The document provides an overview of the Pentaho BI Suite presentation layer. It discusses interactive reports, which allow casual users to access data sources through drag and drop fields; Analyzer, designed for power users to access data sources and perform advanced sorting/filtering with charts; and Dashboards, which allow easy construction of layouts including dynamic filters and any Pentaho reports. The presentation is accompanied by screenshots demonstrating the creation and customization of reports and dashboards.

1. Rev 1
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2. Pentaho is leading Open source vendor with professional support that is
subscription based This document is just to give a quick overview of Pentaho BI
Suite (4.2) presentation layer; for product details please visit http://pentaho.com.
In the next few slides I will cover the following sections in detail:
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4. http://www.pentaho.com/docs/pentaho_overview_brochure.pdf
Presentation Layer
ETL Layer
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5. http://demo.pentaho.com/pentaho/docs/getting_started_with_pentaho.pdf
This is via browser
External
Data
These are desktop
applications
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6. http://www.pentaho.com/docs/pentaho_overview_brochure.pdf
Interactive Reports Dashboard
• Easy to build with pre-defined
• Designed for casual users Analyzer layouts
• Access Pentaho data sources
• Include any type of Pentaho
• Drag, Drop fields
• Designed for developers and reports
• WYSIWYG report design
power users • Dynamic Filters
• Templates available for
• Access Pentaho data sources &
productivity
direct SQL
• Inline formatting, filtering,
• Advanced sorting, filtering
sorting, grouping
• Charts visualization
• User-defined calculations
support
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8. 1 Select “Interactive Report” 2
Select Data Source
4 Drag & Drop Fields from right
3 Click on Layout side to the “Groups” and
“Columns”
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9. 5 To Edit any section, double click on text. Example to
change title, double click on “Untitled”
7 Save
6 Add Filters
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11. 1 2
Select Select Data Source
“Analyzer”
It also allows you to type your own SQL
3 Drag and Drop columns 4 Select Format
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12. Click on this
icon to get
Row
Column
Numbers
In this example, Products are the rows
Report is Grouped First by Country and then by States
Measures are your numbers which are Quantity and Sales
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13. Add Filters
Each Column properties can be accessed by right click
To get Grand Totals – Click on More -> Set Report Options
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14. Export Report to Excel / Save Report
PDF
Open Existing Reports
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16. 2 Choose layout from templates
1
Select “Dashboard”
3 Drag and Drop Reports into the sections
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18. http://wiki.pentaho.com/display/ServerDoc2x/01.+Metadata+Business+Model+Overview
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