Creating Analyzer reports (archive)
Archived. Content merged into "Pentaho Analyzer".
Creating reports in Pentaho Analyzer lets you compare data quickly. You can then refine the report with formatting and visualizations.
In this topic
Create an Analyzer report
Pentaho Analyzer automatically fetches data in real time as you add and remove fields, so you may find it easier to build a report with the Auto Refresh feature turned off. Then you can design your report layout first, including calculations and filtering, without querying the database automatically after each change. Just click the auto refresh icon in the toolbar to toggle Auto Refresh on or off, or you can click the Refresh Report button at any time.
To create a new report, perform the following steps:
From User Console Home, click Create New, then Analysis Report.
Choose a data source for the report from the Select Data Source dialog box, then click OK.
From the Available Fields pane on the left, click and drag an object to the Rows or Columns area in the Layout panel.
The data row or column appears in the table workspace.
Note: You can remove an object from a row or column by dragging it from the Layout panel back to the Available Fields list.
In the list of fields, click and drag a measure to the Measures area in the Layout pane.
The measure appears as a column in the table workspace.
If you want to rename or reformat your columns, right-click a column and choose Column Name and Format from the menu.
The Edit Column window appears.
Note: You can also sort the data in your columns by clicking and choosing a sort-order from the drop-down menu.
Choose a format from the Format drop-down box, or choose a visualization from the drop-down menu. Click Refresh Report if you need to, then click OK.
Click Save As. Type a file name for your report and choose a location to save it in, then click OK.
The new Analyzer report is created and saved in a location of your choice.
View and edit Analyzer reports
When you open a report from the Analyzer, by default the report opens in view mode. Click the Edit (pencil) icon to edit the report.
If you do not see the Edit icon, you do not have edit rights. Contact your administrator.
Word wrap in Analyzer reports
By default, when you view or edit reports in Analyzer, longer content in the table cells is truncated with an ellipsis, which can make the information difficult to read. You can wrap words in a specific column or the entire table to improve readability as shown in the following.
Note: To prevent misinterpretation of numeric data, you cannot wrap a Measures column.
Use column-specific wrapping
Complete the following steps to wrap the contents of a single column in an Analyzer report:
Open or create an Analyzer report.
Click View As and select Table.
Right-click the column header that you want to wrap.
From the menu, click Word Wrap.
The content in the cells of the selected column is wrapped.
Use table wrapping
Complete the following steps to wrap the contents of a table in an Analyzer report:
Open or create an Analyzer report.
Click View As and select Table.
Click More Actions and options.
Note: If you are using Edit mode, click Actions.
From the menu, click Report Word Wrap.
The content in the table is wrapped.
Visualizations for Analyzer
After you have created an analysis report, you will most likely want to make the report more visually pleasing and meaningful for your audience. Analyzer has quite a few built-in visualizations that give you an effective means for presenting your data in a way that people can intuitively understand. We also give you many different ways to customize your visualizations.
Both the Layout and Property panels in the Analyzer workspace dynamically change based on the visualization that you currently have selected. The Layout panel shows you what data is needed for that particular visualization, and the Property panel lets you add or change options such as data labels, color patterns, or bullet styles.
The optional properties for each visualization type are listed in each section. You can use any or all of these properties for each visualization to make your report more intuitive for your audience. The Chart Options for Analyzer reports dialog box contains more ways to customize your reports.
Continuous scale axis
Line, area, and scatter charts provide the number and time dimensions on a continuous scale axis. The continuous axis is helpful for identifying trends that occur over a period of time, such as financial growth, real estate sales, or test scores.
For a level of a time hierarchy to be plotted on a continuous scale, the level must be able to provide start date times for its members. Use either method to provide the start date times:
Base the level directly on a date-related database column. Set the level's key column data type to Date, Timestamp, or Time.
Specify the AnalyzerDateFormat annotation.
Prior to Pentaho version 8.1, line and area visualizations used a discrete axis. Data points displayed evenly spaced across the axis. To revert to the discrete axis behavior and preserve chart compatibility with earlier versions, change the web client configuration file. See Install Pentaho Data Integration and Analytics.
Column and bar charts
Column and bar charts are among the most recognizable visualizations for data. Column charts display their data vertically. Bar charts display the same data horizontally.
Column and bar charts work best when you do not have a large number of variables to display. Drill down into your data by double-clicking a column or bar.
Data Labels
Use this to label the data features of your report with what is represented. You can also choose to display no data labels, or specify where you want them to appear.
All column and bar charts
Column or Line Data Labels
Use this to put data labels on your columns or lines, or both.
Column/Line combo charts
Trend Type
Shows a trend type of none or linear. If you choose linear, you can name your trend line and set the width of it.
