You must be logged into the Pentaho User Console before continuing.
This walkthrough shows you how to create a simple, template-based report that shows
which territory generates the most sales.
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Click the Create New Report button in the middle of the Pentaho User
Console screen.
The ad hoc query wizard will start.
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In the first step of the wizard, select Orders in the Select a Data
Source pane.
As you become more familiar with Ad Hoc Reports features, you can add your own
relational or flat file (CSV) data sources to ad hoc reports. See the Getting
Started with Pentaho Guide for details.
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In the Apply a Template field, select a predefined report template that
appeals to you.
A thumbnail preview of the template will appear in the Template Details
field. A template specifies a variety of properties in the report that affect
its appearance, like font size and background colors for various report
elements.
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Click Next.
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In the Available Items list, click the Territory business column
and drag it to the upper right into the Level 1 box.
This will determine how the data is grouped.
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Drag and drop the Amount and Buy Price into the Details
box on the right.
This determines which fields to display for the given groups.
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Click Go to preview how these new items have affected the report, then
close the preview tab when you're done.
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Click Next.
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Click the Territory item in the Groups list.
A list of general options will appear on the right.
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Click Center.
This will center the territory name above each table, making it easier to
read.
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Click Amount, then click Add in the Sort Detail Columns
area on the right.
This will sort the sales amounts from lowest to highest.
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Click Go to test the new change, or Next to continue to the next
part of the wizard.
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To set the header, footer, description, paper type, and page orientation,
change the on-screen values for these elements accordingly.
PDF is the only output type that has a concept of a page, so the Page
portion of the Header and Footer sections only applies to
PDFs.
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Click the blue Save button in the top toolbar to save your report. In
the ensuing file dialog, navigate to the location you want to save the report
to, and type in a filename for the report.
You can continue to modify your report after it's been saved; just click Save to update the report file after you've made changes.
You now have a report that shows how much revenue is coming from each sales
territory, and the itemized price of each purchased product. As you can see, ad hoc
reporting is quicker and simpler than Report Designer, but doesn't offer nearly the same
level of design detail, nor does it have advanced reporting features like conditional
formatting or parameterization.