Quick start. A project with SpagoBI 3.

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Summary:

SPAGOBI.............................................................................................................................................2 SOFTWARE DOWNLOAD................................................................................................................4 SOFTWARE INSTALLATION AND CONFIGURATION...........................................................5 Installing SpagoBI S !" !.................................................................................................................5 Installing SpagoBI St#$io an$ % ta.................................................................................................& CREATE A BUSINESS %ODEL ..................................................................................................' IN(UIR) T*E %ODEL................................................................................................................. ' DEPLO) T*E %ODEL AND T*E (UERIES INTO SPAGOBI SER+ER.................................' CREATE A WOR,S*EET.............................................................................................................C! at t. /# !0 ...........................................................................................................................B#il$ t. 1o!2s. t......................................................................................................................%o! on Wi$g t............................................................................................................................A$$ing a pi"ot ta3l ..................................................................................................................... A$$ing a 4.a!t.............................................................................................................................. P#3lis. t. Wo!2s. t..................................................................................................................SPAGOBI STUDIO 5 CREATE A C*ART........................................................................................ 6 C! at t. 4.a!t.............................................................................................................................6 D plo0 to t. s !" ! .....................................................................................................................6 Lin2 t. 4.a!t to a $atas t.............................................................................................................6 P#3lis. t. 4.a!t........................................................................................................................... 6

Quick start - A project with SpagoBI 3.x (v. 1. !

"age 1 Copyright 2011 Engineering. All rights reserved. All other trademarks, trade names, service marks and logos referenced herein belong to their respective companies.

This g ide is a step!by!step path"ay aiming to help sers to easily set p their o"n #$ scenarios, from data modelling to data in% iry, sing the &eta, 't dio and 'erver mod les of 'pago#$ s ite.

S"A#$BI
%ere&y a simp'e view o( the i)vo've* mo*u'es a)* a short *escriptio) o( each o( them.

(hat is 'pago#$ 'erver) 8 It is a we& app'icatio) *ep'oye* i)to a +,-- app'icatio) server (.omcat/ +Boss/ 0e&Sphere/ etc.! 8 It ca) ru) o) a)y operati)g system that supports +12 (rom 1.3 (1.4 pre(erre*! 8 It works with a private repository hoste* o) 5B2S (2ySQ6/ "ostgres/ $rac'e/ I)gres/ %SQ6/ etc.! 8 .he app'icatio) ca) &e accesse* through a'most a'' major we& &rowsers (I-/ 7ire(ox/ $pera/ Sa(ari! 8 It )ative'y ru)s o) severa' porta' servers ('i(eray/ exo porta'/ 0we&Sphere/ etc.! (ho is it for) 8 -)*-user: u)i(ie* access poi)t through the we& &rowser 8 System a*mi)istrators: through the ma)ageme)t we& i)ter(ace (hat is it for) 8 -)viro)me)t o((eri)g a'' typica' BI (u)ctio)a'ities : 7 8eport 7 $6A" 7 9hart 7 5ata 2i)i)g 7 #-$-re(ere)ce* a)a'ysis 7 7ree I):uiry (Q&-! 7 5ata 7i'teri)g ( Smart 7i'ter! 7 A* hoc reporti)g (0orksheet! 7 8. *ash&oar*s

Quick start - A project with SpagoBI 3.x (v. 1. !

"age , Copyright 2011 Engineering. All rights reserved. All other trademarks, trade names, service marks and logos referenced herein belong to their respective companies.

8 8 8 7

7 8. co)so'e 7 Accessi&'e reporti)g 7 I)teractive cockpits 7 ;"I (mo*e''er a)* )avigator! 7 A)a'ytica' 5ossier a)* work('ow 7 $((ice i)tegratio) 7 -.6 It a''ows to ma)age the pro*uct through a we& i)ter(ace It a''ows to ma)age the o&ject 'i(ecyc'e i)si*e the BI repository It exposes too's a)* cross services/ such as sche*u'i)g/ co''a&oratio)/ etc.

