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Pentaho 5.0 Reporting by Example: Beginner's Guide [Englisch] [Taschenbuch]

Mariano García Mattío , Dario R. Bernabeu

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21. August 2013

Learn to use the power of Pentaho for Business Intelligence reporting in a series of simple, logical stages. From installation in Windows or Linux right through to publishing your own Java web application, it's all here.


  • Install and configure PRD in Linux and Windows
  • Create complex reports using relational data sources
  • Produce reports with groups, aggregate functions, parameters, graphics, and sparklines
  • Install and configure Pentaho BI Server to execute PRD reports
  • Create and publish your own Java web application with parameterized reports and an interactive user interface

In Detail

Open source reporting tools and techniques, such as PRD, have been comparable in quality to their commercial counterparts this is largely due to the market's marked tendency to choose open source solutions. PRD is a very powerful tool and in order to take full advantage of it you need to pay attention to the important details.

Pentaho 5.0 Reporting by Example: Beginner’s Guide clearly explains the the foundation and then puts those concepts into practice through step-by-step visual guides. Feeling confident with your newly discovered, desirable, skill you will have the power to create your very own professional reports including graphics, formulas, sub-reports and many other forms of data reporting.

Pentaho 5.0 Reporting By Example: Beginner’s Guide is a step-by-step guide to create high quality, professional reports. Starting with the basics we will explore each feature to ensure a thorough understanding to peel back the curtain and take full advantage of the power that Pentaho puts at our fingertips.

This book gives you the necessary resources to create a great variety of reports. You will be able to make reports that contain sub-reports, include graphics, sparklines and so on. You will also be able to parameterize your reports so that the final user can decide what information to visualize. You will be able to create your own stoplight type indicators and drill down in your reports. and execute your reports from your own web application.

Pentaho 5.0 Reporting By Example: Beginner’s Guide lets you learn everything necessary to work seriously with one of the world’s most popular open source reporting tools. This book will guide you chapter by chapter through examples, graphics, and theoretical explanations so that you feel comfortable interacting with Pentaho Report Designer and creating your own reports.

What you will learn from this book

  • Download, configure, and install Pentaho Report Designer
  • Create your own data sources or insertable objects that can use them
  • Produce reports with different hierarchical levels and create aggregate functions to calculate totals and sub-totals
  • Use parameters in your reports to enable the user to interact directly with your report
  • Generate your own sub-reports and add graphics and sparklines
  • Create reports with the capacity to drill down
  • Publish and execute your reports on the Pentaho BI Server
  • Produce reports that use session variables such as user, role, to vary their content
  • Develop your own Java web application to execute your reports.


Written in a friendly, example driven Beginner’s Guide format, there are plenty of step-by-step instructions to get you started fast!

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Pentaho 5.0 Reporting by Example: Beginner's Guide + Pentaho Data Integration Beginner's Guide, Second Edition + Pentaho Data Integration Cookbook Second Edition
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Über den Autor und weitere Mitwirkende

Mariano García Mattío

Mariano García Mattío is a systems engineer for the IUA and specialist in distributed systems and services for the Facultad de Matemática Astronomía y Física (Faculty of Mathematics Astronomy and Physics) FaMAF UNC. He is an associate professor of: databases 1, databases 2, and advance database systems at the IUA, school of engineering; database engines at the IUA, school of administration; object-oriented programming paradigm, and distributed systems at the IUA's master in embedded systems. He is the teacher in charge of assignments for applied databases at the UCC. Also, Mariano is the co-director of the research project on new information and communication technologies at the UCC and co-director of the research project on networks monitoring and communication systems at the IUA. He is also a member of the Virtual Laboratories research project at the IUA and co-founder of eGluBI. He is the coordinator of the social network Open BI Network. He specializes in Java SE and Java EE technologies, node.js, administration and design of databases, and OSBI. His blog is

Dario R. Bernabeu

Dario R. Bernabeu is a systems engineer at the Instituto Universitario Aeronáutico (University Aeronautic Institute) IUA. He is the co-founder of eGluBI ( He specializes in development and implementation of OSBI solutions (Open Source Business Intelligence), project management, analysis of requirements/needs, deployment and configuration of BI solutions, design of data integration processes, data warehouse modelling, design of multidimensional cubes and business models, development of ad hoc reports, advanced reports, interactive analysis, dashboards, and so on. A teacher, researcher, geek, and open source software enthusiast, his most notable publication is "Data Warehousing: Research and Concept Systematization – HEFESTO: Methodology for the Construction of a DW". Being the coordinator of the social network Open BI Network (, he makes many contributions to various forums, wikis, blogs, and so on. You can find his blog site at

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4.0 von 5 Sternen Pentaho 5.0 Reporting By Example 25. Dezember 2013
Von juan.fernandez - Veröffentlicht auf
Format:Kindle Edition
Pentaho 5.0 Reporting By Example

PACKT Publishing
Writers: Mariano García Mattío, Dario R. Bernabeu
Paperback: 342 pages
Link to the book page: [...]

