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How to Build Dashboards with Jaspersoft
Your data probably looks like this
…




            Transactional


                                 Flat files



© 2009 Jaspersoft Corporation.
                                              Star Schema   2
… but you want it to look like this




©2013 Jaspersoft Corporation.         3
How do I get there with Jaspersoft?




                        Data    BI Server   Dashboards


©2013 Jaspersoft Corporation.                            4
How do I get there with Jaspersoft?




                   Data         ETL   BI Server   Dashboards




©2013 Jaspersoft Corporation.                                  5
Don’t Forget About Information Design

 “We are overwhelmed by information, not because there is
   too much, but because we don't know how to tame it.”
                                   - Stephen Few


                                 Don’t be a
                                 winner of the
                                 Dashboard
                                 Hall of Shame




© 2013 Jaspersoft Corporation.
A Few Dashboard Design Tips

 Keep it simple
          Focus on 2-3 different answers per dashboard
          Target the user, avoid mixing user classes (ie. VP Sales with VP Marketing)
          Define drill paths


 Tune the interface
              Desktop and mobile devices – Tablets & Phones?
              Avoid scroll bars, 3-D charts, pie and dial gauges
              KPI flags – makes it easier to spot outliers
              Leverage interactivity – tooltips, input controls, drill down




©2013 Jaspersoft Corporation
Agenda

   Jaspersoft Introduction
   Overview Jaspersoft Dashboards
   Demo
   Building Dashboards with Jaspersoft
   Demo
   Q&A
We Need “Intelligence Inside”

We want information to FIND US, not the other way round


                                     “We need Intelligence Inside
                                     the applications and business
                                     processes we use every day.”


                                    Pipeline dashboard inside SaaS CRM app
                                    Performance report inside partner portal
                                    Salary data visualizations inside HR intranet
                                    Portfolio analytics inside client website
                                    Tickets crosstab inside custom helpdesk app
                                    Interactive charts inside native mobile app

 ©2013 Jaspersoft Corporation.                                                       9
Jaspersoft: The Intelligence Inside




Self-Service BI                 +   Embeddable           +      Affordable
        “We empower millions of people every day to make decisions
        faster by delivering timely, actionable data to them inside their apps
        and business process through an embeddable, cost-effective
        reporting and analytics platform.”

©2013 Jaspersoft Corporation.                                                    10
Jaspersoft: High Growth and Momentum

50%+ ACV Growth Every Year          World’s Most Widely Deployed BI
                                • Commercial Open Source BI Suite
                                •   Nearly 200 people in US, EMEA, APAC, LAD
                                •   16,000,000 downloads
                                •   325,000 community members
                                •   130,000 embedded applications
                                •   15,000 paying customers
                                •   1,800 subscription customers

                                Broad Recognition, Strong Partnerships


                                                                Magic Quadrants




©2013 Jaspersoft Corporation.                                                11
Poll Question

         Do you want dashboards for your internal
         organization to use or to be embedded in
                     your application?




© 2013 Jaspersoft Corporation.                      12
Agenda

   Jaspersoft Introduction
   Overview Jaspersoft Dashboards
   Demo
   Building Dashboards with Jaspersoft
   Demo
   Q&A
Jaspersoft Products

                                                    Reporting Engine



                                                      Visual Report
                                                 Design Environment
                                Studio

                                         Ad Hoc Reports, Dashboards,
                                           In-Memory Analysis Server


                                                     Powerful OLAP
                                                       Data Analysis


                                                   High Performance
                                                     Data Integration
                                                                        14
©2013 Jaspersoft Corporation.
Jaspersoft Products

                                                    Reporting Engine



                                                      Visual Report
                                                 Design Environment
                                Studio

                                         Ad Hoc Reports, Dashboards,
                                           In-Memory Analysis Server


                                                     Powerful OLAP
                                                       Data Analysis


                                                   High Performance
                                                     Data Integration
                                                                        15
©2013 Jaspersoft Corporation.
Sample Jaspersoft Dashboard

                                      Input controls

     Interactive maps




     KPI Flags
                                        KPI Indicators
                               Bullet & Sparkline charts
©2013 Jaspersoft Corporation
Jaspersoft Dashboards

 Highly interactive
        Drilldown, input controls,
         chart interactivity
        Maps, Widgets, & Charts
 Easy to design
        Drag & drop layout design
        Accessible via secure repository
        Dynamic resize & free form
         layout

 Live report elements
        Dynamic near real-time
         individual frame level refresh

 Global or local controls

©2013 Jaspersoft Corporation.                  17
Jaspersoft Dashboards

 Highly interactive
        Drilldown, input controls,
         chart interactivity
        Maps, Widgets, & Charts
 Easy to design
        Drag & drop layout design
        Accessible via secure repository
        Dynamic resize & free form
         layout