Column charts
Line, area, and dot charts
Line and area chart visualizations show data on a graph by connecting plotted points with a line. Each point represents a single value in your data. You can drill down in all three chart types by double-clicking a data point.
A line chart shows just the line connecting the dots on the graph. It works well if you have a large amount of data to analyze.
An area chart shows an aggregate of your data. It helps you spot trends quickly by showing totals and how they are moving relative to each other.
A dot chart displays the distribution of a data set as plotted points on a graph.
Optional properties for line, area, and dot charts:
Data Labels
Use this property to label the data features of your report and specify where you want them to appear. You can also choose not to display data labels.
Line, area, and dot charts
Bullet Style
Choose the shape that you want to use for your bullets.
Line charts
Line Width
Specify the width lines on your report.
Line charts
Trend Type
Shows a trend type of none or linear. If you choose linear, you can name your trend line and set the width of it.
Line charts
Pie, donut, and sunburst charts
Pie charts are round representations of your data, cut into slices. Each slice represents a piece of data, and the size of the slice is proportionate to the data that it represents. Double-clicking on a slice lets you drill down into your data.
Pie charts are a great way to show numerical or financial data, in other words, what something is worth relative to the whole group.
Donut charts are a type of pie chart that have a hole in the center. It is used to display data in a circular format, where each segment represents a category. The size of each segment is proportional to the value it represents.
You can drill down into your data by double-clicking a data slice. The donut then rearranges itself to show the more detailed information.
Sunburst visualizations organize and display your data in a series of colorful rings. Starting with the center ring, each ring going outward represents more detailed information relating to the inner ring to which it is connected.
Double-click a data slice to drill down into your data. The sunburst then rearranges itself to show the more detailed information.
Sunburst visualizations are particularly well-suited for numerical analysis of hierarchical data.
Optional properties for pie, donut, and sunburst charts:
Data Labels
Use this property to label the data features of your report and specify where you want them to appear. You can also choose not to display data labels.
Pie, donut, and sunburst charts
Exploded Slice Radius
Use this property to increment the radius of an exploded slice.
Donut charts
Slice Inner Radius
Use this property to change the inner radius of each slice.
Donut charts
Order By
Use this property to sort your data on the report.
Sunburst charts
Empty Slices check box
Select to show Empty Slices as gaps in the report.
Sunburst charts
Radar chart
A radar chart is used to compare multiple categories across several variables. It uses a series of connected points to form a polygon.
You can drill down into the data by double-clicking any data point within the chart. Radar charts are implemented using Apache Echarts and do not support exporting to PDF.
Optional properties for radar charts:
Bullet Style
Use this property to choose the shape that you want to use for your bullets.
Radar charts
Line Width
Use this property to specify the width of lines connecting bullets on your report.
Radar charts
Radar Shape
Use this property to display the radar in circular or polygonal shape.
Radar charts
Show Areas
Use this property to adjust the transparency of the area under the radar chart lines.
Radar charts
Show Axis Tick Labels
Use this property to display axis ticks on the radar chart.
Radar charts
Data Labels
Use this property to label the data features of your report and specify where you want them to appear. You can also choose not to display data labels.
Radar charts
Boxplot chart
A boxplot chart displays the distribution of a data set based on its five-number summary of data points. The five values are:
Minimum
First quartile
Median
Third quartile
Maximum
The chart is drawn as a box with a vertical line down the middle. Horizontal lines, known as whiskers, attach to each side. Double-click the boxplot chart to drill down into your data.
Create a five-number summary
Perform the following steps to create a five-number summary of data points for a boxplot chart:
Create a new or open an existing Analyzer report. Select Boxplot from the chart dropdown.
Right-click any Measures field. Select User Defined Measure > Create Calculated Measure.
The Calculated Measure dialog box displays. See Creating a calculated measure in a report.
Create a calculated measure that returns the median value.
In the Create Calculated Measure formula panel, enter
Median(<Set>, <Numeric Expression>).Enter an appropriate name. Click OK.
You can return a set of descendants of a set member at a specified level, optionally including or excluding descendants in other levels. Use
Descendants(<Member>, <Level>).Create a calculated measure that returns the lower quartile value.
In the Create Calculated Measure formula panel, enter
FirstQ(<Set>, <Numeric Expression>).Enter an appropriate name. Click OK.
Create a calculated measure that returns the upper quartile value.
In the Create Calculated Measure formula panel, enter
ThirdQ(<Set>, <Numeric Expression>).Enter an appropriate name. Click OK.
Create a calculated measure that returns the minimum value.
In the Create Calculated Measure formula panel, enter
Min(<Set>, <Numeric Expression>).Enter an appropriate name. Click OK.
