Publishing Your Report to the Pentaho BI Platform

You have created and formatted a report; now you are ready to share the report with your users.

  1. Click File -> Publish. Alternatively, click . If you haven't saved the report, a warning message reminds you to save it. The Login dialog box appears, pre-populated with credentials valid for the evaluation.
  2. Click OK. The Publish to Server dialog box appears.
  3. In the Publish to Server dialog box, type in a report name and description into the appropriate fields.
  4. Under Location, save the report in the .../steel-wheels/reports folder.
  5. Select html as the Output Type.
  6. In the Publish Password text field, type the publish password and click OK.
    Note: If you followed the installation instructions in the Getting Started with Pentaho Guide, the default publish password is password.
    A success message appears.
  7. Click Yes to go directly to the Pentaho User Console to view the report you just published. If you want to access the report later, log into the BI Server by going to http:// localhost:8080 in your Web browser, then navigate to the Reporting Examples directory in the Solution Browser. You should see your published report in the list. If not, click Tools -> Refresh Repository.
  8. Log in as Joe. Joe's password is password.
  9. In the Select Line field, type in any of the product lines from the sample data: Classic Cars, Motorcycles, Vintage Cars, Ships, Trains, or Planes, then click Ok. You can use your browser's back button to revisit this page and enter a different product line if you choose.
You now have a dynamic report that BI Platform users can run at any time, with updated data, that concentrates on specific product lines. The conditional formatting is still set to give Classic Cars a red background, and the pie chart is configured to compare cancelled order costs among all product lines, so there is still some adjustment to do to put this report into production. However, at this point in your evaluation, you've seen most of Report Designer's key features; if you'd like to go back into Report Designer and make more changes to the cancelled orders report, feel free. This guide, however, will proceed to a walk through of the BI Platform's ad-hoc reporting capabilities.