Quick start

A project with SpagoBI 4

Summar !

SpagoBI.................................................................................................................................................2 So"tware #ow$%oa& .............................................................................................................................' So"tware i$sta%%atio$ a$& (o$"iguratio$..............................................................................................' "nstalling #pago$" #erver..................................................................................................................' "nstalling #pago$" #tudio and %eta .................................................................................................) *se SpagoBI +eta ................................................................................................................................, Create a $usiness %odel .................................................................................................................., "n&uiry the %odel ............................................................................................................................., 'eploy the model and the &ueries into #pago$" #erver ...................................................................(reate a .orkSheet ............................................................................................................................./ Create the &uery .........................................................................................................................../ $uild the (orksheet....................................................................................................................../ %ore on )idget .........................................................................................................................10 Adding a pivot ta!le ...................................................................................................................10 Adding a chart ............................................................................................................................10 *u!lish the )orksheet ...............................................................................................................11 Se%"-Service SpagoBI...........................................................................................................................12 (o$c%usio$..........................................................................................................................................11

Quick start - A project with SpagoBI 4 (v. 2)

Page 1 Copyright 2014 Engineering Group. All rights reserved. All other trademarks, trade names, service marks and logos re erenced herein !elong to their respective companies.

+his guide is a step,!y,step path(ay aiming to help users to easily setup their o(n $" scenarios, rom data modelling to data in&uiry, using the #erver, %eta and #tudio modules o #pago$" suite.

SpagoBI
2ere3 a simp%e view o" the i$vo%ve& mo&u%es a$& a short &escriptio$ o" each o" them.

Server

)hat is #pago$" #erver It is a we3 app%icatio$ &ep%o e& i$to a 4255 app%icatio$ server (6omcat7 4Boss7 .e3Sphere7 etc.) It ca$ ru$ o$ a$ operati$g s stem that supports 48+ "rom 1.' (1.) pre"erre&) It works with a private repositor hoste& o$ #B+S (+ SQ97 Postgres7 :rac%e7 I$gres7 2SQ97 etc.) 6he app%icatio$ ca$ 3e accesse& through a%most a%% major we3 3rowsers (I57 ;ire"o<7 :pera7 Sa"ari) It $ative% ru$s o$ severa% porta% servers (9i"era 7 e=o porta%7 .e3Sphere7 etc.) )ho is it or 5$&-user! u$i"ie& access poi$t through the we3 3rowser S stem a&mi$istrators! through the ma$ageme$t we3 i$ter"ace )hat is it or 5$viro$me$t o""eri$g a%% t pica% BI "u$ctio$a%ities!

Quick start - A project with SpagoBI 4 (v. 2)

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>eporti$g :9AP (harti$g ?PI (mo&e%%er a$& $avigator) I$teractive cockpits A& hoc reporti$g (.orksheet) Se%"-service BI 9ocatio$ I$te%%ige$ce ;ree I$@uir (Q35) #ata ;i%teri$g ( Smart ;i%ter) #ata +i$i$g >ea%-time &ash3oar&s a$& co$so%es Accessi3%e reporti$g (o%%a3oratio$ (a$a% tica% &ossier a$& work"%ow) :""ice i$tegratio$ 569 +o3i%e BI 5<ter$a% processes +aster #ata +a$ageme$t Aetwork A$a% sis. .e3-3ase& i$ter"ace :3ject %i"ec c%e ma$ageme$t i$si&e the BI repositor It o""ers too%s a$& cross services7 such as sche&u%i$g7 co%%a3oratio$7 etc.

Meta

)hat is #pago$" %eta It is a$ ec%ipse p%ug-i$ )ho is it or #ata +o&e%ers a$& #ata :w$ers setti$g up the sema$tic %a er o$ which the BI project wi%% 3e 3ase&

Quick start - A project with SpagoBI 4 (v. 2)

Page 1 Copyright 2014 Engineering Group. All rights reserved. All other trademarks, trade names, service marks and logos re erenced herein !elong to their respective companies.

)hat is it or It is a graphica% e$viro$me$t to &eve%op 3usi$ess mo&e%s (sema$tic %a er) It a%%ows users to &ep%o Busi$ess +o&e%s i$to SpagoBI Servers It a%%ows users to i$@uir Busi$ess +o&e%s 3e"ore &esig$i$g a$ a$a% tica% &ocume$t.

Studio

)hat is #pago$" #tudio It is a$ ec%ipse p%ug-i$ )ho is it or SpagoBI &eve%opers creati$g a$a% tica% &ocume$ts (chart7 report7 &ash3oar&7 etc.) )hat is it or It is a graphica% e$viro$me$t to &eve%op7 test a$& &ep%o a$a% tica% &ocume$ts (such as reports) i$to o$e or more SpagoBI Servers.

