Fundamentals of Ad Hoc Reporting: Create a beautiful report-building oasis for your users

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Providing your users and customers with helpful reports and dashboards is one thing. But you can’t expect to predict every question they will have. Ad hoc or self-service reporting puts the power of report-making into your users’ hands. Provided a drag-and-drop interface, users of any skill level can build reports and get answers to custom questions—all on their own. With a few simple steps, you can turn your complex source data into easy-to-understand fields & measures and create a beautiful report-building oasis for your users. In this webinar, you will learn how to: - Prepare data for your users by creating a metadata layer that makes it easy for them to understand - Build an ad hoc report from scratch using an intuitive, web-based design environment - Make customizations to reports, save them for later use, and share reports with others

The Fundamentals of Ad Hoc
Reporting
How to create a report building oasis for your users

2
What is this all about?
© Copyright 2000-2018 TIBCO Software Inc.
Business usersReport developer
What
about Y?
What
about Z?
What
about X?
Reports
New report requests

3
Hello from Jaspersoft!
© Copyright 2000-2018 TIBCO Software Inc.
Raphael Peguet
Sr. Solutions Consultant
Dublin, Ireland
Shane Swiderek
Product Marketing Manager
San Francisco, CA

4
What is 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

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
What is Ad Hoc reporting?
© Copyright 2000-2018 TIBCO Software Inc.
Hmm??
Casual business user
Question tier
Aha!
Answer tierReporting tier
Drag-and-drop report design environment

7
Canned vs Custom Reports
© Copyright 2000-2018 TIBCO Software Inc.
Canned Reports
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 aka “Ad Hoc” Reports
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
Report Repository Layout
© Copyright 2000-2018 TIBCO Software Inc.
Public Folder – Canned
Private Customer Folders – Custom / Ad Hoc
Customer 1 Folder Customer 2 Folder
Customer 1
Customer 2

9
Two Types of Reporting
© Copyright 2000-2018 TIBCO Software Inc.
Pixel-perfect canned
reporting
Ad Hoc / web-based
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© Copyright 2000-2018 TIBCO Software Inc.
How do you create a report
building oasis for your users?

11© Copyright 2000-2018 TIBCO Software Inc.
Make your
data easy
Supply intuitive design
environment
Simplify
distribution

Agenda
© Copyright 2000-2018 TIBCO Software Inc.
• What is Ad Hoc Reporting?
• Preparing data for users
with metadata layer
• Creating and customizing
Ad Hoc Reports
• Saving & sharing Ad Hoc
Reports
• Q & A

13
Process for building metadata layer
© Copyright 2000-2018 TIBCO Software Inc.
Specify
Tables
Derived
Tables
Joins
Calc.
Fields
Pre-filters
Display
names
Administrator

14
Self-service report lifecycle
© Copyright 2000-2018 TIBCO Software Inc.
Metadata DistributeDesign
Defines Schema
(Domain)
Design/View Reports in
Online Editors
Email, Mobile, Web
Admin Business Users

15© Copyright 2000-2018 TIBCO Software Inc.
Demo
Creating a domain
(metadata layer)

17
Self-service report lifecycle
© Copyright 2000-2018 TIBCO Software Inc.
Metadata DistributeDesign
Defines Schema
(Domain)
Email, Mobile, Web
Admin End Users
Design/View Reports in
Online Editors

18
What can you design?
© Copyright 2000-2018 TIBCO Software Inc.
Crosstabs
Charts Combinations (Dashboards)
Tables

19© Copyright 2000-2018 TIBCO Software Inc.
Demo
Designing an Ad Hoc Report

21
Self-service report lifecycle
© Copyright 2000-2018 TIBCO Software Inc.
Metadata DistributeDesign
Defines Schema
(Domain)
Email, Mobile, Web
Admin End Users
Design/View Reports in
Online Editors

22© Copyright 2000-2018 TIBCO Software Inc.
Demo
Distributing an Ad Hoc Report

24
What next?
© Copyright 2000-2018 TIBCO Software Inc.
See How to Get Started
https://www.jaspersoft.com/getting-started
Try Jaspersoft Free for 60 Days
https://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: na-jaspersoftdemo@tibco.com
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1. The Fundamentals of Ad Hoc Reporting How to create a report building oasis for your users

4. 4 What is 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

7. 7 Canned vs Custom Reports © Copyright 2000-2018 TIBCO Software Inc. Canned Reports 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 aka “Ad Hoc” Reports 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

9. 9 Two Types of Reporting © Copyright 2000-2018 TIBCO Software Inc. Pixel-perfect canned reporting Ad Hoc / web-based 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

12. Agenda © Copyright 2000-2018 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Saving & sharing Ad Hoc Reports • Q & A

14. 14 Self-service report lifecycle © Copyright 2000-2018 TIBCO Software Inc. Metadata DistributeDesign Defines Schema (Domain) Design/View Reports in Online Editors Email, Mobile, Web Admin Business Users

16. Agenda © Copyright 2000-2018 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Saving & sharing Ad Hoc Reports • Q & A

17. 17 Self-service report lifecycle © Copyright 2000-2018 TIBCO Software Inc. Metadata DistributeDesign Defines Schema (Domain) Email, Mobile, Web Admin End Users Design/View Reports in Online Editors

20. Agenda © Copyright 2000-2018 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Saving & sharing Ad Hoc Reports • Q & A

21. 21 Self-service report lifecycle © Copyright 2000-2018 TIBCO Software Inc. Metadata DistributeDesign Defines Schema (Domain) Email, Mobile, Web Admin End Users Design/View Reports in Online Editors

23. Agenda © Copyright 2000-2018 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Saving & sharing Ad Hoc Reports • Q & A

24. 24 What next? © Copyright 2000-2018 TIBCO Software Inc. See How to Get Started https://www.jaspersoft.com/getting-started Try Jaspersoft Free for 60 Days https://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: na-jaspersoftdemo@tibco.com Next webinar: Opening the hood: How to evaluate and select an embedded BI product

25. Thank you!

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