Create a calculated measure that returns the maximum value.
In the Create Calculated Measure formula panel, enter
Max(<Set>, <Numeric Expression>).Enter an appropriate name. Click OK.
Boxplot chart example
The boxplot chart example shown in this section was created using the following steps:
Choose File > New > Analysis Report.
The Select Data Source dialog box opens.
Select SteelWheelsSales. Click OK.
The new report displays.
Select Boxplot in the chart list.
Add the Territory market to the Category layout. Add the Years time to the Series layout.
In the Available fields list, right-click any field in Measures. Select Create Calculated Measure.
Enter Median as the Display Name. Calculate the median of the set by entering the following MDX query in the Create Calculated Measure formula panel. Click OK:
Median(Descendants([Product].CurrentMember,[Product].[Line]), [Measures].[Quantity])
Create Calculated Measure dialog box Create a Lower Quartile calculated measure set. Enter the following MDX query in the Create Calculated Measure formula panel. Click OK:
FirstQ(Descendants([Product].CurrentMember,[Product].[Line]), [Measures].[Quantity])Create an Upper Quartile calculated measure set. Enter the following MDX query in the Create Calculated Measure formula panel. Click OK:
ThirdQ(Descendants([Product].CurrentMember,[Product].[Line]), [Measures].[Quantity])Create a Minimum calculated measure set. Enter the following MDX query in the Create Calculated Measure formula panel. Click OK:
Min(Descendants([Product].CurrentMember,[Product].[Line]), [Measures].[Quantity])Create a Maximum calculated measure set. Enter the following MDX query in the Create Calculated Measure formula panel. Click OK:
Max(Descendants([Product].CurrentMember,[Product].[Line]), [Measures].[Quantity])Right-click each of the five measures you have created. Select Add to Report.
Your boxplot chart will display as shown in this section.
Scatter chart visualization
Scatter charts are related to line and area charts, but show the intersection of x and y values at each data point. These values appear on the scatter chart as a series of bubbles on a graph, based on the attributes you used when you built your report.
You can then use a measure to color-code the bubble. You can also use a measure to specify the size of the bubble. Double-clicking on any data point drills down into your data.
Scatter charts work well to show the categorical relationship between two sets of numerical measures, such as between a budgeted amount and the actual amount of money spent.
Optional properties for scatter chart visualizations:
Data Labels
Use this property to label the data features of your report and specify where you want them to appear. You can also choose not to display data labels.
Scatter chart visualization
Trend Type
Shows a trend type of none or linear. If you choose linear, you can name your trend line and set the width of it.
Scatter charts visualization
Heat grid visualization
Heat grids color-code your results so you can view complex business analysis in an easy-to-understand way. Drill down into your data by double-clicking any square on the grid.
Heat grids are especially well-suited for comparing categorical data using color.
Optional properties for heat grid visualizations:
Data Labels
Use this property to label the data features of your report and specify where you want them to appear. You can also choose not to display data labels.
Heat grid visualization
Pattern
Lets you choose from Gradient, 3 Step, or 5 Step patterns.
Heat grid visualization
Color
Choose from different mixes of colors for your report.
Heat grid visualization
Reverse Colors check box
Reverses the order of colors in the report.
Heat grid visualization
Bullet Style
Choose the shape that you want to use for your bullets.
Heat grid visualization
Geo map visualization
Geo maps show a geographic summary of your data using size and color. This visualization type plots a pin on a map, based on the location attribute you used.
You can add a measure to specify the size of the pinpoints. You can then use the properties panel to change the color of the pinpoints. Double-clicking on a pinpoint drills down into your data.
If your data model has geographic annotations, then the location information will be retrieved by the geoservice automatically. Geo maps are especially useful for retail or sales data.
You must have a license from Google if you choose to use Google Maps with any Pentaho software.
Pattern
Lets you choose from Gradient, 3 Step, or 5 Step patterns.
Geo map visualization
Color
Choose from different mixes of colors for your report.
Geo map visualization
Reverse Colors check box
Reverses the order of colors in the report.
Geo map visualization
Waterfall chart
A waterfall chart is a bar chart that displays the cumulative effect of sequentially introduced positive or negative values. It is used to understand how an initial value is affected by a series of intermediate values. Double-click a bar to drill down into your data.
Optional properties for waterfall charts:
Water-Direction
Use this property to change the direction of the waterfall to up or down.
Waterfall charts
Data Labels
Use this property to label the data features of your report and specify where you want them to appear. You can also choose not to display data labels.