 Live report elements
        Dynamic near real-time
         individual frame level refresh

 Global or local controls

©2013 Jaspersoft Corporation.                  18
Agenda

   Jaspersoft Introduction
   Overview Jaspersoft Dashboards
   Demo
   Building Dashboards with Jaspersoft
   Demo
   Q&A
Connecting to your Data - Direct




                        Data                 BI Server                     Dashboards
        Connectivity Tutorials:
        http://community.jaspersoft.com/wiki/connecting-jasperreport-server-your-database

©2013 Jaspersoft Corporation.                                                               20
Connecting to your Data - ETL




                   Data             ETL                BI Server   Dashboards

       ETL Tutorials (sponsored by Talend):
       http://www.talendforge.org/tutorials/menu.php

©2013 Jaspersoft Corporation.                                                   21
Dashboards from a Central Warehouse

           Data Source(s)        Create ETL Jobs




   ODS / Data Mart / Warehouse




© 2013 Jaspersoft Corporation                      22
Building Jaspersoft Dashboards

1. Build your reports

 Highly formatted, interactive, multi-
      component reports
         Use iReport Designer / Jaspersoft Studio
         Check out the tutorials
 Simple interactive reports
         Use Ad Hoc Report Designer with
          JasperReports Server
         Tutorials
 Analysis views – crosstabs
         Use Jaspersoft Domains or Jaspersoft
          OLAP – installed with JasperReports
          Server
         Tutorials
                                                     2/21/2013   23
©2013 Jaspersoft Corporation.
Building Jaspersoft Dashboards


2. Deploy your reports

 Save report to repository
  (JasperReports Server)
 Validate or define security
  settings - object or row/column
  level (requires Domains)




©2013 Jaspersoft Corporation.       2/21/2013   24
Building Jaspersoft Dashboards


3. Layout your dashboard

 Use drag and drop dashboard
       designer to define layout
      Auto re-size of charts,
       eliminates scroll bars
      Apply refresh settings to each
       report
      Configure input controls
      Preview to optimize look &
       feel


©2013 Jaspersoft Corporation.           25
Jaspersoft Mashboards


   URL
         Addressable
         Reports
            Google Maps
            RSS feeds
            Public data

   iFrame based
   Parameter
         driven control to
         internal &
         external content


©2013 Jaspersoft Corporation.                 26
Embedded Dashboards




   Courtesy of Handysoft BizFlow: BPM solution
©2013 Jaspersoft Corporation.                    27
Embedded Dashboards




                                                             Supply chain
                                                             management
                                                             process tool




©2010 Jaspersoft Corporation. Proprietary and Confidential             28
Embedding Dashboards Tip


To integrate a dashboard into any html page:
 Add the following at the end of the URL to remove the
  decorator interface
    &viewAsDashboardFrame=true




©2013 Jaspersoft Corporation.
Embedding Dashboards Tip


To integrate a dashboard into any html page:
 Add the following at the end of the URL to remove the
  decorator interface
    &viewAsDashboardFrame=true




©2013 Jaspersoft Corporation.
Packages
    that include
     dashboard
      support




©2013 Jaspersoft Corporation.   31
Resources


 Further reading
          Evaluation Central
                  • http://www.jaspersoft.com/getting-started

          Jaspersoft Ultimate Guides
                  • http://community.jaspersoft.com/documentation
                  • JasperReports Server Ultimate Guide

          Jaspersoft Online Learning Portal
                  • http://www.jaspersoft.com/bi-training-center
                  • “Using Jaspersoft BI”


          “Information Dashboard Design”
               by Stephen Few

©2013 Jaspersoft Corporation
Try Out Jaspersoft Today


                                Easy
                                   Download 30-day Evaluation at Jaspersoft.com
                                   Go to Jaspersoft.com/getting-started for setup tips




                                Easiest
                                   Try our Live Online version – NO INSTALLATION!
                                   Go to Jaspersoft.com/jaspersoft-live-trial




©2013 Jaspersoft Corporation.                                                             33
Q&A

                                 @Jaspersoft



                                 sales@jaspersoft.com


                                 888.399.2199 or 415.348.2380


                                 openbookonbi.blogspot.com – Brian Gentile CEO


© 2013 Jaspersoft Corporation.                                             34

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Jaspersoft Dashboards Webinar Feb 2013