(hat is 'pago#$ &eta) 8 It is a) ec'ipse p'ug-i) (ho is it for) 8 5ata 2o*e'ers a)* 5ata $w)ers setti)g up the sema)tic 'ayer o) which the BI project wi'' &e &ase* (hat is it for) 8 It is a graphica' e)viro)me)t to *eve'op &usi)ess mo*e's (sema)tic 'ayer! 8 It a''ows to *ep'oy Busi)ess 2o*e's i)to SpagoBI Servers 8 It a''ows to i):uiry Busi)ess 2o*e's &e(ore *esig)i)g a) a)a'ytica' *ocume)t (hat is 'pago#$ 't dio) 8 It is a) ec'ipse p'ug-i) (ho is it for) 8 SpagoBI *eve'opers creati)g a)a'ytica' *ocume)ts (chart/ report/ *ash&oar*/ etc.! (hat is it for) 8 It is a graphica' e)viro)me)t to *eve'op/ test a)* *ep'oy a)a'ytica' *ocume)ts (such as reports! i)to o)e or more SpagoBI Servers (hat is 'pago#$ '*+) 8 It is a co''ectio) o( we& services/ tags a)* +avaScript A"I that permit other app'icatio)s to i)teract with a SpagoBI Server (ho is it for) 8 "roject teams that )ee* to i)tegrate SpagoBI (hat is it for) 8 It a''ows to use SpagoBI (rom exter)a' app'icatio)s

'pago#$ &eta and 't dio can also be pl gged into the same Eclipse.
Quick start - A project with SpagoBI 3.x (v. 1. ! "age 3 Copyright 2011 Engineering. All rights reserved. All other trademarks, trade names, service marks and logos referenced herein belong to their respective companies.

S$7.0A8- 5$0<6$A5
5ow)'oa* the (o''owi)g packages o( the most rece)t SpagoBI re'ease (rom $0, 9o)sortium "roject 7orge (http:==(orge.ow,.org!. >All!$n!,ne!'pago#$-last release tag.? .his package co)tai)s a sta)*ar* i)sta''atio) o( SpagoBI ru))i)g o) .omcat/ a'' e)gi)es a'rea*y co)(igure* (or you a)* a simp'e *emo o( SpagoBI (u)ctio)a'ities o) a %SQ6 5B repository. >'pagobi&etaAnd't dio!-os version.? It is a pre-package* ec'ipse i)c'u*i)g the stu*io a)* meta p'ug-i). Se'ect the package (or your $S p'at(orm. >'pagobi&eta!-os version.? It is a pre-package* ec'ipse i)c'u*i)g the meta p'ug-i). Se'ect the package (or your $S p'at(orm. $f yo "ant to install the #$ repository on a different database, yo have to do"nload the '/0 scripts that create the empty schema into one of the s pported 1*#&' and e2ec te them on yo r *# console.

Quick start - A project with SpagoBI 3.x (v. 1. !

"age @ Copyright 2011 Engineering. All rights reserved. All other trademarks, trade names, service marks and logos referenced herein belong to their respective companies.