Waterfall charts
Treemap visualization
A Treemap chart displays hierarchical data using nested rectangles. Each rectangle represents a group or cluster of data. The size of the rectangle is proportional to the value of the data it represents. Double-click a rectangle to drill down into your data.
Layout Mode
Use this to select the rectangle layout algorithm used by a treemap plot.
Treemap visualization
Data Labels
Use this property to label the data features of your report and specify where you want them to appear. You can also choose not to display data labels.
Treemap visualization
Funnel chart
A funnel chart represents the flow of data through a process. It visualizes how a measure breaks out across a series of steps. Double-click any part of the funnel to drill down into the data.
Funnel charts are implemented using Apache Echarts and do not support exporting to PDF.
Optional properties for funnel charts:
Data Labels
Use this property to label the data features of your report and specify where you want them to appear. You can also choose not to display data labels.
Funnel charts
Order
Use this property to sort data on the report.
Funnel charts
Gauge chart
A gauge chart displays the progress or status of a specific metric or goal. It typically consists of a circular scale with needles or markers that move to indicate the current value or position. Double-click any dial to drill down into the data.
Gauge charts are implemented using Apache Echarts and do not support exporting to PDF.
Optional properties for gauge charts:
Show Measure Color Bands
Use this property to divide the circular scale into discrete colored partitions.
Gauge charts
Pattern
If the Show Measure Color Bands property is selected, use this property to choose from Gradient, 3 Step, or 5 Step patterns.
Gauge charts
Color
If the Show Measure Color Bands property is selected, use this property to choose from different mixes of colors for your report.
Gauge charts
Reverse Colors
If the Show Measure Color Bands property is selected, use this property to reverse the order of colors in the report.
Gauge charts
Chart Options for Analyzer reports
The Chart Options dialog box is available if you have a visualization applied to your report. Click Chart Options in the Properties panel to bring up the chart options for that report. You can click Apply to update your report with your changes up and continue working with the Chart Options. After setting options for your chart, click OK. The report will refresh to reflect the options.
General tab
The General tab is where you can set background colors, fonts, or the domain limit for the maximum number of plot values.
Fill in the following options:
Background
Fill type defines the background color of the chart and the fill colors used.
Select None, Solid, or Gradient with the drop-down menu.
Labels
Use the drop-down menus to choose a font for your data labels, specify the size and type for the font, and change the font color with the color picker.
Domain Limit
Max number of plot values: Use this to set the maximum number of plot values used in your report.
Axis tab
The Axis tab is where you define how the x-axis and y-axis appear.
Fill in the following options:
Primary Axis
Auto Range check box: Calculates the Start and Stop value automatically. If you want to specify the values, uncheck the box and fill out the Start and Stop fields.- Start: Use to set the starting value for the axis.
Stop: Use to set the stopping value for the axis.
Scale: Increase the scale for the primary axis, or leave it set to a default of None.
Secondary Axis
Available for Scatter and Column-Line Combo charts only. Secondary Axis has the same options as Primary Axis.
Legend tab
Use the Legend tab to customize the legend.
Fill in the following options:
Show legend
Clear this box to remove the legend from your report.
Position
Use the drop-down to move the legend to the Top, Right, Bottom, or Left of your report.
Background color
Use this to change the background color of the legend. Click on the Background Color box to bring up the color picker.
Font
Use the drop-down menus to choose a font for your data labels, specify the size and type for the font, and change the font color of the legend.
Other tab
Use the Other tab to tailor the look of small charts (multi-charts). You can also control how Analyzer shows empty cells.
Fill in the following options:
Multi-Charts
Charts Per Row: Select from the drop-down menu to specify how many multi-charts on each row appear.
Scale: Use the drop-down menu to set the axis range for your multi-charts. You set the same range for all of the small charts or set them independently.
Size By Measure
Treat negative values as: Use the dropdown menu to choose either Smallest Value or Absolute.
Empty cell treatment (Line and area charts only): Controls how empty cells appear in your Line and Area charts. Choose from Show Gap, Connect with Dotted Line, or Treat as Zero.
Advanced tab
Use the Advanced tab to configure visualization views at the report level using configuration rules.
Configuration rules use JSON syntax.
Click the
icon to open the Pentaho Analyzer document.Copy the sample code into View configuration rules, then modify it.
Click Apply, then click OK.
Set default chart options
As an administrator, you can set default chart options that apply whenever a new chart is created. Defaults do not apply to existing charts.
You can reset a chart back to default settings by clicking Reset to default on the Other tab of the Chart Options dialog box.
Role permissions are as follows:
Set
X
Reset
X
X
Remove
X
To set a default chart option:
Open the chart you want to modify.
Select More actions and options, then click Chart Options.
Set the options you want, then select Set as default for all charts.
Click OK.
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