Get started with Analyzer Reports

Analyzer Reports is an analytical visualization tool. It helps you filter and drill into data from Pentaho analysis data sources.

Use Analyzer when you need quick, interactive analysis. You can sort, filter, pivot, and add chart visualizations.

View an Analyzer report sample

This section highlights popular Analyzer capabilities. It uses the sample report European Sales in the Getting Started widget.

1. In the Getting Started widget on the Home page, click the Samples tab.

2. In the scrolling panel, scroll down and click European Sales, then click Explore.

   

   European Sales (Geo Map)

   A new browser window opens. Click the Samples tab to see the report.

Tour the Analyzer panels

You can open an editable version of European Sales in Analyzer from the Browse Files page.

1. From the User Console Home page, click Browse Files.

2. In the Browsing pane, expand Public, then expand Steel Wheels.

3. In the center pane, double-click European Sales.

   

   Opened page, Analysis report

   The Opened page appears with the Analyzer report.

4. On the toolbar, click Add More Fields and Rearrange Fields.

   The Available Fields and Layout panels expand.

Panel and toolbar basics

• Opened page

  • Quick-access buttons for Analysis Report, Interactive Report, and Dashboard.

  • Tabs across the page for opened reports and files.

• Available Fields and Layout

  • Drag levels and measures into a report.

  • The canvas updates as you build the layout.

  • Remove a field by dragging it off the Layout panel.

• Report canvas

  • Dynamic view of your report as you build it.

  • Shown fields depend on the selected chart type.

• Analyzer toolbar and filters

  • Undo/redo, show or hide panels, and change settings.

  • Use the Filters panel to view, edit, and delete filters.

Create your first Analyzer report

These steps use the Steel Wheels sample data.

1. From the User Console Home page, click Create New, then select Analysis Report.

2. In Select Data Source, select SteelWheels:SteelWheelsSales, then click OK.

   A blank Analyzer report appears.

3. Build a basic pivot table:

   • Drag Territory to Rows.

   • Drag Years to Columns.

   • Drag Sales to Measures.

   

   Pivot table, Analysis Report
4. Add subtotals:

   1. Drag Line above Territory in the Layout column.

   2. Right-click the Line header, then select Show Subtotals.

   

   Show Subtotals, Analysis Report
5. Add conditional formatting:

   • Right-click the first Sales column.

   • Select Conditional Formatting > Data Bar - Green.

6. Add a user-defined measure:

   1. Right-click the same Sales column.

   2. Select User Defined Measure > % of Rank, Running Sum.

   3. Select % of Sales, then click Next.

   

   Measure field creation
7. Refine the measure:

   • Select Each Line Column/Row Subtotal (Subtotal is 100%), then click Done.

   

   Measure field refinement
8. Add a filter:

   1. Click Show Filters to expand the filters canvas.

   2. Drag Territory from Available Fields to the filter canvas.

   The Filter on Territory dialog box appears.

9. In Filter on Territory, select APAC, then click the right arrow to move it to the selected list.

10. Enable Parameter Name.

11. In Parameter Name, type region, then click OK.

    

    Filter on Territory dialog box

    The report updates and shows APAC sales data.

12. Resize columns as needed for readability.

    

    Sales data, Analysis report
13. Save the report:

    1. Click Save As.

    2. Save the report as Territory - Sales in your user folder.

You have created a simple Analyzer report from scratch. For deeper Analyzer workflows, see About Pentaho business analytics tools.