S$7.0A8- I<S.A66A.I$< A<5 9$<7I#A8A.I$<

Installing SpagoBI Server
A)Bip the server package i) a (o'*er o( your machi)e (CSpagoBI-*irD here! a)* execute the startup script that youE'' (i)* u)*er the (o'*er CSpagoBI-*irDFapache-tomcat-4. .1GF&i). $pe) the &rowser a)* type http:=='oca'host:G G =SpagoBI. <ow you ca) 'ogi) usi)g the (o''owi)g sta)*ar* accou)t: &ia*mi) (passwor*: &ia*mi)! or &i*emo (passwor*: &i*emo!. 'pago#$ repository config ration I( you *eci*e to create the repository o) a *i((ere)t 85B2S/ execute the SQ6 script that creates the schema repository i)si*e your 85B2S a)* remem&er to cha)ge the *atasource co)(iguratio) o) server.xm' (i'e o) your Fapache-tomcat-4. .1GFco)( *irectory. 7or a 2yS:' *ata&ase you have to i)sert a) xm' co*e 'ike the (o''owi)g: -name345dbc6spagobi4 pass"ord34yo r pass"ord4 type345ava2.s%l.*ata'o rce4 rl345dbc7mys%l766-yo r hostname.6-spagobi repository.4 sername34yo r sername46. where >spago&i repository? is the )ame o( the *ata&ase &ui't up with the SQ6 script o( the se'ecte* re'ease a)* 85B2S p'at(orm. *ata "areho se reso rce config ration Simi'ar setti)gs shou'* &e *o)e to co)(igure the *ata warehouse to &e i):uire* with SpagoBI. C)ameHIj*&c=Cmy resource )ameDI passwor*HIyour passwor*I typeHIjavax.s:'.5ataSourceI ur'HIj*&c:mys:':==Cyour host)ame o I" a**ressD=Cyour *wh *& )ameDI user)ameHIyour user)ameI=D 5o)Et (orget to i)c'u*e the resource 'i)k i) each co)text a)* to cha)ge the hi&er)ate *ia'ect accor*i)g'y o) hi&er)ate.c(g.xm'/ :uartB.proprties a)* j&pm.c(g.xm' (i'es u)*er the Fapachetomcat-4. .1GFwe&appsFSpagoBIF0-B-I<7Fc'asses *irectory. 6ogi) as &ia*mi) a)* create a )ew *atasource e)try (rom resources=*atasource me)u. 8emem&er to set the hi&er)ate *ia'ect correspo)*i)g to your 85B2S p'at(orm a)* to set the +<5I resource as (o''ows: java:comp=e)v=j*&c=Cmy resource )ameDI.

Quick start - A project with SpagoBI 3.x (v. 1. !

"age 3 Copyright 2011 Engineering. All rights reserved. All other trademarks, trade names, service marks and logos referenced herein belong to their respective companies.

Installing SpagoBI Studio and Meta

I) this sce)ario we re(er to a Stu*io a)* 2eta com&i)e* package/ &ut the proce*ure ca) a'so &e app'ie* to the Stu*io a)* 2eta compo)e)ts separate'y. 7or &oth Stu*io a)* 2eta/ u)Bip the Stu*io package o) a 'oca' (o'*er a)* start up the Stu*io (SpagoBI.exe!. <ow/ *e(i)e a workspace that wi'' co)tai) your 'oca' project (i'es. 6ast'y create a )ew 5B co))ectio) i)si*e the *atasource exp'orer poi)ti)g to your *atasource. 8isit the 'pago#$ (iki to get more information abo t the 'pago#$ mod les installation and config ration.

Quick start - A project with SpagoBI 3.x (v. 1. !

"age 4 Copyright 2011 Engineering. All rights reserved. All other trademarks, trade names, service marks and logos referenced herein belong to their respective companies.

AS- S"A#$BI 2-.A

CREATE A BUSINESS MODEL
I)si*e the Stu*io/ ope) a SpagoBI "-8S"-9.I1- a)* create a )ew project &y c'icki)g the sym&o' with the SpagoBI ico) i) the too'&ar. .o create a )ew &usi)ess mo*e' (B2! you must &e positio)e* o) the S.A5I$ wi)*ow 'e(t si*e/ se'ect 4ne" model4 with the right mouse &utto) a)* (o''ow the i)structio)s (or a&stracti)g the mo*e'. At the (irst step/ you have to choose which physica' ta&'es are re:uire* to create your B2. Seco)*'y/ you have to *e(i)e the :uerya&'e mo*e': the Busi)ess 2o*e'. .o create the &usi)ess c'asses/ just *rag J *rop the e)tities se'ecte* i) the (irst step (rom the 'e(t pa)e'. $)ce the mo*e' is create*/ you ca) per(orm severa' operatio)s/ such as *e'eti)g attri&utes a)* e)tities/ e*iti)g attri&utes a)* e)tities properties/ creati)g )ew re'atio)ships a)* &usi)ess c'asses. 8isit the 'pago#$ &eta "iki page to discover all the f nctionalities available on 't dio6&eta client.