Pentaho Report Designer is the best open source tool for creating reports. It is integrated within the Pentaho BI suite and covers all the necessary functions in a reporting tool.
This book explains simply and with several examples how you may create a report following a series of steps, no previous knowledge is required.
There are other more advanced books as [...]

As a general recommendation and for all chapters, I would add a new tip called such "advance trick" where reference is made to some more advanced features. It will always be useful for the user to keep in mind if you handle this case in the future.

* Chapter 1: What is Pentaho Report Designer
This chapter navigates through the history of PRD and the different types of reports that we usually find in a company. The Pentaho BI suite provides some examples of such reports and therefore build it is a simple task.

*Chapter 2: Installation and Configuration
In this chapter would be mentions obtaining web PRD and the steps needed to make it work (java drivers to connect to the database). It is also recommended to allocate more memory to the Java JVM for better performance. The DB to be used for the examples are also indicated.
This chapter should clearly indicate the folders to put the drivers to our DB connection that we will use in PRD. It would be important to note where they go these libraries also located in the Pentaho BI Server.

*Chapter 3: Start PRD and the User Interface (UI) Layout
In this chapter all the elements to create PRD provides reports are briefly presented.
We find in this chapter how is the perfect start, but noted that it would be good what can we do if problems starting the tool. A link to the Pentaho wiki with common problems (problems for assigning permissions in Unix, Java misconfiguration that prevents booting ...) will be good.

*Chapter 4: Instant Gratification- Creating your first report with PRD
This chapter will introduce the reader to creating your first report with PRD, a "Hello World".
The easiest way to do this is by providing the tool wizard. In a few simple steps and zero technical knowledge, a user could build a report. This chapter is not even mentioned that there is this wizard and part of an empty report to start learning. Maybe the best way would be starting the wizard, create a simple report with this and then propose the example introduced in this chapter.

*Chapter 5: Adding a Relational Data Source
This chapter is part of the example created in the previous chapter and some modifications are made. Although in the examples it works with DB MySQL, would be nice to have mentioned other connection parameters for other DBMS like PostgreSQL, for example.
There are many advantages using JNDI connections instead JDBC connection, so would be nice to talk about in this chapter.
This book is mainly focus to beginners so it would be interesting to note that querys can be constructed automatically by selecting the pencil icon. This is very useful for users without SQL knowledge and want to create a report.
*Chapter 6: Adding Groups
This chapter mentions clearly how to group our data for viewing in our report. This is a good way to present our data in different pages and sections of our set report.

*Chapter 7: Adding Parameters
This chapter shows how to give more freedom to the user to create reports using parameters. The possibility to build cascading parameters so that the selection of one affects the other is also explained.
Maybe and based in our experience, it would be interesting to talk about different masks applied to data types. Many problems with parameters in PRD are solved using masks as the data type.

*Chapter 8: Using Formulas in our reports
Chapter interesting and well explained. Interesting the mention made to OpenFormula, for readers who want to delve into creating formulas in reports.

*Chapter 9: Adding charts
Chapter fairly complete and interesting uses the different types of graphics that we can build with PRD.

There is a useful Packt book as an introduction to the different visual options in reports and where applicable each type.

*Chapter 10: Adding subreports
The subreports are an essential component in PRD for giving us the opportunity to datasources when building.
As a tip, it would be important to note that you must be careful with the layout of the subreports within our main report. Many times, you have to play with the page size defined to avoid overlap of items.

*Chapter 11: Publishing and running reports in Pentaho BA Server
In this chapter we will learn to take advantage of our reports created with PRD. We’ll find how to publish these reports in Pentaho Server as BA and even run its automatic execution plan.

Also we’ll learn what these other modules that make Pentaho and of course to easily install the BA Pentaho Server.

*Chapter 12: Making a difference- Reports with hyperlinks and sparklines
This chapter is mentioned as giving even more functionality to our reports. Quite simply we can build reports and add hyperlinks between three different types of charts sparkline.
Also we learn how to filter by a certain value depending on where the user clicks. Easy and poweful!