Sdk

)hat is #pago$" #'. It is a co%%ectio$ o" we3 services7 tags a$& 4avaScript API that permit other app%icatio$s to i$teract with a SpagoBI Server )ho is it or Project teams that $ee& to i$tegrate SpagoBI

Quick start - A project with SpagoBI 4 (v. 2)

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)hat is it or It a%%ows to use SpagoBI "rom e<ter$a% app%icatio$s

#pago$" %eta and #tudio can also !e plugged into the same Eclipse.

Software Download
#ow$%oa& the "o%%owi$g packages o" the most rece$t SpagoBI re%ease "rom :.2 (o$sortium Project ;orge (http!BB"orge.ow2.orgB). CAll,"n,/ne,#pago$"0last release tag1D 6his package co$tai$s a sta$&ar& i$sta%%atio$ o" SpagoBI ru$$i$g o$ 6omcat7 a%% e$gi$es a%rea& co$"igure& "or ou a$& a simp%e &emo o" SpagoBI "u$ctio$a%ities o$ a 2SQ9 #B repositor . C#pago!i%etaAnd#tudio,0os version1D It is a pre-package& ec%ipse i$c%u&i$g the Stu&io a$& +eta p%ug-i$. Se%ect the package "or our :S p%at"orm. C#pago!i%eta,0os version1D It is a pre-package& ec%ipse i$c%u&i$g the +eta p%ug-i$. Se%ect the package "or our :S p%at"orm. " you (ant to install the $" repository on a di erent data!ase, you have to do(nload the #23 scripts that create the empty schema into one o the supported 4'$%# and e5ecute them on your '$ console.

Software installation and Configuration

Installing SpagoBI Server
*$Eip the server package i$ a "o%&er o" our machi$e (FSpagoBI-&irG here) a$& e<ecute the startup script that ouH%% "i$& u$&er the "o%&er FSpagoBI-&irGIapache-tomcat-).0.1-I3i$. :pe$ the 3rowser a$& t pe http!BB%oca%host!-0-0BSpagoBI. Aow ou ca$ %ogi$ usi$g the "o%%owi$g sta$&ar& accou$t! 3ia&mi$ (passwor&! 3ia&mi$) or 3i&emo (passwor&! 3i&emo).

Quick start - A project with SpagoBI 4 (v. 2)

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#pago$" repository con iguration I" ou &eci&e to create the repositor o$ a &i""ere$t >#B+S7 e<ecute the SQ9 script that creates the schema repositor i$si&e our >#B+S a$& remem3er to cha$ge the &atasource co$"iguratio$ o$ server.<m% "i%e o$ our Iapache-tomcat-).0.1-Ico$" &irector . ;or a + S@% &ata3ase ou have to i$sert a$ <m% co&e %ike the "o%%owi$g! 0name678d!c9spago!i7 pass(ord67your pass(ord7 type678ava5.s&l.'ata#ource7 url678d!c:mys&l:990your hostname190spagobi repository17 username67your username791 where Cspago3i repositor D is the $ame o" the &ata3ase 3ui%t up with the SQ9 script o" the se%ecte& re%ease a$& >#B+S p%at"orm. 'ata (arehouse resource con iguration Simi%ar setti$gs shou%& 3e &o$e to co$"igure the &ata warehouse to 3e i$@uire& with SpagoBI. <name="jdbc/<my resource name>" password="your password" type="javax.s l.!ataSource" url="jdbc"mys l"//<your #ostname o I$ address>/<your dw# db name>" username="your username"/> #o$Ht "orget to i$c%u&e the resource %i$k i$ each co$te<t a$& to cha$ge the hi3er$ate &ia%ect accor&i$g% o$ hi3er$ate.c"g.<m%7 @uartE.proprties a$& j3pm.c"g.<m% "i%es u$&er the Iapachetomcat-).0.1-Iwe3appsISpagoBII.5B-IA;Ic%asses &irector . 9ogi$ as 3ia&mi$ a$& create a $ew &atasource e$tr "rom resourcesB&atasource me$u. >emem3er to set the hi3er$ate &ia%ect correspo$&i$g to our >#B+S p%at"orm a$& to set the 4A#I resource as "o%%ows! java!compBe$vBj&3cBFm resource $ameGJ.

