perfect Reporting Self Service Web Reporting Designer Persona IT/Developer/Professional report writer Casual user/Power user For Pixel perfect, programmatic control across export formats Consumption on web –design and customization not primary concern Requires Technical training, SQL/Query knowledge A well designed and performant Data Warehouse Tables ✔ ✔ Charts ✔ (3 libraries supported) ✔ (1 library supported) Crosstabs ✔ ✔ Images ✔ (from URL, File, DB) ✔ (from URL) Hyperlinks ✔ ✔ Subreports ✔ Multiple Data sources ✔ Maps/Widgets/ 3rd Party Customizations ✔ Export to 9 Formats ✔ ✔ (not pixel perfect) Self service: Focus on easy creation, not control Pixel Perfect: 100% control of design
- 10. Agenda © Copyright 2000-2017 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Distributing Ad Hoc Reports • Q & A
- 11. 11 Process for building metadata layer © Copyright 2000-2018 TIBCO Software Inc. Specify Tables Derived Tables Joins Calc. Fields Display Names Secure + Localize Administrator
- 12. 12 Self-service report lifecycle © Copyright 2000-2018 TIBCO Software Inc. Metadata DistributeDesign Defines Schema (Domain) Design View/Dashboard in Online Editors Email, Mobile, Web Admin End Users
- 13. 13© Copyright 2000-2018 TIBCO Software Inc. Demo Creating a domain (metadata layer)
- 14. Agenda © Copyright 2000-2017 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Distributing Ad Hoc Reports • Q & A
- 15. 15 Self-service report lifecycle © Copyright 2000-2018 TIBCO Software Inc. Metadata DistributeDesign Defines Schema (Domain) Design View/Dashboard in Online Editors Email, Mobile, Web Admin End Users
- 16. 16 What can you design? © Copyright 2000-2017 TIBCO Software Inc. Crosstabs Charts Combinations (Dashboards) Tables
- 17. 17© Copyright 2000-2018 TIBCO Software Inc. Demo Designing an Ad Hoc Report
- 18. Agenda © Copyright 2000-2017 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Distributing Ad Hoc Reports • Q & A
- 19. 19 Self-service report lifecycle © Copyright 2000-2018 TIBCO Software Inc. Metadata DistributeDesign Defines Schema (Domain) Design View/Dashboard in Online Editors Email, Mobile, Web Admin End Users
- 20. 20© Copyright 2000-2018 TIBCO Software Inc. Demo Distributing an Ad Hoc Report
- 21. Agenda © Copyright 2000-2017 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Distributing Ad Hoc Reports • Q & A
- 22. 22 What next? © Copyright 2000-2017 TIBCO Software Inc. See How to Get Started http://www.jaspersoft.com/getting-started Try Jaspersoft Free for 60 Days http://www.jaspersoft.com/download O’Reilly Book: Embedding Analytics in Modern Apps www.jaspersoft.com > Resources Get your question(s) answered by an expert Send questions to: emea-jaspersoftdemo@tibco.com Next webinar: The Top 5 Analytics Types
- 23. 23 Thank you! © Copyright 2000-2018 TIBCO Software Inc.
Editor's Notes
- That’s why we built Jaspersoft. To provide software builders with the building blocks required to embed valuable data experiences into applications We handle the design and creation of reports, dashboards, and visualizations. We’ve invested a lot of effort in helping you embed those into your application in the way that you want. And we also give you the management and administrative power to control things like who has access to what data, how to add new customers to your deployment, and a number of additional controls to help you stay on top of security and distribution. Nearly everything that we’ve done from a product development standpoint has been geared to support this use case of embedding BI into applications.
- Here is where ad hoc reporting begins. In order to enable ad hoc reporting you first need to to abstract some of that complexity away from the database and present data to your users in a way that is comprehensible and intuitive. This involves creating a metadata layer. Again Jaspersoft calls these Domains. And it involves these six steps. First step is selecting the tables you want to use in your Domain. This process is assuming you’ve already connected to your data. Jaspersoft offers a lot of drivers out of the box but is also data agnostic and can connect to just about any data source. If necessary, you then have the option to create derived tables by entering a SQL query and selecting the columns you’d like in the result. You can perform joins between your tables, create calculated fields, and change your display names to something easier for your users.