  • 1. How to Build Dashboards with Jaspersoft
  • 2. Your data probably looks like this … Transactional Flat files © 2009 Jaspersoft Corporation. Star Schema 2
  • 3. … but you want it to look like this ©2013 Jaspersoft Corporation. 3
  • 4. How do I get there with Jaspersoft? Data BI Server Dashboards ©2013 Jaspersoft Corporation. 4
  • 5. How do I get there with Jaspersoft? Data ETL BI Server Dashboards ©2013 Jaspersoft Corporation. 5
  • 6. Don’t Forget About Information Design “We are overwhelmed by information, not because there is too much, but because we don't know how to tame it.” - Stephen Few Don’t be a winner of the Dashboard Hall of Shame © 2013 Jaspersoft Corporation.
  • 7. A Few Dashboard Design Tips  Keep it simple  Focus on 2-3 different answers per dashboard  Target the user, avoid mixing user classes (ie. VP Sales with VP Marketing)  Define drill paths  Tune the interface  Desktop and mobile devices – Tablets & Phones?  Avoid scroll bars, 3-D charts, pie and dial gauges  KPI flags – makes it easier to spot outliers  Leverage interactivity – tooltips, input controls, drill down ©2013 Jaspersoft Corporation
  • 8. Agenda  Jaspersoft Introduction  Overview Jaspersoft Dashboards  Demo  Building Dashboards with Jaspersoft  Demo  Q&A
  • 9. We Need “Intelligence Inside” We want information to FIND US, not the other way round “We need Intelligence Inside the applications and business processes we use every day.”  Pipeline dashboard inside SaaS CRM app  Performance report inside partner portal  Salary data visualizations inside HR intranet  Portfolio analytics inside client website  Tickets crosstab inside custom helpdesk app  Interactive charts inside native mobile app ©2013 Jaspersoft Corporation. 9
  • 10. Jaspersoft: The Intelligence Inside Self-Service BI + Embeddable + Affordable “We empower millions of people every day to make decisions faster by delivering timely, actionable data to them inside their apps and business process through an embeddable, cost-effective reporting and analytics platform.” ©2013 Jaspersoft Corporation. 10
  • 11. Jaspersoft: High Growth and Momentum 50%+ ACV Growth Every Year World’s Most Widely Deployed BI • Commercial Open Source BI Suite • Nearly 200 people in US, EMEA, APAC, LAD • 16,000,000 downloads • 325,000 community members • 130,000 embedded applications • 15,000 paying customers • 1,800 subscription customers Broad Recognition, Strong Partnerships Magic Quadrants ©2013 Jaspersoft Corporation. 11
  • 12. Poll Question Do you want dashboards for your internal organization to use or to be embedded in your application? © 2013 Jaspersoft Corporation. 12
  • 13. Agenda  Jaspersoft Introduction  Overview Jaspersoft Dashboards  Demo  Building Dashboards with Jaspersoft  Demo  Q&A
  • 14. Jaspersoft Products Reporting Engine Visual Report Design Environment Studio Ad Hoc Reports, Dashboards, In-Memory Analysis Server Powerful OLAP Data Analysis High Performance Data Integration 14 ©2013 Jaspersoft Corporation.
  • 15. Jaspersoft Products Reporting Engine Visual Report Design Environment Studio Ad Hoc Reports, Dashboards, In-Memory Analysis Server Powerful OLAP Data Analysis High Performance Data Integration 15 ©2013 Jaspersoft Corporation.
  • 16. Sample Jaspersoft Dashboard Input controls Interactive maps KPI Flags KPI Indicators Bullet & Sparkline charts ©2013 Jaspersoft Corporation
  • 17. Jaspersoft Dashboards  Highly interactive  Drilldown, input controls, chart interactivity  Maps, Widgets, & Charts  Easy to design  Drag & drop layout design  Accessible via secure repository  Dynamic resize & free form layout  Live report elements  Dynamic near real-time individual frame level refresh  Global or local controls ©2013 Jaspersoft Corporation. 17
  • 18. Jaspersoft Dashboards  Highly interactive  Drilldown, input controls, chart interactivity  Maps, Widgets, & Charts  Easy to design  Drag & drop layout design  Accessible via secure repository  Dynamic resize & free form layout  Live report elements  Dynamic near real-time individual frame level refresh  Global or local controls ©2013 Jaspersoft Corporation. 18
  • 19. Agenda  Jaspersoft Introduction  Overview Jaspersoft Dashboards  Demo  Building Dashboards with Jaspersoft  Demo  Q&A
  • 20. Connecting to your Data - Direct Data BI Server Dashboards Connectivity Tutorials: http://community.jaspersoft.com/wiki/connecting-jasperreport-server-your-database ©2013 Jaspersoft Corporation. 20
  • 21. Connecting to your Data - ETL Data ETL BI Server Dashboards ETL Tutorials (sponsored by Talend): http://www.talendforge.org/tutorials/menu.php ©2013 Jaspersoft Corporation. 21
  • 22. Dashboards from a Central Warehouse Data Source(s) Create ETL Jobs ODS / Data Mart / Warehouse © 2013 Jaspersoft Corporation 22
  • 23. Building Jaspersoft Dashboards 1. Build your reports  Highly formatted, interactive, multi- component reports  Use iReport Designer / Jaspersoft Studio  Check out the tutorials  Simple interactive reports  Use Ad Hoc Report Designer with JasperReports Server  Tutorials  Analysis views – crosstabs  Use Jaspersoft Domains or Jaspersoft OLAP – installed with JasperReports Server  Tutorials 2/21/2013 23 ©2013 Jaspersoft Corporation.
  • 24. Building Jaspersoft Dashboards 2. Deploy your reports  Save report to repository (JasperReports Server)  Validate or define security settings - object or row/column level (requires Domains) ©2013 Jaspersoft Corporation. 2/21/2013 24
  • 25. Building Jaspersoft Dashboards 3. Layout your dashboard  Use drag and drop dashboard designer to define layout  Auto re-size of charts, eliminates scroll bars  Apply refresh settings to each report  Configure input controls  Preview to optimize look & feel ©2013 Jaspersoft Corporation. 25
  • 26. Jaspersoft Mashboards  URL Addressable Reports  Google Maps  RSS feeds  Public data  iFrame based  Parameter driven control to internal & external content ©2013 Jaspersoft Corporation. 26
  • 27. Embedded Dashboards Courtesy of Handysoft BizFlow: BPM solution ©2013 Jaspersoft Corporation. 27
  • 28. Embedded Dashboards Supply chain management process tool ©2010 Jaspersoft Corporation. Proprietary and Confidential 28
  • 29. Embedding Dashboards Tip To integrate a dashboard into any html page:  Add the following at the end of the URL to remove the decorator interface &viewAsDashboardFrame=true ©2013 Jaspersoft Corporation.
  • 30. Embedding Dashboards Tip To integrate a dashboard into any html page:  Add the following at the end of the URL to remove the decorator interface &viewAsDashboardFrame=true ©2013 Jaspersoft Corporation.
  • 31. Packages that include dashboard support ©2013 Jaspersoft Corporation. 31
  • 32. Resources  Further reading  Evaluation Central • http://www.jaspersoft.com/getting-started  Jaspersoft Ultimate Guides • http://community.jaspersoft.com/documentation • JasperReports Server Ultimate Guide  Jaspersoft Online Learning Portal • http://www.jaspersoft.com/bi-training-center • “Using Jaspersoft BI”  “Information Dashboard Design” by Stephen Few ©2013 Jaspersoft Corporation
  • 33. Try Out Jaspersoft Today Easy  Download 30-day Evaluation at Jaspersoft.com  Go to Jaspersoft.com/getting-started for setup tips Easiest  Try our Live Online version – NO INSTALLATION!  Go to Jaspersoft.com/jaspersoft-live-trial ©2013 Jaspersoft Corporation. 33
  • 34. Q&A @Jaspersoft sales@jaspersoft.com 888.399.2199 or 415.348.2380 openbookonbi.blogspot.com – Brian Gentile CEO © 2013 Jaspersoft Corporation. 34