Installing SpagoBI Studio and %eta

I$ this sce$ario we re"er to a Stu&io a$& +eta com3i$e& package7 3ut the proce&ure ca$ a%so 3e app%ie& to the Stu&io a$& +eta compo$e$ts separate% . ;or 3oth Stu&io a$& +eta7 u$Eip the Stu&io package o$ a %oca% "o%&er a$& start up the Stu&io (SpagoBI.e<e). Aow7 &e"i$e a workspace that wi%% co$tai$ our %oca% project "i%es. 9ast% create a $ew #B co$$ectio$ i$si&e the &atasource e<p%orer poi$ti$g to our &atasource. ;isit the #pago$" )iki to get more in ormation on #pago$" modules installation and con iguration.

Quick start - A project with SpagoBI 4 (v. 2)

Page ) Copyright 2014 Engineering Group. All rights reserved. All other trademarks, trade names, service marks and logos re erenced herein !elong to their respective companies.

Use SpagoBI Meta

&'()*( ) B+SI,(SS %-!(.
I$si&e the Stu&io7 ope$ a SpagoBI P5>SP5(6I85 a$& create a $ew project 3 c%icki$g the s m3o% with the SpagoBI ico$ i$ the too%3ar. 6o create a $ew 3usi$ess mo&e% (B+) ou must 3e positio$e& o$ the S6*#I: wi$&ow %e"t si&e7 se%ect 7ne( model7 with the right mouse 3utto$ a$& "o%%ow the i$structio$s "or a3stracti$g the mo&e%. At the "irst step7 ou have to choose which ph sica% ta3%es are re@uire& to create our B+. Seco$&% 7 ou have to &e"i$e the @uer a3%e mo&e%! the Busi$ess +o&e%. 6o create the 3usi$ess c%asses7 just &rag K &rop the e$tities se%ecte& i$ the "irst step "rom the %e"t pa$e%. :$ce the mo&e% is create&7 ou ca$ per"orm severa% operatio$s7 such as &e"i$i$g ta3%es as a C(*B5D or C#I+5ASI:AD7 &e%eti$g attri3utes a$& e$tities7 e&iti$g attri3utes a$& e$tit properties7 creati$g $ew re%atio$ships a$& 3usi$ess c%asses.

;isit the #pago$" %eta (iki page to discover all the unctionalities availa!le on #tudio9%eta client.

I,/+I'0 *1( %-!(.

6o i$@uir our mo&e% c%ick o$ the mai$ wi$&ow7 the$ right c%ick o$ the ico$ C3usi$ess mo&e%D! create -G @uer . 6he i$@uir must 3e %a3e%%e& a$& positio$e& i$si&e the "o%&er #A6AS56. Set the @uer a$& c%ick o$ >5S*96 6AB to see the resu%t o" our @uer . 4emem!er that the graphical &uery !uilder solves all 8oins !et(een ta!les and data. +his (ay the developer does not have to (rite any #23 statement, !ut this doesn<t mean you can<t do it =

Quick start - A project with SpagoBI 4 (v. 2)

Page , Copyright 2014 Engineering Group. All rights reserved. All other trademarks, trade names, service marks and logos re erenced herein !elong to their respective companies.

+he direct #23 can !e (ritten into a #pago$" 'ata #et every time you need a special tuning on your &uery.

!($.-0 *1( %-!(. ),! *1( /+('I(S I,*- S$)2-BI S('3('

Aow7 i$ or&er to &ep%o the B+ a$& #ataset i$to SpagoBI Server7 ou have to &e"i$e the right co$$ectio$ to it. :$ce the co$$ectio$ is create&7 ou ca$ up%oa& the mo&e% a$& the @uer that ouHve just &e"i$e&. >emem3er to &e"i$e a mea$i$g"u% %a3e% a$& se%ect the &ata source. A"terwar&s7 co$$ect to a SpagoBI Server! our Busi$ess +o&e% has 3ecome a #atamart Q35 &ocume$t i$si&e SpagoBI. 6he B+ wi%% 3e save& i$ our perso$a% "o%&er7 so i" ouLve %ogge& i$ with 3ia&mi$7 ouL%% "i$& the mo&e% i$ the "o%&er 3ia&mi$. Simi%ar% &ataset create& "rom B+ @ueries ca$ 3e &ep%o e& o$ server a$& use& 3 a$a% tica% &ocume$ts. ;eri y that your dataset has !een sent success ully, !y clicking on menu 4E#/>4CE# ,'A+A#E+.

Quick start - A project with SpagoBI 4 (v. 2)

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Create a WorkSheet
&reate t#e uery :pe$ the QB5 "i%e that i&e$ti"ies the B+ previous% create&7 se%ect "ie%&s o" i$terest a$& check the resu%ts usi$g the P>58I5. 3utto$.