IN UIR! T"E MODEL

.o &e a&'e to i):uiry your mo*e' c'ick o) the mai) wi)*ow/ right c'ick o) the ico) >&usi)ess mo*e'?: create -D :uery. .he i):uiry must &e 'a&e''e* a)* positio)e* i)si*e the (o'*er 5A.AS-.. Set the :uery a)* c'ick o) 8-SA6. .AB to see the resu't o( your :uery. 1emember that the graphical % ery b ilder solves all 5oins bet"een tables and data, so the developer has not to "rite any '/0 statement, b t that doesn9t mean yo can9t do it : The direct '/0 can be "ritten into a 'pago#$ *ata 'et every time yo need a special t ning on yo r % ery.

DE#LO! T"E MODEL AND T"E UERIES INTO S#A$OBI SER%ER

<ow/ i) or*er to *ep'oy the B2 a)* 5ataset i)to SpagoBI Server/ you have to *e(i)e the right co))ectio) to it. $)ce the co))ectio) is create*/ you ca) up'oa* the mo*e' a)* the :uery that youEve just *e(i)e*. 8emem&er to *e(i)e a mea)i)g(u' 'a&e' a)* se'ect the *ata source. A(terwar*s/ co))ect to a SpagoBI Server: your Busi)ess 2o*e' has &ecome a 5atamart Q&*ocume)t i)si*e SpagoBI. .he B2 wi'' &e save* i) your perso)a' (o'*er/ so i( youKve 'ogge* i) with &ia*mi)/ youK'' (i)* the mo*e' i) the (o'*er &ia*mi). Simi'ar'y *ataset create* (rom B2 :ueries ca) &e *ep'oye* o) server a)* use* &y a)a'ytica' *ocume)ts. 8erify that yo r dataset has been sent s ccessf lly, by clicking on men 1E',;1CE' !*ATA'ET .
Quick start - A project with SpagoBI 3.x (v. 1. ! "age L Copyright 2011 Engineering. All rights reserved. All other trademarks, trade names, service marks and logos referenced herein belong to their respective companies.

98-A.- A 0$8;S%--.
Create t&e 'uery $pe) the QB- (i'e that i*e)ti(ies the B2 previous'y create*/ se'ect your (ie'*s o( i)terest a)* veri(y your resu'ts o) the seco)* ta& o( the mai) wi)*ow o( SpagoBI Server. Build t&e (or)s&eet <ow you ca) create your (irst 0orkSheet. +ust c'ick o) the thir* ta& Iworksheet *esig)erI. "'ease/ re(resh se'ecta&'e (ie'*s o) the upper 'e(t a)* *rag the wi*get that you wa)t to &e i)c'u*e* i) the ce)tra' pa)e' a)* the (ie'*s that you wa)t to &e *isp'aye* i) your o&ject. .o check the resu'ts/ c'ick the (ourth ta& Iworksheet preview.I .o a** a )ew o&ject to your *ocume)t/ you ca) c'ick o) the green <0;' i) the *esig)er (&e'ow the mai) wi)*ow!/ to have a )ew sheet avai'a&'e. More on *idget 6etEs see what ca) &e *o)e with the worksheet. .he wi*gets )ow avai'a&'e are: Basic .a&'e "ivot .a&'e "ie chart 6i)e=area charts Bar=stacke* charts Adding a pivot table 5rag the pivot wi*get (rom the pa'ette to the mai) pa)e'. 5rag measures i)to the re'ate* area a)* some attri&utes i)si*e the rows a)* co'um)s area. As for meas re, remember that it is very important to previo sly set the attrib te property =type> as a meas re in the #&, other"ise the "idget fields "ill not be displayed. Adding a +&art, #o &ack to the *esig)er a)* a** a )ew sheet/ the) *rag the pie wi*get i)to the mai) page a)* re(resh the (ie'*s cata'ogue. I)si*e the S-8I-S area/ *rag the (ie'*s *e(i)e* as a measure a)*/ i)si*e the 9A.-#$8I-S area/ *rag the attri&utes that have to &e associate* with the re(ere)ce measures. <ow c'ick o) the preview to see the (i)a' chart. #ublis& t&e *or)s&eet Save your *ocume)t/ &y c'icki)g the ico) at the top right a)* se'ecti)g the (o'*er to save it i).
Quick start - A project with SpagoBI 3.x (v. 1. ! "age G Copyright 2011 Engineering. All rights reserved. All other trademarks, trade names, service marks and logos referenced herein belong to their respective companies.