Editor's Notes

  1. Users can also create and interact with beautiful dashboards that include charts, widgets, maps etc. These are perfect for executives or managers to get a quick understanding of the business and it’s KPIs.
  2. So, what’s the solution? Bring timely, actionable data TO the users. Information workers today truly need information that finds them, not the other way around. This information should be delivered within the software applications and business processes that are used every day by information workers. From pipeline dashboards within the CRM system to visualized compensation data within the HR system and on to interactive charts inside the native, mobile customer service application – the information generated by these business processes and (transactional) software applications should be put to greater use. At Jaspersoft, we call this a “data-driven” application and our mission is to be the Intelligence Inside.
  3. To truly deliver integrated intelligence within a software application or business process, there are 3 primary requirements: 1. must be a simple self-service reporting and analysis environment that allows any user profile, from an executive to data analyst, to get the information they need; 2. must be easy to embed and integrate within the application or process, enabling different techniques to liberate the data generated by the application and encouraging widespread use of it as information; and 3. must be affordable even on a large scale, so there is no question about the value of delivering more information to any user who could benefit.Jaspersoft has become the intelligence inside tens of thousands of software applications and business processes globally, because we’ve set the standard for highly-embeddable and affordable self-service BI. Each day, our software touches millions of people and enables them to make decisions faster using timely, actionable data. Our customers have made Jaspersoft the Intelligence Inside.
  4. Include notes for demo-ing, scenario