Build t#e wor4s#eet Aow ou ca$ create our "irst .orkSheet. 4ust c%ick o$ the ta3 JworksheetJ. (hoose the wi&get that ou wa$t to use7 &rag a$& &rop the "ie%&s "rom the Cse%ecte& "ie%&sD me$u a$& check the resu%ts c%icki$g the JpreviewD ta3. 6o a&& a $ew o3ject to our &ocume$t7 ou ca$ c%ick o$ the green *3># i$ the &esig$er (3e%ow the mai$ wi$&ow) a$& a $ew sheet wi%% appear.

Quick start - A project with SpagoBI 4 (v. 2)

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%ore on 5idget 9etHs see what ou ca$ &o with the worksheet. .i&gets i$c%u&e! Basic 6a3%e Pivot 6a3%e Pie chart 9i$eBarea charts BarBstacke& charts )dding a pivot table #rag the pivot wi&get "rom the pa%ette to the mai$ pa$e%. #rag measures i$to the re%ate& area a$& some attri3utes i$si&e the rows a$& co%um$s area. As or measure, remem!er that it is very important to previously set the attri!ute property ?type@ as a measure in the $%, other(ise the (idget ields (ill not !e displayed. )dding a c#art Mo 3ack to the &esig$er a$& a&& a $ew sheet7 the$ &rag the pie wi&get i$to the mai$ page. I$si&e the S5>I5S area7 &rag the "ie%&s &e"i$e& as a measure a$&7 i$si&e the (A65M:>I5S area7 &rag the attri3utes that have to 3e associate& with the re"ere$ce measures. Aow c%ick o$ the preview to see the "i$a% chart.

Quick start - A project with SpagoBI 4 (v. 2)

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$ublis# t#e 5or4s#eet Save our &ocume$t7 3 c%icki$g the ico$ at the top right a$& se%ecti$g the "o%&er to save it i$.

6o "aci%itate retrieve the worksheet o$ce save& ou ca$ attach a$ image to preview the &ocume$t.

Quick start - A project with SpagoBI 4 (v. 2)

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Self-Service SpagoBI
6he sectio$ Cm &ataD co$tai$s the &ata set that ou create& o$ our ow$! with the 4.< versio$ o" SpagoBI the e$& user ca$ up%oa& &ata sets i$&epe$&e$t% o" the "i%e t pe ((S87 5<ce%) a$& create their ow$ a$a% sis.

My Data

6he user ca$ create $ew &ata sets 3 c%icki$g

which activates this wiEar&s!

Quick start - A project with SpagoBI 4 (v. 2)

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1! Se%ect the "i%e a$& choose the "i%e t pe - (S8 or 5<ce% 2! Speci" the co$"iguratio$ "i%e7 that is7 how to i$terpret the co$te$t. 1! I$sert the meta &ata. 4! :verview o$ &ata. '! Save. :$ce ou ope$ the &ataset itHs &irect% possi3%e &esig$ the worksheet without passi$g through the QB5.

Conclusion
6his @uick overview o" SpagoBI 4.x $ew "u$ctio$a%ities &emo$strates that gra$ti$g the access to our &ata is &e"i$ite% a matter o" mi$utes. 6his is particu%ar% use"u% with agi%e BI approaches or whe$ ou $ee& to 3ui%& up a protot pe or a */C i$ a short time. 6his ca$ re&uce project risks7 avoi&i$g to spe$& time a$& mo$e o$ tra&itio$a% BI activities 3e"ore havi$g a correct visio$ a$& sta3%e users re@uireme$ts. >e"ere$ces! Web site SpagoBI: http!BBwww.spagowor%&.orgB<wikiB3i$BviewBSpagoBIB Demo On-line: http!BBspago3i.e$g.itBSpagoBIB Wiki: http!BBwiki.spago3i.orgB<wikiB3i$BviewB+ai$B Forum: http!BBwww.spagowor%&.orgBj"orumB"orumsB%ist.page Tra ker !"ira#: https!BBwww.spagowor%&.orgBjiraB3rowseBSPAM:BI Do$nloa%: http!BB"orge.ow2.orgBprojectBshow"i%es.phpNgroupOi&P204 Ser&i es: Support K +ai$te$a$ce! http!BBwww.spagowor%&.orgB<wikiB3i$BviewBSpagoBIBSupport (o$su%ti$g! http!BBwww.spagowor%&.orgB<wikiB3i$BviewBSpagoBIB(o$su%ti$g 6rai$i$g! http!BBwww.spagowor%&.orgB<wikiB3i$BviewBSpagoBIB6rai$i$g Shop! https!BBspagoshop.spagowor%&.orgBspagoshopB
Quick start - A project with SpagoBI 4 (v. 2)

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