SPAGOBI STUDIO : CREATE A CHART

Busi)ess mo*e's are a) exce''e)t starti)g poi)t (or creati)g SpagoBI a)a'ytica' *ocume)ts. I) (act/ a'' *atasets create* with the :uery &ui'*er a)* *ep'oye* o) SpagoBI Server ca) &e use* to (ee* reports/ charts ... <ow 'etKs create a chart *ocume)t. SpagoBI Stu*io a''ows you to create two ki)*s o( charts: charts (rom the +(ree9hart 'i&rary a)* charts (rom the %igh9hart 'i&rary. 0eE'' re(er to the )ew %igh9hart charts. Chart settings might vary from chart to chart, so "e s ggest to check the "iki chart engine page in order to nderstand ho" to correctly config re the chart properties. Create the chart A** a )ew highchart *ocume)t u)*er the >S&ia)a'ysis? (o'*er o( your stu*io project. 9'ick o) the *ocume)t to ope) the chart e*itor mai) page. Set the properties that *e(i)e the ge)era' graph attri&utes/ the graph 'ayout a)* the *ataset co'um) correspo)*i)g to series a)* categories. 1emember that "hen yo enter the properties of the series it is important to incl de the val e of the alias sed "ithin the dataset previo sly ploaded. Deploy to the server By right c'icki)g/ the )ew'y create* *ocume)t ca) &e *ep'oye* i)si*e SpagoBI Server. Lin the chart to a !ataset At the time o( *ep'oyme)t/ pay atte)tio) to proper'y &i)* the chart to the *ata set/ as this is the way charts are (e* with *ata. P"#lish the chart <ow/ i)si*e SpagoBI Server/ check the resu'ts o( the *ocume)t you have just *ep'oye* i)to the se'ecte* (o'*er.

Quick start - A project with SpagoBI 3.x (v. 1. !

"age M Copyright 2011 Engineering. All rights reserved. All other trademarks, trade names, service marks and logos referenced herein belong to their respective companies.

9$<96ASI$<
.his :uick overview o( Spa$oBI %&' )ew (u)ctio)a'ities *emo)strates that gra)ti)g the access to your *ata is *e(i)ite'y a matter o( mi)utes. .his is particu'ar'y use(u' with agi'e BI approaches or whe) you )ee* to &ui'* up a prototype or a <,C i) a short time. .his ca) re*uce project risks/ avoi*i)g to spe)* time a)* mo)ey o) tra*itio)a' BI activities &e(ore havi)g a correct visio) a)* sta&'e users re:uireme)ts. 8e(ere)ces: (e# site Spa$oBI: http:==www.spagowor'*.org=xwiki=&i)=view=SpagoBI= De)o On*line: http:==spago&i.e)g.it=SpagoBI=serv'et=A*apter%.."N"A#-H6ogi)"ageJ<-0OS-SSI$<H.8A(i i: http:==wiki.spago&i.org=xwiki=&i)=view=2ai)= +or"): http:==www.spagowor'*.org=j(orum=(orums='ist.page Trac er ,-ira.: https:==www.spagowor'*.org=jira=&rowse=S"A#$BI Do/nloa!: http:==(orge.ow,.org=project=show(i'es.phpNgroupOi*H, @ Services: Support http:==www.spagowor'*.org=xwiki=&i)=view=SpagoBI=Support 9o)su'ti)g http:==www.spagowor'*.org=xwiki=&i)=view=SpagoBI=9o)su'ti)g Services <etwork http:==www.spagowor'*.org=xwiki=&i)=view=SpagoBI=Services<etwork Shop https:==spagoshop.spagowor'*.org=spagoshop= Trainin$: http:==www.spagowor'*.org=xwiki=&i)=view=SpagoBI=.rai)i)gN'a)guageHe)

Quick start - A project with SpagoBI 3.x (v. 1. !

"age 1 Copyright 2011 Engineering. All rights reserved. All other trademarks, trade names, service marks and logos referenced herein belong to their respective companies.