*Chapter 13: Environment variables, stylesheets and crosstabs
Following the line of the previous chapter, to give more functionality to our reports, we have other display elements such as crosstabs.
Also, we can apply styles to our reports using css. For more advanced users, you can use environment variables to folow a certain way according to the value they take in BA Pentaho Server.

*Chapter 14: PRD Reports Embedded in web applications
This chapter is aimed primarily at users with technical knowledge in J2EE.We may work with Pentaho code provide us and customize this to suit our needs.
We’ll learn how to deploy a web server like tomcat, configure and use Eclipse and make a standalone application.
5.0 von 5 Sternen Worth It !!! 7. Februar 2014
Von Devashish Rao - Veröffentlicht auf
Format:Kindle Edition|Verifizierter Kauf
This is a Good Book. Detailed step by step explanation is given for implementing report using Pentaho.

Recommended for Beginners as well as freshers.

Devashish Rao

Pentaho Developer and Analyst.
5.0 von 5 Sternen Really good for ANY Pentaho developer! 10. Januar 2014
Von Rodrigo Porto - Veröffentlicht auf
For me, the PRD was one of the tools of Pentaho suite more obscure and difficult to use.
It "was" until I started reading this book.

The book follows a great didactic to clarify and teach all the features of this great Pentaho tool.

Strongly recommend this book for both beginners and those who already have plenty of experience in Pentaho reporting.
5.0 von 5 Sternen This is a great book! 9. Januar 2014
Von Wesley Seidel Carvalho - Veröffentlicht auf
I've been working for at least a 4 year old with Pentaho and its ecosystem.During this period I have followed developments of the tools and support materials for learning, among them some books.

Recently I acquired this book and even having worked with Pentaho Reporting, could still learn more from this book. I liked a lot of the approach in the use of the database "sakila" of the Mysql to illustrate the various possibilities of the tool.

The examples are really useful. In addition, the book covers well the possibilities of the tool.Teaches since the creation of simpler report by creating parameterized reports and the use of charts, sparklines, and even create and apply CSS and the use of crosstabs.

With regard to programming, teaches since how to configure an application server, with tomcat, until the creation of a "Dynamic Web Project" in eclipse, the use of the PRD library and use the models created in the tool.
Anyway, this is a great book to have for the use of the PRD and as a possible reference.
Congratulations to the authors, and thank you for this contribution.
4.0 von 5 Sternen What if I am a beginner pentaho reporting developer: This is your book. No brainier. 10. Dezember 2013
Von Josep Curto - Veröffentlicht auf
A few weeks ago, Pentaho released the new version of its products (both CE and commercial). The latest version, currently 5.0, is accompanied by the latest developer tools. As it is usual, each new major release means new features. For example, the new version focus on better user interface and support for Big Data.

We have a new version of Pentaho Reporting as well. This tool helps to create professional reports with graphics, formulas, subreports, and so on.

If you want to master this tool you have several options: (1) mastering the tool yourself by trial and error (and / or searching information in forums), (2) training (through a certified partner or not) or (3) using a book.

That brings me to the topic I want to speak about in this post. Packt Publishing has given me the opportunity to review the new book for Pentaho Reporting which name is “Pentaho Reporting 5.0 by Example Beginner’s Guide”. This books provides a detailed overview of using Pentaho Report Designer by examples.

The book starts with the usual suspects: What is Pentaho Reporting and Pentaho Reporting Designer (PRD), which are the main components of PRD and the evolution of Pentaho Reporting since 2002. Nothing additional for a the daily Pentaho developer, but it is still interesting for a newcomer.

Why this book may be still interesting for you? If you are a Pentaho developer the initial chapters are not new. Chapter 2 is about the installation of PRD, Chapter 3 is about the user interface and Chapter 4 is about your first report. So probably you are going to skip them.

The interesting part starts with Chapter 5. Even if you are a regular developer, it is easy to forget some features or the proper way to do things. Following a step by step description process, the book provides numerous examples and helps to increase your skills. Among the topics, it is worth to highlight: how to connect to a database, how to create formulas, how to add a new JDBC driver, how to add a group, how to add parameters, how to add charts, how to add subreports, how to publish your reports to pentaho server,…

This is: The main things that a reporting developer should know and master to start working with Pentaho Reporting Designer.

It’s nice to say that is one of the earliest books about the newest version of Pentaho. And that means that the chapter that references to Pentaho Server (Chapter 11) is including the screenshots with the new interface.

What if I am a beginner developer: This is your book. No brainier.

What if you are an expert developer. It may be a nice addition to your library if you don’t have any book, but probably you already know almost everything that is explained (even hyperlinks, sparklines, stylesheets and crosstabs). So, just remember what the title says: it’s for beginners.
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